Case Study
Fire protection company sees six-month payback
Tri State Fire Protection benefits from Baker Tilly's implementation of ServiceTrade.
Case Study
Fire protection company sees six-month payback
Tri State Fire Protection benefits from Baker Tilly's implementation of ServiceTrade.
Client background
Steve Schlesinger and Michael O’Rourke founded Tri State Fire Protection LLC and Tri State Hood & Duct LLC 11 years ago. Since then, they have increased revenue more than 30 times. Today, Tri State employees 100 people and serves over 5,000 customers in New Hampshire, Massachusetts, Maine, Vermont and Connecticut.
We were deciding between NetSuite and Sage Intacct. Baker Tilly, promised that Sage Intacct’s best-in-class approach would make integration with our cloud-based field services application, ServiceTrade, easy. They delivered on that promise and every other one. Baker Tilly is a company that can be trusted.Steve Schlesinger, Former Owner, Tri State
The business challenge
As the business grew, Tri State outgrew the system they were using for both field services and accounting – Peachtree 2006 Premium Edition. In early 2013, they started to explore the idea of implementing best-in-class applications that could address the specific requirements they had for field service automation and accounting. Later that year, Tri State selected a cloud-based, field service automation solution from ServiceTrade. This solution drove enormous efficiency with the company’s technicians. However, the lack of integration with Peachtree required a lot of duplicate entry (e.g., adding new customers or creating invoices).
The implementation with Baker Tilly went very smoothly. Baker Tilly has a comprehensive understanding of the Sage Intacct solution and we look forward to continuing to work with them as we implement other modules of Sage Intacct in the future. Best of all, we saw a payback in six months as expected.Steve Schlesinger, Former Owner, Tri State
Strategy and solution
With the field service automation solution in place, Tri State began to evaluate cloud-based, financial ERP applications. Their evaluation criteria included:
- Ability to easily integrate with ServiceTrade
- Ability to consolidate reporting across all the company’s entities
- Potential to easily integrate with Salesforce
- High probability of delivering on expected ROI and payback
Tri State selected the team of Baker Tilly. Baker Tilly committed to working with ServiceTrade on the integration and to delivering on an aggressive project schedule.
