Companies Grow & Prosper... the Business Impact of Partnering with Equation

Case Study: Port of Kalama

After using Sage 300 for over a decade, the Port of Kalama recognized the need for more detailed financial data to make smart strategic & informed decisions. With the help of Equation's custom migration tool & the in-depth expertise of their team, the Port seamlessly migrated their business from Sage 300 to Sage Intacct.

Value of Working with Equation Technologies:

  • A custom migration tool to help automate the move from Sage 300 to Sage Intacct
  • 94% less time spent on financial reporting
  • A more simplified and streamlined chart of accounts that went from 3,000 to under 250
  • Users can build and edit dashboards as needed
  • Sage Intacct Projects better tracks time, expenses, and financial and non-financial project data

"I used to spend two days compiling monthly financial statements, now it takes me all of 45 minutes."

Port of Kalama

Mindy Heuer

Director of Finance Accounting

Case Study: MPEG LA

MPEG LA needed to move from Sage 300 to a cloud-based solution, as well as to improve their currency conversion & global entity consolidation. They found the ideal solution with Sage Intacct and Equation Technologies and are already seeing significant impacts. 

Value of Working with Equation Technologies:

  • Simplified migration from Sage 300 to Sage Intacct using Equation Technologies’ custom migration tools & knowledge
  • Automated global consolidation and currency translation into U.S. dollars
  • 35% reduction in time spent posting transactions
  • Going paperless using Sage Intacct to automate workflow for approvals and other processes
  • Faster month-end closings

"Sage Intacct is so easy to use, we don’t run into many questions, but when we do we get an immediate response. Equation Technologies is very supportive.”


Jessica Lay


Case Study: Court Appointed Special Advocates of Los Angeles (CASA/LA)

When CASA/LA decided they needed to move to the cloud, they required seamless remote access capabilities, streamlined reporting on funds & grants, integration with their AP automation software (, and a dimensional general ledger. Sage Intacct was the ideal choice and with Equation Technologies custom migration tool, the transition was seamless.

Value of Working with Equation Technologies:

  • Guidance through ERP selection process, reviewing multiple systems together
  • Transition was rapid, with zero down time
  • Custom conversion tool lowered costs and migrated all transactional & historical data, not just balances
  • Dimensions simplify and shorten chart of accounts
  • Remote accessibility keeps staff working productively
  • View-only licenses provide budget-friendly access

"When it was time to implement a new, modern,
cloud-based financial management software, we
knew we wanted Equation involved."


Robert Berman,


Case Study: Ayres Group / Ayres Hotels

Equation wrote a program to save time in accounts payable invoice entry process. The company now enters an invoice once and proper percentages are allocated to each hotel the invoice affects. Time-savings is only one of the ways Equation has helped the Ayres Group.

Value of Working with Equation Technologies:

  • Adapted services to meet Ayres Group’s strategy
  • Excellent training allowed for self sufficiency
  • Met demands of compressed implementation schedule
  • Knowledgeable and flexible
  • Easily consolidate reports

“The project came in on time and under budget. We feel like we got tremendous value for our investment.”

Ayres Hotel - Sage 300 Case Study

Gregg Kleminsky

Ayres Hotels, Regional Controller


We helped create flexibility and bullet-proof reporting capabilities.

Value of Working with Equation Technologies:

  • Work together to solve problems
  • Outstanding follow up and project management
  • Streamline check printing process
  • Customized reports allow for better financial statements
  • Sounding board for new ideas
  • Clients have flexibility and bullet proof reporting capabilities

“It was refreshing to work with Equation Technologies. When they sat down with us to go over our RFP, they were just as excited and dedicated to learning new things as I was. We worked through our unique situation together and came up with an outstanding solution."

CSMC - Sage 300 Case Study

Dorian Bell

Charter School Management Corporation, Controller

Case Study: Chef Works

Chef Works is a fast-growing company. Moving from an antiquated system in 2005, to using Sage Accpac & Sage CRM, Equation has helped to create and maintain an application infrastructure that Chef Works can count on to process a tremendous volume of orders each month.

Value of Working with Equation Technologies:

  • Elevated Chef Works to system independence
  • Ability to work with other companies to create a seamless solution
  • Relentless approach to problem solving
  • Unparalleled work ethic
  • Proactive communications
  • Support Level Agreement plan

“We are proud that we can manage our systems on our own and incorporate new pieces as necessary. Once we had the framework in place, we were able to run with it. We appreciate that Equation Technologies was willing to work with us to get us to this level of independence, but we also appreciate that they are just a phone call away and always ready to give us the guidance we need.”

Chef Works - Sage 300 Case Study

Dave Roth

Chief Operating Officer, Chef Works

Case Study: Cornerstone US Wine Imports

After a difficult start with another company, Cornerstone US Wine Imports turned to Equation Technologies for their Sage 300 implementation and additional support services

Value of Working with Equation Technologies:

  • Ability to ask great questions and understand business needs
  • Knowledge of Sage 300 to maximize efficiency
  • Automation saved the need to hire additional employee

"Equation Technologies is the single most important vendor we work with in terms of growing and developing our business. They are good, honest and ethical people."

Cornerstone US Wine Imports - Sage 300 Case Study

Mike Hessenberger

Operations Manager

Case Study: Embtrak

When a Sage 300 client needed a flexible integrated solution to better manage customer information and order workflow, Equation Technologies partnered with Embtrak to provide a more streamlined and easy solution. 

Value of Working with Equation Technologies:

  • Build strong partnerships to create a seamless solution for clients
  • Maximize efficiency through Sage 300 automation
  • Implement a portal that integrates autonomously with Embtrak & Sage 300
  • Design a complex pricing matrix that is one of the most sophisticated in the industry
  • Ethical, professional & knowledgeable manufacturing & distribution industry leaders

"Equation Technologies was ethical, professional & knowledgeable about the manufacturing & distribution industries. Sage 300 proved to be an easy solution to integrate EmbTrak into. We would enjoy the opportunity to work with Equation Technologies & Sage 300 again.”


Dan Brown

Owner of DV Brown Company (Embtrak developer)

Case Study: Expense Reduction

Expense Reduction Analysts switched off QuickBooks to Sage 300. Now, they save significant time producing reports and can manage their business more effectively.

Value of Working with Equation Technologies:

  • Accounting saved three days out of the week spent managing joint venture payments and distributions
  • Reduced royalty report creation time, saving one week per month
  • Simplified processes created free time to work on other projects
  • ERA provides meaningful reports to franchisees

“This is the first time I have been able to go live with a new system without having to run parallel.”

Expense Reduction Analysts - Sage 300 Case Study

Teresa Terrel

Expense Reduction Analysts, Controller

Case Study: Focus Industries Inc.

After working with Equation, FOCUS Industries Inc. increased order accuracy and improved customer satisfaction. The FOCUS team also reported streamlined workflow by eliminating duplicate manual data entry.

Value of Working with Equation Technologies:

  • Automated bar code process
  • Integrated manufacturing system with accounting
  • High level of knowledge and they understand of our business
  • Improved customer satisfaction due to more accurate orders
  • Reduced data entry time as duplicate entry is eliminated

“We have a culture of constant improvement at FOCUS and wanted a partner who complemented that. When we met with Equation, they asked all the right questions. We knew they were listening to what we needed and how our business worked.”

Focus Industries - Sage 300 Case Study

Frank Ash

FOCUS Industries, Inc., Director of Operations


This company experienced their first ever, on-time and on-budget implementation working with Equation.

Value of Working with Equation Technologies:

  • Very efficient because they knew what they were doing
  • Able to offer recommendations that were in the best interest of our company
  • Timely help and assistance after the implementation
  • Project was on time and on budget
  • Honest about what could or could not be done

“All my years of doing implementations, I never had an implementation on budget or got all that I wanted. Equation really listened to me and took time to understand what was important to our business. I am sure that this contributed to the success of our company.”

HRE Performance Wheels - Sage 300 Case Study

Karen Gilmore, CPA

HRE Wheels Vice President Finance

Case Study: Md7

A pioneer in real estate asset management for the wireless industry, Md7 administers lease programs that allow carriers to maximize their operating efficiency and enable landlords to secure cell site income.

Value of Working with Equation Technologies:

  • Reduced monthly manual work from 2-3 hours to two minutes
  • Flexible depreciation rate
  • Track assets based on fiscal year of the asset
  • Accurate timely reports
  • Knowledge of business processes

“I was familiar with the flexibility of the Sage 300 ERP product and confident in the business process knowledge that Equation Technologies brought to the table.”

MD7 - Sage 300 Case Study

Alex Eng

Md7, Controller

Case Study: North Bend Medical Center

The relationship with Equation and their Human Resources solution helped them to grow without adding additional support employees.

Value of Working with Equation Technologies:

  • Reduced time to process payroll to one day from four days
  • Able to add employees without increasing support staff
  • More services offered to employees such as on-line benefits administration and direct deposit
  • Custom integration between timesheets and payroll utilizing barcodes and PC timeclocks

“Our relationship with Equation Technologies has allowed our company to grow without having to add support people.”

North Bend Medical Center - Sage 300 Case Study

Cheryl Soule

NBMC Medical Centers, Human Resources Coordinator

Case Study: Optelec, Shop Low Vision

Optelec has supplies customers around the globe with innovative vision technology products.

Value of Working with Equation Technologies:

  • Able to serve 40% more customers without the addition of staf
  • Empower customers with online access to account information
  • Accounts receivable turnover and cash flow improved by 32%
  • Ecommerce site allows for more dollars to be spent on marketing rather than order taking

“They (Equation Technologies) spent a lot of time assessing and understanding our needs before bringing a solution to the table. This brought a lot of trust and credibility to the relationship.”

Optelec - Sage 300 Case Study

Takashi Yamashita

Optelec, CEO

Case Study: Port of Kalama

They were able to centralize their entire operation with Equation's help. The Port streamlined billing, speeded tax payment processing, and reduced data input errors, among many others. If you're interested in learning how Equation helped the Port migrate from Sage 300 to Sage Intacct, check out their latest Case Study here.

Value of Working with Equation Technologies:

  • Tax payment process reduced from hours each month to 15 minutes with complete accuracy
  • Detailed documentation of work flow
  • Streamlined dockage fee billing process
  • Increased customer satisfaction
  • Reduced number of data input errors

“Equation Technologies has our future in mind so everything is set up to be flexible to accommodate us. I don’t know where we would be without them.”

Port Of Kalama - Sage 300 Case Study

Liz Newman

Port of Kalama, Executive Assistant

Case Study: Rainbow Sandals

This company achieved stellar growth in five years and relied on Equation to help them find ways to run smoother, be more automated and improve customer service.

Value of Working with Equation Technologies:

  • Access to information
  • Streamlined web order processing
  • Accurate inventory
  • Meaningful reports
  • Shipping workflow improved
  • Reduction of keystroke errors and overshipment of orders

“In the last five years Rainbow Sandals has grown 1000%. Equation Technologies has been there to help us find ways to run smoother, be more automated and improve customer service.”

Rainbow Sandals logo

Carla Troupe

Rainbow Sandals, Vice President

Case Study: The Fish Market

Equation worked with them to save 10 hours weekly on data entry, automatically balanced intercompany transactions, and more.

Value of Working with Equation Technologies:

  • Saved 10 hours a week on data entry
  • Balanced intercompany accounts
  • Presented options
  • Excellent responsiveness

“We are more efficient due to our relationship with Equation Technologies.”

The Fish Market Restaurant - Sage 300 Case Study

Debbie Gahan

The Fish Market, Controller