List of Sage Lockstep Customers
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Since 2010, our global team of researchers has been studying Sage Lockstep customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Sage Lockstep for AR Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Sage Lockstep for AR Automation include: AmSpec, a United States based Oil, Gas and Chemicals organisation with 2000 employees and revenues of $300.0 million, Pattison Sign Group, a Canada based Manufacturing organisation with 800 employees and revenues of $230.0 million, Dude Solutions, a United States based Professional Services organisation with 650 employees and revenues of $172.0 million, Avenu Insights & Analytics, a United States based Professional Services organisation with 600 employees and revenues of $155.0 million, Brennan IT, a Australia based Professional Services organisation with 1000 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using Sage Lockstep, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Sage Lockstep customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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AmSpec | Oil, Gas and Chemicals | 2000 | $300M | United States | Sage | Sage Lockstep | AR Automation | 2020 | n/a | In 2020, AmSpec implemented Sage Lockstep as its AR Automation platform to address chronic contact management gaps that undermined collections workflows. The implementation targeted Accounts Receivable operations after a previous homegrown approach allowed inconsistent contact creation and frequent entry of buyers and schedulers instead of authorized AP contacts. The deployment centered on Lockstep Collect for contact ingestion and outreach automation, with configuration to pull AP contact information directly from the company ERP, Sage X3. Lockstep Collect was also configured to send targeted email notes to schedulers and buyers requesting correct AP contact information, aligning contact data capture with collections messaging. Integration with Sage X3 established a single source for payable contact records, and operational coverage included AR and collections teams, field staff who previously entered contact records, and external buyer and scheduler roles. The implementation focused on standardizing contact governance and routing so that open statements and billing communications reached authorized AP personnel rather than procurement or scheduling contacts. Governance changes and automated outreach improved data quality, increasing correct AP contacts from 20% to 75%. Once accurate contacts began receiving open statements, AmSpec reported collections behavior change, including a 12.5% decrease in DSO and an increase of 10.1 million dollars in working capital, outcomes attributed directly to Sage Lockstep and the AR Automation configuration. | |
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Avenu Insights & Analytics | Professional Services | 600 | $155M | United States | Sage | Sage Lockstep | AR Automation | 2021 | n/a | In 2021, Avenu Insights & Analytics deployed Sage Lockstep for AR Automation to replace manual, Excel-based account tracking and to reduce time spent updating notes. The project was driven by the finance organization, with CFO Mike Melka identifying a need to track thousands of accounts and to automate invoice communications and collections workflows that were previously handled in spreadsheets. The implementation configured Sage Lockstep to manage the end-to-end invoice to cash lifecycle, with functional emphasis on AR communications, collections automation, and configurable invoicing workflows. Sage Lockstep was positioned to provide a customizable experience for midmarket needs, enabling finance to tailor routing, dispute handling, and collections cadence without heavy engineering changes. Selection and integration used the Sage Intacct Marketplace as the procurement channel, and the deployment included real time integration with the G/L and customer payment portals to centralize transactional posting and payment status. Operational coverage focused on the corporate finance and accounts receivable teams, scaling to thousands of customer accounts and supporting midmarket AR operational patterns. Governance changes centered on standardizing communications templates, instituting automated collections workflows, and moving note capture and case management out of spreadsheets into system workflows. The outcome described by the CFO is the ability to manage the full invoice to cash process within Sage Lockstep and to retain flexibility to customize invoicing and collections workflows as business needs evolve. | |
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Brennan IT | Professional Services | 1000 | $100M | Australia | Sage | Sage Lockstep | AR Automation | 2019 | n/a | In 2019, Brennan IT implemented Sage Lockstep as its AR Automation solution, building on an initial adoption of Lockstep Collect in 2017. The implementation targeted the accounts receivable and collections function within the companys professional services operations in Australia, with the stated objective of automating manual spreadsheet work and task assignment to avoid adding headcount. Brennan IT deployed Lockstep Collect capabilities to centralize collections workflows, automate payment reminders, and assign collector tasks through a shared collections workspace. Configuration emphasized role-based task assignment and a single source of truth for account status, enabling collectors to see assigned accounts and daily tasks, and to log account notes directly into the system rather than maintaining separate spreadsheets. Operational scope covered the AR department and customer-facing collections activities, with process changes to shift collectors from manual reconciliation to prioritized outreach and relationship management. Notes capture and centralized task lists were implemented to comply with Australian privacy requirements and to eliminate duplicate data entry, preserving auditability for account interactions. Governance was restructured around the new system, with collectors required to record account notes directly in Lockstep Collect and supervisors using the centralized task queue to manage workload. Outcomes reported by Brennan IT include an annual time savings of 1,900 hours, a 22 percent reduction in days sales outstanding, and an additional 1.8 million dollars in cash collected, while growth did not necessitate proportional headcount increases. | |
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Professional Services | 650 | $172M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
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Professional Services | 50 | $5M | United States | Sage | Sage Lockstep | AR Automation | 2019 | n/a |
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Distribution | 300 | $30M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
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Manufacturing | 800 | $230M | Canada | Sage | Sage Lockstep | AR Automation | 2019 | n/a |
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Manufacturing | 250 | $35M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
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Buyer Intent: Companies Evaluating Sage Lockstep
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