Equation Technologies
533 2nd Street,
Encinitas, 92024, CA,
United States
Encinitas, 92024, CA,
United States
1 866-436-3530
Professional Services
Equation Technologies
List of Software Implementations where Equation Technologies is Reseller or System Integrator
Equation Technologies, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Equation Technologies collaboration with software players such as Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
Equation Technologies is a Reseller or SI for the following software solutions:
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Equation Technologies | Sage | Sage Intacct | ERP Financial | ERP |
| Equation Technologies | Sage | Sage 300 ERP (formerly Accpac) | ERP Financial | ERP |
List of Software Implementations where Equation Technologies is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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CASA of Los Angeles | Non Profit | 75 | $11M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
In 2023, CASA of Los Angeles implemented Sage Intacct as its ERP Financial system to centralize nonprofit accounting, grant reporting, and remote access across the organization. The project was executed with Equation Technologies, moving the finance environment off its prior Sage 300 deployment and into a true cloud financial management platform that prioritized dimensional reporting and seamless connectivity with AP automation.
The Sage Intacct implementation configured the dimensional general ledger to represent funds and departments as dimensions, significantly reducing the size and complexity of the chart of accounts and simplifying transaction posting. The deployment included role-based dashboards and view-only user licenses provisioned for department heads to enable secure, budget-friendly access to customized reports and real-time budget visibility. Monthly close workflows were reconfigured to surface precise close reports directly from Sage Intacct, removing prior manual Excel workarounds.
Equation Technologies used a conversion tool to migrate full transaction history from Sage 300 into Sage Intacct rather than only balances, enabling immediate access to historical detail in reports. The new environment integrated with Bill.com for accounts payable automation, and the cloud deployment removed previous remote access barriers so staff and managers could work productively without multiple logins or screen-within-a-screen workarounds.
Governance was tightened through access controls and dashboard provisioning that aligned financial visibility with departmental responsibilities, and processes were adjusted to leverage the dimensional chart of accounts for grant and fund reporting. Explicit outcomes reported by CASA of Los Angeles include a rapid transition with zero downtime, improved remote accessibility, dimensional reporting that simplified the chart of accounts, and economical extension of system access via view-only licenses.
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Continental Optronics | Distribution | 50 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
In 2023, Continental Optronics implemented Sage Intacct as its cloud based ERP Financial application to move beyond QuickBooks and centralize accounting across its growing manufacturing business. The deployment emphasized web browser access without on premise servers, enabling anywhere access for staff and eliminating VPN requirements while providing a scalable platform for multi entity finance operations.
Equation Technologies led configuration and go live, setting up the chart of accounts, customizing packing slips, and configuring inventory and assembly kit reporting inside Sage Intacct. The implementation leveraged Sage Intacct reporting and dashboard capabilities, and Equation taught the team to build custom reports and dashboards, while also implementing Smart Events and Smart Rules to enforce controls and prevent unwanted deletions.
Operational coverage included the original Huntington Beach site and a newly opened East Coast entity in Pennsylvania, with Equation configuring a multi entity model and working with Sage to migrate item records to the top level so items could be shared across entities. Integrations explicitly implemented include the company shipping integration and barcode scanner workflows for inventory management, and the system supports consolidated financial reporting across entities.
Governance and change management focused on targeted training and ongoing on demand support from Equation Technologies, with most users becoming proficient in two to three weeks. Reported outcomes included immediate operational efficiencies, consolidated visibility into costs and multi entity financials, the ability to print assembly kit component or part number views for the Pennsylvania location, and stronger transactional controls and security within Sage Intacct.
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CSMC | Professional Services | 70 | $7M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
In 2022, CSMC implemented Sage Intacct as its ERP Financial solution, replacing Sage 300 ERP, formerly Accpac, with Equation Technologies serving as the systems integrator. Charter School Management Corporation provides back-office services including payroll and student data to roughly 50 client schools nationwide, and the ERP Financial deployment was driven by a need to support remote staff and reduce server maintenance disruptions.
The deployment focused on core financial processing and reporting capabilities within Sage Intacct, including custom report creation to match prior outputs, document attachment workflows with drag and drop for invoices and general ledger transactions, and centralized real time access to private reports for client schools. Equation configured report templates and trained CSMC staff on in-product report building so CSMC could maintain and extend financial reports without recurring professional services. The implementation also left room for future expansion into purchase order, budgeting, and payroll functionality as part of a roadmap informed by CSMC business requirements.
Architecturally the solution moved CSMC off an on premise server to a cloud based SaaS model, improving remote accessibility and eliminating the frequent server crashes experienced under Sage 300 ERP. Sage Intacct provides automated quarterly updates and cloud hosted data access, while security controls were applied to restrict report access by client and role, enabling schools to log in and retrieve their own data. CSMC reported that they have not encountered difficulty finding compatible third party solutions to meet unique government reporting requirements when integrating with Sage Intacct.
Equation Technologies led extensive testing and rollout coordination to ensure continuity for both CSMC and the schools it supports, providing hands on training and rapid support during and after cutover. The implementation emphasized governance changes around report ownership and self service, enabling the Vice President of Accounting to build and customize reports directly, and reducing reliance on vendor hours for routine report maintenance. Equation’s responsiveness and ongoing support model reinforced operational readiness and adoption across accounting and client reporting functions.
Documented outcomes from the Sage Intacct implementation include seamless report migration, real time access to information for client schools, elimination of server maintenance burdens, and an explicit audit time savings of 25 hours attributed to improved drag and drop workflows and faster data retrieval. The move to Sage Intacct strengthened CSMC’s relationship with Equation Technologies and established a cloud based financial platform better aligned with remote operations and future functional expansions.
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Consumer Packaged Goods | 250 | $22M | Canada | Sage | Sage Intacct | ERP Financial | 2023 |
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IT Decision Makers and Key Stakeholders at Equation Technologies
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President | CXO | Finance | |
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VP Operations | VP | Operations | |
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Office Manager | Manager | Finance | |
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President | CXO | Operations | |
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Customer Success Strategic Director | Director | Sales | |
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VP Operations | VP | Operations | |
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Delivery Lead/ Senior Project Manager (PMI-ACP) | Manager | Sales | |
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Buyer Intent: Companies Evaluating Equation Technologies Services
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Equation Technologies software implementations. Gain ongoing access to real-time prospects and uncover hidden opportunities.
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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| No data found | ||||||||
Equation Technologies System Integrator / VAR Profile
Equation Technologies is a system integrator and technology consulting firm headquartered in Encinitas, United States, with approximately 20 employees and annual revenues of $2M.
Equation Technologies implements and supports enterprise applications across markets such as ERP.
APPS RUN THE WORLD tracks 4 verified Equation Technologies software implementations across industries and regions, including: CASA of Los Angeles where Equation Technologies implemented Sage Intacct, Continental Optronics where Equation Technologies implemented Sage Intacct, and CSMC where Equation Technologies implemented Sage Intacct.
Equation Technologies has a strategic VAR/SI partnership with Sage, backed by verified deployments.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Equation Technologies partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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