Bellaire, 77401, TX,
United States
The Rand Group
The Rand Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. The Rand Group collaboration with software players such as Sage, Microsoft and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| The Rand Group | Oracle | Oracle NetSuite ERP | ERP Financial | ERP |
| The Rand Group | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| The Rand Group | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| The Rand Group | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| The Rand Group | SAP | SAP Business ByDesign | ERP Financial | ERP |
| The Rand Group | Insightsoftware | Insightsoftware BizVIew | EPM | EPM |
| The Rand Group | Workday | Workday Adaptive Planning (ex Adaptive Insights) | EPM | EPM |
| The Rand Group | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | CRM |
| The Rand Group | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations |
| The Rand Group | Sage | Sage Intacct | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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B-29 Investments | Professional Services | 50 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2025 |
In 2025, B-29 Investments implemented Sage Intacct as their ERP Financial solution to centralize multi-entity accounting and improve real-time financial reporting. B-29 Investments, LP is a private equity firm representing two Texas entrepreneurs with holdings in energy and real estate, and the company engaged The Rand Group to guide the Sage Intacct implementation and project delivery.
The deployment focused on multi-entity financial management, leveraging a shared dimensional chart of accounts to standardize ledgers across more than 20 entities. Sage Intacct was configured to provide consolidated views of payables and receivables, controller dashboards for real-time oversight, and automated intercompany processing using built in due to and due from journal entries to eliminate manual calculations and reduce reconciliation effort.
Implementation work included a full migration of historical transaction and master data from Sage 100 into Sage Intacct, provisioning a secure cloud based environment for remote access and continuous operations. The solution enabled paperless workflows, self service reporting for business users, and enhanced audit and compliance controls through centralized reporting and dashboards.
Process and governance changes reduced the need for account switching and manual data exports, streamlining day to day accounting operations within the finance function. The result reported by B-29 Investments includes saving more than 2 hours per day on manual tasks, improved productivity and visibility, a leaner accounting team through operational efficiencies, and smoother audits as a consequence of the Sage Intacct ERP Financial deployment.
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Club Greenwood | Leisure and Hospitality | 240 | $35M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
Club Greenwood implemented Sage Intacct in 2021 as its cloud based financial management platform in the ERP Financial category. The Denver based luxury health club operates a large facility with over 240 employees and selected Sage Intacct to gain agility, streamline manual workflows, and deliver real time financial visibility.
Rand Group migrated five years of historical data from Sage 100 into Sage Intacct using customized data import templates to preserve data integrity and ensure uninterrupted operations. Sage Intacct was configured to support accounts payable processing, automated bank reconciliation, recurring journal entries for month end close, dimensional reporting and dashboarding, electronic invoice attachments, and configurable recurring transactions to reduce manual entry.
Integrations were implemented to accelerate payments and reduce manual reconciliations, including a custom export utility to Deluxe Payment Exchange DPX, and integrations with Club Automation and ADP that minimized manual journal entries during month end. The deployment was delivered as a cloud based, multi user financial system with bank feed functionality to enable continuous reconciliation and real time transaction import.
Rand Group provided implementation services including custom configuration, workflow redesign, hands on training and ongoing support, and rebuilt finance workflows to automate key processes. The project explicitly replaced Sage 100, and governance changes introduced standardized recurring transactions, role based access controls for finance staff, and customizable reporting templates to enable department level profit and loss analysis.
Post implementation outcomes reported by Club Greenwood include a 50 percent reduction in time spent on bank reconciliation, a 30 percent reduction in accounts payable processing time, and a 20 to 30 percent acceleration of the monthly close through automation. Sage Intacct enabled enhanced departmental visibility using dimensions, automation of nearly the entire close process, and allowed the lean finance team to manage a growing workload without additional headcount.
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Conquest, LLC | Professional Services | 300 | $60M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2018 |
In 2018, Conquest, LLC implemented Microsoft Dynamics 365 for Finance and Operations as its core ERP Financial system, replacing Intuit Quickbooks Enterprise and a mosaic of Excel spreadsheets and paper documents. The deployment consolidated finance and operational workflows into a single application platform to address slow invoicing, delayed financial close, and manual inventory and PO processes.
The implementation configured Microsoft Dynamics 365 for Finance and Operations with core financial management capabilities, accounts receivable and accounts payable automation, purchase order workflow controls, inventory management, and manufacturing cost tracking via financial dimensions. Conquest also deployed Dynamics 365 Field Service to manage service operations, creating an integrated operational and financial record for field work, parts usage, and unit-level costing.
The Rand Group served as the system integrator for selection and implementation, completing both Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 Field Service on time and on budget under an aggressive timeline. Power BI was integrated to provide real time dashboards and reports, enabling near real time visibility into financials and inventory costs across finance, operations, manufacturing, and service functions.
Governance and process changes centralized data entry and eliminated paper based handoffs, shortening the PO approval cycle and accelerating invoice creation from field completion to billing. Reported outcomes include a reduction in A R and A P headcount from 7 to 2.5, days sales outstanding reduced from 15 to 20 days down to 3 days, and PO approval time reduced from 10 days to 3 days, while inventory and unit cost reporting became continuous and auditable. Rand Group continues in a post implementation support role to manage feature rollout, training, and system questions.
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Leisure and Hospitality | 150 | $12M | United States | Sage | Sage Intacct | ERP Financial | 2025 |
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Buyer Intent: Companies Evaluating The Rand Group Services
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