Chicago, 60606, IL,
United States
RSM US
RSM US, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. RSM US collaboration with software players such as Emburse, Kyriba and Microsoft 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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| RSM US | Sage | Sage Intacct | ERP Financial | ERP |
| RSM US | Oracle | Oracle NetSuite ERP | ERP Financial | ERP |
| RSM US | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| RSM US | Microsoft | Microsoft Dynamics NAV | ERP Financial | ERP |
| RSM US | Microsoft | Microsoft Dynamics SL | ERP Financial | ERP |
| RSM US | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| RSM US | AMCS Group | AMCS ESG | Environmental, Social, and Governance (ESG) | EPM |
| RSM US | Oracle | Oracle NetSuite Commerce | eCommerce | eCommerce |
| RSM US | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP |
| RSM US | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | CRM |
| RSM US | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations |
| RSM US | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| RSM US | Emburse | Emburse Tallie | Expense Management | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Accurate Neuromonitoring | Healthcare | 100 | $12M | United States | Emburse | Emburse Tallie | Expense Management | 2017 |
In 2017 Accurate Neuromonitoring implemented Emburse Tallie as part of an Expense Management initiative across its multi-entity U.S. healthcare operations. RSM US recommended and implemented Sage Intacct and added Emburse Tallie for expense automation to centralize finance and expense reporting across the organization.
Emburse Tallie was configured to provide automated expense capture, receipt imaging, policy enforcement, and employee self-service for submissions, with expense data integrated into Sage Intacct to support accounting and month-end close. Configuration emphasized automated approval workflows and consolidated expense reporting to increase visibility for the finance team.
RSM US led a phased rollout across Accurate Neuromonitoring entities in the United States, updating finance workflows and shifting day-to-day expense submission responsibilities to staff. Governance changes included revised approval policies and centralized reporting ownership within finance, guided by RSM US during configuration and cutover.
RSM US reported that the deployment reduced outsourcing, improved month-end close efficiency, increased profitability, and provided staff self-service for expense submissions.
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Common Sail Investment Group | Banking and Financial Services | 7500 | $1.6B | United States | Kyriba | Kyriba Treasury | Treasury Management | 2020 |
In 2020, Common Sail Investment Group implemented Kyriba Treasury as its Treasury Management platform, engaging RSM US as the system integrator for the deployment. The implementation centralized payment orchestration and payable method of payment logic in Kyriba Treasury while maintaining operational ties to existing accounting systems.
Kyriba Treasury was configured to support accounts payable driven payments workflows, including method of payment mapping, check selection and printing, payment file generation, and reconciliation routines. The project explicitly integrated payables feeds from NetSuite and Yardi into Kyriba Treasury to route payment instructions and to align check selection reports with treasury-controlled issuance processes.
Operational scope covered the corporate accounts payable and treasury teams and extended to property administrators managing seven properties concurrently, with daily communications between AP staff and PAs on bills due and overdue. Governance and process changes included formalized payment review and correction workflows, monthly AP accrual procedures, and statement reconciliation responsibilities that tied property-level payable activity into centralized Kyriba Treasury processing.
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Hobart | Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | 2024 |
In 2024 Hobart implemented Microsoft Dynamics 365 Field Service to modernize customer support and field operations under the Field Service Management category. The deployment is part of a broader cloud rollout that extends Hobart's Microsoft ecosystem alongside Dynamics 365 Customer Service, Dynamics 365 Finance and Dynamics 365 Supply Chain Management, and Power BI, and was delivered with RSM US as the implementation partner by late February 2024. Hobart applied the solution to support more than 1,500 employees and over 1,500 factory trained technicians serving nearly 400,000 customers across the United States and Canada, preserving an in house service model for Hobart and ITW Food Equipment Group brands. The scope explicitly covers service delivery, parts distribution visibility, dispatch centers, and customer facing service functions.\n\nThe Microsoft Dynamics 365 Field Service implementation emphasizes out of the box capabilities, configured mobile and desktop Field Service apps, scheduling and dispatch optimization, inventory visibility at the SKU level, integrated payment capture, inspection and photo documentation workflows, time tracking for service calls, and SLA and time and materials contract handling. Work order management, route optimization, and role based security were configured to reduce administrative steps for technicians and dispatchers, and to make commonly used forms and checklists accessible inside the Field Service mobile experience. Power BI reporting and on screen dashboards were provisioned to deliver near real time operational views to dispatch centers and leadership.\n\nIntegrations include unified identity with single sign on across the Microsoft stack, data connectivity to Dynamics 365 Finance and Dynamics 365 Supply Chain Management for parts and billing context, and reporting integration into Power BI for operational visualization. The deployment consolidated prior third party point solutions, for example replacing a separate GPS tracking workflow with native Field Service location views, and reduced the number of external applications technicians and dispatchers needed to manage. IT previously maintained many interfaces to on premises systems and catalog tools, and the new architecture centralizes data in the cloud to streamline interfaces and administration.\n\nGovernance and rollout was executed in three phases, with phase one going live in November 2023 and phases two and three completed by late February 2024, and included a formal change management plan. Training combined onsite sessions with remote Microsoft Teams instruction delivered by subject matter experts to ensure consistent knowledge transfer across regions, and role definitions were tightened so employees focus on specialized responsibilities with corresponding security and access controls. Rollout sequencing intentionally used standard configuration where possible to limit heavy customization and to accelerate user adoption across dispatch, field service, sales, and customer service teams.\n\nDocumented outcomes from the deployment include improved technician productivity through in app payment capture and consolidated inspection workflows, greater dispatcher efficiency from real time inventory and scheduling visibility, and reduced administrative load on IT as platform updates and infrastructure moved to the cloud. Employees report clearer role definition and higher job satisfaction, and Hobart is advancing customer enablement with a planned web portal and customer messaging capabilities to be available by the end of 2024. The Microsoft Dynamics 365 Field Service implementation establishes a centralized Field Service Management backbone that Hobart is using to standardize processes, improve communications, and build additional reporting and automation capabilities.
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2024 |
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | 2024 |
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | 2024 |
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Retail | 500 | $250M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2015 |
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Non Profit | 400 | $158M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
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Buyer Intent: Companies Evaluating RSM US Services
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