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.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
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.
|
|
|
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.
|
|
|
Hobart | Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2024 |
In 2024, Hobart implemented Microsoft Dynamics 365 for Finance and Operations as the central pillar of its ERP Financial modernization, migrating core finance and operations functions from Microsoft Dynamics AX with RSM US as the implementation partner. The rollout extended an earlier cloud strategy initiated in 2019 and built on prior Dynamics 365 Finance and Dynamics 365 Supply Chain Management deployments, aligning Hobart’s business systems across the United States and Canada to support roughly 1,500 employees and a service network that supports nearly 400,000 customers.
Microsoft Dynamics 365 for Finance and Operations was configured to centralize financial management and operational workflows, and to interoperate with Dynamics 365 Customer Service and Dynamics 365 Field Service implementations. Functional capabilities implemented include centralized ledger and receivables workflows, inventory visibility tied to field service scheduling, field service mobile and desktop applications for technicians, role-based security and single sign-on on a unified dashboard, and Power BI visualization for near-real-time reporting.
The implementation consolidated previously fragmented on-premises and third-party tooling, including replacing field service functionality that had been run on Hitachi FSA, and reduced the need for separate GPS and dispatch screens by bringing routing and inventory visibility into Dynamics 365 Field Service. Hobart’s IT organization retired many of the custom touch points that previously required maintenance, reducing the burden of managing 18 complex interfaces and allowing the team to focus on customer-facing enhancements and an upcoming customer web portal.
Rollout governance followed a phased approach, with phase one going live in November 2023 and phases two and three completed by late February 2024, supporting staged adoption and iterative learning. Change management emphasized a mixed training model with onsite sessions and remote Microsoft Teams subject matter training, consistent role definition, and regional expert support to standardize processes and minimize local process divergence.
Documented outcomes in the program narrative include clearer role definitions and improved employee satisfaction, technicians able to process payments and capture inspection data in the field, dispatchers gaining route and inventory optimization from near-real-time data, and the IT team shifting from maintenance to feature development. Hobart also plans to expose invoices, service notes, budgets, contracts, and messaging in a customer web portal by the end of 2024, leveraging the consolidated Microsoft Dynamics 365 environment to improve customer communications and operational transparency.
|
|
|
|
Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | 2024 |
|
|
|
|
Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | 2024 |
|
|
|
|
Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | 2024 |
|
|
|
|
Retail | 500 | $250M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2015 |
|
|
|
|
Non Profit | 400 | $158M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Buyer Intent: Companies Evaluating RSM US Services
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||