Chicago, 60606, IL,
United States
Sikich
Sikich, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Sikich collaboration with software players such as Microsoft, Insurity and Quisitive 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 |
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Mid-Continent Instruments and Avionics | Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Teams | Audio Video and Web Conferencing | 2022 |
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Learning Resources | Manufacturing | 122 | $14M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2020 |
In 2020, Learning Resources implemented Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax to centralize Tax Management within its finance and multi‑warehouse supply chain operations in the United States. The deployment was delivered with Sikich and targeted finance functions including cash management, bank reconciliation, and tax calculation alongside supply chain planning and inventory management across multiple warehouse locations.
The implementation configured core finance modules, cash and bank workflows, and the tax calculation engine in Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax, with automation layered into accounting close and invoicing processes. Configuration emphasized standardized tax posting, automated tax calculation at transaction time, and tighter linkage between inventory movement and cost accounting to support faster forecasting and supply chain visibility.
Avalara AvaTax was integrated into the Dynamics 365 finance environment to automate tax calculation and rate determination, providing real time tax computation for sales and purchase transactions. Sikich managed the integration between Avalara AvaTax and Dynamics 365, aligning data flows for tax determiners, tax jurisdictions, and transactional taxability within the finance and supply chain ledgers.
Governance changes included centralized tax controls, revised invoice and settlement workflows, and operational handoffs between finance and warehouse teams to reduce manual intervention. The case study reports outcomes of faster forecasting and reduced manual work as direct results of the Dynamics 365 deployment and Avalara AvaTax integration, with the solution scoped to United States finance and multi‑warehouse operations.
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Suite | Insurance ERP | 2023 |
In 2023, Georgia Stern Insurance Agency implemented Insurity Sure MGA Suite. The US deployment paired Insurity Sure MGA Suite with Insurity Sure Billing-as-a-Service to establish an Insurance ERP foundation for policy administration, claims handling, and outsourced billing operations.
Implementation configured core capability areas within Insurity Sure MGA Suite, including policy lifecycle management and claims workflow orchestration, while provisioning Sure Billing-as-a-Service to centralize billing orchestration and invoice processing. Configuration work focused on underwriting rules, policy endorsements, claims adjudication workflows, and billing schedule automation typical of Insurance ERP deployments.
Sikich served as the system integrator for the US rollout, coordinating configuration, testing, and cutover activities and aligning operational ownership for billing to Insurity's managed billing service. The deployment outsourced billing operations to Sure Billing-as-a-Service, and at go live delivered measurable billing efficiency gains and reduced enterprise billing costs.
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Billing | Time Tracking and Billing | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Claims | Insurance Claims Management | 2024 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Claims | Insurance Claims Management | 2024 |
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Life Sciences | 340 | $50M | United States | Quisitive | Quisitive Crg emPerform | Performance and Goal Management | 2016 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Policy | Insurance Policy Administration | 2024 |
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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Dynamics 365 Customer Insights | Customer Data Platform | 2022 |
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Buyer Intent: Companies Evaluating Sikich Services
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