In evaluating their accounting and productivity software, North Mechanical believed that they had fallen behind because they were using a desktop-based ERP system, despite having multiple locations. “We want to be that cutting-edge company and stay there, as a mechanical contractor,” said Michelle Eastman, CFO at North Mechanical.

To connect the information between systems, NMC had an employee attend monthly project management meetings and manually synchronize data. What the company wanted—and needed—was collaboration and remote capabilities, neither of which they had with their legacy systems.