Perkins & Co is a locally owned CPA firm providing tax, audit, and advisory services in the greater Portland/Vancouver metro area and beyond. It has about 180 employees and has been in business for 35 years. Recently, they transitioned to IRIS Practice Engine, an accounting firm-specific ERP system with a data warehouse component.
Shortly after the transition, Perkins consulted with CSG to evaluate whether they should go the DIY route or buy the Practice Engine Data Warehouse out of the box.
The purchasing option was a clear winner—given the fraction of the cost to get a consumable data model in place, separate load from hitting their transactional database to the data warehouse, and managed hosting in Azure rolled in. It is typically not the case that data warehouse products are a sound decision, but IRIS Practice Engine made this a no-brainer.
The CSG team reached out to IRIS Practice Engine about our feedback on the data warehouse and how we could work together to support the Perkins team. Thanks to the time we spent advising Perkins, IRIS Practice Engine immediately asked us to become their North America partner.
Along with the upgrade to IRIS Practice Engine, Perkins also wanted to move from Alteryx and Tableau to Microsoft Power BI as the primary reporting tool. Moving off Alteryx and Tableau meant huge cost savings and the ability to work with their data using a single platform.
Colleen Murray, Director of Operations and a Shareholder, realized that the company needed support in building its internal business intelligence acumen.
Meredith Miller, Data Analyst and In-House IRIS Practice Engine Administrator for Perkins, needed support to develop her role in leading data analytics within the organization.
Since the firm was new to both IRIS Practice Engine and Power BI, leveraging external expertise and support would be the best way to develop the right capacity and maximize ROI quickly.