How Victory Woodworks Streamlined Their AP Processes
Problem
Credit Card Expenses & Invoice Automation
ERP
Foundation Software
"Because Vergo really understood how we work and what we need, they created a workflow that just fits like a glove. It's like Vergo took out all the guesswork, ensuring everything flows smoothly for both our field staff and office team. No more room for mix-ups or confusion."
Roger Helwig
About the Customer
Victory Woodworks, established in Sparks, Nevada, is a premier woodworking company renowned for its craftsmanship and dedication to excellence. Specializing in custom wood creations, they offer an extensive range of services, including bespoke furniture design, cabinetry, and architectural millwork. Their skilled artisans combine traditional techniques with modern innovation to bring clients' visions to life. With a commitment to superior quality and customer satisfaction, Victory Woodworks has earned a stellar reputation in the industry, garnering acclaim for their meticulous attention to detail and timeless designs.
"We've automated our manual processes, shifting from manual data entry to overseeing automation. This change has significantly reduced our workload, allowing our team to focus on higher-value tasks and improving overall efficiency."
Roger Helwig
The Challenge
At Victory Woodworks, the team faced a persistent challenge in effectively managing credit card expenses and invoices, particularly in coordinating coding expenses across departments such as accounting, project management, and field staff. Previous attempts with different software solutions and manual Excel processes proved to be time-consuming and labor-intensive.
Victory Woodworks needed a solution that worked with Foundation software and comprehended their unique priorities and streamlined their operations. They required a system that minimized senior management involvement, catered to specific requirements, and eliminated laborious tasks, enhancing overall efficiency.
"Vergo's approach was exceptional. It's all about the customer; they genuinely care. Always attentive, always there when you need them. In a world where business often overlooks customers, Vergo stands out for putting customers first."
Roger Helwig
The Process
Roger Helwig, Victory Woodworks CFO & Co-Owner, began searching for software to automate credit card expense management and improve communication among their accounting team, field, and project managers. While they reviewed generic software not focused on construction companies, they soon realized these weren't the right fit for their business. When Vergo offered a tailored solution, they were intrigued.
During Vergo's demo, the team at Victory Woodworks was impressed by the platform's user-friendly design and construction-centric features. Remembering past headaches with other tools, they felt relieved knowing they'd finally found something that fit like a glove. Vergo promised smoother workflows and less hassle, making work much friendlier.
Streamlining Accounts Payable
Vergo's team distinguishes itself with a customer-centric approach, prioritizing customer needs with attentive support and personalized solutions. The team's dedication is evident in providing tutorial demos, swift issue resolution, and customized implementations tailored to the company's exact requirements.
Throughout the onboarding and implementation phase, Vergo promptly tackles challenges, offering tutorial demos and mobilizing resources for solutions. This hands-on approach ensures seamless integration, enhancing operational efficiency.
In a brief timeframe, Vergo's system automation revolutionized processes. Tasks such as receipt collection and transaction matching became effortless, significantly reducing labor demands. Their software saves time and fosters confidence in management processes, showcasing Vergo's commitment to customer success.
"Vergo's approach is exceptional. It's all about the customer; they genuinely care. Always attentive, always there when you need them. In a world where business often overlooks customers, Vergo stands out for putting customers first." - Roger Helwig, Victory Woodworks CFO & Co-Owner
Saving Time and Money
Vergo proved to be a cost-effective solution for Victory Woodworks given how much time was being sucked out of project managers and the finance department. The integration of Vergo has been transformative. By transitioning from manual data entry to full automation, Victory Woodworks streamlined their credit card expense and invoice process significantly. This efficiency lightens the workload, reduces project costs, and boosts team morale.
"We've automated our manual processes, shifting from manual data entry to overseeing automation. This change has significantly reduced our workload, allowing our team to focus on higher-value tasks and improving overall efficiency." - Roger Helwig, Victory Woodworks CFO & Co-Owner
Roger Helwig
Reducing Errors
Unlike Excel, where human errors are always possible, Vergo has been a game-changer in error reduction and support. Vergo's world-class software ensures precision and is backed by round-the-clock availability for seamless issue resolution. Their meticulous onboarding and implementation offer a tailored experience, addressing precise needs.
Understanding client priorities, Vergo revolutionized processes with error-minimizing dashboards. This streamlined approach saves time and instills confidence, enabling Victory Woodworks to focus on core operations with peace of mind.
Conclusion
In their quest for a solution built for construction companies, Victory Woodworks found their solution in Vergo. With its tailored features and intuitive design, Vergo seamlessly integrated into their workflows, alleviating manual tasks and enhancing overall efficiency. The personalized support and commitment to error reduction from Vergo not only transformed their processes but also instilled newfound confidence in their financial management.
Transitioning from cumbersome manual processes to streamlined automation with Vergo not only lightened their workload but also fostered a positive work environment.
"For outstanding Credit Card Management, go with Vergo. Their attention to detail and personalized service make them the perfect choice for taking care of your financial needs." - Roger Helwig, Victory Woodworks CFO & Co-Owner
With Vergo, Victory Woodworks found not just a software solution, but a partner dedicated to their success.
