This case study explores how ACS-APT has gone beyond simply supplying and maintaining an ERP solution. Through customised modules, data migration expertise, and innovative BI reporting tools, ACS-APT has empowered Shelter Cymru to save time, improve data accuracy, and gain actionable insights. The results? Streamlined workflows, timely reporting, and a system delivering an impressive ROI within months.

Shelter Cymru’s mission is deeply impactful: dedicated to making a real difference—providing free, confidential, and independent advice to anyone in Wales facing a housing emergency. To meet this challenge effectively, their internal operations must run smoothly. Managing project costs, tracking resource allocations, and generating accurate financial insights are essential for ensuring every donation counts.

Before ACS-APT's intervention, Shelter Cymru faced challenges with manual data entry, disparate legacy systems, and limited reporting capabilities. This hindered their ability to make data-driven decisions and allocate resources efficiently. Recognising these operational hurdles, Shelter Cymru entrusted ACS-APT to transform their systems and processes.

Transforming Operations for Shelter Cymru with ACS-APT’s Bespoke Sage200Pro Solutions.

As one of Wales' most recognised not-for-profit charities, Shelter Cymru has spent decades defending the right to a safe home and combating the devastating impact of the housing emergency on individuals and communities. Behind the scenes, operational efficiency is just as critical as the vital services they provide. For over 13 years, ACS-APT has been an essential partner, enabling Shelter Cymru to achieve new levels of productivity and operational clarity through the tailored implementation of the Sage200 Professional ERP system.

Background.

Case Evaluation.

Key Challenges Identified:

  1. Manual Data Entry: A time-consuming and error-prone process.

  2. Legacy System Integration: Outdated systems created bottlenecks in data flow and reduced overall efficiency.

  3. Limited Reporting Capabilities: Standard ERP reporting tools didn’t provide the depth of analysis needed for project accounting and performance.

  4. Resource Allocation Issues: Lack of granular insights into project performance impacted decision-making and resource utilisation.

These challenges collectively strained Shelter Cymru’s ability to operate at peak efficiency.

Proposed Solutions.

  1. Data-Cube Driven BI Reports: Advanced business intelligence tools were implemented to generate detailed insights into project costs, revenue, and profitability. These tools provided real-time data visualisations and actionable insights.

  2. Enhanced Reporting Features: ACS-APT extended Sage200’s standard reporting capabilities to include custom MIS reports tailored to Shelter Cymru’s needs.

  3. System Upgrades and Data Migration: Expertly executed upgrades ensured a smooth transition with minimal downtime, while maintaining data integrity.

Why These Solutions Work.

  • Efficiency Gains: Automating repetitive tasks like data entry, freed up valuable time for staff to focus on strategic activities.

  • Informed Decision-Making: Customised BI reports gave Shelter Cymru the clarity needed to review project performance and allocate resources effectively.

  • Scalability: The integrated ERP system offers the flexibility to adapt as Shelter Cymru’s needs evolve.

Conclusion.

ACS-APT’s solutions delivered immediate and measurable benefits. Shelter Cymru now operates with a streamlined workflow, saving countless hours previously spent on manual tasks. Their decision-making process is bolstered by accurate, real-time data, allowing for better resource management and project oversight.

Implementation Approach & Recommendations.

ACS-APT successfully executed the implementation plan for Shelter Cymru in three key phases:

1.     Phase One: A comprehensive needs analysis was conducted to identify opportunities for additional automation and reporting enhancements. This assessment provided a clear roadmap for optimizing Shelter Cymru’s systems.

2.     Phase Two: Predictive analytics tools were integrated into Shelter Cymru’s operations, enabling data-driven decision-making. To ensure seamless adoption, ACS-APT delivered advanced training sessions, equipping staff with the necessary skills to leverage these new capabilities effectively.

3.     Ongoing Support: Quarterly review sessions were established with ACS-APT to continuously assess and refine the system, ensuring it evolves in alignment with Shelter Cymru’s strategic goals.

Through this structured approach, ACS-APT has helped Shelter Cymru enhance operational efficiency and expand its impact. They have demonstrated how innovation can drive meaningful change in the housing and homelessness sector by implementing tailored technology solutions.

Recommendations: To further enhance these results, Shelter Cymru could:

  1. Explore additional BI functionalities for predictive analytics to anticipate future needs.

  2. Continue partnering with ACS-APT for ongoing system optimisation and support.