"360 was a godsend. We implemented our system in the middle of an audit, which was far from ideal timing, but all implementation problems were quickly and fully resolved, and our new system is performing fully according to expectations."

The Client
Westwind Partners is an independent, privately held, institutional investment banking boutique. Their services include equity research on Canadian and UK listed companies, equity trading, and creative advice to corporations on M&A, financing and restructuring transactions. Focusing on growth companies that can offer superior returns to investors, Westwind approaches their business in a team-oriented fashion, putting the interests of clients first.

The Situation
As a company experiencing significant growth, Westwind needed to upgrade their financial software to reduce the time spend in month-end consolidations, as well as provide for the more robust financial and management reporting needed to successfully pilot the business into the future. In addition, integration with the Microsoft office productivity tools that were standard throughout the company was a requirement.

The Solution
Westwind found these criteria met by a Great Plains solution, installed by 360 Visibility. Time-consuming and manual Excel-based monthly consolidations were replaced by a far more automated process, and access to the key financial information needed to run the business made a quantum leap. More detailed analytical capabilities, for example around individual project costing, are also supported by the new system.

• A significant reduction in the time it takes to produce monthly consolidated financial statements.
• A greatly enhanced financial and management reporting capability.
• A financial software platform fully capable of supporting rapid and continued growth.