Case Studies

Here is a sampling of the many success stories experienced by our clients.

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Expense reduction (5)
Expense reduction (4)
Sameday
Expense reduction (3)
Expense reduction (9)
Expense reduction (10)
Virtualcard
Expense reduction (7)
Expense reduction (8)

Pulmonary and Sleep Consultants save over $120,000

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RESULT:
» Optimally has saved the practice approximately $120,000 annually, which has allowed the partners to plan a major capital acquisition and also add several new full-time employees.
» “They used data to help us uncover problems and negotiate solutions with almost every vendor we have, at no cost or risk to us.” - Mandy Hiner, Practice Administrator
» The Optimally process was easy, thorough, and almost immediately freed time for the partners and administrator to focus on running their busy medical practice.

Download "PSCK-Case-Study-V7-Approved.pdf"

Schools leverage data to lower expenses and save over $100,000

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RESULT:
Achieving savings for our clients from their current vendors is what makes working with Optimally easy. This is accomplished through the value of a full professional negotiations team with limitless ability to renegotiate any volume of agreements. In this client engagement, our negotiation target is 45 vendors during the first year. Instead of having Optimally engage all vendors month one, we worked with the client to approach 10 per month. There is a plan in place to bring some new vendors onboard as school draws to a close that we will be benchmarking throughout the summer. 

Download "AGF Optimally-Education-Case-Study.pdf"

Management Company saves over $100,000 with Expense Reduction Audit

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Download "LaBelle Management.pdf"

City Municipality saves over $29,000

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Results
The Laundry Guy negotiated with the existing supplier to create a new deal that helped the City save $29k/year without waiting 2 years for the current deal to expire.

- Consolidated all departments into one agreement to make it easier to manage
- Credits from audits & negotiations
- Got old garments replaced where necessary
- Monthly reporting for city/department managers with benchmarking report by location with all changes and variances highlighted
- 38% total savings for a total of $29k/year

Download "AGF - City-Municipality - Success Story.pdf"

Multilocation auto dealership group with 17 business units 45% Savings

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Results
The Laundry Guy reviewed the current suppliers and others in the marketplace and began negotiating to achieve the best pricing, terms, incentives, product quality, customer service and satisfaction guarantees. After several months of negotiating, results included:

- Invoice credits of over $12k from audits and negotiations
- New standards for garment repairs and replacements
- New communication system for all employee and program changes - Monthly Supplier Satisfaction Meetings with Fixed Ops Director
- Monthly reporting for CFO with benchmarking report by location with all changes and variances highlighted
- Over 45% total savings, resulting in 5 year savings of over $300k

Download "AGF- Dealership Success Story.pdf"

Day School saves over $120,000 annually with Expense Reduction Audit

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Download "Detroit County Day.pdf"

Automotive Supplier saves over $500,000 in refunds with Expense Reduction Audit

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Download "Chassix Letter.pdf"

Concept Industries saves over $200,000 in refunds with Expense Reduction Audit

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RESULTS

Within two weeks the audit discovered about $25,000 in savings. Upon further in depth review they identified potential savings in excess of $200,000 which would be earned by changing suppliers of electrical services going forward for the next three years.

Download "Concept Industries Testimonial.pdf"

Delta Dental gets over $450,000 in refunds with Expense Reduction Audit

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RESULTS

After an initial phone call and meeting, their team of experts went to work on the audit process, which required minimal effort on our end. To our pleasant surprise, over $450,000 in refunds were discovered and delivered. We are now learning of over 30% savings in our telecommunications services moving forward.

Download "Delta Dental.pdf"

Soy Supply Company gets $70,000 refund with Expense Reduction Audit

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RESULTS

The utility audit conducted identified over $70,000 in refunds. There was no risk involved; the utility audit process was simple and completed remotely with little time involved from us.

Download "CFS Companies.pdf"

Machine Manufacture saves over $40,000 with Expense Reduction Audit

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RESULTS

Tenurgy’s process required minimal effort from the C&S team and identified significant opportunities for savings. Over the last eight months, C&S has saved over $40,000 in utility costs and will continue to see annual savings.

Download "C_S Machine 2020.pdf"

Belding Area Schools Expense Reduction Audit

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RESULTS

Over the term of our agreement Tenurgy was quick to respond to any questions and continued to offer assistance if needed. Tenurgy’s staff is very knowledgeable and helped us realize substantial savings on our utility bills. The whole experience has been beneficial for Belding Area Schools and we recommend Tenurgy's services to anyone interested in lowering their utility expenses.

Download "Belding Area Schools.pdf"

AG Business Solutions saves over $25,000 with Expense Reduction Audit

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RESULTS

Tenurgy was able to identify a refund of nearly $30,000 and areas of savings that total over $27,000 annually. AG Business Solution activated the recommendations and currently is realizing monthly savings.

Download "AG Business Solutions Testimonial.pdf"

Eastern Michigan University saves over $350,000 with Expense Reduction Audit

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RESULTS

With Tenurgy's assistance, Eastern Michigan quickly began realizing savings on our utilities and we are on track to save $300,000 to $350,000 annually. Tenurgy's audit produced a number of other areas, which we will be reviewing in the coming months adding another $100,000 or more in annual savings.

Download "Eastern Michigan University.pdf"

A Completely Customized Solution Allows Shipper to Manage Explosive Growth Accurately While Saving Both Time and Money

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RESULTS

As Elanders worked to manage their explosive growth, they were able to implement a management and reporting system in a very short amount of time. Some of their clients were growing by as much as 80%, and they were able to handle that growth with complete accuracy. They have virtually removed costly errors due to manual entry error, and now provide their clients with easy, real-time reporting. There are no longer costly downtime errors due to label printing bottlenecks. Elanders has a partner in SHIPSTORE that ensured they received and fully understood the system that best met their needs.

Download "AGF ELANDERS Case Study.pdf"

Business with Many Locations Solves Constant Error and Lost Revenue by Unifying Their Locations Under One System

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RESULTS

Factory Motor Parts billing issues were completely eliminated! They now charge customers accurately and consistently. Where their shipping process was diverse and complex, there is now consistency across all locations and the corporate office has control. Overall, due to fixing so many issues, Factory Motor Parts now sees an increase in revenue, a decrease in wasted time and they scale faster. They have grown to nearly 150 warehouses with nearly zero friction or strain on their processes.

Download "AGF FMP Case Study.pdf"

Progressive Dunkin' Franchisee with 31 Dunkin Stores and 510 Employees Partners with Rellevate Resulting in HR Savings of Over $350,000

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RESULTS

• Retained over 60% of workforce through a combination of initiativesincluding the Rellevate program • Achieving a yearly costsavings of over $350,000 in new hire / training related costs • Succeeding in hiring and retaining workers during this Covid Government Stimulustime period • Converted 95% of their Employeesfrom payroll checksto the Rellevate Digital Account • Eliminated most check processing and distribution costs with over $2,000 per month in savings • Now providing a compelling Financial Wellness Benefit that is proven to increase worker morale

“Rellevate provides the perfect solution to move away from payroll checks to direct deposit, Pay Any-Day is a compelling product for my employees, and a great benefit tool for hiring purposes. It has reduced my back office expenses and increased employee retention.” In Their Words Dunkin' Franchise Owner

Download "AGF CaseStudy_Palace_Casino_Resort.pdf"

PALACE CASINO MOVE VENDORS AWAY FROM CHECKS AND ONTO MORE EFFICIENT ELECTRONIC PAYMENT PROGRAM

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RESULTS

“For our suppliers that have been resistant to card payments, they’re more amenable to CSI’s Private Network. It’s a lower fee for them and settles much like wire transfer or ACH. Working in partnership with CSI’s team, the company has begun presenting the Private Network option to the remaining 33% of vendors still receiving check payments, in an effort to convert more vendors to the electronic program. Just two months after introducing the Private Network option, Palace Casino’s electronic spend has grown $500,000 and is expected to continue growing.

“We do capture more rebate, but for us the most important thing is about getting rid of paper. We love the rebate – it’s revenue that pays for the salaries of our payables department. But what I love even more is the efficiencies and ability to streamline our payments, turning our payables into a profit center.“

As Conwill summarizes, “We are letting our vendors know that we’re committed to this program and will move our business forward with or without you. It’s a business decision. And when they look at the decision from their business perspective, it usually doesn’t make sense to walk away from the revenue potential due to a minuscule fee.”

“We love the rebate – it’s revenue that pays for the salaries of our payables department.” - George Conwill, CFO, Palace Casino

Download "AGF CaseStudy_Palace_Casino_Resort.pdf"

NU IMAGE DRY CLEANERS GAINS FASTER, MORE RELIABLE PAYMENTS

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RESULTS

“We used to spend at least three days every month making phone calls to collect payments. With CSI Paysystems we receive our payments like clockwork.”

“One of the greatest benefits has been the detailed email remittance.” Every email remittance includes detailed transaction data with invoice numbers to make reconciliation easier. “This new payment system also saves time and money, by not receiving paper checks, we no longer worry about getting deposits to the bank on time—we receive the email notification and then process the payment, no questions asked”.

As for accepting credit card payments, the decision was easy. “We already accepted credit cards from consumers so accepting them from our corporate clients was a breeze. Plus, being an accepting vendor with CSI is a more practical solution for us, and creates easier reconciliation for everyone involved.” Steve no longer has to waste time chasing down lost payments and he receives his payments on time. “There is a cost associated with being an accepting vendor but the benefits far outweigh the processing fee, especially when you look at the bigger picture”.

“We already accepted credit cards from consumers so accepting them from our corporate clients was a breeze” - Steve Morauski, Owner

Download "AGF CaseStudy_Nu_Image_Dry_Cleaners.pdf"

LUXURY AUTOMOBILE MANUFACTURER MERCEDES-BENZ USA CHOOSES CSI GLOBAL-FLEET FUEL CARD PROGRAM FOR NATIONAL DEALERSHIP NETWORK

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RESULTS

When asked if he would recommend CSI global-fleet to other dealers, Federico was quick with advice. “It’s a must-have. It takes what is normally a problem in the areas of theft and misuse and makes them seamless.”

Troiola agrees. “It’s a no-brainer. The CSI global-fleet fuel card program is a necessity for any dealer.”

Ramhorst is proud to offer the CSI global-fleet fuel card program to MBUSA dealers. “We’re glad we chose CSI as our partner. We are confident that our dealers, dealer groups and multi store operators have access to the best fuel program available, and a powerful way to control fuel expenses and achieve significant savings every month.”

“Fuel is a significant cost for any dealership. The ability to get discounts on every gallon of fuel is a tremendous cost savings.” - Bob Federico, General Sales Manager, Estate Motors, Inc.

Download "AGF CaseStudy_MercedesBenz.pdf"

LUXURY HOTEL REPLACES PAPER CHECKS AND DISCOVERS NEW EFFICIENCIES AND REVENUE

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RESULTS

Transitioning to CSI Paysystems has freed up time and allowed Michaux to concentrate on many other projects rather than continuously tracking down payments.

“Our payments are made on time, I have complete visibility over them, and we also have a nice financial gain with the rebate. Accounting now has a revenue stream, which has been a very nice addition to our hotel’s bottom-line.”

What would she say to other financial executives who are considering the move to CSI Paysystems?

“There is nothing to lose. Once you’re up and running, the system is great. The rebates are now an expected part of our monthly and annual revenue projections and our account team at CSI is always looking for ways to help us increase our rebate potential.”

“Accounting now has a revenue stream, which has been a very nice addition to our hotel’s bottom-line.” - Kimberly Michaux, Assistant Controller

“CSI was outstanding and over time, they even partnered with other system providers, which helped us to further streamline the process.” - Kimberly Michaux, Assistant Controller

Download "AGF CaseStudy_LaPlaya_Beach_GolfResort.pdf"

FEWER CHECK PAYMENTS RESULT IN ADDITIONAL REVENUE AND IMPROVED EFFICIENCIES FOR HOTEL MANAGEMENT COMPANY

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RESULTS
Kolter Hospitality is now using CSI Paysystems at their corporate office as well as at each of their hotels. Payments that once took hours to execute can now be completed in as little as 30 seconds. Significant savings have been created in terms of manual employee labor as well as costs associated with paper check materials across all of their AP departments and limited service hotels.

“You can instantly recognize that people are doing more value-added tasks instead of just sitting at their desks stuffing envelopes.”

CSI Paysystems offers monthly cash rebates on spend volume allowing Kolter to receive the added benefit of a new revenue source. As more vendors have signed up to receive electronic payments, the monthly rebates have continued to grow.

“We have received a minimum of $20,000 per year in rebates from our limited service hotels in addition to a very recognizable shift in employee productivity.”

Download "AGF CaseStudy_IllinoisCPASociety.pdf"

INTEGRATED EXPENSING, INVOICING, AND PAYMENTS SOLUTION HELPED THIS ORGANIZATION LEAD BY EXAMPLE WITH ADDED REVENUE AND WORKFLOW EFFICIENCIES

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RESULTS
TIME SAVINGS
It now takes significantly less time and requires half the number of people from invoice to payment.

VENDOR ENROLLMENT When new vendors are identified they are typically enrolled on the system by the end of the day. Within the first week CSI had far exceeded vendor enrollment goals.

ADDED REVENUE
After six months using the solution, revenue has actually grown as a result of the virtual card rebate received each month.

“A lot of companies fear breaking away from a process that think already works. Well, we broke a process that worked and replaced it with something that works even better and has created a significant shift in our overall efficiency. I would tell any CPA firm or organization, to take the leap with SAP Concur Invoice as well as the CSI Paysystems platform. For a minimal investment of time up front, you will get a huge amount of time savings and cost savings going forward.” – Ryan Murnick, Controller

Download "AGF CaseStudy_IllinoisCPASociety.pdf"

SERVICE COMPANY CAPITALIZES ON MODERN PAYMENT SOLUTIONS

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RESULTS
Home-Tech initially moved 50% of its payables over to CSI Paysystems and utilized their virtual cards, gaining efficiencies through automation and reducing costs by eliminating paper checks. Sawyer added, “Writing checks is archaic. This is a new way to make payments that’s easy and allows us to earn 1% cash back.”

CSI Paysystems also allows for easy reconciliation, with a unique card number generated for each vendor payment. “The reporting is fantastic,” said Sawyer.

Home-Tech reduced the number of checks written by 40% within the first six month. The company plans to continue expanding its use of virtual card payments throughout its business, including its corporate giving program.

Download "AGF CaseStudy_HomeTech.pdf"

TORONTO LUXURY HOTEL USHERS IN NEW ERA OF PRODUCTIVITY

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RESULTS
While hotels are accustomed to receiving payments via credit cards, many vendors are not. Because of this, Laroche’s expectations were low, anticipating 10% of the hotel’s vendors would agree to accept virtual card payments. “I was so surprised that the CSI team achieved 50% enrollment during the initial campaign, and even more surprised that most vendors remain on the program because they immediately see the benefits.”

Although accepting credit card payments also requires the absorption of transaction fees, most vendors discover those fees are offset by savings from faster and easier payments. The scale of CSI’s business and dominance in Canada is an added advantage that promotes greater knowledge about the program and therefore a greater willingness to join.

“Professional, responsive, and reliable; those are words I’d use to describe CSI’s support team. CSI continually exceeds my expectations and are in a class above any other

Laroche oversees numerous hotels in the central Canada region and recommends CSI Paysystems to all financial decision makers.

Download "AGF CaseStudy_FairmontRoyalYork.pdf"

PRESTIGIOUS GOLF CLUB CONVERTS 60% OF SUPPLIER PAYMENTS FROM CHECK TO VIRTUAL CARD TO SAVE TIME, REDUCE FRAUD, AND EARN NET NEW INCOME

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RESULTS
Currently, Calusa Pines Golf Club pays approximately 60% of their invoices using virtual credit cards. Since coming onboard with CSI in January 2020, they have earned $20K in added revenue from the rebate earned on virtual card transactions.

“To this day, I smile every time I process a batch of payments with CSI. I know those payments will be delivered and executed timely with the supplier.” – Nancy Martin, Club Administrator at Calusa Pines

Download "AGF CaseStudy_CalusaPinesCountryClub.pdf"

OIL EQUIPMENT COMPANY CUTS AP PROCESSING TIME BY ONE THIRD WHILE CREATING NEW REVENUE

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RESULTS In just three months,
Adams & Fogg estimates that it has cut the time required to process payables every month by at least one third, which equates to substantial cost savings. Additionally, the monthly rebate earned has more than doubled as CSI continues to work on behalf of Adams & Fogg, enrolling vendors in the virtual card program.

“CSI Paysystems is very easy and the rebate is wonderful. Who wouldn’t want to save money and make money at the same time?” - Ginny Lawless, Office Manager

Download "AGF CaseStudy_Adams_Fogg.pdf"

DONOHOE HOSPITALITY WINS TWICE: MORE SAVINGS AND NEW REBATE REVENUE

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RESULTS
Would CFO Jack Fritsche recommend CSI Paysystems to other financial executives? “I would certainly encourage anybody to use CSI Paysystems. I’m happy because I push a button and I know my debts are paid, and I’m also getting a rebate. You will gain a competitive advantage by working with CSI.”

“Before CSI Paysystems, the paper trail was costly in many ways, and I couldn’t effectively track my vendor payments with ACH.” - Jack Fritsche, SVP and CFO, Donohoe Hospitality Services

Download "AGF CaseStudy_DonohoeHospitalityServices.pdf"

GOLF CLUB DRIVES AP SUCCESS

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RESULTS
Change is never easy, particularly when it involves installing new systems. “We weren’t excited about going through the change process. We already had our plates full and didn’t have time to learn a new, complicated software system.”

The Club was pleased with how smooth the transition was, and
the support provided by CSI along the way. CSI’s dedicated account management team guided them through the learning curve and spearheaded the vendor enrollment campaign, contacting every
vendor and ultimately moving nearly 50% of the Club’s vendors
to CSI Paysystems.

•     Nearly 50% of vendors accepting virtual payments
•     Improved efficiencies by eliminating paper checks
•     Cost savings of $5.14 per eliminated check (as estimated by The Accounts Payable Network); or an estimated $4,217 annual savings for the Club.
•     New monthly revenue of $1,500-$2,000 per month from
cash back rewards.

Download "AGF CSI Lexington Country Club Case Study (1).pdf"

Simple 3 step process
Step 1


DISCOVER

GATHER & REVIEW
We collect the necessary data, which is typically one month’s invoice for each chosen category. First, the process allows us to learn more about your company culture, such as addressing any current vendor likes and dislikes, purchasing preferences, etc. Second, we believe in maximizing your savings, which starts by saving you time.
Step2

ANALYZE

APPROVE
We run through the cost reduction strategy with you and make any necessary adjustments. Our clients appreciate that in many cases, these recommendations do not require a vendor change, and they are able to stay with the same vendors at reduced costs. Ultimately, you decide which strategies you’d like to implement.
Step3

REPORT & SAVE

MAXIMIZE IMPACT
We monitor outcomes and report results to you on an ongoing basis to ensure your savings are “locked in” and your profitability is maximized.
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We help companies do more by spending less.
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