Case Studies

Selected Sage X3 Engagements

Anonymized case studies from real Sage X3 implementations, rescues, and optimization projects led by PRH Consulting.

Food & Beverage ManufacturingImplementation & Adoption

MRP Adoption Restored Through Real-Time Planning & Automated Material Explosion

Business problem
Sage X3 was in place, but planning still ran on spreadsheets across 2,000+ SKUs.
PRH role
Restored inventory data integrity, redesigned MRP/MPS, and drove full team adoption.
Result
MRP adopted by all 8 planning roles within 60 days.

Automated MRP and MPS adopted across 2,000+ SKUs and 100+ phantom structures — full planning team operating from Sage X3 within 60 days.

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Food & Beverage Manufacturing & DistributionWarehouse Automation Implementation

Real-Time Warehouse Automation Supporting 800+ Pallets Daily

Business problem
Manual, paper-based warehouse execution couldn't keep up with 800+ pallets per day.
PRH role
Designed and deployed native Sage X3 mobile warehouse automation end-to-end.
Result
800+ pallets/day processed with real-time inventory accuracy.

Barcode-driven warehouse automation handling 800+ pallets daily — real-time inventory, full traceability, and zero paper-based processes.

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Food & Beverage DistributionMulti-Company Implementation

Caribbean Food & Beverage Multi-Company Sage X3 Implementation

Business problem
Legacy ERP could not consolidate multiple entities, currencies, and islands.
PRH role
Delivered a phased multi-company Sage X3 rollout with bank automation.
Result
Month-end close reduced from 15+ days to 6 days; 98%+ inventory accuracy.

Multi-company Sage X3 deployed across multiple Caribbean islands, with full intercompany, multi-currency, and distribution operations live on a single platform.

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Industrial ManufacturingERP Rescue & Stabilization

US Manufacturer ERP Rescue and Stabilization

Business problem
Sage X3 had been live 18 months but never stabilized; CFO was considering replacement.
PRH role
Root-cause assessment, master-data repair, costing fix, and close acceleration.
Result
Replacement project cancelled; close reduced from 18+ days to 6 days.

Stalled implementation recovered — manufacturing, MRP, and costing stabilized, month-end close restored within 60 days of engagement.

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Wholesale DistributionBank Automation Rollout

Wholesale Distributor Bank Automation Rollout

Business problem
600+ weekly checks, spreadsheet bank rec, and no fraud controls.
PRH role
Redesigned the full cash cycle and rolled out ACH, positive pay, and lockbox.
Result
Reduced manual reconciliation with bank rec current to within 24 hours.

Full bank automation deployed across ACH, positive pay, lockbox, and multi-bank reconciliation — eliminating manual bank processes entirely.

Discuss Finance & Reporting Optimization
Diversified HoldingsFinance Consolidation

Multi-Entity Finance Consolidation in Sage X3

Business problem
Five entities across two countries; quarterly consolidation took two weeks in Excel.
PRH role
Unified chart of accounts, intercompany redesign, and Sage SEI consolidation.
Result
Quarterly consolidation reduced from 2 weeks to 3 days; faster reporting.

Chart of accounts redesigned and intercompany consolidation automated across U.S. and Caribbean entities, reducing close cycle from 18 days to 6 days.

Discuss Finance & Reporting Optimization
Discrete ManufacturingMRP Optimization

Manufacturing MRP Optimization in Sage X3

Business problem
On-time delivery below 80%; MRP distrusted; shop floor running on whiteboards.
PRH role
Master-data clean room, planning policy redesign, and shop-floor adoption.
Result
On-time delivery improved to 95%+; improved operational visibility.

MRP tuned and BOM/routing data corrected — planning suggestions became reliable within weeks, restoring planner confidence in the system.

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Highlights

Quantified outcomes from recent engagements

A snapshot of measurable results across the case studies above.

  • 18+ days → 6-day close
    US industrial manufacturer, post-go-live stabilization
  • Replacement project cancelled
    Sage X3 retained after rescue engagement
  • MRP adopted within 60 days
    Manufacturing planning restored from spreadsheets

What Clients Value About Working With PRH

Our clients often come to us when the stakes are high — stalled implementations, unreliable reporting, complex multi-entity operations, or Sage X3 environments that need senior-level attention. While many engagements are confidential, the feedback is consistent: clients value direct access to experienced consultants who can diagnose, stabilize, and deliver.

PRH brought clarity to a complex Sage X3 environment and helped us move from uncertainty to a practical execution plan.
— CFO, Multi-Entity Distribution Company
We needed senior consultants who understood both the system and the business process. PRH was able to step in quickly and get the right people aligned.
— Operations Executive, Food & Beverage Manufacturer
The biggest difference was that we were not handed off to junior resources. The people advising us were the people doing the work.
— IT Director, Mid-Market Manufacturer

Client references are available upon appropriate request and confidentiality review.

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