1. Bowen, Miclette & Britt Insurance Agency – Prophix story
Operating since: 1993
Head office: Houston, Texas
Annual revenue: $30 million
Number of employees: > 150
G/L or ERP: Sagitta
Company website:
Company background:
Bowen, Miclette & Britt provides commercial and personal insurance brokerage and services, including claims management, loss control planning, and catastrophic claims consultation. The company markets and services property/casualty and life insurance and employee benefits plans, primarily in the southern US. Construction, manufacturing, and energy are among the company's key industry customers. It also offers surety bonds, estate planning, and risk management services. The firm's professional employer services division provides administrative services including human resource management and payroll services.
Business problems that lead to evaluating CPM, adopting Prophix:
Manual reporting work in Excel
Wanted a tool that could conduct intercompany eliminations for their subsidiaries (as a holding company, they own portions of other companies)
Budgeting in Excel. They wanted more streamlined processes with more control. Zach Schulte, their CAO, conducts their entire budget himself, but he didn’t want to continue playing with 20 different Excel files
Wanted a system that could integrate with Sagitta to get a live feed of their data. Prophix is one of the only systems that can do this. Crystal & Company provided a reference for them (also a Sagitta customer)

2. Bowen, Miclette & Britt Insurance Agency – Prophix story
Their Prophix solution:
Major differentiator is Prophix’s complete integration with their Sagitta ERP
2 cubes: finance and personnel
Financial cube
Balance sheet and income statement reporting
Consolidated reporting: intercompany eliminations. Reporting that shows their entities + eliminations + a consolidated view
Running processes to conduct their allocations and eliminations
Budgeting and reporting out of this cube. Operational expenses budgeting
Monthly forecasting for OpEx
Personnel cube
Budgeting and planning by employees (salaries, taxes, benefits, merit increases, bonuses)
Future plans:
Revenue planning set to begin in May, Will include budgeting by project
Interest in dashboards and scorecards down the line

3. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation
Implementation date:
☐ Preexisting customer YES
Original implementation date: Q2 2013
☐ Existing customer, upgrading
Original implementation date: ________________
Industry (choose all that apply)
☐ Agriculture, forestry, and fishing
☐ Professional services
☐ Financial services YES (insurance)
☐ Retail
☐ Wholesale and distribution
☐ Telecommunications
☐ Healthcare
☐ Utilities
☐ Education
☐ Architecture, engineering, and construction
☐ Life science
☐ Transportation and logistics
☐ Manufacturing
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit

4. Supporting data: Solutions built Capabilities used ☐ Budgeting YES
☐ Automation YES
☐ Forecasting YES
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation YES
☐ Microsoft platform integration YES
☐ Analysis YES
☐ Role-based security YES
☐ Profitability analysis YES
☐ Collaboration YES
☐ Personnel planning YES
☐ Flexible deployment
☐ Project planning
☐ Ad hoc reporting and visualization YES
☐ Revenue planning YES
☐ Capital expenditures planning
☐ Reporting and analytics Planned
(dashboards and scorecards)