1. Brickstreet Insurance – Prophix story
Operating since: 2006
Head office: Charleston, West Virginia
Annual revenue: $399 million
Number of employees: 500
G/L or ERP: Lawson
Company website:
Company background:
BrickStreet Insurance, doing business as BrickStreet Mutual Insurance Company, provides workers' compensation plans for businesses. The company also provides safety and loss control services, such as safety assessments, education and training, safety program development, loss analysis, and ergonomic evaluations; and return to work and medical network services. It offers its plans through a network of professional independent insurance agents in Illinois, Indiana, Kentucky, North Carolina, Pennsylvania, Virginia, and West Virginia.
Business problems that lead to evaluating CPM, adopting Prophix:
Workbook Preparation - A great deal of manual work was required to prepare templates in the Excel environment. Simple adjustments like updating a formula had to be made manually to each and every user’s template. Furthermore, providing either historical or target data in a user’s template for reference purposes was entirely manual and could require weeks of effort.

2. Brickstreet Insurance – Prophix story
Business problems (continued):
Consolidating data – The process of consolidating user templates was entirely manual and, as such, required significant effort that was prone to human error.
Budget revisions – Changes to the budget were often required after management review, but these changes were extremely tedious and time consuming to make. To see the resulting effects in the entire consolidated budget required updating all spreadsheets, and there was a lack of control over the change process (i.e. making one change could throw off other formulas, or data may be lost/forgotten).
Project solutions:
ODBC integration with Lawson allows for automation of processes and removes chance of human error with data
Data consolidation is done automatically in Prophix
Standard templates allow for data changes to flow through entire budget
Budget revisions are automated through workflow which allows for more control over the budgeting process. Also, allowing for quicker data changes and approvals

3. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation YES
Implementation date: Q4 2013
☐ Preexisting customer
Original implementation date: ________________
☐ Existing customer, upgrading
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 Capabilities ☐ Budgeting YES
☐ Automation YES
☐ Forecasting YES
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation
☐ 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
☐ Capital expenditures planning
☐ Reporting and analytics
(dashboards and scorecards)