Case Studies
Capital Directions: “Good for Growth, Regulations & Budget”
Capital Directions, founded in 1985, is a wealth management firm located in Atlanta. In early 2007 the two principals, Jack Calhoun and Dennis Covington, were concerned about their recurring IT issues that were starting to impact the organization’s productivity. Their primary business application, Portfolio Center… (more)
Jacoby Group: “No Sudden Changes Please”
The Jacoby Group was founded in 1975 and built their reputation as a “traditional” retail center developer. Its initiatives now include mixed-use development, geo-communities, green space preservation, ventures in healthcare research, environmental / alternative waste-to-energy technology, and more. “We’re not a big company,” states Joan Greer, the finance & office manager, “So when our IT contractor informed us… (more)
Gramercy Insurance: “Supporting Growth… and Cutting Costs”
Gramercy Insurance Company is a commercial property and casualty insurance company with operations in Atlanta and Dallas. New ownership in 2000 has led to sustained growth since then: consistent increase in written premiums, year-over-year profitability, a B+ rating from A.M. Best, and a 280% increase in licensed territories. Tony Barner, Vice President of Operations, was looking for… (more)
Gastroenterology Specialists of Gwinnett: “From Good to Great”
Gastroenterology Specialists of Gwinnett (GSG) is a medical practice focused on digestive evaluation and treatment. They have four board-certified medical doctors, two locations (Duluth & Lawrenceville), supporting staff, and a fully accredited ambulatory surgery center. In 2009 the technical person at their IT support company left… (more)
