Manufacturing — Electronics & Contract Assembly
Electronics Manufacturer: Cutting Month-End Close from 9 Days to 3
Orange County, CA
The Challenge
An electronics contract manufacturer's month-end close routinely took 8-9 days, driven by manual reconciliation between a shop-floor production tracking spreadsheet, Sage 100's job costing module, and the general ledger. Production variances were investigated manually each month, and management reports were rebuilt in Excel from scratch every cycle.
Our Approach
- Audited the gap between shop floor data entry timing and Sage 100 work order completions, identifying a 2-3 day lag that caused inventory and job cost figures to disagree with the GL at month-end.
- Reconfigured work order and component issue workflows to align with daily production reporting, closing the timing gap.
- Built Sage Intelligence dashboards replicating the management reports previously rebuilt manually in Excel each month, pulling live data directly from Sage.
- Reviewed and corrected inventory costing configuration to ensure GL and inventory subledger balances reconciled without a manual adjustment.
The Result
Month-end close time dropped from 8-9 days to approximately 3 days, primarily by eliminating manual reconciliation steps that were previously required every cycle.
