Helderberg Village – How does the world’s best retirement village increase business efficiency?
About Helderberg Village
Somerset West, Western Cape
Sage 300 ERP Premium, Service Manager
The tranquil and serene settings of Helderberg Retirement Village, tucked up against the gentle slopes of the Helderberg Mountain in Somerset West, holds a very active and competent management team. Helderberg Village, with more than 800 housing units, was awarded the World’s Best International Retirement Village for 2012-2013.
“By giving management access to current information as and when they need it, and being able to analyse trends and measure performance, we have instilled a culture of managing by results. This has brought about a massive increase in our business efficiency and performance".
- Vagn Nielsen, Helderberg Village CEO
Helderberg Retirement Village, on the gentle slopes of the Helderberg Mountain in Somerset West, was recognised as the World’s Best International Retirement Village for 2012/2013. Behind the tranquil setting of the 800-unit village is a focused and active management team that uses the latest technology to drive superior business performance.The reason for this award becomes apparent when one starts to discuss business performance with their CEO Vagn Nielsen.
The Village’s management team implemented Sage 300 Accounting (Accpac) some years ago to improve its accounting processes. More recently, CEO Vagn Nielsen and his team decided to put in place a reporting solution that would extract information from the ERP platform and other systems and thereby facilitate better decision-making .
Helderberg Village’s challenge echoed recent ITWeb survey of ERP users, which found that 33% had difficulty accessing current data, while 32% found transactional or financial decisions cannot be done in real-time. According to the report: “This is a concerning trend as it clearly shows a disjoint between data that management needs in order to make informed decisions and the data that they have access to or are being presented with.”
Nielsen also realised that Helderberg Village’s growth made it nearly impossible for a single manager to keep track of the organization’s current status. For that reason, it needed to deploy performance measurement and control systems to give managers better visibility into the latest trends and developments within the business.
Helderberg Village appointed AWCape to design and implement a comprehensive Sage Intelligence based Business Performance Management System that would unlock the full value of its investment in the Sage 300 Accounting system by giving managers access to better management information and reports.
The Business Performance Management System was designed along the following criteria:
Real-time: Most reporting systems are aligned towards delivering financial reports several days or, in some cases, weeks after the end of a month. This may be helpful in analysing past performance, but it is hopelessly insufficient to keep a business manager aware of daily facts to help him make swift business decisions.
Available 24/7: Traditional reporting is delivered to the business manager not when he needs it, but according to the ability of the business function that prepares and distributes the report.
Delivered seamlessly on a mobile device: Traditional systems distributes reports in such a manner that it is not easily accessible on a mobile device such as iPhone, iPad or Android device, which means the manager does not have the performance of his business at his fingertips.
Limited to the essentials: A traditional system often overwhelms the manager with detailed and complex reports. We advise a business manager to define a limited number of metrics (KPI’s) keeping him/her fully aware of the business performance. By nature of this definition, not all of performance metrics will be made available from the accounting system.
For a sample of the management dashboards created for Heldeberg Village please click the following link: Dashboard Demo