JES Holdings experienced significant time savings with Charted Check Printing solution

Founded in 1984, JES Holdings is a privately held family of companies with a diverse portfolio spanning from affordable multi-family and senior housing communities to skilled nursing care and memory care centers, market-rate apartment and loft communities, along with historic renovations. With over 600 employees and three corporate office locations, the company has seen substantial growth over the years.

JES Holdings previously operated on Sage 300 Timberline software, but the lack of visibility and reporting capabilities prompted a shift to NetSuite in 2021. Over three years with NetSuite, JES has notably streamlined its operations. With critical information now easily accessible, the team is empowered to gain comprehensive insights and tailor the data to suit specific business needs.

The challenge

Before partnering with Charted, formerly SquareWorks Consulting, JES struggled with an outdated check printing solution that lacked support and efficiency. They were previously printing checks separately for each bank account, which consumed valuable time and resources. As their prior solution was being discontinued, JES embarked on a search for a dependable alternative that could support them for the foreseeable future.

How Charted helped

Charted Check Printing emerged as the optimal solution for JES Holdings. Native integration with NetSuite promised seamless implementation and minimal upkeep, aligning perfectly with JES’s requirements. Impressed by the solution’s comprehensive demonstration and competitive pricing, JES chose Charted. Additionally, Charted support for MICR fonts addressed a key necessity for JES, ensuring compliance and security in check printing processes.

“With Charted Check Printing, everything is in NetSuite, which makes a huge difference when you’re looking at time management. The intuitive user interface makes complex tasks simple and efficient.”
Marsha Lessley,
Assistant Controller

Implementation

The implementation process was marked by trust and efficiency. With Charted’ guidance, around 640 bank accounts were seamlessly imported into the system. Check templates were already configured to meet bank specifications, ensuring flawless printing and presentation. The software’s capability to easily add additional accounts was crucial for them. Additionally, the ability to print across multiple accounts was pivotal in streamlining their operations.

The Charted Check Printing solution was easy to use and efficient. It handled importing
640 bank accounts without any hassle. Once we completed the initial account setup, it was
simple to add more as needed, which was key for our business needs.
Marsha Lessley
Assistant Controller

JES leadership praised Charted for their calm and competent approach, which instilled confidence throughout the implementation phase. Responsive support from the Charted team further solidified the partnership, with prompt resolutions to questions within minutes.

“Charted Check Printing was easily the smoothest implementation experience I’ve encountered. When the implementation team is calm, it makes you feel calm because you know they’re going to execute the implementation well.”
Marsha Lessley,
Assistant Controller

Results

The transition to Charted Check Printing brought tangible improvements to JES’s operations. Previously time-consuming tasks were now streamlined, allowing for bulk printing of checks across multiple accounts in a single PDF. The user-friendly interface and NetSuite-native capabilities contributed to a positive user experience, garnering praise from JES team members.

Charted Check Printing has empowered JES to achieve greater efficiency, accuracy, and cost savings in their check printing processes. As they continue their journey of innovation, JES stands poised for continued success with Charted by their side.

“The NetSuite-native Charted Check Printing solution has improved our workflow by enabling batch printing of multiple checks, saving us a significant amount of time.”
Marsha Lessley,
Assistant Controller

Looking ahead

Beyond the success of the Charted implementation, JES remains committed to leveraging NetSuite’s capabilities to drive business growth. As they explore further integrations and enhancements within NetSuite, JES plans to entrust Charted with any future implementations.