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Case Study | Portugal and Spain

CERNA

Sage ERP X3 Implementation

Solutions

Sector: Wood industry

CERNA set as its central objective to ensure integrated, rigorous management of its forestry projects, by unifying processes and efficiently linking field work with management, eliminating information silos and ensuring real-time financial visibility.

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The Client

CERNA is a leading environmental consulting company, with an area of specialization dedicated to sustainable forest management.
Internationally recognized, it holds forest management and chain of custody certificates under the prestigious FSC and PEFC systems.

With a large-scale operation on the Iberian Peninsula, CERNA currently manages more than 30,000 hectares in Spain and more than 15,000 hectares in Portugal. It provides critical services to more than 200 companies in both countries, and also stands out for developing its own technology tools within R&D projects for the mountain industry chain.

The Challenge

As an organization with a high level of technological maturity, CERNA’s main challenge was the optimization of its internal processes and services. The company needed a solution that would allow full integration of its processes, especially the link between its vertical field-work platforms (developed in-house) and a centralized management system.

The complexity of managing multiple large-scale projects required rigorous control that the previous tools did not provide in a unified way, making the transition to a more robust, flexible digital ecosystem vital.

”To improve and optimize the company's internal services and processes, it was essential to integrate all processes through the Sage X3 solution

Oscar Expósito - Diretor Executivo da Cerna

The INCENTEA Solution

To address these challenges, INCENTEA implemented the Sage X3 management software, a solution chosen by CERNA, based on three pillars:

  • Project Management Module (PJM): Essential for detailed analytical control, ensuring project-by-project management and detailed tracking of budgeted cost against final cost.
  • 100% Web Technology: A mandatory requirement to ensure mobility, accessibility and operational efficiency.
  • Integration Capability: Sage X3’s flexibility to integrate with specialized vertical solutions in the forestry sector was a decisive factor.

The Results

The implementation of Sage X3 allowed CERNA to reach a new level of operational excellence through rigorous analytical accounting, which enables detailed financial management of each project and immediate identification of deviations between the planned budget and actual execution.
This control is supported by the unification of processes, smoothly integrating the field technology solutions with the organization’s administrative and financial workflows and eliminating information silos.

With this robust digital infrastructure, CERNA has strengthened its effectiveness in Iberian management, while always maintaining full compliance with the rigorous standards required by international certifications.

Why choose INCENTEA?

INCENTEA combines technology, methodology and business knowledge to deliver real results. Want to transform the management of your business and achieve the same results in your company?

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