XEO CASE STUDIES

Let Xeo show you how our Hybrid ERP gives you the best of all worlds.

THEIR CHALLENGES

Liberty Resources, Inc. is a non-profit organization that promotes independent living for individuals with disabilities, the largest center of its kind in Philadelphia. Liberty had already outsourced its payroll for its 1,000+ clients, but the tax forms were another story. Liberty’s clients were technically employers because they hired personal-care attendants, and were required to file quarterly and annual tax forms with both the state of Pennsylvania and the Federal Government. So Liberty Resources was manually creating these tax forms each quarter and at year-end. It was a massive effort that consumed the entire department plus six temporary accountants for more than a week, four times a year.

XEO SOLUTION

Business Process Automation
Our experts started by carefully evaluating Liberty’s staffing resources and the unique requirements for its clients’ quarterly and annual tax returns. Then our staff created customized software that automated data transfer from the payroll outsourcer and produced accurate forms for the State and the Feds. We also added special features that allowed Liberty Resources to review and override elements on individual returns as needed. We also included an option to file the forms either electronically or paper.

Business Results


Reduced associated labor from 1,600 to less than 200 hours per year
Automated submission of electronic returns reduced late filings and improved accuracy

About Xeo

Xeo develops custom ERP and business process automation software with a unique model that enables small and medium businesses to scale for growth – guaranteed. Founded in 2001 by a former IT professional serving the U.S. Army, Xeo has been helping businesses improve operating efficiency, reduce costs, and grow revenues by integrating disparate software systems and automating manual business processes.

Xeo’s unique Hybrid ERP delivery model allows businesses to own the source code to custom application modules while enjoying the benefits of SaaS such as off-premise hosted delivery and monthly fee schedules.

Why choose XEO?

Our Hybrid software delivery model gives small and medium businesses all the benefits of custom software with the payment
and delivery flexibility of SaaS. The result is enterprise grade functionality made simple and affordable.

Enterprise capability for SMBs:

We focus solely on small and medium businesses ranging from start-ups to companies with hundreds of millions in revenue. Big IT staff or no IT staff, we are an extension of your team.

ROI focused, client-driven

Unlike SaaS or packaged software vendors, we design and develop only the ERP application modules you need so you can protect your investment in legacy applications. We also help you map your business process workflows to identify opportunities for automation so that your ERP solution is built on top of optimized processes for greater efficiency.

Flexible Payment and Delivery

Our unique Hybrid Development Model offers you the best of custom development and SaaS: you can run your solution on-premise or we can host it, and you finance as a traditional CapEx or via monthly (SaaS type) fees. Regardless of your choice, you own the source code.

Comparison of Software Delivery Models


Learn More About Hybrid ERP

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ERP and business automation software
that enables SMBs to scale for
growth - guaranteed.
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