Success Story
Why Kozeny-Wagner Left Sage 300 CRE Behind for a Smarter Future with Sage Intacct
Who
Patrick Kozeny, CEO
Chris Kozeny, CFO
For over 60 years, Kozeny-Wagner has been a leader in civil and commercial construction, growing into a leader in construction across St. Louis and beyond. As a Bangert customer since 1999, they relied on Sage 300 CRE for decades, but as the company expanded, so did its need for a more efficient and integrated financial management system.
“There’s never a perfect time to switch, but you have to do it at some point. We could have waited, but by making the move earlier, we’re reaping the benefits now.”
Chris Kozeny
CFO, Kozeny-Wagner
The Challenge: A Legacy System Holding Them Back
Sage 300 CRE, a legacy system that had served Kozeny-Wagner well, was beginning to show its limitations. Reports were static, requiring time-consuming workarounds. And as Chris Kozeny, CFO of Kozeny-Wagner, put it: “We were super comfortable with Sage 300 CRE—it was great. But it was evident that eventually this switch needed to happen.”
The Decision to Switch to Sage Intacct
The decision to move to Sage Intacct first started when Chris connected with Reid Bangert. Initially, he wasn’t looking to switch ERPs—but after an in-depth discussion about Sage Intacct’s AI capabilities and real-time reporting, the need for change became clear.
Chris Kozeny
CFO, Kozeny-Wagner
“I did not go into that conversation thinking, ‘Let’s get a new ERP.’ But it happened, and I’m very happy and very grateful for all the work that’s gone into getting us to this point,” said Chris.
After seeing what Sage Intacct could offer—AI-driven reporting, automation, and real-time visibility—it became clear that staying on Sage 300 CRE was not an option.
Implementation & Deployment: A Hands-On Approach
With Bangert’s proven deployment process, Kozeny-Wagner transitioned from Sage 300 CRE to Sage Intacct step by step. The structured deployment approach helped their team stay aligned, ensuring that everyone was up to speed at the same pace.
Chris noted that while any ERP transition requires effort, Bangert’s team made the difference:
“The big plus to the whole thing is just your people. Everybody we’ve worked with has been unbelievable. I would consider basically every single one of them an extension of our own staff.”
Through Bangert’s expert-led training, self-paced courses, and live Q&A sessions, Kozeny-Wagner’s team quickly adapted to their new ERP system. Even when challenges arose, the Bangert support team was there to help.
“If we run into an issue, we send it over, and we’re getting solutions right away. We never feel like we’re stuck waiting,” Chris explained.
The Result: More Control, More Insights, More Efficiency
Since making the switch, Kozeny-Wagner has seen significant improvements in their financial operations:
✅ Real-time data access: No more waiting on outdated reports or juggling multiple spreadsheets.
✅ Streamlined workflows: Processes that once took days now take half the time.
✅ Greater control over reporting: Chris and his team can now build custom dashboards tailored to their needs—without relying on outside consultants.
“All my dashboards are my dashboards. They’re built by me, managed by me, and they give me live data at my fingertips,” said Chris.
Beyond just accounting, Kozeny-Wagner now relies on Sage Intacct as a single source of truth, seamlessly integrating financials, project management, and HR data in one place.
Additionally, this shift hasn’t just improved reporting—it’s transformed how their team understands and manages the business,
“Coming from a legacy system, I could do my work, but my knowledge was limited.
When you build a system from the ground up, like we did with Sage Intacct and
Bangert Deployment, that knowledge expands significantly,” said Chris. “Having that expertise allows you to write internal controls, refine procedures, and streamline workflows—what used to take twice as long is now done in half the time.”
Pat Kozeny, CEO, explained that “the vision of what Sage Intacct is bringing to our company is very exciting. Our finance and admin teams are pumped about having real-time data at their fingertips. No more manual processes—just instant, reliable insights.”
By eliminating manual processes and integrating real-time data across departments, Kozeny-Wagner has set the foundation for continued growth and efficiency.
Patrick Kozeny
CEO, Kozeny-Wagner
Advice to Others Considering the Switch
For companies still on Sage 300 CRE, Chris offers this advice:
“There’s never a perfect time to switch, but you have to do it at some point. We could have waited, but by making the move earlier, we’re reaping the benefits now.”
His final verdict?
“100% I would recommend Sage Intacct and Bangert to another contractor. This was such a great experience—it was hard work, but it was worth it. We’re going to be better for it.”
Looking to Future-Proof Your Construction Financials?
If you’re still on Sage 300 CRE and wondering about your next move, Bangert is here to help. Get in touch and see how Sage Intacct can transform your financial operations.
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