When PJ Heat Exchanger Services Ltd realised their Sage 50 system was starting to hold them back, they turned to CPiO for a solution that could keep up with their growing workload. After years of steady expansion and an increasing volume of data, it was clear they needed a more powerful system and Sage 200 Professional was the perfect fit.
Based in Barnsley, PJ Heat Exchanger Services is the largest industrial SPX-approved plate heat exchanger (PHE) service centre in England. The team specialises in servicing, supplying and refurbishing all types and models of heat exchangers, keeping vital industrial equipment running smoothly for customers across the UK. As the business has grown, so has the number of projects, invoices, and stock items to manage daily, making a scalable ERP solution like Sage 200 Professional a natural next step.
Outgrowing Sage 50
After more than 20 years on Sage 50, the team had reached the limits of what their old system could handle. With over 16,000 project records, far beyond Sage 50’s optimal capacity, even routine tasks like raising invoices or checking project details were taking far longer than they should. Time delays were affecting productivity and frustrating staff, and the company needed a system that could keep up with their operational demands.
Finding the right solution
Working closely with the PJ Heat Exchanger Services team, CPiO identified their key challenges and recommended Sage 200 Professional as the right solution. The system’s advanced project accounting, flexible reporting, and robust stock management features are designed to provide the support a growing business needs to stay efficient, organised, and ready for the future.
We’re really excited about moving to Sage 200 Professional with CPiO,” said Gunda Moore, Company Secretary at PJ Heat Exchanger Services. “Our team has been managing more projects and data than ever before, and we’re looking forward to the new system helping us work more efficiently, reduce delays, and give us the flexibility to grow without worrying about the technology holding us back.”
Looking forward to greater efficiency
With the move to Sage 200 Professional currently underway, PJ Heat Exchanger Services is preparing to enjoy faster performance, greater data capacity, and more powerful reporting, all designed to eliminate the inefficiencies they experienced with Sage 50. The new system will give the team room to grow and the confidence that their technology can support their ambitions once the implementation is complete.
Once live, Sage 200 Professional will allow PJ Heat Exchanger Services to:
“PJ Heat Exchanger Services has been a loyal Sage customer for over two decades, so helping them take this next step is particularly rewarding,” said, Steve Goodwin, Business Development Manager at CPiO. “Sage 200 Professional gives them the performance, flexibility, and scalability they need to keep growing — and to make their day-to-day work much smoother.”
For PJ Heat Exchanger Services, the upgrade means fewer delays, smoother processes, and more time spent on what they do best — keeping customers’ equipment running efficiently and reliably.
We’re proud to welcome PJ Heat Exchanger Services Ltd to the CPiO community and look forward to supporting them on their Sage 200 journey.
To learn more about how Sage 200 can transform your business visit www.cpio.co.uk/sage-200 or contact us on 0344 880 6140 to schedule a demo.