Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Creating Headroom for a Growing Business Yesler, Inc. is recognized by Chief Marketer and B2B Marketing as one of the top business- to-business (B2B) marketing agencies in the United States. The firm offers a full spectrum of marketing services under its Yesler B2B brand and on-demand staffing under its Projectline Services brand, from three offices in the United States as well as locations in the United Kingdom and Canada. Since the company's inception a li le more than a decade ago, Yesler has continuously diversified its list of global clients, and recently acquired another B2B agency. To scale these increasingly complex financial management operations, the firm decided to replace its QuickBooks accounting so ware with a cloud-based solution. Yesler's finance team wanted a system that would connect seamlessly with other business systems, support multiple currencies and multi-entity consolidations, power advanced project accounting, and provide be er visibility into operations across the company. Yesler's CFO, Alex Converse, recalls, "When we decided to upgrade our accounting so ware, we looked at all available options. We quickly se led on a cloud-based midmarket solution, and narrowed our choice to Sage Intacct and Oracle NetSuite. Ultimately, we decided that Sage Intacct was the best fit for our business. It offers excellent flexibility through the ability to integrate with all sorts of different applications as our technology needs evolve over time, and we appreciate the company's clear commitment to growing mid-sized businesses like ours." Solutions The Power of Best-in-Class Financial Integrations By implementing Sage Intacct as a financial hub, Yesler eliminated the many tools it was using for time tracking, financial reporting, and resource, vendor, and expense management, and realized a seven-month payback on its so ware investment based on efficiency gain as well as revenue enhancement and risk reduction. Now, instead of bouncing between disconnected workflows in QuickBooks, Excel, SharePoint, and Outlook, the finance team uses Sage Intacct's integrations with Salesforce, NexusPayables, and Mavenlink, which cut repetitive data entry across accounts payable, customer management, and resource planning processes. AcctTwo, a Sage Intacct consulting partner, worked with Yesler to develop and implement this integration strategy, and Sage Intacct Technical Services helped to further extend the system. For example, they built a custom application on the Sage Intacct platform for automated ACH payments and electronic fund transfers through Bank of America, which sped vendor payment reconciliations. Company Overview Yesler, Inc. is a services business made up of two brands with nearly 350 employees in Sea le, Portland, Philadelphia, and Toronto. Yesler is a full-service B2B marketing agency that blends strategy, creativity, and technology to build demand, engage customers, and grow revenue. Projectline Services is a values-driven consulting, staffing, and resourcing firm, providing world-class marketing consulting and services around the globe. Executive Summary Previous So ware: • QuickBooks Results with Sage Intacct: • Scaled easily through acquisition and rapid revenue growth • Saved $10,000 per month in misused staff time • Gained real-time visibility into account, project and department profitability Creating Headroom for a Growing Business Yesler, Inc. C A S E S T U D Y

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