Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Services Business Seeks Out Best-in-Class Financial Management Known as the Bay Area's premier talent scouts, Premier Talent Partners has experienced significant growth and was recognized with several "best places to work" and "fastest-growing companies" awards in the past few years. The services firm now operates five offices in California and New York and, not surprisingly, found it challenging to run this expanding business on QuickBooks, which didn't integrate with its other business applications. Premier Talent Partners' finance team recently went in search of a new financial management solution that could support granular reporting across different locations and departments. "We considered NetSuite and FinancialForce, however, as a technology-centric organization, we immediately recognized that Sage Intacct was the best fit for our needs," shared Gina Brewster, Premier Talent Partners' corporate vice president of finance. "We appreciated that Sage Intacct could seamlessly integrate with any tool out there, and since we are heavy users of Salesforce, Sage Intacct's compatibility with the CRM system was especially important to us. We were impressed by Sage Intacct's intuitive, cloud-based interface and multi-dimensional reporting capabilities. Most importantly, we plan to double the company's size and had confidence in the platform's ability to scale along with us as we open more locations and continue to grow the business." Solutions Seamless Financial Workflows Increase Efficiency Premier Talent Partners implemented Sage Intacct as its financial management hub to streamline the full spectrum of accounting processes – from invoicing and accounts receivables, to accounts payable, payroll entries, expense management, allocations, and the monthly close. Its finance team minimized the time they spend on manual data entry by pulling time sheets from Salesforce, payroll reports from Paylocity, expense reports from Expensify, vendor payments from American Express corporate credit card statements, and client payments from the Armatic customer portal directly into Sage Intacct. "One of the biggest productivity improvements we've seen is during our complicated invoicing process," said Brewster. "With 500+ staff working across 400+ client projects at any given time, our weekly invoicing o en got out of control before we had Sage Intacct in place. But now, we're able to efficiently produce invoices in any format the client wants. Sage Intacct automatically gets our time sheets from Salesforce, and creates accurate invoices for each client every week – slashing our weekly process from around 12 hours of work down to just 6." Company Overview Premier Talent Partners is a talent identification and acquisition expert for growing companies. The firm partners with clients to find the best talent to fuel their big ideas, and provides candidates with outstanding advice, coaching and connections to optimize their careers. Headquartered in San Francisco, Premier Talent Partners has offices in the Silicon Valley, Berkeley, Sacramento, and New York City. Executive Summary Previous So ware: • QuickBooks Results with Sage Intacct: • So ware paid for itself in <3 months • Gained location and department-based financial insight • Cut weekly invoice preparation time in half • Shortened monthly close by 40% Services Business Seeks Out Best-in-Class Financial Management Premier Talent Partners C A S E S T U D Y

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