Customer Case Studies

www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_Study_RapidRatings_Updated | February 13, 2019 3:37 PM E n g i n E E r i n g F i r m S E E k S a S o l i d F o u n d a t i o n F o r F i n a n c E Sage Intacct has also enabled GeoTechnologies to simplify and speed annual delivery of finan- cial data to its insurance carrier for policy underwriting. "Before, retrieving revenue information broken out by client types and ever-changing insurance industry project categories for these reports was a very manual, multi-week effort in Excel," Hester said. "With Sage Intacct, I just point and click to get everything we need, and I can regroup the data easily based on the latest requirements." The biggest gains have come in reporting. "With Sage Intacct, we're saving about 15 hours a month in the reporting process — no more downloading data into Excel and manipulating it for hours, and not being sure if you have the right data when you're done," Hester said. Beyond the time savings, GeoTechnologies can create a broader range of richer reports using Sage Intacct dimensions. For example, GeoTechnologies is able to track and quickly report on key project information, including contract details and job-specific insurance requirements, to name a few. Results Real-Time Project Visibility for Be er Business Decisions The new insights with Sage Intacct are contributing to be er business decision-making orient- ed for growth and cost-efficiency. Sage Intacct provides GeoTechnologies with full visibility into financials across a variety of operational dimensions that allows business users to filter, group, and organize data across specific projects, clients, departments, or employees for granular reporting and analysis. Using Sage Intacct, the finance team built custom dashboards for each project manager, as well as separate dashboards that display financial data and collections data for executives. In addition, Sage Intacct helps GeoTechnologies monitor important trends, such as the number of new and repeat clients, accounts receivable turnover, services utilized, and more. "Our engi- neers are given the latitude to accept or reject projects when contacted directly by a client, and that freedom to operate independently and 'do their own thing' can be a challenge. Sage Intacct helps by giving us transparency into what types of projects they are taking on and the value add to the company," said Hester. "As a result, we can see if we're working too much for one client or client type, on small or large projects, etc., and make adjustments as needed." As the economy fluctuates, GeoTechnologies needs to decide which market and client seg- ments to pursue and which to pass on. This helps the business maintain a healthy blend of work and limit exposure in more volatile market segments such as single-family homes and subdi- visions. The upgrade from Microso Dynamics GP has made Hester's team more of a trusted advisor to the company. "Since going to Sage Intacct, we're able to bring more quality financials and overall managerial information to the executive team," Hester said. "The finance function has become a more valued and integral part of the business." Sage Intacct lets us drill into revenue and expenses for any pro- ject in real time, and ensure a huge time savings to our finance team. With this flexible way of looking at data, we're able to give senior management valuable business performance insight, rather than delivering outdated reports months later. Debora Hester, Controller, GeoTechnologies

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