Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview Powered by prayer and the Holy Spirit, with roots dating back to 1701, the Archdiocese of Detroit forms disciples and builds Catholic community in southeast Michigan. The organization administers Roman Catholic parishes and schools within the city of Detroit as well as Wayne, Oakland, Macomb, St. Clair, Monroe and Lapeer counties. It serves with a spirit of gratitude and joy, going forth with apostolic boldness to unleash the Gospel. The Archdiocese is under the care of the Most Reverend Allen H. Vigneron, Archbishop of Detroit. Established by Pope Gregory XVI in 1833, the diocese initially included all of Michigan, Wisconsin, Minnesota and portions of the Dakotas, east of the Mississippi River. Executive Summary Previous Soware: • Serenic Results with Sage Intacct: • Reduced monthly close and reporting timetable by ~15% • Improved forecasting eciency ~20% • Increased nance team productivity ~25% Challenges Transitioning from Maintenance to Mission through Back Oce Eciency The Archdiocese of Detroit is responsible for the Catholic ministry across over 200 parishes in southeast Michigan. Most of its revenue is generated via assessment income from independent parishes, donations, and appeal campaigns. As a nonprot, the Archdiocese needs to track each of these sources and related transactions as separate restricted and unrestricted funds based on donor intent. However, its legacy accounting system made this very cumbersome, as any cash movement between funds required several manual journal entries. When the organization decided to transition towards greater focus on the mission of the church versus maintenance operations, it went looking for ways to streamline its back oce processes. "IT recommended the move to a cloud-based nancial management solution, but it was import- ant to me that our team wouldn't be overly burdened by having to learn a new system," reected Don Genoi, the Archdiocese of Detroit's Controller. "We considered both Sage Intacct and NetSuite, and chose Sage Intacct because its workows were more clear, clean, and user-friendly, and the solution was truly accounting-focused rather than including ancillary functionality we didn't need." The Archdiocese worked with Sage Intacct implementation partner RSM to deploy the system, design a greatly simplied chart of accounts, and set up over a dozen entities to track its Chan- cery operations and campaign activities. "Our relationship with RSM has been great ever since the implementation, and we still engage them on an as-needed basis," said Genoi. "They're very responsive to our needs, have a good understanding of the organization, and oer creative ideas to achieve our goals without requiring customization." Solutions Automated Financial Processes Increase Productivity 25% Aer leveraging Sage Intacct to streamline several accounting processes—which minimized duplicate data entry and Excel spreadsheet workarounds—the Archdiocese of Detroit's nance team boosted eciency by 25%. In particular, the Archdiocese enjoys Sage Intacct's timesaving improvements to accounts receivables. Rather than tracking daily cash receipts in spreadsheets, re-keying that activity into the nancial system later, and tediously processing check payments, with Sage Intacct, the team can post checks and cash receipts against open invoices in half the time. The soware's automated recurring invoice capabilities also cut time spent on monthly invoicing by approximately 20%. Transitioning from Maintenance to Mission through Back Oce Eciency Archdiocese of Detroit C A S E S T U D Y

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