Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview United Way of Central Indiana harnesses the collective impact of local partners specializing in education, financial stability, health and basic needs to focus on specific, measurable goals and improve the lives of everyone in Central Indiana. Its vision is a community where children, individuals and families thrive; neighbors care for each other; and residents enjoy quality of life. Executive Summary Previous So ware: • USL Financials Results with Sage Intacct: • Accelerated community impact due to increased program visibility • Added valuable detail to grantor and government reports • Sped monthly report preparation by 4X • Increased finance team efficiency by >25% • Improved organization-wide accountability Challenges A Quest for More Detailed, Accurate Grant Reporting The United Way of Central Indiana (UWCI) is a nonprofit working to create lasting change in its community by aligning organizations, efforts, and resources across six counties. The organization's finance department supports this important mission by helping to demonstrate program impact through fund accounting and grant reporting. Over the years, they grew increasingly frustrated with their USL Financials system, which limited UWCI's reporting capabilities and hindered the team's productivity. Because the so ware lacked a digital audit trail, they had to store back up paper copies of all gen- eral ledger entries, accounts payable invoices, and more. UWCI's senior director of finance, Lynn Auffart, remembers, "We wanted to be able to report out to our funders, government agencies, and board in greater detail, but we were constantly behind the eight ball and working up to the last minute to meet deadlines. All of our financial processes were manual, forcing us to be reactive rather than proactive, and limiting our confidence in the data." Eventually Auffart and her team went in search of a more comprehensive financial management solution with be er report writing capabilities. "We looked at Microso Dynamics GP (Great Plains), Abila MIP, Oracle Netsuite, and Sage Intacct, which was the most flexible and well-suit- ed to our specific needs," she said. "I appreciated that Sage Intacct would let me simply push a bu on to instantly produce comprehensive financial statements, as well as the platform's ability to easily track expenses for each grant." Solutions Streamlined Financial Processes Boost Efficiency UWCI chose Sage Intacct and brought on its partner AcctTwo to help with the implementation. Auffart noted, "The AcctTwo team challenged me with new ideas about how Sage Intacct could help us improve our processes, and they always got right back to me when I had questions." By se ing up Sage Intacct's dimensions so the organization could apply each transaction to a specif- ic department, project, restricted grant, vendor, and customer as needed, AcctTwo helped UWCI completely rework its chart of accounts and save an enormous amount of time. In the past, the organization only tracked grant restrictions at year-end, and the Excel-based process took at least 20 hours of work. Now, they can see exactly how much they have le to spend on each grant, or how much revenue they've collected on a fundraising campaign, at any point in time with the push of a bu on. Insight into Financial and Community Impacts Support More Effective Program Decisions GeoTechnologies Inc C A S E S T U D Y

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