Customer Case Studies

www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2019, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. I n s I g h t I n t o F I n a n c I a l a n d c o m m u n I t y I m p a c t s s u p p o r t m o r e e F F e c t I v e p r o g r a m d e c I s I o n s The organization also benefits from seamless, paperless financial processes. For example, invoice approvals no longer require finance to spend hours each week tracking down and filing individual signatures, since all accounts payables are routed automatically by Sage Intacct. Managers upload and code vendor invoices directly into the system and have full transparency into how everything feeds into their individual budgets. In addition, Sage Intacct's seamless integration with Joseph Eve's Asset Edge tool means less time spent managing fixed assets. "My favorite thing about Sage Intacct is probably the smiles on my team's faces," shared Auffart. "They're not struggling anymore. They're able to foresee questions from our stakeholders and they're eager to learn, which means I can delegate new tasks. With the time Sage Intacct saves us, we're building new reports and dashboards for more timely, meaningful insight, and keeping our stakeholders up to speed on UWCI's happenings." Results Greater Program Visibility Drives Community Impact Today, nearly the entire organization enjoys access to these Sage Intacct dashboards, where they can monitor UWCI's performance and view all their key community impact metrics in one place. Sage Intacct's dimensions help the organization track specific expenses going towards various community programs – such as basic needs, literacy, preschool, health, or financial stability. What's more, the organization's monthly financial statements and grant reports are produced four times faster with Sage Intacct, leaving Auffart more time to be er explain the numbers and show how they tie back into community impact. "By giving us a be er handle on our budget, Sage Intacct supports the United Way's mission," she said. "We're able to track the dollars going back into our community to see if we're making the right impact. We know how much money we're spending on specific programs, and can see the results. If a certain project's not working, we quickly move forward with a different approach to ensure we're investing our resources into the areas of greatest need." Our finance team is no longer just task-orient- ed; we're much more forward-thinking, which is wonderful. As a result, collaboration across the organization has increased tenfold. Everyone from our community impact department, to fund- raising, to the volunteer center, is coming to us to ask questions and plan for the future of the United Way of Central Indiana. Lynn Auffart, Senior Director of Finance, United Way of Central Indiana

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