Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview For more than 90 years, the Boys & Girls Clubs of Greater Tarrant County has served youth with life-changing programs that promote academic success, healthy lifestyles, and positive citizenship. The largest club in Texas, it serves 23,000 youth a year. Learn more at www.bgcgtc.org. Executive Summary Previous So ware: • Microso Dynamics Great Plains Results with Sage Intacct: • Financial efficiency increased by 50% to 60% • Board reporting cut from 1 hour to minutes • $65,000 avoided in headcount • Speed and simplicity in merging two sister clubs Challenges Texas Nonprofit Seeks an Upgrade to Modern Cloud Accounting The Boys & Girls Clubs of Greater Tarrant County serves about 23,000 youth in the Fort Worth and Arlington areas of Texas with a range of programs geared to help youngsters mature into healthy, productive, caring, and responsible adults. The nonprofit provides a er-school and summer programs, and initiatives focused on education, character and leadership, drug prevention, and gang intervention across 27 locations. With a $23 million annual budget, financial management is essential to the organization's success. Improving finance and accounting became a top priority when Robert Ehret, with a background in church and bank finance, joined the Boys & Girls Clubs of Greater Fort Worth as its CFO in 2014. (The club would merge with a sister club in Arlington to create the Tarrant County organization in 2018, with 290 full- and part-time employees). Ehret quickly found that the club's previous accounting application, and heavy reliance on Excel, wasn't well suited to the needs of a nonprofit organization. "It was just so difficult to extract information," Ehret said. "You couldn't report across fiscal years, and the majority of our grants cross fiscal years. It was a very lengthy process just to produce board reports, and if you needed to make a change it was very painful to go through the whole process of making an adjusting entry and rerunning reports. There was no doubt we needed to make a change." Solutions A 40% Improvement in Finance Team Productivity Ehret consulted with Trustantial, a Dallas-based IT consultancy that had worked with the Fort Worth Club for several years. Trustantial had recently become a Sage Intacct partner, and suggested Ehret size up its capabilities. "Trustantial sent me a demo and I said, 'If Sage Intacct does what I'm seeing in this demo, this is what I want.' The dimension concept in Sage Intacct really captured my imagination, and it's proven to be all I thought it would be." Trustantial handled the implementation, bringing in two years of historical data from Microso Dynamics GP. "Trustantial did a phenomenal job, and they've always provided outstanding support," Ehret said. "They're very responsive and just a great partner." C A S E S T U D Y Finance Efficiency Jumps 60% at the Boys & Girls Clubs of Greater Tarrant County Boys & Girls Clubs of Greater Tarrant County

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