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. B r i n g i n g F i n a n c i a l S c i e n c e t o t h e a r t S V i a 3 0 % M o r e a c c u r a t e P r o g r a M V i S i B i l i t y Automated, end-to-end workflows and data sharing between applications make daily tasks much easier and less error-prone. These improvements also contribute to be er monthly and year-end closing cycles. "We've been able to close the month 60% faster since rolling out Sage Intacct and connecting it with our other so ware," noted Safford. "We produce financials and push information out to our stakeholders a lot quicker, and with more detail, so they're not waiting a month to see how we're performing." In addition, the combination of Sage Intacct and Adaptive Insights enables more agile budgeting and planning. According to Safford, the center's budgets are 30% more accurate now that he can compare actual results in Sage Intacct against the strategic three-year budget plan in Adaptive Insights, analyze emerging business opportunities and risks, and frequently adjust the plan with updated forecasts. "We're able to pinpoint problem areas if things are out of line a lot faster than before. In fact, having information at our fingertips in Sage Intacct helped us come within just two percent of our plan this past year," he shared. Results At-a-Glance Dashboards Inform Key Programming Decisions YBCA enjoys more timely, granular reporting with Sage Intacct. The system's dimensions add operational context to each and every transaction, so the team can view financials and key performance indicators at a level of detail that simply wasn't possible with their old so ware. "We can slice and dice our data effortlessly for insight into all of the center's grants, projects, programs, departments, revenue types, and donors," said Safford. "The way Sage Intacct lets us group data is great and has resulted in several 'ah-ha' moments." Sage Intacct helps the organization's development director regularly compare actuals to grant terms to avoid surprises. "By using Sage Intacct to monitor whether we're spending down a grant too slowly or too quickly, we can make course corrections to get things in line as needed," added Safford. This helps YBCA make sure its funds are used effectively and efficiently. What's more, now that the center's audit is dramatically streamlined, the finance team can rapidly deliver any information the city requires before releasing grant funding each year, which mitigates potential cash flow bo lenecks that impede programs. The center's executives and department managers have personalized Sage Intacct dashboards that provide real-time transparency into important trends, such as revenue growth across commercial versus community rental clients, and net income per project. They even gained valuable insight with which to be er target marketing campaigns by importing individual donor demographics and event a endance data into Sage Intacct. YBCA's leaders stay on top of these metrics and watch for unexpected variance via Sage Intacct charts, graphs, timelines, and other data visualizations. This ultimately enables more frequent planning and ensures each program is closely managed to further the organization's mission. Sage Intacct has become an invaluable management tool for our organization. We produce more helpful reports and keep everything in dynamic dashboards, so managers no longer have to work in the dark. Our board has all the high-level metrics they need, along with drill-down details that ensure confidence in key decisions. Chris Safford, Finance Director, Yerba Buena Center for the Arts

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