Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Scalable, Cloud ERP So ware Enables Painless Growth Yardstick is a fast-growth company that's become an award-winning powerhouse in the high- stakes licensure, certification, online training, and psychometric space. As Canada's leader in online testing and training, the business operates multiple entities across North America, and recently acquired a large publishing house. In order to keep pace with the company's rapid expansion, Yardstick's finance team recently decided to upgrade from QuickBooks to a multi- entity, multi-currency, cloud-based ERP system. Over the ten years it was on QuickBooks, the company's chart of accounts had become complex and its finance team had adopted cumbersome workarounds to keep up with the sudden spike in e-commerce volume. For example, they were manually entering daily posts with aggregate funds collected through Yardstick's custom e-commerce system, which meant that they had no transparency into revenue for specific items or customers. "It had become painfully clear that we'd outgrown QuickBooks," commented Salma Kaida, accounting manager at Yardstick. "We wanted a system that would grow with us – through powerful automation, a multi-entity architecture, and web services APIs. A er narrowing our choices down to FinancialForce and Sage Intacct, we were confident that Sage Intacct would best meet our particular needs, especially seamless integration with Salesforce and our proprietary e-commerce system." Solutions Best-in-Class Integration Empowers a Lean Finance Team A er upgrading to Sage Intacct, Yardstick saw immediate improvements across all of its financial processes. By connecting its e-commerce so ware to Sage Intacct, the team streamlined its revenue-related data entry. Now, important details – including the customer, the amount of tax collected, and the specific revenue amount – are automatically pushed into Sage Intacct each time a sale is made. In addition, Sage Intacct's pre-built integration with Salesforce gives Yardstick sales reps direct visibility into which customer invoices are open, minimizing the amount of time the finance team spends chasing down account receivable information. In addition, Sage Intacct flawlessly handles Yardstick's Canadian VAT tax, including proper treatment of reimbursements. Company Overview Yardstick offers world- class expertise in exam administration, psychometrics, and eLearning instructional design and development. Based in Edmonton, Alberta, Canada, the service-oriented company is privately-owned and has provided online testing and training to over 450,000 individual users for hundreds of clients around the world, across dozens of industries. Executive Summary Previous So ware: • QuickBooks Results with Sage Intacct: • Avoided $100,000 in annual headcount costs • Halved monthly financial close • Gained visibility for be er decision-making • So ware paid for itself in 4 months Scalable, Cloud ERP So ware Enables Painless Growth Yardstick C A S E S T U D Y

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