Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Switching to Be er Flexibility and Connectivity As a full-service marketing agency, Red Door Interactive's entire business revolves around quantifying the time employees spend on client projects. And with the company's rapid expansion over the past 15 years, critical tasks like time tracking and revenue recognition based on percent completion have become increasingly complex and cumbersome. The agency previously used a disjointed mix of Microso Dynamics SL on-premises accounting so ware, along with FRx for financial reporting, AtTask for project resourcing and estimates, Concur for expenses, Paylocity for payroll, and Salesforce for CRM. Because these applications weren't integrated, Red Door Interactive's finance team struggled with duplicate data entry and error-prone invoicing. Exacerbating the situation, the systems had been highly customized over time, forcing the team to rely on a costly outside consultant whenever they had questions, needed to configure a new report, or wanted a process changed. So, they went in search of a cloud-based ERP solution that could offer more flexibility and seamless connectivity. Natalie Bonczek, Red Door Interactive's Controller, shared, "One of our top priorities in choosing a new financial management solution was its project management functionality. We wanted a be er experience for employees—starting with improved time sheet entry and streamlined multi-level approvals, all the way through the back-end of accessing project-based data." She continued, "We considered NetSuite, but decided to go with Sage Intacct because we loved its look and feel, the ease of navigation between modules, and its data accessibility through web services APIs." Solutions Timely Insight Sheds Light On Business Operations With Sage Intacct's cloud ERP solution, Red Door Interactive started applying descriptive tags to each transaction in order to capture key dimensions such as relevant projects, clients, office locations, employees, or vendors. Now the finance team can organize financials and budgets according to this value-added operational insight. "When I first started using Sage Intacct, one of my absolute favorite features was the ability to filter data based on dimensions," commented Bonczek. "We simply could not do that in our old system, so it was always a guessing game of hoping we chose the right codes each time we had to run a new report." Company Overview Founded in 2002, Red Door Interactive is a full-service marketing and advertising agency that's known for its data-driven approach to driving brand awareness, improving customer experiences, increasing leads, and growing loyalty and advocacy. Named one of Advertising Age's Best Places to Work, the company has three offices and over 80 employees across the nation. Executive Summary Previous So ware: • Microso Dynamics SL Results with Sage Intacct: • Saved ~55 hours on monthly workflows and reporting • Reduced A/P processing time by 83% • So ware paid for itself in ~9 months based on business value • Scaled easily without adding finance headcount Switching to Be er Flexibility and Connectivity Red Door Interactive C A S E S T U D Y

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