Customer Case Studies

Customer Profile Case Study: St. Pj's | 1 Executive Summary Results with Sage Intacct: • Gained real-time insight into key metrics that support organization's mission • Automated processes to minimize finance headcount needs • Saved dozens hrs/mo on grant reporting and manual reconciliation between systems • Shortened monthly close by 2-3 days despite tripled budget • So ware paid for itself in <6 months With Sage Intacct, our finance team is now a much bigger part of St. PJ's strategic direction. Because most of the work of the past is now done in an automated fashion, we are spending less time looking backwards at the transactions that have already happened, and we are able to provide more forward-looking insight into the programmatic changes of the future. –Curtis Ruder, CFO, St. Pj's 125-Year-Old Organization Navigates Rapidly Changing Waters St. PJ's Children's Home is a nonprofit organization that's served mistreated children in Texas with residential care and other programs for over one hundred years. However, in the past few years, the landscape of the state's foster care system has evolved, and St. PJ's changed its strategic programming in response to these dynamics. These shi s necessitated more communication with funders and grantors in order to proactively explain the agency's fluctuating financial metrics. Thankfully, the organization made a smart move about five years ago by replacing its outdated accounting so ware with Sage Intacct's modern best-in-class financial management. "Sage Intacct helps us tell our story to long-term funders in a way that's meaningful and backed up with data, so they can understand why we're doing things differently and advocate for our new strategy externally," said Curtis Ruder, CFO at St. PJ's Children's Home. "The solution's ability to quickly capture and share impactful statistical and financial metrics has been crucial to alleviating unease and maintaining continued support as we evolve the ways we're achieving our mission." For example, the home is shi ing its focus from longer-term services towards shorter-term programs that get children out of the emergency shelter and into foster care sooner. But since the most expensive time a child is with St. PJ's is during key transitional periods like their first week and last week, this change is increasing the agency's average cost per child, which could be perceived as a rising inefficiency. The finance team addresses this by leveraging insights in Sage Intacct such as an aging schedule that shows how long children have been in the shelter, the number of children served, and cost per day of service across each program. They can demonstrate, for instance, that a third of the children have been there for less than two weeks – revealing the programmatic context behind shi ing metrics.

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