Customer Case Studies

Customer Profile | 1 Executive Summary Previous Solution: • Legacy ERP system Results with Sage Intacct: • Streamlined financial processes and improved inventory management • Developed a fast and integrated order-to-cash process • Halved monthly close process to one week • Reduced demands on IT staff Looking for Features and Flexibility to Support Future Growth The Great Books Foundation is a nonprofit educational organization that promotes literature as a lifelong source of enjoyment and personal growth. Today, the Foundation does more than $10 million in business annually, serving K-12 schools in the United States and English-language schools throughout Europe, the Middle East, Korea, and China, as well as supporting post-secondary and lifelong learning programs and book clubs. Great Books had been using a legacy Cobol-based system designed specifically for the publishing industry to track inventory in its multiple warehouses, coordinate professional development programs, and manage deferred billing. The system was outdated and lacked the capabilities and flexibility to support the growth of the organization. Great Books wanted a solution that would allow the team to operate the way they wanted rather than within the confines of its so ware. A er evaluating multiple options in the market, Great Books chose Sage Intacct's cloud-based ERP system. "Our main priority was a rich and flexible financial management system that supported overall operational needs; but we also liked the idea of a cloud-based solution that wasn't tied to the Microso platform so we could avoid ongoing IT maintenance costs," explains James Linday, vice president and CFO of the Great Books Foundation. "Sage Intacct outpaced its competitors on all counts." Going Beyond Managing Finances to Improve Operations Sage Intacct provides Great Books with powerful applications that improve financial processes as well as give the organization greater insight into operations. One of the most significant benefits came from the ability to easily integrate Sage Intacct with other company systems, such as its existing Sugar CRM and osCommerce e-commerce applications. Now Great Books staff has a unified view into its overall business and a streamlined order-to-cash process. Great Books also uses Sage Intacct to create PDF invoices for customers, saving the organization thousands of dollars in postage and processing costs. Case Study: Great Books Foundation It's remarkable how much be er we now operate, and I would recommend Sage Intacct to any organization. Having a cloud-based financial management system delivers more benefits than we expected while reducing the demand on our IT team. –James Linday, CFO, The Great Books Foundation

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