Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview UHH is a national, multi-employer Ta Hartley ERISA Fund that provides health benefits to eligible union members in the hospitality and gaming industry. For decades, the nonprofit organization has provided benefits and programs designed to meet the triple aim of be er care, be er health, and lower costs while empowering participants to be er manage their health and healthcare. Executive Summary Results with Sage Intacct: • Increased finance team productivity by 30% • Shi ed 40% more time into strategic planning and process improvement • Accelerated monthly close by 40% and annual budgeting cycle by 30% • Avoided 3+ FTE new hires at a savings of $300,000 annually • Gained timely visibility into performance across 40+ departments, plan units, etc. Challenges Scaling a Complex Nonprofit Amidst 50% Growth As a national health benefits provider, UNITE HERE HEALTH's (UHH) mission is to ensure high quality, affordable healthcare for union workers in the hospitality, food service, and gaming industries. UHH has grown 50% over the past five years through mergers with additional Ta - Hartley Funds across Nevada, New Jersey, New York, Illinois, Alaska, and Massachuse s. With this expansion came more members, as well as individual reporting requirements for each regional plan unit. When the organization's on-premises accounting system was discontinued, its finance team went in search of a solution that could mitigate this complexity, minimize duplicate data entry, and meet UHH's long-term, mission-critical needs. "A er comparing Oracle NetSuite, Microso Dynamics GP, Sage Intacct, and Infor, we learned that Sage Intacct was by far the most focused on the fundamentals of accounting and financial reporting," said Bryan Schmidt, Controller at UNITE HERE HEALTH. "Sage Intacct's strategy aligned with UHH's core values to provide on-line, real time financial insight surrounded by qualified partners and the ability to deliver substantial innovations every quarter." Thanks to Sage Intacct's modern financial management system, UHH has effortlessly scaled as transaction volumes have doubled since 2014 and the number of entities has increased from one to seven in under ten years. The team's improved efficiency helped speed their monthly close by 40% and eliminated the need to hire additional staff to accommodate growth. UHH is now well- prepared to handle increased volumes and enjoys real-time, granular financial visibility across all of its independent plan units, projects, and departments—empowering managers to quickly respond to changing business dynamics. Solutions Best-in-Class Financial So ware Stack Saves $300,000 Annually Working with consultants from RKL eSolutions, UHH selected and implemented both Sage Intacct's cloud financial management so ware and new budgeting and planning so ware from Adaptive Insights in 2014. "RKL provides exactly the support we need by serving as subject-ma er experts on both systems. Their input on best practices helped us replace several Excel-based tasks and slash our budget cycle by 30%," noted Schmidt. 30% Boost in Finance Productivity Supports Sustainable Expansion UNITE HERE HEALTH C A S E S T U D Y

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