Customer Case Studies

Customer Profile | 1 Executive Summary Results with Sage Intacct: • $45,000 in annual headcount savings • Saving 50+ hours monthly with streamlined processes • Scaling easily despite membership and revenue growth We've streamlined our financial processes across the board, which saves about $45,000 in headcount each year despite our 53% revenue growth and significant transaction volume increase since adopting Sage Intacct. More importantly, we've reduced potential errors and liability by having more accurate, reliable financial data about our business in Sage Intacct. –Lisa Hart, Director of Finance & Operations, Crossref Making the Shi from On-Premises to Cloud Financial Management Crossref is a global nonprofit membership organization that serves around 5,000 scholarly publishers across the United States, Europe, and developing nations around the world, as well as the wider community. Previously, the organization struggled to keep up with its rapid growth using an outdated on-premises accounting system. Because the nonprofit's CRM system wasn't integrated with its accounting so ware, Crossref's finance team spent a lot of time on duplicate data entry and tedious Excel-based processes, as well as printing and scanning reports for management in other offices. "A er deciding to make a switch and narrowing down our options to NetSuite and Sage Intacct, we felt that Sage Intacct was the right financial management choice for us because of its unique multi-ledger approach as well as its strategy to easily integrate with other best-of- breed tools," said Lisa Hart, director of finance and operations at Crossref. "What's made us love Sage Intacct even more over time has been the personal a ention that the company's expert, dedicated team provides at every step along the way." End-To-End Financial Process Automation Drives Efficiency The association worked with Sage Intacct's professional services team to implement its new cloud-based financial management solution and optimize several processes across systems. A er connecting Sage Intacct with SugarCRM, Crossref's new members are now automatically pushed from the CRM application into Sage Intacct, orders are triggered, and payment information is sent back to SugarCRM for reference. This seamless integration dramatically reduces data entry and has saved a half-headcount in accounting. When it comes time to send members their quarterly transaction-based invoices, the finance team now uploads a simple file with member metadata from its proprietary back-end system. Sage Intacct produces custom invoices based on each publisher's activity, saving several days of manual work. Sage Intacct has also streamlined Crossref's revenue recognition Case Study: Crossref

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