Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview Georgetown Visitation Preparatory School ("Georgetown Visitation"), founded in 1799, is a college preparatory school rooted in the Roman Catholic faith and Salesian tradition, commi ed to educating young women from diverse backgrounds. The school currently enrolls approximately 490 students in the ninth through twel h grades. Executive Summary Previous So ware: • Blackbaud Financial Edge Results with Sage Intacct: • Saved 85 hours/month with seamless integration and easier reporting • Reduced monthly close by 5 days • Improved organization-wide accountability Challenges Centuries-Old School Looks to Modernize Financials Georgetown Visitation Preparatory School ("Georgetown Visitation") is a 200+ year-old private Catholic high school in Washington D.C. In recent years, its accounting team recognized that they could be er serve families by modernizing operations through a new financial solution. Previously, the team had struggled to keep up with billing and other processes because of their rigid on- premises Blackbaud Financial Edge system, which was never in sync with the organization's other applications. The school used FACTS for tuition payment services; Blackbaud's Raiser's Edge for fundraising and donor management; and Veracross for managing administrator, teacher, student, parent, and household contact information and student enrollment data. It took significant manual work and data re-entry to keep these silo'd systems up-to-date. The finance team was also downloading data from Blackbaud Financial Edge into Excel and then tediously creating financial statements for its Board of Trustees, and wanted an easier way to prepare reports. Georgetown Visitation turned to its consulting partner Wipfli, who recommended a switch to Sage Intacct's best-in-class cloud accounting and financial management so ware. Solutions Accounting Automation Improves Customer Relations With Bri enford's help, the school was up and running on Sage Intacct in just two months. Bri enford also implemented its billing and integration suite, SchoolConnect, which enables Georgetown Visitation to manage all financial and operational data within Sage Intacct. This eliminates the manual work of integrating student management and tuition payment systems, which Hopkins estimates was 50% of one employee's workload. Now, tuition payments, address changes, email address changes, donations, and more are all synchronized, and the accuracy of the school's financial data has improved. By integrating Bill.com with Sage Intacct, Georgetown Visitation has been able to dramatically streamline its Accounts Payable process as well. In addition, Sage Intacct helped the school speed its monthly close by nearly a week and greatly streamlined financial reporting. "Since we couldn't prepare consolidated financial reports in Financial Edge, we used to spend at least six hours every month on Excel manipulation, and o en even more time fixing mistakes," commented Hopkins. Centuries-Old School Looks to Modernize Financials Georgetown Visitation Preparatory School C A S E S T U D Y

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