Customer Case Studies

Customer Profile Case Study: WebPT | 1 We love how easy it is to track and compare the metrics we need in both Sage Intacct and Salesforce – from revenue and adoption by product or customer group, to customer churn and average revenue per customer. –Jacob Findlay, Director of Finance, WebPT Looking for Flexibility and Visibility to Support Future Growth WebPT has grown rapidly, achieving an amazing 1,837 percent three-year increase in revenues and earning a spot as one of the 25 fastest-growing so ware companies on the Inc. 500. WebPT's web-based electronic medical record (EMR) so ware, along with the company's billing, scheduling and practice management services, has taken the rehab therapy industry by storm. Until moving to Sage Intacct, the company used QuickBooks Online to manage its startup bookkeeping, a function it outsourced to a third party. However, QuickBooks limited the company's agility since it offered virtually no connectivity to other business so ware and required WebPT to use Intuit's merchant provider for credit card payments. The company wasn't able to keep its member information as up-to-date as desired even a er spending 40 hours every week tediously re-entering data between Salesforce and QuickBooks. As WebPT evaluated its options, it considered Microso Dynamics GP, NetSuite and Sage Intacct. "We ultimately made the decision to go with Sage Intacct because of its deeper financial capabilities and its unparalleled ability to integrate with other best-in-class applications like Salesforce," said Jacob Findlay, WebPT's director of finance. "Our developers felt that Sage Intacct's application programming interface was more robust than NetSuite's, which gives us confidence that it will be flexible enough to adapt to our business' evolving needs as we grow from a $20 million to a $200+ million dollar company." Accelerating Quote-to-Cash for Time and Cost Savings Once its choice was made, WebPT implemented Sage Intacct along with a custom signup form and subscription-based billing module to streamline the entire quote-to-cash process. Now, when a new member completes the web sign-up form, a customer record is created in Salesforce and Sage Intacct, and recurring subscription invoices are automatically produced. Executive Summary Previous Solution: • QuickBooks Results with Sage Intacct: • Increased finance team productivity by 20% • Reduced staffing needs by 3 FTEs, saving $120,000 yearly • Save $180,000 annually in credit card processing cost • Eliminated 50+ hours of report preparation each year

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