Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Finding a Partner in Growth Ten years ago, the Public Health Accreditation Board (PHAB) was formed and funded by the U.S. Centers for Disease Control and Prevention (CDC) and the Robert Wood Johnson Foundation to establish the nation's first public health standards. Since then, the nonprofit has evaluated and accredited 221 health departments, benefiting more than 69 percent of the U.S. population. As the new organization evolved, so did its financial model, reporting requirements, and pricing structure, including options like five-year payment plans. PHAB's revenue recognition grew too complex for QuickBooks to support, and the team decided to move to a more robust financial management solution. PHAB's chief administrative officer, Mark Paepcke, remembers, "We considered a range of sys- tems, including Microso Dynamics GP and QuickBooks Online, but were most impressed by the people from Sage Intacct. They were very informative, and it quickly became clear that their so ware already offered the precise capabilities we needed, as opposed to other vendors who wanted to build complicated rev rec customizations for us." He continued, "Sage Intacct is an ideal partner as we grow, because they offer everything we want, including advanced revenue management tools and powerful dashboards for our executives and board, via so ware-as-a-ser- vice that's accessible from anywhere." Solutions Ensuring Sustainability through Cost and Revenue Analysis Sage Intacct provides robust reporting and dashboard capabilities that help PHAB track critical operational and financial metrics for specific business areas with the click of a bu on. Using the so ware's dimensions and statistical accounts, the finance team can tag individual transactions with specific customers, grants, employees, or departments, and then filter, group, and organize data accordingly. "The CEO and I o en leverage our operational dashboard in Sage Intacct, which displays important KPIs for the organization, such as our average cost per site visit or per customer training, to drive key decisions," mentioned Paepcke. "It also helps us benchmark our fee revenue to grant revenue ratio and monitor our average revenue by health department size, so we can see the mix of both revenue and expenses coming in and know whether they are tracking against what we expected for the year." Company Overview The Public Health Accreditation Board (PHAB) is a nonprofit, non- governmental organization that aims to improve and protect the health of the public by advancing and ultimately transforming the quality and performance of the nation's state, Tribal, local, and territorial public health departments. PHAB's vision is a high-performing governmental public health system that will make the United States a healthier nation. Executive Summary Previous Solution: • QuickBooks Results with Sage Intacct: • Scaled easily with 40% revenue growth • Saved 100+ hours/month on manual accounting tasks • Shortened monthly close by 10 days • Avoided $100,000 in annual headcount costs Finding a Partner in Growth Public Health Accreditation Board C A S E S T U D Y

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