Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Keeping Pace with High Growth Demands Meals on Wheels America is the leadership organization supporting the more than 5,000 com- munity-based programs across the country that are dedicated to addressing senior isolation and hunger. The nonprofit's challenge is to prepare the network that already serves 2.4 million Americans each year to meet the increasing demands of a rapidly growing senior population. Meals on Wheels America needed modern financial management to keep up, as Don Miller recognized when he joined the nonprofit as chief financial and administrative officer in 2013. "I walked into an organization that was running on QuickBooks and Excel and was very limited by its systems, especially when it came to managing grants," Miller said. "I knew we needed an accounting system that could help us grow." As it was, Meals on Wheels America faced tons of time-consuming manual accounting work, and relied on Excel to manage grant funding—which was especially problematic with restricted grants from funders that specify a particular use. Re- porting was severely limited, and travel and expense accounting was still done on paper. Miller led an evaluation of leading financial systems, looking for a robust solution that could integrate with other applications and run in the cloud to avoid the high costs and complexity of on-premises so ware. "We looked at almost everything under the sun, and for us Sage Intacct provided the best combination of powerful functionality and user-friendliness," Miller said. "It also gave us the best value as far as functionality vs. cost." Solutions Real-Time Data for Visibility and Collaboration Sage Intacct proved to be the ideal solution for financials, reporting, time and expense, and especially grants from corporate, philanthropic, and federal funders. For the first time, Meals on Wheels America has real-time visibility into expenses booked against a particular grant. That enables the finance team to quickly identify issues and work with a department head or project lead to align budget and actuals. The nonprofit is also be er able to ensure that restricted grants are applied to their intended use, improving accountability with funders. Company Overview Meals on Wheels America is the oldest and largest national organization supporting the more than 5,000 community- based senior nutrition programs across the country that are dedicated to addressing senior hunger and isolation. This network exists in virtually every community in America and, along with more than two million volunteers, delivers the nutritious meals, friendly visits and safety checks that enable America's seniors to live nourished lives with independence and dignity. Executive Summary Previous So ware: • Intuit QuickBooks Results with Sage Intacct: • Accelerated monthly close from three to two weeks • Scaled efficiently with 20% growth, while avoiding the cost of at least one FTE • Cut audit preparation time by 60% • Sped departmental planning process by 4X • So ware paid for itself in 2 months based on business value Keeping Pace with High Growth Demands Meals on Wheels America C A S E S T U D Y

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