Customer Case Studies

www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_Study_RapidRatings_Updated | January 28, 2019 11:05 AM R e d e f i n i n g A c c o u n t i n g t h R o u g h S t R A t e g i c f i n A n c i A l i n S i g h t Another area of major improvement is Tri-County's financial statements and board reporting. Previously, it took so long to prepare the reports that the team sometimes couldn't complete them until minutes before the board meeting, which le no time to review or ensure confidence in the numbers. Now, rather than spending over two days creating – and o en re-creating – multiple reports in Excel, the finance team can produce polished board and manager packets in just seconds with Sage Intacct. As a result of all these efficiencies, the agency's accountants are able to think creatively about their roles and take the time to learn about and participate in strategic projects. Results Gaining Real-Time Insight into Grant and Departmental Performance When it comes to reporting, Naus shared, "Sage Intacct's dashboard capabilities have been a game-changer because we can easily provide managers with their departments' income state- ments each month, and they can just drill down into expenses or other data they want to see on the fly with appropriate system permissions. Since everything is available in real time, they're not having to wait until the end of the month for financial visibility, which encourages more owner- ship over budgets and more insightful questions about how they can make changes to improve their department's services." Tri-County also uses Sage Intacct's statistical accounts to provide operational transparency for individual managers and the grant development team, so they can make adjustments to their individual budgets based on how they're performing. Grant budgets can now be built into the system versus only being maintained in Excel. Additionally, rather than tracking metrics like patient visits and FTEs in Excel and having to manipulate the data to provide useful informa- tion to the management team, key performance indicators are built right on their Sage Intacct dashboards and reports. In addition to departmental dashboards, Tri-County uses Sage Intacct to provide executives with all the financial details they need for both daily and long-term planning. "Our CEO was very excited when we moved to Sage Intacct. He always wants to check-in on our financial health, and he's just amazed at how easy it is to get valuable information and drill down so quickly," said Naus. Now that we're so much more productive with Sage Intacct, my team can serve as strategic partners and leaders in the agency by providing more forward-thinking information. Rather than spending time on historical data, we've been able to flip our focus forward, and do things like reforecast our budget as needed, work closely with the development team to create grant proposals, and help the grant writers make a greater impact for our consumers. Michelle Naus, CFO, Tri-County Mental Health Services

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