Customer Case Studies

www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2019, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. D i g g i n g i n t o D a t a t o D e l i v e r B e t t e r S e r v i c e S we expect to realize savings of approximately $250,000 over the long term with our new cloud technology stack, mostly as a result of our transition from Personify to Salesforce." AMA worked with technology consultants at BT Partners, who were instrumental in both strategic upfront planning and implementation support. BT Partners conducted a functional requirements workshop to map out business processes and workflows before se ing up the Sage Intacct chart of accounts. With a hands-on approach throughout implementation, they helped configure Sage Intacct for AMA's exact needs and provided training. Results Gaining the Insights & Efficiency to Deliver More Value to Members Sage Intacct delivers the right information needed by each user, in the best format to make insights meaningful. "When a business owner logs in, their department-based dashboard appears. Three reports display: Current month and YTD budget vs. actuals, actuals by month, and budget by month. With just one click, they can drill in to see further details about transactions or budgets." Dashboards give managers accurate reports without the risk of making errors by running reports with the wrong parameters—something that happened in Great Plains because it worked based on numerical codes. Drill downs into transaction details are easier, reducing inquiries to Accounting. The dimensional chart of accounts in Sage Intacct tags information so AMA can report on the things most critical to success. "Before, I extracted a lot of data to Excel and manipulated it. Now, Sage Intacct has all the information I need, which saves at least an hour a week—more during heavy reporting periods such as month-end close or fiscal year planning. The reporting is so flexible that I can spin up another report that slices and dices the information differently in minutes." "Sage Intacct makes the P&L rodeo every month much more transparent and efficient. I drill down into details and ask questions through the integrated on page cha er function. Instead of questions and answers in a separate email chain, that information gets stored on the record." Before the Sage Intacct and Salesforce integration, the accounting team had to manually load a large journal entry from the Association Management System each month. The accounting staff spent 5-10 hours on this process monthly. "Now that Sage Intacct and Salesforce are completely integrated, we can see data accumulating throughout the month. For example, every time a membership is purchased on our website, it integrates to Sage Intacct immediately." Previously, budget to actuals reporting was completed in a separate business intelligence tool, but now resides in Sage Intacct. With the help of BT Partners, AMA will soon enjoy further efficiency gains by integrating Winvoice AP automation. Full integration between Sage Intacct, Salesforce, WordPress, and Winvoice will enable the team to provide the same services to the organization in less time. "We keep an eye on how much we spend on overhead versus delivering programs. The less we spend running the back of the shop, the more money we have to deliver value to our members." With Sage Intacct, we're able to expand our services to the organi- zation without adding finance staff. And the fact that we will be able to get our accounting done in less time will save the organization money that can be repurposed for other priorities. Jeremy Van Ek, COO, American Marketing Association

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