Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview NATCO (North American Transplant Coordinators Organization) is a 40- year old membership organization providing education, training, and professional development support to 1,400 organ donation and transplantation professionals. Executive Summary Previous So ware: • Outsourced to a third-party association management Results with Sage Intacct: • Visibility and efficiency gains helping the organization save more lives • Reversed continual losses and made organization solvent • $40,000 per year gain from ability to locate and fix unprofitable program • Avoided the cost of hiring 3-4 people in the accounting department • Able to complete an audit in one week Challenges Building a Solid Financial Foundation from Scratch NATCO, the organization for transplant professionals, is commi ed to saving lives by advancing organ and tissue donation and transplantation. The association empowers transplant professionals to achieve their highest potential by uniting members, advancing education, and promoting research and advocacy. Previously, NATCO's volunteer board focused on this strategic vision while outsourcing day-to-day financial operations, memberships, sponsorships, and program registrations to a third-party association management company. A er a decade of outsourcing and losing money year over year, the board decided to bring financial and operations management in-house and hired dedicated managers to run the organization. Donna Dickt, NATCO's executive director, implemented new infrastructure and processes from the ground up, starting with Sage Intacct for financial management. She remembers, "We operate as a virtual office with a lean team who wear lots of hats, so it was critical to gain control and transparency quickly. I was already familiar with Sage Intacct and knew that its cloud-based automation and flexible reporting were just what we needed." Over the past four years, NATCO's transformation has been dramatic. Sage Intacct ensures maximum efficiency and delivers insight into which programs are profitable and which are losing money. By using this insight to make adjustments, the organization turned one program's $30,000 of annual losses into $10,000 of profits that it now invests in other life-saving programs. Solutions Enabling One Person to Manage the Work of Four Sage Intacct replaced highly inefficient manual processes – such as mailing contracts or invoices back-and-forth for approval signatures – with automated, simple, online workflows so there's no more waiting days for approvals. NATCO maintains these checks and balances by giving the board, president, and treasurer role-based permissions to access the financial system. They can log into Sage Intacct anytime, anywhere and instantly review payments, reconciliations, financial statements, and more. And since these healthcare board members are not financial experts, Dickt appreciates how simple the system is for them to use. She created a dashboard and email notifications, so they can quickly log in to see a running cash balance, along with any purchases or other transactions that require their approval. Financial Visibility Helps Medical Professional Association Save More Lives North American Transplant Coordinators Organization C A S E S T U D Y

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