Customer Case Studies

Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 M a n a g i n g t h e C o M p l e x i t y o f a g r o w i n g S e r v i C e S B u S i n e S S Sage Intacct's project accounting capabilities let CTI capture all of its employees' billing rates and standard costs, so the team can easily calculate labor costing, manage resourcing for projects, and produce project and time tracking reports directly from Sage Intacct. Prior to Sage Intacct, CTI's project accountant spent multiple days gathering data from two different Microso Access databases and manipulating it in Excel in order to build monthly labor reports. With Sage Intacct's purchase order so ware, the organization has also modernized its previously paper-based workstreams for thousands of purchase requests – all the way from requisitions, orders, and sign-offs, to invoice approvals and payments. In addition, CTI adopted Bri enford Systems' ExpenseConnect from the Sage Intacct Marketplace to enable seamless integration between Sage Intacct and Concur. As a result, all of the company's expense entries are created in Sage Intacct with the click of a bu on, and instantly applied to the correct departments and projects – something that had been impossible with its previous solution. Results Driving Smart Employment Decisions with Labor Cost Visibility Furthermore, Sage Intacct's flexible reporting and dashboards dramatically improved project and labor visibility at CTI. For example, the company's global billable hours report slices and dices staff time entries in several ways, such as billable vs. nonbillable, by title, by entity, etc. "Sage Intacct lets us run utilization, efficiency, and expense reporting at the project, task, department, or customer level for granular transparency into our labor costs and profitability across various operational categories," said Lawrence. "This valuable insight helps CTI's leaders manage existing employees' workloads, as well as project future employment needs based on upcoming projects and proposals." CTI also added a budgeting and planning solution from Sage Intacct partner Adaptive Insights, and now enjoys easy access to accurate, up-to-date budget-to-actuals comparisons in both systems, which enables variance reporting and improves the entire budgeting process. With Sage Intacct's open architecture, the company can also pull project and time information from Sage Intacct into its Tableau business intelligence so ware in order to create helpful project utilization visualizations for deeper analysis. Sage Intacct's robust automation frees up our team for more strategic work and be er alignment with business partners, and has slowed our need to hire new finance headcount as we grow. In fact, since going live on Sage Intacct, we've effortlessly kept pace even as the company doubled its overall headcount and added eight new nternational entities. Brian Lawrence, Senior Director, Finance & Taxation, CTI

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