Customer Case Studies

© 2017 Sage Intacct, Inc. All rights reserved. The Sage Intacct logo is a trademark of Sage Intacct, Inc. and/or its affiliates. All other company or product names are the property of their respective owners. 09.17 MSTA realized its biggest productivity savings in its reporting process, which previously involved exporting data from Dynamics GP, manipulating it in Excel, and preparing detailed reports for the board every month. MSTA's finance team also spent hours every day just pulling transactions for specific account codes to manually determine which costs should be applied to each commi ee or workshop budget. Now, all of these processes are automated, and Sage Intacct generates all the necessary reports with the push of a bu on—saving the team at least 30 hours of work every month. In addition, the team sped up its bank reconciliation and expense reimbursement processes by eliminating the redundant data entry required by Dynamics GP and leveraging Sage Intacct's import capabilities. These improvements have saved the accounting department another 20 hours each month. Rich, In-Depth Reporting Delivers Valuable Insight Sage Intacct's powerful reporting functionality makes it easy for MSTA to provide its board with balance sheets and income statements, as well as year-over-year and budget-to-actual comparisons that inform future forecasts. The finance team built personalized Sage Intacct dashboards for each senior leader in the organization, providing insight into just the things they need to see—such as real-time convention revenues—at a moment's notice. "Sage Intacct provides us with unique multi-dimensional visibility into financial and operational metrics. We can analyze the data across a variety of categories—everything from specific departments, teacher workshops, and conventions, down to task forces, customers, and individual employees," noted Lorts. "With all of this insight, we can more quickly and easily determine whether new member programs are viable, or recognize when we might need to cancel a workshop that doesn't bring in enough registrations to cover its cost." With Sage Intacct, MSTA now has a reliable view into every aspect of its business, including its growing non- dues revenue stream, specific opportunities for cost savings, and unpaid receivables. In fact, this visibility helped the organization reduce outstanding receivables by about two-thirds. www.sageintacct.com 877.437.7765 About MSTA Established in 1856, the Missouri State Teacher Association is a grassroots organization made up of local Community Teachers Associations in each local school district. A state-wide teachers association, MSTA serves more than 45,000 educators in Missouri and is dedicated to educating the state's children.

• Cover