Customer Case Studies

Customer Profile Case Study: Dapple | 1 Executive Summary Previous Solution: • QuickBooks Results with Sage Intacct: • So ware paid for itself in <2 months on business value delivered • Saved 60+ hours/month on manual processes • Optimized inventory management via 3rd-party integrations Agility and insight are essential for a small, rapidly-growing company like dapple. Sage Intacct has made a huge impact on both, by reducing the time we spend on finance housekeeping and freeing us up to focus on things that are actually growing the business. Thanks to the real-time financial and operational visibility we now have in Sage Intacct, I can always see if we're meeting our forecasts and I sleep be er at night. –Jeremy Pertman, CEO, dapple Preparing a Complex Business for Rapid Scale Founded in 2009, dapple is a growing line of natural-based cleaning products that serve the needs of families with young children. Once the company expanded its distribution beyond a handful of retailers and began selling into big customers like Walmart and Target, its CEO recognized that they needed a more flexible and robust cloud-based ERP system. Previously, dapple got by running its business on basic QuickBooks accounting so ware, but the company's rapid growth necessitated be er visibility into its financial health. In particular, the management team wanted a system that could connect directly to any third-party warehouse or logistics provider for direct insight and control over the fulfillment of orders coming in from various retailers. Dapple worked with its outsourced accounting provider, Fintelligent, to research ERP systems that could handle its growing complexity. "A er comparing QuickBooks Online, FinancialForce, NetSuite, and Sage Intacct, the choice for our business was crystal clear," shared Jeremy Pertman, dapple's CEO. "Sage Intacct met all the needs of a hyper-growth business like ours, including powerful analytics capabilities to get our data out of Excel, as well as the flexibility to integrate an outstanding general ledger with any system we might need in order to extend and tailor our ERP platform as we grow." Granular Views into Performance Inform Growth Decisions Once they were up and running on Sage Intacct, the Fintelligent team built four custom Sage Intacct dashboards to showcase relevant data for key stakeholders, including dapple's CEO, as well as the company's operations, sales and marketing, and finance departments. These dashboards include performance cards that indicate how the company is tracking against cash, revenue, margin, and spending forecasts. In addition, they feature other important real-time information, such as the company's top ten SKUs and customers, as well as its operating spend by category – allowing the management team to detect significant trends and pa erns and keep their fingers on the pulse of the business.

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