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 With Sage Intacct, dapple is able to de ly navigate all its complexities, in part by adding descriptive tags for every transaction to capture dimensions such as item, employee, customer, vendor, and more. Pertman noted, "Sage Intacct's dimension capability lets us very quickly look at our key metrics in a variety of different ways so that we can understand what's driving them and react accordingly. With visibility into the things that really ma er to our business – such as which units are moving, velocity across different retailers, spending by vendor, employee, or department, our cash position, etc. – we can make smarter, more timely decisions." For example, the team can drill down account-by-account to view profit contribution and product mix by customer, and optimize dapple's pricing strategy in order to sell the most product at the highest margin possible. The sales team now enters into major negotiations with multi-billion-dollar retailers armed with rich data about how many units they sold last year, what the retailer's margin was, and more. This ensures confidence, and enables rational, informed discussions about price changes, during which dapple can explain exactly how they expect to increase volume through marketing promotions. Robust Inventory and Order Management Optimize Operations By switching to Sage Intacct, the company also gained a stable and robust foundation upon which to automate its full spectrum of financial processes – from purchasing and inventory management, to accounts payable and receivable. Fintelligent configured the system to meet dapple's unique needs, including EDI connections into third-party logistics providers. This seamless integration saved them at least 40 hours each month from laboriously entering over 700 invoices into QuickBooks. Now, Sage Intacct automatically collects sales and inventory data from these warehouses every fi een minutes, which speeds invoicing and guarantees transparency around current inventory, unit costs, and other valuable data. With insight into the status of product orders from manufacturers, dapple's operations team can more easily hold those vendors accountable, justify price break requests, know when to restock inventory, forecast for the year ahead, and ultimately help decrease product costs. In addition, Fintelligent connected Sage Intacct with Bill. com, Expensify, and Asana to further streamline workflows and increase the accuracy and availability of dapple's data. "Because Sage Intacct was designed to talk to our other cloud systems, we've been able to take a lot of the guesswork out of our financial operations," said Pertman. "Overall, the solution has eliminated hours and hours of manual tasks every month, and cut in half the number of ad hoc financial information requests coming into our finance team." www.sageintacct.com 877.437.7765 About Dapple Dapple is a leading innovator and producer of non-toxic, hypoallergenic, and plant-based cleaning products for families with young children. The company's products can be found online and on the shelves of Target, Walmart, Buy Buy Baby, Babies R Us and many other leading U.S. and international retailers.

• Cover