Customer Case Studies

PAWS Chicago

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Porte Brown also helped PAWS Chicago restructure its complex chart of accounts to fully leverage Sage Intacct's multi-dimensional general ledger. The team now tags individual transactions with specific programs, departments, employees, vendors, or locations. By capturing this organizational context, PAWS Chicago can analyze real-time performance by various drivers and filter, group, and organize financial data without having to manipulate data in Excel. Results Deep Financial Insight Advances "No Kill" Mission The Porte Brown team helped PAWS Chicago build custom reports and dashboards, including a CEO dashboard with revenue by source, expenses by department, outstanding POs for approval, and more. With Sage Intacct, the organization can now report by department, by program, and by fund type (e.g. restricted grants) to see where money is going and showcase the achievements PAWS Chicago has made towards its mission. With such clear reporting, monthly board meetings have go en much shorter, because there are fewer questions and the board's confidence has increased. PAWS Chicago uses Sage Intacct to track both financial and operational metrics related to various programs – including key performance indicators like the number of spay and neuter surgeries performed each month, expenses for its medical facility expansion project, pet food bank distributions, outside medical services, headcount, and the total number of cats and dogs serviced. "This new insight means that we can effortlessly report more detailed, accurate information back to our donors," noted Brill. "And with greater transparency into things like accurate surgical costs and specific financial statements for self-funded programs, we can finally apply for more outside grants to support these efforts." Financial visibility improves day-to-day operations as well, helping managers make more informed decisions about when to bring on more headcount, or compare medical and lab vendor costs and explore alternatives when needed. Brill commented, "Before, everyone was in the dark, but with Sage Intacct it's a whole new world – department managers can see precisely how they are doing with the click of a bu on and make adjustments before it's too late. As a result, people are controlling their costs proactively, the organization's overall expenses are down, we're sticking to our budget, and our spend is under control." G r o w i n G n o n p r o f i t r e q u i r e s p o w e r f u l M a n a G e r i a l r e p o r t i n G Gaining both efficiency and real-time, trusted financial visibility through Sage Intacct has been an eye- opening experience for our team. We're all now able to focus on more value-added projects vs. just churning through month-end and tedious payables. And since we know what's behind our numbers, we can offer more hands-on financial guidance to individual programs and be er demonstrate the value we're delivering to the broader community. Alisa Brill, CFO, PAWS Chicago Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_Paws_Chicago_FNL | July 30, 2018 1:25 PM www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765

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