Customer Case Studies

Smith System


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© 2018 Sage Intacct, Inc. All rights reserved. 877-437-7765 Adopting a Best-in-Class Foundation for Business Growth Smith System Driver Improvement Institute, Inc. C A S E S T U D Y Company Overview Smith System Driver Improvement Institute, Inc. was founded in 1952 as the nation's first fleet driver safety training organization with on-road, hands-on education for experienced drivers. Smith System delivers behind the wheel instruction to more than 35,000 fleet drivers each year and has presented its program in 100 countries and in 22 languages. Executive Summary Results with Sage Intacct: • So ware paid for itself in <6 months • Improved decision-making • Eliminated duplicate data entry Challenges Adopting a Best-in-Class Foundation for Business Growth For over 60 years, Smith System has provided training for professional driver fleets. Over time, the company developed multiple revenue streams: driving instruction services and materials, vehicle monitoring devices, and cloud so ware that helps fleets manage their drivers. A er several years of accelerating growth, Smith decided to shi towards a best-in-class IT strategy, however its previous financial so ware – an on-premises ERP system – did not integrate with the company's new Salesforce CRM so ware. "We were tired of having our data in multiple places and arguing over which data was right; we needed a single source of truth to get everyone in the company on the same page," said Doug Boughton, CFO at Smith System. "A er using NetSuite at my last company, I knew we wanted something be er suited for a services-oriented business like ours, and Sage Intacct was the perfect fit. It gives us full insight to our profitability across multiple dimensions, and can expand with us as our company grows." Solutions Seamless Salesforce Integration Provides Trusted, Accurate Data Smith System worked with Sage Intacct partner Leap the Pond to implement the Sage Intacct so ware and connect it with Salesforce using the Sage Intacct CRM Integration. This quickly eliminated duplicate data entry and resolved previous inconsistencies that had sometimes caused improper customer billing. Now, an order is entered once in Salesforce and automatically flows into Sage Intacct for seamless invoicing, and details about invoices and payments flow back into Salesforce. As a result, the sales and finance teams are be er aligned, have more accurate information, and have confidence in making decisions that be er serve customers. Boughton noted, "Instead of worrying about keystrokes, our finance team now spends more time understanding the business and our customers. We look to Sage Intacct and Salesforce as the backbone of our customer acquisition, sales processes, training delivery, customer support, billing, financial controls, and more – together, these systems provide a solid foundation for improving and accelerating our business." The company also uses Sage Intacct Project Accounting to ensure that all billable expenses related to its training classes are captured appropriately and can make their way onto a bill at the end of the day. Sage Intacct's automated expense reporting and project billing have been a big cost and time saver for Smith, ensuring that billing gets completed earlier in the month.

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