Customer Case Studies

Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 A d o p t i n g A B e s t - i n - C l A s s F o u n d A t i o n F o r B u s i n e s s g r o w t h In our organization, the finance function is really evolving. Sage Intacct has shi ed the perception of our team – from being seen as scorekeepers, or the 'black box' in the corner, towards being seen as experts that truly help the business grow and are integral to the conversation. Doug Boughton, CFO, Smith System Results Granular Visibility Improves Decision-Making Sage Intacct's reporting and dashboard capabilities allow Smith to monitor profit and loss in each of its product or service lines. The finance team leverages Sage Intacct's dimension capability to tag transactions with details such as the project, customer, vendor, or employee to filter, group, and organize their data for more granular reporting. "With Sage Intacct, we can easily track our total costs for each class or product line and get a clear picture of the levers that make one market more profitable than another," shared Boughton. "We would never have dreamed of looking for specific training class profitability measures in our prior systems – it would've required IT resources or a consultant to track down the appropriate data." In addition, the finance team can find quick and easy answers for ad hoc business questions, such as whether it is more cost-effective to buy, lease, or rent vehicles for each market. When this topic came up, they were able to use Sage Intacct's flexible reporting to make a confident decision in a couple hours versus the full week that type of analysis would have required before. "The thing I like best about Sage Intacct is being able to go in anytime I want from wherever I am and get the information I need," concluded Boughton. "Whether I'm working from home, or on the road visiting vendors or customers, I can turn to Sage Intacct and get the answers I need instantly." Sage Intacct also helps Smith report key statistical information and performance indicators to its board and ownership group, including metrics like total training days, number of SaaS users, e-learning visitors, etc. As a result, the company's leadership and product line managers have gained important trend information that drives be er decisions about how to manage and grow the business. "Thanks to all of the efficiency and visibility benefits we've realized, our investment in Sage Intacct was paid off in less than 6 months," concluded Boughton. "We've recently added a third- party expense reporting tool and prepaid amortization functionality, and look forward to further optimizing our processes to increase Sage Intacct's impact on our business over time."

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