Customer Case Studies

Through permissions-based Sage Intacct dashboards with current staff hours and rates, manag- ers can quickly monitor project status. In addition, Community Progress can pull in operational data to track its program outcomes, assess performance, and determine the true cost per a endee for conferences and events. Results Automated Financial Processes Minimize Overhead As the organization has grown over the years, so have its efficiency gains, as a result of stream- lined processes in Sage Intacct. The lean finance team at Community Progress no longer spends time manually entering and allocating staff hours in Excel to support foundation grants, govern- ment funding, and fee-for-service contracts. "We never could've generated this type of reporting out of QuickBooks without hiring another full-time finance person, which would cost us more than we're paying for our Sage Intacct solution," said Flood. Flood continued, "When I look at the tremendous productivity improvements we've seen with Sage Intacct, one of our biggest time savings comes from having time tracking capabilities for all of our individual employees across the country right in our core financial system. It takes them much less time to fill out a time report in Nexonia, which automatically syncs with Sage Intacct, so we now have a single source of truth." Community Progress also connected Sage Intacct with Nexonia for more timely and accurate expense reporting, with Paychex for payroll entries, and with Cli onLarsonAllen's allocation management app to allocate labor costs to specific projects. "Sage Intacct provides enhanced financial controls, which, along with its seamless integrations across multiple systems, ensures that all costs are correctly assigned to the right projects so our audits go smoothly," mentioned Flood. "We've definitely reduced our audit fees by giving audi- tors view-only access to our supporting documentation and electronic approvals in the system." He concluded, "With Sage Intacct, I know we made the right choice because we benefit from a scalable system that's always innovating to support our continued growth." R o b u s t F i n a n c i a l s o F t w a R e s u p p o R t s n o n p R o F i t M i s s i o n One of the most important benefits we've enjoyed with Sage Intacct—and something every nonprofit can benefit from—is the ability to be er manage our funding. With reliable, timely reports, we're able to demonstrate how efficiently we use each donor's funding to advance our mission, while cu ing our project administration time by 25%. The greatest impact Sage Intacct makes is freeing up more time to achieve our mission. Brian Flood, Director of Finance and Administration, Center for Community Progress Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_Study_Community_Progress_FNL | July 30, 2018 10:54 AM www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765

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