Customer Case Studies

"In the beginning of the year, we were behind on several KPIs related to a particular line of busi- ness, but thanks to Sage Intacct, we could instantly see that the group needed to make staffing and so ware changes to get back on track. Now, they've turned things around and are actually ahead of budget expectations," said Bland. He also shared that ILFI's newfound transparency saves time in the grant application process, because the development manager can find all the data she needs right in Sage Intacct and monitor how each revenue stream is doing—e.g. funds coming in from foundations, individual donors, conference sponsors, or institute members. Results Automated Processes Ensure Efficient Scale In addition, ILFI transformed its day-to-day and monthly financial processes. "Before we had Sage Intacct in place, we had no way to do true project accounting. We spent hours every month manually looking at time clock data to check hours spent on different grant deliverables or consulting projects," noted Bland. "With Sage Intacct's robust project accounting capabilities, our employee's time is tracked right in the system, and we easily capture all the activity detail we need for project and program reporting." In addition to implementing these time tracking improvements, Revolution integrated the Nexonia app from the Sage Intacct marketplace for advanced expense reporting— ensuring that employee expenses automatically flow into the right dimensions in Sage Intacct. "Previously, we did all of the institute's invoicing manually in Excel, re-entered the invoice data separately into both Salesforce and Abila MIP, and then had to do reconciliations to make sure everything was correct across systems," added Sandy Allen, ILFI's controller. "Now, we're able to produce invoices directly from Sage Intacct, and can effortlessly monitor our A/R agings and send out collections reminders as needed, which has improved the organization's cash flow." Bland concluded, "We're just ge ing started, and we're confident that Sage Intacct will be able to scale with us as ILFI continues to grow. The team at Revolution is great—they've continued to streamline our financial workflows and answer any questions that come up." B r i n g i n g C l o u d F i n a n C i a l s t o t h e g r e e n B u i l d i n g M o v e M e n t During our monthly operations meetings, everyone's able to look at their personalized Sage Intacct dashboards and see what's going on in their part of organization at that moment. It's increased accountability across the team, and our CEO always knows if we're on track with revenues and expenses. She can spot problems early on, and ask the right questions of a specific department or program to help resolve them quickly. Tom Bland, CFO, International Living Future Institute Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_ILFI_FNL | July 30, 2018 1:10 PM www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765

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