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 S c A l A b l e F i n A n c i A l M A n A g e M e n t F o r o n g o i n g g r o w t h Sage Intacct also streamlined all of Berkshire's other financial processes across best-in-class systems, eliminating 70% of duplicate data entry and shortening the monthly close from 17 days to seven. The finance team realigned their accounting tasks to ensure separation of duty, slashed the amount of time they spent in spreadsheets and on gathering data, and sped purchasing approval cycles from weeks to minutes. Results Project Profitability Insight Informs Sales and Operations Decisions Sage Intacct provides full transparency into the firm's financials through a variety of operational dimensions that allow Berkshire to slice and dice data across specific projects, locations, clients, vendors, or employees for deeper reporting and analysis. Prior to deploying the system, the finance team analyzed things like project profitability by customer just once a year because it was so time-consuming. Now, they can monitor key performance indicators every day, keep an eye on how long it's taking to complete projects, and even spot the company's most time-consuming clients in order to make be er pricing and sales decisions. And with Sage Intacct's Salesforce CRM connector, Berkshire enjoys contract visibility across the entire organization, from bid to billing. Salespeople can see their customers' project profitability numbers right in Salesforce, view how much time a project took, and make pricing adjustments as needed before they send their next quote. Personalized dashboards in Sage Intacct also give Berkshire's project managers real-time insight into billing approvals and active project financials, including budget vs. actuals, billed vs. unbilled expenses, and billable hours vs. unbillable hours. Roeder concluded, "With Sage Intacct's simple, flexible reporting capabilities, I can create any type of report we need. There's endless information that we can get out of the system." In the five years since we graduated to Sage Intacct, our revenue increased significantly, and there's no way we could've kept up with that growth if we were still using QuickBooks. I used to work up to 80 hours a week, but now I work 40-hour weeks with the same-sized team, thanks to the amazing automation and productivity boost we gained with Sage Intacct. Lisa Roeder, Business Manager, Berkshire Associates

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