Kinds: Case Studies

Services Business Seeks Out Best-in-Class Financial Management

Known as the Bay Area’s premier talent scouts, Premier Talent Partners has experienced significant growth and was recognized with several “best places to work” and “fastest-growing companies” awards in the past few years. The services firm now operates five offices in California and New York and, not surprisingly, found it challenging to run this expanding…

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Life Sciences Consultancy Nets $4 Million in New Profit with Sage Intacct

Halloran is accelerating their rapid growth with its adoption of Sage Intacct in a best-in-class environment, realizing huge gains in project profitability, billable utilization, and other key metrics. The 85-person firm has eliminated problems of disjointed information across multiple systems — financial data in QuickBooks, sales data in Salesforce CRM, and project data in NetSuite…

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Community Behavioral Health Center Reduces TCO 40% with Sage Intacct

Health Solutions replaced multiple financial applications with Sage Intacct. The switch allowed the team to scale effortlessly with the organization’s 5% growth, shorten their monthly close cycle by 65%, and seamlessly blend key information from their finance, payroll, and electronic health (EHR) platforms for more holistic insight.

ERM Case Study: Bridges to Prosperity

The Bridges to Prosperity Board of Directors recognized that the rapid expansion of its operations would expose the organization to previously unconsidered risks. It encouraged the management team to develop a robust plan to ensure that the organization could identify, manage, and respond to the risks associated with its new strategy effectively and promptly.

Digging into Data to Deliver Better Services: American Marketing Association

In order to drive a better membership experience, AMA wanted to replace its legacy association management system, Personify, with new cloud-based CRM and content management systems (CMS). The move to an entirely cloud-based technology stack also created the need to replace Microsoft Dynamics Great Plains, an on-premise legacy accounting system used for nearly 20 years.