Case Studies

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.


Sage Intacct Partnership