Case Studies

Scalable, Cloud ERP Software Enables Painless Growth

Yardstick is a fast-growth company that’s become an award-winning powerhouse in the highstakes licensure, certification, online training, and psychometric space. As Canada’s leader in online testing and training, the business operates multiple entities across North America, and recently acquired a large publishing house. In order to keep pace with the company’s rapid expansion, Yardstick’s finance…

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Bringing Financial Science to the Arts Via 30% More Accurate Program Visibility

San Francisco’s premier performing arts center, Yerba Buena Center for the Arts (YBCA), runs a nonprofit facility that hosts its own cultural programming and offers discounted community rentals for local theaters and artists, as well as commercial rentals. To cover its operating expenses, the organization supplements rental fee income from meetings, conferences, and other special…

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Optimum Employer Solutions Eliminates up to 50 Hours a Month in Manual Accounting Work

Optimum Employer Solutions is a professional employer organization (PEO) providing HR, benefits, payroll, and workers’ comp services to small and mid-sized clients across 47 states. Named for nine straight years to the Inc. 5000 list of America’s fastest-growing private companies, the company helps clients control costs, navigate administrative and regulatory issues, and offer affordable healthcare…

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Airport Increases Organizational Agility Amid Industry Disruption

A few years ago, the Erie Regional Airport Authority hired James Pacansky as its new CFO and immediately tasked him with implementing new, more sophisticated financial management software. “Our auditor had suggested we upgrade for several years in a row, so finding a solution with better controls and reporting was on my to-do list from…

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Education Nonprofit Improves Efficiency 30% with Sage Intacct

Just before COVID-19 hit, the Foundation for Advanced Education in the Sciences (FAES) went looking for a cloud-based financial management solution that would enable them to better track different departments, locations, and programs. “We chose SageIntacct for its dimensional reporting, role-based dashboards, ability to integrate with other applications, internal controls, and robust security,” said Luna….

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Dermatology Practice Increases Finance Efficiency 5x Amid Triple-Digit Revenue Growth

Epiphany needed a robust and sophisticated financial management platform to support its aggressive acquisitions and growth strategy, yet functionality in its previous QuickBooks accounting application was only skin deep. QuickBooks couldn’t meet Epiphany’s needs for multientity consolidation and reporting, forcing the company to maintain separate books for each entity. QuickBooks also didn’t allow Epiphany to…

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Social Housing Nonprofit Increases Efficiency by 50% with Modern Financial Management

Dawson Creek Society for Community Living was incorporated in 1958 with a mission to serve adults with developmental disabilities. This growing Canadian nonprofit strives to meet this community’s evolving needs through a range of services, resources, education, and advocacy. With a $12 million (CAD) budget, the organization is primarily funded by various provincial and regional…

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Mental Health Agency Builds Agility and Accountability with Sage Intacct

Previously, BHR’s finance team used a version of Microsoft Dynamics GP that was no longer supported, which led to inefficiency, inflexibility, and a risk of major data loss. When the agency brought on a new director of finance, he recognized the urgency of the situation and decided to migrate to a modern, cloud-based financial system…

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Internal Audits Reduce the Risk Associated with Global Operations

International organizations tend to have inconsistent policies and procedures across offices in different countries. This is often necessary to operate effectively and maintain local compliance, but it does represent organizational risks. This case study describes how one international nonprofit conducted an internal audit that effectively addressed the risks and processes that were unique and critical…

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The Key Ingredient for Strong Financial Management – Creative Dining Services

Creative Dining’s accounting practices didn’t match the high caliber of its customer-centric foodservice offerings. Prone to frequent crashes, QuickBooks was poorly suited to scale with the company’s rapid growth. Creative Dining staff at client locations spent hundreds of hours each week manually entering data into Google Sheets to produce P&L reports, which would then need…

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