Case Studies

Finance Efficiency Jumps 60% at the Boys & Girls Clubs of Greater Tarrant County

Improving finance and accounting became a top priority when Robert Ehret, with a background in church and bank finance, joined the Boys & Girls Clubs of Greater Fort Worth as its CFO in 2014. (The club would merge with a sister club in Arlington to create the Tarrant County organization in 2018, with 290 full-…

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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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Preparing for the Future with a Flexible Financial Platform

A third-generation family-owned business, Goodway Group has evolved significantly over the past nine decades, transforming from a printing press, to a direct-mail marketer, into a digital marketing organization. After shifting its focus to digital from print, the company grew rapidly and found it could no longer run its financial processes efficiently on QuickBooks. It had…

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Growing Nonprofit Requires Powerful Managerial Reporting

PAWS Chicago is a 20-year-old nonprofit focused on making Chicago a “no kill” community for dogs and cats. In support of this mission, the organization adopts out over 5,000 animals annually but is much more than a rescue shelter. Its community outreach and prevention programs include a mobile spay and neuter clinic, a door-to-door outreach…

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Public Insurance Fund Drives 75% Efficiency Gain with Sage Intacct

The California Intergovernmental Risk Authority (CIRA) is a self-insured joint powers authority that handles the insurance claims, benefit programs, and risk management needs of public entities. Bringing together the Redwood Empire Municipal Insurance Fund and the Public Agency Risk Sharing Authority of California, the new organization’s mission is to provide its members with shared risk…

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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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