Client Overview

The client is a large NYC-based nonprofit that is primarily grant funded. The organization leveraged a simplified version of Sage Intacct implemented and supported by a boutique accounting firm for years. However, the client faced challenges in effectively managing operational accounting needs and providing timely, detailed financials to stakeholders and funders.

Situation Assessment

Despite a less than positive experience with the initial system, the Finance leadership team considered staying with a reconfigured version of Sage Intacct.

Support from Anoteros

Anoteros played a vital role in the client’s decision-making process by providing a consultant with a decade of nonprofit and Sage Intacct experience for an initial assessment. The outcome was a decision to leverage a new Sage Intacct implementation partner with support from Anoteros for the re-implementation.

Planning and Implementation

Anoteros utilized its specialized experience in the nonprofit sector to facilitate crucial planning sessions, creating a blueprint for the reconfigured solution. The combined expertise of Anoteros and the implementation partner led to the delivery of an effective and efficient solution to meet the client’s requirements.

Post-Implementation Success

Following a successful re-implementation, the client is now configured on a more robust, user-friendly version of Sage Intacct, allowing them to reclaim crucial time lost due to the legacy system's shortcomings. Since going live, the client has engaged in two additional implementations: SAP Concur for expense management and DataBlend for integration needs.

Ongoing Improvement

The client is committed to continuous improvement and investment in its systems to optimize finance and accounting functions.

Contact Information

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