## 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

Get in touch and tell us about your needs.  
Call at [(609) 613-7104](tel:(609) 613-7104) or send us a [message](/content/contact-us/index.html).