Case Study — Goodwill of Delaware and Delaware County

COMPANY OVERVIEW

Goodwill of Delaware’s Transition to Sage Intacct

Goodwill of Delaware and Delaware County is a mission-driven 501(c)(3) nonprofit dedicated to improving the quality of life for people facing barriers to self-sufficiency through the Power of Work. Their mission focuses on empowering individuals with job training, social services, and employment support, reflecting their broader impact on the community. They provide a variety of job skills and employment programs to help people prepare for work and to deliver a qualified workforce to current and prospective employers in our region.

CHALLENGES

Managing Growth Pains: Goodwill of Delaware’s Need for a Single Source of Truth

For over a decade, Goodwill of Delaware relied on Sage 100 as their trusted accounting system, effectively managing their financial operations. However, as their organization evolved, they encountered challenges that highlighted the need for a more scalable and integrated platform to support their growth.

Over time, they accumulated various Sage products and third-party reporting tools, resulting in a fragmented system that became cumbersome and time-consuming to maintain. This diversification required managing separate licenses, prompting Goodwill of Delaware to seek a streamlined, unified solution.

The complexity of managing multiple systems made financial reporting particularly challenging due to the lack of integrated dimensions. This led to errors that demanded extensive time at month-end for identification and correction.

Internally hosting Sage 100 presented additional hurdles. The team managed two outdated servers, each supporting different components, complicating system management. This setup involved spending significant time on manual updates and placed heavy demands on IT resources for maintenance.

Recognizing these challenges, Goodwill of Delaware sought a robust, integrated accounting system that could efficiently provide a single source of truth to support their organizational needs.

OUTCOMES

From Fragmentation to Advanced Integration: Transitioning to a Unified Accounting System

After carefully evaluating several accounting solutions, Goodwill of Delaware selected Sage Intacct for its comprehensive features and seamless integration capabilities. The decision was influenced by their familiarity with Sage products and Sage Intacct’s ability to consolidate multiple packages into a unified system. This transition effectively eliminated the need for multiple licenses and streamlined their operational processes. Additionally, Sage Intacct’s cloud-based architecture provided scalability and flexibility, alleviating Goodwill of Delaware from the complexities of managing servers and ensuring automatic updates.

CBIZ CompuData, a trusted Sage partner for over 30 years, played a pivotal role in facilitating this transition. The CBIZ CompuData team’s unwavering support helped ensure that all tasks were seamlessly executed, and this collaborative approach was instrumental in helping Goodwill of Delaware achieve their goals efficiently.

RESULTS

Modernizing Financial Processes: Goodwill of Delaware’s Success with Sage Intacct

Goodwill of Delaware’s adoption of Sage Intacct has been highly beneficial for their team, resulting in improved financial processes and enhanced financial accuracy and visibility. Their partnership with CBIZ CompuData has ensured a successful implementation, setting the stage for continued operational excellence and growth.

Here’s a closer look at some of the improvements Goodwill of Delaware has experienced:

• Integration and Consolidation: Sage Intacct’s integration capabilities consolidated disparate processes into a single source of truth, eliminating the need for multiple licenses and reducing manual efforts in financial reporting and data entry.
• Advanced Features: Users appreciate Sage Intacct’s robust features such as fixed assets management, AI-driven AP automation, and direct email integration for seamless invoice processing. These features have streamlined operations and improved vendor relationships by reducing lost invoices and ensuring accurate financial tracking.
• Enhanced Financial Accuracy: The dimensional relationships within Sage Intacct minimized errors in financial postings, streamlining month-end reconciliation and enhancing overall accuracy.
• User-Friendly Interface: Sage Intacct’s intuitive interface and customizable reporting capabilities have been well-received across various levels of technical proficiency within Goodwill of Delaware. Users appreciate features like memorized reports, custom views, and interactive dashboards, which provide real-time insights and support informed decision-making.
• Improved Efficiency: Automatic updates and streamlined workflows significantly reduced the time and effort previously spent on system maintenance and updates. The upcoming implementation of Sage Intacct’s purchasing module is expected to further streamline document workflows, enhancing procurement processes from requisition to billing and providing real-time insights into financial commitments.