COMPANY OVERVIEW

Visit Seattle — the official destination marketing organization (DMO) for Seattle and King County

Visit Seattle is the official destination marketing organization (DMO) dedicated to serving Seattle and King County. Their primary mission is to champion the region as a premier travel destination, emphasizing the economic benefits of tourism, while also advocating for diversity at every opportunity.

CHALLENGES

Navigating Interface Challenges with Microsoft Navision

Visit Seattle had relied on Microsoft Navision for their ERP system, finding it adequate for their accounting needs. However, they encountered notable challenges with Navision’s interface and functionality. While it served its purpose, Navision lacked the user-friendliness that Visit Seattle desired, prompting them to see a more efficient solution.

Visit Seattle’s primary struggles with Navision stemmed from its lack of an intuitive interface, hindering their ability to efficiently navigate the system and perform tasks. Furthermore, editing or adjusting data within the system proved to be a complex and time-consuming process. This limitation created inefficiencies when quick modifications were necessary before the month-end close.

Driven by the need for a more user-friendly and flexible accounting solution, Visit Seattle wanted to explore alternatives that could address their pain points and enhance their financial operations.

OUTCOMES

Partnering for Success: Implementing Sage Intacct with Ease

Visit Seattle collaborated closely with CFO by Design, a full-service executive support firm, to strategically evaluate Sage Intacct as a potential solution, recognizing the intuitive nature of its platform. The system’s comprehensive features and user-friendly interface closely aligned with their vision for enhancing efficiency.

Understanding the importance of a seamless implementation process, Visit Seattle sought out a partner to guide them through the transition. With valuable assistance from CFO by Design, they ultimately selected CBIZ CompuData as their trusted implementation partner.

With over 30 years of expertise as a Sage partner, CBIZ CompuData’s proven track record of successful implementations and dedication to customer success made them the ideal choice for Visit Seattle. The CBIZ CompuData team’s deep understanding of both Sage Intacct and Visit Seattle’s unique requirements facilitated a smooth transition, minimizing disruptions and optimizing efficiency.

“CBIZ CompuData’s responsiveness and expertise have been instrumental in our success. Whether it’s hopping on a call within 24 hours or guiding us through complex processes, they’ve consistently gone above and beyond to ensure our needs are met. The team’s organization and dedication kept us informed every step of the way, ensuring we stayed on track. We truly felt fully supported throughout the process and continue to benefit from their expertise and commitment to our success.”

Heather Moreno, Senior Director of Systems and Operations at Visit Seattle

RESULTS

Visit Seattle’s Success with CBIZ CompuData’s Support

The successful transition to Sage Intacct, guided by CBIZ CompuData’s expertise, empowered Visit Seattle to optimize their financial management processes. Throughout the implementation journey, CBIZ CompuData’s responsive support and tailored training enabled Visit Seattle to navigate the system smoothly, allowing them to concentrate on their core mission of promoting Seattle as a vibrant destination.

Here’s a closer look at some of the positive results:

• Enhanced Flexibility and Control: Visit Seattle’s team expressed satisfaction with the ability to make on-the-fly adjustments in Sage Intacct. Unlike their previous system, Intacct allowed seamless changes and reclassifications within entries, eliminating cumbersome manual processes or complex journal entries. The ability to edit entries and make corrections in Sage Intacct before month-end close provided Visit Seattle with greater control and accuracy over their financial data. The system’s flexibility and user-friendly interface made it easier for users to access and analyze critical financial data, empowering informed decision-making across their organization.
• Improved User Accessibility and Collaboration: The intuitive nature of Sage Intacct facilitated greater participation and understanding across Visit Seattle’s team, including non-accounting personnel. This fostered increased collaboration and communication, leading to a more comprehensive understanding of their financial processes. Sage Intacct’s role-based access control allowed Visit Seattle to grant view-only access to non-accounting personnel. Department heads could easily access relevant financial information, reducing reliance on manual reporting processes and ensuring accurate coding.
• Efficiency Gains through Automation: The transition to Sage Intacct enabled Visit Seattle to automate previously manual processes, such as accounts payable and accounts receivable. This automation freed up valuable time for their team to focus on higher-value tasks.