Ease of reporting and standardized accounting practices realized. Anne Ward, Chief Financial Officer at Indiana Legal Services shared her experience migrating from an on-premises accounting software program to the cloud accounting software solution Sage Intacct. Tell us about Indiana Legal Services. What accounting challenges did you have? Indiana Legal Services is a nonprofit law firm Read the full article »
Read MoreLeaf and Seven Corners Travel Insurance – How the Project Started Leaf assisted Seven Corners by applying the concept of a contribution margin financial measurement in the Sage Intacct Cloud Accounting system. To achieve this, Leaf advisors reviewed the various elements of the contribution margin formula. In this advisory role, Leaf discussed how each of Read the full article »
Read MoreThe Situation: Justin Kruse, Power Platform Practice Lead at Leaf, identified an opportunity to address two key challenges with Leaf’s internal sales and operations processes. Both challenges directly affect customer satisfaction, and the solution would create a positive impact for Leaf. Since these obstacles were not easily overcome using the traditional project management tools, Justin Read the full article »
Read MoreThe Situation: Raj Rao, Chief Executive Officer and President of the Indiana Municipal Power Agency (IMPA) understood communication throughout his organization was suffering from a versioning problem. On any given day, IMPA departmental staff would interact with personnel from their member communities, but the information obtained during those interactions would not be available to others Read the full article »
Read MoreThe Situation: Eric Ashton, VP of Information Technology for Royal United Mortgage, was noticing the outstanding customer experience provided by their loan advisors was at risk of deteriorating. “We train our folks to dig deep and ask the questions that go beyond a simple refinance. We build a positive rapport and relationship to set ourselves Read the full article »
Read MoreThe Situation: Jenny Norris, Vice President of Finance for the Indiana CPA Society (INCPAS) was faced with a dilemma. Her legacy accounting software system was coming to its end of life, no longer supporting critical tax updates. While she had budgeted appropriately to migrate to a cloud-based software as a service solution, the COVID-19 pandemic Read the full article »
Read MoreThe Situation: With operating procedures changing fast due to the coronavirus pandemic, CarDon needed to ensure the safety of its senior living community residents and associates by employing a comprehensive testing, tracking, monitoring, and compliance solution. Tom McClelland, Executive Director, IT for CarDon noted, “When COVID-19 reared its head in March 2020, we immediately needed Read the full article »
Read MoreFind out how Probo Medical successfully navigated through big business changes during fast-paced growth by implementing a Sage Intacct Cloud Accounting solution. At Probo Medical, moving away from QuickBooks was paramount, since handling a multi-entity structure with multi-currency capabilities, integrating Salesforce, and customizing the accounting functions and reporting features were necessary for the continued success Read the full article »
Read MoreThe Situation: Joe DeMarco has an excellent handle on the information technology capabilities at LINC Systems where he serves as VP of business development and communication. “We know what we want, just not how to execute the technical part of the project . . . and since we’ve acquired four companies in the past year Read the full article »
Read MoreThe Situation: Red Gold, a tomato processing company based in Indiana, not only produces its own branded products, but also works with companies to create private label tomato products sold under many other brand names. In the past several years, the Red Gold’s cross functional team responsible for new label/item creations has been observing problems Read the full article »
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