Success Story: Leaf Improves its Process to Deliver Customer Delight

The 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 »

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Success Story: IMPA Speaks with One Voice After Implementing CRM

The 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 »

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Custom Solution for Royal United Mortgage Optimizes Loan Options Worksheet

The 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 »

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Indiana CPA Society Leads by Example – Moves Accounting to the Cloud

The 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 »

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CarDon Senior Living Transforms Tracking and Reporting with Power Platform

The 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 »

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Case Study: Probo Medical’s Growing Pains Compel Accounting Software Upgrade

Find 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 »

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Red Gold Digital Process Automation

The 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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Nonprofit case study – Keeping Pace with High Growth Demands at Meals on wheels

Are you a finance or accounting leader in a growing nonprofit organization? Then this case study will go a long way to help you understand the impact of implementing cloud based financial software. Challenges Keeping Pace with High Growth Demands Meals on Wheels America is the leadership organization supporting the more than 5,000 community based Read the full article »

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Senior Living Case Study – Multi-Entity Financial Management to Support Future Growth

As a finance professional in a Senior Living / Assisted Living organization, you may be experiencing growth beyond the capabilities of your current financial software package. Sage Intacct handles multi-entity organizations with ease. See the case study below for further clarification. In Search of Multi-Entity Financial Management to Support Future Growth Personal Healthcare, a senior Read the full article »

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