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Design starts with the operating model
Nonprofit & Social Services
Grant and program reporting
Optimization & Process Reengineering
Improve the way the work gets done.
We examine reporting, workflows, controls and system utilization, then reduce friction and reshape processes around current business needs.
What this service is
Get more from the Sage Intacct you already have.
Who it is for
- Teams whose month end close has not improved enough.
- Finance teams rebuilding reports in spreadsheets.
- Organizations with purchased modules that are underused.
- Processes copied from a previous ERP without redesign.
For live Sage Intacct customers, we find where reporting, workflows, controls and system use fall short, then improve the process first and the configuration second. Optimization does not mean optimizing everything. It means the few changes that materially improve finance operations without destabilizing the environment.
How we help
- 01Find the frictionWhere time, effort and control are lost today.
- 02Trace the root causeProcess, configuration, dimensions, workflow, integration or training.
- 03Redesign togetherA better process agreed with your team before configuration changes.
- 04Change and measureSage Intacct changed to support it, and the improvement measured.
Which question are you asking?
Different questions need different services. This helps you land in the right place.
Something needs help now.
Explore SupportIs the current environment operating correctly?
Start the Implementation Health CheckCould the current environment perform materially better?
You are in the right placeShould the underlying way of working change?
You are in the right placeIs the implementation fundamentally underperforming?
Explore Rescue & ReimplementationOur optimization approach
Design the process, then the system.
Five steps take each improvement from the friction people feel to a measured result. Design a better process, together. Only then change Sage Intacct.
Stage 1 of 5 · Friction
Start where the work is hardest.
We begin with the people doing the work, and the reports and workarounds they rely on.
What we do
- Walk through the processes with the people who run them.
- Collect the spreadsheets, rekeying and approval delays.
- Review how Sage Intacct is configured and used today.
The outcome
A shared list of friction points, in your team’s own words.
Stage 2 of 5 · Root cause
Trace each friction point to its source.
The same symptom can have very different causes, so we find the real one before changing anything.
What we do
- Test whether the cause is process, configuration, dimensions, workflow, integration, training or permissions.
- Check whether existing capability is already available but unused.
- Size how often the problem happens and what it costs in effort.
The outcome
Causes, not symptoms, so effort goes where it counts.
Stage 3 of 5 · Better process
Design a better process, together.
We work with your team to agree how the work should flow, before touching configuration.
What we do
- Remove steps that add no value.
- Clarify ownership, approvals and controls.
- Agree the future process with the people who will run it.
The outcome
An agreed future process your team believes in.
Stage 4 of 5 · Sage Intacct change
Change Sage Intacct to support the new process.
We configure what the process needs, using what you already own first, and prioritize each change on five factors.
What we do
- Configure workflows, dimensions, reports and approvals.
- Evaluate additional capability only when the evidence supports it.
- Test changes before they reach live operations.
The outcome
Changes that fit your process, introduced without destabilizing the environment.
Stage 5 of 5 · Measured improvement
Show that it worked.
We agree a baseline before the change and measure again afterwards.
What we do
- Measure effort, time or control before the change.
- Measure again once the change has settled.
- Decide the next priority with the evidence.
The outcome
Evidence of improvement, and a clear next priority.
The problems we solve
See the approach on a real problem.
These are problems we are often asked to solve. Watch how each one moves from friction to a better process, or choose one yourself.
FrictionEvery month end, reports are rebuilt in spreadsheets, and a coding issue found late sends the work back to the start.
Root causeReports live outside the system, on dimensions that do not match the analysis management needs.
Better processCode transactions to agreed dimensions, report from the system, and correct exceptions at the source rather than in a spreadsheet.
Sage Intacct changeRestructure dimensions and build the reports and dashboards on them in Sage Intacct.
Measured improvementWe baseline report preparation hours before the change and measure them again afterwards.
FrictionInvoices are keyed by hand, coding is corrected after the fact, and approvals are chased.
Root causeNo coding rules at entry and no defined approval route, so errors and delays surface late.
Better processValidate each invoice when it arrives, route it for approval by agreed thresholds, and handle only the exceptions by hand.
Sage Intacct changeConfigure coding validation and approval routing in Accounts Payable, then post and pay in Sage Intacct.
Measured improvementWe baseline invoice touch time before the change and measure it again afterwards.
FrictionThe close keeps slipping: inputs arrive late, and reconciliations finish after reporting, so reports are rerun.
Root causeNo calendar, owners or cutoffs, and no rule for capturing or accruing what arrives late.
Better processRun the close to a calendar with owners and a cutoff, accrue late items, and report only once the close is final.
Sage Intacct changeAlign recurring entries, reconciliations, intercompany and period close in Sage Intacct with the calendar.
Measured improvementWe baseline days to close before the change and measure them again afterwards.
FrictionThe same data is keyed into more than one system, and mismatches are found by comparing totals.
Root causeNo system of record, no governed integration and no reconciliation of what moves between systems.
Better processDecide which system owns each record, send it once through a governed integration, validate it and route only the exceptions.
Sage Intacct changeConnect the systems through the Sage Intacct integration interface, post the records and reconcile them.
Measured improvementWe baseline the records rekeyed by hand before the change and count them again afterwards.
FrictionSpend is committed first, and the approval and budget questions only surface when the invoice arrives.
Root causeNothing requires a request or approval before commitment, and authority is not defined.
Better processRequest, check budget and authority, and approve before a purchase order commits the spend; then receive, match and pay.
Sage Intacct changeConfigure purchase requisitions, approvals, purchase orders and matching in Sage Intacct to follow the agreed rules.
Measured improvementWe baseline spend committed without the required approval before the change and measure it again afterwards.
FrictionPeople leave the system for spreadsheets and email, then rekey the result.
Root causeWorkflows, permissions and training do not fit the way each role works.
Better processEach role completes its task in the system, with approval routed in the system where the process needs it.
Sage Intacct changeAdjust workflows, roles and permissions in Sage Intacct, then train each role on its own tasks.
Measured improvementWe baseline the share of target tasks completed in the system and measure it again afterwards.
FrictionEvery new entity means copying the setup by hand and fixing the inconsistencies afterwards.
Root causeThere is no shared standard structure, and shared and local settings were never separated.
Better processCreate each new entity from the shared structure, configure only what is local, then validate reporting before Go-Live.
Sage Intacct changeSet up the shared structure, dimensions, roles and consolidation in Sage Intacct so each new entity reuses them.
Measured improvementWe baseline the time to configure and validate a new entity and measure it again for the next one.
Optimize the few things that matter.
We weigh Impact, Effort, Risk, Frequency and Dependency together, so your team spends its time on the changes that pay back.
How much the change improves finance operations.
The work required to make the change well.
What could be destabilized, and how that is controlled.
How often the work happens. A daily task usually outranks a yearly one.
What must be in place first.
No change is assumed. The evidence decides whether the improvement is process, configuration, reporting and dimensions, workflow, integration, training, or additional Sage Intacct capability.
Where is the value in your environment?
The Optimization Assessment identifies your highest value improvements. No registration. No email required. Or talk to us about the friction your team feels today.