Reimplementing a Finance and Accounting System For a Large Non-Profit


The Challenge

The client is a large NYC-based nonprofit that is primarily grant funded. The organization had been leveraging a simplified version of Sage Intacct that was implemented and supported by a boutique accounting firm for years. The client was often challenged with effectively keeping up with its operational accounting needs and providing timely and detailed financials to key stakeholders and funders. Though the experience with the system had not been overly positive, the Finance leadership team was willing to consider staying with a reconfigured version of the system.

Our Approach

Anoteros provided the client support through its pivotal decision making process, bringing in a consultant with a decade of nonprofit and Sage Intacct experience to conduct an initial assessment. The outcome of the evaluation was a decision to leverage a new Sage Intacct implementation partner with support from Anoteros to guide the client through the re-implementation of the solution.

Anoteros provided specialized experience in the non-profit sector, facilitating in-depth and ultimately crucial planning sessions to determine a blueprint for the reconfigured solution. Coupled with the Sage Intacct expertise of the implementation partner, all three parties were able to deliver an effective and efficient solution to meet the client’s requirements.

The Outcome

After a successful re-implementation, the client is now configured on a more robust, easy-to-use, and deliberate configuration of Sage Intacct that has allowed it to reclaim crucial time previously lost due to the shortcomings of the legacy system. Since go-live, the client has taken on two additional implementations with the Anoteros team, SAP Concur for expense management, and DataBlend for its integration needs. The client continues to improve and invest in its systems to optimize its finance and accounting functions.