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Kinds: Case Studies

D.C. Senior Center Revitalizes its Aging Financial Infrastructure

Challenge: Aging Infrastructure A nonprofit organization dedicated to serving its senior community was struggling with its aging financial infrastructure. The organization relied on multiple disjointed systems for accounting, budgeting, development and external billing. Using outdated systems meant that staff members had to update financial reports, budgets, employee expense reports, and other key information manually using…

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Strengthening IT Security: One Nonprofit’s Journey to Meet SAS 145 Requirements

In response to growing IT and cybersecurity risks, auditors are placing greater scrutiny on IT risk and risk controls in their audit process. The Auditing Standards Board issued a new Statement on Auditing Standards (SAS 145) that provides a more detailed risk evaluation framework and takes effect for all audits ending on or after December…

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Navigating Digital Transformation: How One INGO Successfully Conducted a System Assessment

Navigating Digital Transformation In virtual work environments, having streamlined operations, efficient collaboration, and transparent processes is paramount. This rings especially true for international nongovernmental organizations (INGOs) dedicated to humanitarian efforts. In this case study, we share a real-world scenario where a prominent INGO sought our assistance in modernizing their operations through an Enterprise Resource Planning…

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Sage Intacct is a “work of art” for Yerba Buena Center for the Arts

The executives and department managers at Yerba Buena Center for the Arts have access to personalized Sage Intacct dashboards that offer real-time visibility into important trends. These dashboards provide insights into revenue growth for both commercial and community rental clients, as well as net income per project. By importing individual donor demographics and event attendance data into Sage Intacct, the organization has gained valuable information to enhance their marketing campaigns. YBCA’s leaders closely monitor these metrics through interactive charts, graphs, timelines, and other visualizations, allowing for more frequent planning and ensuring effective management of each program to further the organization’s mission.

Growing Nonprofit Implements Sage Intacct to Scale Operations

Growing rapidly and close to meeting their ambitious $10M capital campaign goal, Out Teach’s leadership team realized they needed additional resources to support the current and future needs of the organization.

Community-Based Nonprofit Proactively Addresses Cybersecurity Challenges

A medical facility serving homeless patients was dealing with a newly-hybrid work environment, increased government scrutiny on IT security, and rising cyberattacks. Learn how a cybersecurity assessment provided a low-cost option for them to understand their cyber posture, prioritize tasks for mitigating risks, and make informed decisions.

How a Growing Nonprofit Streamlined Grants Management

With unprecedented growth during the COVID-19 pandemic of extraordinary operational challenges, the Latino Economic Development Center (LEDC) needed to increase efficiency and improve access to data across the organization.

How a Small Energy Association Used Technology to Support Rapid Expansion

In just three years, the Clean Energy Buyers Association (CEBA) and its affiliate the Clean Energy Buyers Institute (CEBI) had grown from six employees to nearly 60. With growth, CEBA was managing over $10 million in annual revenue and representing over 300 members.

Snapsheet Achieves 6x Revenue Growth and Saves $140,000 Annually With Sage Intacct

This Sage Intacct case study shows how Rocky Mountain Youth Corps increased funding by $340,000 and improved donor confidence. 

Community Youth Organization Doubles Grant Funding

This Sage Intacct case study shows how Rocky Mountain Youth Corps increased funding by $340,000 and improved donor confidence.