Southern Crown Partners Overcomes Reporting Challenges by Moving from Sage 100 to Sage Intacct

Southern Crown Partners faced several key challenges that hindered their ability to maintain efficient operations and drive growth. These issues included data inaccuracy, limited visibility into essential business metrics, and a need for reporting and dashboard flexibility. Despite growing revenue, their current systems needed to be equipped to scale with their evolving needs, leaving their finance team struggling to stay efficient. To address these concerns, Southern Crown Partners decided to transition from Sage 100 to Sage Intacct with the help of their trusted partner, Blytheco. This move proved transformative for their operations, improving reporting accuracy and streamlining processes.

The Challenges

1. Data Obscurity: Operating with obscure or potentially inaccurate data meant that decisions were made without a complete picture of the company's financial health. Southern Crown Partners struggled to reconcile numbers between its multiple consolidated entities, which created inconsistencies and further reporting delays.
2. Limited Visibility into Business Metrics: With siloed data spread across multiple systems, gaining a company-wide view of business performance was nearly impossible. Southern Crown Partners lacked a unified system to track critical metrics quickly, making it difficult to accurately forecast, analyze trends, or evaluate customer and vendor relationships.
3. Lack of Reporting and Dashboard Flexibility: Southern Crown Partners needed robust reporting capabilities that would allow real-time insights across various departments and entities. Their existing system, Sage 100, lacked the dashboard flexibility to adapt to the company's unique reporting needs. This limitation prevented them from generating customized reports quickly to make data-driven decisions.

The Move from Sage 100 to Sage Intacct

After careful consideration, Southern Crown Partners, in partnership with Blytheco, chose Sage Intacct to solve these challenges. By moving from Sage 100 to Sage Intacct, they could consolidate their systems, reduce inefficiencies, and unlock greater visibility into their business. Sage Intacct's robust reporting capabilities, data accuracy features, and unified system were instrumental in overcoming these challenges.

Ron Mackunis, VP of Finance, shared his thoughts on the transition, saying, "We have consistently experienced very satisfying services with Blytheco from the initial contact and quote process to working to go live and subsequent projects with a Blytheco team that is a pleasure to partner with."

The Gains

1. Lean Finance Team During Continued Revenue Growth: Sage Intacct's automation tools not only reduced the manual workload but also brought a sense of ease and comfort, allowing the finance team to focus on higher-level tasks, such as analysis and strategic decision-making, rather than time-consuming data entry. While Southern Crown Partners' revenue increased, they were more efficient and kept their finance team lean.
2. Dramatically Reduce AP Issues and Duplicate Processes: Handling the AP process for multiple entities was challenging, particularly when various entities used the same vendor. With Sage Intacct, Southern Crown Partners can not only view a vendor's activity across all entities at the push of a few buttons but also remit payments for invoices on a single remittance to include all entities and automatically record intercompany transactions at the same time without worrying about multiple intercompany reconciliation postings or errors. The volume of AP processing and reconciliation that can now be handled seamlessly by one team member for all entities is impressive.
3. Improved Customer Experience Through Value-Added Reporting: Sage Intacct allowed Southern Crown Partners to offer customers more detailed and value-added reporting, including consolidated information across all SCP entities. This reporting enabled Southern Crown Partners to deliver insights that helped their clients better understand their financial performance, ultimately improving the customer experience.

Efficiency Boost and Company-Wide Reporting

One of the most significant benefits Southern Crown Partners experienced was a dramatic improvement in efficiency across the board. Ron Mackunis highlighted this by saying, "Over the past two months, we've improved efficiency by 30%. The switch from Sage 100 to [Sage] Intacct, moving away from silos and using [Sage] Intacct for reporting, has significantly contributed. We now achieve company-wide reporting in seconds."

This shift from a fragmented reporting structure to a unified system allowed Southern Crown Partners to operate more cohesively. It fostered a sense of unity and teamwork between departments, ensured that decision-makers had real-time access to accurate data, and promoted collaboration.

Southern Crown Partners' transition from Sage 100 to Sage Intacct, facilitated by Blytheco, helped them address critical operational challenges, allowing them to maintain lean operations while achieving impressive growth. The move to Sage Intacct improved efficiency, boosted customer satisfaction through enhanced reporting capabilities, and provided the necessary visibility to make faster, more informed decisions. For companies looking to scale without sacrificing performance, the Southern Crown Partners success story is a strong case for adopting Sage Intacct.