Updated · Originally published
For CFOs and controllers, the prospect of switching Sage Intacct partners can be daunting. Yet, for many organizations, this decision has transformed financial operations, unlocked new efficiencies, and delivered measurable business value. In this article, we share detailed case studies, direct insights from finance leaders, and step-by-step accounts of what happens when you make the move.
Need Sage Intacct Help -- Why Companies Switch
Let's first talk about why companies switch partners.
Companies switch Sage Intacct Value-Added Reseller (VAR) partners due to inefficiencies in manual processes, scalability limitations, integration challenges, and inadequate advanced reporting capabilities. Outdated workflows and slow response times from existing partners often hinder operational efficiency, while limited system scalability fails to support growing business needs, such as multi-entity management or global expansion.
Poor integration support for tools like CRM, payroll, or budgeting creates data silos and errors, disrupting seamless operations. Additionally, insufficient expertise in leveraging Sage Intacct’s advanced analytics and reporting tools leaves companies without actionable insights, prompting them to seek a more responsive, strategic VAR partner like the to optimize their ERP investment.
Success Stories: Step-by-Step Transitions
Kansas Paving -- From Frustration to Transformation
Kansas Paving’s initial Sage Intacct implementation was fraught with data migration issues, poor integration, and lackluster support. After switching to a new partner, the company saw rapid improvements. The new team addressed integration challenges, cleaned up data, and provided the ongoing support Kansas Paving needed to succeed. Owner Larry Hacker called the switch “one of the best things I ever did,” highlighting the importance of a responsive, expert partner
The Challenge:
Kansas Paving’s initial Sage Intacct rollout was plagued by bad data migration, significant delays, and a lack of post-launch support. “It was a nightmare,” says owner Larry Hacker. “We were left with inaccurate data and a system no one wanted to use. We struggled to integrate Sage Intacct with our key business systems. And when issues came up, our previous partner was slow to respond.”
The Solution:
Kansas Paving switched to a new Sage Intacct partner, who took a hands-on approach. The new team began with a thorough assessment, mapping out all workflows and identifying critical pain points. They cleaned up the data, re-configured the system to fit Kansas Paving’s unique processes, and provided comprehensive training for the staff.
The Result:
Within a few months, Kansas Paving saw rapid improvements. “It’s one of the best things I ever did,” says Hacker. “Our data is accurate, our processes are streamlined, and we’re finally getting the value we expected from Sage Intacct.”
Step-by-Step Transition:
- Assessment: The new partner conducted a detailed review of the existing setup, identifying gaps and inefficiencies.
- Data Cleanup: They worked closely with Kansas Paving’s team to correct errors and ensure data integrity.
- System Reconfiguration: The partner tailored Sage Intacct to match the company’s specific workflows and reporting needs.
- Training: Comprehensive training sessions empowered staff to use the system confidently.
- Ongoing Support: The partner provided ongoing support, ensuring a smooth transition and continuous improvement.
Goodwill Industries of Middle Tennessee -- A Smooth Restart
initially struggled with an outdated financial system that couldn’t keep up with its growth and multi-entity operations. After switching to Sage Intacct and partnering with a new implementation expert, Goodwill achieved faster financial closes, better reporting, and digitized purchasing. The CFO called it “one of the smoothest implementations we’ve ever gone through,” highlighting how the new system supported their complex, growing needs.
The Challenge:
Goodwill Industries of Middle Tennessee struggled with a problematic Sage Intacct implementation. “Our previous system just couldn’t handle the volume of transactions we were processing,” explains the controller of Goodwill Industries of Middle Tennessee. “We had outdated financial systems and a rollout that just wasn’t working. We needed a fresh start.”
The Solution:
Goodwill switched to a new, experienced Sage Intacct partner. The new team restarted key parts of the project, cleaned up data, and introduced new workflows. They also provided hands-on training and ongoing support.
The Result:
“It was one of the smoothest implementations we’ve ever gone through,” says the CFO. “We now have faster financial closes, better reporting, and digitized purchasing. Our team is more productive and confident in using the system.”
Step-by-Step Transition:
- Project Restart: The new partner reviewed the existing setup and restarted critical implementation phases.
- Data Migration: They cleaned and migrated data, ensuring accuracy and consistency.
- Workflow Redesign: The partner redesigned workflows to match Goodwill’s unique needs.
- Training and Change Management: Staff received comprehensive training and ongoing support.
- Post-Launch Support: The partner remained engaged, addressing issues and optimizing the system as needed.
RLS Logistics -- Seamless Transition, Enhanced Productivity
RLS Logistics faced challenges with its initial Sage Intacct rollout but found success after switching to a new partner. The new system provided intuitive dashboards and real-time analytics, allowing the team to monitor financial performance and make faster decisions. The controller praised the new partnership, saying the support and expertise “surpassed all expectations” and set the business on a positive trajectory.
The Challenge:
RLS Logistics faced challenges with their initial Sage Intacct rollout. “We were frustrated with the lack of support and the difficulty integrating with our other systems,” says the controller.
The Solution:
RLS Logistics switched and the new team focused on seamless integration, intuitive design, and robust support.
The Result:
“The support and expertise surpassed all expectations,” says the controller. “The transition was seamless, and we saw enhanced productivity right away. The intuitive design made it easy for our team to adopt, and integration with our other tools was a breeze.”
Step-by-Step Transition:
- Integration Planning: The new partner mapped out all required integrations with CRM, inventory, and other systems.
- System Configuration: They configured Sage Intacct to fit RLS Logistics’ workflows and reporting needs.
- Training: Staff received hands-on training and documentation.
- Go-Live Support: The partner provided on-site and remote support during the go-live period.
- Ongoing Optimization: Regular check-ins ensured the system continued to meet evolving business needs.
Local Yocal Farms -- Rapid Growth Demands Change
Local Yocal, a rapidly growing farm-to-market business, found itself overwhelmed by manual financial processes as it expanded. Their finance team spent countless hours reconciling spreadsheets and correcting errors, especially around month-end. After switching to Sage Intacct with the right partner, Local Yocal automated invoice processing and streamlined its financial workflows, cutting monthly close times by 50% and gaining real-time visibility into its finances.
The Challenge:
Like many companies, Local Yocal started their journey frustrated by manual workarounds and inefficient processes. “We were drowning in spreadsheets and manual entries,” says the CFO of Local Yocal Farm to Market. “Every month-end close was a scramble, and errors were inevitable. We couldn't continue at that pace. We needed a system that could automate and streamline our workflows.”
The Solution:
Local Yocal switched to Sage Intacct with the right partner, who streamlined invoice processing, automated workflows, and provided real-time insights.
The Result:
“We cut our monthly close time by 50% and gained real-time visibility into our finances,” says the CFO. “Our finance operation is now supporting further business growth.”
Step-by-Step Transition:
- Process Review: The new partner conducted a thorough review of existing processes and pain points.
- Workflow Automation: They automated invoice processing and other repetitive tasks.
- System Integration: Sage Intacct was integrated with other business tools for seamless data flow.
- Training: The finance team received targeted training and ongoing support.
- Continuous Improvement: The partner worked with Local Yocal to optimize the system as the business evolved.
Conclusion: Making the Move with Confidence
For CFOs and controllers, the decision to switch Sage Intacct partners is a strategic one. The experiences of Kansas Paving, Goodwill Industries of Middle Tennessee, RLS Logistics, and Local Yocal demonstrate that with the right partner, even the most troubled implementations can be turned around.
By focusing on proper planning, user empowerment, and ongoing support, you can maximize the ROI of your Sage Intacct investment and ensure your team is confident, productive, and ready for whatever comes next. Don’t let a poor implementation hold your business back—our can rescue your Sage Intacct experience. As an initial step, please email or call Stacey Campbell, Director at [email protected] or 1-888-257-3577 x 210.