Case Study

Digging into data to deliver better services

Digging into data to deliver better services

Pages 4 Pages

The American Marketing Association replaced Microsoft Dynamics Great Plains with Sage Intacct to modernize its cloud-based tech stack and improve member service delivery. With real-time dashboards and integrated Salesforce data, managers access budget vs. actuals instantly, enabling better event decisions and eliminating unprofitable programs. Automated journal entries and reduced Excel manipulation save 5–10 hours monthly, while productivity increased 25 percent. The fully integrated cloud environment lowers long-term costs and frees resources to expand high-impact member programs.

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