The W.E. Upjohn Institute modernized its financial operations by replacing its outdated fund accounting software with Sage Intacct, enabling remote access, stronger controls, and streamlined workflows. Dimensions simplified a complex chart of accounts, while smart rules and events improved accuracy and oversight. Paperless processes, automated reporting, and integrated project management enhanced collaboration and audit efficiency. Staff now access real-time dashboards to make proactive decisions, contributing to perfect scores in employee satisfaction and elevating the finance team’s strategic impact.

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