A global literacy nonprofit operating across 16 countries with 25 entities had outgrown their legacy Epicor system. A bloated chart of accounts (56,000 accounts), inconsistent reporting across 19 currencies, and manual reconciliations consumed finance capacity that should have been focused on mission impact.
Replaced outdated Epicor system with Sage Intacct
Integrated Salesforce and Adaptive Insights
Consolidated chart of accounts from 56,000 to 100 across 25 entities
Standardized reporting across 16 countries and 19 currencies
Automated reconciliations to free capacity for mission-focused analysis
| Metric | Before | After |
|---|---|---|
| Chart of accounts | 56,000 accounts | 100 accounts |
| ROI | – | 402% with 4-month payback |
| Productivity (global finance) | Baseline | +25-30% improvement |
| Revenue increase | – | +15% |
| Annual labor savings | – | ~$300,000 (3 FTE equivalent) |
