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Case Study: Not-For-Profit Switches from Microsoft Dynamics SL to Intacct

Case Study: Not-For-Profit Switches from Microsoft Dynamics SL to Intacct

Switching From Microsoft Dynamics SL to Intacct Case StudyEstablished in 1967, the Association for Healthcare Philanthropy is an international, not-for-profit professional organization dedicated to developing the men and women who encourage charity in North America’s health care organizations. In addition to serving as their members’ source for education, networking opportunities, and research on health care fundraising, AHP advocates on behalf of nonprofit hospitals and monitors legislative and regulatory issues.

Key Client Challenges and Requirements

AHP was using Microsoft Dynamics SL to maintain their accounting books and Microsoft FRx for financial reporting—and several workarounds had been put in place to help get the data from point A to point B. Key challenges included:

  • Limited client resources available for implementation
  • Extracting data from Microsoft Dynamics SL for Intacct

We needed a more user-friendly solution,” says Lynn Murphy, AHP’s Chief Financial Officer and sole user of the tools. “It didn’t make sense to have large, cumbersome accounting software,” she continues. “It was much more than we needed and we didn’t want to pay for all of that.”

Key Requirements:

  • Fulfill the need for a cost-effective financial management system
  • Manage multiple business entities and currencies more effectively
  • Streamline the accounting and financial management processes in the cloud

Solution

Brittenford implemented Intacct core modules for AHP, leveraging the Intacct QuickStart Financial Non-profit template that includes pre-built and customizable dashboards, reports, and analytics.

Key Outcomes – Client Perspective

Brittenford was already our SL support and had always been very helpful,” says Murphy. “They made our transition to Intacct easy. We had a weekly meeting that kept us on target,” she says. “Our timeline was very smooth and went according to plan.”

Once our data was in the new system, Brittenford showed me how to get out what I needed,” Murphy says. And since Intacct’s upgrades are incremental and seamless, they are not a huge disruption or expense—and it’s easy for Murphy to make necessary adjustments to the way she does processing.

  • Easily consolidate the financials of separate entities with multiple currencies
  • Use of Intacct smart import templates made data loading easy and efficient
  • Eliminate software maintenance and upgrade costs

Intacct’s product is generally intuitive,” she explains, “but Brittenford walked me through anything that wasn’t clear so I’m able to make changes on my own. Those old workarounds are not necessary anymore, and,” Murphy adds, “the solution has been easy to use. I’m enjoying it!

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