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Aegis Project Controls lays firm foundations with Sage Intacct

Construction consulting firm boosts budget reporting frequency and gains incisive business insights with Sage financial management software

Lack of visibility and insights as company grew

As Aegis grew, reliance on Excel budgeting meant labor-intensive manual work and inflexibility in creating and adapting models. An inadvertent error could break formulas across multiple 20-tab spreadsheets, while budget vs. actuals reporting was so time-consuming that it was done just once a quarter. Reporting also lacked the in-depth insights the growing firm needed.

The biggest challenge was that [our] data was all over the place, and never really connected the right way.

Kyle MacDonald
Director of Finance and Operations

Big time savings doing budget versus actual reporting

Using the Sage Intacct dashboards, profit center budget managers now have access to timely and accurate data, improving collaboration across the company and supporting data-driven business decisions. What’s more, Aegis has increased the frequency of budget vs. actuals reporting from quarterly to monthly and only takes 30 minutes each month instead of four or five days a quarter.

With Sage Intacct, we can take our reporting beyond just a high-level rollup and see how each profit center is performing vs. budget; we couldn’t do that accurately before.

Kyle MacDonald
Director of Finance and Operations

Huge turning point switching to Sage Intacct

The addition of Sage Intacct Planning enhances the value of Aegis’s Sage Intacct accounting platform, with the systems working in tandem to deliver groundbreaking efficiency and visibility. MacDonald estimates overall accounting efficiency has risen 5x, while the company has instituted much more robust monthly close and reporting processes.

I’m putting out 30 additional reports a month with Sage Intacct that I never could have run out of the old system. The move has been a huge turning point for us.

Kyle MacDonald
Director of Finance and Operations

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