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W.E. Upjohn Institute - United States

W.E. Upjohn Institute upskills its financial management with Sage Intacct

Private, nonprofit research organization overhauls manual time-consuming workflows with smart efficient processes thanks to Sage Intacct

Institutional growth needed the right accounting solution

The W.E. Upjohn Institute for Employment Research wanted its finance team to play a more strategic role in the organization’s future, and to do that, it needed to replace its 20-year-old server-based finance system – Abila MIP – with a modern, cloud-based solution.

Sage Intacct has a professional, consistent user interface, and is the only solution to be endorsed by the AICPA, which impressed us and gave our auditor’s confidence.

Kathy Breyfogle
CFO, W.E. Upjohn Institute

A new dimension to data analysis

The W.E. Upjohn Institute is making strategic use of the dimensions feature in Sage Intacct and says it has completely revamped its chart of accounts, no longer having to spend time creating a set of accounts for each location, fund, and department. It has also set up smart rules in the software that restrict the use of certain project, fund, or account codes in specific circumstances.

My staff spend less time double and triple checking their work because we’re all confident that Sage Intacct is checking for us.

Kathy Breyfogle
CFO, W.E. Upjohn Institute

Cloud technology elevates operation

Since making the switch to Sage Intacct, the Institute has seen improvements across all its processes and workflows. Kathy says the workarounds and manual tasks are gone, replaced with automated workflows and quick access to decision-making data.

Our teams are better able to share data and overall, we can react quicker and spend more time on activities that help grow the organization’s impact and reach.

Kathy Breyfogle
CFO, W.E. Upjohn Institute