Meridian联系了它的咨询公司, RSM us LLP, and contacted similar nonprofits for advice and recommendations on selecting its next-generation financial management application. “圣人Intacct kept coming up as the ‘gold standard’ for the nonprofit industry,弗曼说. “So, 我们也考虑过其他的申请, 我们最终认为《vwin娱乐场官方》最适合《vwin娱乐场官方》.”
月末收盘时间缩短了几天
可配置AP审批工作流，加快处理时间
预算和计划的改进促进了协作
Meridian International Center has been driving positive world change for over six decades. The organization brings global leaders together to collaborate and develop solutions to the complex challenges facing their communities and countries. 当这些领导人回国实施变革时, 这种影响可以在一系列问题上看到, 包括赋予妇女和女童权力, 商业与贸易, 人权和公民权, 还有能源和环境. Helping Meridian’s finance team make the changes that support and amplify its mission are RSM and 圣人Intacct.
在正确的时间做出正确的改变
而Meridian是一个拥抱变化的组织, 它的后台能力多年来基本保持不变. “现在是我们跨入21世纪的时候了,特蕾莎·弗曼说, Meridian的首席财务官.
The organization had long relied on an out-of-date version of 微软 Dynamics SL for its financial management processes. “我们知道对该产品的支持即将结束，我们需要升级, and then the pandemic hit and the application’s deficiencies were really brought into focus,弗曼回忆道. “我们需要一个现代化的, cloud-based solution that could streamline our manual workflows and allow our team to work from anywhere.”
Meridian联系了它的咨询公司, RSM us LLP, and contacted similar nonprofits for advice and recommendations on selecting its next-generation financial management application. “圣人Intacct kept coming up as the ‘gold standard’ for the nonprofit industry,弗曼说. “So, 我们也考虑过其他的申请, 我们最终认为《vwin娱乐场官方》最适合《vwin娱乐场官方》.”
尺寸简化了复杂的账目表
RSM advised Meridian to use the opportunity to redesign its chart of accounts. 以前, the organization had an enormous number of general ledger accounts to support various departments, 项目及基金. The dimensional general ledger in 圣人Intacct allows Meridian to keep it simple. “我们现在只需要设置主账户代码，”弗曼说. “当我们增加一个新项目或基金时, 例如, 我们不需要添加一系列新的硬编码片段组合.”
除了简化会计科目表, the dimension capability speeds and improves Meridian’s financial reporting tasks by allowing staff to easily select the specific 项目 or funds they wish to include. 福尔曼指出:“这对我们的项目经理来说非常重要. “他们不仅可以快速获得所需的信息, 但这些报告也允许他们深入挖掘更多细节.”
月末收盘天数缩短
Meridian’s month-end closing process was previously a source of frustration for the accounting team. “这完全是手动的，”弗曼解释说. “From manual allocations and tedious AP processes to time spent chasing paper to research transactions—it was time-consuming, 效率低下，令人沮丧.”
如今，月末看起来大不相同. Meridian uses the Dynamic Allocations feature in 圣人Intacct to speed and simplify monthly allocations. It eliminates the need for spreadsheets by allowing the organization to allocate indirect costs, 收入的贡献, 以及各基金的资产和负债数额, 项目, 部门和其他关键层面的运作. 弗曼说:“动态分配每月为我们节省4到5个小时. “总的来说，我们每月的关闭时间缩短了几天. That’s time we now use to review and analyze data rather than just moving data around.”
应付款项和费用处理简化
RSM还将Meridian引入了一个集成系统, third-party accounts payable automation application that eliminates the need to enter and route payable invoices manually. 而不是, staff now attaches electronic notes and supporting documents to individual transactions to provide context. 已定义的审批工作流可防止发布错误, 因为某些类型的费用在某些基金下是不允许的. “We often referred to our payables approval process as a black hole,弗曼说. “现在我们对整个过程有了全面的了解, and we can respond faster and get needed parts and equipment in our employees’ hands more quickly.”
The organization also expects to dramatically speed and streamline employee expense reimbursement by integrating a best-in-class expense management application. “There’s a whole marketplace of integrated applications available for 圣人Intacct,” Furman notes. “These types of efficiencies weren’t available to us before, and they are transformational.”
另一个vwin娱乐场官方新增项目, a cloud-based asset management application that tightly integrates with 圣人Intacct, 很快证明了它的价值. “我们发现了埋藏在地下深处的一项资产,没有正确折旧的2000行电子表格,弗曼说. “Mistakes in depreciation calculations can be costly—moving it to a purpose-built application gives us confidence in our accuracy.”
快速获取决策数据
过时的信息会减慢非营利组织的决策过程. 通过它的实时报告功能, 圣人Intacct为Meridian提供了快速访问决策数据的功能. “The implementation has improved the timeliness of our financial and project reporting, and we’re reducing the risk of errors by eliminating so many of the manual touch points,弗曼说。.
The reporting and data-sharing improvements extend to the organization’s budgeting and forecasting workflows. 例如, RSM帮助Meridian实施了工作日适应性规划, a powerful enterprise planning tool that connects directly with 圣人Intacct. “Now, each department can enter their budget data directly into the application,” explains Furman. “It gives us the ability to perform bottom-up budgeting, something we weren’t able to do before. Plus, it allows us to easily collaborate on budgets and report on grant data.”
Audit preparation previously meant staff had to locate hundreds of paper documents for each of Meridian’s four major program categories. 然后，在审计之后，每个页面都必须重新归档. “现在这些信息都存储在圣人Intacct中，”弗曼说. “We print the reports to PDF and share them electronically with the auditors. 简单、干净、专业.”
关注价值
Furman says the overarching win for Meridian following their move to 圣人Intacct is the replacement of paper-based, 带有自动工作流的手动流程. “我们现在专注于增值工作，而不是忙碌的工作. 办公室甚至看起来都不一样了。. “文件和文件柜都不见了.”
总的来说，我们每月的收盘时间缩短了几天. That’s time we now use to review and analyze data rather than just moving data around.
Theresa Furman, Meridian国际中心首席财务官
RSM和完整圣人如何提供帮助
