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Sage Intacct: The Winning General Ledger for Nonprofit Organizations

The core of the Sage Intacct solution is its dimensional chart of accounts.

In this video, we show you the Intacct system while focusing on these areas:

  • How you can easily track, manage, and analyze key data such as funds, grants, budgets, etc
  • Go beyond dollars and cents by having access to KPI’s and other metrics in order to tell the deeper story of your organization
  • Create and customize dashboards and reports with real-time data for stakeholders
  • Eliminate manual data entry, risk, and Excel spreadsheets

Interested in learning more about how Sage Intacct can optimize your organization's financial management?

Megan Mendiola: Hello everyone and welcome to JMT consulting's webinar today over Sage Intacct.

It looks like we do still have some people getting logged on here so we'll give everyone just another minute or so to get on and get set and then we will get started so hang on tight with us for just another minute or so and we will be right back.

Alright. Hello, again, everyone. It looks like most people have been able to log on here. So we'll go ahead and get started.

Welcome to JMT consulting's webinar today over sage intacct. The winning general ledger for nonprofits.

Just a couple housekeeping notes. I wanted to share, share here before we begin, if you have any questions during the webinar today. You can submit those into the Q AMP a section on your control panel.

Will go ahead and save all of those questions until the end of the webinar, but please don't hesitate to submit them as you think of them.

Also, just a reminder we will send you the slides and recording from today's webinar within 24 hours after it has concluded.

Today we're really excited to have our sales engineer Mark gray shirt here to lead us in a demo of sage intact.

But before we get into the demo, I thought it would be helpful to share with you just a little bit about who we are at j AMP t and why we do what we do. So I have a slideshow here, I'm just going to run through some slides with you before we get into the demo.

Perfect. So actually, empty your mission is our business. And what does that mean our entire business is making sure your nonprofit achieve better outcomes through the technology and services that we provide.

So we work exclusively with nonprofits and how. So since we were founded, we really consider ourselves experts in the nonprofit space and can offer you personalized service or partnering with huge cutting edge technology companies that we do.

So because we exclusively serve the nonprofit space. It's important to note that we were founded by a team of people who are dedicated to serving nonprofits, day in and day out. And I do want to tell you specifically some more about us. Our founder

Jackie M Tiso is our founder and current CEO of JMP hence where our names J AMP T comes from. She served as CFO and comptroller for numerous nonprofits in the New York area.

She was responsible for leading to several new implementations in these organizations and was, let's just say a little less than pleased with how confusing the implementation process was for those

So she founded JMT in 1991 with the perfect purpose of helping nonprofits achieve better outcomes and implementation than what she received

So here's just a map of our current client base. Now we have expand. We have expensive reach with clients all across the country and three primary offices.

Scattered throughout the US in Austin in Nashville and in New York last year, we also acquired a business in Melbourne, Australia, so we do business internationally. Now, as well, which is really exciting.

So this is just a snapshot of a few of our current clients, it's nowhere near all of them. As I mentioned before, we have about 2000 clients over 2000 clients GMT now so you can see research and all different nonprofit verticals, including SQL cheese community centers and foundation

Here, just some more of our clients for you to see. Definitely nowhere near all of them, but it's always nice to see just a few of the clients that we serve.

And these missions are just so important. And there's maybe one or two on here that you recognize. So I would like to just show a couple of our amazing clients.

So of course we can tell you how great we are all day long but we really think it matters most when we hear from our current clients.

So this is one of our clients Anthony Herrera from education alliance had to say about us.

He really appreciated. How we at JM T were able to identify their unique needs as an organization during their decision and implementation process, which is what we strive to do for each of our clients.

So one thing that's really important to know about us as GMT, is that we are not a software publisher. We're an independent consulting firm.

Software publishers. Their only focus is selling you what they have and what they make

Over the 30 years that we've been in business, we've represented a number of products that we don't today because it's our job to curate the best of the best.

We're constantly evaluating which products are innovating and leading in the marketplace. And those are the products that we recommend to our clients.

For a little bit. So just like you read that the products in the marketplace and choose what we work with and what we don't work with

This allows us to evaluate which solution from a pool of best in class options is going to going to be the perfect fit for your nonprofit and for your long term organizational goals.

You'll get the best recommendations and solution possible and like a software publisher who is bound to selling you the soul product that they represent.

Here are the areas where we add JM T support nonprofits, you'll see on this chart, there's areas like AP automation.

Nonprofit financial reporting grant management budget management, pretty much all areas of the financial back office for able to support you on at GMT. And here's a snapshot of our partners that fit in those different parts

Of the of the back office. So you'll see we have multiple partners for a RP solutions multiple options for AP automation, we realize that every nonprofit is different and what works for one might not work for the other

So we really put in the time to determine which product will function best for each organization. We work with. Today we're going to focus on sage intact, which mark will show us here in a second.

Lastly, before I turn it over to Mark, I just wanted to say that in 2020 we believe there's really no excuse for working without data technology.

And I think that's really shown itself to be evident in light of these COVID times

You know, many nonprofits have been forced to switch to remote work and have realized that our current on premise software just won't cut it anymore.

And so with that I'm going to go ahead and turn it over to Mark to show us some features of sage intact, which is true. A true cloud system and the leader in accounting solutions in the nonprofit space.

Really think you're going to love the features that sage intact has to offer. And so with that, Mark. I'll go ahead and stop sharing my screen here so you can take over and I'll turn it over to you to get us started.

Mark Braisher: Very good, thank you.

Thank you for each of you chose to be with this day. We know your time is busy and so will will work real hard not to to waste it as Megan was mentioning, there's some things to understand about, first of all, J empty and the fact that

We are here on on your side to do what is best for your nonprofit working exclusively with nonprofits. We have the expertise to do that. We also have the ability to focus in that

Whether it be for financial planning Human Resources payroll were intact is going to work with you. And so one of the things that you need to understand about a best in class.

Financial cloud accounting software is the ability to do that. We understand that you bring various software to the table.

And it may be that you have something in this specific area. Maybe it's time and expense tracking. Maybe it's payroll.

Whatever area is you may have something that you are just really attached to it works well for you. And so what intact has done is set itself up to be able to, we like to say play well with others and whether it's a an integration with an API or whether it is an export, import

We are confident that intact will be able to work with you so we can do and if you bring something to the table, we can work with that or we can refer you to a significant

Number of additional software one thing you're going to see today is the automated processes. It is our goal in in developing and working with our clients that they are

Doing as little if anything outside the software, all of us who have worked as CFO or controllers in organizations have spent too many hours.

Exporting data from a software that was supposed to do certain things for us into Excel and Excel is a wonderful software and then manipulating the data there. Our goal is to

To eliminate that as much as possible. And so that the the actual work is done in the software itself and then reports are presented dashboards are presented, etc. And that allows you, who are the experts.

Who don't do not want to spend your time doing Excel, but instead want to spend your time analyzing the data you can spend your time on doing that. That brings a greater

Return to you and to your organization. Finally, the issue of visibility and as you can see, I've got a dashboard in front of the room and go into more detail on it, but the ability to to see

What is going on and only see what's going on, but to see it in real time. There's not a set time that the system has to catch up the system has to update that sort of thing. It is. It is. Here it is real time. If someone makes a change in the system. If the AP

Staff member makes it makes a change, it shows up immediately on reports and so you're able then to spend your time in doing analysis of what is going on. So let's jump into the software.

And look at what we have. This is the dashboard and this is probably where you you you will begin your day.

Each day with intact and I will come back to that more in a moment. Let me go back to what intact calls or home screen. So I want to point out a few things in the fact that intact is in the cloud.

Allows them to make releases regularly to get the best solution to you. And so one thing intact does is that it has releases four times a year. Now some would would on initial look with with think that

That a release is sometimes a scary thing. And then, and no doubt it is but but as you see here the releases intact does a wonderful job.

Of preparing you for the releases ahead of time and then to then providing whatever documentation and tutorials you need for the release most releases as you would assume are done.

Are mainly small tweaks that that need to be done but but the fact is occasionally. There are there are large ones when the larger updates. Come, come along. There's plenty of notice on on preparing for those. And in fact,

Couple years ago, two or three years ago there was a significant release and intact gave several months of notice ahead of time.

So you can prepare for it. And then for several months. Thereafter, you're able to work out of one user interface the newer user interface or the older one and so they gave plenty of time. Plenty of tutorials

To to do the job. So they are, they're very good at making sure you know what's going on in addition on this homepage to the releases the modules are listed here.

In addition to the modules. We also have resources that are available. The least is which is not. It is the Learning Center, the Learning Center is very important allows you to dig in.

In addition to the training that we're going to give you. It allows you to learn additional things that you have questions that pop up.

And I'll show you other helps along the way as we go. So let's jump in here are the modules.

My demo will have may have more modules than yours will have on it. But the fact is is whatever modules you you have you have turned on.

Are going to be available to you there, and they will be configured for you. In addition to having the modules here. You can also order those in whatever sort those however you want to do whatever makes sense to you and whatever is most convenient for you.

So let's go back to the dashboard.

As you see the dashboard here. One of the things that you see right at the top is that intact is a multi entity software.

Many of our clients do not need multi entity, but we always for the most part, install that so that they can use them and so intact will grow with you. So as you add additional entities to your organization you expand

Intact has the ability to expand with you, you go further in the the dashboard and one thing you'll see here on this particular one is you'll see that there's a dashboard here for a CEO, there's a dashboard here for CFO.

So dashboards are not, there's not just one dashboard for everybody in your organization.

But you can customize the dashboards for each individual each each role each position, however you want to do that each person can can customize their own dashboard and allow them to see the information that they want to see.

Let's look at the components of the dashboard across the top on this particular dashboard, we have what we call performance cards and the performance cards, give us

Bits of information that helps us their KPIs. They help us keep our, our fingers on the pulse of what's going on with your organization.

One thing about intact is is that it has the ability to not only monitor and and and handle financial information, but it also handle statistical information. So as you can see right here in this first performance box.

We've brought in some statistics. This particular organization has volunteers and the volunteer, we wonder how many volunteers per hour for each volunteer and there's a 3.36 which is this month, which was up from the previous month.

You can also look at the next one here. And what this one has done.

This is cost per student for this particular event and the cost per student is mixing statistical data. So the number of students with the actual costs and so you're able to mix those two different pieces of data statistical and financial into one performance car. The rest of these are all financial but you're able to keep your put your finger on the pulse of those things. Let me back up just a moment and look at the filter in the filter here, we have a number of filters, one of which being the date for this demo, I have set this set for November 30 2018

But the standard of the default for that would be today since I'm working with a demo, I don't have up to date information. So that's what I had it set up, but you can change that and you can back it up if you need to.

Addition to that next to the date is the department is the dimensions.

Intacct works with what we call what they call dimensions. And so your dimensions makes up your full Chart of Accounts, and so it includes your, your GL codes. But in addition to your geo code, you can see here, it's got departments and funds, but it also can be

Projects or grants or sites or even employees and vendors or donors, however you want to use those.

Dimensions. There are 10 dimensions that come with intact. In addition to that, and those can be customized the terminology can be changed how they're set up, it can be changed and customized to you. In addition to that,

There are two user-defined dimensions that come out of the box and you can purchase additional ones if you needed a very seldom found anybody that really needs additional ones. Beyond that, but they are available if they need them.

So you have all that ability to filter the information. And so I'm going to make a change here on this particular one, and show you what that does. So you see the information that we have here. If we were to instead take this and change it and say, well, we just want to look at one grant and how that is performing all the information on the screen then filters down to just that one grant

So the information is going to be completely blank, but other information will have. And so you can see that all the information change to just that one grant

And you can do that with multiple I was in a demo earlier today. And the question was asked the can you do multiple yes you can do multiple filters, just like you would only in a report.

And in just at a dashboard and a quick look, you can see your information.

=Other components.

That are in the dashboard.

There's a performance cards. There are also graphs that you can use.

That you can make all this is customizable whatever graphs that you create within the system and then reports are also a part of it. One other piece of information. It's always a value to people that it's in the CEO dashboard.

As well, they just call a record and for example in this accounts receiving aging. You can see the record and it's just, it's just a record as of today. What's the information that I'm looking at here and so

The dashboard is very customizable. It is the thing that really allows you to keep your finger on the pulse of what's going on in your organization.

So let's look at one of these reports. Here is a 990 Statement of Functional Expenses, all of us who have worked with auditors and

The audits and the the requirements for our 990s have dealt with these areas. The programs, the management and general and the fundraising. And so this report was created just for that. And so that you could see the information that you need for that. And so you can see this as your ending

Anywhere in a report that there is there is the blue information. The blue data, you can drill down on that. So for example, in this one you can drill down this particular number

And when you drill down

Drill down again and you find yourself to the specific journal entry where that data was captured

In addition to the actual

Journal Entry. There is also in this particular one, there's an attachment

In a bit if we have time, I'll show you what the attachment is right there in that attachment stays with it. So if I'm looking into this. I'm wondering what that line item is and what makes it up and I drill down into this particular journal entry.

I can go right to the documentation for it. Another thing that is optional and available to you is at various points in the program.

In different screens, you're going to find this box here. And what this box is is what they call the collaborator and the collaborator.

Move my red box here, the collaborator is basically a chat feature, but it's a chat feature that is that is very, very convenient.

You may be on Slack or other chat features that you use, and we use those as well. But within intact. If I have a question. And let's say I am the the controller. And I have a question as to how something should be coded. I can go right to The collaborator.

And I can Send a message directly to an individual that within the system that can help me with that I send the message to them will go through that. So I won't play both ends of that today.

But I send the message to them and my message stays right here with this, with this particular screen of information I can close it going about my business and and later on.

When they answer that question. It'll pop up here for me.

And it will give the response back to me. And if I were to click on that this will be a different piece of information. But if I click on that.

It's going to open up into the, the actual journal entry and you can see the dialogue for that in addition to that you can link to that if you want to put a link on that or if you want to create a a attach a file to it. So this information.

All of us at one point or another, have made decisions, hey, we want to do this or we want to do that, what is our decision on this with the

Collaborator you're able to know what your decision was why you did it, whatever information that you have collected there and you held on to. And so it's it's a great tool. So you can see the drill down feature within The reports. You can also see collaboration on that you can see the attachments. Let me jump to the report module itself.

And spend some time in the report center.

The system comes with about 27 different reports, you're not limited to those reports.

At all. In fact, I will show you how you're going to can customize those, but those 27 reports kind of give you the

The, the broad spectrum of different reports that you will need. And then from there you can duplicate those and and build upon those edit those and create what you need for your particular organization. So let's go into this one particular report.

Show you what it looks like here.

And it's a simple revenues and expenditures statement.

You see the various things when I mentioned already about the ability to drill down on this report, you can drill down as well. In addition, you can do expansion and collapse of the various fields.

The account groups that are set up.

And then go into each one of them as you would like. So flexibility right there within that. But let's see how difficult. And one of the questions that always comes up and all of us who have used different software have have wrestled with report writers

But intact has done a good job of tweaking there's and I wouldn't say it's perfected, I'm sure, but they've done a great job.

Of developing the report writer to making it robust at the same time, flexible for you to use. And once the you have received training and spent some time in it.

We find their clients do not need anybody else to help them with that. So we saw the report.

Is basically two columns, you have the accounts and you have the, the actual data. And so that's what you have in this particular report writer you got column one, which is your accounts column to which is your actual data and so on this.

revenue and expense your line. One of the things that we'd all like to do when we see revenues and expenditures and is to take it out of the vacuum.

And see what its relevance to where you've been in the past. And so you can change that very simply.

With the drop downs and the drop downs are unbelievable number of them in fact they go with the basic ones different quarters, months, years, but then when when you go further down at physical or or calendar, you go further into

Every reporting period, you could go back to that if you would like or forward to that. If you'd like with the budget report and list those that will just do prior year for right now.

Boom, you got 2014 you've got you have 2013 so let's go a bit further. And so, Mark, what I'd like to do is know what the difference is between those two which is a typical response. So no need to go into Excel.

Let's go to a computational this

Go to a period difference. I'm sorry. Go to period difference on this on the current year.

And that's built in. You can do computations as well and get and get more creative with it. But they've got a number of them that are built right in that you can pop down and pull down

And so all of a sudden you have you had the multi year or the, the two years, as well as the difference between the two.

I won't go into detail of everything you can do. You can also do a variance on that.

So those things are available to you. Now let's go back and look at this report and so we've got, we have the basic information we have.

The entire company, the entire organization's data for 14 and 13

But let's say we will break that out of bed and maybe we want to expand it.

So let's expand that.

Fire Departments.

For the current year for 2014 now you have each of the department groupings and

And how they how they performed in each item.

And then the total. And again, the 13 and the difference between 13 and 14

So you see all kinds of additional things that we can be done with that the expansion. It's done quickly.

It's done simply the helps the drop downs are very good and give you the information that you need. Let me pull it out something concerning helps while we're on this particular screen and then we'll move on to something else.

I mentioned early on that intact does a very good job with its helps

Documentation so when you pull up the help and support tab here on the top right.

You have help on this page. So if you click on that. It's going to pull up a screen and and and speak specifically to this information to this particular page or you can just do the Help Center.

And hit their search feature and type in whatever you'd like to do. So you have that as a helps in addition to that, not everywhere and not in every field, but in a number of fields. You can see they had the circle with the question mark.

That pops up and gives you information concerning that particular field.

Excuse me.

And so wherever you are in the system, you're going to find the helps. One thing that happens is we have clients that move from one system to the next and maybe you're moving from a system that's less robust to an intact with more robust and and oftentimes

Will have staff that are overwhelmed by by everything that intact can do with these helps, they can figure it out. I was CFO of a private

College for a while and all my staff and we're not necessarily trained in accounting. But what they found when we went in tech

Is it through the training and through the helps they found their way through. And they were able to use it intact has this magical way with these

Several different dimensions GL account, plus the rest of the chart of accounts with the different dimensions. So you have 10 or 12 different categories. There

But it has the way with all that complexity that 10 or 12 categories can bring to your dimensions can bring to you.

Where you can pick and choose which ones you want for whatever transaction to really simplify the software and make it very user friendly.

And by the time you get through. And that's, again, the difference between a software publisher and JM T consulting and that's one of the reasons that I looked at coming to JM t is because I had experienced that as a client of GMT, is that

That there's not someone who just sells you a software in a box and says, There you go. Take off. Good luck. But it is a

Were consulting firm that will help walk you through that train you help you get set up train you and make sure that you're successful in that as Megan mentioned beginning your success is very important to us. And that's a barometer that we measure

Quite often around here. So let's jump to another area.

Let's go to the accounts payable.

As you look here, the module for accounts payable. I'm not going to go into detail in these, but I want to point out the the workflow and approval processes that are available in intact.

As you can see here in the bill section and and this is oftentimes we hear the term invoice.

That they have they have chosen to use bills because in receivables they use the word invoices and so when we're talking intact. We know if it's a bill, it's a payable. If it's an invoice. It is receivable

But you have the ability to set up customize approval processes. In addition to that you have the ability to set up customized approvals for payments.

And so you can have none of those. If you're a small shop and and one person is doing the work. And they're approving as well. That's fine. You can turn those off.

But if you'd like to, if you need the security between different offices, you can set the approvals, the approvals can be based on individuals can be based on dollar amount and so on, so forth and so

When you if we were to go through the process of bills from a bill to the approval if approvals were set up in this once the bill was set up, it would drop into the approval.

Capture and the person that has the supposed to approve that bill would receive an email so they could go in and approve the bill and then you go on through the rest of the process. So let's look at some bills here.

Here's a bill that was that I entered just earlier have set up and ready for us.

And you can see the various things that go into the bill, you have the vendor oftentimes the vendor, you have the option of tying GL to that vendor. And so when you click that vendor for for to create a bill.

To show it an account payable and automatically will pull up the account you can override that. But that saves a lot of mistakes and saves a lot of keystrokes by some of those things. Obviously the information about the

Vendor themself populates bill number that's information from the the

Vendor and it will, however, you need to use it, you can do that, the GL posting date defaults, of course, to today. And then, and you can override that. And then the net, the net 30. The term is set as a result of what we have preset for this vendor. And so as you enter your vendors, you can

Detail and indicate what the terms are with that particular vendor and you and then it automatically populates at the same time.

You can override that. So let's say it's a net 30 but hey this is something they did special for us. We need to get a payment out immediately you can change that to net zero or net 10 or whatever you'd like to do, and all of a sudden, it changes the due date to the to the new term.

Here is the attachment that I mentioned earlier.

And so I showed an attachment on this particular one, you click, you simply just click and drag it in and boom, we have the attachment in there.

As we go down into the spending, we have the the different dimensions and the actual entry itself. The dimensions. This bar can be customized. There's so much about intact that can be customized for you.

It may be that these are the main dimensions that you use when you're doing payables and so therefore this is what you want, but maybe there are additional ones on this particular time that you need to add. And so you can put those in as well.

There's a slot there for allocation and that's by choice. You can put that in not put it in the allocations that comes with the core model, the core system.

Is a flat allocation where it figures based on a preset you you have preset the, the formula for that. So let's say

On this particular deal. We're doing retirement services. And so we want to probably wouldn't do retirement services, but let's say we want to divide that over

Each department. And so there's five departments. So it's going to be divided 20% each way you choose an allocation and it will take care of that for you.

Because in this particular case.

A project is involved or a grant is involved. This particular once the role Health Network, then what you have is

You have this little box here and this little box is something that we we talked about often around GMT. It looks like it's not a whole lot tip, but that

That creates all kinds of good information and workflow for you later on. And so what that does is, in this particular case, we need to on this particular expense. We need Rural Health Network to be invoice.

So we can be reimbursed because they have a word as a grant

Or the invoice because they have forward in many Toes whichever the case may be. And so this billable sets up the process so that

So that that can be done. And so I will, I will go to that in just a few moments and show you how that works. But that is the purpose of that.

Again, you have the collaborator down here at the bottom. So if you have questions about that can be

If there's dialogue that needs to happen within your office or and since it's cloud based if you're if it's when I say within your offices. That means all in one location.

In whatever city USA or that means multiple locations all over the world. Everybody is able to be involved in the collaborator there.

I might mention one more thing concerning this this sheet before I go further and that is, and just, just to drop this in. I mentioned a moment ago, the allocation.

This is the allocation that comes within the module.

There is also available. It's an action. It is an add on, but a dynamic allocation, which does wonderful stuff. And so as I said, the flat allocation that's involved in this particular transaction.

You set the percentage is ahead of time in dynamic allocations, you set up the, the basis for the allocation. And so let's say we're going to divide these benefits over

All of our employees based upon how the salaries are distributed. So during the month of let's say we're in July and we're entering this in July over the month of July.

You can tell dynamic allocations to capture the information from salaries and salaries over the whole month

And then capture your benefits over the month and then using the salaries as your percentages, it can allocate those benefits automatically for you. And so you set it up.

To run automatically or you can you can tell it to generate at different times and then

The way that it's usually done is that is set up to run if you're going to do it monthly. You can do it every day. If you'd like if you're going to do it monthly on the last day of the month.

It captures is at midnight and overnight while you're sleeping, it's setting up the allocation next morning the the Allocation is set.

So that is the bill itself.

Will go ahead and post it there.

The next step on payables

Is to to pay the bills.

You grab a bill.

You click on it. One thing you need to know about intact is intact has the ability to do check credit card or a CH bank files.

And so in this particular case, because I'm not tied to a live bank with a dummy demo, I do not have access to a CH or or a credit card system, but that can be done.

And in this case, we're going to do a check. But you would simply set that up ahead of time. In fact, we're having clients in our day and age of CO, but I would suggest that's a good, pretty good idea

We have clients that are pushing all their vendors to go a CH with them. And so I, I wonder if we can get everybody there. I don't know. But if you can do that, then you save time you say effort you save mistakes the mail, etc, etc.

But you basically pick out the the bill that you want to pay or bills as it may be,

Then you go back in to print your checks.

There's your check

And you print it, it creates a PDF for you to print out on blank check stock or pre printed checks.

And you're ready to go. Come back to it you confirm that it was a good deal.

And that payment is done.

So let me jump in. I'm gonna do one more thing. Megan. And then I'll get out of the way. Let me show one more thing here before we go.

And projects and grants. I mentioned a moment ago made a big deal. The billable so I want to make sure I hit on that for grants. So when you're generating invoices for your grants.

You can Build, you can have the system capture time employee time expenses AP, etc.

And all the checks to do is ask it to generate invoice for that choose which net, which grants, you're doing that for

Here's the information concerning the grant dates due dates, etc. And here's the information. So in this particular one we had some some information in the system already here. Some time sheets of individuals and how much they work.

Here's exploit placement expenses. Here's the $25,000 that I built earlier. It's in there, you select it's defaulted to select all of them.

But you select those you hit Create invoice and the invoices created

It is that simple to keep up with that. And in a major thing. Now this is the project module, the project and grant module, which is an add on. But if you do very many of these, you'll find the amount of staff time

That you'll save not only the staff time but the mistakes that are made because you're not having to reenter information or export and and and manipulate information outside the system.

Again from my very beginning. If we can do within the system we save time we save efficiency.

We saved mistakes and we're able to do much better job. And that allows us to spend our time doing. We really want to do and that is the mission of your organization.

So thank you for your time today. If you have questions, we can take those by chat here a little bit later. Even now I guess began to to enter those if you have questions later on, and you'd like to, then

Megan can can get you my email. And when you respond to the information to send you and I'll be glad to answer any questions. Yeah.

Yeah, thank you so much Mark. Thank you so much for showing us some of those features of intact and how

Powerful the system that is but also how user friendly of the system. It is as well. And like Mark said, we do want to open it up for questions now.

Megan Mendiola: I haven't seen any come through yet. But if you do have a question over anything we've covered so far. Now would be a great time to enter those into the Q&A

System or control panel on this webinar. And while we're waiting for those to come in i if you wouldn't mind Mark stopping your screen share so I can share the rest of my PowerPoint here I have a little bit more that I want to share. There we go. Thank you.

Going to go ahead and share my screen again.

Here we go. Perfect. So before we end out here. We moved and moved over. I just want to end today's webinar by sharing with you a little bit more about our implementation process, and particularly about our new JMT jumpstart program with Sage intact that we started here.

So the thought behind our implementation process with Sage intacct is that we want to be able to get you up and running as quickly as you need, but still be able to provide you all the features that you would want in the system.

We're really going to apply a step by step process and our implementation that we like to call short term successes, coupled with long term planning, like you can see we can provide multiple phases of implementation based on your needs and once as an organization.

So here's some implementation Highlights for you. We do offer a flat rate fixed fee and each of our clients is going to get a dedicated project manager who oversees their implementation from beginning to end, as Mark mentioned earlier in the demo.

So you can see here, just a few of our day empty jumpstart implementation options here. You can see there's an express a plus a choice and a comprehensive

A lot of our clients have opted for the please just give me live and then we'll add later, which is more of the express or plus option.

And then other nonprofits say I want to take the time now to really customize my implementation get all the modules. I need, and I'm not crunched for time and getting that implementation done

Basically, the point is here with these different implementation options is that you just tell us what's important to you and then we will have an implementation plan that can match that for you.

So here's just an example of what you would get out of an intact express implementation. You can see the three user court and tax system here which still, you know, has dashboards finance reports and grant tracking

And this express implementation option still comes with our JM T p value plan subscription.

Which does include unlimited training and support, but you can see the seven day rapid implementation with all your data migration.

Including training and testing of your system to make sure it works. Right.

I think it is important to note here as well that we can get you up and running on syntax for less than $1,000 a month if that's something you're needing through the express implementation option. So I just wanted to point that out for you real quick.

The two factors that are most important for you and deciding which implementation would be right for you are one. How quickly do you need a new solution and

To how much complexity. Does your initial build require so you can see that in the chart here are different implementation options, you know, depending on the timing of your new solution.

And your level of additional complexity that you need there. So you can see those different options in that chart.

And so our unique value at JMP being your partner. So the long term and this is something that Mark mentioned a little earlier that I want to get a little more into the end of our time today.

So James T. Our support does not stop once you're up and running in your system, you're going to be assigned a dedicated client account manager. You also get access to training resources.

And a support system where you can come to us with any questions or difficulties.

That you or your team are facing in the system, we're going to reach out to you. We're going to provide training. We're going to help resolve those issues for you.

We also have an annual training conference for our clients every year that we unfortunately didn't get to have this past year, but

We hope to have again as soon as we can. It is so much fun just being able to get all of our clients together have training and also just connecting with our different clients. It's really, really great conference.

And so here's another testimony Sarah born VP of finance and operations from children's tumor foundation

Really loved that we at JMT truly was able to become a part of the mission and some of our members of our team were able to come to a

CTS event. And so as a client, she really believes that we made them feel special and that's truly what each member of our team sets out to do each and every day through every through every customer interaction that we have

So just to recap. These are just a few of the many reasons why working with us is not only a safe choice, but a really smart choice.

We know nonprofits really well and have over 2000 success stories to prove it. We're not going to push solutions on to you that you don't need. Instead, we're going to tailor our recommendations to your specific nonprofit and goals.

And lastly, we're going to get you up and running with the software that you need and continually provide the support and training that you need to maximize the effectiveness of your investment.

So now I just want to finish by telling you about next steps to go from here. You've watched the webinar webinar where we're going to go from here.

So I'm going to reach out to each of you following today's webinar for a more personalized discussion of how sage intacct and our JMT jumpstart program can fit your organization's needs.

We can set up what we call a quick assessment with our nonprofit experts and from there we can produce a summary of findings for you, showing you what we found. And what we recommend as a path forward for you.

We'd love to do that for each and every one of you on the call today and I'm looking forward to following up with everyone. So that is it for me. I'll go ahead and stop my share Mark, do you have any questions that came through.

Mark Braisher: No, there's

Megan Mendiola: Okay. Well, great. I know we are about Out of time here. And I don't want to take up any more of invite time today, but so before we close out, Mark, did you have anything else you wanted to add before we ended the day. No, I appreciate the time everybody gave and if there's anything we can do, be sure and let us know.

Yeah, thank you so much Mark. And make sure you check out our future webinars that we have. I know we have a good amount more coming up in August.

You can check out those by going on our website www.jm T consulting.com

And going under the training and Events tab and looking at all our webinars from there. So we just really appreciate everyone's time today. Thank you for coming. And we're looking forward to following up with every one of you. So we hope that each of you has a great rest of your day today.

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