Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
COMPANY OVERVIEW
Visit Austin — Modern Accounting Solutions for Destination Marketing
Visit Austin stands as the official destination marketing organization (DMO) for the City of Austin. As an accredited member of the Destination Marketing Association International, Visit Austin is responsible for marketing Austin nationally and internationally. Their mission extends beyond promoting Austin as a premier business and leisure destination; it also encompasses enriching the overall quality of life within their community.
CHALLENGES
Transitioning Beyond Legacy Systems: Visit Austin’s Search for a Modern, Cloud-Based Solution
After relying on Microsoft Dynamics SL for two decades, formerly known as Solomon, as their accounting software, Visit Austin recognized the need to shift to a more modern, cloud-based financial management solution. Alongside this realization, Visit Austin faced the challenge of Microsoft discontinuing support for SL, which introduced significant risks, including security vulnerabilities, performance issues, and limited capabilities. This prompted Visit Austin to explore an innovative, flexible accounting solution that seamlessly aligned with their evolving organizational requirements.
Reflecting on the challenges posed by SL, Visit Austin acknowledged the vital need for a user-friendly solution that could provide efficient and streamlined processes for their organization. In their previous system, they had to manually input each project individually, consuming a significant amount of time for their team. This drove Visit Austin to seek a solution that not only addressed the challenge of manual project tracking but also offered advanced capabilities to elevate overall organizational efficiency.
OUTCOMES
Visit Austin initiated a thorough evaluation of potential platforms, including Microsoft Dynamics 365. However, Dynamics 365’s cumbersome nature and lack of project tracking capabilities prompted Visit Austin to seek a more suitable solution. Sage Intacct emerged as the superior choice, offering a user-friendly interface, efficient processes, and robust project tracking capabilities—elements crucial to their requirements. Encouraged by positive feedback from their financial services provider, the Visit Austin team was eager to explore migration options.
Amid outreach from multiple companies, Visit Austin strategically selected CBIZ CompuData as their partner. This decision was grounded in CBIZ CompuData ‘s authenticity, honesty, and a proven track record of successful Sage Intacct implementations. The CBIZ CompuData team demonstrated a deep understanding of Sage Intacct, addressing Visit Austin’s challenges with patience and precision. Their in-depth knowledge about the platform, combined with a solution-oriented approach, facilitated a seamless and successful transition.
“My team and I can’t say enough good things about our move to Sage Intacct with CBIZ CompuData. The CBIZ CompuData team’s in-depth understanding of Intacct made the transition incredibly smooth. Their expertise and patience were evident as they addressed every challenge we presented. The positive impact on our financial processes is remarkable, and we look forward to continued success with Sage Intacct and CBIZ CompuData.”
Gina Palmertree, Director of Finance at Visit Austin
RESULTS
Visit Austin’s Success Story with Sage Intacct
Visit Austin’s successful implementation of Sage Intacct, guided by CBIZ CompuData, has resulted in numerous positive benefits. The combination of Sage Intacct’s cloud-based and intuitive platform, along with the dedicated support from the CBIZ CompuData team, has significantly enhanced Visit Austin’s financial management.
Explore some of the key positive outcomes that Visit Austin has experienced with Sage Intacct:
- Streamlined Project Tracking: Visit Austin highlighted substantial time savings in project tracking. Unlike their previous system, where entering each project individually was a time-consuming task, Sage Intacct streamlines and accelerates this process for the team.
- User-Friendly Platform: Visit Austin highly values Sage Intacct’s forgiving design. The platform’s user-friendly and intuitive interface allows them to fix any errors promptly, such as adjusting a general ledger transaction or correcting a billing date before finalizing the transaction. This feature has significantly contributed to a smoother and error-free financial management experience.
- Improved Processes: Sage Intacct’s speed and intuitiveness, particularly in project tracking, has made an immediate impact for Visit Austin. The team is confident that these efficiency gains will extend across multiple functions, making their day-to-day operations more streamlined and responsive.
- Customized Payroll Journal Entries: The flexibility and customizations within Intacct has proved valuable for Visit Austin. CBIZ CompuData effectively addressed their intricate payroll journal entry needs by creating a customized template that seamlessly integrates with Intacct, providing a streamlined and efficient solution.
Executive Summary
- At its core, Visit Austin’s goal is to amplify the unique aspects that make Austin a standout destination.
- The organization seeks to spotlight and promote all the noteworthy facets and one-of-a-kind culture of Austin, ultimately ensuring that the world is well-informed about the vibrant offerings of the city. By doing so, Visit Austin aims to position Austin as a must-visit location, showcasing its cultural richness and diverse attractions on a global stage.
About CBIZ CompuData
CBIZ Technology is the premiere technology solutions provider for small and midsize organizations. With over 50 years as a technology innovator, our expertise spans a wide range of services from Managed Cloud, Accounting/ERP Software, Managed IT and Cybersecurity to help grow, protect, and streamline your business operations. Our team takes a holistic approach to meet customers’ needs and create technology solutions that will position them for success in the marketplace.
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