Charlotte, 28209, NC,
United States
Forvis
Forvis, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Forvis collaboration with software players such as Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Forvis | Sage | Sage Intacct | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
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Bloomington-Normal Water Reclamation District | Government | 50 | $6M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
In 2023, Bloomington-Normal Water Reclamation District migrated from Sage 100 to Sage Intacct, adopting Sage Intacct as its ERP Financial application to enable cloud access and automate manual finance tasks. The decision followed a long relationship with Sage and an implementation led by Forvis Mazars, with a migration that consolidated three years of transactional data from seven company entities into the new system.
The deployment emphasized core financial management capabilities, including consolidated financial reporting, dimensional accounting to simplify the chart of accounts, automated report scheduling, bank reconciliation, and accounts receivable billing workflows. Sage Intacct was configured to support approval workflows and electronic review of imported payroll and billing entries, and the organization implemented these functions without bespoke customization by mapping existing policies and procedures into native Sage Intacct workflows.
Integrations centered on Sage Intacct import and export interfaces, with the district importing payroll data from an outsourced provider and importing site-generated spreadsheets for commercial and residential invoicing to eliminate manual rekeying. The implementation covered operations across two large treatment plants and multiple smaller facilities, and it unified multi-entity reporting so consolidated financial statements could be produced in a single step rather than by exporting and combining separate company reports.
Governance and process changes were introduced during rollout, with cross-functional staff participating in workflow design and testing, which led to elimination and automation of paper-based steps and clearer account posting via dimension descriptors. The organization also configured report scheduling to deliver balance sheets and income statements to department supervisors and the board, moving distribution from printed bundles to automated electronic delivery.
Explicit outcomes reported after the Sage Intacct implementation include annual savings described as tens of thousands of dollars, a 75 percent reduction in monthly financial reporting time, a reduction in bank reconciliation from five hours to less than two hours, elimination of days of manual data entry through third-party integrations, removal of 14 filing cabinets, and improved staff retention and recruiting as employees redeployed time to higher value work.
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