What Should You Improve Next in Sage Intacct?

Fixed-Scope Sage Intacct Review | $1,500 AUD

Is your Finance team still relying on spreadsheets, repeating manual tasks or spending too much time on reporting?

You may know there are things you could improve in Sage Intacct. The harder part is knowing what to focus on first.

The Sage Intacct Review helps you identify what’s getting in the way, where there may be opportunities to improve and what your practical next steps could be.

$1,500 AUD • Fixed Scope • Independent Review • Remote Across Australia

Does Finance Still Feel More Manual Than It Should?

You’ve implemented Sage Intacct.

But that doesn’t necessarily mean every Finance process is working as effectively as it could.

Over time, you may find:

• spreadsheets creeping back into your processes
• manual steps becoming part of the routine
• workarounds developing
• reporting taking longer than expected
• processes changing without being reviewed
• users doing things differently
• your team asking the same system questions
• opportunities to use Sage Intacct more effectively being overlooked

You may find yourself asking:

Why are we still doing this manually?

Why do we still need this spreadsheet?

Could this process be simpler?

Why does reporting take so long?

Are we making good use of Sage Intacct?

Does the team need more training?

What should we improve first?

You may already know things could work better.

What you need is clarity on where to start.

Get Clear on Your Priorities Before You Invest in the Solution

You probably don’t need another long list of things you could do in Sage Intacct.

You need to know which improvements are worth your team’s time, budget and attention.

That’s what the Sage Intacct Review is designed to help you work out.

We’ll focus on the areas that matter most to your Finance team rather than trying to review everything.

The Review helps you get clearer on:

• what’s already working well
• what’s getting in your team’s way
• where there may be opportunities to improve
• which areas deserve closer attention
• what you should consider doing next

Before you commit to a larger improvement project, get clear on what is actually worth improving.

Does This Sound Like Your Finance Team?

The Sage Intacct Review is designed for organisations already using Sage Intacct.

It may be right for you if your Finance team:

• still relies on too many spreadsheets
• repeats manual or time-consuming tasks
• spends too much time preparing reports
• experiences recurring month-end bottlenecks
• has processes that haven’t been reviewed since implementation
• suspects Sage Intacct could be used more effectively
• needs additional training or support with user adoption
• has several improvement ideas but doesn’t know which ones to prioritise

You don’t need to have a major system problem.

You may simply feel:

“We have Sage Intacct. I think we could be using it better.”

If that sounds familiar, the Review gives you a practical place to start.

The Review is available to not-for-profits and other organisations using Sage Intacct.

What Would You Like Your Finance Team to Improve?

Your Review isn’t designed to examine every part of Sage Intacct.

We’ll agree on the areas that matter most to you and focus the Review there.

Depending on your priorities, we may look at the areas shown below.

What Will You Get From Your $1,500 Review?

Your fixed-scope Sage Intacct Review includes:

• an initial discussion about your priorities and current challenges
• agreement on the areas covered by the Review
• review of the agreed priority areas
• discussions with relevant Finance team members where appropriate
• identification of practical improvement opportunities
• prioritisation of key findings
• a written summary of findings and recommendations
• suggested next steps
• a follow-up discussion to walk you through the findings and answer your questions

The aim isn’t to leave you with an overwhelming list of everything you could change.

It’s to help you answer one important question:

What should we focus on next?

Know Where to Focus Your Time, Budget and Effort

After the Review, you’ll have a clearer picture of:

• what’s already working well
• where your team may be spending unnecessary time
• which processes may deserve closer attention
• where reporting or visibility may need improvement
• where training or adoption could be strengthened
• which opportunities should take priority
• what your practical next steps could be

You’ll have a clearer basis for deciding where your Finance team’s time, budget and effort should go next.

You don’t need to improve everything at once. You need to know what is worth addressing first.

What Happens During the Review?

1. Tell Me What’s Getting in the Way

We’ll start with your Finance team’s current challenges.

What’s taking too long? Where are you relying on manual work? What would you most like to improve?

2. Agree on What We’ll Review

We’ll agree on the priority areas before the Review begins so you know exactly what is included in the fixed scope.

3. Review Your Priority Areas

I’ll review the agreed areas based on your current processes and the information available.

The focus is on understanding what’s happening now and identifying practical opportunities worth considering.

4. Work Out What Deserves Attention First

Not every opportunity has the same value or urgency.

I’ll prioritise the findings so you can see where it may make sense to focus first.

5. Walk Through Your Recommendations

You’ll receive your written findings and recommendations.

We’ll then discuss them together so you understand the priorities, suggested next steps and your options from there.

Already Working With a Sage Intacct Partner?

That’s fine.

You don’t need to replace your existing Sage Intacct Partner or service provider to use this Review.

The Review gives your Finance team an independent opportunity to step back from the day-to-day and consider:

• What’s working well?
• What’s getting in our way?
• What should we improve?
• What should we prioritise first?

If the Review identifies changes that need your existing Partner or another specialist, you can take the recommendations to them.

The aim is to help you understand what your Finance team needs before deciding how you want to address it.

What Isn’t Included in the $1,500 Review?

I want you to know exactly what you’re paying for before we start.

The $1,500 Sage Intacct Review is a focused advisory service.

It isn’t a full technical audit, implementation project or unlimited review of your Sage Intacct environment.

The fixed fee doesn’t include:

• Sage Intacct implementation or reimplementation
• configuration changes
• building reports or dashboards
• custom development
• integration development
• data migration or data cleansing
• extensive system testing
• implementation of recommendations
• third-party software implementation
• ongoing support

If we identify additional work you’d like help with, we can discuss and scope that separately.

There’s no obligation to purchase additional services from Dynamic Zenergy.

Want to Know What You Should Focus on First?

Before you invest in a larger project, additional configuration or more training, find out where your attention may be better spent.

Sage Intacct Review

$1,500 AUD

Your fixed-scope Review includes:

• review of your agreed priority areas
• prioritised findings
• written recommendations
• suggested next steps
• follow-up discussion

Remote delivery across Australia

Enquire About a Sage Intacct Review

We’ll start by discussing what you’d like to improve. If the Review is suitable, we’ll agree on the scope before you proceed.

Not Sure Whether You Need the $1,500 Review Yet?

Start with the free Sage Intacct Finance Health Assessment.

Answer 12 questions about how your Finance team is currently using Sage Intacct across:

• Reporting & Visibility
• Process Automation
• Close & Month-End
• Data, Imports & Banking
• Training & Adoption

Your results can help you identify which areas may be worth looking at more closely.

Take the Free Finance Health Assessment

Still Wondering What You Should Improve First?

You may not need a major Sage Intacct project.

You may simply need to step back and understand what’s working, what’s getting in your team’s way and where it makes sense to focus next.

That’s what the Sage Intacct Review is designed to help you do.

Sage Intacct Review

$1,500 AUD

Fixed Scope • Written Recommendations • Independent Review • Remote Across Australia

Enquire About a Sage Intacct Review

Dynamic Zenergy provides independent Sage Intacct consulting and advisory services. Dynamic Zenergy is not a Sage Intacct Partner.

Sage Intacct is a trademark of Sage. The Sage Intacct Review is an independent advisory service and is not an official Sage product, service, certification or technical audit.