Case Study

Visix, Inc. Utilizes Sage Intacct to Streamline Communication and Collaboration

calendar iconMarch 10, 2023

Visix, Inc. offers a robust suite of digital signage software, content designs and meeting room signs for any organization wanting to engage, excite and inform their audiences. Their products work separately or together, are competitively priced and scalable, and have powerful interactivity and data integration features for a unified, enterprise signage solution. Visix’s award-winning service and support teams consistently rank the highest in customer satisfaction for fast, professional responses and solutions.

Cherry Bekaert’s experienced Sage Intacct practice team has supported and guided Visix in their operational improvement journey utilizing the Sage Intacct platform, helping them with the features and functionality as their needs change over time.

Sage Intacct Collaborate

Sage Intacct Collaborate is a social community tool that is integral to the Sage Intacct cloud-based financial management software core accounting. Knowledge-sharing through communication tools with Sage Intacct Collaborate, such as commenting and sharing features, allows team members to communicate and share information in real-time. This can help to reduce miscommunication and errors and ensure everyone is on the same page. By facilitating teamwork and streamlining communication, Sage Intacct Collaborate can help improve productivity. For example, team members can work together to resolve issues securely and more quickly and efficiently, reducing delays and improving operational efficiency.

“Sage Intacct Collaborate keeps my team more organized, allowing us to ditch the traditional files.  Creating customer profiles and maintaining a record of questions about specific transactions per each customer is extremely convenient,” says Christy Greer, Chief Financial Officer of Visix. “We are eliminating the use of multiple platforms to communicate; maintaining all customer transaction-related questions and comments within the Sage Intacct platform.”

Sage Intacct Collaborate helps to increase transparency by allowing team members to track progress and share information more easily in real-time. Maintaining a record system, messages received and sent are never lost and are always stored in the transaction record. This can improve accountability and help ensure that everyone is aware of details within each transaction and beyond.

Christy goes on to say, “We are seeing the strength of our customer information grow through the use of Sage Intacct and its tools. We are able to identify sales orders with unusual information, review conversations from the time of processing and quickly correct any issues with the orders.”

John Bartz, Strategic Alliance Director at Cherry Bekaert, has extensive experience working with companies and the robust abilities within Sage Intacct. “Sage Intacct Collaborate is one of the many differentiating features that we at Cherry Bekaert use to help our clients become more efficient,” says John.

Sage Intacct for Technology Companies

Cherry Bekaert’s Digital Advisory Sage Intacct practice team (an authorized Value-Added Reseller that sells, implements and supports Sage Intacct) advises technology companies how to streamline processes and improve data accuracy, and provides real-time reporting and analytics, which can help technology companies make informed decisions based on up-to-date financial data. This can help companies identify trends, risks and opportunities more quickly and respond more effectively to changing market conditions.

Contact John Bartz, Strategic Alliance Director, to learn how Cherry Bekaert can utilize Sage Intacct for technology companies like yours to improve financial management, streamline processes and help you make better-informed decisions.

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