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A Dunkin’ Franchisee Group Finds ERP Success With Sage Intacct

A leading Dunkin’ franchisee group in need of an improved accounting platform turned to Kerr Consulting, now part of Cherry Bekaert, for help transitioning from QuickBooks to Sage Intacct.

For more than 40 years, LuFrankton has been a formidable player in the food and beverage industry. Today, it manages 50 Dunkin’ franchises across New Jersey and Pennsylvania, in addition to a separate portfolio of business that demands sophisticated accounting processes.

Chief Financial Officer Jim Crismale identified the need for an accounting platform capable of managing complex transactions and offering deeper insight into LuFrankton’s franchises. Crismale reached out to Kerr Consulting, which, at the time, had not yet been acquired by Cherry Bekaert. After multiple discussions with Kerr Consulting, it became clear that Sage Intacct was the right platform for the company.

I’m a very hard grader. I really am. It’s tough to make me happy, but I can honestly say I am very happy with the work done by Kerr Consulting and Cherry Bekaert.”
– Jim Crismale, CFO

Navigating Implementation With Sage Intacct Benefits Tailored Strategies

Sage Intacct stood out as the optimal choice for LuFrankton’s evolving needs, as the Sage enterprise resource planning (ERP) platform is designed to manage complex, multi-entity operations with ease and precision. Its cloud-based architecture enables real-time access to critical financial data, facilitating swift decision-making and adaptability — indispensable components for a growing organization like LuFrankton.

The implementation of Sage Intacct warranted a strategic and careful approach to avoid disrupting LuFrankton’s extensive operations. Using tailored strategies, Kerr Consulting devised a plan that focused on seamless integration with the business’s existing processes.

The project spanned a year, with Cherry Bekaert acquiring Kerr Consulting during this period. Despite the acquisition, the implementation process remained smooth for LuFrankton. Training was also a cornerstone of the deployment strategy, with Kerr Consulting providing crucial support to an administrative team previously accustomed to QuickBooks.

Providing Enhanced Analytics and Financial Management

With Sage Intacct now fully operational, LuFrankton benefits from improved financial consolidation, decreased manual processes and enhanced real-time analytics capabilities. These advancements are critical for strategic planning and efficient resource allocation, empowering LuFrankton’s growth.

Sage Intacct Benefits

  • Manages LuFrankton’s complex, multi-entity operations with ease
  • Cloud-based architecture enables real-time access to financial data
  • Enhanced analytics and reporting tools
  • Enables leadership to execute strategic planning with data-driven confidence
  • Equips LuFrankton with the flexibility needed to scale

The successful collaboration with LuFrankton exemplifies Kerr Consulting and Cherry Bekaert’s ability to lead and advise, contributing to its clients’ ongoing growth. As LuFrankton embarks on its ambitious expansion journey, Cherry Bekaert remains a steadfast partner, ready to support new innovations and provide insights essential for achieving its objectives.

How Cherry Bekaert Can Improve Your ERP Health

Implementing real-time financial visibility does not require a disruptive approach. The most successful organizations follow a phased implementation that delivers immediate value while building toward comprehensive transformation.

Cherry Bekaert’s professionals will work with you to identify your most critical visibility gaps and determine where better financial information would have the most significant impact on your business. Our team brings decades of experience implementing Sage solutions for organizations like yours. We understand the challenges you face and have developed proven approaches to overcome them. Contact us today to get started on your transformational journey.

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Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

Contributor

Connect With Us

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC