A prominent marketing and media agency specializing in empowering consumer packaged goods (CPG) online sought to streamline its financial operations amidst a constantly changing industry landscape. With a strong and diverse portfolio covering digital marketing, media planning, creative development, influencer marketing, SEO, and analytics, the agency, known for its adeptness in e-commerce and omnichannel strategies, decided they needed to enhance efficiency and transparency across its operations.
Embracing Change
The media agency was faced with challenges from outgrowing their Sage 100 platform and the complexities of managing multiple workarounds for business processes, so they identified the need for a new financial management solution. Therefore, their primary goals included finding a better fit system to gain visibility into revenue and expenses across diverse marketing campaigns. To accomplish this, they sought to implement Sage Intacct Dimensional Accounting and achieve precise tracking and reporting capabilities for campaign-specific financial data, essential for optimizing profitability and strategic decision-making.
A Solution with Sage Intacct
Turning to SWK for support, the agency began their journey with Sage Intacct, providing comprehensive accounting functionalities tailored to their specific needs – including advanced capabilities in project costing and billing, enabling detailed financial oversight and streamlined client billing processes. Integration of Sage Intelligent Time facilitated efficient time tracking and expense management, while Sage Intacct Fixed Assets ensured accurate asset management and depreciation calculations.
Achieving Company Goals
By adopting Sage Intacct, supported by SWK expertise, the agency successfully transitioned to a system that better fit their organization, and finally improved operational efficiency. They now benefit from real-time visibility into campaign finances, empowering them to deliver measurable results aligned with their clients’ strategic objectives. This strategic investment underscores their commitment to excellence in navigating the complexities of digital marketing and media, ensuring continued growth and engagement in the competitive CPG sector.
Let’s Find a Solution Together
By partnering with SWK, you’re taking a step towards success. Contact us today and learn how we commit to enabling success for every one of our clients.