United Fire wanted to increase the level of customer service that their technicians provided by improving technology, automating processes, and increasing efficiency across the organization. Their first steps towards this goal were to replace their 20+-year-old computer systems and to implement ServiceTrade. However, there was a lack of integration with United Fire’s current accounting system. They needed a cloud-based solution that could:
- Integrate with ServiceTrade
- Eliminate manual duplicate entries
- Deliver up-to-date custom reports and dashboards
- Reduce dependency on Excel spreadsheets
FINDING THE RIGHT SOLUTION
United Fire chose Leap the Pond to implement Sage Intacct, a cloud-based accounting software solution. The seamless integration between ServiceTrade and Sage Intacct was a key decision factor. Sage Intacct allows them to significantly improve accounting processes (no more manual dual entry and tedious Excel spreadsheets) and have real-time access to their financial reporting.
SEEING RESULTS RIGHT AWAY
“Accounting was an accidental blessing to our company-wide technology upgrade. Before Sage Intacct, we could not get a real-time status of our financials and our accounting department was doing a lot of manual entries. Now we have real-time visibility and transparency to our financial results from anywhere. It has completely changed our business model.” Jeff Wallace, United Fire. Sage Intacct provides a user-friendly environment for business and accounting users.
United Fire has a small accounting team and during the implementation process, they lost a key accounting staff member. Leap the Pond provided the extra support needed to complete the implementation on time and trained United Fire’s new accountant on Sage Intacct’s platform. In addition, during United Fire’s staffing shortage, Leap the Pond assisted with their outsourced accounting services to close their month-end.
Since United Fire’s implementation, they have:
- Shortened their invoice cycle dramatically – they can now process same day invoices
- Improved the monthly reporting cycle to provide timely reports within days of the month end
- Simplified and streamlined key accounting processes
- Increased competence in accounting transparency and ability to track spending
- With investing in the right systems, United Fire now has a greater focus on their customers and is in a better position to make long-term strategic plans for their organization.
ABOUT UNITED FIRE
Since 1969, United Fire has provided installation, service, recharge, and repair of fire extinguishers, fire suppression system, backflow devices and offers repair, inspection, and parts for fire alarm systems, sprinkler systems, exit lights, and emergency egress lighting. They pride themselves on keeping their employees educated on the newest standards and require proper licensing of all their technicians. United Fire offers excellent on-time service, reliability, and quality products.
ABOUT LEAP THE POND
Leap the Pond delivers Sage Intacct based accounting solutions to small to medium-sized organizations that have BIG plans. Our senior leadership averages more than 20+ years of experience with accounting and operations. Since 2008, Leap the Pond has led more than 350 projects for nearly 300 companies.
ServiceTrade is a software as a service platform that manages customer service, service management, sales, and marketing for commercial service contractors.
Thank you to Kate Johnson and David Furth at Leap the Pond for sharing this case study with us.