Case Study: SMS Retail Management achieves real-time financial visibility and greater efficiency with Brinker and Sage Intacct

Blending in the Cloud to deliver powerful financial insights and greater efficiencies

SMS Retail Management, a multi-location Jamba Juice franchise operator in Southern California, needed 360° real-time financial visibility to support growth. The company struggled to analyze key operational and financial data across sales, labor, vendors, marketing, pricing, and guest experience, making it difficult to drive profitable decisions at scale. Brinker helped SMS modernize its back-office finance operations using Sage Intacct, a cloud financial management system.

Brinker implemented a Sage Intacct-based cloud solution integrated with SMS’s third-party systems and tailored to its retail requirements. The result was a 15% reduction in routine accounting and AP expenses, a 70% drop in payroll processing fees, a 50% improvement in AP processes and month-end close, and a 10% increase in customer service scores. SMS also reported a 1.5% improvement in operating margins, greater visibility through digital dashboards, and a more scalable financial management platform for future growth.

SMS Retail Management

Hoss Tabrizi

Managing Director