Case Study: Great Books Foundation Improves Financial Operations with Sage Intacct from Brinker

Improving Financial Operations and Facilitating Future Growth

Great Books Foundation, a nonprofit educational organization, needed a flexible financial management, accounting, and inventory system to support growth. The organization was struggling with an outdated legacy system that lacked the functionality and flexibility to manage multiple warehouses, deferred billing, professional development programs, and integration with existing tools. Great Books turned to Brinker’s Sage Intacct cloud financial management platform to better align technology with its operational needs.

Brinker helped Great Books Foundation implement Sage Intacct along with integrations to Sugar CRM, osCommerce, and Avalara, creating a more unified order-to-cash process and automating inventory and sales tax workflows. The results included halving the monthly close from two weeks to one, speeding year-end close, reducing audit fees, saving thousands of dollars in postage and processing costs, and reducing IT maintenance demands. The nonprofit also gained stronger reporting and dashboards, enabling faster decisions and supporting future growth without adding staff.

Great Books Foundation

James Linday

VP and CFO