Case Study: W.E. Upjohn Institute for Employment Research achieves modernized financial operations and streamlined audits with Sage Intacct

W.E. Upjohn Institute upskills its financial management with Sage Intacct

W.E. Upjohn Institute for Employment Research, a nonprofit in Michigan that conducts employment research and runs workforce programs, needed to modernize its 20-year-old server‑based fund accounting system so its finance team could play a more strategic role. The pandemic exposed the system’s remote-access and workflow limitations, and the Institute sought a cloud solution that could handle complex funding, projects, and reporting requirements while improving internal controls.

The Institute implemented Sage Intacct with a trusted partner, migrating transaction history and adopting dimensions, smart rules/events, the Projects module, and electronic attachments. The result: simplified chart of accounts, automated controls and workflows, faster remote access, streamlined audits and expected audit cost savings, richer dashboards and reporting for proactive decision‑making, improved project collaboration, and a finance team reporting 100% engagement and satisfaction.

W.E. Upjohn Institute for Employment Research

Kathy Breyfogle

Chief Financial Officer