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My main use case for Sage Intacct is working for a nonprofit organization in the US, and in my daily work, I record all the entries, data, all the accounting tools, and make financial reports from Sage Intacct and take various reports from that.

A quick specific example of how I use Sage Intacct for my nonprofit organization is that I regularly handle monthly entries for insurance, taxes, and more. Moreover, I post the invoices and make those payments from Sage Intacct and record those particular entries.

The main usage of Sage Intacct is for journal entries, such as for taxes, insurance, and daily invoice processing for vendor day-to-day transactions. We render a service, so for that, I just have to book an entry in which I'll attach the invoice and process the payment from Sage Intacct.

The best features Sage Intacct offers include the ability to edit journal entries, attach more than one attachment right there, and have specific fields for marking the transaction such as a description, notes, dates, and GL account numbers where we code that. This feature really helps me out in my daily work.

This has made my workflow easier and more accurate because when I receive an invoice and I'm confused about the nature of the expense, Sage Intacct helps me choose a listed GL code easily. Additionally, for the transaction date, Sage Intacct doesn't allow me to take a different date from the invoice since I'll attach the invoice. This helps with the accuracy of the amount of the invoice. Another example is that during bank reconciliation, Sage Intacct already helps me mark items that are already posted in the bank or which are in the bank statement, which makes me feel better when I go for reconciliation.

Sage Intacct helps me mark the exact date and amount for particular transactions, same in the bank statement, and this feature is really appreciable in Sage Intacct.

Sage Intacct has positively impacted my organization by providing the opportunity to delete or edit any incorrect journal entry at the same time or in the prior or post-period after posting that particular entry. We also have the ability to apply money to grants in Sage Intacct, and if we post a wrong amount or dates, it gives an option to correct it, which is a great help in accounting.

As far as I'm using Sage Intacct, I haven't experienced significant challenges, but the page expires really fast if I have idle time or am working on something else while finding an amount or looking at an invoice. This feature might be helpful if they correct it.

In the interface for bank reconciliation, there are so many options on the upper side, such as ending balances and periods, closing and GL balances, which are all summed up in the same place. If we could separate them with a highlighted column for the same amounts, that would be more helpful.

I have been using Sage Intacct for two years.

I have never experienced any downtime or technical issues with Sage Intacct.

I wouldn't say that we transferred from another solution to Sage Intacct, but due to business requirements and technology, I was using some in-house software for accounting, and after discovering Sage Intacct, it has been really helpful compared to the past.

I have seen a return on investment primarily in time savings, as I'm not sure about the money part. Sage Intacct is user-friendly, meaning all the employees working on Sage Intacct are recording everything needed for our daily work, and from my personal experience, I find Sage Intacct better than other software.

Before choosing Sage Intacct, I evaluated options such as SAP, Xero, and QuickBooks, as we were using several in-house software, but I found that Sage has additional features that made it more user-friendly in comparison, and the management voted for Sage based on employee feedback.

My advice to others looking into using Sage Intacct is that if you haven't tried it, you should do so once, and you will feel the difference compared to the earlier software or solutions you are using right now. I would rate this product an eight out of ten.

I can highlight a couple of other scenarios regarding my main use case or how I've implemented Infor CloudSuite. One is Infor Document Management, which I've seen in the past with other ERP systems that haven't involved as much, but Infor CloudSuite does give you an extra edge when it comes to managing customer invoicing, purchase orders, or customer order acknowledgements. Infor Document can be configured by your IT or super key users, so whenever you produce these documents, they automatically get attached to the actual orders. If it's a customer order verification, as soon as you produce that document, it is attached to that particular customer order, and anybody who wants to retrieve that document can easily access it from the customer order form. It is easily configured and appears as a widget. That's a great feature to have.

Another great feature in Infor CloudSuite is the in-built workflows, which can produce user alerts. For instance, if there is a purchase order that needs workflows, they can be set in place and configured to send alerts to the approvers. These are a couple of examples that I can highlight, which enhance the user experience in my opinion.

Infor CloudSuite is a kind of ERP that is suitable for a medium or small discrete manufacturer, especially in the health sector, life sciences, and biotechnologies. My experience with Infor CloudSuite is that it provides the basic features for any manufacturer who is looking into implementing an ERP solution out of the box and has a system that works. There are no defects or bugs, and it comes with implementation accelerators. So, if any company is interested in getting a good investment, Infor CloudSuite with implementation accelerator could be a better option. Any organization that is a discrete manufacturer finds Infor CloudSuite to be a good fit for the requirements that manufacturers usually have.

Infor CloudSuite made a difference for a manufacturer I worked with through an end-to-end implementation. One example is that once there is a customer order on SyteLine, that customer order gets picked up by advanced planning and scheduling. This is a firm demand, and there can also be soft demand based on parameters such as safety stock and reorder point. Infor CloudSuite has a smart, advanced planning and scheduling system that takes into account both types of demand, processes those demands, and comes up with supply suggestions. These suggestions are reviewed by the planners, and once they are happy, they release the plan for production or the shop. Then, once the plan is released, the job order at the shop floor gets completed, and if we have established a link with the customer order, the customer order gets automatically updated with the status to be shipped, eligible for shipping. By integrating the upstream processes with the downstream, that has really helped one of the organizations I implemented this process in their overall process efficiencies. That's a great example of an end-to-end integrated solution.

I have seen specific improvements after implementing Infor CloudSuite, such as reduced processing time and better visibility. In terms of the previous legacy system, it did not have the modern technology that the latest ERP system provides. The processes were clunky, requiring downloading and sending documents to customers or suppliers. With Infor CloudSuite, you can manage and maintain document profiles. With this feature, you can automate the dispatch of your documents either to customers or suppliers, significantly cutting down the admin time for your order processing team or procurement team. Previously, they would spend ages retrieving documents from emails and trying to find the relevant third party to send them to. But now, this is completely automated, enhancing the overall processing time and user experience.

I can provide rough estimates on time saved after implementing Infor CloudSuite. Users can generate documents in a matter of seconds now, compared to the previous minutes they took. If we imagine creating ten orders, and previously the legacy system required spending five minutes per order, that totals fifty minutes. However, in the new system, with properly automated document management, it only takes about one minute for each order. Therefore, you end up saving around forty minutes for ten orders raised.

There are areas where Infor CloudSuite can improve. I have touched on the pros and key strengths of Infor CloudSuite, but end-user feedback indicates that there are several areas where the user experience can improve. For instance, when it comes to reporting, it comes with a very limited number of reports, and the standard reports are clunky, requiring a technical resource or developer to enhance or make them presentable. Another area is user experience; it takes several clicks to get to the information, and the user interface isn't that intuitive. Compared to other solutions, such as top-tier options such as Oracle or SAP, this stands out as an area needing improvement.

When it comes to integration, Infor CloudSuite does offer a great deal of flexibility. It comes with APIs, so you can integrate with any third-party systems you may use. On that front, it's sufficient; however, it does require some specialized resources, as it's not a layman's job, and developers need to help with the integration. This is generally the case for any ERP.

The user interface could indeed be better, and there is a steep learning curve for users; it takes time for them to get accustomed to Infor CloudSuite's interface and forms. However, once users adapt, it becomes easier and smoother to navigate. There are great features associated with Infor CloudSuite, such as DataViews and Birst as a business intelligence tool, which can be integrated with the basic product. Implementing Birst isn't plug-and-play; it requires a team of technical resources to execute. Additionally, there is a feature that allows integration with Excel, which can be installed by your IT team.

As a part of Infor CloudSuite implementation, I think at the end of the day, it is a tool, but it gives the best results if we have robust processes implemented. For instance, if we are talking about planning, then the results or outcomes we get from APS or production are totally dependent on how accurately we maintain data in CloudSuite. It's data-hungry, and we have to have robust and rigorous processes in place to support master data management because this feeds into your planning and processes since it's a highly integrated solution. One wrong data point can jeopardize the outcome, and users can spend hours trying to fix that. In my opinion, it's a great tool, but any organization looking to implement Infor CloudSuite or any other ERP needs to ensure they have defined roles, responsibilities, and processes around master data to feed good, accurate, and quality data into the system. When I implement Infor CloudSuite as a project manager, I overemphasize this and reiterate to the main sponsors and stakeholders that this is paramount to getting the best results out of Infor CloudSuite implementation.

It's difficult to rate Infor CloudSuite precisely; it depends on each organization's requirements. If you are a mid-size or small to medium-sized manufacturer with discrete processes to implement, I would rate it a six out of ten. It provides out-of-the-box, ready-to-use processes.

The main reason I give a six out of ten rating is primarily due to the strengths we've discussed earlier. The implementation accelerators provide an easier and faster way to implement Infor CloudSuite and obtain a quick return on investment for organizations. It has a depth of features for discrete manufacturing. However, if you are looking for complex scenarios or processes, Infor CloudSuite might require some customization, which can become expensive. While it caters well for out-of-the-box solutions with foundational processes, it may necessitate exploring other Infor products if you need to automate factories or warehouses.

My advice for anyone considering Infor CloudSuite is to focus on a few key areas during their implementation. This is a solid and robust product, but it's essential to look closely at the design phase. Ensure you have your SMEs identified and dedicated, documenting the blueprint properly to understand what works out of the box and what the gaps are. Set the right expectations; you should enter the construction phase of the solution with a clear understanding of what is standard and what requires customization. It's also crucial to conduct thorough research when selecting the right partner, as not everyone in the market has full knowledge of how Infor CloudSuite works. I would rate Infor CloudSuite a six out of ten overall.