Acumatica Case Studies Chavez Foundation Taps Acumatica’s Multiple Entity Accounting for Growth

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	Chavez Foundation Taps Acumatica’s Multiple Entity Accounting for Growth Acumatica

Chavez Foundation Taps Acumatica’s Multiple Entity Accounting for Growth

Acumatica

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions	Business Operation
Services	System Integration
Challenge	The Cesar Chavez Foundation had been running its financial systems on programs including Yardi, FundWare, QuickBooks and Excel spreadsheets. When FundWare started to reach its end of life, the Chavez Foundation sought an ERP that could handle multiple entities, automate payroll, provide financial insights, and was affordable for its multiple users. After rigorous research, they decided Acumatica was the right solution. The Chavez Foundation is a complex organization offering a broad array of educational, housing, property management and other services to Latinos through a number of entities in California, Arizona, New Mexico, Texas and Washington State. It also operates two non-profit radio stations and FERNI, the Farm Workers Educational Network Inc., a for-profit entity that operates six radio stations. Read More
About Customer	The Cesar Chavez Foundation is a complex organization offering a broad array of educational, housing, property management and other services to Latinos through a number of entities in California, Arizona, New Mexico, Texas and Washington State. It also operates two non-profit radio stations and FERNI, the Farm Workers Educational Network Inc., a for-profit entity that operates six radio stations. The financial accounting system and payroll for 300 employees is handled manually from the foundation’s main headquarters in Keene, CA, while its property management team uses Yardi, a well-known real estate investment and property management software program. An educational division ran QuickBooks, and data was moved as necessary through Excel spreadsheets, making accounting and financial reporting complicated and prone to manual error. Read More
Solution	After evaluating NetSuite, Intacct, and Acumatica, Timmermans chose Acumatica. “Unique to Acumatica was that others based their pricing on the number of users and number of entities, which in our case was complicated to structure,” he says. “By having unlimited users and not charging extra for that, Acumatica allows us to get the information out to the individual users at the operational level.” Acumatica’s unlimited user-licensing model was important because the Chavez Foundation has some 75 entities housed within three main entities, and Timmermans plans to extend certain access rights to Acumatica to outside auditors. After completing the heavy lifting of importing historical data, implementation was smooth, Timmermans says. “Bob Scott was instrumental in this implementation. He understood our organization and when we ran into a problem, he knew the key people to go to so we didn’t have to waste time figuring out that out.” Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Functions

Business Operation

Services

System Integration

Challenge

The Cesar Chavez Foundation had been running its financial systems on programs including Yardi, FundWare, QuickBooks and Excel spreadsheets. When FundWare started to reach its end of life, the Chavez Foundation sought an ERP that could handle multiple entities, automate payroll, provide financial insights, and was affordable for its multiple users. After rigorous research, they decided Acumatica was the right solution. The Chavez Foundation is a complex organization offering a broad array of educational, housing, property management and other services to Latinos through a number of entities in California, Arizona, New Mexico, Texas and Washington State. It also operates two non-profit radio stations and FERNI, the Farm Workers Educational Network Inc., a for-profit entity that operates six radio stations.

About Customer

The Cesar Chavez Foundation is a complex organization offering a broad array of educational, housing, property management and other services to Latinos through a number of entities in California, Arizona, New Mexico, Texas and Washington State. It also operates two non-profit radio stations and FERNI, the Farm Workers Educational Network Inc., a for-profit entity that operates six radio stations. The financial accounting system and payroll for 300 employees is handled manually from the foundation’s main headquarters in Keene, CA, while its property management team uses Yardi, a well-known real estate investment and property management software program. An educational division ran QuickBooks, and data was moved as necessary through Excel spreadsheets, making accounting and financial reporting complicated and prone to manual error.

Solution

After evaluating NetSuite, Intacct, and Acumatica, Timmermans chose Acumatica. “Unique to Acumatica was that others based their pricing on the number of users and number of entities, which in our case was complicated to structure,” he says. “By having unlimited users and not charging extra for that, Acumatica allows us to get the information out to the individual users at the operational level.” Acumatica’s unlimited user-licensing model was important because the Chavez Foundation has some 75 entities housed within three main entities, and Timmermans plans to extend certain access rights to Acumatica to outside auditors. After completing the heavy lifting of importing historical data, implementation was smooth, Timmermans says. “Bob Scott was instrumental in this implementation. He understood our organization and when we ran into a problem, he knew the key people to go to so we didn’t have to waste time figuring out that out.”

Impact #1	Empowered division managers and entities with financial dashboards
Impact #2	Increased efficiencies and productivity, speeding quarterly closes
Impact #3	Established an adaptable cloud platform to accommodate future growth

Impact #1

Empowered division managers and entities with financial dashboards

Impact #2

Increased efficiencies and productivity, speeding quarterly closes

Impact #3

Established an adaptable cloud platform to accommodate future growth

Benefit #1	Saved three days a month processing payroll

Benefit #1

Saved three days a month processing payroll

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Overview

Chavez Foundation Taps Acumatica’s Multiple Entity Accounting for Growth

Operational Impact

Quantitative Benefit