Chavez Foundation Taps Acumatica’s Multiple Entity Accounting for Growth
Company Size
200-1,000
Region
- America
Country
- United States
Product
- Acumatica Financial Management
- Acumatica Inter-Company Accounting
- NonProfitPlus
Tech Stack
- Acumatica
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Productivity Improvements
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
- Business Operation
Services
- System Integration
About The 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.
The 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.
The 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.”
Operational Impact
Quantitative Benefit
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