Sage Intacct is a cloud ERP system targeted at high-growth small and medium-sized businesses. Intacct includes applications for core financials and accounting, purchasing, order management, and financial reporting and business intelligence. It also integrates with 3rd party software like Salesforce.
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Jenzabar SONIS
Score 9.0 out of 10
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Jenzabar now offers SONIS, a student information system (SIS) oriented around the needs of smaller higher education institutions. Jenzabar supports the former SONISWEB product since its acquisition of original developer RJM Systems in 2015.
I would say it is well-suited when the company has multiple entities, brands, departments, or business lines and needs consolidated reporting. For example, if an organization operates across different legal entities or business divisions, finance can maintain separate books while still producing consolidated financial statements. This is useful when leadership needs both a roll-up view and entity-specific reporting.
We often had students who came and took a class or completed a program, left, and then came back for something else at a later time. It was nice to be able to have someone in Jenzabar SONIS with multiple statuses. They could be in as a Student for the current class while still being in as an Alumni for the program they had graduated from. Most of our programs are set up so the students within that program are all taking the same courses at the same time. The bulk registration feature made it easy to enroll one student and then use that student's enrollment to quickly enroll all of the others in the program. That was a huge time saver. We had letters and emails that we wanted to send out at specific times in the application process. The Activity tool in Jenzabar SONIS made it easy for us to have some things that were automatically added to a person's record and others that we could add as needed. We could then run timed letters or emails and get our communication sent out. We had some challenges with Jenzabar SONIS because we have a number of certificate programs that are only one semester in length. We often had students who would complete one certificate (program) in the fall and then complete another one in the spring. Many of the reports pulled data only for the active enrollment so we had to go back and manually pull the data for the enrollment from the other semester if we needed something for the full school year.
Custom, real-time financial reporting. I am able to streamline my reporting to pull in various account groups and calculations which save me time from having to do it in Excel.
Out of the box standard reports for clients who don't require as custom of reporting or even as a great starting point to build out reports.
Integrations with other platforms, such as Airbase, various banks, Rippling, etc.
The dashboard module is extremely helpful in my monthly review of various entities.
SONIS sorts my advisees by class and then by name. This is NOT useful. There should be an option for sorting by name only. I advise almost fifty students. It wastes my time looking for them in the sophomore listing, then the junior listing......
When registration of a student for semester courses is complete, there should be an option to print out only the courses scheduled, NOT the entire page which shows available courses at the bottom.
Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.
The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.
It's Easy to use and navigate through. It gets the job done for daily tasks. Sometimes it may require a small amount of manual work. You can handle student records, housing, and check-ins without needing multiple systems. After staff are trained, they can move through tasks pretty quickly, which saves lots of time.
There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.
As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.
Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.
I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.
The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.
I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.
Sage Intacct is very similar to Netsuite, but I think the project reporting within Sage is simpler and easier to manage. Sage Intacct is much more robust than Quickbooks or most other softwares, but it is also significantly more expensive. I highly recommend to use Sage Intacct if your business is large enough to handle the price tag.
We changed databases in 2011 because the company we were with was going to quit supporting our software. We evaluated a number of different SISs available at the time and felt Jenzabar SONIS provided the best tools for our school. Most of the others were either geared more for adult education, individual course offerings or for schools that primarily had degree-seeking students. We needed something that could address both needs.We felt Jenzabar SONIS did that best of the ones we reviewed.
Positive - It runs better than our old software when we all work together, rather than having to sign off on each other and deal with syncing issues.
Negative - It's not as easy to go back to fix an amount, a date, etc. Sometimes, a very small mistake needs to be corrected by voiding and redoing the entire transaction.
We can successfully sync other software we use with Intacct! It reduces workload when things are automated.
