Established in 1967, the Association for Healthcare Philanthropy is an international, not-for-profit professional organization dedicated to developing the men and women who encourage charity in North America’s health care organizations. In addition to serving as their members’ source for education, networking opportunities, and research on health care fundraising, AHP advocates on behalf of nonprofit hospitals and monitors legislative and regulatory issues. AHP was using Microsoft Dynamics SL to maintain their accounting books and Microsoft FRx for financial reporting—and several workarounds had been put in place to help get the data from point A to point B. Key challenges included: -Limited client resources available for implementation -Extracting data from Microsoft Dynamics SL for Sage Intacct Wipfli/Brittenford implemented Sage Intacct core modules for AHP, leveraging the Sage Intacct QuickStart Financial Non-profit template that includes pre-built and customizable dashboards, reports, and analytics.

1. Intacct Client Profile
Customer: Association for Healthcare Philanthropy
Website: www.ahp.org
Location: International Headquarters in
Falls Church, VA
Partner: Brittenford Systems
Customer Profile:
Established in 1967, the Association for Healthcare Philanthropy is an international, not-for-profit professional
organization dedicated to developing the men and women who encourage charity in North America’s health
care organizations. From executive directors and chief development officers to major gift officers, annual
campaign managers, event coordinators and grant writers, their 5,000 members represent more than 2,200
health care facilities in the United States and Canada. In addition to serving as their members’ source for
education, networking opportunities, and research on health care fundraising, AHP advocates on behalf of
nonprofit hospitals and monitors legislative and regulatory issues.
Project Description:
AHP was using Microsoft Dynamics SL to maintain their accounting books and Microsoft FRx for financial
reporting—and several workarounds had been put in place to help get the data from point A to point B. “We needed
a more user-friendly solution,” says Lynn Murphy, AHP’s Chief Financial Officer and sole user of the tools. “It didn’t
make sense to have large, cumbersome accounting software,” she continues. “It was much more than we needed
and we didn’t want to pay for all of that.” What’s more, AHP needed their accounting system to accommodate
multiple currencies and help them streamline the management of their two entities.
Plus, AHP was in the process of moving their organizational data and processes to the cloud to eliminate the
need buy new hardware to keep up with software updates. “New software doesn’t run on old machines anymore!”
explains Murphy, who found that Intacct’s cloud accounting software was a simpler, more streamlined solution
that would better meet their needs
Client Perspective:
“Brittenford was already our SL support and had always been very helpful,” says Murphy. “They made our transition
to Intacct easy. We had a weekly meeting that kept us on target,” she says. “Our timeline was very smooth and went
according to plan.”
Brittenford implemented Intacct core modules for AHP, leveraging the Intacct QuickStart Financial Non-profit
template that includes pre-built and customizable dashboards, reports, and analytics. “Once our data was in
the new system, Brittenford showed me how to get out what I needed,” Murphy says. And since Intacct’s upgrades
are incremental and seamless, they are not a huge disruption or expense—and it’s easy for Murphy to make
necessary adjustments to the way she does processing. “Intacct’s product is generally intuitive,” she explains,
“but Brittenford walked me through anything that wasn’t clear so I’m able to make changes on my own. Those old
workarounds are not necessary anymore, and,” Murphy adds, “the solution has been easy to use. I’m enjoying it!”
Intacct client profile - Association for Healthcare Phi lanthropy

2. Key Requirements:
• Fulfill the need for a cost-effective financial management system
• Manage multiple business entities and currencies more effectively
• Streamline the accounting and financial management processes in the cloud
Key Challenges:
• Limited client resources available for implementation
• Extracting data from Microsoft Dynamics SL for Intacct
Key Outcomes:
• Easily consolidate the financials of separate entities with multiple currencies
• Use of Intacct smart import templates made data loading easy and efficient
• Eliminate software maintenance and upgrade costs
About The Association for Healthcare Philanthropy
The Association for Healthcare Philanthropy, established in 1967, is a nonprofit organization whose more than
5,000 members direct philanthropic programs in 2,000 of North America’s nonprofit health care providers.
Hospitals, health care systems and related facilities for which AHP members raise charitable funds provide
essential, comprehensive medical services to their communities, as well as wellness programs, mobile health
vans, mammography screenings, hearing and eye exams, and other community-based health care services.
Learn more at www.ahp.org.
About Brittenford
Brittenford Systems is a nationally recognized consulting firm that specializes in delivering financial management
and business intelligence solutions as well as CIO Advisory Services to mid-market companies. Based in the
Washington, DC area, we help our clients leverage technology solutions to improve business processes and
productivity, reduce operational costs, and get timely financial information so they can run their businesses
more efficiently.
At Brittenford, we understand that managing financial information effectively is the backbone of a business.
With our extensive industry experience and unique approach, we help non-profit, project-based, and
international organizations implement and support Microsoft Dynamics GP, Dynamics SL, and cloud-based
Intacct and Host Analytics. For more information about Brittenford Systems, please visit www.brittenford.com
or call 703-860-6945.
Intacct client profile - Association for Healthcare Phi lanthropy