Red Door Interactive Intacct and Salesforce

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Switching to Better Flexibility and Connectivity


As a full-service marketing agency, Red Door Interactive’s entire business revolves around
quantifying the time employees spend on client projects. And with the company’s rapid
expansion over the past 15 years, critical tasks like time tracking and revenue recognition based
on percent completion have become increasingly complex and cumbersome.


The agency previously used a disjointed mix of Microsoft Dynamics SL on-premises accounting
software, along with FRx for financial reporting, AtTask for project resourcing and estimates,
Concur for expenses, Paylocity for payroll, and Salesforce for CRM. Because these applications
weren’t integrated, Red Door Interactive’s finance team struggled with duplicate data entry
and error-prone invoicing. Exacerbating the situation, the systems had been highly customized
over time, forcing the team to rely on a costly outside consultant whenever they had questions,
needed to configure a new report, or wanted a process changed. So, they went in search of a
cloud-based ERP solution that could offer more flexibility and seamless connectivity.


Natalie Bonczek, Red Door Interactive’s Controller, shared, “One of our top priorities in choosing
a new financial management solution was its project management functionality. We wanted
a better experience for employees—starting with improved time sheet entry and streamlined
multi-level approvals, all the way through the back-end of accessing project-based data.” She
continued, “We considered NetSuite, but decided to go with Sage Intacct because we loved its
look and feel, the ease of navigation between modules, and its data accessibility through web
services APIs.”