New Technology: The Projected Total Economic Impact™ Of Intuit Enterprise Suite

Increased Efficiency Of Accounting Tasks: Intercompany Transactions

Evidence and data. Interviewees said that prior to using Intuit Enterprise Suite, managing data entry for intercompany transactions across multiple entities was time-consuming and error-prone. They cited process delays for both data entry tasks as well as monthly reconciliations efforts due to the complexity of managing intercompany transactions. Prior to using Intuit Enterprise Suite, data entry required bookkeepers to toggle between individual accounts and various screens for each entity to manually enter the same information in multiple locations. With Intuit Enterprise Suite, interviewees’ organizations consolidated accounts into a single login to facilitate data entry. Some also planned to further automate this process by integrating bank account information to automatically apply transactions across entities as needed. Limiting or eliminating human intervention resulted in better data quality that improved end-of-month reconciliation and reporting efforts. Additionally, the organizations expect to utilize future AI and reporting capabilities to achieve more real-time views of intercompany transaction data.

• Of the survey respondents who expect their organization to see process efficiencies with Intuit Enterprise Suite, 74% expect improvements to payment workflows, including intercompany transactions.
• A CFO at a financial services organization described the particularly painful process of managing intercompany transactions as an organization comprised of many entities. They stated: “We have 15 or 16 different accounts that we’re working with, and that requires us to do a lot of intercompany transactions. Having one person try to do the bookkeeping for all these entities — and especially managing the intercompany transactions manually by inputting information into spreadsheets — became a nightmare.”
• To reduce the time spent by internal bookkeeper resources, a CFO at a different financial services organization said they outsourced some intercompany transaction responsibilities to a CPA but that the time spent on data entry was still inefficient and ineffective. They said: “The main feature that had sold us on moving [to Intuit Enterprise Suite] is the intercompany journal entries. We do a lot of intercompany transactions, and [before using Intuit Enterprise Suite], we would do them manually. We would have to do it for one [entity], log out, log in, do it for the [other entity], double check, make sure they match, and all that. So, being able to do the entire process from one screen across any of the companies [provided] enough time savings to make [the investment in Intuit Enterprise Suite] worthwhile for us.”
• The same interviewee said they believe using Intuit Enterprise Suite will save time for resources when working on tasks related to intercompany transactions: “We estimate that intercompany transaction functionality in Intuit Enterprise Suite will save our bookkeeper and CPA collectively 2 to 3 hours per month during the monthly reconciliation process. Our bookkeeper will save additional time during data entry as well.”
• A CFO at a different financial services organization tied the manual process not only to inefficiencies, but also to data inconsistencies. They stated: “It used to take our bookkeeper 30 minutes to 1 hour a day to enter intercompany transactions. With Intuit Enterprise Suite, we expect this to go down to 15 minutes a day, which will save time for our bookkeeper and improve the accuracy of the data.”
• Interviewees said poor data quality and limited reporting functionality extended the time required to reconcile intercompany transactions at the end of the month. The CFO at a financial services organization stated that this reconciliation process could take their company’s head bookkeeper two weeks to complete before using Intuit Enterprise Suite. They said the consolidated view offered through the platform cut down on this process significantly, enabling the bookkeeper to complete the reconciliation in three to four days.
• The same interviewee projected further time savings on intercompany transactions in the future when their organization integrates its banking information with Intuit Enterprise Suite. They stated: "Once we have all the functionality working, I won’t need to have a person assigned to our credit card expenses and intercompany transactions because it will be automated with our credit card feed updating directly to QuickBooks. In this way, we would take something that requires a monthly part-time employee to complete and reduce it down to a single daily task.”
• An accounting manager at a real estate organization said it currently takes their team 10 days to close the prior month and that most of that time is spent reconciling intercompany transactions across entities.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• Before investing in Intuit Enterprise Suite, the composite’s bookkeeper resource spent 2 hours per day on data entry for intercompany transactions. With 260 working days per year, that totaled 520 hours of data entry annually.

• At the low range, the composite organization reduces the time spent on data entry by 25% in Year 1, 50% in Year 2, and 75% in Year 3. The organization reduces the time spent on screen toggling and repetitive manual data entry due to the consolidated view with Intuit Enterprise Suite, and these time savings expand over time as the organization implements Intuit Enterprise Suite for more of its entities and becomes more facile with the new system.
• At the high range, the composite organization reduces the time spent on data entry by 75% in Year 1, 90% in Year 2, and 95% in Year 3. The additional time savings come from a more aggressive implementation schedule, more complex integration capabilities with banking systems and the like, and enhanced AI functionality that further automates intercompany transactions.
• Prior to using Intuit Enterprise Suite, the composite’s monthly reconciliation efforts took two bookkeepers 75 hours per month. With 12 months in the year, this totaled 900 hours annually.

• Prior to using Intuit Enterprise Suite, the bookkeepers spent most of their time within the monthly reconciliation effort, focusing on intercompany transactions. 
• Intuit Enterprise Suite eliminates manual data entry, which reduces human errors and accelerates processing timelines. As such, at the low range, the two bookkeepers reduce the time they spend on monthly reconciliations by 25% in Year 1, 50% in Year 2, and 75% in Year 3.
• As the composite automates more of the data-entry effort, it also automates more of the monthly reconciliation effort. At the high range, the organization achieves a nearly real-time view of monthly reconciliation reports and saves 95% of time spent on this by Year 3.
• The fully loaded annual salary for a bookkeeper is $60,000.

Results. This yields a three-year projected PV ranging from $78,000 (low) to $147,000 (high).

Reporting Efficiencies

Evidence and data. Interviewees indicated that prior to using Intuit Enterprise Suite, their organization’s CFO was often responsible for running reports to support decision-making at the C-level while also influencing sales and operations decisions. They said a C-level resource needed to own the process because a lack of advanced reporting functionality and access controls made it difficult to generate insights and lend access to the system or data to those outside of the finance department. However, interviewees said Intuit Enterprise Suite expedited report-generation process timelines and that their organizations plan to provide direct access to reports or dashboards to more general employees.

In fact, 84% of survey respondents agreed that their organization would be able to enhance financial controls with rules-based recipes (including triggers, alerts, and approvals) with Intuit Enterprise Suite. Additionally, 62% of survey respondents agreed that those rules-based recipes would improve the ease of use of their organization’s systems with tailored dashboards, industry-vertical requirements, and AI functionality.

Interviewees said these components enable more confidence and flexibility to extend access to reports and dashboards to both lower-level resources and those outside of finance. As a result, their organizations lessened the dependency on C-level resources to run ad hoc reports and generate more user-friendly monthly reports to democratize insights across more of the company. 

• Of the survey respondents who expect their organization to see process efficiencies with Intuit Enterprise Suite, 61% expect to improve the process around running and refreshing reports for operations and sales roles.
• The CFO at a financial services organization said Intuit Enterprise Suite led to reporting efficiencies for them by enabling access for sales and operations roles. They said: “In the future, we expect our CFO to spend 50% less time running ad hoc reports for sales and operations roles by enabling role-based access control in Intuit Enterprise Suite. We get anywhere from two ad hoc requests a week to two requests per month. Depending on the complexity of the request, it can take anywhere from 30 minutes to 4 hours to generate the report now.”
• The same interviewee said reporting efficiencies and the democratization of insights resulted in better decision-making: “I think [giving access to sales and operations roles to view reports] would dramatically reduce some of the ad hoc requests that we get. Also, it could probably lead to better decision-making. Putting information in front of people in a way that’s easily digestible when they’re thinking about it is huge. When you have to ask somebody else to produce a report for you, you get disconnected and not only lose time, but you may not make as good a decision as you would have when you were in the zone dealing with the topic.”
• Eighty percent of survey respondents agreed that their organization would be able to generate better insights and reporting with Intuit Enterprise Suite.
• Interviewees said general employees save time because they become more self-sufficient and do not have to wait for reports. A CFO at a landscaping/construction organization said impacted sales roles could redirect their efforts to more value-add work for the organization. They stated: “We expect sales roles will experience 15% time savings when we give them access to view reports directly versus interfacing with someone else to generate the report. Sales will be able to spend more time on value-add work, such as quoting more projects.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• The CFO and bookkeeper resources collectively spend 480 hours per year on reporting for both ad hoc requests and reconciliation requirements.

• Prior to using Intuit Enterprise Suite, the composite’s bookkeepers were responsible for reconciliation-related reporting while the CFO was responsible for ad hoc report requests due to the lack of access control in the previous system.
• While having better underlying data improves the composite’s monthly reconciliation timelines, the CFO benefits from fewer ad hoc report requests by lending direct access to more general employees.
• The fully loaded average hourly rate for the CFO is $125, and the fully loaded average hourly rate for a bookkeeper is $30. Together, the blended hourly rate of the involved resources is $75.
• At the low range, the organization rolls out direct access to data and dashboards to general employees within sales and operations roles at a slow and conservative cadence. At the high range, the cadence is faster and more aggressive.
• The composite’s employees who are granted access to Intuit Enterprise Suite through RBAC achieve a 15% time savings from not having to make report requests and wait for the insights.
• The composite has a 50% productivity capture rate for this benefit because not all time saved will be redirected to value-added work for the organization.

Results. This yields a three-year projected PV ranging from $81,000 (low) to $257,000 (high).

Business Value From Better Decision-Making

Evidence and data. Interviewees said that with Intuit Enterprise Suite, their organizations benefited from a more cohesive ecosystem with streamlined technology and systems and more efficient processes supporting their many financial tasks and responsibilities. As a result, the organizations avoided the labor-intensive, manual processes of the past that held up or obscured critical business insights in poor quality data and extended processing timelines. With Intuit Enterprise Suite, the organizations unlocked these insights much sooner than they could before, unlocking business benefits from having more data to inform decision-making. Each interviewee said the value associated with better business decisions manifested differently at their organization depending on where it applied the uncovered insights but included use cases that increased revenue or improved company profitability.

• Of survey respondents who expect their organization would see better insights and reporting with Intuit Enterprise Suite, 58% said their company would measure that benefit through general decision-making effectiveness from better business intelligence (BI) reporting.
• On average, more than 50% of the same respondents said their organization would measure the benefit through the impact to project health, either to ensure the organization lands profitably more often or to identify project-level issues sooner from tracking real-time performance against margins. Survey respondents said they expect 31 more projects to land within their organization’s annual budget with Intuit Enterprise Suite.
  
  Additionally, respondents indicated that it currently takes 19 days to identify project-related issues and that the delay is associated with the monthly reconciliation process. Although the respondents said their organizations do not currently have access to real-time data or BI dashboards to identify issues and take mitigative actions any sooner, they said they believe using Intuit Enterprise Suite would allow them to identify project issues and act on them 18 days sooner — closer to the next day versus at the end of the month.
• On the reporting front, some interviewees’ organizations lost revenue opportunities due to delays in reporting timelines. The accounting manager for a real estate organization said this was especially relevant for their company, noting that the organization had previously lost out on property deals due to the extensive reporting effort that delayed requested information past the due dates set by banks. They said: “Now, when you’re buying commercial properties, [banks] want to see where all the money originated, where it passed through, and how it ends back [at the parent-company level]. For us to do that, we need to merge financial reports across our entities. Now, if we have four or five different people working together on this, it’s just not going to be accurate [due to the manual intervention]. Instead, some requests took me a week and a half to figure out. And by the time we created the necessary reports, the banks were like, ‘Oh, well, you guys are outside the agreed upon time.’” The interviewee explained that by missing these deadlines, their organization would lose out on the properties and the associated revenue.
• Some of the interviewees said their organization desired to use better insights to improve its annual budgets. The accounting manager at a real estate organization explained that due to the current state of their company’s financial ecosystem and poor reporting capabilities, it did not have enough transparency into their operations at the parent-company level to do any annual budgeting. They said: “Unfortunately, right now, we function on a month-to-month basis. We really want to get to a point to where we can do some budgeting, but it’s hard to get our arms wrapped around the data of all 16 properties when we have to run every report individually and then try to combine them all.”
  
  The interviewee said that in this instance, the organization expects to save money on its largest cost category of appliances by better tracking replacement cycles and maintenance windows across properties to better inform an annual budget. They explained that the increased transparency would enable their company to impact the bottom line or redirect funds to expand to purchase more assets.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• The composite organization generates $12 million per year, and it previously lost 1% of its annual gross revenue due to poor performance data quality and delayed business insights².

• As the composite adds more components and functionality to Intuit Enterprise Suite, it benefits from having more data in a cohesive and united system to inform decision-making and ultimately recover lost revenue.

Results. This yields a three-year projected PV ranging from $149,000 (low) to $239,000 (high).

Increased Efficiency Of Accounting Tasks: Invoicing

Evidence and data. Interviewees said prior to using Intuit Enterprise Suite, invoicing was completed within individual entities and was reviewed at the company level by high-level bookkeepers or even the CFO. Intuit Enterprise Suite streamlined the invoicing process to provide time savings for both bookkeepers and the C-level resources involved in the review process. Additionally, the interviewees’ organizations benefited from taking a more proactive approach to invoicing that unlocked capital sooner than before.

• Of the survey respondents who expect their organization to see process efficiencies with Intuit Enterprise Suite, 47% expect to see improvements specifically to the invoicing process.
• A CFO at a financial services organization said: “It used to take our bookkeeper and CFO 1 to 2 hours a day to enter and review sales invoices. With Intuit Enterprise Suite, we expect this to go down to 15 minutes a day.”
• A CFO at a landscaping/construction organization revealed the expected time savings within the invoicing process for their company: “We expect 15% time savings for individual bookkeepers at the entity level on the time spent reviewing invoices with Intuit Enterprise Suite.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• The composite’s invoicing efforts include the CFO and bookkeeper resources. Collectively, these resources spend 520 hours per year on invoicing across 10 entities and at the parent-company level.

• With Intuit Enterprise Suite, the composite organization streamlines the invoicing process to reduce time spent for the resources involved. At the low range, the organization benefits from having a consolidated view of invoices that reduces time spent collecting and closing those invoices. At the high range, the organization includes more functionality on Intuit Enterprise Suite and streamlines that functionality across all entities to achieve near automation of the invoice-collection and closing process by saving up to 95% of time spent by Year 3.
• The blended hourly rate for the involved resources is $75.

Results. This yields a three-year projected PV ranging from $11,000 (low) to $33,000 (high).

Increased Efficiency Of Accounting Tasks: Running Payroll

Evidence and data. Interviewees said that prior to using Intuit Enterprise Suite, their organizations processed payroll across multiple systems for different entities and even for various resource types. Consolidating payroll information was increasingly difficult at the company level and required manual workarounds that extended payroll processing timelines. With Intuit Enterprise Suite, interviewees’ organizations improved payroll processing and consolidated disparate payroll systems to Intuit Enterprise Suite to further improve and expedite the payroll function. 

• Of the survey respondents who expect to see process efficiencies with Intuit Enterprise Suite, 53% expect to see improvements specifically to the payroll process.
• A CFO at a landscaping/construction organization described the timeline for processing payroll before using Intuit Enterprise Suite and the efficiencies experienced with the platform: “We expect to run payroll for all four companies in about 2 hours with Intuit Enterprise Suite. Before, it would take 8 hours to process payroll for a single entity [due to the different systems and manual workarounds involved].”
  
  The interviewee said the impact of this extended far beyond the time savings; they also tied payroll efficiencies to better employee experience (EX). The CFO stated: “With Intuit Enterprise Suite, we’re now able to offer weekly payroll. Before [using Intuit Enterprise Suite], we could only offer biweekly payroll because of how laborious the payroll process was. We can now run payroll weekly without it being an administrative burden. And it will get easier over time because calculations and some other things within the system will get cleaner and more straightforward. This will be a direct benefit to the employees.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• Payroll processes include the CFO and bookkeeper resources. Collectively, these resources spend 960 hours per year on payroll across 10 entities and at the parent-company level.

• At the low range, the composite organization does not implement QuickBooks Payroll or QuickBooks Time functionality on the Intuit Enterprise Suite platform. Therefore, it does not realize any time savings with the payroll process.
• At both the mid range and high range, the composite organization implements QuickBooks Payroll and QuickBooks Time on the Intuit Enterprise Suite platform. While the mid range includes a conservative approach to implementation across the 10 total entities, the high range includes a more aggressive approach to unhooking prior payroll solutions to see 50% time savings in Year 1 and 75% time savings in years 2 and 3.
• The blended hourly rate for the involved resources is $75.

Results. This yields a three-year projected PV ranging from $0 (low) to $118,000 (high).

Technology Cost Savings

Evidence and data. The interviewees’ organizations were scaling rapidly through company and asset acquisition and organic growth, so they often inherited various back-end systems, solutions, and services. Additionally, many interviewees said their organization invested in third-party solutions or services to circumvent obstacles or fill gaps created by data fragmentation and manual process inefficiencies. Together, disparate technologies and time spent on associated vendor administration resulted in high technology costs. With Intuit Enterprise Suite, interviewees said they anticipate their organizations will streamline back-end systems for financial management and related processes to Intuit products on the Intuit Enterprise Suite platform to save on technology spent and resource time allocated to vendor management.

• Eighty-two percent of survey respondents agreed that they believe their organization would save on costs related to accounting software and point solutions with Intuit Enterprise Suite. Additionally, 63% envision saving on email automation software and point solutions by implementing additional Intuit products for email marketing automation through Mailchimp on the Intuit Enterprise Suite platform.
• The operations resource at a legal services organization said they believe their company could replace a third-party email service provider with Mailchimp to save on annual costs.
• The CFO at a financial services organization described using a third-party analytics tool prior to Intuit Enterprise Suite to augment reporting and analytics capabilities. The organization consolidated that functionality onto the Intuit Enterprise Suite platform to save on associated costs and to benefit from the improved capabilities. The interviewee said: “The outsourced product [we were using for analytics] was getting expensive and wasn’t communicating as well as I would have liked it to with our QuickBooks accounting system. Consolidating to Intuit and eliminating our annual contract with the third-party solution will save us $3,500 to $5,000 a year.”
• A CFO at a different financial services organization said their company inherited entities that use a competing ERP solution and that those entities will migrate to Intuit Enterprise Suite. They stated, "Eventually, we will be able to migrate 10 entities over to Intuit Enterprise Suite that currently use a competitive ERP solution to save on those annual costs as well.”
• An accounting manager at a real estate organization described how their company engaged with a third-party service to perform its consolidated reporting at the end of each month to avoid the process delays it was experiencing internally. They explained the organization will no longer need that service with Intuit Enterprise Suite as it will benefit from a more efficient consolidation process and better-quality data: “I was really interested in the consolidated reporting. Three months prior to [Intuit] contacting me [about Intuit Enterprise Suite], we had started a month-to-month relationship with a third-party vendor that [would go] into QuickBooks and synchronize your data for you across entities for purposes of consolidated reporting. I would much rather use [Intuit Enterprise Suite] to synchronize our data and do our consolidated reporting than have another third-party vendor just for that functionality.”
• A CFO at a landscaping/construction organization described the additional vendor administration time savings that having a dedicated customer success manager affords their company. They said: “We have access to [Intuit] resources a lot more than we did before. I feel like I’m getting additional value by essentially not having to pay my team to investigate and resolve issues and transitioning some of the burden over to Intuit. The level of service and access that I have [to Intuit resources and support] is exceptional.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

• The composite organization previously spent $12,000 per year on point solutions and comparative services to those available on the Intuit Enterprise Suite platform. These solutions included an analytics provider, an automated email marketing service, and individual accounts with competitive payroll vendors.

• At the low range, the composite organization’s consolidation effort is drawn out such that the company does not achieve cost savings in the first year. At the high range, the organization ends contracts with service providers immediately to see 75% cost savings in Year 1. Ultimately, the organization unhooks all prior solutions and comparative services by Year 3.
• A technology resource is responsible for vendor management of the prior solutions and services and thus spends 16 hours per month on related tasks.

• As the organization consolidates more prior systems and solutions onto the Intuit Enterprise Suite platform, it saves 25% to 75% of time spent on vendor management at the low range and 75% to 100% at the high range.  
• The average fully burdened hourly rate for a technology resource is $60.

Results. This yields a three-year projected PV ranging from $21,000 (low) to $52,000 (high).

Unquantified Benefits

Interviewees mentioned the following additional benefits that their organizations experienced with Intuit Enterprise Suite but were not able to quantify:

• Additional benefits from better decision-making, including more visibility into project forecasting and better allocation of budget. Interviewees said their organizations applied insights derived from company-level data and more accurate reporting to make better decisions that influenced both revenue and profit. This included better project forecasting and expedited project issue identification and mitigation efforts to ensure that more projects land profitably with Intuit Enterprise Suite.
  
  The CFO at a landscaping/construction organization described the impact of Intuit Enterprise Suite functionality on project forecasting: “[With QuickBooks Time,] there will be more visibility into who is clocked in and for how long so that there will be more accountability. Then, I can run the numbers on a project quickly to know where we are tracking [against forecasted budget] and to influence those numbers before a project is completely over, and there’s nothing you can do to change your numbers.” 
  
  The CFO at a financial services organization cited further impact of AI capabilities within project forecasting. They said: “There is the potential for adding AI functionality to project forecasting. This would allow us to perform quick analysis to influence forecasting questions during meetings. In these instances, accepting an AI type of answer with some margin of error is better to make the quick decision versus waiting to dig up a more detailed analysis.”

• Reduction in risk and ability to better meet compliance standards. Seventy-one percent of survey respondents said they expect Intuit Enterprise Suite to improve business continuity and reduce risks, and more than 80% expect it to enhance financial controls with rules-based triggers, alerts, and approvals.
  The interviewees said their organizations benefited from tighter access control functionality with Intuit Enterprise Suite that reduced the risk of data breaches through phishing attempts and the like. The operations resource within a legal services organization described a scenario in which role-based access control within the finance function would ensure that employees responsible for payroll and those responsible for onboarding and HR do not have the same capabilities within the system. The interviewee explained that their organization recently experienced a scamming issue that resulted in an unqualified resource making compensation adjustments and that they expect the RBAC within Intuit Enterprise Suite to reduce the risk of similar phishing and scamming attempts in the future.
  
  Additionally, interviewees said having tighter financial controls ensure fewer mistakes are made in data entry so their organizations can better meet compliance requirements. The CFO at a financial services organization explained: “We’re in a highly regulated industry, so [risk reduction] has been a big factor in our decision [to implement Intuit Enterprise Suite]. We previously had to rely on a third party to respond to regulatory requests. If we’re comfortable with our data and can respond to those requests in-house without having to bring in external accountants, it would help us keep our knowledge in-house and enable a deeper level of understanding. [With Intuit Enterprise Suite,] we have more financial control and visibility into that data. The external accountants weren’t giving us the data as clearly as we’re able to get it now.”
  
  In these instances, there is also an opportunity to avoid contracting with external consultants to meet compliance requirements. In fact, 70% of survey respondents said they expect Intuit Enterprise Suite to save their organization on audit fees or other efforts related to meeting compliance and governance requirements. 
• Better collaboration. More than 80% of survey respondents said they expect Intuit Enterprise Suite to improve collaboration within departments and/or across functions. Interviewees said the platform allowed employees to utilize the same systems across entities and that they generally had more transparency into company-level data and decisions. As such, it became easier to collaborate both within departments and across functions.
• A more attractive working environment for current and future employees. Interviewees said employees involved in financial tasks benefit from more streamlined processes and a more intuitive user interface with the Intuit Enterprise Suite platform. Additionally, they said most employees benefit from the more streamlined financial processes either directly or indirectly. For example, the CFO of a landscaping and construction organization said they expedited the payroll process to run payroll more often and that better employee experiences and bi-monthly pay cycles made the company more competitive in the market.
• Intuit partnership, which lends confidence to scale investment and avoid a larger systems-upgrade project. Many of the interviewees said Intuit Enterprise Suite provided access to a new level of customer support with Intuit. They described that Intuit resources helped troubleshoot and problem solve as well as providing insights into both existing and future functionality. Because of this, the interviewees’ organizations felt more confident in their Intuit partnerships, which made them more aggressive in implementing additional Intuit functionality on the Intuit Enterprise Suite platform and continuing to avoid larger systems upgrade projects.

Flexibility

The value of flexibility is unique to each customer. There are multiple scenarios in which a customer might implement Intuit Enterprise Suite and later realize additional uses and business opportunities, including:

• Further accelerating the invoice process with pay-enabled invoices. Interviewees said they expect future benefit from adding other Intuit products such as QuickBooks Payments to the Intuit Enterprise Suite platforms within their organizations’ financial ecosystems. These interviewees explained that by linking Payments to invoicing schedules, their organizations would see additional value from pay-enabled invoicing (e.g., accelerated invoicing schedules).
  
  The CFO at a landscaping/construction organization elaborated on the impact of streamlining the invoicing process with pay-enabled invoicing: “Historically, we didn’t bill until the end of the month because the process was so laborious. Now that [the invoice process] is streamlined, we’re looking at invoicing weekly. This cuts off 21 AR days which we estimate will free up a hundred thousand dollars in capital that’s currently just stuck in AR. So that’s a real number that we’ve run reports on."  
• Influencing decisions (e.g., marketing dollars spent) outside of the financial department. Some of the interviewees said that because Intuit Enterprise Suite is compatible with Intuit products outside the financial ecosystem, their organization is interested in either migrating to Mailchimp for its email marketing automation software or integrating its existing Mailchimp accounts with the Intuit Enterprise Suite platform.
  
  An operations resource at a legal services organization said they anticipate future value when their company integrates Mailchimp with its payment processor to inform sales on upsell and cross-sell opportunities. One of the organization’s businesses offers different services by state, so the interviewee said they believe integrating Mailchimp and the payments processor would help narrow in on offerings depending on where customers engage geographically.
  
  A CFO at a financial services organization offered another example of how Mailchimp could provide additional value inside their organization’s events operations: “[We expect to see value with Intuit Enterprise Suite] in making decisions on where to put our money in marketing and what types of leads and strategies we want to pursue as well as in events. We do a lot of traveling and events, so [we’re] looking into the events, seminars, and classes we put on to see if they end up producing enough revenue to cover the cost. Before, those decisions were more arbitrary.”

Flexibility would also be quantified when evaluated as part of a specific project (described in more detail in Appendix A).