Case Studies Blog

Alabama Rural Electric Association

marketing@venntechnology.com (Bjørn Koding) — Thu, 29 Jan 2026 18:46:01 GMT

Automated Stripe Intacct Payments Improve Cash Flow and Reduce Manual Work

Alabama Rural Electric Association (AREA) supports its members with essential electric services across rural communities. But behind the scenes, payment processing had become increasingly manual and time-consuming. With many members needing to pay by credit card over the phone and invoices often sitting unpaid, AREA partnered with Venn Technology to modernize its payment workflows and improve the experience for both staff and members.

Journey Health & Lifestyle

marketing@venntechnology.com (Bjørn Koding) — Wed, 02 Apr 2025 15:49:49 GMT

Custom Stripe–Acumatica Integration Allows Flexible Payment Processing for Senior Healthcare Product Leader

Journey Health & Lifestyle—a leader in healthcare products for seniors—needed a solution to streamline their unique payment processing. Catering primarily to an older demographic, the company relies on a dual-channel approach: while many transactions occur online, a large percentage are handled manually via phone. Faced with the challenges of manual data entry and the complexities of installment payments, Journey Health partnered with Venn Technology to bridge their ERP and payment processing systems.

Lectric eBikes

marketing@venntechnology.com (Bjørn Koding) — Fri, 07 Feb 2025 18:21:25 GMT

Shopify, Sage Intacct, and ShipHero Integrations Automate Financial Workflows and Fuel Rapid Growth for Lectric eBikes

How it works: Venn Technology integrated Shopify, Sage Intacct, and ShipHero to automate data flow and streamline accounting processes.

Robin Hood

mbell@venntechnology.com (Melissa Bell) — Wed, 07 Aug 2024 15:23:57 GMT

Robin Hood Transforms Grant Management and Donation Processing with Salesforce and Sage Intacct Integration

Open Government Partnership

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:34:27 GMT

In just two short months, Venn took international non-profit, Open Government Partnership, from limited and frustrated—to effortless, efficient, and effective.

Dedicated to promoting democracy around the globe, Open Government Partnership (OGP) had grown and thrived under the umbrella of its much-larger nonprofit fiscal sponsor. One of several projects piggy-backing on that organization’s digital ecosystem, OGP was ready to “leave the nest."

So, with the spin-off deadline looming large, OGP raced to get a robust accounting and CRM integration of its own, live, before hundreds of key partner contracts expired at year-end.

The OGP team had identified Sage Intacct and Salesforce as the best platforms to support their operations across multiple countries and currencies but wanted their CRM implemented very differently than others they had used. So, when the two VARs OGP had narrowed their search to recommended Venn Technology as best qualified to tailor a system to meet their unique needs and wants, the introduction to Venn was made.

Together Venn and OGP spent a full day white-boarding the desired process architecture and, due to the imminent deadline, arrived at a strategic prioritization. The project was broken into three steps: a contract sprint, a revenue sprint, and an operational sprint. Clearly, if OGP couldn’t launch as an independent organization with signed partner contracts in place, that failure could have seriously compromised the organization’s credibility and reputation.

According to Judith McCormack, OGP's Director of Finance, “We had our own vision of how we wanted our scenario to work. We threw this 120-bullet wish list at Venn, and they told us what was realistic, suggested alternatives, and threw what-ifs at us, like: ‘What if we could save you money by doing it this way, instead?’” Added McCormack, “Working with Venn was educational—a true thought partnership.”

The system needed to be robust enough to support OGP’s far-flung staff—more than half operating outside the US—as well as dozens of multinational partners and contractors. At this point in the organization’s history, the system would have to track the multi-faceted financial contribution history of each of the 79 countries OGP had now grown to impact.

“The newfound, instant visibility into our data (instead of waiting weeks as before) was game-changing,” says Annora Borden, Grants Officer—adding “Venn was wonderful to work with. They met our impossible deadline, helped us build systems that meet our impossible needs, and earned deepest appreciation.”

Founded by eight government and nine civil society leaders from the United States, Brazil, India, South Africa, Indonesia, Mexico, Norway, the Philippines, and the United Kingdom, —OGP was launched in 2011 to provide an international platform for domestic reformers committed to making their governments more open, accountable, and responsive citizens.

DeVere Insulation

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:33:05 GMT

“Venn was able to break down the complexities in simple, real-world terms so that every member of our team could understand and buy into the process.”

DeVere, one of the Mid-Atlantic’s largest commercial insulation contractors, learned the hard way what happens when you take a DIY approach to Salesforce and miss opportunities to take advantage of updates. They had modeled Salesforce after an earlier system they liked, but when clients do that, such over-customization often limits the ability to effect modifications in the future. So now, a decade later, working with their VAR to integrate Intacct with Salesforce, hidden structural problems of their own doing began to manifest and multiply.

Oklahoma State University Alumni Association

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:29:08 GMT

OSU Alumni enjoy instant association access thanks to Venn

The Oklahoma State University Alumni Association saw the handwriting on the wall. In a world where consumers demand instant-access and instant-gratification through Netflix-like experiences from every brand’s website, it’s no surprise the organization decided the time was right to embark on a digital transformation of its own.

Shelter Holdings

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:28:26 GMT

Not only did Venn seamlessly integrate Intacct and Procore, they created a framework that will save Shelter Holdings time and money on future Procore integrations.

Brilliant Corners

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:27:19 GMT

Integrations Between Sage Intacct and Salesforce Streamline Operations and Enable Growth for Brilliant Corners

Challenge

Brilliant Corners, a nonprofit providing housing and services for people experiencing homelessness, was managing a crucial workflow through an unwieldy spreadsheet. The organization administers rent subsidies for thousands of clients on behalf of local government agencies.

Keeping track of client information, rental payments, and vendor data in a massive spreadsheet was highly cumbersome and time-intensive. As the number of clients grew, it became challenging for staff to accurately maintain the "rent roll" spreadsheet. Brilliant Corners needed a better system to automate and streamline this critical operations process at scale.

Schrute Farms

marketing@venntechnology.com (Bjørn Koding) — Thu, 22 Feb 2024 19:26:46 GMT

Automated data sync between Stripe, Salesforce, and Sage Intacct gives Dwight Schrute the visibility he needs into his 60-acre agrotourist attraction in Scranton, Pennsylvania.

Challenge

Schrute Farms, a 60-acre agrotourist attraction and locally acclaimed beet farm in Scranton, Pennsylvania, was put to the test when a new competitor entered the market.