Story
Sage
IvantiIvanti Runs Record to Report with Sage
Ivanti, an information technology organization in the United States, uses Sage Copilot from Sage to support record to report for controllers and shared services.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial close has a clear owner |
| Risk and compliance | Sage Copilot is the governed place controllers and shared services use for record to report |
| Capability | New joiners can see how record to report actually runs |
Story
Ivanti grew financial close faster than the local tools around it. From the United States, information technology teams still had to serve customers and internal partners who expected a straight answer. Controllers and shared services were the ones stitching the picture together by hand.
Rolling out Sage Copilot put record to report on Sage. Sage provides accounting, ERP, and HR software used by small and midsize businesses to run finance and operations. Ivanti keeps the product in the path where work already happens, so controllers and shared services do not context-switch into a graveyard system used only for audits.
The visible result is steadier record to report. Financial close is easier to inspect, and adjacent groups can join controllers and shared services without a guided tour of someone's desktop.
