A Conversation with Texas A&M AgriLife: Stronger Controls, Improved Accuracy, and Streamlined Reconciliations

Case Study

We caught up with Jessica Lee, Director of Software Platforms at Texas A&M AgriLife, to find out more about their journey from chasing unmatched and outstanding items to clear visibility and streamlined workflows.

Q: Jessica, can you introduce yourself and explain the challenges Texas A&M AgriLife faced before implementing Trintech?

A: My name is Jessica Lee, and I’m the Director of Software Platforms for Texas A&M AgriLife. A lot of people don’t realize that Texas A&M AgriLife is its own entity within the broader Texas A&M System. We’re made up of three primary areas – research, extension, and Texas Veterinary Medical Diagnostic Laboratory – and we’re one of about 19 agencies under the system umbrella.

Before Trintech, one of our biggest challenges was managing unmatched and outstanding items. It was extremely time-consuming, and we lacked clear visibility into what those items looked like across the organization.

Prior to having Trintech in place, it always felt like we were chasing items instead of resolving them.

Q: Can you tell us more about your journey with Trintech?

A: The first benefit we gained was clear visibility, at which point it became obvious that we needed a more centralized approach to our reconciliations.

We expanded our usage and now have stronger controls, better accuracy, and significantly more streamlined processes.

Q: How has Trintech helped you in your role?

A: Once Trintech was fully up and running, it made a huge difference for us.

As the only administrator for our agencies, having one reliable system to manage everything has been incredibly helpful. Instead of being buried in manual reconciliation work, I’m now able to focus on solving issues, innovating, and moving our agencies forward.

Measurable Benefits: Visibility, Efficiency, and Focus

Q: What benefits have you realized since implementing Trintech?

A: The biggest benefits have been:

  • Clear visibility into unmatched and outstanding items
  • Stronger internal controls
  • Improved reconciliation accuracy
  • Streamlined workflows

Trintech allows us to stop chasing issues and start resolving them efficiently.

Q: How would you describe your partnership with Trintech?

A: Working with Trintech has been a real partnership; the product is solid and it truly delivers.

Once you put in the work to configure and run Trintech effectively, it makes a real difference. I’ve personally seen how committed Trintech is to their clients and to helping organizations reach their next level of financial transformation.

I would describe the partnership with Trintech as incredible.

Q: What advice would you give to organizations considering financial transformation?

A: Don’t wait.

If you’re thinking about financial transformation in any way, delaying only means you’ll continue to deal with the same headaches. The sooner you implement these tools, the sooner you’ll see efficiencies, stronger controls, and better outcomes.

Once you dive in, you’ll wonder why you didn’t do it sooner.