Case Study
Accounting Software Selection
Healthcare
INDUSTRY
550
EMPLOYEES
$1.2B
ANNUAL REVENUE
Background
Our fast growing, multi-location, multi-entity healthcare client had outgrown their QuickBooks accounting system. The large, national chain anticipated continued growth and needed both financial and non-financial data reporting.
Objective
- Obtain company buy-in for new accounting system by creating awareness of user needs
- Present an array of accounting systems, reputable value-added resellers, and implementation teams with proven records for achieving successful implementations on-time and on-budget
- Select an accounting system that is easy to learn, allows integrations with multiple systems, allows data import, can handle a high volume of transactions, and has a comprehensive, customizable, and easy-to-use reporting system
Solution
- Documented all processes, procedures and reporting needs of each department, including sales, operations, shipping, accounting, marketing, management reporting, board reporting, audit preparation, cash management, asset management, expense management, and payroll
- Presented recommendation for system that fixed various accounting issues
- Gained team buy-in on the need for and selection of new accounting software
- Identified and recommended implementation team to support a seamless integration of the new software
- Developed project plan and budget with a go-live anticipated date that is acceptable to both the Company and the implementation team
Saved more than 30% over 5 years on
software and implementation cost
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Annual Budget Reboot
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Financial Reporting & Accounting Function Enhancement
