Streamlining Operations in Senior Care: A NetSuite Implementation Case Study

Client Background

A not-for-profit leader in senior care, this organization operates 11+ communities, a pharmacy, and outpatient therapy management services, serving thousands of older adults across multiple states.

Challenge

The organization faced significant challenges with their outdated Microsoft GP system. The legacy system presented security risks, compliance issues with industry regulations, and complexities in managing multiple databases. Manual data entry resulted in duplication errors and inefficiencies. Additionally, maintaining this on-premise system required frequent hardware updates, contributing to a high total cost of ownership. The lack of visibility across vendors and subsidiaries further complicated procurement processes, making it difficult to achieve the desired operational efficiency.

Solution Overview

To address these challenges, we implemented NetSuite, a cloud-based business management suite, to streamline their end-to-end accounting requirements across all subsidiaries. Key aspects of the solution included:

  • Deployment of NetSuite OneWorld, Finance & Accounting, Procure to Pay, and Fixed Assets modules for centralized data management.
  • Successful integration with their in-house data warehousing system, Solver BI, and Workday Adaptive Budgeting for enhanced financial management.
  • Implementation of blank check stock printing aligned with bank specifications for MICR gauge accuracy.
  • Management of complex expense allocations for subsidiaries and locations using NetSuite’s platform.
  • Custom report configurations using NetSuite Analytics to provide advanced reporting capabilities.

Key Outcomes

  • Cost Savings: Significant savings on hardware and software maintenance by transitioning to a cloud-based system.
  • Enhanced User Experience: The intuitive interface of NetSuite facilitated swift ERP adoption across all users and subsidiaries.
  • Improved Efficiency: NetSuite delivered improvements in data accuracy and enabled the adoption of best practices, driving the organization’s digital transformation.
  • Financial Clarity: Executives gained a 360-degree view of the AP process, financial consolidation, and budgeting, empowering better decision-making.
  • Future-Ready: The solution laid the foundation for further SaaS integrations, supporting the organization's long-term goal of greater automation and efficiency.

The successful implementation of NetSuite has not only addressed the immediate challenges faced by the organization but has also set a strong foundation for future growth and efficiency in the senior care sector. By modernizing their operations and integrating a robust cloud-based ERP solution, the organization has enhanced data visibility, streamlined processes, and improved compliance with industry regulations.

The digital transformation journey has empowered executives with comprehensive financial insights, enabling better decision-making and fostering a culture of best practices throughout the organization. As they continue to innovate and adapt to the evolving landscape of senior care services, the organization is well-positioned to achieve sustainable success and provide exceptional care to its residents.

With the potential for further SaaS integrations and increased automation, the organization is set to enhance its operational capabilities, ensuring that it remains at the forefront of the senior living industry.

Want to learn more?
Talk to our experts.
Book a Consultation
Untitled UI logotext
SaasWorx is a AI first Consulting Firm focused on digital & data transformation along with our partners Salesforce, Snowflake and Oracle NetSuite. We currently operate in North America, India, Africa, and Singapore.
© SaasWorx. All rights reserved.