Leading Senior Living Organization Modernizes Financial Operations with Oracle NetSuite Cloud ERP

Overview

Founded nearly a century ago, this leading not-for-profit senior living organization has grown from a single community into one of the largest senior care networks in the United States. With 11+ senior living communities, along with pharmacy and therapy management services, the organization employs over 2,800 associates serving thousands of older adults nationwide.

Operating more than 50 subsidiaries across the U.S., the organization had been using an on-premise ERP system for over two decades. As the platform neared end-of-life, its limitations became increasingly evident. Fragmented databases, manual financial consolidations, and delayed reporting hindered agility and accuracy. Managing compliance across multiple entities and adapting to new business initiatives required

time-intensive manual work, making modernization essential.

Challenges

The organization’s legacy Microsoft Great Plains ERP could no longer support its complex, multi-entity structure. Key challenges included:

• Multiple databases leading to duplicate entries, data silos, and security concerns.

• Manual financial consolidation, delaying period close and audits.

• High total cost of ownership (TCO) due to infrastructure maintenance and outdated architecture.

• Limited visibility across entities, slowing management decision-making.

• Difficulty integrating with modern applications used in healthcare and senior living operations.
  

To maintain compliance, improve efficiency, and support its mission of service, the organization needed a modern, cloud-based ERP that could unify data, automate financial processes, and scale seamlessly with growth.

The SaasWorx Solution

The organization partnered with SaasWorx to implement Oracle NetSuite Cloud ERP, replacing its outdated legacy system with a modern, unified platform for financial and operational management. The transformation focused on consolidation, automation, and integration across more than 50 subsidiaries in the U.S.

Key components of the implementation included:

• Deployment of core financial, procurement, and fixed-asset modules to create a centralized financial system.

• Invoice automation through SuiteApp OCR, improving efficiency in vendor billing and payment cycles.

• SuiteAnalytics dashboards for real-time visibility across ledgers, budgets, and spend analysis.

• Integrations with key third-party systems including Workday Adaptive Budgeting, Solver BI, and clinical care applications.

• Custom-built expense allocation logic and check-printing formats to meet industry-specific operational needs.

• Development of over 130 automated allocation rules, streamlining cost distribution and intercompany transactions.

Through SaasWorx’s deep implementation expertise, the organization successfully migrated its financial data, optimized its processes, and established a future-ready financial ecosystem.

Results & Key Outcomes

The transformation delivered measurable improvements in efficiency, accuracy, and scalability:

• Centralized and automated finance operations across 50+ subsidiaries.

• Faster accounts payable cycles and improved vendor management.

• Reduced total cost of ownership (TCO) and minimized manual reconciliation.
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• Real-time visibility into consolidated financial and operational data.

• Stronger compliance and audit readiness, supported by automated controls.

• Agile foundation for rolling out new entities and initiatives with minimal effort.

Future-Ready Finance

By moving to Oracle NetSuite Cloud ERP, the organization has modernized its financial backbone and built a platform that supports innovation and growth. With connected systems, stronger controls, and continuous visibility, it now operates with greater clarity, agility, and resilience—ensuring that its mission of serving older adults continues with efficiency and excellence.

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