A Senior Living Leader Modernizes Operations with Oracle NetSuite ERP
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.
The organization’s legacy Microsoft Great Plains ERP could no longer support its complex, multi-entity structure. Key challenges included:
- Multiple databasesLeading to duplicate entries, data silos, and security concerns.
- Manual financial consolidationdelaying period close and audits.
- High total cost of ownership (TCO)due to infrastructure maintenance and outdated architecture.
- Limited visibilityacross 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.
A unified Oracle NetSuite Cloud ERP built for scalable financial and operational management
The organization partnered with SaasWorx to implement Oracle NetSuite Cloud ERP, replacing its outdated legacy system with a modern, unified platform for financial and operational management.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.
- Core Financial Management: Deployed core financial, procurement, and fixed-asset modules to create a centralized financial system.
- Invoice Automation: Implemented SuiteApp OCR to improve efficiency across vendor billing and payment cycles.
- Real-Time Analytics: Built SuiteAnalytics dashboards to provide visibility across ledgers, budgets, and spend analysis.
- Third-Party Integrations: Integrated NetSuite with key systems including Workday Adaptive Budgeting, Solver BI, and clinical care applications.
- Custom Financial Logic: Developed expense allocation logic and check-printing formats to address industry-specific operational requirements.
- Automated Allocations: Created more than 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.
Measurable improvements in efficiency, accuracy, visibility, and scalability
The transformation delivered measurable improvements across finance operations, enabling the organization to reduce manual effort, strengthen controls, and scale its multi-entity operations with greater efficiency.
- Centralized Finance Operations: Unified and automated financial operations across 50+ subsidiaries.
- Faster Accounts Payable: Accelerated accounts payable cycles and improved vendor management.
- Lower Cost of Ownership: Reduced total cost of ownership (TCO) and minimized manual reconciliation.
- Real-Time Visibility: Enabled real-time access to consolidated financial and operational data.
- Stronger Compliance: Improved compliance and audit readiness through automated financial controls.
- Scalable Foundation: Established an agile foundation for launching new entities and initiatives with minimal effort.