Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview Bay County Medical Care Facility is a government owned and operated skilled nursing facility with 206 beds dually certified by Medicare and Medicaid. It provides 24-hour rehabilitation services, dementia care, and hospice care via an assessment team of nursing, dietary, social work, physical therapy, occupational therapy, speech therapy, restorative, and activity staff. Executive Summary Previous So ware: • ADL Data Systems Results with Sage Intacct: • Reduced spending 5-7% through improved visibility and accountability • Achieved 50% gross margin improvement • Improved reporting accuracy 70% • Slashed monthly close cycle by 90% • So ware paid for itself in about 5 months Challenges $26 Million Facility Matures Financial Processes to Be er Serve Community For over 50 years, Bay County Michigan has operated a medical care facility (BCMCF) to provide critical skilled nursing services for the community's aging residents. Over time, the facility has grown from 80 beds to over 200, and is currently undertaking a major renovation. However, prior to 2001, BCMCF outsourced its accounting function and relied on legacy on-premises back office systems and Excel spreadsheets to manage financials. A er trying a few different accounting solutions, the facility decided to deploy Sage Intacct and integrate it with the company's MatrixCare clinical so ware. During this time, they also offered a new in-house staff accountant position to long-time purchasing agent Carrie Brozewski. She brought deep knowledge of the organization into her new role, but didn't have the bandwidth to get up to speed on accounting best practices, government reporting requirements, or the new financial management system. Existing manual purchasing processes required so much of her energy that she was only able to spend 20% of her time on producing financial statements for the board. Five years ago, BCMCF hired Mike Regulski as a part-time finance director to help Brozewski take the organization's accounting practices to the next level. According to Regulski, "A er 30 years working for Bay County and running its financial systems, I initially had misgivings about the way accounting had been structured at the medical care facility. But as we learned more about Sage Intacct's capabilities, restructured our chart of accounts to support state mandates, and adopted new modules, my whole outlook changed. Sage Intacct is very robust, and I'm pleased to see all of the efficiencies it brings to our finance team." Solutions Automation Increases Productivity by 50% and Slashes Monthly Close by 90% In recent years, BCMCF has moved beyond the basic functions of Sage Intacct and leveraged the powerful cloud-based so ware to eliminate Excel-based processes and duplicate data entry— improving the finance team's overall productivity by at least 50%. In particular, Sage Intacct's automated purchasing workflows save Brozewski quite a bit of time over her previous process of tediously chasing down paper-based purchase requisitions and purchase order (PO) approvals. $26 Million Facility Matures Financial Processes to Be er Serve Community Bay County Medical Care Facility C A S E S T U D Y

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