Santa Marta
Thriving with automation and visibility
Santa Marta is a premium senior living community built for its retired residents to thrive. Since it focuses on ease for its residents, it needed its own outdated, manually intensive financial processes to keep pace. Wipfli delivered a turnkey Sage Intacct implementation and EMR integration that eliminated inefficiencies in key accounting processes and elevated financial reporting and census insight. Wipfli has become a trusted partner to support Santa Marta’s impact and longevity.
The Challenge
Santa Marta’s financial operations were highly manual and time-intensive, slowing accounts payable, approval workflows, budget variance reporting and, ultimately, financial reporting. A disparate electronic medical record (EMR) system and the lack of an ERP system hindered visibility into key metrics. Santa Marta needed a way to increase automation, eliminate siloed, manually intensive processes and provide dynamic, timely reporting.
The Solution
Based on past positive experience, Santa Marta’s director of accounting selected Sage Intacct’s ERP solution and Wipfli as the implementation partner. Wipfli executed a turnkey implementation of Sage Intacct and EMR Connect, connecting critical data points like census data, profit and loss statements and AR balances. The team automated accounts payable approval processes and created reports and dashboards that provide real-time visibility for board members. Wipfli aligned its curated industry- specific knowledge with Santa Marta’s long-term overall goals and needs so that the tech implementation was built on a foundation that helps ensure Santa Marta will realize the maximum value of its investment.
“My experience with Wipfli has been phenomenal. The way they interact, the questions they answer, the way they quickly research a solution — when we call with a question, they find an expert with an answer.
The results
With Sage Intacct and EMRConnect up and running, Santa Marta has been able to reduce AP processing time by 50%, fully automate AP approval processes and save 10 hours per week for company directors, reduce month-end reporting by 10 days, reduce month-end reconciliation of bank accounts to 1.5 days, and implement real-time budget variance reporting within 24 hours of its month-end close. The C-suite and board now have robust dashboards and reporting to review comprehensive profit and loss statements, AR balance variances and capital project tracking.
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reduction in turnaround time for month-end reporting
