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West harbor healthcare - United States

West Harbor Healthcare sets sail for sunnier shores with Sage Intacct

Nursing home operator cuts budgeting time and gains breakthrough business insights with Sage software, setting it on course for growth

Spreadsheet-based reporting doesn’t align with growth goals

With ambitious growth goals, West Harbor required robust and sophisticated financial management that was lacking with its use of Excel for budgeting and QuickBooks for accounting. Putting together
an annual budget required administrators at each nursing home to manually input about 400 lines of data into a spreadsheet.

We had no way to compare the budget to our actuals on an ongoing basis. It was craziness.

Mette O’Connor
Controller

Semi-automated budgeting

West Harbor has seen a big efficiency gain using scenario modeling in Sage Intacct Budgeting and Planning to calculate revenue by patient days, a metric that accounts for income and expenses for each day a patient spends in a facility. Overall, West Harbor cut its budget creation cycle from three months to six weeks, a 50% reduction.

Now I can just put actual patient days into a grid I built in Sage Intacct Budgeting and Planning, and revenue calculates automatically from that.

Mette O’Connor
Controller

Data at its fingertips

West Harbor is now achieving critical business insights with budget vs. actual reporting in Sage Intacct, a huge improvement over the limited comparisons between financial statements and spreadsheet budgets of the past. It now has line-item breakdowns around the patient days metric that reflects labor, overtime, food costs, nursing supplies, and other expenses.

The biggest thing is having data at our fingertips to make informed decisions without looking at 20 different reports.

Mette O’Connor
Controller