The Solution: Intacct Cloud Accounting Software, Microsoft Dynamics CRM, And A Custom-Created Cargas Application
With the combination of Intacct cloud accounting software and “Unicorn” (a custom business application), Cargas built a custom billing solution to meet the unique needs of TRIOSE, supporting their business processes and keeping their healthcare clients in mind.
The Intacct features used by TRIOSE include the platform’s multi-entity, core financials, and order entry functionality.
“We can now readily access accurate data on a daily basis, and Intacct allows us to have dashboards that make it easy to review and analyze data,” shared Hanney. “We can generate reports so our company’s owners can have information about cash flow, P&L, and more at their fingertips.”
Unicorn has already succeeded in saving Hanney’s billing team time. Using various billing parameters, Unicorn automates billing for their healthcare clients. Some of the application’s key features include customized cost allocation, invoicing, and address validation.
Hanney’s team now has more automated control over the billing process because of the solution. “It has removed some of the need for manual steps during the billing process—and as a result, saves us time and minimizes the risks of error. Unicorn has the capacity to handle massive amounts of data—parsing and scrubbing it to ensure its integrity. It also applies pricing and automates our billing process. A simple invoice that used to require 45 minutes to process, now takes just 15 minutes.”
Eventually, Unicorn will also integrate with TRIOSE’s financials.
The Microsoft Dynamics CRM solution is currently being implemented and will serve as TRIOSE’s one-stop repository for all its client information. It will enable the company to provide greater value to its clients through more efficient access to and sharing of customer data between TRIOSE team members.
“Anyone in our company will be able to view our clients’ information and see all the contact history, transactions, and relevant notes to serve customers better,” said Hanney. “Our operations and sales departments—employees who are client-facing or vendor-facing—will use it most. It will interface with Outlook and provide ease in accessing data about customers and our past interactions with them.”
Benefits: Scalability and Cost Efficiency
Hanney said that after all three products are fully implemented, everyone within the company will be interacting with and benefiting from each of them on some level.
“We’ll have better insight into our customers and our financials—and we’ll save time and money,” explained Hanney. “We’ll have the freedom to do more extensive data analysis and reporting, tasks we didn’t have the capacity to do before.”
She shared that her staff has been pushing out thousands of invoices a year and will be able to do far more through the automation the solution provides—and that will support the company’s rapid growth without adding additional full-time employees.
“I would recommend Cargas to other businesses who struggle with systems and processes that they may have outgrown or systems that have become inefficient. Our dedicated team from Cargas—Jon, Rob, and Jodie—took the time to learn our processes and grasp how each piece of the puzzle is connected. They really understand our business and are always responsive to our needs.”