CASE STUDY

Clearview Cancer Institute

Clearview Cancer Institute is North Alabama’s leading cancer treatment facility. For over 30 years, the organization has provided leading-edge treatment and compassionate care to those diagnosed with cancer or blood disorders. Clearview offers every service and amenity needed in an outpatient setting, and is dedicated to research and involvement in Phase I-IV clinical trials, which gives patients the opportunity to receive potentially life-saving treatment options.

At-A-Glance Results

0%
Increase in Finance Team Efficiency
0%
Shorter Month-End Close
0
Centralized Accounting System

Client Snapshot

Industry:

Healthcare

Business:

Cancer Treatment

Locations:

Alabama

The Challenge

Small-scale accounting software couldn’t support Clearview Cancer Institute’s expanding operations.

Small-Scale Accounting Software

QuickBooks—Clearview's previous accounting software—wasn't built for a growing multi-entity company. 

Disorganized Historical Records

Users had to manually dig through data to find specific metrics.

Disconnected, Manual Workloads

Data entry and allocations were entirely manual and took hours each week.

Limited Customization

Users with different data and reporting needs were forced to use the same rigid dashboards.

The Solution

Sage Intacct offered multi-entity cloud accounting benefits to help the organization grow and support more patients.

Multi-Entity Cloud Accounting

With Sage Intacct, Clearview can review data like corporate expenses across multiple locations in real time. 

Data Made Simple

Data from invoices, bank and credit card statements, and payroll software can be sent to Sage Intacct in seconds.

Hours of Time Saved Weekly

Clearview saves hours each week by automating reconciliations and allocations.

Personalized Screens

Users can customize their Sage Intacct screens and dashboards to access relevant data instantly.

Implementation

Cargas led a guided Sage Intacct implementation in 2018 and integrated key platforms to create one consolidated, powerful accounting solution.

1: Discovery & Requirements Gathering

Previously, Clearview was managing all of its accounting in Intuit QuickBooks Enterprise, software that simply wasn't built for a multi-entity company with the kind of growth it was expecting.  

The finance team knew that in order to manage the granular reporting needs their expanding business required, it was time to embrace a modern, cloud-based financial management solution.  

"On QuickBooks, we were keying in all of our receivables from the bank by hand, which took two or three hours every week. We also had to dig through the data manually if we ever wanted to evolve the way we looked at our metrics, so we often just didn't bother," remembers Carol King, the lead accountant at Clearview Cancer Institute. 

2: Accounting Configuration

King's team settled on Sage Intacct as their financial platform of choice, and brought on Sage consulting partner, Cargas, to help with a quick migration and implementation.

"Cargas walked us through every aspect of Sage Intacct and helped us think ahead about what we might need from our financial software in the future," shared King. "They got us to look outside of the little QuickBooks box we were used to, and embrace new processes that will definitely help us stay agile as we grow." 

3: Integrations & Customization

Since adopting Sage Intacct as the best-in-class backbone of both Clearview's operational and imaging entities, King estimates that the finance team avoids hours of weekly data entry, weeks of manual allocations in Excel, and at least a day of report preparation each month. These benefits are a result of the new system's powerful multi-entity capabilities—including dynamic allocations, streamlined reporting, integrated accounts payables automation from Sage Intacct partner Yooz, and rapid data imports.  

The team can now import pertinent details from their bank, credit card statements, payroll software, and time system directly into Sage Intacct at the click of a button. All of these savings helped slash the organization's monthly close from a couple weeks to no more than a day and a half. 

"I absolutely love the way dynamic allocations work in Sage Intacct," said King. "The system instantly divvies up corporate expenses across our locations based on the number of both doctors and other staff at each site. Rather than just treating each facility the same, we were able to set up a more precise model that takes the size of each location into account, and it works perfectly every time." 

4: Training & Adoption Support

Both Daecher and Duffield remarked that they appreciate how the Cargas team listened to and understood them.

“From the first conversation, they took the time to understand us. It never felt like a sales process; it felt like a solutions process,” shared Duffield. “Eric [Gervase] and Wes [Kintner] did a fantastic job.”

He said he was impressed by how quickly Gervase and Kintner identified which resources within Cargas were ideal for the project. They also facilitated McKonly & Asbury’s direct relationships with HubSpot.

Duffield added that [Daniel] Hayes’s project management contributed to the smooth and successful implementation. “Daniel’s organizational skills kept us focused and on track. The implementation roadmap he created was broad enough to provide the big picture yet included enough minutia, so nothing got missed. Everyone knew what they had to do and when.”

According to Daecher, the Cargas team helped them think through the best way to approach the implementation for maximal efficiency and results. Cargas prepared them for what information they needed to relay to their team.

“We went through a very thorough and thoughtful process with the Cargas team about what we were looking for, and they delivered,” explained Daecher. “It was a huge change for us, and they worked with us to achieve success. The fact that the rollout and implementation went so smoothly is such a testament to the Cargas team.”

Results & Impact

Sage Intacct saves Clearview Cancer Institute hours each week by automating key tasks and effectively managing up-to-the-minute financial data.

25% Increase in Team Productivity

Since adopting Sage Intacct, the finance team avoids hours of weekly data entry, weeks of manual allocations in Excel, and at least a day of report preparation each month.

Personalized Screens

Each member of the finance team monitors important balances, metrics, and trends on their own personalized Sage Intacct dashboard.

Dynamic Allocations and Multi-Entity Reporting

Sage Intacct organizes financial data based on location, staff, and other key differentiators to evaluate business performance.

“Now that Sage Intacct makes our finance team at least 25% more efficient, we can go home on time and get to see our families more—that’s huge. Even with more doctors and transaction volume, finance hasn’t slowed down. And as we grow, we’re continuously trying out new ways to track and improve our performance across various dimensions of the business, so it’s been a saving grace that Sage Intacct makes it so much easier to get that information to our executives and the board.”

— Carol King, Accountant, Clearview Cancer Institute

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