Case Study
Office Practicum
I Office Practicum – FinancialForce Implementation
Company Overview
Office Practicum is a software company that provides electronic health record, practice management system, billing services, and business analytic tools designed by pediatricians for pediatricians and offers the most comprehensive features for pediatric practices. Their solutions cover Immunization Schedules, Billing Services, Practice Management, Population Health Management and Dashboards.
Challenge
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Customer data stored in 3 different systems.
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Visibility of end-to-end customer data was manual and inefficient.
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Data Integration was time consuming and error prone.
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Master data management was challenging.
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Duplicate products created for each tax rate, causing product selection confusion at time of order.
Company Overview
Location:
Fort Washington, PA
Employees:
51-200 employees
Industry:
Medical Software
Previous System:
QuickBooks and SaasOptics
Solutions:
FinancialForce Accounting and Billing Central
Solution
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Implement FinancialForce Accounting and Billing Central and integrate with Sales Cloud.
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Integrate FinancialForce Billing Central with Avalara Avatax application.
Results
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Product and Account master data management is simplified.
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Automated tax calculations and eliminated the need for duplicate products.
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Automated and streamlined their Revenue Recognition process
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A single, shared view of every customer and every sales opportunity
