For SalusCare, modernizing its financial system meant finding a solution that could support the organization without creating an unnecessarily difficult transition. When the behavioral healthcare organization began planning its Dynamics GP to Business Central migration, its accounting team wanted a modern ERP, dependable support, and a conversion process that would minimize disruption.
SalusCare provides inpatient and outpatient mental health and substance abuse healthcare services with roughly 350 employees. Director of Accounting Cindi Ross had worked with Dynamics GP since joining the organization in 2018, but the existing environment had fallen behind on updates and raised growing concerns about long-term support and server reliability.
Rather than wait for those concerns to become an operational problem, SalusCare began evaluating its options.
Finding the Right Path Forward
SalusCare considered multiple ERP solutions, but Cindi looked beyond features alone. Support after implementation, the amount of work required from her team during conversion, and overall cost were all important parts of the decision.
Dynamics 365 Business Central offered a natural modernization path from GP, while Opal Business Solutions could manage much of the migration directly from the existing environment.
Cindi described the Dynamics GP to Business Central migration simply: “Converting from GP over to BC was just easy breezy.”
Instead of requiring SalusCare’s accounting team to repeatedly export, organize, and transfer files, Opal was able to handle much of the conversion work behind the scenes. That proved especially valuable because the organization was preparing for an audit at the same time it was transitioning systems.
Supporting a Unique Accounting Environment
SalusCare also had requirements that went beyond a standard ERP setup. Its purchasing process includes numerous users, reporting units, and a tiered approval structure in which purchases move through different approvers based on dollar amount and organizational responsibility. Building that workflow required additional attention during implementation.
Opal worked with the SalusCare team to develop the process around those needs. Cindi specifically praised Opal consultant Kim for helping work through the complexity, calling her “a champion.”
That support continued after go-live. When time-sensitive accounting needs arose, the Opal team remained available to help the organization work through issues and keep critical processes moving.
Reflecting on that support, Cindi highlighted “their responsiveness and their ability to make it happen.”
Moving Away from Paper-Based Processes
The transition to Business Central also created an opportunity for SalusCare to modernize everyday accounting work.
Previously, journal entries and their supporting documentation relied heavily on paper. Because Cindi works remotely, that could mean traveling into the office to collect physical documents before reviewing them later.
With Business Central, journal entries and their backup documentation can now be accessed online. The team can review information more easily, retrieve historical details when questions arise, and spend less time filing, storing, transporting, and searching through paper records.
For Cindi, getting away from that paper-heavy process was one of the biggest advantages of the move.
A More Modern Foundation
ERP migrations require planning, training, and adjustment, but SalusCare’s experience demonstrates how the right partner can make the process far more manageable.
With its Dynamics GP to Business Central migration complete, SalusCare has a modern financial platform, easier access to supporting documentation, and processes designed around the way its accounting team actually works.
When asked whether she would recommend Opal to other organizations considering the same move, Cindi’s answer was clear: “I would, yeah.”
Ready to learn more about SalusCare’s experience?
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