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In the dynamic social care sector, adapting to change is crucial. Gold Care Homes, a family-owned organisation with over 200 employees, recently embarked on a digital transformation journey following a period of immense growth. Renowned for their dedication to enhancing residents’ lives, their expansion and acquisition of new care homes necessitated a shift from Sage 50 to the advanced, cloud-native Sage Intacct.

Home care healthcare professional hugging senior patient

The Need for Change

For over a decade, Gold Care Homes relied on Sage 50. However, rapid growth brought challenges that could no longer be managed with their existing system. Issues such as data management, slow performance, and manual processing became increasingly problematic. The acquisition of new care home locations further complicated matters, making consolidation across multiple entities and generating reports a pressing need. Recognising these challenges, Director of Finance Vivek Goradia and his team decided to migrate to a cloud-based solution to support their growth.

The transition to Sage Intacct was a collaborative effort between Gold Care Homes and PKF Smith Cooper Systems (PKF SCS). Consultants Ian Barbour and Haris Naeem from PKF SCS worked closely with Vivek’s team, adopting a holistic approach to understand their needs. A key focus was on reporting, particularly multi-entity management. Gold Care Homes used Sage Intacct to ensure accurate, location-specific, information was accessible and reported to regional managers.

The Results: Enhanced Efficiency and Performance

The implementation of Sage Intacct brought about significant improvements. The cloud-native solution enhanced performance and allowed system access from anywhere. Vivek Goradia praised the collaboration with PKF Smith Cooper Systems, noting that adding new entities or locations became easier, eliminating productivity bottlenecks, and manual data consolidation in Excel became a thing of the past.

Reporting was also transformed with Sage Intacct. Driven by Dimensions and Dimension Groups, Sage Intacct now provides real-time reports on homes, companies, and regions. The granularity of reporting was a game changer. As a care group with multiple sites, Gold Care Homes can now analyse each home’s performance individually, as opposed to looking at the company-wide performance. Plus, user-friendly tools empowered Gold Care Homes to create and amend reports independently.

Like all homes, multiple income streams can be difficult to manage, but Sage Intacct provides Gold Care Homes with a clear view of their entire financial landscape. Their figures are now updated instantaneously each time a new transaction is entered without any manual or human intervention.

The benefits of Sage Intacct extended beyond financial management. Gold Care Homes incorporated non-financial data, such as bed occupancy, into KPI reports and dashboards, offering a comprehensive view of fiscal performance and operational trends for enhanced decision-making

These advancements now offer Gold Care Homes a comprehensive view of operations for better, informed, decision-making.

Conclusion

Gold Care Homes’ journey with Sage Intacct and PKF Smith Cooper Systems showcases the power of digital transformation in social care. By embracing change and advanced technology, they addressed immediate challenges and positioned themselves for sustainable growth and excellence in care. This case study highlights how your finance system can be optimised as a strategic tool to drive efficiency, improve performance, and enhance care quality.

What is Sage Intacct?

Sage Intacct is a powerful, cloud-native financial management solution built for growing businesses. Its real-time, multi-dimensional reporting, enables faster, data-driven decisions. With seamless automation, scalability, and deep integration capabilities, Sage Intacct streamlines complex accounting processes—empowering finance teams to work strategically and boost efficiency,

Who are PKF Smith Cooper Systems?

PKF Smith Cooper Systems is a multi-award-winning Sage Business Partner, delivering expert consultancy, implementation, and support for Sage 200 and Sage Intacct. Renowned for our deep technical knowledge and customer-first approach, they empower UK businesses to streamline operations, unlock software potential, and scale confidently with tailored, future-ready financial solutions.

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