Financial Reporting - ADCS
the country, along with thousands of providers and services. Managing the financial
reporting and analysis of this many locations and providers is tedious and full of
manual labor every month.
Project Info
Related Services
Client
Date
Background
Advanced Dermatology and Cosmetic Surgery (ADCS) has over 150 clinics across the country, along with thousands of providers and services. Managing the financial reporting and analysis of this many locations and providers is tedious and full of manual labor every month. Forerunners engaged initially with ADCS to help automate and standardize this reporting.
Solution
We initially automated the creation of their bank package (P&L, Balance Sheet, Cash Flow). We did this by extracting data directly from their chart of accounts housed in D365 and connected that to Power BI. We used Power BI to create the bank package reporting, and leveraged the data to also create an automated and exportable Excel version that could be shared with executive management or outside investors.
In the last three years we have worked consistently together to continually build out their financial reporting. This includes integrating transactional clinic data from their SQL database and building out many other automated reports such as a ‘Revenue Flash’, regional P&L reports, budget calculations, audit reporting and so much more. To do this day Forerunners maintains an active and mutually beneficial partnership with ADCS.
Business Value Delivered
