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Anya Ciecierski, CAL Business Solutions

Insurance Firm Wins Big By Switching from QuickBooks to Microsoft Dynamics GP


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As a company grows, so too do its responsibilities to regulations and standards. At some point, that company will have to move beyond basic accounting software and join the big kids in the ERP arena. HealthyCT, a nonprofit insurance co-op based in Connecticut, found that out when it outgrew QuickBooks and needed a better solution.

When they needed help, the people at HealthyCT contact CAL Business Solutions. They were faced with a new challenge, having received federal funding to support customers through the Affordable Care Act (ACA). CAL helped HealthyCT transition its QuickBooks data over to Microsoft Dynamics GP, complete with customizations tailored to its business model.

In order to meet the regulations, such as GAAP, that come with such a big responsibility, HealthyCT needed something more powerful and flexible than QuickBooks. Dynamics GP provided the tools they needed to produce accurate financial reports, manage their finances securely and also have audit trails to ensure compliance with regulations.

HealthyCT can now break down their financial data and analyze it in a myriad of ways with the limitations they suffered through with QuickBooks. Microsoft Dynamics provides them with both the structure and flexibility they needed. Best of all, their data migrated smoothly and was ready to go in a short amount of time. Microsoft Dynamics GP is exactly what small and medium sized businesses like HealthyCT need to jump start their organizations and adapt to their business processes as they grow.

Read the full case study: Connecticut Nonprofit Insurance Startup Moves

Smoothly From QuickBooks to Microsoft Dynamics GP.

If you are evaluating a move to Microsoft Dynamics GP, contact CAL Business Solutions. sales@calszone.com or 860-485-0910 x4.

By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, www.calszone.com

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