Case Study: Palmetto Care Connections streamlines accounting and reporting with Kopis and Microsoft 365 Business Central

Outgrowing their current accounting system left them looking for a modern ERP solution

Palmetto Care Connections, a nonprofit focused on improving health through telemedicine, was facing challenges as it outgrew its accounting system. Using a combination of QuickBooks and Excel was inefficient and time-consuming. They needed to consolidate their processes into a single, more robust system and sought a partner to help implement it and provide training. They chose Kopis for this ERP implementation project.

Kopis implemented Microsoft 365 Business Central, migrating the customer's data and configuring the new system's financial modules. They provided comprehensive training and ongoing support to the Palmetto Care Connections team. The solution consolidated all critical business processes, which increased efficiency, reduced costs, enabled robust reporting, and successfully removed the business risk of their previous outdated system. Kopis's support was crucial for a successful transition.

Palmetto Care Connections

Scott Moody

Director of Finance