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Case Study

From 20-Year-Old Legacy Systems to a Scalable, All-in-One ERP Platform

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mgis
MGIS| Salt Lake City, UT

MGIS, Medical Group Insurance Services, provides insurance to medical groups across the country.

KEY RESULTS
  • Streamlined financials and reporting
  • Improved service operations and case management
  • One platform for accounting, HR, customer service, and marketing
  • Secure, reliable data management
  • Scalable solution to accommodate continued growth
Watch how Eide Bailly helped MGIS implement NetSuite ERP.
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Who We Are

Eide Bailly is a CPA firm bringing practical expertise in tax, audit, and advisory to help you perform, protect, and prosper with confidence.

The Challenge

MGIS was using 20-year-old legacy accounting software that hadn’t been updated in 10 years.
Their accounting software was being utilized as a checkbook, with data being moved out of the system and into Excel spreadsheets to issue financial statements. This was an error-prone and time-consuming process that delivered unreliable data and hindered decision making.

The Solution

A powerful cloud ERP solution.
Our NetSuite team implemented NetSuite ERP and NetSuite CRM, and integrated Expensify. Above all, the implementation was completed ahead of schedule.
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“It was end-to-end service, and it went really smoothly. I’ve done four other implementations of accounting software, and this was by far the smoothest, the easiest.”


Matt Frost, CFO | MGIS

The Results

Fast, efficient, and reliable data across the organization.
Growing in the medical malpractice and disability insurance industry, they feel confident with a solution that is easy to scale and maintain while keeping their data secure.
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Quality Data Drives Key Decisions for Vivie

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— Marnie Gugisberg, Chief Financial Officer | Vivie

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