Case Studies > InterHealthcare

Saving Hours on Repetitive Tasks

with a modern ERP solution - Microsoft D365 Business Central.

By partnering with SOCO, the InterHealthcare team is finding new efficiencies inside their Business Central ERP, saving time and boosting confidence in their systems and work processes.

After experiencing some challenges with their previous support provider, InterHealthcare (IHC) switched to SOCO for support with their Microsoft Dynamics 365 Business Central system. A few minor tweaks to IHC’s accounting processes delivered some quick wins, and flexible ongoing support from SOCO means their team can relax, knowing their system is in good hands.

Sebastian Rizzo Executive Director at SOCO

We save a lot of time because we have a single point of contact at SOCO who knows our systems and business inside and out. As cross-platform experts, they understand how any changes can affect the overall architecture, and they have the additional resources available in case we need to escalate.

Duncan Stevens
Head of IT, InterHealthcare

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InterHealthcare (IHC) is a busy centralised support office for allied health and health service providers. They rely heavily on business management and financial systems that are used across their 20+ partnered brands.

Their previous provider implemented Microsoft Dynamics 365 Business Central, a popular ERP system. But the IHC team were experiencing a number of issues, including:

  • Limited reporting – a lack of reporting capabilities in the initial implementation.
  • Data silos – data across multiple systems led to silos and mismatched information.
  • Inefficiency – supplier payment runs taking several days because data had to be gathered manually.
  • Minimal support – limited support and communication from the previous vendor.

In order to get the most out of D365 Business Central, InterHealthcare needed long-term support from a skilled, responsive provider they could trust.

SOCO Solution

In line with SOCO’s Discover. Design. Deliver. Drive® methodology, we began the process with a series of discovery workshops, which included an initial health check on InterHealthcare’s Business Central system. The report outlined:

  • Findings – technical and application environment, business overview, key users, software state, tools, add-ons, and major modifications.
  • Issues – performance, workflows, security, reporting, reconciliations, visibility, and integrations.
  • Recommendations – a backlog of action items, next steps, and recommended support hours.

The findings led SOCO to provide ongoing Business Central support, while gradually working through the backlog of tasks, prioritising IHC’s major pain points. SOCO’s agile approach also means that IHC can authorise mini projects from the backlog as needed.

Previously, we had to manually create reports to review invoices. It was a stressful and lengthy process. Now that process takes five minutes or less and is done in a few clicks. It’s taken a lot of pressure and stress off our accounts payable team. SOCO are always honest about what’s going on and prioritise what needs to be done. They go to the source of the problem and fix it, rather than patching with a short-cut solution.

Andrea Champoux
Group Accountant, InterHealthcare

Technology snapshot

Microsoft D365 Business Central – all-in-one ERP cloud solution used for purchases, sales, cash management, financial reporting, workflows, and more.

  • Jet Reporting – an add-on that enables pre-built custom report templates that can be automatically filled and sent to recipients on schedule.
  • Jane – practice management software used for online bookings, patient billing, and more, with plans to migrate to Pracsuite PMS.
  • Sage Micropay – management of staff payroll, with General Ledger journals loaded into Business Central each month.
  • Support – ongoing support with documentation, training, and updates.

IHC has experienced improved productivity and operational efficiency since working with SOCO.

One of the key outcomes is that reporting is accurate and timelier than before, making it easier for the accounts team to get the job done. For example, SOCO’s updates to one report mean that a job that previously took 3 hours is now being completed in just 5 minutes.

There’s plenty more in the works for IHC and SOCO, including new integrations, automations, and software migrations.

In the meantime, with SOCO providing ongoing Business Central support, IHC knows they can count on the team to be responsive, thorough, and expertly handle anything that comes up.

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