Speak to a real person

Complete the simple form to the right, and we will contact you.

Or call us at

(866) 504-4357.

Contact Form

Sending   animated gif to indicate loading

Contact request successful. Thank you.

We will contact you shortly.

Contact Us
Philadelphia, Wilmington,
Baltimore, Washington D.C.

and surrounding areas

Consulting services

Intellitec Methodology
Industry Solutions
Gold Certified
Need a Dynamics Partner?
click here


Product offerings

Microsoft CRM
Microsoft Dynamics SL
Microsoft Dynamics GP
Intacct - Cloud ERP
3rd Party Products


Success Stories

To-Jo Mushrooms
Distributor cuts order processing time
Dogfish Head Craft Brewery
microbrewer sees explosive growth
Tray-Pak Corporation
CRM solution accommodates growth
management group handles complex needs
Institute of World Politics
streamlines accounting and reduces IT costs with Intacct


Request more information

Success Stories

Springpoint Senior Living

Leading retirement housing provider standardizes financial management


Consolidated financial statements and budgeting for 25 facilities saved time and eliminated redundant manual tasks

Automated check-verification for accounts payable enhanced fraud protection

Automated online purchase order approvals enabled better fiscal control

In Brief:

  • Springpoint Senior Living, a New Jersey-based not-for-profit, needed robust general accounting software to consolidate financial reporting and budgeting for multiple facilities.

  • Springpoint turned to Intellitec Solutions to implement Microsoft Dynamics GP across 25 senior-living communities.

  • With all facilities now live with GP, the vice-president of finance reports greatly improved performance in reporting and analysis.


Customer Profile

Springpoint Senior Living, a non-sectarian not-for-profit based in Princeton, owns and operates 25 senior communities throughout New Jersey. Its mission is to promote choice, independence and dignity among 4,000+ residents in its full-service, continuing care retirement communities; assisted living communities; and independent living communities.

Business Situation

Springpoint was ready to upgrade its financial management software. Existing programs were inflexible, required time-consuming manual work-arounds, and could not handle billing proficiently. An outside consultant was brought in to facilitate the software search.


Microsoft Dynamics GP from Intellitec Solutions - Intellitec implemented both standard Dynamics GP financial modules and customized elements designed to meet specific Springpoint needs.


The complete story

Springpoint Senior Living is a dynamic not-for-profit organization that owns and operates 25 senior communities across New Jersey, and provides community management and development services through an affiliate.

In early 2005, Marybeth Kopec, then the Springpoint Director of Finance, was part of the team working on the overhaul of financial management software. Supervisors in the financial and clinical departments completed a full needs assessment.

Kopec, now VP of Finance, recalls that the existing legacy system was not powerful enough to handle the heavy healthcare billing requirements of Springpoint, lacked automated reporting capability, and entailed inefficient manual work-arounds to do financial statements and budgeting. Accounting personnel were spending valuable time double-checking data links, instead of performing data analysis.  "We needed better flexibility and standardization across all 25 facilities," she notes.

Successful consolidation

Today, after a complex implementation that included integrating HealthMEDX for billing with Microsoft Dynamics GP for general accounting in all 25 Springpoint communities, Kopec oversees a system that provides the flexibility and innovation Springpoint needs:

  • Consolidated Chart of Accounts for all 25 communities standardizes general accounting

  • Customized FRX reports aggregate data efficiently and speed up financial reporting

  • Microsoft Forecaster streamlines budgeting, allows more time for analysis and supports better decision-making

  • Safe Pay, a customized accounts payable module, sends encrypted verification files to the bank for an added layer of fraud protection

  • Web based purchase order approvals, enables payer controls and reduces paper


"Our implementation went very smoothly," states Kopec, "Intellitec had the ability to see our current workflows and anticipate what functionality we would need. They were focused on the future rather then just implementing the software. Not a lot of companies would think that way."

Flexible for growth

As Kopek notes, Springpoint Senior Living “never stands still” and GP has been an asset in the organization’s progress. Princeton Senior Living, a community management affiliate, recently signed a management contract with another facility that uses Dynamics GP.  Kopec and her team were able to bring valuable GP experience to the venture.

Flexibility is a key benefit Kopek cites. “We have more flexibility in reporting and analysis. We have improved workflows and processing,” she says. Thanks to GP, Springpoint can “consistently strive towards innovation and standardization.”

As for Intellitec Solution’s performance in the lengthy implementation, “we had a great experience,” she confirms. “What I value most was my perception that if I need a job done, it will be done as efficiently as possible with complete knowledge of our process here. They understand my vision for how I want to use technology to support our needs.”


Find out how Intellitec Solutions can improve your financial management. Contact us today

Download this case study as a pdf