OrthoSynetics, headquartered in Metairie, LA, supports more than 300 orthodontic and pediatric dental practices in improving revenue growth and profitability. OrthoSynetics’ services include revenue cycle management (RCM), marketing, human resources procurement, and accounting.
The Challenge
Before implementing Datarails, VP of Finance Alyssa Rambeau and her team of seven faced major inefficiencies in their reporting process. Each month, they manually extracted data from Sage Intacct, copied it into Excel, and reformatted it to match the requirements of their board and CEO. The process was time-consuming, limiting the team’s ability to provide on-demand insights.
“I was hamstrung by the inability to create reports on the fly. I’d run reports, copy and paste them into Excel, and manually format them for our board and CEO. It took a lot of time.”
Alyssa Rambeau
VP Finance
Managers also found financial reports difficult to interpret. Without data visualizations, finance had to make constant requests for explanations, further slowing down decision-making.
The Solution
Alyssa recognized Datarails as the ideal solution due to its flexibility, allowing her team to start with CONNECT, Datarails’ real-time reporting tool for Excel users, and gradually expand into full FP&A capabilities. The automation, drill-down, and dashboard features enabled faster, more intuitive reporting.
“Now, if I need to update a report, I don’t have to change anything manually—it updates automatically. If I filter for year-to-date or a specific reporting period, it adjusts on its own. That’s a huge time saver.”
Alyssa Rambeau
VP Finance
Dashboards transformed how department managers accessed financial insights. Instead of relying on static Excel sheets, they could now visualize data in real time.
“Seeing reports as graphs and charts on their dashboards makes managers actually want to look at them. Before, they avoided Excel reports.”
Alyssa Rambeau
VP Finance
The Results
With Datarails, OrthoSynetics’ financial reporting is more efficient than ever. Highlights include:
- Time Efficiency: Reporting that once took two full days now takes a couple of hours.
- Automated Reporting: Reports update automatically, eliminating manual adjustments.
- Data Accessibility: Managers have real-time access to financial data via dashboards.
- Error Reduction: Financial data is now 100% more reliable and structured.
- Strategic Focus: The finance team spends more time analyzing trends rather than fixing spreadsheets.
“Instead of spending days compiling reports, I can now generate them instantly and focus on helping the company grow.”
Alyssa Rambeau
VP Finance
Conclusion
By implementing Datarails, OrthoSynetics has drastically improved its financial reporting process, freeing up valuable time for high-level decision-making. Alyssa and her team are now well-positioned to expand their use of Datarails and unlock even more efficiencies in the future.