Blueroot Health transforms close process through rapid accounting software implementation
Blueroot Health transforms close process through rapid accounting software implementation
After experiencing failed implementations before, I can confidently say this was on the other end of the spectrum. The Netgain team was exceptional.
Shortening the monthly close process to just five days is no small feat. But for Blueroot Health’s lean team that manages multiple subsidiaries, they proved that speed and efficiency were standard.
But behind that success was a month-end process still reliant on spreadsheets. Reconciliations, roll-forwards, and balance updates in Excel created manual work that made scaling unsustainable.
With expectations set high, the company needed any new software implementation to match. The implementation had to be smooth, seamless, and fast, allowing them to bring their processes into NetSuite and free up time for more valuable work.
That is exactly what they found in Netgain. Starting in Q4 2024 and rolling out by Q1 2025, Blueroot Health implemented NetClose and NetAsset to replace spreadsheets, eliminate manual reconciliations, and give their team more time to focus on strategic, insight-driven work. It was possible, but spreadsheets made it unsustainable.
Challenging the status quo: a lean team taking on big challenges
Blueroot Health’s accounting team is small but mighty. With just five core team members and managing operations across five subsidiaries, they rely on the leadership and dual expertise of Chasity Coleman, who brings over 25 years of accounting and ERP implementation experience. As both accounting manager and NetSuite administrator, she carries the weight of ensuring controls, accuracy, and scalability. However, even with great leadership, they faced challenges.
- Manual reconciliations: Without automation, reconciling accounts can become repetitive, error-prone, and leave little time for higher-value analysis.
- Closing in Excel: Without automation, managing the close process in spreadsheets meant cumbersome, time-intensive processes that became unsustainable for a growing business.
- Lack of formalized balance sheet review processes: The lack of a formal review process increased compliance risk and made it harder to ensure accuracy across subsidiaries.
- Scalability limitations: The lack of automation made it impossible to scale without adding headcount, creating bottlenecks for the accounting team.
Why Netgain: choosing NetClose to scale smarter
BlueRoot Health evaluated multiple close management solutions but ultimately chose NetClose for its unique value:
- Native-NetSuite solution: NetClose lives entirely within NetSuite, allowing the team to keep the entire financial close process inside the platform. There’s no need to import or sync data, which ensures greater security, accuracy, and control while eliminating the hassle of managing multiple systems or logins.
- Ease of use: NetClose has an intuitive, user-friendly interface that makes adoption simple for a lean team to learn.
- Comprehensive functionality: Key features such as automated reconciliation, flux analysis, and review controls ensure accountability and compliance.
- Proven alternative: Unlike other tools such as Blackline, NetClose required no complex buildouts and delivers faster results through a quicker implementation.
"It’s not that our close got faster—it’s that we spend less time on manual execution and more time on analytics. That’s a big deal for us" - Chasity Coleman
An implementation that matched their speed
For Chasity, who had experienced failed implementations before, Netgain’s process set a new benchmark. The project was structured yet flexible. This allowed for a Q4 start and Q1 go-live with timelines that matched the fast pace of Blueroot’s close process.
Netgain’s implementation team stood out for their accounting knowledge, NetSuite expertise, and commitment to client success. Their process included:
- Weekly touchpoints: Quick, consistent check-ins that kept the project on track.
- Project management: A project management tool with clear task ownership and timelines.
- Knowledge Center: Access to a robust Knowledge Center with step-by-step resources to speed up testing and adoption.
- Knowledgeable implementation team: Direct guidance from highly knowledgeable consultants, including Elizabeth, whose expertise in fixed assets made implementation seamless.
Results and impact: turning execution into strategy
The results of the implementation went beyond time savings. For Blueroot Health, Netgain delivered a shift in focus and an upgrade in capability:
- Review process: Every balance sheet reconciliation now goes through a formal review process, strengthening accountability and compliance.
- Analytics and strategy: Greater time dedicated to analytics and review, shifting the team’s focus from tactical execution to strategic insights.
- Visibility: Real-time visibility into the close process through automated, comprehensive reports that provide stronger control and make audits easier.
- Scalability: Standardized processes that scale with acquisitions without requiring additional headcount.
Shifting from manual work to strategic growth
Blueroot Health’s accounting team no longer spends its time buried in spreadsheets and repetitive reconciliations. With NetClose in place, the focus has shifted from manual execution to meaningful analysis. The team now spends more time reviewing results, identifying trends, and ensuring accuracy — work that directly supports the company’s growth strategy.
Instead of adding headcount to keep pace with acquisitions, Blueroot Health now scales with confidence, leveraging its accounting team’s insights to guide strategic decisions.
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Blueroot Health