case studies

Real results, from organizations that used to live in spreadsheets.

Every one of these started the same way: the data existed, but it took time to compile and review that nobody could spare. Here’s what happened when they got their time back.

The question isn't whether your software holds the answers.

When multiple software systems are involved, the question is how long does it take to compile the answer? Your revenue and compliance answers can't always wait.

Goal: Full turnaround under a new executive team

The mid-size senior living community that needed a single source of truth

Financials

Financials in Sage

Revenue

Revenue in PointClickCare synced weeks after the month ends, daily revenue trend not possible due to the manual manipulation.

With KŌM

Scheduled reports they were already using from Sage and PCC were unified into a single source of truth —in days. Full ability to drill down into location and specific payer detail AND as a bonus, month-end closing now happens by the 10th each month.

Today

3 Years later - CFO and CEO able to track all the numbers - daily - to budget. COO dashboards track workflow and expenses. Department Heads empowered. Patient outcomes are a priority. Everyone works from the same numbers. Decisions are made from a single source of truth. The team maximizes the value of usable, accessible knowledge.

From weeks-to-an-answer to a single source of truth — across the organization and down to the department. Now, they're thriving.

Goal: CMS Quality and Safety Audit

Growing senior living community that had a revenue problem, but they couldn't isolate the cause.

CMS Process

Manually compiled CMS reports across multiple EMRs

Assumption

"Someone" was checking the CMS filed reports to verify what was uploaded was what CMS had on record.

With KŌM

We pulled in their most recent CMS Quality & Safety numbers and everything was 9% - everything. Turns out this went back 18 months.

Immediately

CMS was contacted and substantial revenue recaptured from Medicare due to incorrectly calculated reimbursement rates.

From a feeling that something wasn't right to identifying the problem - and a path to the solution - in days.

Manufacturing

Two small manufacturers, different ERPs, and two very different questions, but the same locked-up data behind both.

Goal: modernize on a budget to stay competitive

The generational manufacturer that got its hours back

Problem

The ERP captured everything they needed for real-time reporting — but getting at it meant running multiple reports and stitching them together by hand. Hours, every single day, just for inventory, sales, and cash flow.

Solution

KŌM tied directly into the ERP database, then extracted and cleaned the data for real-time reporting in Power BI. Same ERP, same team — no rip-and-replace.

The daily report-stitching ritual became a live dashboard.

Goal: capture sales effectiveness

The manufacturer that finally saw its sales history

Problem

Commission was paid on who "last sold" an item, but the ERP only assigned a salesperson to a customer. The invoice captured the rep — yet there was no way to report salesperson history over time, because it changed with every invoice.

Solution

KŌM extracted invoice data at the line level, captured the salesperson on every line, and stored it in a clean table built for sales reporting and trends over time.

Sales ROA by rep, trended over time — for the first time ever.

Your organization could be the next success story.

Bring us your manually manipulated mess and we’ll create a single source of truth built from the data you already trust.