1. Pacific Retirement Services – Prophix story
Operating since: Unknown
Head office: Medford, Oregon
Annual revenue: > $1.5 billion
Number of employees: 2,000
G/L or ERP: PeopleSoft
Company website:
Company background:
With a family of affiliated CCRCs, managed retirement communities, charitable foundations, affordable senior housing centers, home health care organizations and community service groups throughout Oregon, California, Texas, Washington and Wisconsin, PRS is setting a new standard of excellence throughout the senior living industry.
By combining sound business practices and developing efficient methods to provide high-quality services and care, Pacific Retirement Services has earned national acclaim for its consulting, development, operations management and marketing services.
Business problems that lead to evaluating CPM, adopting Prophix:
Relied on Microsoft Excel
Had 4 different entities, each with a different year-end and G/L system
Concerns with data integrity and version control
Needed to conduct financial consolidation– with journal entries, eliminations, etc.
Their department managers would not receive monthly financial reports in a timely manner

2. Pacific Retirement Services – Prophix story
Benefits:
Project finished at the very beginning of Q (at the time this document was composed)
They now have a consolidated model that integrates all 4 of their entities
Data integration works with 4 different G/Ls (each, a separate version of PeopleSoft)
They have a workflow process set up that allows their department managers to add comments and justifications to the values that they see
Data integrity is no longer an issue. Nor is version control
One single view of financial truth
Everyone sees the correct, updated view of the company’s data
Industry-specific key business drivers evaluated:
All financial-related at this point (post-implementation)
Future plans:
Personnel planning
Budgeting

3. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation YES
Implementation date: Q4 2013
☐ Preexisting customer
Original implementation date: ________________
☐ Existing customer, upgrading
Industry (choose all that apply)
☐ Agriculture, forestry, and fishing
☐ Professional services
☐ Financial services
☐ Retail
☐ Wholesale and distribution
☐ Telecommunications
☐ Healthcare YES
☐ Utilities
☐ Education
☐ Architecture, engineering, and construction
☐ Life science
☐ Transportation and logistics
☐ Manufacturing
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit

4. Supporting data: Solutions Capabilities ☐ Budgeting ☐ Automation YES
☐ Forecasting YES
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation YES
☐ Microsoft platform integration
☐ Analysis YES
☐ Role-based security YES
☐ Profitability analysis
☐ Collaboration YES
☐ Personnel planning
☐ Flexible deployment
☐ Project planning
☐ Ad hoc reporting and visualization YES
☐ Revenue planning
☐ Capital expenditures planning
☐ Reporting and analytics
(dashboards and scorecards)