Heritage Communities Implements Todata as Portfolio-Wide Business Intelligence Solution

Senior living community owner and operator will use Todata to unify financial, occupancy, labor, resident experience, and associate experience data across its communities.

Heritage Communities, a multi-state senior living community owner and operator, has selected Todata Analytics as its portfolio-wide business intelligence platform, unifying financial, occupancy, labor, resident experience data, and associate experience data into a single source of truth for leadership across all communities.

For multi-community senior living organizations, fragmented data can make it difficult to evaluate performance, spot trends, and respond quickly. Finance, workforce, and occupancy often live in separate platforms, creating extra work for teams that need consistent reporting across locations and regions.

Todata addresses that challenge by connecting Heritage Communities’ existing systems and consolidating key performance metrics into a single view. Leadership can evaluate performance by community, region, and the overall company, reducing manual reporting work and improving access to timely, reliable insights.

“Senior living operators are running a hospitality business, a healthcare business, and a real estate business at the same time,” said Nicole Osborn, CEO and Principal Owner of Todata. “You can imagine how difficult it is to gather and reconcile data, and how delays in reporting could affect sustainability. Community by community, service line by service line, we’re able to pull the full picture together.”

“Living Better starts with listening, learning, and using the best information available to serve residents and families,” said Farhan Khan, Founder and CEO of Heritage Communities. “To deliver on that, our teams need to see what’s happening with staffing, move-ins, and resident sentiment the moment it changes. Todata is helping uphold a high standard in how every Heritage community runs every day.”

“In our business, a few points of occupancy or a shift in community staffing can change the financial outlook for a community in a matter of weeks,” said Stephen Ciesielski, Chief Financial Officer of Heritage Communities. “Todata lets our home office leadership team, community leaders, and finance team work from the same numbers, so when something moves, we see it early and can act on it together.”

The Heritage Communities engagement expands Todata’s growing roster of national operators using its platform to unify performance data across complex, distributed organizations.

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About Todata Analytics

Founded in 2017 and based in Omaha, Nebraska, Todata Analytics helps growing businesses turn scattered data into clear decisions. Todata connects data from systems that were not built to work together and provides live business intelligence dashboards. These solutions now also feature Tod AI, the assistant that compliantly answers complex business questions in real time. Learn more at todata.com.

About Heritage Communities

Heritage Communities is located in Omaha, NE, and manages 25 communities throughout Nebraska, Iowa, Arizona, Kansas, Missouri and Texas. 16 communities are owned and operated by Heritage, 8 operated by Heritage under management contract, and one additional location in Nebraska currently in development. Employing nearly 2,000 associates and caring for more than 2,000 residents, Heritage Communities has become a leader in the senior living industry in quality and experience. For more information, please visit www.Heritage-Communities.com.

Todata Analytics helps growing businesses turn complex data into clear decisions. We build real-time dashboards and analytics solutions that connect to your existing systems, with no disruption to your workflow. Based in Omaha, NE.

email. sales@todata.com

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