Discover the Latest Casestudies

Explore how our innovative solutions have delivered measurable results, showcasing the challenges, strategies, and outcomes that drive client success.

Regional Medical Center of Alabama (RMCA)

Regional Medical Center of Alabama (RMCA) is a healthcare services provider in North America with a revenue of approximately $125 million. They were facing several challenges related to their budgeting and forecasting process, including managing everything in Excel for different hospitals in a very manual process, a complex revenue model and expense calculations with multiple stats for each function/department, and a need for better efficiency and automation

Regional Medical Center of Alabama (RMCA)

RMCA needed a solution that could provide them with complex revenue and expense budgeting with numerous stat inputs. They required a solution that would automate their manual processes, provide better efficiency, and integrated with their three separate data sources/ERP systems

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Optovue

Optovue needed a solution that could provide them with complex revenue and P&L modeling in two separate plan types. They required a solution that would simplify their complex revenue model with a step-by-step task list, as well as better data availability and improved efficiency

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National Bank Holdings

National Bank Holdings needed a solution that could provide them with complex loans and deposits budgeting with calculations for loan run off, deposit run off, loans projections, and deposit projections. They required automation, efficiencies, and better reporting capabilities

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Liberty Tax Service

LibertyTax Service needed a solution that could provide them with P&L and BalanceSheet budgeting by store, with the ability to drill back to transaction level data sourced from MS Great Plains. They required automation, efficiencies, better reporting capabilities, and a consolidated view with the ability to look at transactions

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Atkins Nutritionals

Atkins Nutritionals needed a solution that could provide them with consolidated financials from 4 different accounts systems and 6 different currencies. They required automation, efficiencies, and better reporting capabilities, along with additional controls on compliance and external reporting

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Eminent Group

EminentGroup needed a solution that could improve their budgeting, forecasting, and reporting processes, and provide greater accuracy, reduced reporting package time, and historical data loaded in source accounts with mapping for historical reporting

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