Simplified Budgeting Leads to More Accurate Personnel Planning
Customer Company Size
Mid-size Company
Region
- America
Country
- United States
Product
- Planning Maestro
- Abila
Tech Stack
- Excel
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Business Operation
Services
- Software Design & Engineering Services
About The Customer
Equitas Health is a regional nonprofit community healthcare system established in 1984. It is a federally qualified health center look-a-like (FQHC-LAL) and one of the largest LGBTQ+ and HIV/AIDS serving healthcare organizations in the United States. With 21 offices in 13 cities, Equitas Health serves tens of thousands of patients in Ohio, Kentucky, and West Virginia each year through patient-centered, integrated, and cutting-edge services, including primary and specialized medical care, pharmacy, dentistry, mental health and recovery, HIV/STI treatment and prevention, PrEP/PEP, Ryan White/HIV case management, care navigation, advocacy, and other community health initiatives. The Equitas Health Pharmacy is an integral and essential part of the health center’s comprehensive care and business models, reinvesting 100% of profits back into the organization’s programs and services. Equitas Health operates pharmacies serving patients in Ohio and Texas.
The Challenge
Equitas Health, a regional nonprofit community healthcare system, was facing challenges with its budgeting and planning process. The organization, which has over 500 employees across 21 offices and 25 different departments, was using Excel for budgeting and planning. The budget would be created in Excel and then uploaded into their accounting system, Abila, to run their monthly reports. This process was long, complex, and prone to errors. The complexity was further compounded by the fact that department heads within the organization would create their own initial versions of their department budgets. These budgets would then be submitted as separate spreadsheets to the Finance team who would add them to the larger company budget. Given the number of departments and the multiple people that were working on the individual budgets, version control and errors were common, and the consolidation process was time intensive and cumbersome.
The Solution
Equitas Health initially considered changing their entire accounting system due to the limitations it had when it came to financial planning. However, after an extensive RFP process, they found that Abila was quite advanced when it came to grant accounting and could handle all the necessary segments and coding at a very detailed level, which was critical for reporting back to the non-profit’s funders. What the system did lack was the ability to forecast the more strategic financial components of the business. This led them to implement Centage’s Planning Maestro. The solution seamlessly integrated with their accounting software, operating as an extension of the GL and enabling ongoing actuals vs. budget comparisons and accurate forecasts. Equitas Health can now automatically run key financial reports and provide them to the operators. The solution also allowed them to budget down to the personnel level with such detail, making the budget even more precise.
Operational Impact
Quantitative Benefit
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