公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Planning Maestro
- Dynamics GP
技术栈
- Cloud Computing
- Data Integration
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 医疗保健和医院
- 教育
服务
- 数据科学服务
- 系统集成
关于客户
匹兹堡儿童研究所是一家非营利组织,致力于为宾夕法尼亚州西部和宾夕法尼亚州匹兹堡的有特殊需要的儿童及其家庭提供服务。该组织每年在宾夕法尼亚州西部的七个校区为 6,000 多名儿童提供服务。儿童研究所的热情团队致力于通过教育服务、自闭症服务、门诊身体和行为健康服务、早期干预以及儿童和家庭服务帮助儿童充分发挥潜力。该组织最近从一家公司扩展到五家公司,这增加了其财务管理的复杂性。
挑战
匹兹堡儿童研究所是一家为有特殊需要的儿童及其家庭提供服务的非营利组织,其财务报告和预算流程面临挑战。该组织最近从一家公司扩展到五家公司,这增加了其财务管理的复杂性。他们需要将财务分成五个独立的实体,但也要为财务报表和审计目的在合并层面上进行报告。他们严格使用 Planning Maestro 进行预算编制,使用 Dynamics GP 运行预先存在的硬编码报告,这是一个耗时且困难的过程。该组织没有充分利用 Planning Maestro 的功能,而 Excel 中的手动流程容易出现不准确和错误。
解决方案
匹兹堡儿童研究所扩大了 Planning Maestro 在年度预算和规划中的应用,并开始使用云平台强大的报告功能。他们使用该解决方案的分摊方法、收入计算和分配功能,将复杂的预算流程提升到一个新的细节和准确性水平。该组织还开始使用 Planning Maestro 的高级报告功能,轻松合并五个实体的数据,为每个业务部门创建特定报告。他们能够在实体和合并级别生成关键报告,例如运营日间学校的总成本。该组织还致力于仅使用 Planning Maestro 运行复杂且详细的报告。
运营影响
数量效益
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