公司规模
Mid-size Company
地区
- America
国家
- Canada
产品
- Budget Maestro
技术栈
- Microsoft Dynamics GP
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 医疗保健和医院
服务
- 培训
关于客户
Wood's Homes 是一家位于卡尔加里的多服务非营利儿童心理健康中心。Wood's Homes 拥有 450 多名员工和 100 名志愿者,每年为西北地区的卡尔加里、莱斯布里奇、坎莫尔、斯特拉斯莫尔、麦克默里堡和史密斯堡的 20,000 名儿童及其家庭提供 35 个项目和服务。Wood's Homes 由牧师乔治·伍德于 1914 年创立,最初是一家孤儿院,如今因其创新服务而享誉加拿大,其中一些服务是加拿大首创,被广泛认为是儿童心理健康领域的知识和培训中心。
挑战
Wood's Homes 是一家位于卡尔加里的多服务非营利儿童心理健康中心,在管理其财务运营方面面临着重大挑战。作为一个拥有 450 多名员工和 100 名志愿者的大型组织,它每年为 20,000 名儿童及其家庭提供 35 个项目和服务。财务经理 Pat Keppler 负责 35 个项目的 122 多份财务报表,其中许多项目由 5-6 个不同的资助者支持。该组织使用传统的基于电子表格的方法进行预算和预测,缺乏有效管理大量数据所需的能力。由于拥有超过 7,000 个帐户代码和相关的个人预算,该组织需要一种更具战略性的财务工具来管理有效增长并继续支持其社区的需求。
解决方案
Wood's Homes 转向 Centage 的 Budget Maestro,以更好地管理预算和预测流程,并为长期成功奠定基础。经过仅仅四天的现场培训,Pat 就拥有了一个可行的预算模型,并且对解决方案以及利用技术简化和精简日常职责的能力充满信心。该解决方案允许 Pat 根据多个参数管理各种预算 - 经理时间/薪水的百分比、员工数量、分配给所有部门的支持成本的资金金额等。通过自动化预算流程,Pat 可以轻松报告资助者的要求,只需单击按钮即可证明计划预算分配得当,并且/或者如果存在差异或需要更改,Pat 可以轻松进行更改,并将级联反映在整个预算中。该解决方案还使 Pat 能够更好地管理资产负债表和现金流波动(这是 Excel 无法实现的),并制定准确的收入预测。
运营影响
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