Centage Case Studies Automated, Accurate and Actionable Reporting Empowers Teams to Make Decisions with Confidence

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	Automated, Accurate and Actionable Reporting Empowers Teams to Make Decisions with Confidence Centage

Automated, Accurate and Actionable Reporting Empowers Teams to Make Decisions with Confidence

Centage

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Education Healthcare & Hospitals
Services	Data Science Services System Integration
Challenge	The Children’s Institute of Pittsburgh, a nonprofit organization serving children with special needs and their families, was facing challenges with their financial reporting and budgeting processes. The organization had recently expanded from one company to five, adding complexity to their financial management. They needed to separate out the financials into five separate entities but also perform reporting at a consolidated level for their financial statements and audit purposes. They were using Planning Maestro strictly for budgeting and Dynamics GP for running pre-existing hard-coded reports, which was a time-consuming and difficult process. The organization was not fully utilizing the capabilities of Planning Maestro, and the manual processes in Excel were prone to inaccuracies and errors. Read More
About Customer	The Children’s Institute of Pittsburgh is a nonprofit organization dedicated to children with special needs and their families in Western Pennsylvania and Pittsburgh, Pennsylvania. The organization serves more than 6,000 children each year at seven campuses across Western Pennsylvania. The passionate team at The Children’s Institute is dedicated to helping children reach their full potential through educational services, autism services, outpatient physical and behavioral health services, early intervention, and child and family services. The organization had recently expanded from one company to five, adding complexity to their financial management. Read More
Solution	The Children’s Institute of Pittsburgh expanded their use of Planning Maestro for their annual budgeting and planning and started using the cloud platform’s robust reporting capabilities. They used the solution’s spread methods, revenue calculations, and allocations capabilities to bring a new level of detail and accuracy to a complicated budgeting process. The organization also started using Planning Maestro’s advanced reporting capabilities to easily combine data from each of the five entities to create specific reports for each business unit. They were able to generate key reports, such as the total cost of running the Day School, at both the entity and consolidated levels. The organization is also working towards running complex and detail-rich reports solely out of Planning Maestro. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Education

Healthcare & Hospitals

Services

Data Science Services

System Integration

Challenge

The Children’s Institute of Pittsburgh, a nonprofit organization serving children with special needs and their families, was facing challenges with their financial reporting and budgeting processes. The organization had recently expanded from one company to five, adding complexity to their financial management. They needed to separate out the financials into five separate entities but also perform reporting at a consolidated level for their financial statements and audit purposes. They were using Planning Maestro strictly for budgeting and Dynamics GP for running pre-existing hard-coded reports, which was a time-consuming and difficult process. The organization was not fully utilizing the capabilities of Planning Maestro, and the manual processes in Excel were prone to inaccuracies and errors.

About Customer

The Children’s Institute of Pittsburgh is a nonprofit organization dedicated to children with special needs and their families in Western Pennsylvania and Pittsburgh, Pennsylvania. The organization serves more than 6,000 children each year at seven campuses across Western Pennsylvania. The passionate team at The Children’s Institute is dedicated to helping children reach their full potential through educational services, autism services, outpatient physical and behavioral health services, early intervention, and child and family services. The organization had recently expanded from one company to five, adding complexity to their financial management.

Solution

The Children’s Institute of Pittsburgh expanded their use of Planning Maestro for their annual budgeting and planning and started using the cloud platform’s robust reporting capabilities. They used the solution’s spread methods, revenue calculations, and allocations capabilities to bring a new level of detail and accuracy to a complicated budgeting process. The organization also started using Planning Maestro’s advanced reporting capabilities to easily combine data from each of the five entities to create specific reports for each business unit. They were able to generate key reports, such as the total cost of running the Day School, at both the entity and consolidated levels. The organization is also working towards running complex and detail-rich reports solely out of Planning Maestro.

Impact #1	The Children’s Institute of Pittsburgh was able to bring a new level of detail and accuracy to a complicated budgeting process.
Impact #2	The organization was able to easily combine data from each of the five entities to create specific reports for each business unit.
Impact #3	The organization was able to generate key reports, such as the total cost of running the Day School, at both the entity and consolidated levels.

Impact #1

The Children’s Institute of Pittsburgh was able to bring a new level of detail and accuracy to a complicated budgeting process.

Impact #2

The organization was able to easily combine data from each of the five entities to create specific reports for each business unit.

Impact #3

The organization was able to generate key reports, such as the total cost of running the Day School, at both the entity and consolidated levels.

Benefit #1	The organization was able to serve more than 6,000 children each year at seven campuses across Western Pennsylvania.
Benefit #2	The organization was able to improve the efficiency and accuracy of their budgeting and reporting processes.
Benefit #3	The organization was able to reduce the time and effort required for financial management.

Benefit #1

The organization was able to serve more than 6,000 children each year at seven campuses across Western Pennsylvania.

Benefit #2

The organization was able to improve the efficiency and accuracy of their budgeting and reporting processes.

Benefit #3

The organization was able to reduce the time and effort required for financial management.

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Overview

Automated, Accurate and Actionable Reporting Empowers Teams to Make Decisions with Confidence

Operational Impact

Quantitative Benefit