Case Studies How Mosaic Helped Enboarder’s Finance Team Level Up from Tactical to Strategic

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	How Mosaic Helped Enboarder’s Finance Team Level Up from Tactical to Strategic

How Mosaic Helped Enboarder’s Finance Team Level Up from Tactical to Strategic

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP) Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Professional Service Software
Applicable Functions	Business Operation
Services	Software Design & Engineering Services System Integration
Challenge	As Enboarder’s business started scaling, their small-but-mighty finance team needed to build a modern tech stack to keep up. The company was growing fast but needed to watch spending. Investing in the right tools would create efficiencies and avoid the need to hire expensive new headcount. Zhou, VP of Finance, was responsible for tracking financial performance, building budgets and forecasts, and reporting for three different legal entities. Manual work was preventing the team from providing strategic decision support. Zhou sought a Strategic Finance Platform to complement NetSuite and other existing systems. Read More
About Customer	Enboarder helps organizations create better human connections, inviting engagement and building alignment along every step of the employee experience. Its Human Connection Platform cuts through the noise of daily communications and elevates the things that matter most with interactive, actionable nudges. Enboarder’s business was scaling rapidly, necessitating a modern tech stack for their finance team to keep up. The finance team, led by VP of Finance Yaya Zhou, was responsible for tracking financial performance, building budgets and forecasts, and reporting for three different legal entities. Zhou aimed to elevate her team from manual drudgery to strategic decision support. Read More
Solution	Zhou needed a simpler, more modern solution than legacy FP&A software tools. Mosaic was chosen for its ease of use and fast implementation. A direct integration with NetSuite was crucial, as it allowed Mosaic to complement NetSuite’s accounting functions. NetSuite managed accounting transactions and consolidations, while Mosaic handled FP&A workflows. Mosaic’s automated integration synced accounting actuals from NetSuite with Mosaic’s reports, dashboards, and financial models. This enabled automated local and common currency reporting, allowing Zhou to quickly spot variances driven by currency translation impacts versus actual performance drivers. Mosaic’s flexible reporting tools provided a finance view of performance data, making it easier for the management team to understand. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Professional Service

Software

Applicable Functions

Business Operation

Services

Software Design & Engineering Services

System Integration

Challenge

As Enboarder’s business started scaling, their small-but-mighty finance team needed to build a modern tech stack to keep up. The company was growing fast but needed to watch spending. Investing in the right tools would create efficiencies and avoid the need to hire expensive new headcount. Zhou, VP of Finance, was responsible for tracking financial performance, building budgets and forecasts, and reporting for three different legal entities. Manual work was preventing the team from providing strategic decision support. Zhou sought a Strategic Finance Platform to complement NetSuite and other existing systems.

About Customer

Enboarder helps organizations create better human connections, inviting engagement and building alignment along every step of the employee experience. Its Human Connection Platform cuts through the noise of daily communications and elevates the things that matter most with interactive, actionable nudges. Enboarder’s business was scaling rapidly, necessitating a modern tech stack for their finance team to keep up. The finance team, led by VP of Finance Yaya Zhou, was responsible for tracking financial performance, building budgets and forecasts, and reporting for three different legal entities. Zhou aimed to elevate her team from manual drudgery to strategic decision support.

Solution

Zhou needed a simpler, more modern solution than legacy FP&A software tools. Mosaic was chosen for its ease of use and fast implementation. A direct integration with NetSuite was crucial, as it allowed Mosaic to complement NetSuite’s accounting functions. NetSuite managed accounting transactions and consolidations, while Mosaic handled FP&A workflows. Mosaic’s automated integration synced accounting actuals from NetSuite with Mosaic’s reports, dashboards, and financial models. This enabled automated local and common currency reporting, allowing Zhou to quickly spot variances driven by currency translation impacts versus actual performance drivers. Mosaic’s flexible reporting tools provided a finance view of performance data, making it easier for the management team to understand.

Impact #1	Mosaic transformed the culture of financial collaboration at Enboarder, empowering leaders with real-time data to make informed decisions.
Impact #2	The finance team now focuses on value-added work rather than repetitive manual tasks, enhancing their strategic impact.
Impact #3	Mosaic’s flexible reporting tools provided a finance view of performance data, making it easier for the management team to understand.

Impact #1

Mosaic transformed the culture of financial collaboration at Enboarder, empowering leaders with real-time data to make informed decisions.

Impact #2

The finance team now focuses on value-added work rather than repetitive manual tasks, enhancing their strategic impact.

Impact #3

Mosaic’s flexible reporting tools provided a finance view of performance data, making it easier for the management team to understand.

Benefit #1	The workflow automation probably saves a full-time headcount, avoiding the need to hire an additional analyst.
Benefit #2	The cost of Mosaic’s subscription is justified by the savings from not hiring a new headcount.

Benefit #1

The workflow automation probably saves a full-time headcount, avoiding the need to hire an additional analyst.

Benefit #2

The cost of Mosaic’s subscription is justified by the savings from not hiring a new headcount.

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Overview

How Mosaic Helped Enboarder’s Finance Team Level Up from Tactical to Strategic

Operational Impact

Quantitative Benefit