Case Studies

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Business Benefits Realized:
  • Condensed the annual budget process timeline by 50% – from six months to three months.
  • Enabled UHS to achieve their goal of implementing a bottoms-up budgeting process.
  • Created budgetary accountability for profits and losses at the district level.
  • Automated and reduced the chance for human error during the budgeting cycle.
  • Saved finance department staff more than 100 hours annually in first year and on-going.
  • Provided a greater understanding of individual customer and market segment profitability, allowing for more strategic business decisions.
Software Implemented:
  • Dynamic Cubes (G/L, Profitability and Purchasing)
  • Web-Reporting
  • General Ledger Dashboards
  • Financial Planning & Forecasting
  • Proprietary EBM® Data Mart
Business Benefits Realized:
  • Provided one business intelligence system operating across two different ERP systems for consolidated, consistent, and complete reporting capability across the organization.
  • Provided accurate commodity forecasting to ensure proactive product pricing and margin management even as raw material costs rose rapidly.
  • Delivered real-time understanding of profitability at the item and customer level for setting portfolio strategy and expanding margins.
  • Created a real-time link between procurement and sales to ensure the correct buying, production schedules, and days of on-hand inventory management for working capital optimization.
  • Helped create a culture of discipline/accountability and proactive P&L management with forecasting software rolled out across key functional departments (i.e., Sales, Procurement, Manufacturing, and SG&A).
Software Implemented:
  • Dynamic Cubes (G/L, Profitability)
  • Web-Reporting
  • Sales, Expense and Financial Planning & Forecasting
  • Purchasing Contract Management
Business Benefits Realized:
  • Helped Gryphon Investors achieve a sale price for TrustHouse that was well above their initial valuation.
  • Provided a consolidated financial view in preparation for the sale of TrustHouse, which was operating with a siloed business structure due to recent acquisitions.
  • Enabled the management team to quickly respond to requests for financial data, instilling confidence in potential buyers.
  • Enabled accountants to provide potential buyers with updated, accurate reporting throughout the sale process.
Software Implemented:
  • Dynamic General Ledger Cube
  • Proprietary EBM® Data Mart
Business Benefits Realized:
  • Helped Gryphon Investors achieve a sale price for TrustHouse that was well above their initial valuation.
  • Provided a consolidated financial view in preparation for the sale of TrustHouse, which was operating with a siloed business structure due to recent acquisitions.
  • Enabled the management team to quickly respond to requests for financial data, instilling confidence in potential buyers.
  • Enabled accountants to provide potential buyers with updated, accurate reporting throughout the sale process.
Software Implemented:
  • Dynamic General Ledger Cube
  • Proprietary EBM® Data Mart