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Rapid ROI with Budgeting & Forecasting Platform Selection & Implementation

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Client Profile & Challenge

Client Profile & Challenge

Client is a $75M multi-facility Senior Living Community

Challenge: Our client’s budgeting process utilized Excel spreadsheets that were manually distributed to each facility and department. In addition to this labor-intensive consolidation process, the spreadsheets were error prone and time consuming to complete. Our client spent hundreds of hours manually consolidating and correcting these spreadsheets.

Client Profile & Challenge

Solution Overview

Messina Group conducted a vendor selection to find the planning and management software platform that was the right fit for our client. After negotiating favorable terms with Anaplan, Messina led the execution program to implement the platform. This program included project management, implementation, data integration, change management, and training.


Budgeting & Forecasting, Vendor Selection, Change Management, Data Warehousing, Analytics

Technology Used

Microsoft Azure, Power BI, Anaplan, Great Plains

Client Profile & Challenge

Team Composition

The Messina team consisted of a Program Manager, Data Architect, and Business Analyst/OCM consultant. This team was paired with our client’s Controller and Assistant Controller, reporting into the CFO who acted as Executive Sponsor for the initiative.

Client Profile & Challenge

“After” Business Value Creation

Once the winning vendor was selected, Messina negotiated the licensing agreement, saving our client over $100,000 in licensing fees prior to kicking off the implementation.

Once the solution was implemented and integrated with the existing EDW, our client saved hundreds of hours of manual consolidation efforts and error remediation with their new budgeting and consolidations process.

With a streamlined workflow and driver-based planning, our client was able to create quicker, more accurate budgets and begin incorporating re-forecasts into their process.

BHI Senior Living



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