Case Study: Samford University achieves accurate, transparent budget management with Allitix

Samford University - Customer Case Study

Samford University, a private higher education institution in Birmingham, Alabama, needed a more user-friendly and secure way to manage budgeting across a broader group of stakeholders. Working with Allitix, the university sought a budget development solution with salary planning functionality that could integrate with Ellucian Banner and support its incremental budgeting process.

Allitix implemented Budget Development and Budget Management and Analysis models to provide real-time budget tracking, detailed salary and vacancy planning, reconciliation, and visibility into funds and FOAPAL data. The result was greater accuracy, transparency, and secure access for budget managers, who can now track staff and faculty budgets, monitor year-to-date spend, and use interactive reports to stay within budget guidelines.

Samford University

Matt DeFore

Director of Budget and Financial Planning