Case Study: Change Healthcare achieves dramatically faster, automated budgeting & planning with Allocadia

How One Healthcare Marketer Created a More Functional Budgeting & Planning Process For Her 19-member Team with Allocadia

Change Healthcare, a Nashville-based healthcare technology company with a 19-member marketing team spread across five locations, faced a fragmented, manual budgeting and forecasting process. Inconsistent naming conventions and multiple spreadsheets forced one person to reconcile budgets full-time and created frequent ad-hoc requests from finance that delayed answers and caused friction.

Amanda Lomas implemented Allocadia to centralize budgets, automate actual investment data flows from financial systems, and enforce standardized tagging and processes. The result: reconciliation time dropped from five days to about 3–4 hours, finance and leadership gained fast, transparent reporting, and marketers moved to a simpler, consistent planning process that reduced manual work and improved alignment.

Change Healthcare

Amanda Lomas

Director of Marketing Analytics