Case Study: The Baldwin Group achieves SOX-compliant, automated month-end closes and up to five days saved per month with Arbutus Software's Analyzer

The Baldwin Group’s Leap to Automation, Enhancing Accuracy and Saving Time

The Baldwin Group, an independent insurance distribution firm based in Tampa, faced a time-consuming, error-prone manual revenue accrual process for a partnership that remained on its legacy platform. To meet Sarbanes-Oxley requirements and improve accuracy, The Baldwin Group engaged Arbutus Software and deployed Arbutus Analyzer to automate the accrual calculations that had previously relied on complex Excel workbooks.

Arbutus Software implemented Analyzer to build contract-based rate tables and apply individual policy rates automatically, enabling the accounting team to identify and correct prior calculation errors and produce auditable results. The solution cut monthly manual calculation time from up to five days to less than half a day, streamlined month-end close, improved SOX compliance and was well received by process owners for its accuracy and efficiency.

The Baldwin Group