Case Study: a leading REIT’s FP&A team automates budget loads with BizAcuity

Leading REIT’s FP&A Team eliminates hours of manual budget load work with BizAcuity

The FP&A team at a leading US real estate investment trust faced a significant challenge with its manual budget load process. Analysts at the REIT were spending hours each cycle manually exporting, reformatting, and uploading budget data from Anaplan into their enterprise data warehouse (EDW), which introduced errors and delays. BizAcuity was engaged to automate this process.

BizAcuity implemented an automated data pipeline to transfer budget and forecast data from Anaplan directly to the EDW. This solution eliminated hours of manual work each cycle, freed analysts to focus on analysis, and improved data accuracy. The automated process made budget data available immediately at the start of the planning cycle, enabling faster reporting and earlier insights for leadership.