Case Study: Westside Community Services achieves fast, accurate financial reporting with Blackbaud Financial Edge

Westside Community Services - Customer Case Study

Westside Community Services, founded in 1967, is one of the nation’s oldest community-based mental health agencies, serving more than 3,500 San Francisco residents each year — many of whom are low-income, uninsured, homeless, or living with severe mental illness or HIV/AIDS. The organization struggled with an outdated legacy accounting system that made reporting slow, manual, and unintuitive, leading to late or imprecise budget decisions and frequent end-of-period spending rushes.

Westside implemented Blackbaud Financial Edge, converting easily from Fundware with support from experienced consultants and training. The new system provides multi-level, self-serve reporting from the dashboard and view-only access for directors, allowing accurate financial reports to be produced in minutes. As a result, staff now spend less time building reports and more time analyzing data and advancing the agency’s mission, while the fiscal manager can better reconcile contracts and monitor progress toward goals.

Westside Community Services

J. Mark Jenkins

Director of Finance and Operations