Case Study: St. Dominic’s Home reduces budgeting time by 80% with Carlson Management Consulting and Adaptive Insights

St. Dominic’s Home - Customer Case Study

St. Dominic’s Home, a multi-faceted social services agency in the Bronx and the lower Hudson Valley, needed a better budgeting process than spreadsheets could provide. After Josh Scher became CFO, he wanted a faster, more accurate way to handle budgeting and forecasting, and he turned to Carlson Management Consulting and Adaptive Insights.

Carlson Management Consulting implemented Adaptive Insights to support budgeting, forecasting, allocations, and analysis. The result was a reduction in the budget cycle from 5 months to 3 months, an 80% cut in hours spent on budgeting, elimination of non value-added work, and the ability to maintain a year-end forecast.

St. Dominic’s Home

Josh Scher

Chief Financial Officer