Case Study: Cal Poly Pomona Foundation achieves streamlined research grant management and a 40% drop in support calls with CentralSquare Technologies' Finance Enterprise

How Cal Poly Uses Finance Enterprise to Streamline Research Grant Management

Cal Poly Pomona Foundation, which manages hundreds of university research grants, was struggling with an aging CentralSquare Technologies system that required terminal access, hidden keystrokes and fragmented screens. The cumbersome workflow and lack of mobility drove up support demand (about 30 help calls per week) and left users and IT frustrated, prompting the Foundation to seek a modern, customizable finance solution.

CentralSquare Technologies migrated the Foundation to its Finance Enterprise platform, replacing terminal access with a mobile-friendly, role-customizable interface and centralized grant data for easy self-service reporting. The move simplified workflows, increased user satisfaction and reduced IT burden—help calls related to grants fell by 40%—while enabling the Foundation to expand use of Finance Enterprise’s features.

Cal Poly Pomona Foundation

Debra Chavez

Financial Systems Manager