Case Study: BALANCE Life achieves flexible, error-free reporting with Corporate Planning

A Corporate Planning Case Study

Preview of the BALANCE Life Case Study

BALANCE Life - Customer Case Study

BALANCE Life, a social services organization supporting people with disabilities, faced a highly time-consuming and error-prone challenge. They previously relied on Excel for their reporting and billing processes, a system that had become unmanageable. They urgently needed a suitable replacement to handle their complex structures, especially for government-funded reporting with its unique key performance indicators.

The vendor Corporate Planning implemented its flexible Corporate Planner software, which provided a made-to-measure solution. The intuitive system can be customized and expanded upon, allowing the customer to respond flexibly to changing billing requirements. As a result, Corporate Planning's solution made their previous Excel processes entirely redundant, saving significant time and providing accurate reporting at the touch of a button for years to come.


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BALANCE Life

Mag. Christiane Bartel

Controlling & IT


Corporate Planning

146 Case Studies