Case Study: Caritasverband der Erzdiözese Salzburg streamlines budgeting and reporting with Corporate Planning

Caritasverband der Erzdiözese Salzburg - Customer Case Study

The Caritasverband der Erzdiözese Salzburg, a social services organization, faced a time-consuming and error-prone budgeting process. With 200 operational cost centers, they relied on manually exporting, distributing, and collecting individual Excel files from managers. To improve this, they selected the Corporate Planning software solution to streamline their financial operations.

Corporate Planning implemented a centralized web client, providing each cost center manager with their own access to input and view budget figures. This eliminated the cumbersome Excel process. The solution also included the Reporting Studio, which automatically transformed data into comprehensive management reports with comments and highlights. As a result, the organization achieved a more efficient, centralized, and error-reduced budgeting and reporting workflow for all staff.

Caritasverband der Erzdiözese Salzburg

Cecile Blaga

Commercial Director