Case Study: Birch Family Services reduces manual finance work with DataBlend

Birch Family Services Reduces Manual Work with DataBlend

Birch Family Services, a nonprofit serving individuals with autism and developmental disabilities, faced a significant challenge with manual data processes. Their FP&A team was spending excessive time exporting data from Sage Intacct, manipulating it in spreadsheets, and uploading it into Workday Adaptive Planning to create customized reports for various stakeholders. This left little time for valuable data analysis.

DataBlend implemented an integration solution between Sage Intacct and Workday Adaptive Planning, automating the entire export, transform, and load process. This provided Birch Family Services with real-time, accurate financial data, drastically reduced errors, and cut the monthly workload. The DataBlend solution saved considerable time, with workflows completing in just 2-3 minutes, allowing the team to focus on more strategic tasks and improve overall data accuracy.

Birch Family Services

Claire Mahmood

Director of Financial Planning & Analysis