Case Study: UMass Memorial Medical Center achieves efficient, actionable financial reporting and streamlined budgeting with Infor CPM

UMass Memorial gains efficient, actionable financial reporting with Infor CPM

UMass Memorial Medical Group, part of UMass Memorial Health Care and one of New England’s largest nonprofit healthcare systems, serves over one million patients across 80 practice sites and three Worcester hospital campuses. The organization faced a manual, spreadsheet-driven budgeting process, inconsistent financial reporting, a lack of standardized KPIs across finance and operations, and wanted to move board meetings from reviewing results to proactive strategic planning.

By implementing Infor Corporate Performance Management with implementation support from CFO Solutions LLC, UMass Memorial converted a labor‑intensive budget and close process into an integrated, automated financial management system. The solution standardized KPIs with dashboards and scorecards, introduced a rolling forecast, and enabled automated reporting—resulting in faster, data‑driven decision‑making, more action‑oriented board meetings, and improved readiness for regulatory and industry changes.

UMass Memorial Medical Center