Case Study: Westbank First Nation achieves faster, more accurate financial reporting with Infor F9

Westbank First Nation improves financial reporting speed, quality with Infor F9

Westbank First Nation, a Canadian leader in aboriginal self-government based near Kelowna, faced an inflexible legacy financial-reporting system that frustrated staff and couldn’t deliver easy, on‑the‑fly, customized reports or efficient distribution. The organization needed a user‑friendly solution that leveraged existing Microsoft Excel skills and provided reliable, timely reporting for managers and departments.

WFN implemented Infor F9, which links real‑time ERP data into Excel and supports conditional formatting, pivot tables and automated audit checks. The result: faster, more accurate and informative reports that managers notice and trust, easier customization and distribution, and improved staff and management satisfaction.

Westbank First Nation

Eric Fleury

Budget and Financial Reporting Administrator, Westbank First Nation