Case Study: Onward We Learn streamlines budgeting and forecasting with Martus Solutions

Onward We Learn streamlines budgeting in 3 training sessions with Martus Solutions

Onward We Learn (OWL), a federally funded college readiness program, faced significant challenges with its manual, spreadsheet-based budgeting process. The organization's CFO, Susan Mansolillo, managed a fragile system involving individual department spreadsheets that required manual consolidation, leading to errors and inefficiencies. Seeking to streamline this process, the customer adopted Martus Solutions to integrate with its existing Sage Intacct accounting software.

Martus Solutions provided a spreadsheet-familiar interface and bi-directional sync with Sage Intacct, which eliminated manual data transfer and reduced the learning curve for department heads. The solution's role-based access control allowed for distributed budget ownership without exposing the full financial file. As a result, Martus transformed the budgeting process, making it more collaborative and efficient. Department heads gained confidence, and new staff could be onboarded easily, with the CFO becoming a major advocate for the software.

Onward We Learn (owl)