Case Study: a $70M senior living center streamlines budgeting and forecasting with Messina Group and Anaplan

a $70M senior living center cuts budgeting time from 3 months to 2 weeks with Messina Group

Messina Group worked with a $70M senior living center that struggled with a lengthy, manual, and error-prone budgeting process built on spreadsheets. The client spent excessive time consolidating data and fixing errors, leaving no capacity for budget analysis or driver-based forecasting.

Messina Group assessed the client's needs, selected and negotiated for the Anaplan platform, and then managed a team to implement the solution. The new system provided automatic, error-proof consolidations and real-time workflow insights. This saved hundreds of hours for the Controller, improved accuracy, enabled better reporting, and cut the budgeting process time from three months down to two weeks.