Case Study: Northwood Schools achieves real-time spend visibility and paperless approvals with PLANERGY

How an independent school group got visibility and control of spend across multiple school locations​

Northwood Schools, a group of four independent schools serving over 3,000 students with about 200 staff, faced limited visibility into department spending, paper-based approvals, incomplete purchasing records, and frequent invoice/payment errors. They selected PLANERGY’s Purchasing & Accounts Payable Management software for education to replace manual Excel and paper processes and give senior administrators real-time insight into spending across sites.

PLANERGY implemented a paperless purchasing and approvals system with department-level budget visibility, automated three-way matching, and integration to SAGE 200. The result: faster approvals, accurate bookkeeping, reduced manual data entry, and clearer spending control — administrators can pull purchasing reports in seconds — and the rollout expanded from 50 to 100 PLANERGY licenses as the schools scaled the solution.

Northwood Schools

Donald Freeman

Finance Manager