Case Study: Welch Allyn achieves compressed forecasting — cutting forecast cycle from two months to two weeks — with Planful

Compressed forecasting provides Welch Allyn critical insight

Welch Allyn, a long-standing medical device company, faced time-consuming, error-prone financial forecasting as it prepared for a sale and tighter executive reporting. SAP made key data hard to extract and Excel proved brittle for the CFO’s new 18‑month rolling forecasts, so the finance team struggled to produce timely, accurate budgets and forecasts.

The company implemented the cloud-based Host Analytics Enterprise Performance Platform in 2011, completing rollout in about four months. Forecasting time dropped from roughly two months to as little as two weeks, reporting became more flexible during acquisition talks, IT support was not required, and the finance team gained efficiency and capacity to perform higher‑value analysis.

Welch Allyn

Rick Odom

Senior Manager, FP&A