Case Study: Temple University streamlines financial close and consolidation with Planful

Temple University starts continuous planning in 4 weeks with Planful

Temple University, a large institution with complex financial consolidation needs across multiple campuses and currencies, was hindered by manual spreadsheet-based processes. These time-consuming methods prevented the finance team from focusing on higher-value strategic work. Seeking to modernize without a lengthy implementation, they turned to Planful for its Continuous Planning solution to streamline their financial close and reporting.

Planful implemented its platform for financial close and consolidation in just four weeks, automating data collection and integrating with the university's existing systems. This provided immediate results, including a faster, paperless close process, effortless ad hoc analysis, and more time for strategic projects. The vendor's solution eliminated errors and gave the entire institution faster access to insights, successfully launching Temple on its Continuous Planning journey.

Temple University

David Marino

Controller and Associate Vice President