Case Study: Temple University achieves rapid, paperless financial close and begins Continuous Planning in 4 weeks with Planful

Temple University Starts Continuous Planning Journey in Just 4 Weeks with Planful

Temple University, a large multi-campus institution with tens of thousands of students and operations in Tokyo and Rome, was hampered by a manually intensive financial close and consolidation process managed with spreadsheets and paper. Complex grants, allocations, restatements, multi-currency reporting and legacy tools made reporting slow and error-prone, and the finance team needed a fast, complete solution without a lengthy deployment.

Using Planful, Temple implemented a Continuous Planning platform in just 4 weeks—automating data loads from Banner and NetSuite, supporting close and consolidation, currency conversion, and internal/external and ad hoc reporting. The change eliminated manual reporting burdens, produced error-free, faster month-end insights, freed finance to focus on strategic work, and launched the university’s journey to Continuous Planning and a higher financial IQ.

Temple University

David Marino

Controller and Associate Vice President