Case Study: AAA Northeast achieves automated, agile financial planning and reporting with Prophix Software

AAA Northeast - Customer Case Study

AAA Northeast, one of the largest AAA clubs serving 5.2 million members across six states, relied on a homegrown, spreadsheet-based system to handle budgeting, forecasting, reporting and consolidation for more than 20 business units. That approach required maintaining some 200 complex spreadsheets, caused delays in monthly reporting, created security risks around financial and payroll data, and frustrated both finance staff and non‑financial end users.

By implementing Prophix CPM—integrated with their Microsoft Dynamics GP general ledger—AAA automated and standardized budgeting, forecasting, reporting and consolidation with an Excel‑like, multidimensional interface. The result was consistent, accurate and automatically distributed standalone and consolidated reports, role‑based security and workflow controls, faster reforecasting and robust “what‑if” scenario analysis, improved end‑user adoption and greater agility in decision making.

AAA Northeast

Kevin F. Vieira

Director, Finance