Case Study: UPMC Health Plan achieves 1,000+ hours saved and two‑week faster budgeting with Prophix Software

UPMC Health Plan’s Finance Team Gets a Clean Bill of Health

UPMC Health Plan, a rapidly growing insurer within the UPMC Insurance Services Division that serves millions of members, faced a complex budgeting environment dominated by claims and administrative costs. Their finance team relied on error-prone Excel processes and time-consuming schedule preparation, which hindered timely analysis and strategic decision-making.

By implementing Prophix — a finance-owned CPM solution that integrates with PeopleSoft and their internal data warehouse and supports complex allocations — UPMC shortened its annual budget cycle by two weeks and eliminated the need to distribute and consolidate Excel workbooks, saving over 1,000 hours. The platform enabled fast what-if modeling, geographic and product-level analysis, broader access for operational owners, and improved budget insight that contributed to millions of dollars in annual benefits.

UPMC Health Plan