Case Study: Morgan Services streamlines budgeting and reporting with Solver Suite

Morgan Services streamlines xFP&A budgeting and beyond with Solver Suite

Morgan Services, a Chicago-based hospitality and healthcare textile rental company, was struggling with a slow, error-prone budgeting process built around manually managed Excel files shared among eight general managers and leadership. The company needed a better way to budget with more detail, stronger forecasting, and easier drill-down for stakeholders, especially while working with Microsoft Dynamics Great Plains.

Solver implemented its Suite of xFP&A, integrated with Microsoft Dynamics Great Plains, to automate budgeting, improve reporting, and support real-time forecasting adjustments. The result was a major efficiency gain: Morgan Services cut its budgeting cycle from 5–6 months to just a few weeks, created a “one source of truth,” and improved support response times, often getting help within a couple of hours.

Morgan Services

Brian Berg

Chief Information Officer