Case Study: The Associated Jewish Federation of Baltimore saves time and modernizes budgeting with Solver

The Associated Jewish Federation of Baltimore saves time and embraces modern budgeting approaches with Solver

The Associated Jewish Federation of Baltimore, a multi-entity nonprofit serving the greater Baltimore area, struggled with budgeting and financial reporting using piecemeal, manual Excel-based processes. It needed a better way to streamline planning across its many social service agencies, and turned to Solver’s xFP&A solution integrated with Sage Intacct.

Solver implemented a customized budgeting and reporting environment with support from RSM, including tailored templates, data structures, and on-site training. As a result, The Associated Jewish Federation of Baltimore sped up its entire budget process, improved collaboration across entities, and can now run consolidated financial statements in a single fast report, saving significant time and reducing manual work.

The Associated Jewish Federation of Baltimore

Devorah Miller

ERP Finance Project Manager