Case Study: Mesirow Financial achieves 20–30% faster data gathering and improved planning & reporting with Strata Decision Technology

Mesirow Financial Partners with Axiom to Improve Planning, Reporting, and Data Efficiencies

Mesirow Financial faced a complex planning and reporting challenge: budgeting and forecasting across roughly 400 accounts, 300 workbooks and about 75 unique allocation methodologies, while needing agile top‑down and bottom‑up planning, remote access, and tight integration with its virtual environment. After evaluating many options, Mesirow Financial chose Strata Decision Technology and the Axiom performance management solution to gain greater planning flexibility, scenario modeling and the ability to report accountability down to individual business units.

Strata Decision Technology implemented Axiom to provide scenario planning, “latest estimate” functionality, flexible type codes for deep drill‑downs, and finance‑owned reporting tools. The change delivered measurable gains: data gathering is now 20%–30% faster and the finance team reduced time spent on data generation from 60%–70% down to about 40%, freeing more time for analysis and strategic insight, while supporting Mesirow’s detailed allocation and reporting requirements.

Mesirow Financial

Erin Lavelle

Chief Operating Officer