Case Study: Sheppard Pratt achieves streamlined, accurate budgeting and improved data integrity with Strata Decision Technology (Axiom EPM)

Sheppard Pratt - Customer Case Study

Sheppard Pratt, a private non-profit behavioral health system in Towson, MD with 2,300 employees and 37 programs, faced inefficient, error-prone budgeting across numerous remote locations and multiple versions of the budget. After a market search they selected Strata Decision Technology’s Axiom EPM to unify budgeting, improve data integrity, and support a smooth transition that matched their existing processes.

Strata Decision Technology implemented Axiom EPM across the organization, consolidating all budgeting functions into a single, Excel-friendly platform that Finance can customize without IT help. The solution automated tasks like fringe benefit calculations and budget checks (with automatic email alerts), significantly shortening the budgeting cycle, increasing data integrity, freeing staff for analysis, and prompting plans to expand Axiom EPM’s reporting tools across the system.

Sheppard Pratt

Donna Corbett

Controller