Case Study: City of Port Moody achieves instant 100% budget alignment and agile financial planning with Unit4 Financial Planning & Analysis

A Unit4 Financial Planning & Analysis Case Study

Preview of the City of Port Moody Case Study

City of Port Moody - Customer Case Study

The City of Port Moody, a waterfront municipality of about 34,000 in British Columbia and a long‑time Unit4 ERP customer, faced slow, error‑prone budget planning driven by complex, manual spreadsheets. Finance staff experienced consolidation challenges, limited visibility across operating, personnel and capital budgets, and lengthy alignment processes that hindered agile decision‑making.

By standardizing on Unit4 Financial Planning and Analysis integrated with its ERP, the City gained unified, interactive dashboards, automated workflows and real‑time budget views. The result: instant 100% budget alignment (down from two weeks), monthly budget reviews instead of annual, up to 18% time savings for managers and finance staff, and improved cost control, service quality and planning agility.


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City of Port Moody

Tyson Ganske

Finance Planning Manager


Unit4 Financial Planning & Analysis

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