Unit4 Financial Planning & Analysis
92 Case Studies
A Unit4 Financial Planning & Analysis 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.
Tyson Ganske
Finance Planning Manager