Case Study: Leading Water Services Company achieves automated, accurate budgeting with Vena Solutions

Automating a budgeting process with a workflow engine leads to trustworthy results

One of Canada’s leading water services companies (700+ employees, CAD $130M+ revenue) was bogged down by a manual budgeting process that required sending, collecting and consolidating hundreds of Excel files across departments. The finance team faced severe version-control issues, email overload, inability to track task status without phone and email follow-ups, and risk from uncontrolled spreadsheet edits—while their GL ran on Great Plains.

Vena implemented a secure central data repository that syncs with the client’s GL and powers linked Excel templates, a workflow engine for assigning tasks and viewing progress in near real time, and audit trails and business rules to prevent unauthorized changes. The result was a single source of truth with automatic template consolidation, reduced setup and consolidation time, improved visibility for managers to identify bottlenecks, and more accurate, timely budgets.