Case Study: Leading Engineering and Construction Service Company achieves automated forecasting and full project visibility with Vena Solutions

Automation of the forecasting process leads to high customer satisfaction ratings

A leading North American engineering and construction firm (>$120M revenue, 1,000+ employees) faced a manual, email‑based forecasting process that required distributing, collecting and consolidating hundreds of Excel templates. The approach caused email overload and version‑control problems, left finance without visibility into task status or approvals, and forced the team to skip forecasts for many smaller projects.

Vena integrated with the firm’s Penta ERP and provided a central data repository, dynamic Excel templates, a workflow engine and a detailed audit trail so templates auto‑update, actuals roll forward and managers can assign and monitor tasks from a single view. The result: every project is now forecasted monthly, manual consolidation and status emails were eliminated, data accuracy and visibility improved, approvals are timelier, and customer satisfaction increased.