Case Study: Leading Investment Firm achieves faster, more accurate budgeting and forecasting with Vena Solutions

Budget expenses become more accessible after full clarity replacement

One of Canada’s leading asset management firms (200+ employees, over $12 billion in assets) struggled with budgeting and forecasting after converting to Clarity 7. New templates didn’t integrate with their SQL-based MultiView GL, required hard coding and costly external consultants, and forced the finance team to gather data by email and manually copy and paste into the system—lengthening cycles and limiting time for analysis.

Vena completed a full platform migration in 30 days and deployed a secure central data repository that integrates with MultiView and uses dynamic Excel templates. Templates auto-populate, workflows and modeling tools speed collaboration and scenario analysis, and detailed audit trails improve visibility—drastically reducing consultant and IT reliance, cutting cycle time, and improving data accuracy and control.