Case Study: Deloitte achieves automated, error-free budgeting and real-time workflow control with Vena Solutions

Deloitte - Customer Case Study

Deloitte, a leading global financial services and consulting firm, faced a slow, error-prone budgeting process that relied on distributing and reconciling Excel templates across departments. Finance suffered from email overload, poor version control, no formal workflow for tracking tasks, and days spent manually mapping accounts across multiple general ledgers, leaving little time for analysis.

Deloitte implemented Vena to centralize data and automate planning: a single, dynamic Excel template synced to a central database that integrates with multiple GL systems, automatically updates mappings, and enforces workflow with auditing and task tracking. The result was a dramatic reduction in manual work, elimination of version-control and email bottlenecks, faster consolidation across GLs, improved visibility for managers, and more time for financial analysis.

Deloitte