Case Study: Berkshire Hathaway HomeServices achieves 10x budgeting capacity and faster, more accurate forecasts with Vena Solutions

Finding Prime Real Estate in Better Budgeting

Berkshire Hathaway HomeServices, a real estate brokerage franchisee network, struggled with multiple disconnected financial systems and heavy reliance on spreadsheets. The company needed more effective, detailed budgets for the main corporation and seven regional offices, but manual processes created time-consuming work and data accuracy issues.

Vena automated real-time data collection from disparate systems, used familiar Excel templates, and enabled drill-down and variance analysis down to the agent level. As a result, rolling forecasts were adopted (the 2017 budget was largely known by Q3 2016), finance moved from managing 8 budgets to 80 in the same time, and stakeholders gained intuitive, personalized reporting with more accurate, faster insights.

Berkshire Hathaway HomeServices

Jessica Karsies

Finacial Analyst