Vena Solutions
109 Case Studies
A Vena Solutions Case Study
Turner Enterprises, which manages philanthropic and charitable interests, land holdings, and investments, needed a better way to handle budgeting, forecasting, and financial reporting across a complex, multi-state operation. Using Vena Solutions, the finance team moved away from manual processes and disconnected reports, aiming to create a more connected and efficient finance function.
Vena Solutions implemented automated templates for budgeting, forecasting, and reporting, along with expert managed services to build custom CapEx and workforce templates and automate check register data and monthly report distribution. The result was a single source of truth for 57 users, real-time dashboard access, 100% user adoption, and a faster budgeting process that Turner said could help shrink a three-month budget cycle.
Meg Bear
Controller