Case Study: Leading Staffing Firm achieves centralized, controlled budgeting with Vena Solutions

Workflow engine gives managers more control over budgeting tasks

A leading Canadian staffing firm (3000+ employees, CAD $300M+) was managing its annual budget with 60 users sharing hundreds of Excel templates by email. The Finance team spent excessive time creating, distributing, reconciling and manually reformatting spreadsheets, struggled with version control and data accuracy, and had no real-time visibility into task status—delaying the budgeting cycle and increasing error risk.

Vena deployed a secure central data repository with dynamic, pre-populated Excel templates, a workflow engine for assigning and tracking tasks, and an audit trail with data validation and rollback. The result: eliminated email overload and version conflicts, automated consolidation and roll‑forward of actuals, instant insight into progress and changes at the cell level, and faster, more accurate budgets with time freed for analysis.