Case Study: Orlando Regional REALTOR® Association achieves 20% efficiency gains with XLerant’s BudgetPak

Orlando Regional Realtor Association - Customer Case Study

Orlando Regional REALTOR® Association, one of Florida’s largest local trade associations with about 12,000 members, needed a better way to manage budgeting as it shifted from a historical profit target to funding new member-satisfaction initiatives. Its Excel-based process was slow, error-prone, and difficult for managers to use, especially with member dues making up 40% of revenue and the need for more accurate forecasting.

XLerant implemented BudgetPak, a cloud-based budgeting solution that integrated with ORRA’s SAGE 100 ERP General Ledger and simplified data entry, reporting, and historical archiving. As a result, ORRA improved transparency and accountability, reduced formula errors, and saved approximately 20% in efficiency, helping the team get to the bottom line faster and support new strategic programs.

Orlando Regional Realtor Association

Hector Sanchez

CPA, Vice President of Finance