Case Study: Palm Beach Atlantic University achieves more collaborative, accurate budgeting with XLerant BudgetPak

Palm Beach Atlantic University - Customer Case Study

Palm Beach Atlantic University, a Christian liberal arts school in West Palm Beach, Florida, was looking to move beyond a time-consuming Excel-based budgeting process that made collaboration difficult and created concerns about accuracy. The university wanted a more user-friendly way to decentralize budget ownership, improve communication across departments, and better connect budgeting with its strategic plan.

XLerant provided its cloud-based BudgetPak software, giving Palm Beach Atlantic University a centralized, collaborative budgeting system with a row-and-column option for Excel-like users. The result was smoother approval workflows, faster real-time problem solving, stronger visibility into budget status, and significantly better forecasting through monthly budgets and rolling forecasts. Palm Beach Atlantic University reported much more confidence in its numbers and improved alignment between budgeting and strategic goals.

Palm Beach Atlantic University

Anne Ilcus

Budget Administrator and Investment Analyst