Case Study: Texas Baptists achieve streamlined, transparent budgeting with XLerant BudgetPak

Texas Baptists - Customer Case Study

Texas Baptists, specifically the Baptist General Convention of Texas, needed a better way to manage an annual budgeting cycle involving 100 staff members, 40 departments, and about 2,000 projects. Their Excel spreadsheets were too easy to break, and a custom Access-based system was confusing, hard to report from, and lacked version control and personnel planning features.

XLerant implemented BudgetPak to give Texas Baptists an intuitive, plain-English budgeting platform with strong controls and reporting. XLerant completed the conversion in just one month, and the result was high user acceptance, transparent personnel planning, secure salary data, smoother reporting and financial integration, and 100 happy users who found the budgeting process more precise and above reproach.

Texas Baptists

Jill Larsen

Chief Financial Officer