Case Study: William James College achieves faster, more accurate budgeting and forecasting with XLerant BudgetPak

William James College - Customer Case Study

William James College, a private graduate school of psychology in Newton, Massachusetts, was outgrowing its Excel-based budgeting process as enrollment, programs, and budget complexity rapidly increased. The college needed a better way to manage budgeting and forecasting, reduce errors, and give department leaders more useful reporting and visibility. XLerant’s BudgetPak was selected to replace the manual spreadsheets and support both annual budgeting and ongoing forecasting.

XLerant implemented BudgetPak in just three weeks, giving William James College a centralized system for budgets, actuals, prior forecasts, and next-year planning. The result was a major efficiency gain: forecasting time dropped from three days to about three hours, while improving control, accuracy, and confidence in the numbers. With XLerant, managers could also model strategic changes much faster, helping stakeholders make more informed decisions.

William James College

Dan Brent

CPA, Chief Financial Officer