Home » Case Studies » Non-Profit Social Enterprise Builds Smarter, More Effective Budgeting
Since 2002, Genesys Works has enabled economically- disadvantaged students by moving them out of poverty and into a professional career. However, with its expansion to 6 entities nationwide, the organization needed a better solution to manage its budgeting and reporting.
As Genesys Works outgrew its time-consuming Excel process, the team needed more budget visibility, scenario planning, and overall streamlining.
With six locations nationwide, Genesys Works needed more efficient financial processes and systems to support a consolidated organization. Some challenges included:
Genesys Works outgrew its time-consuming Excel process.
E78 implemented a more effective, user-friendly budgeting process.
With Workday Adaptive, changing a single assumption cascades beautifully through every budget in the organization.
E78 helped Genesys Works implement a more effective, user-friendly budgeting process along with the following:
"In our current budget cycle, a substantial expense was higher than expected."
“Prior to Adaptive, I’d go to six different people to change a cell in their Excel workbooks… Now, I change a single assumption and it cascades beautifully through every budget in the organization.” – Amir Yunis CFO, Genesys Works
E78 Partners delivers solutions to help investment managers, private equity sponsors, and corporate leaders across the middle market through Fortune 500 companies.
© 2024 E78 Partners. All rights reserved.
E78 Headquarters
1301 W 22nd St,
Ste 410
Oak Brook, IL 60523
Get the latest industry news delivered straight to your inbox.
“We are excited to share that we have acquired Global PMI Partners’ US division.” Read the full announcement here