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Ap casestudy american_academy_of_physician_assistants
 

Ap casestudy american_academy_of_physician_assistants

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Case study with regards to how we leverage Adaptive Planning at AAPA from a drill down analytics perspective

Case study with regards to how we leverage Adaptive Planning at AAPA from a drill down analytics perspective

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    Ap casestudy american_academy_of_physician_assistants Ap casestudy american_academy_of_physician_assistants Document Transcript

    • c u s to m e r c a s e s t u dy Budgeting, Forecasting and Reporting Made Easy American Academy of Physician Assistants Institutes Business Intelligence Solution Introduction Founded in 1968, the American Academy of Physician Assistants (AAPA) is the national professional society for physician assistants. It represents a profession of over 86,500 certified PAs across all medical and surgical specialties in all 50 states, the District ofAmerican Academy of Columbia, the majority of the U.S. territories, and within the uniformed services. AAPAPhysician Assistants advocates and educates on behalf of the profession and the patients PAs serve. It worksAlexandria, VA to ensure the professional growth, personal excellence and recognition of physicianNonprofit assistants and to enhance their ability to improve the quality, accessibility and cost-Challenges effectiveness of patient-centered health care. The AAPA employs 180 employees at its·· Excel-based budgeting process metro Washington, DC office. prone to error·· Lack of real-time access to data The Challenge·· Manual reporting process was The AAPA was operating on a static Excel-based budget. Managers were frustrated labor-intensive because they could not make changes easily and did not have real-time access toWhy Adaptive Planning information. When Shyam Desigan, CFO and Sr. VP of IT, AAPA, joined the organization·· Robust dashboards and drill-through he brought with him his expertise with Adaptive Planning from a previous organization.·· Advanced reporting capabilities He had specific goals of operational processes he wanted to transform and knew that he·· Automated connector to ERP system needed the right technology platform to deliver on those goals.Results “When I arrived at AAPA, the Excel-based budgeting process was very manually intensive and error prone,” said Desigan. “Along with the transformation of the budgeting and·· Provided line managers with monthly reporting process, the centralization of enterprise data and ability to view real-time access to data timely and accurate dashboards with KPI’s was a high priority for me.”·· Improved revenue forecasting·· Enabled a decision support system for the organization The Solution In three weeks, the AAPA rolled out Adaptive Planning to twenty users across the organization, including the finance group, department heads and the executive team. In addition, they embarked on a connector project for their Microsoft Dynamics SL ERP system. Now the finance group has instituted enterprise-wide collaboration in their planning process. In addition, they have dramatically improved their ability to conduct continuous forecasting and run what-if scenarios. “When I arrived at AAPA, the Excel-based budgeting process was very manually intensive and error prone. Along with the transformation of the budgeting and monthly reporting process, the centralization of enterprise data and ability to view timely and accurate dashboards with KPI’s was a high priority for me.” —Shyam Desigan, CFO and Sr. VP of IT
    • “We have substantially improved the “We have substantially improved the visibility into the budget process by line managers,” visibility into the budget process explains Desigan. “Now they can see how their departments are doing in terms of actual spend vs. budget. In addition, they can drill into the transactions for more detail. by line managers. Now they can Adaptive Planning enables the organization to have real insight into key drivers of the see how their departments are financial plan.” doing in terms of actual spend vs. budget. In addition, they can drill into the transactions for additional The Results detail. Adaptive Planning enables the The AAPA has expanded its use of Adaptive Planning beyond just budgeting and reporting. organization to have real insight into They rely on the cube sheet functionality to drag and drop multiple dimensions in rows and columns for powerful analysis. In addition, they import data from their ERP system using key drivers of the financial plan.” the Microsoft Dynamics SL connector for improved revenue forecasting and review this —Shyam Desigan, CFO and Sr. VP of IT information each month with the line managers. For example, the membership marketing team has 17 initiatives. They are able to review each of these initiatives’ financials separately in order to evaluate revenue impact and make adjustments or additional investments as necessary. “The user feedback has been phenomenal because it gives line managers a better handle on their business,” confirms Desigan. “Utilizing the new visual discovery solution, to drill into transaction level details, ensures that line managers can really understand the results and better comprehend the information. It is a fantastic business intelligence tool that has transcended beyond an FP&A solution to become our decision support system within the organization.”“Utilizing the new visual discovery solution, to drill into transaction level details, ensures that line managers can really understand the results and better comprehend the information. It is a fantastic business intelligence tool that has transcended beyond an FP&A solution to become our decision support system within the organization.” —Shyam Desigan, CFO and Sr. VP of ITCorporate Headquarters Sales Product Support2041 Landings Drive sales@adaptiveplanning.com support@adaptiveplanning.comMountain View, CA 94043 Public RelationsTelephone: +1.800.303.6346 press@adaptiveplanning.comFax: +1.650.528.7501 For more information, call Adaptive Planning today atEmail: info@adaptiveplanning.com +1.800.303.6346 or email us at info@adaptiveplanning.com©2012 Adaptive Planning, Inc. All rights reserved. All products and services referenced herein are either trademarks or registered trademarks of their respective companies.