Client Success Story
CASE STUDY – HEALTHCARE / SENIOR LIVING / INDEPENDENT AND ASSISTED LIVING
Delmanor Unifies Senior Living Budgeting and Reporting Across All Communities
Snapshot: Delmanor
Shortened the budget cycle by up to 40%
Accelerated reporting so turnaround is approx. 50% faster
Unified community planning by bringing 7 Delmanor communities onto 1 Vena environment
Delivered real-time visibility by replacing single-user Excel templates with live planning
“ProLytics implementing Vena for our team has significantly enhanced our financial planning and reporting capabilities. The platform has streamlined our budget process, increased reporting accuracy, and simplified consolidations, providing leadership with timely and reliable financial insights.”
– Manu sharma, Vice President Finance
Delmanor
About Delmanor
Delmanor operates full-service senior living communities across the Greater Toronto Area, providing independent living, assisted and supportive living, and specialized memory care.
Today Delmanor runs 7 communities. Its senior living budgeting and reporting spans community-level budgets and forecasts, consolidation of budgets and actuals across communities, and management and board reporting packages.
The Challenge
Delmanor’s budgeting and reporting ran on Excel templates supported by data from Yardi. The files could not be opened by multiple people in the group at once, so templates were slow to open and slow to work in, and a large share of every cycle went to checking templates rather than analysing the numbers. The result was a long budget cycle and slow turnaround on every reporting package.
- Single-user templates: Excel files could not be shared across the group, so people waited on slow templates instead of working in them together.
- Time lost to checking: much of each budget cycle went to manually validating templates.
- Manual consolidation: rolling up budgets and actuals across communities took repeated, hands-on effort.
- Unnecessary steps: the process carried steps that added work without adding value.
- Data in more than one place: with no single source to pull from, getting reports into the format leadership needed took extra work.
Client Objectives
Delmanor wanted finance and community managers working from the same numbers, with less time spent maintaining templates and more time on the results.
- Move budgeting and forecasting for all 7 communities off Excel into a shared, multi-user FP&A environment.
- Standardize reporting so every community reports the same way and rolls up to a single source of truth.
- Simplify consolidation of both budgets and actuals.
- Give leadership real-time visibility into margins, revenue, and expenses.
- Shorten the budget cycle and the turnaround on management and board reporting.
The ProLytics Solution
ProLytics partnered with Delmanor to move its budgeting, forecasting, and reporting into Vena, rebuilding the underlying process around each community rather than layering software on top of the old one. Scope included:
- Community-level planning foundation: a structured Vena environment built around the individual community, replacing single-user Excel files, with Yardi data feeding the model
- Standardized budgeting and forecasting templates: one consistent template set for every community, open to multiple users at once, cutting the time spent checking templates.
- Consolidation of budgets and actuals: roll-ups across all 7 communities handled inside Vena instead of by hand.
- Standardized reporting: income statements and management and board reporting packages built from one data set and available in whatever format finance needs.
- Enablement: Delmanor’s team was set up to own the environment, building additional templates and reports independently after go-live.
Why Delmanor Chose ProLytics for Its Senior Living Budgeting and Reporting
Delmanor needed more than new software. ProLytics rebuilt the budgeting, forecasting, and reporting process itself, removing steps that added effort without adding value, so the gains came from a better process as well as a better platform.
The environment was designed around how a senior living operator actually runs: community by community, with finance and community managers working in one shared place. Once it was live, Delmanor took ownership and kept extending it on its own.
Key Outcomes
- Budget cycle up to 40% shorter: a full senior living budget cycle now takes up to 40% less time from start to sign-off.
- Reporting turnaround cut by about 50%: management and board reporting packages now come together in about half the time.
- All 7 communities on one platform: every Delmanor community now plans and reports in Vena.
- Easier consolidation: budgets and actuals consolidate in Vena rather than through manual spreadsheet roll-ups
- Real-time financial visibility: updates flow through as they are made, and the whole team sees the impact on margins, revenue, and expenses immediately.
Business Impacts
- Finance trusts the numbers it reports. All data sits in one place, so reports come from a single trusted source and can be produced in whatever format the purpose requires.
- Leadership gets faster, more accurate reporting. More automation and fewer manual steps mean management and board packages arrive sooner and with fewer opportunities for error.
- The finance team gets time back every cycle. Time once spent opening and checking templates goes into analysis instead
- Delmanor extends the platform itself. The team builds its own templates and reports in Vena as needs change, rather than relying on outside help for every adjustment.
About ProLytics
ProLytics helps finance teams modernize planning, reporting, and decision-making through practical, scalable FP&A solutions. We partner closely with our clients to deliver faster time-to-value, better insights, and processes that grow with the business.
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