A Vena Not-For-Profit Customer Success Story

Upstream USA - Improving
Mission-wide Collaboration with FP&A Platform-based Budgeting, Workflows and PowerBI

Key Facts - Upstream USA

Founded in 2014 to expand opportunity and reduce unplanned pregnancy across the United States.

Transforming healthcare infrastructures in Washington, Massachusetts, North Carolina and Rhode Island.

Aiming to serve over 1 million women each year, with the goal to work with healthcare practices across the U.S.

Challenges with Existing Cumbersome Budgeting Software

Meet Upstream, a dynamic non-profit organization committed to making a positive impact on communities across the United States. Before engaging with ProLytics Consulting Group, Upstream faced challenges with their existing budgeting software, prompting them to seek a more user-friendly and efficient solution.

In a candid conversation, the team at Upstream shared their experience before deciding on an implementation partner: the ProLytics Consulting Group. With the Upstream team of 180 people, including a lean FP&A team of just two individuals and minimal support from the data team, their previous budget software proved to be cumbersome and difficult to navigate.

Common Non-Profit Challenges

Measuring Impact

Workflow Planning

Increasing User Adoption

Moving to a FP&A Platform
& Increasing User Adoption

The key issues stemmed from the software’s complexity, requiring a strong background in data analysis. Common to FP&A platforms, this reliance on the data team for every budget process made it challenging for Upstream to manage and adapt on the fly. Moreover, the tool’s difficulty of use and propensity for accidental errors led to dissatisfaction among end users, including their own team.

The Upstream team sought a solution that would streamline their budgeting processes and reduce dependence on the data team. Enter ProLytics Consulting Group. The ProLytics team, having recognized the challenges faced by Upstream, proposed a comprehensive solution aligning with their needs and objectives.

The new solution, powered by Vena, aimed to address these challenges head-on. It not only needed to be user-friendly but also integrate seamlessly with Power BI, Upstream’s preferred reporting tool. Additionally, the implementation scope involved recreating reports for board meetings and incorporating HR planning, financial planning, and a separate revenue planning model.

Take Charge of Your Workflow

Bye bye busy work. Upstream enabled workflows in Vena. you can map out your entire process, automate report sends, set up task reminders and more.

Track Every
Step

Never miss a deadline again. Leveraging an intuitive and visual workflow builder, you can track each step in your process and receive real-time updates.

Easily Review, Approve and Distribute Budgets

Simplify your input, approval, upload and distribution process—and automatically send notifications to colleagues when it’s their turn in the process.

Effective Senior Leadership
Collaboration through Workflow Features

One of the key highlights of the ProLytics solution was the incorporation of workflow features. This key addition enabled Upstream to involve senior leadership in the budgeting process, expanding collaboration beyond the immediate FP&A team.

During implementation, the ProLytics team collaborated closely with Upstream to transfer existing data and processes from the previous budget software into the new platform. The result was a holistic view of financial planning and analysis, covering various aspects of Upstream’s operations.

Increased User-Adoption, PowerBI Integration with WorkFlows for Mission-wide Collaboration

The ProLytics approach not only met but exceeded Upstream’s expectations. With a user-friendly interface, seamless integration with Power BI, and enhanced workflow features, Upstream successfully streamlined its budgeting processes. The involvement of senior leadership and broader teams in the budgeting process brought a new level of collaboration and efficiency to Upstream’s financial planning.

Our customer's success is a measure of our success

Our team of experts is committed to working closely with each customer to achieve their goals, deliver value-added technology solutions, and aid informed business decision-making.