Success Story
How San Jacinto College overhauled its budget development process to empower better decision-making
Higher Education
What happens when a growing institution can no longer rely on spreadsheets and manual processes to manage budgeting at scale? This case study explores how San Jacinto College partnered with Tru and Anaplan to modernize budget development, streamline data management, and empower departments with real-time financial insights for smarter decision-making.
Industry
Higher Education
Platform
Anaplan
Use Case
Budget Development
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Situation
San Jacinto College is one of the top five community colleges in the nation. It only continues to grow, so keeping track of budget plans and expenditures is critical. For this reason, the college worked to enhance its budget development process in 2018.
“We wanted to implement a tool that would be more user friendly and give our users a more concise way of monitoring their budgets and preparing for the budget development cycle,”
The college’s first attempt at creating a tool was a comprehensive Excel spreadsheet that aggregated two years’ worth of data to reflect budget trends in each department.
“My team and I would spend hours downloading data from sources throughout the college to create a spreadsheet that contained all of the necessary calculations to make the data useful for the end user,” said Dianne.
The college’s finance team sought a user-friendly tool that would give each department access to real-time budgeting information.
Dianne and her team used this spreadsheet for approximately a year before she and the college’s leadership determined they needed a much better tool. Ideally, the new budgeting tool would integrate with Banner, the college’s enterprise resource planning platform, and be capable of giving each department access to real-time budgeting information.
After years of attending seminars and speaking with vendor sales representatives in search of a tool to address their budgeting needs, Dianne and her team selected Anaplan, a connected planning platform.
Then, they turned to Tru Consulting to receive assistance with a three-phased implementation approach.
Solution
Thanks to their more than three hundred combined years of experience, the team at Tru uniquely understands the challenges colleges and universities face today. They are proud to be leading experts in delivering innovative financial management strategies in higher education. They have also completed more higher education implementations of Anaplan than any other partner.
Tru empowers and enables finance and budget teams to break free of IT dependence by providing unparalleled access to their data and ownership of their budgeting and planning tools. The Tru team partners exclusively with Anaplan because of its real-time capabilities when handling highereducation planning, budgeting, and forecasting needs. Anaplan is flexible for institutions of all sizes and allows for efficient, connected plannin
“We worked closely with Tru throughout the implementation process to ensure that we transferred the right data into Anaplan, the Tru team ensured we understood the ‘crawl-walk-run’ concept when using a new platform.”
Phase I involved integrating data with Banner, creating an operational budget, position planning, and reporting. Phase II involved multiyear forecasting, creating an annual budget book, conducting additional training, and implementing system enhancements. Phase III saw strategic process improvements, expanded reporting and dashboards, and integrated exports to the Banner platform.
“We have gotten to where we are today thanks to Tru,” said Dianne.
Results
Save Hours of Manual Data Management:
Instead of spending hours downloading data from multiple systems into an expansive and complex Excel spreadsheet, Dianne and her team have enabled Anaplan’s end users to download and process that information immediately.
Make Informed, Data-Driven Decisions:
“It feels great to be on the cutting edge of this kind of technology and have the ability to do what we can now do,” said Dianne. “The Tru team members are true partners. We meet with them continually to develop our skills and work through challenges. Our entire team feels very empowered and pleased with their acquired skills.”
Save Immeasurable Amounts of Money:
“Tru and Anaplan have saved us more money than time,” said Dianne. “Time is a valuable resource. You can’t put a value on it. When you calculate the number of people involved with processing the data our users need, it’s astronomical how much money we’ve saved because of the time savings.”