Automating Financial Planning & Analytics: A Case Study on Tyler Technologies

The implementation of the Board Intelligent Planning Platform has brought about significant operational improvements for Tyler Technologies. The platform has centralized the financial process, connecting Tyler’s data with the General Ledger system and allowing the team to have much faster access to run mapping procedures or change existing accounts. This has not only increased efficiency but also instilled confidence in the results. The platform has also enhanced forecast analysis and reporting, allowing the team to easily compare and analyze results and catch issues ahead of time. The automation of financial processes has eliminated errors and reduced the time to consolidate revisions significantly. Furthermore, the platform has improved connectedness across people and procedures, providing a central solution for housing plans and forecasts and empowering users with impactful capabilities for managing forecast data and influencing financial reports.

Reduced time to consolidate revisions from half a day to just seconds.

Enabled faster access to run mapping procedures or change existing accounts.

Provided the ability to plan and forecast for different scenarios, allowing for easy comparison of different versions of an annual plan or forecast.