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Board > 实例探究 > 使用董事会智能规划平台优化 Tyler Technologies 的财务规划和分析
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Automating Financial Planning & Analytics: A Case Study on Tyler Technologies

技术
  • 应用基础设施与中间件 - 事件驱动型应用
  • 平台即服务 (PaaS) - 应用开发平台
适用行业
  • 建筑物
  • 金融与保险
用例
  • 库存管理
  • 租赁金融自动化
服务
  • 系统集成
挑战
Tyler Technologies 在 Excel 中管理收购数据和财务报告流程时面临效率低下的问题。他们需要更有效的财务规划和分析 (FP&A) 解决方案来满足不断增长的业务需求、将收购纳入其系统并保持一致的报告。
关于客户
Tyler Technologies 是一家标准普尔 500 强公司,总部位于德克萨斯州普莱诺。他们为地方政府提供端到端信息管理解决方案和服务,使他们变得更加高效、易于访问和响应迅速。他们在全美 50 个州拥有 15,000 多名客户,收入达 11 亿美元,拥有 4,000 多名员工。
解决方案
Tyler Technologies 实施了董事会智能规划平台,以优化和简化其财务报告和预测流程。 Board 提供标准化的数据访问,允许对不同场景进行规划和预测,并简化流程,从而提高速度、效率并与数据建立更紧密的关系。
运营影响
  • 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.

数量效益
  • 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.

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