How Hershey Trust Company Streamlined Financial Reporting with Solver


Company: Hershey Trust Company
Industry: Finance
ERP: Microsoft Dynamics 365 Business Central
Use Case: Reporting, Planning (Budgeting & Forecasting), Analysis

Hershey Trust Company_Case Study

“Solver is a great tool for both financial and non-financial reporting, allowing you to meet complex organizational reporting requirements. RSM's excellent training helped us better understand Solver's power both during implementation and post-implementation.”

Kyle D'Angelo, Director of Financial Reporting, Planning, and Analysis, Hershey Trust Company

Replacing Static Spreadsheets with a Dynamic Data Warehouse

The Problem

After migrating to Microsoft Dynamics 365 Business Central, Hershey Trust Company found its existing reporting solution incompatible. The Company needed a system that supported a dimensional chart of accounts alongside complex financial, regulatory, and planning requirements.

The Solution

Hershey Trust Company chose Solver to meet its complex financial and regulatory reporting demands. Solver helped the Company transition from a traditional chart of accounts to a dimensional one, optimizing the value of its new ERP and improving budgeting processes.

The Result

Despite handling the same volume of data as before, Hershey Trust Company now gains significantly more insight from it. The data warehouse's ease of use helped the team unlock more granular, enhanced reporting across the organization.