How Morgan Services Streamlines xFP&A Budgeting and Reporting with Solver


Company: Morgan Services
Industry: Retail
ERP: Microsoft Dynamics GP
Use Case: Planning (Budgeting & Forecasting), Reporting
Morgan Services_Case Study

“The ability to find the figures, the idea that you can drill down, find out where the costs are coming from, who's charging them, and where they're charging them, is providing us a great opportunity for our ROI.”

Brian Berg, Chief Information Officer, Morgan Services

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From Manual Spreadsheets to a Single Source of Truth

The Problem

Morgan Services' eight general managers relied on manually created Excel files to build and circulate budgets to the president and controller. The process was time-consuming and occasionally caused errors when spreadsheet formulas or cells were inadvertently altered.

The Solution

Solver integrated seamlessly with Morgan Services' existing ERP, Microsoft Dynamics GP, automating and simplifying the budgeting process and saving months of work. Its forecasting and reporting capabilities also gave the team fast, detailed access to critical data for immediate adjustments.

The Result

Budgeting that once took five to six months now takes only a few weeks. Drilling into costs, tracing who's charging them and where, gives Morgan Services a clear path to a stronger return on its investment.