Professional Services
Vena planning and reporting across 36 offices for an environmental consulting company
Earth Systems runs offices across several divisions and entities, with its project data in Deltek Vantagepoint. Reporting came from an Excel pack, and the offices had no shared way to forecast the rest of the year.
At a glance
- Company
- Earth Systems
- Industry
- Environmental and geotechnical consulting
- Region
- San Luis Obispo, California, USA
- Company size
- 51 to 200 employees
- Platform
- Vena
- Source system
- Deltek Vantagepoint
- Timeline
- About 4 months
- Engagement
- Implementation, now on Live Care
- What we worked on
- Consolidation and group reporting
What we built
- Implemented Vena on Deltek Vantagepoint, with offices, divisions and entities rolling up without double counting
- Turned the Excel reporting pack into Vena reports with a review workflow
- Revenue, personnel and operating-expense planning templates
- Driver-based forecasting so every location can forecast the rest of the year
- Automated GL loads from Vantagepoint, plus a historical reload back to 2022
In their words
“MCC did a fantastic job working with us on our unique requirements, our reporting requirements and our planning requirements. They were also able to help us pull in data that was non financial, that's going to help us track metrics that are important to our company and how we work. Very customizable, couldn't be happier.”
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