Welkin Health is a provider of purpose built patient care management software that supports a continuum of care for preventative, follow-up, and chronic care management.
Before implementing OnPlan, Welkin used spreadsheets for forecasting, planning, and reporting. The model was not integrated with Welkin’s accounting, HRIS, or CRM software, so the finance team had to make manual updates leveraging multiple data sources.
OnPlan supercharges spreadsheet models, giving real time insight to make faster, better decisions.
Time-consuming, manual export of data from Quickbooks to the planning model Data from Salesforce and Gusto not in the planning model 1
Data from Quickbooks, Salesforce, and Gusto is now automatically updated in the OnPlan platform, eliminating hours of manual work Including Salesforce and Gusto data provided a single source of truth for decision makers across the organization 1
Because operational data lived in multiple systems, the Welkin finance team had to maintain multiple logins and run through multiple manual processes to gather data 2
Leveraging OnPlan’s variety of integration options, the Welkin team is able to use a single source of truth to make better, more data-driven decisions on the fly 2
Running ‘what-if’ scenarios was time consuming and hard to organize and store for future reference 3
‘What-if’ scenarios at the click of a button allow the organization to make big, strategic financial decisions over multiple planning periods, as well as more tactical decisions that affect shorter timeframes 3
Welkin’s financial model went through multiple iterations over time, and as a result the management team wanted to use a more integrated, lighter-weight cloud solution 4
The OnPlan onboarding team acted as a sounding board for the Welkin team, suggesting best-practice modeling for SaaS companies, and helping the team increase their forecasting accuracy with a more robust planning process 4
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OnPlan is our go-to source for key operational data. It puts key information at our executives’ fingertips so we can make faster and better data driven decisions. OnPlan has helped eliminate hours of manual labor and allows us to create tailored dashboards that can be shared with key stakeholders across the company.
VP of Finance, Welkin Health