Industry
Faith Based
Challenge
Before using Martus, the Diocese of San Bernardino faced slow, manual budgeting processes and outdated financial data that hindered decision-making. Their existing system was complex and costly, adding unnecessary challenges for the finance team.
Results
The finance team now operates more efficiently with real-time data, leading to improved overall financial management.
Accounting Software
Sage Intacct
Martus has helped us prepare budgets easily and efficiently. It's a great complement to Sage Intacct, and it’s transformed how we manage our financial data.
About the Diocese of San Bernardino
At the Diocese of San Bernardino, financial stewardship and accountability are critical to their mission. With Martus Solutions, CFO Jorge Montenegro and his team transformed their budgeting and forecasting processes, gaining efficiency, transparency, and cost savings.The Challenge
Before Martus, the diocese faced several key challenges:
- Time-Consuming Processes: The finance team struggled with manual, time-intensive budgeting tasks that slowed decision-making.
- Outdated Financial Data: Without real-time financial insights, it was difficult to make informed decisions quickly.
- Cost and Complexity: Existing systems were costly and overly complex, making it challenging for the finance team to streamline operations.
The Solution
By adopting Martus’ budgeting software, the diocese was able to overcome these challenges. The platform integrated seamlessly with their Sage Intacct system, simplifying processes and providing real-time data.
Key aspects of the solution included:
- Intuitive Interface: Martus’ user-friendly design allowed the finance team to quickly and easily prepare budgets without the need for extensive training.
- Real-Time Financial Insights: The platform provided up-to-date financial data, enabling faster, more strategic decision-making.
- Cost-Effectiveness: Martus delivered powerful features without high costs, making it an ideal fit for the diocese’s nonprofit budget.
Martus has simplified complex tasks and provided real-time data, which has been crucial for our financial decision-making. It’s transformed the way we manage our finances, making the process faster and more accurate. - Jorge Montenegro, CFO
The Results
Since implementing Martus Solutions, the Diocese of San Bernardino has seen significant improvements:
- 2x Faster Decision-Making: Access to real-time data allowed the team to make quicker, more informed decisions.
- $25,000 Cost Savings: By streamlining budgeting and eliminating inefficiencies, the diocese saved $25,000.
- 50% Reduction in Time Spent on Budgeting: The finance team now spends half the time on financial tasks, freeing them to focus on strategic initiatives.
A Future of Financial Efficiency
Martus Solutions continues to support the Diocese of San Bernardino, offering a scalable platform that evolves with their financial needs. As they grow, Martus will remain a trusted partner in their journey towards greater financial stewardship and accountability.
