Revitalizing NAFA's Financial Management with Martus Solutions

Before Martus, NAFA's finance team was navigating a fragmented collection of financial data and budgeting tools that made it difficult to get a clear, timely picture of the organization's financial health. The COO needed a solution that could give his entire team real-time visibility without adding complexity.

Since adopting Martus, NAFA has moved from cumbersome manual processes to a streamlined budgeting and forecasting workflow that supports faster decision-making and gives leadership transparency across departments.

The Challenge

For an association like NAFA, the ability to monitor budgets and plan for future expenses in real time is essential. But before Martus, COO Bill Schankel and his team were working through a fragmented mix of financial data and budgeting tools that made it difficult to get clear answers quickly and even harder to loop in the full team.

Without a single, cohesive view of NAFA's financial picture, decision-making required more time and more effort than it should. Schankel needed a platform that could simplify the process and bring the whole team along — not just serve as a tool for finance staff.

The Solution

Martus gave NAFA's finance team a single platform for budgeting, forecasting, and tracking actuals, replacing the disconnected tools that had previously slowed them down.

Key elements of the solution included:

• Real-time data integration with NAFA's existing systems, providing up-to-date financial information without manual data pulls
• Team-wide budget visibility, allowing department leadership to track spending and understand financial implications in real time
• Forecasting tools that made it easier to model future expense and revenue scenarios
• A user-friendly interface that reduced the learning curve and encouraged broader adoption across the organization

The Result

With Martus in place, NAFA's financial operations became markedly more straightforward. Schankel noted that the platform didn't just simplify his own work — it changed how the entire team engages with financial data. Workflows that had previously been labor-intensive became more automated, and the organization gained a faster, clearer view of its financial health.

Outcomes

• 4x faster decision-making
• 33% time savings