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Revitalizing NAFA's Financial Management with Martus Solutions

Picture of Megan Alba Megan Alba June 18, 2026

Case Study Association Sage
Revitalizing NAFA's Financial Management with Martus Solutions

A global fleet management association replaced a patchwork of budgeting tools with one Martus platform for budgets, forecasts and actuals.

Organization

NAFA Fleet Management Association

Global not-for-profit membership association for professionals who manage vehicle fleets.

Challenge

A fragmented mix of financial data and budgeting tools made it hard to get clear answers or involve the whole team.

Solution

One platform for budgeting, forecasting and actuals, with real-time data and team-wide visibility.

Result

33%

time savings, plus 4x faster decision-making

NAFA Fleet Management Association is the world's premier not-for-profit membership association for professionals who manage fleets of sedans, public safety vehicles, trucks, buses, and a wide range of specialized equipment for organizations across the globe.

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.

"It is a very user friendly platform and makes it easy for my whole team to track our budget and forecast future financial expense and Revenue implications."

— Bill Schankel, COO, NAFA Fleet Management Association

 

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

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