SUCCESS STORY

Challenge:

Postscript’s finance team needed to gather data from Quickbooks, Salesforce, and Snowflake in order to run their reports. This required a ton of manual SQL queries and combining exported reports
Additionally, they wanted to roll up their Excel-based models into a central database so they could deploy it across the company’s various Google Sheets to collaborate with and present to other departments
They ended up going with a different FP&A tool that is also Excel-native, hoping it would fix these issues
Unfortunately, this other tool had an incredibly complicated data model and after 6 months of trying, Postscript still wasn’t able to integrate their data from Snowflake to the tool, so it didn’t solve their challenges

"We planned on hiring another person soon in our finance team, but Aleph has allowed us to keep our headcount flat for probably another year, while giving us the output that we would’ve gotten from that hire."

- Chris Brubaker , Sr. Director of Strategic Finance

Solution:

Postscript decided to implement Aleph as a “rip and replace” of their previous tool
Their team set out to use Aleph to create a central source of truth for all of their financial data plus their models that they create in Excel
Their team syncs their models in Aleph and then pulls them into various Google Sheets to collaborate with team mates
They use Aleph to get instant access to their financial data in all of their models and run them significantly faster

“Implementing Aleph was insanely fast. We did all of our quarter-end reporting with Aleph less than 3 weeks after signing.”

- Chris Brubaker , Sr. Director of Strategic Finance

Results:

Their team set up integrations with Snowflake, Salesforce, and Quickbooks in under a day, and was fully onboarded within a week
Chris estimates that Aleph has given their team the output of another FTE FP&A Manager without adding a headcount
Their speed and quality of reporting has improved drastically. For example, they can get budget versus actuals by department within a day
Chris is able to answer ad hoc questions from leadership much more effectively, because he can shift and transform data to compare things much more quickly
Chris is able to spend more time building thoughtful narratives and adding commentary to reports, rather than just gathering data
Ally saves a full day each reporting cycle on manual work, and various reports and models take him between 50 - 75% less time to create

“We're very excited with Aleph. It's brought a lot of joy to us, and I don't say that about many tools”

- Ally Nabbouh, FP&A Manager

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