Piloting for Success: A Case Study in Advanced Planning at a Multi-Site Health System

In 2017, the OSF financial planning team saw an opportunity to shift their organization away from traditional financial planning. The landscape of their business was changing: their organization was adopting new leadership structures, was developing a thirst to embrace accountability in new ways, and transitioning to a new general ledger system. These undercurrents provided a springboard for finance to jump right in and make some impactful change: enter Dynamic Planning.

This session will explore the path that OSF has taken to move to dynamic planning and how they were able to reduce their budgeting timeline by 80%. We will also explore how to best leverage the Strata solutions to support this transition.