Client: Guild Garage Group 

Client's Goals: Streamline finance processes and improve budgeting and reporting efficiency through optimized templates and processes. 

Our Team's Role: Citrin Cooperman was engaged to implement Vena, a corporate performance management (CPM) software. To meet the client’s budget and project timeline, Citrin Cooperman leveraged the pre-configured Vena Live in Five solution, complemented by custom enhancements tailored to address the client’s specific requirements.

Guild Garage Group is a partnership of garage door companies that provides essential business services—such as executive management, finance, integration, and accounting—to drive operational success and foster organizational growth. Based in the U.S., the organization generates $200 million in revenue and serves over 100 platform users, including 20 Vena users.

As their operations became increasingly complex, Guild Garage Group recognized the need to unify and streamline their budgeting and reporting processes. This initiative aimed to improve efficiency and enhance clarity in financial management. 

Challenges

• The lack of standardized processes and templates resulted in inefficiencies and inconsistencies in budgeting and reporting.
• Time-consuming budgeting cycles, involving numerous stakeholders, delayed decision-making and placed significant strain on resources.
• Fragmented and disconnected data systems hindered the ability to access, consolidate, and manage financial information efficiently.

Citrin Cooperman's Approach

• Deployed the Vena Live in Five solution to unify budgeting and reporting processes, ensuring seamless integration and alignment with the client’s financial objectives.
• Redesigned and streamlined workflows to simplify financial operations, enhance accuracy, and improve overall efficiency.
• Created customized processes tailored to Guild Garage Group’s unique operational requirements, supporting scalability and long-term growth.

Results

• Project was successfully delivered within the 45-day timeline, ensuring a smooth rollout aligned with the client’s objectives.
• Budgeting cycles were significantly improved, reducing planning and reporting time while increasing data accuracy for more reliable insights and informed decision-making.
• Enhanced financial tools and processes provided scalable solutions, establishing a strong foundation for long-term operational success.