Getting the Answers: Delivering Transparency through Reporting at University of Bridgeport

Justin Martin - Tru Consulting

Establishing a strong foundation is critical to anything we do, but especially around the way we share information with our campus leadership, our end users and our central team. Join the University of Bridgeport and Tru Consulting for a case study on the critical steps to getting meaningful insights across a variety of reporting outputs!

Bridgeport was faced with tedious manual processes around reporting and dashboards, and with the help of Tru and Anaplan are now confidently expanding beyond their P&Ls and trial balance reports to address old questions that had remained unanswered. Now in Anaplan, Bridgeport can provide budget to actuals breakouts for their parent entity, schools and departments, better balance sheet reporting, position roster analysis and NCAA reporting, with the crucial goal of cutting down wasted time that can now shift to higher value analysis and insights, all in the name of greater financial sustainability.

Learning Objectives

  1. Identify best practices in data sourcing for robust reporting and dashboard functionality. Explore techniques to source, clean, and integrate data effectively for financial reporting across various use cases.
  2. Translate the needs and outcomes at University of Bridgeport back to their institutions, with a better understanding of the questions to ask end users when building reports.
  3. Understand the challenges of sharing information to leadership in a compelling and intentional way.

CPE Available

  • 1 Credit: Finance