Planning & Modeling for Higher Education
As institutions evaluate the next decade with continuing declines in population growth, increased tuition discounting, shrinking endowments and the demands for accessibility, affordability and diversity, the role of CFOs becomes critical to take the mission and strategic plans of the institution and resource it with an eye on both the short and long-term goals for the coming years.
And they are turning to Financial Planning and Analysis (FP&A) to support the office of Finance’s budgeting, planning and forecasting efforts.
Allitix steps in to assist in your FP&A / budgeting/ planning deployments to build the models you need with the variables and data points you desire. You can learn more about Allitix role in supporting higher education’s deployment of Anaplan as a modeling tool with customizations built for you to easily support decision making at the cabinet level.
Client Success Stories
“Allitix has been an exceptional partner in building our Anaplan infrastructure, data flows, dashboards and reports to meet Spalding University's current and future planning and reporting needs. From real time budget consolidations to an impact model that assisted us in planning our way through possible scenarios related to COVID-19.
Anaplan makes it easy to build things quickly from various systems all over campus containing valuable operational, academic, and financial information. Allitix has been an excellent partner, inserting themselves in ways that are affordable and tailored to our present and future needs.”
Rush Sherman, CFO @ Spalding University
“Allitix was a critical partner in our success implementing the Anaplan solution. Their expertise and ability to navigate through the development of our platform from scratch was very impressive. After going live they remained a valuable partner in troubleshooting and enhancing our financial and budgeting models. They are always timely and efficient when responding to our needs.”
Matt DeFore,Director of Budget and Financial Planning @ Samford University
HIGHER ED SOLUTIONS
Planning and Modeling Scenarios for Human Resources
Compensation Modeling
Planning and Modeling Scenarios Enrollment Management
Tuition Modeling
Academic Program Assessment
Planning and Modeling Scenarios for Finance:
Budget Development
Current Year Reporting and Analysis
Long Range Planning
Program Profitability
WEBCASTS AND VIDEOS
Strategic Outcomes: How The CFO Resources The University
Allitix’s Kim Fisher and Rush Sherman, CFO, Spalding University
Rush Sherman will be the first to tell you that the University budget is not his budget. He explains his job is to resource the university to "make it wildly successful in achieving its' mission," even in the days of COVID and the demographic cliff coming. As a result, the role of the CFO is morphing into the Chief Strategy Officer. Learn how Rush has used the pandemic and strategic scenario planning to educate the cabinet and trustees on the levers and drivers that truly impact the strategic outcomes for the institution. With that focus, success is imminent.
Unite, Innovate, Advocate
As we lead up to the 2022 NACUBO Annual Conference, let's ground ourselves in their "Power of Together" theme by gathering four leaders from institutions across the U.S. to discuss NACUBO's pillars - Unite, Innovate, and Advocate.
Navigating Change: A Round-Table Discussion On How To Proactively Manage And Understand Financial Impacts In A Changing Environment-
Listen to a panel of your peers to discuss some of the challenges facing their institutions, scenarios they are running and how they are planning to address some of these challenges in preparation for the coming academic and financial year.
HIGHER ED ARTICLES
Connected Planning for Higher Education
In today’s environment, institutions need a connected planning process to plan and budget for the future. Allitix and Anaplan can help institutions increase communication, collaboration and transparency across the entire organization.
Higher Education’s Future Challenges and Opportunities: How Will Your Institution Respond?
Higher Education has seen dramatic changes in demographics, student’s ability to pay, alternative education options, costs and more. To survive and thrive through these changes, institutions must anticipate the future, analyze the past, efficiently allocate resources and proactively plan.
Higher Ed Blogs
