Simplified Forecasting, Smarter Decisions: McWhinney’s FP&A Transformation with Delbridge and Vena
McWhinney is a real estate investment and development firm committed to building innovative communities and exceptional experiences across the country. To support strategic growth, McWhinney’s finance team relies on accurate forecasting tools that are efficient, scalable, and easy for stakeholders to use.
McWhinney’s Challenges Before Vena
Complex and Fragile Templates
Prior to implementing Vena, McWhinney’s financial forecasting process was bogged down by an eight-tab Excel template filled with more than 30 content blocks across multiple sections. The file was cumbersome, slow, and prone to breakage, resulting in frustration for users and heavy support needs from the analytics team.
Lack of Usability and Scalability
Updating or modifying the template was not intuitive for end users. As a result, the analytics team frequently served as de facto technical support, leaving less time for strategic financial planning.
“The template was easy to break and hard to update. It was a challenge for users and a drain on our small analytics team.”
Jake Leininger, VP, Finance & Analytics
Delbridge’s Approach
McWhinney partnered with Delbridge Solutions to reimagine and rebuild their forecasting environment. The Delbridge team conducted a full audit of the existing template, identifying performance bottlenecks and usability pain points. From there, they delivered a streamlined, simplified version that retained core functionality while dramatically improving speed and user experience.
Full redesign of the forecast template
Performance-optimized structure with fewer tabs and cleaner logic
Improved navigation and end-user friendliness
Results
“The communication was excellent, and they brought in improvements we wouldn’t have thought of ourselves.”
Jake Leininger, VP, Finance & Analytics
Easier for End Users
- Users now interact with a clean, logical interface that reduces confusion and error.
- The simplified structure encourages wider adoption and better engagement across the organization.
Freed Up Analytics Team
- The finance function no longer serves as the internal Vena help desk, freeing up time and resources.
- The process is more scalable, enabling the team to support a growing user base without increasing overhead.
Future-Ready Foundation
- A cleaner setup ensures smoother rollout of upcoming enhancements.
- Future updates can now be layered on top of a more robust and performance-optimized platform.
How We Can Help You
If you are already using Vena…
- We can review your existing Vena implementation and make recommendations for performance improvements and best practices
- Our training department can provide your users with customized ‘hands-on’ Vena product training using your existing solution
- We can help your organization with deploying Vena for additional phases
- We can provide ongoing production support as required
- Our Managed services team can manage your entire Vena solution end-to-end in production
If you want to transition to Vena…
- Our consulting team can help your organization with implementing Vena using best practices
- If you are evaluating Vena, our team can help you understand how it differs from other CPM solutions
- Our sales team can provide you with an ‘under the hood’ workshop when evaluating Vena
- We can introduce you to our clients so you can directly speak to other
- End-to-end Vena Implementation Consulting for your solution.
Vena Implementation and Consulting
Delbridge is Vena’s premier implementation partner and our consultants are here to help you implement Vena for budgeting, forecasting, and consolidation.