In the early 2010s, Quinnipiac University’s departments functioned as silos, with nonintegrated planning and non-standardized reporting across the institution. Staff aggregated data for modeling, planning, and reporting purposes using spreadsheets, which was problematic for desired analytics and reporting.

Learn how the university put in place an Operational Excellence initiative to integrate all the financial planning processes, moving from a one-year to a multiyear plan, and next integrating a capital plan, operational plan, and labor plan.

“The budgeting, financial planning, and analytics team is now in a position to succeed at Quinnipiac University.” 
Mark Varholak, Vice President Finance and CFO


  • Enterprise performance management
  • Capital Planning
  • Labor Planning
  • Reporting and analytics
  • Modeling
  • Budgeting
  • Strategic Integrated Financial Planning

This case study was originally published in an article entitled “Financial Fix,” which appeared in the June 2018 issue of Business Officer, the monthly flagship magazine of the National Association of College and University Business Officers in Washington, D.C.