INTELLIGENT BRANDS // Software for Business

Catholic financial services company overhauls manual corporate card reconciliation for 293 schools with Boomi-integrated framework .

CDF has been operating since 1956 , providing financial solutions to Catholic schools , parishes , aged care , healthcare and social service providers .

Jukka Rinta , Executive Manager , Product , CDF , said : “ We can ’ t rely on cookie cutter solutions . With Boomi , we ’ re able to build unique processes , tailored to each of our customers ’ needs .”

As an example , CDF delivers automation of complex financial processes to its customers , including Melbourne Archdiocese Catholic Schools ( MACS ) – an organisation responsible for the governance and operation of 293 Catholic schools in Victoria , Australia .

“ Due to legacy processes , MACS was managing 293 individual processes for its corporate card reconciliation , which meant its cohort of schools needed up to 90 days to reconcile simple transactions . This was a massive admin burden ,” Rinta said . payloads and fit for purpose content to easily consume purchase transactions together with relevant financial information to varying ERP platforms .

“ After being in operation for just three months , we have already seen vast improvements to the speed at which MACS can reconcile transactions ,” said Rinta .

“ Now , up to 80 % of transactions are compared against the ledger within the same month . This is a huge win for governance and provides significant reduction in admin burden .”

“ MACS identified immediate value in creating uniformity across the schools ’ financial processes . So , we sought to deliver a highly integrated solution that could handle the complexity .”

In addition to the improvements in user experience , the scalability of the Boomi environment makes onboarding new schools easier for MACS .

To automate and streamline the MACS Corporate Card reconciliation process , CDF worked closely with Australian advisory and IT solutions provider Atturra which helped it employ Boomi ’ s integration platform as a service ( iPaaS ).

Using Boomi , Atturra helped CDF connect core systems , including CDF ’ s core banking system , FlexiPurchase expense management , AWS Secure File Transfer Service and SharePoint .

The Boomi-connected environment automatically cross-checks financial information against the numerous and differing enterprise resource planning ( ERP ) accounting platforms used by MACS ’ 293 schools . The information ingested is delivered to schools via API

Jason Frost , Executive General Manager , Data and Integration , Atturra , said : “ Bookkeeping for one business can be complex , let alone for 293 operating across multiple environments . Atturra is proud to have helped facilitate a boost in efficiency for CDF ’ s customers , while assisting CDF make its corporate card product even more competitive .”

According to Rinta , the Boomi-connected process is now being evaluated for the unique needs of CDF ’ s greater customer base .

David Irecki , Chief Technology Officer for APJ , Boomi , said : “ This is a true example of value-add , enriching the organisation ’ s technology capability to move the dial on its customers ’ operations .” p

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