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  • 1.  The #VenaTemplate Thread๐Ÿ“Š

    Venanite
    Posted 07-11-2022 09:14

    Hi all,


    My name is Frank Del Pinto, Senior Director, Product Marketing at Vena!


    Did you know that Vena has a template marketplace that has free marketing and financial Excel templates for FP&A and beyond?


    If you haven't already, check out the entries in the Forum Library ๐Ÿ“š that will directly bring you to the download page for each template.ย 

    โœ๏ธ Be sure to add your comments to the Library entry for any Template you've leveraged. Share what you like or what changes you've made in the template.


    I'd love to hear feedback from the community, so let's do a quick and fun brainstorm in this thread ๐Ÿ‘‡

    • What industries or use cases would you like to see next in the marketplace โ“

    Be sure to tag any posts you've made in the Forum with #VenaTemplate. We'd love to hear your feedback and see how you've used the templates.


    Thanks everyone!

    โ€‹

    ------------------------------
    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions
    ------------------------------


  • 2.  RE: The #VenaTemplate Thread๐Ÿ“Š

    Founding Member
    Posted 07-11-2022 16:24
    Thanks for sharing @Frank Del Pinto! Do you expect the Workforce Planning and Non-Profit templates to be made publicly available (or available to Vena customers) in the near future as well? I've attended a few sessions where those are demo'ed and they seem really interesting, but I want a bit of hands on time with them to better think through how I might be able to adapt them to my organization's needs.โ€‹

    ------------------------------
    Brendan Eger
    Assoc. Dir. of Information Systems and Analytics
    Partners In Health
    ------------------------------



  • 3.  RE: The #VenaTemplate Thread๐Ÿ“Š

    Posted 07-13-2022 09:43
    Thanks @Frank Del Pinto. I'd also love to have the templates that Brendan mentions above. โ€‹

    ------------------------------
    Megan Gonyea
    Director Budgeting and FP&A
    National Womens Law Center
    ------------------------------



  • 4.  RE: The #VenaTemplate Thread๐Ÿ“Š

    Venanite
    Posted 18 days ago
    Hi @Brendan Eger!

    We recently added a downsized version of the workforce planning template to the library. The Workforce Template that we use as part of our out-of-the-box implementations is actually very sophisticated. To get that working as a stand-alone Excel template we had to remove some of it's capabilities for the free version.

    I suggest reaching out to your CSM to take a deeper dive where a Solution Consultant can show you some of the finer details. Let me know how I can help.ย  I have an original version of the template that shows some of details you may be looking for.

    ------------------------------
    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions
    ------------------------------



  • 5.  RE: The #VenaTemplate Thread๐Ÿ“Š

    Venanite
    Posted 18 days ago
    Hello Everyone!

    I'm excited to share that the ๐Ÿ’พ Not For Profit (Grant Management) and ๐Ÿ’พ SaaS (Subscription Planning) Excel templates are now available for exclusive early access for Forum members! As a thank you to our amazing Plan To Grow Forum community, we are providing early download access to our members.

    For existing Customers, these templates are slimmer versions of our out-of-the-box templates and are intended to serve as inspiration. To explore some these in greater detail I recommend reaching out to your Customer Success Manager.

    For those new to Vena, these Excel templates are self-contained and working samples that can be used to as a starting point for your specific use case or industry.

    These templates are not available on our public facing library. My goal is to post all new templates here first.

    COMING UP!
    Some of the new templates we're working on include: Senior Assisted Living - Revenue Template, Labour Allocation Template (Performance Research), Allocations Template, Manufacturing revenue and inventory management.

    The team would love to hear your feedback on the templates, so we have some prompting questions. Please share your responses and other comments in this thread!

    โžก๏ธ What do you like about the template?
    โžก๏ธ What changes would you make? Whether it's to customize it to your organization, or ways to make it efficient!ย 
    โžก๏ธ What other templates would you like to see?

    And for other community members in different industries - be sure to check back regularly for future exclusive early access of our Excel templates!ย 

    Thanks all ๐ŸŒฑ

    #NotForProfit #SoftwareAsAService #VenaTemplate

    CC: @Carrie Billings @Megan Gonyea @Brendan Eger
    ------------------------------
    Frank Del Pinto
    Sr Director Product Marketing
    Vena Solutions
    ------------------------------



  • 6.  RE: The #VenaTemplate Thread๐Ÿ“Š

    Founding Member
    Posted 18 days ago
    Thanks for sharing @Frank Del Pinto! Totally understand sharing a slimmed down version of the templates. Great to be able to take a look at them and draw some inspiration on how some of the concepts might apply to our organization.โ€‹

    ------------------------------
    Brendan Eger
    Assoc. Dir. of Information Systems and Analytics
    Partners In Health
    ------------------------------