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Brendan Eger

Partners In Health

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Partners In Health

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RE: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts

Posted By Brendan Eger 03-01-2023 13:53
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Hi Kathy. I think it's entirely up to you whether to enter Aliases for your parent members or not. See below a couple of examples where we have and have not entered Aliases. Ultimately, it's up to you to decide whether including Aliases is helpful for your templates and reports. For our GL Accounts, ...

RE: The Not For Profit Thread! 🤝

Posted By Brendan Eger 02-23-2023 09:45
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This is super helpful @David Cornfield to understand your process as well as technically how you do this in Vena! I suspect others like myself might find monthly rolling forecasts to be an overwhelming concept, and it might be because the level of detail that we budget in is so great (I've posted about ...

RE: "Multiple Choose Function" #Give and Get Help"

Posted By Brendan Eger 01-26-2023 18:30
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Hi @Shoeb Salam. I might not fully be understanding your question or the other's responses, but if you're trying to do something similar to what my team has done in the past, I wanted to provide a quick warning about potential check-out issues​ when setting up multiple Choose/Option sections. We have ...

RE: What is your major problem when it comes to Finance presentations?

Posted By Brendan Eger 12-05-2022 16:38
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Thanks for hosting this session Soufyan! I don't need to give many finance presentations in my current role, but I work closely with our Finance team so would be interested in learning a few things. One thing that has felt unique for us, is that as a non-profit we have a lot of terms that our broader ...

RE: 📊 FORUM EXCLUSIVE EVENT: FP&A Presentations with Soufyan Hamid

Posted By Brendan Eger 12-05-2022 16:34
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Interested in attending ------------------------------ Brendan Eger Assoc. Dir. of Information Systems and Analytics Partners In Health ------------------------------

RE: What finance system are you using? Interested to hear from 365 Business Central customers

Posted By Brendan Eger 12-05-2022 16:29
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Thanks for sharing @Josh Weinberg! I was just talking to our CFO today about when we might upgrade our current ERP and while we're still thinking it'll probably be 2-3 years out, it's good to know about these types of native integrations, as well as the creative solutions others are implementing (we ...

RE: What are the unusual ways you use Vena?

Posted By Brendan Eger 12-05-2022 16:25
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Sorry for the delayed response. At PIH, we started out by using Vena to plan our Operating and Workforce budgets, but a few months after our initial implementation we built a Compensation template that aligned with our performance review process. Supervisors were able to make recommendations for their ...

RE: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts

Posted By Brendan Eger 08-04-2022 17:42
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Thanks for sharing @Tasha Orange! Hindsight is such a good tool 😉. Having initially built our templates to mirror our pre-Vena Excel templates (which was a major selling point for us at the time), we're now thinking through how to incorporate more industry best practices and streamlining our ...

RE: The #VenaTemplate Thread📊

Posted By Brendan Eger 07-28-2022 18:28
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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.​ ------------------------------ Brendan Eger Assoc. Dir. of Information ...

RE: What finance system are you using? Interested to hear from 365 Business Central customers

Posted By Brendan Eger 07-19-2022 19:13
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Would love to hear more from @Kimberly Joyce and @Josh Weinberg as you get further along in your integrations and implementations, especially if you take different approaches (on-prem vs hosted). We're probably still a couple of years away, but we'll likely be considering upgrading to Business Central ...

Tying Budgets to Strategic Plans

Posted By Brendan Eger 07-19-2022 18:53
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Hi everyone. I'm curious whether any of you have found effective ways to tie your budgets to your strategic plans (or another broad organizational initiative)? At Partners In Health, we've tried a few things over the years to show how our budgets are aligned with our strategic goals, but haven't quite ...

Tying Budgets to Strategic Plans

Posted By Brendan Eger 07-19-2022 18:51
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Hi everyone. I'm curious whether any of you have found effective ways to tie your budgets to your strategic plans (or another broad organizational initiative)? At Partners In Health, we've tried a few things over the years to show how our budgets are aligned with our strategic goals, but haven't quite ...

RE: The #VenaTemplate Thread📊

Posted By Brendan Eger 07-11-2022 16:24
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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 ...

RE: The #Budgeting and #Forecasting Thread 📊

Posted By Brendan Eger 06-28-2022 17:51
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Thanks for sharing @Irene Tang! At Partners In Health, we typically just do a ​​forecast as we're developing our annual budgets and then a re-forecast once we're half way through the year. All of our budget managers have access to Budget v Actual reports and have freedom to make updates to their ...

RE: Budgeting Centralized vs Departmental Costs and Minimal Threshold for Budget Lines

Posted By Brendan Eger 05-17-2022 18:31
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Thanks Olivia! Very helpful to think about using an allocation template for centralized costs that actually need to be distributed based on different drivers. That seems like a good logistical solution, but I'm also still curious whether anyone has any criteria for when it makes sense to do this - i.e. ...

Budgeting Centralized vs Departmental Costs and Minimal Threshold for Budget Lines

Posted By Brendan Eger 05-13-2022 16:37
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Hi all. At Partners In Health, we budget in a LOT of detail (see here for the related thread), but we also allow our users a lot of flexibility in how they budget. We are a global health non profit operating in 10 countries around the world and it seems that each country team has different ideas on how ...

RE: Vena Templates

Posted By Brendan Eger 05-13-2022 16:05
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@Frank Del Pinto I'd also be interested in seeing the Not For Profit​​ templates! ------------------------------ Brendan Eger Assoc. Dir. of Information Systems and Analytics Partners In Health ------------------------------

RE: Multiple Data Models in singular template

Posted By Brendan Eger 05-10-2022 17:25
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Hi Tobin, We use multiple data models in the same template and used this knowledge base article as our guide: How-To: Mapping Data From Multiple Data Models on a Single Template. Be sure to read through the limitation section as we hadn't fully considered the impact when we later tried to setup Template ...

RE: The #nomouseclub - THE Thread to Share Your Favorite Excel Shortcuts #ExcelTips

Posted By Brendan Eger 04-26-2022 18:13
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Oh I also want to add Ctrl + Enter to send an email/message (in Outlook/Teams at least). I just finished typing and now I have to use a mouse to hit send?! I don't think so! (sadly it does not work in these forums... 😥 ------------------------------ Brendan Eger Assoc. Dir. of Information Systems ...

RE: Celebrating the "Fun" in Finance: What Are Your Favorite Finance Laughs? [Share Your Favorite Jokes, TV/Movie Clips, Skits Here!]

Posted By Brendan Eger 04-26-2022 17:50
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Always appreciate a Parks and Rec reference! ------------------------------ Brendan Eger Assoc. Dir. of Information Systems and Analytics Partners In Health ------------------------------