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Brendan Eger

Partners In Health

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Partners In Health

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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 templates ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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. ...
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 ...
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 ------------------------------
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 ...
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 and ...
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 ------------------------------
Posted By Brendan Eger 04-26-2022 17:40
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I know we're talking about Excel here, but I'm also a big fan of short cuts to navigate other apps or between apps. Ctrl + Page up or Page Down help to easily navigate across Excel sheets, but it also works in *some* browsers to navigate through different tabs. I also use Alt + Tab to switch between ...
Posted By Brendan Eger 04-26-2022 17:31
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At PIH, we have each department run a monthly orientation session for new hires to join as they're able (if you miss it this month, no problem because you can join next month). I haven't been to the Finance session in a bit, but the focus was very high level to help new hires understand how the organization ...
Posted By Brendan Eger 04-26-2022 17:22
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@Josh Weinberg I like your approach of using a Job Code to budget for roles without necessarily assigning individual employees. We've for many years budgeted and recorded actuals at an employee level and we tag employees in our accounting system to essentially a Job Code​ so that we can do some rolled-up ...
Posted By Brendan Eger 04-26-2022 17:08
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Thanks for sharing @Irene Tang! I just noticed that session last week​ and added it to my calendar. I'm going to try to get our FP&A leadership to join as well because we're reviewing our various processes and the data we collect for budgeting - I think we'll be able to learn a lot from this session ...
Posted By Brendan Eger 03-31-2022 10:09
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Most people on our team completed a "Dashboard in a Day" training held by Microsoft or one of their partners, which was great for getting the basics down, but we also build most of our reports off our data warehouse so Power BI is used more for just visualizing data rather than modeling. We also make ...
Posted By Brendan Eger 03-31-2022 09:55
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I really like that acronym, especially Desire. We've tried to shift our focus towards collecting better requirements up front which often helps tease out the Desire the team has to actually adopt the thing we're building. ------------------------------ Brendan Eger ----------------------------- ...
Posted By Brendan Eger 03-31-2022 09:35
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Thanks @Olivia MacDonald! Very helpful to have this as a point of comparison.​ ------------------------------ Brendan Eger ------------------------------