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Josh Weinberg

Citizens Advice

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Citizens Advice

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1 to 18 of 18 total
Posted By Josh Weinberg 10-02-2023 06:06
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hi @Brendan Eger not sure I can distill what we do meaningfully to a post - but more than happy to talk through what we do (time zone permitting). Ultimately we have a couple of different staffing planning spreadsheets that ensure each job code is allocated 100% - essentially there is a home 'project' ...
Posted By Josh Weinberg 10-02-2023 06:00
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hi @Brendan Eger, good to hear from you. The integration that now exists in Vena wasn't there through our implementation, so we have used scheduled Jet Reports (a BC add-on) plus some Microsoft Flows (Power Automate) to get data into Vena. It's been a bit fiddly, particularly as the scheduler requires ...
Posted By Josh Weinberg 03-16-2023 04:55
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ah thanks so much Olivia- good idea! I was looking into the ad-hoc & it's definitely something we could make more of, but unfortunately because we are Google first, we're not O365 subscribers (there's quite a lot of functionality we miss out on tbh) so can't use it.   Despite 7 years of working in ...
Posted By Josh Weinberg 03-13-2023 17:41
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hi all, We are a bit unusual in being a google first org that uses Vena.  Whilst we're happy to do most of the work using Excel, we'd benefit from occasionally being able to see Vena data in Google Sheets (in a way that doesn't require completely manual updating)? Any ideas? thanks -------- ...
Posted By Josh Weinberg 01-23-2023 07:43
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hi David, We (like you, a non-profit) do have a separate Staffing Model. The only additional dimension in that is Employee, which enables us to budget at employee level (for around 1000 staff). We actually do this at a 'job code' level, i.e. for every role, rather than for specific named individuals, ...
Posted By Josh Weinberg 11-07-2022 10:54
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for anyone interested in this, whilst we've basically created our integration, we are looking forward to hearing more on the upcoming Vena Fall '22 Product Release, where there's a New MS Dynamics Business Central Direct Data Integration We obviously hope this direct integration, will ultimately be ...
Posted By Josh Weinberg 06-23-2022 05:52
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Many thanks for your replies @Megan Strant @Carrie Billings, and @Irene Tang for bumping :-) Megan - yes, you're absolutely right, there's a lot of work! Part of the challenge is how iterative those discussions are... there's a limit to how much great thinking you can do about the 'new' way until you've ...
Posted By Josh Weinberg 06-01-2022 07:18
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hi all, We're in the process of moving our ERP/Finance system from Infor SunSystems to 365 Business Central, whilst of course continuing to use Vena! We're hoping to be live with BC at the back end of 2022. I just wondered if there were other Vena & BC customers out there who I could connect with to ...
Posted By Josh Weinberg 06-01-2022 07:13
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Perfect! thanks @Kaneisha De Leon and @Irene Tang​​​ ------------------------------ Josh Weinberg Head of Financial Systems & Change Citizens Advice ------------------------------
Posted By Josh Weinberg 05-27-2022 13:03
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hi Vena team, I was on holiday for the sumit week & am enjoying watching sessions back. But I wish the settings on the videos enabled me to change the speed - there's always things I would prefer to speed through at 1.5 or 2 x. Is this something that could be enabled - ideally for these videos, but ...
Posted By Josh Weinberg 04-19-2022 12:35
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We essentially use 6 analysis fields really alongside our account code 4 of these apply to all expenditure Department - which has a hierarchy structure so that each department is within a directorate Funder - which has a hierarchy structure so that each funder is either Restricted or Unrestricted ...
Posted By Josh Weinberg 04-19-2022 12:09
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my kinda thread... Following @Gus Arndt & @Andrew Roth comments, once you have a table/filter in place, using Alt+Down arrow on a column heading enables you to input criteria. Slightly inexplicably, adding an extra 'e' after Alt+Down jumps you into the search bar of the filter. @Olivia MacDonald totally ...
Posted By Josh Weinberg 04-06-2022 17:15
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Thanks for all the replies to this thread and @Brendan Eger for kickstarting it -it's really interesting, and so relevant to us as we change accounting system & begin discussions about whether we should reconsider our dimensions etc. I aim to share more details on our setup too but a bit snowed under ...
Posted By Josh Weinberg 03-25-2022 08:16
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really interesting hearing about others' experiences. For Citizens Advice, we had a pretty smooth implementation. For myself & our Senior Management Accountant, it was a pretty intense couple of months (particularly as I had timed the go-live to coincide with my taking of 5 months parental leave- slightly ...
Posted By Josh Weinberg 03-25-2022 08:04
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really interesting @Glen Camden Camden I was also intrigued by Lambda & Let functions ... not for the first time (especially in a Vena context) I feel I'm slightly missing out by being in a Google-first org that doesn't have Excel 365!​ ------------------------------ Josh Weinberg ------------- ...
Posted By Josh Weinberg 02-14-2022 12:53
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hi David, (and thanks too for some helpful questions Christine), I'd really like to hear more about how exactly you're doing rolling forecasting within Vena? We currently do 1 budget and 3 reforecasts, using different Scenarios and Processes for each. These are quite demanding of budget holder and ...
Posted By Josh Weinberg 02-07-2022 12:48
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hi Christine, Bit late to the party on this but we spent quite a while on this - developing a series of metrics from bottom up, thinking about team needs. We've found it really valuable in particular for highlighting good work that often goes unnoticed. Our key metrics are as follows. n.b. the ...
Posted By Josh Weinberg 02-07-2022 12:17
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hi, I'm Josh, head of Financial Systems & Change at Citizens Advice, a large UK based charity. Great to see some other NFP representation here. We implemented Vena about 18 months ago and are really pleased with its impact - it has been significantly more efficient that our previous tool, and most ...