Story
Intuit
HENOHow HENO Runs Planning and Forecasting on QuickBooks
HENO, an information technology organization in the United States, uses QuickBooks from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same QuickBooks record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
Story
Information Technology work at HENO spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Intuit (QuickBooks) is what they standardized on. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. HENO uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
