The Pratagy Group has been in the hospitality market for over 30 years and owns a resort and a water park, Pratagy Acqua Park, located in Maceió, in addition to other investments in the segment.
Surrounded by beautiful natural landscapes, Pratagy Acqua Park is the first All Inclusive resort in Brazil and, although the group has been growing exponentially in recent years, until recently, there was a gap in the controllership.
As a result, the Group was looking for a solution to support the planning and tracking of finances. After research, AllStrategy Plano, budget management software, was on the radar as it offered benefits that exceeded what was initially expected.
To understand more about what the company’s scenario was before and how Plano has supported Pratagy Resort, we talked to Carlos Ayron, Group Controller and active participant in the use of the software.
Pratagy Resort, which serves thousands of guests every year in its structure for rest and leisure, already carried out budget planning, but followed the data in spreadsheets.
However, the team felt difficulty in the process, because, due to the manipulation of the files by several people, the reliability of the data was reduced, which increased the time to calculate the results. As a consequence, one of the main consequences of this process was the loss of important information for management.
“As much as you manage spreadsheets, when working with several managers and sharing information between them, sometimes you need to have information online to make decisions,” explains Carlos.
Faced with this scenario, integration with the ERP was another relevant issue so that the information held by Pratagy Resort could be updated with the planning with speed, without generating a large volume of data to reach the necessary analyzes.
After finding and evaluating AllStrategy Plano, the implementation process was smooth and fast. The information parameterization in the software and the results were noticed in a short time.
In addition, the company immediately identified that it could expand the use of the system, as the main point for the controller was the consolidation of data in the DRE. Progressively, new modules began to be used, making the display of information even more strategic.
“Plano has joined up management information and now we have no limits as we continue to create solutions within the tool to meet our needs.”
The first year of using AllStrategy Plano supported the organization of data in several areas, such as contract management, cost planning and HR.
Even after a few years since the implementation of the software, Pratagy Resort continues to expand the modules and functionalities used, gaining more and more assurance and autonomy over management.
The AllStrategy Plano supported a large and important project for the company: the consolidation of the budget culture. Within its management strategies, this point would facilitate the Group’s other improvement processes.
Carlos comments that he notices the maturation of the culture and the decentralization of the budget. Today, each manager is responsible for the values related to his/her area and helps to check the numbers, avoiding common posting errors in any company.
“Before it was just a controller or an accountant, today we have a team of managers validating releases. Now, this is a process of developing maturity and changing culture.”
With AllStrategy Plano, managers have access to up-to-date information in real time, enabling faster, data-driven decision-making and increasing management commitment to resolutions.
With this, Pratagy Resort has already reached a very high degree of management maturity. This is felt in the closing of the budget, which currently has less than 3% variation between planned and realized.
According to Carlos, “decisions are now based on planning and, consequently, this has brought greater management assertiveness. All this is due to the process of management maturation.”
AllStrategy Plano has enabled optimization in data analysis, organized according to the structure needed by the corporation. A good example of this is the performance indicators.
All areas of the company are included in AllStrategy Plano, allowing the crossing of data between departments, producing new analyzes and, consequently, new insights for management.
With this vision, Pratagy Resort continues to expand the use of AllStrategy Plano modules and features according to the needs and strategies of financial management.
“When you start to relate this information, you start to see cause and effect between the factors and variables that are not normally visualized and identified by managers.”
Pratagy Group acquired the understanding to plan, consolidate and analyze its financial information with AllStrategy Plano. Today, data is updated automatically and managers actively participate in the budgeting process.
The budgeting culture has been developing over the years with the use of the tool, and increasingly the software becomes a key piece within the group’s strategy.
Get to know all the features of AllStrategy Plano for your company and have your financial management transformed just like Pratagy Resort. Get in touch and request a personalized demo for your business!
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