Warrigal is a major not-for-profit provider of aged care, home services and retirement living, supporting more than 3,200 older Australians across multiple sites in NSW and the ACT. Its purpose is to help older people live their best lives, on their terms.
Warrigal’s Towards 2030 strategy prioritises financial sustainability, data-informed decision-making and scalable service models. Accurate planning, clear financial visibility and reliable long-term forecasting are central to delivering on these priorities.
To support this strategic direction, Warrigal needed a planning environment that could keep pace with organisational growth and provide finance leaders with clearer, more consistent information.
THE CHALLENGE
As Warrigal grew through mergers and capital developments, its annual budgeting approach was no longer able to support the organisation’s evolving planning needs. The finance team’s budgeting and forecasting processes were heavily dependent on multiple disconnected Excel workbooks. This created instability, increased manual effort and limited transparency over key inputs and assumptions.
Key challenges included:
OUR SOLUTION
Rohling was initially engaged to support Warrigal in assessing FP&A solutions. After Warrigal selected Epicor Financial Planning & Analysis (FP&A) for its integration with Epicor Financials, Rohling was appointed to deliver the implementation, bringing together aged care finance expertise, finance process knowledge and FP&A systems experience.
Rohling worked closely with Warrigal’s finance stakeholders to review existing budgeting and forecasting processes, consolidate multiple spreadsheet-based planning models, and establish the structure for a centralised planning and reporting platform.
Rohling implemented Epicor FP&A within Warrigal’s existing Epicor ERP environment, creating a connected planning platform that brought core budgeting, forecasting, assumptions, business rules and reporting requirements into one place.
The rollout was phased around Warrigal’s priorities, beginning with Residential Aged Care budgeting and Stewart Brown reporting requirements before extending to Independent Living and Home Care. Each phase built on the previous one, supporting a more consolidated view of budgets, forecasts and assumptions over time, and creating a scalable foundation for scenario modelling, executive reporting and future expansion across services.
THE SOLUTION INCLUDED
“Rohling’s combination of aged care finance expertise and FP&A implementation experience helped us establish a stronger foundation for budgeting, forecasting and long-term planning.”
THE OUTCOMES
With Epicor FP&A in place, Warrigal has a more stable, connected planning environment that supports more efficient budgeting, forecasting and reporting. The platform improves visibility over key assumptions and inputs, reduces reliance on disconnected spreadsheets, and provides a single version of the truth for financial planning and reporting.
Key outcomes included:
- A centralised, cloud based FP&A environment replacing disconnected spreadsheet-based processes
- Improved visibility, consistency and transparency across assumptions, inputs and reporting requirements
- Faster budgeting, forecasting, revisions and reporting cycles
- A scalable foundation for longer term modelling, scenario planning, executive reporting and future service expansion
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