Customer Story – Worthing Homes

Worthing Homes was migrating from Sun Systems and required an intuitive, modern, and user-friendly finance system to propel their mission. As a result, they selected Xledger to fuel their digital transformation journey.

The challenge

Worthing Homes came to Xledger with a plan: to migrate from an on-premise legacy system to a true-cloud finance system that supported their large reporting requirements and provided greater efficiencies in daily workflow. Before implementing Xledger, Worthing Homes faced a few challenges in their reporting and financial processes. They needed a system with

1. An intuitive interface

Worthing Homes’ provider Sun Systems could no longer meet their expenses and mileage claim handling requirements. The association needed an intuitive interface that budget holders and non-finance users could navigate with minimal formal training. Additionally, Worthing Homes requested access to a user-friendly mobile app, for on-the-go expense claims, authorisation, and dashboards.

2. Flexible reporting tools

Worthing Homes produces a wide range of management accounts reports and financial statements. As a result, they required a system that could consolidate real-time data and create easy-to-digest management reports.

3. Role-based access controls

Workflow and access controls are essential tools for any Housing Association, and Worthing Homes was looking to update its system’s security and user controls. They also requested view-only access controls for auditing purposes.

4. Budgeting and forecasting support

Worthing Homes needed a finance system that could flex to meet the demands of regular re-forecasting. The community housing association also lacked a simple process for uploading zero-based budgets.

What made Xledger stand out from the crowd?

After a thorough evaluation process, Worthing Homes selected Xledger as their new finance management solution. Xledger is a best-of-breed finance solution, with a cohesive and intuitive user interface. It’s the ideal solution for organisations with finance and non-finance users needing to navigate the system and perform finance tasks.

Xledger’s reporting tools offered the ideal flexibility to Worthing Homes, who produce approximately 20 management account reports per year. Worthing Homes can leverage the Xledger Report Writer (XRW) tool, and our suite of pre-defined standard reports, to produce transparent and accurate management accounts that aid decision-making, innovation, and business insight.

Xledger has provided Worthing Homes with a highly configurable product that offers in-built mobility, automation, workflows, and portal capabilities. Xledger’s modern, technical architecture works to enhance Worthing Homes’ reporting capabilities, , group accounts, purchase-to-pay and invoicing solutions.

As Worthing Homes scales, Xledger can easily integrate with other systems to enable seamless data sharing and emerging technologies. Armed with Xledger, Worthing Homes has the tools to build new workflow processes to support other areas of their operations, including budgeting and forecasting.

The support

Support is fundamental to the Xledger Experience — implementing Worthing Homes’ new finance system was no different. The association noted that access to our expert accountancy-trained consultants has been invaluable. Worthing Homes further outlined that the Xledger team provided useful update sessions and welcomed any questions with excellent response times.

The result

With Xledger, Worthing Homes now benefits from a finance solution that streamlines common workflows to support their mission of housing for all. The association now has better control of their finances and can operate more efficiently.

To get in touch with Xledger, click here.