Charity to Cut Budgeting Process by One Month Each Year with COA Solutions System

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The Treloar Trust, a leading charity which provides education, care and medical support to young people with physical disabilities, is implementing a budgeting and planning system from COA Solutions ( This system, which will be tightly integrated into Treloar’s existing COA Solutions financial management system, will provide the charity with significant time-savings, increased financial transparency and tighter control over costs. The planned go live is March 2010.

Gail Pussard, Financial Director at The Treloar Trust, says, “We currently use spreadsheets for budgeting and forecasting but at least 70% of the data contains errors due to corrupted formulae. This means that we have to manually check the data across 75 different cost centres, which is extremely time-consuming.”

The Treloar Trust evaluated a number of software providers. COA Solutions’ budgeting and planning system was selected due to its ease-of-use and ability to tightly integrate into COA Solutions’ finance system. As it operates in real-time and provides budget holders with accurate, incorruptible information, this also influenced Treloar’s decision to go with COA Solutions’ system.

COA Solutions’ budgeting and planning system enables the creation and real-time monitoring of financial plans, budgets and forecasts and as the data is held in a centralised database, this ensures only one version of the truth. With the system making it quick and easy to input and analyse financial information and produce reports, unwieldy spreadsheets are eliminated, significantly improving efficiency.

Pussard adds, “We will eradicate the time-consuming production and consolidation of spreadsheets and eliminate data errors whilst shortenening our budgeting process by up to a  month each year. Budget holders will also be provided with an accurate and real-time view of their budgets, delivering greater financial transparency and control whilst reducing the risk of overspending.”

About The Treloar Trust

The Treloar Trust provides education, care, therapy, medical support and independence training to young people with physical disabilities from all over the UK and overseas. Its aim is to prepare these young people for adult life, giving them the confidence and skills to achieve their full potential. The Treloar Trust’s long-term goal is to create a world where physically disabled young people learn to take control of their lives and dare to dream.

Founded in 1907 Treloar’s is a registered charity with a turnover of some £19 million. Most of its income comes from fees, which vary according to the level of support and specialist equipment needed by an individual student. Treloar’s also needs to fundraise for a further £2 million a year to keep it at the forefront of education and services for physically disabled people.

About COA Solutions 
COA Solutions is the UK's leading supplier of integrated business management and information systems to public, private and not-for-profit organisations in the service sector. COA Solutions prides itself on getting close to its customers by understanding their businesses and responding to their business needs.

COA Solutions' award-winning Smart Business Suite combines core financial management, procurement, human resource and payroll systems, integrated with a range of collaborative, document management and business intelligence solutions. COA Solutions also provides managed service and bureau service options. Its systems and services extend the value and effectiveness of the finance, HR and payroll departments across the organisation and enable managers in the business to monitor, analyse and continually improve corporate performance.

COA Solutions has more than 500 experienced and professional staff supporting and servicing over 4,000 clients across the UK service sector including Companies House, Newcastle City Council, WHSmith, Royal Bank of Scotland, Aer Lingus, National Express Group, DFS, RSPB and Great Ormond Street Hospital for Children NHS Trust.
COA Solutions is an Advanced Computer Software Plc group company.

Liz Ebbrell, COA Solutions
[email protected]
+44(0)1625 856505 or 07917 634 705
Ben Carey, COA Solutions
[email protected]
+44 (0)1625 856505

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