CUSTOMER SUCCESS STORY

CaseWare Delivers Time Savings and Improved Accuracy to the City of Port CUSTOMER Port Coquitlam is a vibrant community City of Port Coquitlam of more than 57,000 people. Blessed with a picturesque natural setting, an HEADQUARTERS educated workforce, progressive business Port Coquitlam, opportunities, and a strategic location near BC, the city is flourishing. Operating Budget $90 Million The City of Port Coquitlam and its approximately 400 employees provide Number of Employees a wide range of services to the town’s 400 citizens, including: fire and rescue, CaseWare Solutions parks and recreation, engineering and CaseWare Was the Only Choice CaseWare Working Papers operations, and police services. The Grommada, who joined the City’s Canadian GAAP Financials City of Port Coquitlam takes its fiduciary workforce last year, had worked in an Certified Consultant responsibility very seriously, and recently organization that successfully utilized F.H. Black & Company implemented CaseWare Working Papers CaseWare, and she quickly moved to and Canadian GAAP Financials to aid it in implement the solution at the City. “We meeting that responsibility. never considered another solution,” she says. “I knew what CaseWare could do, Lots of Spreadsheets and it was just what we needed.” Up until this past year, the City of While attending a Government Finance Port Coquitlam generated its financial Officers Association (GFOA) conference, statements in a largely manual fashion. http://municipal.fhblack.com Grommada met F.H. Black & Company, “We used spreadsheets. Lots of CaseWare Authorized Consultants. spreadsheets,” recalls Karen Grommada, “They know the solution extremely well,” CMA, Director of Finance for the City of says Grommada. “And they were very Port Coquitlam. “The financial reporting flexible to work with. They gave us the tools in our accounting software were options of having them handle the entire burdensome and very difficult to use, so implementation, sharing the tasks with our we relied on spreadsheets and Word® team, or letting us do the work ourselves. documents to generate our financial We chose the shared option, and it has statements and our annual reports.” worked out very well for us.”

CHALLENGE SOLUTION RESULTS The multiple spreadsheets and The City of Port Coquitlam Time spent to produce the text documents the City relied on selected CaseWare Working Annual Financial Statement to generate its Annual Financial Papers and GAAP Financials as is reduced, and the City has Statements proved too time- its reporting solution, and the greater confidence in the overall consuming and potentially error professionals at F.H. Black to accuracy of the process. Other inducing. spearhead its implementation. reports will similarly benefit.

© 2013 CaseWare International Inc. All rights reserved. Targeted Training Empowers Staff Auditors Recognize the Value “CaseWare is able to take data F.H. Black & Company provided two days CaseWare is a leading supplier of software of classroom-style training followed by for accounting and audit firms, and is used from a complex system and turn targeted one-on-one training to ensure by a majority of such firms in . Grommada was equipped with the skills that data into presentation- Grommada notes that while the City’s audit and tools to be productive with CaseWare. firm does not use CaseWare, they still quality reports with very little “I really appreciated that the training was recognize the value of the software. “We conducted over the Internet and over the effort.” use CaseWare to generate the lead sheets phone, so we didn’t need to pay for travel,” and backup we give to them,” she says. she says. “Plus, they recorded the training, Karen Grommada so I could go back and review it as needed. By including notes and annotations in Director of Finance That was very helpful.” the CaseWare file, the City is building a repository of organizational knowledge, Push-Button Financials accessible by the auditors and by staff F.H. Black & Company’s consultants build members, now and into the future. the financial statement templates based Beyond Annual Reporting on the prior year’s data. They then trained Grommada on how to map the City’s Grommada has plans to use CaseWare accounts into the template. “From there we in the production of the City’s quarterly, were ready to just roll the data forward to variance, and provincial reporting tasks complete the current year’s statements,” as well. “CaseWare is capable of doing so she recalls. “We just export current much more than annual reporting, and I’m data from our accounting application to looking forward to expanding its use to CaseWare. From there, it is really almost as other strategic areas,” she says. simple as pushing a button.” About CaseWare International Inc. A Valuable Tool Time Savings and Improved Accuracy “CaseWare is able to take data from a Accountants and auditors in The two most significant benefits the City of complex system and turn that data into practices large and small, in Port Coquitlam is realizing as a result of its presentation-quality reports with very corporations, and government CaseWare implementation are time savings little effort,” concludes Grommada. “It’s a recognize CaseWare International and improved accuracy. valuable tool for the City of Port Coquitlam.” as the premier creator of assurance, “We have eliminated almost all of the reporting and analysis tools. In manual steps involved in the creation over 130 countries, the CaseWare of our Annual Financial Statement. family of products helps accounting CaseWare saved us many days of labor professionals perform their work and streamlined the process significantly,” more easily and efficiently. explains Grommada. “And, when you take spreadsheets out of the equation, you remove a potential opportunity for error. ”

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