How City Wide Made Financial Reporting More Useful for Its Franchise Network
Supporting location-level planning and reporting with Solver alongside Microsoft Dynamics 365 Business Central.
Download the original case study PDF
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Facilities management / Building maintenanceUS customer story
- Customer
- City Wide Facility Solutions
- Industry
- Facilities management / Building maintenance
- ERP
- Microsoft Dynamics 365 Business Central
At a glance
City Wide uses a central reporting environment to support the different financial information and budgeting needs of its franchise locations.
The Situation
City Wide coordinates cleaning and maintenance services through franchises across the US and Canada. Following its move to Business Central, it needed reporting that could accommodate individual locations’ requirements.
What Was At Stake
- Franchise owners needed clear local financial information.
- Budgets had to reflect location-specific requirements.
- Controllers and auditors needed appropriate close reports.
The Turning Point
City Wide selected Solver to combine standard and tailored reports with budgeting workflows alongside its ERP.
This US customer project involved City Wide’s implementation teams and Solver consultants. Solver Global’s case study documents their work on data preparation, reporting and training.
What the Team Did
Supporting Individual Budgets
Input templates and workflows accommodate requirements such as employees, margins, bonuses and commissions.
Building Useful Financial Reports
The team created financial statements and supplementary reports for decision-making, reconciliations and monthly close.
“Franchise owners have loved using Solver due to its simplicity and dynamic report building.”
The Result
City Wide reports substantial time savings and a more efficient reporting process.
- Financial packages can be generated in a few clicks.
- Franchisees receive information suited to their needs.
- Specific reports support controllers and auditors.
What They Can Do Now
- Produce balance sheets, income statements and cash flow reports.
- Support location-specific budget inputs.
- Review commissions, margins and financial performance.
Why It Worked
A Common Process with Relevant Detail
A franchise network needs both consistency and room for individual operating requirements. Designing the shared process around those two needs gives finance a clearer basis for maintaining useful reports as the network changes.
Information That Supports the Next Question
A report becomes more valuable when its reader can use it to investigate performance. Clear presentation and relevant detail help turn a financial pack into a starting point for discussion between a local operator and the finance team.
Discuss your franchise reporting requirements.
Based on Solver Global’s original City Wide Facility Solutions customer story. Customer details and outcomes relate to the implementation described in that source.