Lake Country Christian School Saves $20–25K Annually with PLANERGY
- Company Overview
Lake Country Christian School (LCCS) is a thriving private K–12 school in Fort Worth, Texas, serving more than 600 students across its 30-acre campus. With a strong commitment to academic excellence, the school needed a better way to manage spending across departments while maintaining visibility and control over its budgets.
- Why PLANERGY
LCCS was looking for a spend management solution that was dependable, easy to use, and capable of growing with the school. PLANERGY offered seamless integration with QuickBooks, intuitive workflows, and powerful tools like Amazon PunchOut to simplify purchasing.
The platform gave administrators real-time budget visibility, automated approvals, and a streamlined procure-to-pay process that cut down on paperwork and manual effort. With PLANERGY, the school gained the financial control and efficiency it had been missing.
Key Challenges
- Previous platforms like DPO and SpendMap were glitchy, unreliable, and created more problems than they solved.
- Manual data entry and fragmented purchasing processes slowed down accounts payable.
- Teachers and department heads lacked real-time insight into available funds.
- Vendor communication and invoice matching were inconsistent and error-prone, leading to delays and frustration.
Key Benefits
- PLANERGY replaced outdated systems with a reliable, cloud-based solution fully integrated with QuickBooks.
- Automated invoice processing eliminated manual re-entry, cutting administrative workload and saving staff time.
- Real-time dashboards gave teachers and department heads instant visibility into budgets and approvals.
- Streamlined workflows and centralized document storage simplified vendor management and audits, saving staff and auditors hours of work.
The Story
Customer
Lake Country Christian School
Key client
Purchasing & Budget Manager
Industry
Education
Company Size
90+ employees
Before PLANERGY
Before PLANERGY, LCCS relied on legacy platforms like DPO and SpendMap. While these systems were intended to be user-friendly, they were glitchy, unreliable, and created more problems than they solved.
As Purchasing & Budget Manager Lisa Marie Jones explained, “There were so many glitches, so many errors—it was causing more problems than it solved.”
The accounts payable team was bogged down with manual data entry and fragmented purchasing, making it difficult to maintain oversight.
Teachers and department heads had no real-time visibility into budgets, often leading to overspending and miscommunication.
Meanwhile, vendor communication and invoice matching were error-prone and slow, adding unnecessary delays and frustration for staff.
After PLANERGY
With PLANERGY, LCCS completely transformed its procurement and accounts payable process. The platform’s seamless QuickBooks integration ensured all purchase orders, invoices, and attachments flowed directly into the accounting system without manual re-entry or duplication.
“The way it integrates with QuickBooks is fantastic. All the attachments carry over—that’s huge for us,” shared Accounts Payable Clerk Susan Meisinger.
Automated invoice processing cut hours of manual effort, while real-time dashboards gave teachers and department heads immediate insight into budgets and approvals.
Instead of waiting for updates or chasing down paperwork, staff could see exactly where funds stood before making a purchase. Approval workflows became faster and more flexible, reducing bottlenecks and ensuring accountability across the school’s 30-acre campus.
Teachers embraced PLANERGY’s Amazon PunchOut integration, which made ordering supplies as easy as shopping online while still enforcing budget controls.
As Jones put it, “We can’t live without the Amazon PunchOut… it’s a game changer.” Meanwhile, smart document storage eliminated filing cabinets and paper trails, making audits dramatically easier.
According to Susan Meisinger, “PLANERGY acts like a smart storage system. It saves our auditors well over 20 hours of audit process time—we can immediately find everything they need.”
These improvements added up to major ROI. LCCS now saves an estimated $20,000–$25,000 annually, while enjoying stronger financial oversight, faster approvals, and higher staff satisfaction across departments.
Testimonials
PLANERGY is seamless. It really is an easy transaction from start to finish. The checks and balances are there, and it saves us hours.
Lisa Marie Jones
Purchasing & Budget Manager
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