Step One

Introduction

Cheltenham Festivals is a charity that focuses on working collaboratively to produce innovative, world-class content across science and the arts. They were struggling with systems linked and contained within Cheltenham Borough Council and wanted us to advise on and implement an internal finance system that was flexible enough to cope with demand and enable the organisation to have greater control.

Step Two

Proposals and Recommendations

Following a consultation with Cheltenham Festivals, CSG recommended that they move to Pegasus Opera 3, that they used Pegasus XLR so they could extract data out of Opera 3 to eliminate input errors and that they used the Cashbook module for bank reconciliations.

Step Three

Onboarding

With approval from Cheltenham Festivals, we set them up on Pegasus Opera 3 and added on the Cashbook module, conducted a smooth and seamless changeover to the new system and provided 24 hour support to ensure they had everything they needed during the setup process and going forward.

Step Four

Measuring Results

Through the use of Pegasus XRL, monthly management reports are readily available in real time. Bank reconciliations are managed through the Cashbook application, whilst Payroll and HR are streamlined using Opera 3 Payroll software. The Pegasus investment is supported by CSG’s fully accredited staff to ensure it continues to be an important business tool for Cheltenham Festivals for the foreseeable future.

Testimonial

What Cheltenham Festivals said

“As a charity, it’s crucial that we have a broad understanding of our finances and full grasp on our budgets. Opera 3 gives us control over our finances and more than meets our requirements. Information can be easily accessed and interpreted, even by non-finance employees. Thanks to Opera 3, and the associated support and training we receive from CSG, not only are we more informed but productivity has increased thanks to the efficiency savings the software brings” – Aline Imray, Cheltenham Festivals.

If you want to know how CSG can help your business, give our team a call today on 0330 400 5465, or fill in our contact form and someone will be in touch.