One investment lifecycle
One place for planning, approval and follow-up
Ultradent wanted to bring planning, budgeting, approvals, analysis and asset capitalisation into one system, creating a reliable source of truth from the first planning stages through funding, execution and final closure.
With Weissr in place, the team now works from one connected view of planning, approvals, budgeting, project information and actual costs. Approval ownership is clearer, with automated notifications. Project conversations and changes stay with the investment record, and ERP integration supports project setup, actual cost tracking and closure.
“We’ve transformed CapEx management from a fragmented, manual process into a centralized, automated system that gives every stakeholder real-time visibility across the full project lifecycle.”
Van Tran
Director of FP&A, Ultradent Products
Less manual intervention, more time for the investment itself
The clearest change has been time. Work that used to depend on manual updates, uploads and people stepping in to rescue a broken workflow now runs through one process.
“The most significant impact has been the time savings realized from eliminating manual processes.”
Van Tran
Director of FP&A, Ultradent Products
Connecting Capex with the ERP
The integration supports project number setup, asset ID creation, actual cost tracking and project closure. Information that previously moved manually between tools now follows a more connected flow from planning and approval into execution and financial follow-up.
For a growing organisation, that reliable movement of investment data is essential to a scalable Capex process.
Better visibility across Finance and the business
Finance, project owners and other stakeholders can work from the same view of the investment and communicate around the project in one place.
“Visibility across all stakeholders has significantly enhanced our ability to plan cross-functionally. From a Finance perspective, the ability to streamline our processes and house them within a single source has been a substantial win.”
Van Tran
Director of FP&A, Ultradent Products
Using Capex data to improve future decisions
Ultradent sees the current setup as a foundation. The company wants to continue improving cash flow forecasting, budget management, investment return analysis and encumbrance management.
“Ideally, we would treat Weissr as our ERP system for capital investments. The data housed within Weissr would drive more informed decision-making and provide historical trends to help us improve forecast accuracy over time.”
Van Tran
Director of FP&A, Ultradent Products
The opportunity is to use the information built up through the Capex process not only to track investments, but to learn from previous decisions and improve future planning.