Jason Schoming UPMC
Customer Testimonial

Jason Schoming UPMC

How SummitStone Health Partners Built a Reliable, Story-Driven Finance Function with Prophix

See how UPMC, an integrated hospital and health insurance company serving four million members, replaced crash-prone Excel budgeting with Prophix — enabling client-level reporting, real-time revenue forecasting, and the creative problem-solving their finance team needed to keep pace with a complex, fast-moving organization.

Key results:

  • Unlocked client-level income statements across 700+ clients — reporting that was simply impossible before Prophix.
  • Integrated Salesforce pipeline data to generate a risk-adjusted six-year revenue forecast instantly.
  • Enabled ad hoc analysis used 15–20 times daily, giving leadership answers in seconds rather than hours.

Watch the full video to see how UPMC turned financial adaptability into a competitive advantage with Prophix.

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