Case Study
METROPOLITAN HEALTH GROUP
From Spreadsheet Chaos To Financial Clarity — Metropolitan Health Redefined Accountability With IDU
ABOUT METROPOLITAN HEALTH
Metropolitan Health is one of South Africa’s leading healthcare administration and managed care providers, operating as part of Momentum Metropolitan Holdings. The company plays a pivotal role in supporting medical schemes, government departments, and large employers by delivering integrated healthcare solutions that improve efficiency, accountability, and wellness outcomes.
THE BUSINESS CHALLENGE
Metropolitan Health faced a time‑consuming, error‑prone budgeting process driven by Excel macros and manual reporting. Finance staff were under constant pressure to deliver detailed reports, while non‑financial managers had little visibility into their own budgets. This created bottlenecks, delayed decision‑making, and limited accountability across divisions.
The reliance on spreadsheets also meant that month‑end reporting was slow and cumbersome, with managers waiting for finance to update workbooks before they could review progress. The lack of real‑time access to financial data made it difficult to adapt quickly, leaving the organization vulnerable to inefficiencies and misalignment between operational and financial goals.
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THE SOLUTION
By implementing the Enterprise Edition of IDU‑Concept’s Budgeting & Reporting Modules, Metropolitan Health gained real‑time visibility into actuals versus budgets. Non‑finance managers could now directly access their areas, interrogate costs, and track performance without relying on finance staff.
The system’s ability to assign access to specific budget areas empowered managers to take ownership, while drill‑down functionality provided transparency at every level. Integration with job costing software ensured seamless data flow, and the annual budget process became collaborative, involving all levels of management. This shift reduced stress during “budget season” and fostered stronger commitment to financial targets.
A PARTNER IN SUCCESS
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“Metropolitan Health’s success shows the power of IDU to empower non‑financial managers, reduce pressure on finance teams, and deliver accountability at every level.” - Geoff ten Oever, Account Manager, IDU
“I would recommend IDU without a doubt — it has transformed how our staff take ownership of budgets and improved visibility across the business.”
Corporate Finance Manager, Metropolitan Health
THE RESULT
Real‑time visibility: Managers could track actuals vs. budgets instantly.
Reduced finance workload: Non‑finance staff accessed data directly, cutting reporting requests.
Greater accountability: Budget ownership spread across divisions.
Faster board reporting: Monthly reviews completed more efficiently with simultaneous input from all areas.
