Brookfield Residential: Building a Unified, Real-Time Planning Environment Across North America

Client: Brookfield Residential is a leading North American land developer and homebuilder with operations across the U.S. and Canada, focused on innovation and excellence in residential development.

Client's Goals: To implement a unified, real-time planning model that reduces manual effort, integrates actuals seamlessly, and enables more strategic, data- driven decision-making across divisions.

Our Team's Role: Brookfield engaged Citrin Cooperman, a trusted Vena Solutions partner. Together, they architected a robust, flexible solution that integrated seamlessly with Brookfield’s internal operational platforms and reporting systems. Citrin Cooperman played a pivotal role in the success of the implementation. From solution architecture to hands-on training, their team ensured a smooth transition and knowledge transfer. They helped Brookfield build internal expertise, enabling the company to manage costs and scale its planning capabilities independently.

Brookfield Residential is a leading North American land developer and homebuilder, committed to creating exceptional communities and delivering outstanding customer experiences. With operations spanning multiple divisions across the U.S. and Canada, Brookfield Residential is known for its innovation, integrity, and dedication to excellence in residential development.

Brookfield Residential needed a solution that could accommodate the unique requirements of each division, enable real-time integration of actuals into planning models, reduce the time spent on manual data collection and consolidation, and empower teams to focus on analysis and strategic decision-making.

Challenges

• Fragmented and siloed financial planning environment
• Inconsistent methodologies and duplicated efforts across divisions
• Lack of organizational visibility and unified corporate view
• Manual and time-consuming quarterly business planning
• Slow and error-prone plan consolidation

Citrin Cooperman's Approach

• Collaborated with Brookfield Residential to implement Vena
• Architected a robust, flexible planning solution
• Integrated seamlessly with internal platforms and reporting systems
• Delivered solution architecture, hands-on training, and knowledge transfer
• Enabled Brookfield to scale planning independently with internal expertise

Results

• Real-time actuals integration for near-instant forecast updates
• Dramatically reduced time to prepare quarterly and annual plans
• Scalable solution supports diverse divisional needs
• Trained internal teams, reducing reliance on external consultants