Budgeting & Planning

Often, Finance professionals feel they spend more time manipulating and validating data than thinking about the"big" finance questions. What if you could spend your time analyizing product profitability, or comparing various growth scenarios, instead of just updating and re-updating spreadsheets?

And then there's the forecasting process. Whatever you call it, (forecasting, budgeting, planning), it's painful. Often, you spend so much time gathering and manipulating data that you have no time to analyze the information. On top of that, it is difficult to get budget managers to"own" their budgets and participate in the process to generate a quality company outlook. Then there are the technical issues; multiple versions of spreadsheets floating around the network, lots of rekeying of data, and difficulty consolidating the forecast. Forget ad-hoc analysis or multiple iterations, there just isn't time.

Solutions

We'll help you set up a web-based budgeting system that is easy for everyone to use. Finance folks love the flexibility and the ad-hoc analysis, as well as the ease of adding/changing reports. Budget managers love that it's simple and web-based -- no spreadsheets! Executives love finally having easy access to summary reports, trend analysis, and other dashboard reports.

Your actuals will be loaded directly into the system for easy comparison to budget, as well as variance analysis going forward. You can control the level of detail the budget is performed at -- high-level, GL account level, or even line-item detail for each GL account.

Reporting is straightforward and intuitive -- no awkward report-writers to learn. because our solutions are Excel or web browser based, you're most of the way there already. Keep using what you know and like - Excel.

You're in control. Make changes quickly -- add accounts, departments, roll-ups or whatever you need in seconds. You can easily control what your user community can see and what data they can change. There are no consolidation"routines". All the updates are in real-time, allowing you to see the bottom-line effects of a budget change in one department instantaneously.

Our solutions produce results quickly without disrupting the way you currently do business.

We'll set up a system that allows you to:

Integrate your actuals and forecasting for easy and immediate variance analysis

Build insightful reports that allow you to truly perform exception analysis rather than digging through mountains of data

Get key information out to your audience -- both department managers and executives -- so that it's all immediately available to everyone