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A SharePoint based solution for budget management

Effective SharePoint solution. Effective Budget. A SharePoint based solution for budget management. Overview. EffectiveBudget is a SharePoint based solution that helps you organize and automate your budget planning and forecasting.

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A SharePoint based solution for budget management

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  1. EffectiveSharePoint solution EffectiveBudget A SharePoint based solution for budget management

  2. Overview EffectiveBudgetis a SharePoint based solution that helps you organize and automate your budget planning and forecasting. EffectiveBudgetis fully configurable to comply with your requirements and simple enough to make the budget planning and review a well-organized and manageable process. Create budget plans, receive feedback from managers, review and analyze your budgets with EffectiveBudget!

  3. Why EffectiveBudget? • Collaborative Budget Management solution • More effective budget planning and year end result analysis • Centralized control of the budgeting process • Enhanced security for sensitive data • Fully customizable to comply with your process • Easy solution for a complex task

  4. Product Features Using EffectiveBudget you can perform all the budget related tasks – create the budgets, get them approved, review and adjust, analyze the results. Plan the Budget - Launch the budget planning process - Create budget recommendations for managers - Post budget plans to your revenue and expense accounts - Plan budgets by cost centers - Receive inputs from managers - Monitor the process through the Budget Planning dashboards - Get reminded when close to the deadline

  5. Approve the Budget • Define approvers for each cost center • Enjoy the budget approval dashboards • Configure the approval workflows • - Set up reminders for approvers

  6. Review and Adjust the Budget • Analyze the budgets on the ongoing basis • Adjust the budgets as needed • Get approval for the budget adjustments • Make sure your budget is always up-to-date

  7. Analyze the Budget - Analyze the budget vs actuals - Track your revenue and expenses - View budget reports by cost centers and accounts - Export reports to Excel - Create your own reports

  8. Configure to Comply with Your Process - Create the cost centers - Set up the Chart of Accounts - Plan the budget periods - Define budget owners, approvers and reviewers - Configure the workflows - Change how things are named

  9. Additional Services • System deployment and implementation • Customization and developing the additional functionality • - Consultancy and Training

  10. info@ibtme.com www.ibtme.com

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