Control Your Budget Don t Let It Control You Sage Budgeting and Planning July 10, 2013

Transcription

1 Cntrl Yur Budget Dn t Let It Cntrl Yu Sage Budgeting and Planning July 10, 2013

2 Intrductin Wrks acrss Sage prduct line Well-established, supprted prduct Custmers wrldwide Small shps Small cuntries Large rganizatins Ppular & unique fr variety f reasns 2 Cnnectivity Cnfigurability Time savings Accuracy

3 Budgeting Challenges Budgets have evlved, increased in imprtance Seek t autmate planning because Takes t lng (average prcess is 2-5 mnths) Numbers aren t accurate Prcess is expensive Difficult t cllabrate Cntributrs dn t see relevance Think f yur wn planning & budgeting prcess Is it effective? Is it efficient? 3

4 It Desn t Have t Be This Way 4

5 Or This Way 5

6 Sage Budgeting and Planning Sage Budgeting and Planning is a flexible enterprise-wide custm-built applicatin that Shrtens planning cycles Brings access & cntrl Ties budget figures t actual results Integrates data frm enterprise systems Imprves data analysis Saves time & mney 6

7 Sage Budgeting and Planning Advantages Set up integratin t GL Imprt chart f accunts Supprts full segmentatin Add, remve r inactivate accunts Define fiscal perids Daily, weekly, 12-mnth, 13 perids, perids, etc. Individual r cmbined perids fr mnthly, quarterly r annual missing wrd? Imprt actual, budget & statistical balances Retrieve accunt & balance data based n fiscal perids Exprt budget Exprt budget values t GL at the end f budget cycle 7

8 Sage Budgeting and Planning Advantages Data integratin t ther enterprise data ABRA FAS Saleslgix Any OLE DB data surce Excel, Access, third party OLAP cubes Graphical, multidimensinal data analysis Analyzer Tl Excel PivtTables 8

9 Sage Budgeting and Planning Advantages Flexible planning slutin Tw distinct interfaces Custm-built plans & sheets Budget with bth GL & nn-gl data Pwerful, custmizable calculatin engine User-defined templates Full security Remte access 9

10 Current Excel Prcess Data is decentralized Requires dwnlading & uplading if pssible Requires rekeying f data N easy way t update Lack f cntrl Budget manager brings tgether infrmatin, then has t split ut & send ut t individual areas via Manual cnslidatins Little cntrl ver structure, timing, etc. Excel sheets are nt secure (easy t share data) 10

11 Prcess with Sage Budgeting and Planning Onging data-level link t all data surces N rekeying f data Refresh infrmatin as data changes Participants access data & prvide input via web Budget manager maintains cntrl f wh & when Instant updates & access when inf is entered Autmated cnslidatins Sheets are mre secure Mre time fr analysis & additinal tls 11

12 Client Feedback It s easy t mve departments and cnslidate divisins with Sage Budgeting and Planning It is nice t finally have reliable numbers frm a sund budgeting system It is s much easier t get peple cmplete infrmatin this way. And we avid bgging dwn with spreadsheets flying back and frth as well Client with hundreds f lcal ffices reprted a 75% time savings in their budget prcess the first year 12

13 Demnstratin 13

14 Cnclusin Pwerful Highly flexible Enterprisewide ODBC link t data Ability t use nn-gl data Custmizable Mst cmpanies spend a large amunt f their time & mney n planning & budgeting. Sage Budgeting and Planning can help significantly reduce the time & mney invested & deliver better results. 14

15 Questins & Answers

16 BKD Technlgies Supprt Center Sage Supprt Center Mnday - Friday, 8 a.m. - 5 p.m., Central Time Supprt Center tll free

17 Sage Cntact Infrmatin Deb Nugent x24039 Gary Maher x Direct: Gary.Maher@sage.cm