Budgeting & Planning. Ottawa Connections Tom Ironstone. Business Solutions Consultant Corporate Performance Management

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Elisabeth Brooks
7 years ago
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1 Tom Ironstone Business Solutions Consultant Corporate Performance Management Corporate Renaissance Group Ottawa, Ontario Budgeting & Planning Ottawa Connections

2 Common Budgeting Pains Lengthy Automating workflow Facilitating multi-contributor budgeting Excel Integrity - Broken formulas and references Not scalable Not flexible Planning by dimensions that are not included in G/L account structure Reforecasting Nice to haves What-if scenarios Driver-based budgeting (square-footage, headcount, etc.) Balance Sheet & Cash Flow Statement - budget reporting

3 Budget Maestro Ottawa Connections

4 Budget Maestro Overview Budgeting and planning software Easy-to-use Scalable Designed to replace Excel Small and mid-market business Eliminates spreadsheet maintenance Create budgets with no formulas at all Enhanced accuracy

5 Budget Maestro - Global Users

6 Budgeting & Planning Budget Maestro 1. Synchronized P&L, Balance Sheet & Cash flow reports 2. Built in Financial Intelligence and Business Rules 3. Driver-based Planning 4. Complements your existing systems Budget Maestro helps automate your budget and forecast.

7 Dynamics GP Budget Maestro Link Maestro Pull-in Chart of Accounts from Dynamics GP Consolidate the COA (can handle multiple COA) Pull-in previous budgets and/or actuals Push-back budget into Dynamics GP

8 Why Budget Maestro? Easy-to-use Scalable Driver-based Planning Perfect Harmony with your General Ledger Precise Cash Flow Reporting What-if Scenario Planning

9 Board International Ottawa Connections

10 The Value Proposition BOARD is a software product that unifies Business Intelligence and Performance Management in a single integrated environment, providing a seamless solution for the support, control and management of core processes such as: REPORTING ANALYSIS AND SIMULATION SCORECARDING AND DASHBOARDING BUDGETING, PLANNING AND FORECASTING PROFITABILITY MODELING AND OPTIMIZATION FINANCIAL CONSOLIDATION STRATEGY MANAGEMENT

11 Board - Global Users Banking customers all over the world Chemical Fashion & Beauty Food & Beverage Health Care Insurance Logistics Manufacturing Public Sector Retail & Distrib. Utilities & Telcos Others

12 Making better decisions Strategy Formulation Scorecards Strategy Maps Strategic Planning Linking Strategy with Operations Control Profitability Analysis Financial Consolidation Planning What if analysis / Forecasting Resource Capacity Planning Financial Planning Execution Reporting Monitoring S&OP and short term planning

13 BOARD: All in One BI & CPM Today BI & CPM are disconnected, decision making processes are fragmented Financial Budget Capacity Planning Financial Consolidation Reporting Sales Budgeting Scorecards Dashboard Profitability Analysis DWH ERP CRM SFA

14 BOARD: All in One BI & CPM With BOARD

15 Functionality Multiple data sources Reporting, Analysis, Alerting Strategy Maps, Scorecards, Dashboards, KPIs Rapid Deployment Programming-Free Drag & Drop Self-Sufficiency Budgeting, Forecasting, Planning, What-if, Financial Consolidation, Profitability Diffusion / Broadcast push/pull by , Web, Office, mobile etc MS Office integration Workflow, validation, versions, auditability

16 Why BOARD? Integration An All in One product combines all the features and functionalities needed to build a complete BI/CPM solution Pervasiveness Thanks to its unique adaptability BOARD can be easily adopted in various departments, BUs and divisions Simplicity A Self-Service environment enables any user to interact intuitively with data and make in-depth analysis with simplicity Speed Any application can be built with the drag and drop and the configuration of data aware objects, offering an unmatched time to solution

17 For more information on CRGroup Budgeting & Planning Solutions Please contact: Thomas Ironstone Business Solutions Consultant x315

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