Tom Ironstone Business Solutions Consultant Corporate Performance Management Corporate Renaissance Group Ottawa, Ontario Budgeting & Planning Ottawa Connections 2013 WWW.CRGROUP.COM
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
Budget Maestro Ottawa Connections 2013 WWW.CRGROUP.COM
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
Budget Maestro - Global Users
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.
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
Why Budget Maestro? Easy-to-use Scalable Driver-based Planning Perfect Harmony with your General Ledger Precise Cash Flow Reporting What-if Scenario Planning
Board International Ottawa Connections 2013 WWW.CRGROUP.COM
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
Board - Global Users Banking 2500+ customers all over the world Chemical Fashion & Beauty Food & Beverage Health Care Insurance Logistics Manufacturing Public Sector Retail & Distrib. Utilities & Telcos Others
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
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
BOARD: All in One BI & CPM With BOARD
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 E-mail, Web, Office, mobile etc MS Office integration Workflow, validation, versions, auditability
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
For more information on CRGroup Budgeting & Planning Solutions Please contact: Thomas Ironstone Business Solutions Consultant 613-232-4295 x315 tironstone@crgroup.com