Financial suite > Budget > Website
Budget website
Collaboration for budget preparation and version control of the various budget versions
€3.000
Buy
90% of any organizational budget is generic and applicable for any organization.
The budget as a project for your budget team: Collaboration with Financial suite® delivers the best quality of budget
The budget website for organizations offers the structure for a best practice budget process. It offers version control, audit trail, document, task control and many views on the documents. Project control or the budget completion is supported by tracking and tracing of the tasks for completion. Gantt charts are available. Built by a team of financials, dot net and SharePoint developers, gives you the best of breed product for this solution.
Unique coding delivers quality assurance
The unique coding system, where tasks and documents are coded in line with balance sheet, P and L, cash flow etc., supports collaboration between and over all departments involved, resulting in quality assurance for the documents and easy retreivable documents.
Single point upload saves you and your budget team time
All libraries are designed to contain all information on a central place (single point upload). The planning and control library contains 50 different document types as: fixed assets, intercompany reconciliation, reports etc. The other libraries represent the collaboration between the planning and control department and other departments.
In a nutshell?
See the total impact of Financial suite® in 5 slides: click here
How to use SharePoint to monitor the progress in budget completion and document quality for all departments?
• Frequency of use : 1 * per year, during 2 months
• Deploy ability: privately held company, subsidiary or holding
company
• Solution: Budget website, containing a budget workspace and
budget tasks
• Internal development time:
- Experienced SharePoint user skilled in budget preparation :
approx 120 hrs
- Novice SharePoint user :approx 200+ hours.
• We recommend the use of our budget task list for optimal efficiency.
Additional information
Compare the purchase costs with your cost of making or outsourcing.
• Internal development time:
- Experienced SharePoint user skilled in budget making and
updates: approx 120 hrs
- Novice SharePoint user : approx 200+ hours.
Based on this information, you can make up your mind
Payback time for this product: some weeks.
Contents of the website
The use of shared folders and shared folders on the network drives has been replaced by the central library for planning and control. This is a place where you can file all budget documents on one place. You only have to select the metadata and the period and from that moment on you can be in control and find your documents the easy way.
These are the options for the website.
• The website structure follows the budget process.
• The website can easily be upgraded with our product for budget
tasks.
• All tasks from our Financial suite are coded in sync with the
coding for storage in the libraries.
• The website enables project management support for the budget
with Gantt charts etc.
• Announcement of the budget due date on the home page (see our
demo).
• Shared library for documents related to the budget.
• Shared libraries for documents delivered by other
departments.
• All libraries use document and version control, are secured and
facilitate the use of unique documents.
•15 different views for easy finding your documents.
• View for consolidation documents.
• Views for group reporting documents sent and received.
• Views for budget per period are supported.
Note : we advise our generic budget task list to start your budget.
Standard functionality for this website:
• Structured storage©: unique coding system for all documents
and tasks based on B/S, P and L etc, Excel, Word, Powerpoint
etc.
• Single point upload©: all documents can be uploaded in central
libraries
• Many predefined views on the libraries facilitate easy
finding
• Intercompany documents are shown in separate tabs
• Catered for the generic budget task list
Synopsis
Please visit our demo website to experience the look and feel of
the budget website. It tells you more than many screen dumps.
The budget website is catered for the use of the budget tasks product from the Financial suite©. The task lists have the same logical order as all other task lists and libraries, starting with the Balance sheet followed by the profit and loss account, cash flow calculations and tax. Over 65 tasks are predefined as structured tasks©. Adapting these tasks will give you a head start for your budget process.