General product information



The Financial Suite© for SharePoint makes your organization less vulnerable, because it makes your organization less dependent on individuals.

The Financial suite© for SharePoint is a document and task control system built on Microsoft's' SharePoint platform and designed for the reporting and planning control department of your organization. It uses all built in options from SharePoint on collaboration and task control. We have added our expertise and coding system, resulting in a strong and structured environment for efficient forecast, reporting and budget (project)management. An example: throughout all websites we use for fixed assets libraries and tasks the code A01 for saving a document or completing a task. No matter where you are, you can always find the document, because A01 is used for fixed assets. 

The "Financial suite©" contains 3 websites for budget, forecast and reporting, together "the document and task control system for reporting, planning and control. The "Financial suite©" helps organizations to optimize their business processes making it less dependent on individual decisions.

Using these sites has solved the communication problems in the data collection process during reporting and preparation periods. Standard SharePoint functionality as version control, RSS feeds and alerts together with our solutions as single point upload© and structured storage© have contributed to a better communication. We have also realised many efficiency improvements

 

Results of the implementation

  • Document storage is no longer depending on individual decisions
  • Sending documents files by e mail within planning and control department are made redundant.
  • Quality assurance by full integration and synchronization of tasks and documents.
  • Quick and well documented budget, forecast reporting cycles are quickly available
  • The RSS feeds and alerts warn you in e mails about document or task completion.
  • Communication with auditors becomes a lot easier and will save money.
  • No more cleanup actions of the shared network drives.
  • Reduction of auditors costs by showing off the internal control improvements Financial suite© supports all document types from Microsoft office and is able to manage all other different document types and tasks when preparing the budget, forecasts or financial reporting.