Kick the Work out of
      your Budgeting
 
As a 'C' level financial executive we know that the annual and quarterly budget process consumes too much of staffs time and energy. It would be preferred if we could spend our time on working with other department heads to improve expenses and add to the bottom line.

In your organization you have automated all of the other regular routines such as your ERP, CRM and HR systems. You would never consider operating without a system to support these activities? Yet, for Budgeting and Forecasting, Excel is used which is manual, custom built, risky and contains only a few of the capabilities required to support the process effectively. Budgeting and Forecasting is truly the last process holdout.

I am considered a master at Excel and can do most of what companies want in Excel. Which, of course, means that I could assist your company with your current spreadsheet needs with ease? However, If you are considering a faster more modern solution I can assist you there also. Irrespectively I can make your budgeting/forecasting simpler and more reliable.


      Adaptive planning can:

    •  Eliminate most …. Errors by eliminating linked spreadsheets and making the formulas and logic unavailable to end users.

    •  Since you will be using a database there are consolidations can be automated so you do not need to worry about it. With version control people cannot be in the wrong version.

    •  Common Dashboards and reports that can be used by all levels of management. The fields are the same but each department only sees the numbers for their unit.

    •  The ability to drill won on specific numbers to see the underlining data.

    •  Rolling forecasts top keep you company on the right track.

    •  User based access controls so you can control who sees what.

      		•
There is much more that is available on the Adaptive planning website. The Adaptive Planning site has a vast amount of information so I won't duplicate too much here. Some of the sites you might want to visit first are:

Best Practices Kit
to receive the Best Practices Kit white paper

Pre-Recorded demo
Check out a Pre-Recorded demo that covers Expense Planning, Personnel Planning, Sales Planning, Reporting, and Administration.

Resource Center
Learn how hundreds of companies worldwide, such as AAA, American Red Cross, Flowserve, NetSuite, and Unitrin have cut months of time from their budgeting process, increased the accuracy of their forecasts, and improved business decisions through better reporting and analysis.

Free trial:
Register for a free, online trial of Adaptive Planning's full-featured Enterprise Edition. This hands-on trial includes:

  • Unlimited access to the entire application
  • Documentation and sample plan to help you get started
  • Ability to change the existing plan, or create your own model and import your data

    ROI Calculator:
    We are always asking people "What is the ROI on that?"
    Here is a chance to check the ROI on a conversion from your current budgeting system to Adaptive Planning

    Recent Articles about budgeting:
    You can check out various articles on Budgeting from multiple sources

    Adaptive Planning's eight page solutions brochure:
    This online brochure will answer many questions in consise manner. Check it out.

    Video testimonials:
    And to see what people are really saying check out these video recommendations.

    Attened an upcoming Demo of Adaptive Planning
    There is nothing like a live demonstration put on by an expert. These live demo's will show you how easy it can be to not cringe at your next buggeting season.

     

     

    		•

    Case Studies:

    Who has implemented Adaptive Planning?   Over 600 customers have implemented Adaptive Planning and they have customers in every industry and every shape and size. Every day at least 1 new organization starts their implementation of Adaptive Planning.

    Media
    SourceForge  Fremont, CA

    Challenges
    ·· Replace a budgeting solution consisting of 17 linked spreadsheets
    ·· Involve department heads in the planning process
    ·· Free up CFO from manual planning tasks
    Aviation Industry
    Shannon Aerospace Limited
    Challenges
    ·· Increase the effectiveness of the budgeting process
    ·· Eliminate errors associated with 350 linked Excel spreadsheets used for financial planning
    ·· Improve the effectiveness of a five year rolling forecast and strategy

    Manufacturing
    Vicor Andover, MA
    Challenges:
    Increase participation in the budget
    ··process across the company Eliminate the need for the accounting
    ··department to reformat hundreds of budget sheets Streamline the budgeting process
    ··to allow more time for meaningful analysis

    Allen Vanguard
    Challenges
    ·· Improve accuracy, turnaround time, and collaboration in the annual
    budget process ·· Implement a monthly forecasting process to enhance business performance
    ·· Gain insight into spending without interrupting day-to-day business processes

    Insurance Advisors
    Sitzmann Morris & Lavis, Inc.
    Challenges
    ·· Eliminate a fragile and breakable Excel model
    ·· Select an affordable and technically powerful solution that would not pose a financial risk to the company
    ·· Maximize their ability to manage the business during a period of cost control
    ·· Speed the process of generating the budget and reforecasts

    Internet Marketing
    DentalPlans.com Dania, FL
    Challenges
    ·· Support profitable growth by increasing the rigor of internal controls
    ·· Design and implement the company’s first formal budgeting process
    ·· Attract new investors by establishing a reliable forecasting model

    Healthcare
    Passport Health Franklin, TN
    Challenges
    ·· Engage business users throughout the budget process
    ·· Meet the strict budget deadlines and accuracy requirements of a new board of directors
    ·· Eliminate reliance on dozens of linked spreadsheets

     

    You can always contact me at :

    		  Contact:
    Larry Moseley, MBA, GRI
    Corporate Financial Consultant
    Contact: eMail
    LINKEDIN Profile