Control Your Budget – Don’t Let it Control You Sage Budgeting and Planning

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Agenda • Introduction • Sage Budgeting and Planning Overview • Sage Budgeting and Planning Demonstration • Questions and Answers

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Introduction • Works across Sage product line • Well established, supported product • Customers World Wide

– Small Shops – Small Countries – Large Organizations

• Popular and Unique for Variety of Reasons – Connectivity – Configurability – Time Savings – Accuracy

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Budgeting Challenges • Budgets Have Evolved, Increased in Importance • Seek to Automate Planning Because:

– Takes too long (average process is 2-5 months) – Numbers aren’t accurate – Process is expensive – Difficult to collaborate – Contributors don’t see relevance

• Think of your own planning and budgeting process? • Is it effective? Is it efficient?

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It doesn’t have to be this way

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Or this way…

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Sage Budgeting and Planning Sage Budgeting and Planning is a flexible, enterprise-

wide, custom built application that: • Shortens Planning Cycles • Brings Access and Control • Ties Budget Figures to Actual Results • Integrates Data from Enterprise Systems • Improves Data Analysis • Saves time and money

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Sage Budgeting and Planning Advantages • Setup Integration to GL

– Import Chart of Accounts • Supports Full Segmentation • Add, Remove or Inactivate Accounts

– Define Fiscal Periods • Daily, Weekly, 12 Month, 13 Periods, 4-4-5 Periods, etc • Individual or Combined Periods for Monthly, Quarterly or

Annually – Import Actual, Budget and Statistical Balances

• Retrieve account and balance data based on Fiscal Periods – Export Budget

• Export Budget values to GL at end of budget cycle

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Sage Budgeting and Planning Advantages • Data Integration to Other Enterprise Data

– ABRA – FAS – Saleslogix – Any OLE DB Datasource – Excel, Access, third party

• OLAP Cubes – Graphical, Multi-dimensional Data Analysis – Analyzer Tool – Excel Pivot Tables

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Sage Budgeting and Planning Advantages • Flexible Planning Solution

– Two distinct interfaces – Custom Built Plans and Sheets – Budget with Both GL and nonGL Data – Powerful, Customizable, Calculation Engine – User Defined Templates – Full Security – Remote Access

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Current Excel Process • Data is decentralized

– Requires downloading and uploading if possible – Requires rekeying of data – No easy way to update

• Lack of Control – Budget manager brings together information then has to split

out and send out to individual areas via email – Manual consolidations – Little control over structure, timing, etc – Excel sheets are not secure (easy to share data)

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Process with Sage Budgeting and Planning • Ongoing data level link to all data sources

– No rekeying of data – Refresh information as data changes

• Participants access data and provide input via web – Budget manager maintains control of who, when – Instant updates and access when info is entered – Automated consolidations – Sheets are more secure

• More time for analysis & additional tools

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Client Feedback • “It’s easy to move departments and consolidate

divisions with Sage Budgeting and Planning”

• “It is nice to finally have reliable numbers from a sound budgeting system.”

• “It is so much easier to get people complete information this way. And we avoid bogging down e-mail with spreadsheets flying back and forth as well”

• Client with hundreds of local offices reported a 75% time savings in their budget process the first year

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Demonstration

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Conclusion • Powerful • Highly Flexible • Enterprise-wide • ODBC link to data • Ability to use NonGL Data • Customizable

Most companies spend a large amount of their time and

money on planning and budgeting. Sage Budgeting and Planning can help significantly reduce the time and money invested and deliver better results.

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Questions & Answers