A SharePoint based solution for budget

management

Effective SharePoint solution

EffectiveBudget

Overview

EffectiveBudget is a SharePoint based solution that

helps you organize and automate your budget planning

and forecasting.

EffectiveBudget is fully configurable to comply with

your requirements and simple enough to make the

budget planning and review a well-organized and

manageable process. Create budget plans, receive

feedback from managers, review and analyze your

budgets with EffectiveBudget!

Why EffectiveBudget?

- Collaborative Budget Management solution

- More effective budget planning and year end result analysis

- Centralized control of the budgeting process

- Enhanced security for sensitive data

- Fully customizable to comply with your process

- Easy solution for a complex task

Product Features Using EffectiveBudget you can perform all the budget related tasks – create the budgets, get them approved,

review and adjust, analyze the results.

Plan the Budget

- Launch the budget planning process

- Create budget recommendations for managers

- Post budget plans to your revenue and expense accounts

- Plan budgets by cost centers

- Receive inputs from managers

- Monitor the process through the Budget Planning dashboards

- Get reminded when close to the deadline

Approve the Budget - Define approvers for each cost center

- Enjoy the budget approval dashboards - Configure the approval workflows

- Set up reminders for approvers

Review and Adjust the Budget

- Analyze the budgets on the ongoing basis

- Adjust the budgets as needed

- Get approval for the budget adjustments

- Make sure your budget is always up-to-date

Analyze the Budget

- Analyze the budget vs actuals

- Track your revenue and expenses

- View budget reports by cost centers and accounts

- Export reports to Excel

- Create your own reports

Configure to Comply with Your Process

- Create the cost centers

- Set up the Chart of Accounts

- Plan the budget periods

- Define budget owners, approvers and reviewers

- Configure the workflows

- Change how things are named

Additional Services

- System deployment and implementation

- Customization and developing the additional functionality - Consultancy and Training

info@ibtme.comwww.ibtme.com