15 Min Advisor Better Budgeting
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15 Min Advisor Better Budgeting

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A very brief presentation on tips for improving corporate budgeting

A very brief presentation on tips for improving corporate budgeting

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15 Min Advisor Better Budgeting Presentation Transcript

  • 1. 15 Minute Advisor: Eliminating 95% of User Error in Budgeting BudgetPak… XLerate your budget process
  • 2. 15 Minute Advisor
  • 3. 15 Minute Advisor
  • 4. 15 Minute Advisor
  • 5. User Errors Pareto Chart* 97% of errors Inserting =Sum() Unit X  Linking  Driver  Complex  Rows Rate Spreadsheets Lookup Formulas *Buttonwood Group, LLC Survey
  • 6. User Error Budget holders create errors when writing formulas, inserting rows, linking spreadsheets Inflexible, limiting User frustration Forced to go offline Good, rich  rationale behind  the numbers is lost
  • 7. Solving The Problem Think Big
  • 8. Eliminate Formulas Requirements for solution Eliminate the need to memorize & write common Excel (or Excel like) commands when budgeting. Replace with plain English prompts and selections – like when booking travel plans on Expedia, shopping on Amazon, or doing online company benefits enrollment.
  • 9. Failsafe User Entry 97% of errors =Sum(A1:A3) Inserting =Sum() Unit X  Linking  Driver  Complex  Rows Rate Spreadsheets Lookup Formulas
  • 10. Watch-Box Demo Reporting Asset Planning Projects Salaries Benefits Cross Units Spreading Employee Classes Drivers FICA Security Data Management What-If Status Screen Budget Map Revenue Versioning Approval Raises Bonus X-Board Configuration