http://www.lanteria.com/Products/sharepoint-budget-management.aspx Lanteria EffectiveBudget is a SharePoint based tool that allows manage the corporate budgets and finances. As seen from the name, it helps manage the corporate finances using the best of SharePoint! Get more control of your budgets, track all the changes, manage the payments and financial goals, report on every single digit, forecast the scenarios and make it all 100% automated! Get more from what SharePoint gives you!

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Lanteria EffectiveBudget
Budgeting and Forecasting on SharePoint
Lanteria EffectiveBudget is a SharePoint based solution that helps organize and automate budget
planning and forecasting.
EffectiveBudget is fully configurable to comply with your requirements and simple enough to make the
budget planning and reviewqx a well-organized and manageable process. Create budget plans, receive
feedback from managers, review and analyze the budgets.

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Get more from your SharePoint…
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
Using EffectiveBudget you can perform all the budget related tasks – create the budgets, get them approved,
review and adjust as needed, 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
 Adjust the budget goals
 Manage the payments
 Get reminded when close to the deadline

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Approve the Budget
 Define approvers for each cost center
 Enjoy the budget approval dashboards
 Configure the approval workflows
 Set up reminders for approvers

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Review and Adjust the Budget
 Analyze the budgets on the ongoing basis
 Adjust the budgets as needed
 Get the approval for the budget adjustments
 Make sure your budget is always up-to-date

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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

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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

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Get more from your SharePoint…
Additional Services
 System deployment and implementation
 Customization and development of the additional functionality
 Custom application development
www.lanteria.com
info@lanteria.com