15 Min Advisor Better Budgeting

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A very brief presentation on tips for improving corporate budgeting

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15 Min Advisor Better Budgeting

  1. 1. 15 Minute Advisor: Eliminating 95% of User Error in Budgeting BudgetPak… XLerate your budget process
  2. 2. 15 Minute Advisor
  3. 3. 15 Minute Advisor
  4. 4. 15 Minute Advisor
  5. 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. 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. 7. Solving The Problem Think Big
  8. 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. 9. Failsafe User Entry 97% of errors =Sum(A1:A3) Inserting =Sum() Unit X  Linking  Driver  Complex  Rows Rate Spreadsheets Lookup Formulas
  10. 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

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