X Lerant College Webinar: Improving the budget process
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The document discusses BudgetPak, a self-service budgeting tool for colleges and universities created by XLerant. It outlines XLerant's background, the unique challenges of higher education budgeting, and the requirements for an effective budgeting solution. These include accommodating multi-segment account strings, intuitive usability, easy approval workflows, built-in data management tools, minimal IT support requirements, and quick roll-up reporting. A demo of BudgetPak is presented as a solution meeting all the outlined requirements.
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- 1. BudgetPak … Taking the stress out of budgeting (one user at a time) Self Service Budgeting for Colleges & Universities
- 5. Unique Challenges Use of multi segment account string, usually including Fund Segment
- 6. Unique Challenges Department Heads
- 7. Unique Challenges Very little operational review & sign off before budgets are submitted to Finance
- 8. Unique Challenges Getting data back & forth from G/L
- 9. Unique Challenges Limited IT support
- 10. Unique Challenges Roll ups & reporting
- 12. Requirements Accommodate multi-segment account string Use of multi segment account string, usually including Fund Segment
- 18. Requirements Self Service budgeting in a controlled environment
- 20. Slide Library
- 21. General Ledger File CSV, Excel XLerant’s BudgetPak™ Time: 5 to 10 minutes Cost: Free Option 1: Use BudgetPak’s free, built in Data Management Tool Data Integration ETL Tool (e.g., Interweave) General Ledger XLerant’s BudgetPak™ Time: “Push button” Cost: $20K - $60K Option 2: Purchase and implement a 3 rd party application