2. Agenda
• Introduction
• Sage Budgeting and Planning Overview
• Sage Budgeting and Planning Demonstration
• Questions and Answers
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3. Introduction
• Works across Sage product line
• Well established, supported product
• Customers World Wide
– Small Shops
– Small Countries
– Large Organizations
• Popular and Unique for Variety of Reasons
– Connectivity
– Configurability
– Time Savings
– Accuracy
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4. Budgeting Challenges
• Budgets Have Evolved, Increased in Importance
• Seek to Automate Planning Because:
– Takes too long (average process is 2-5 months)
– Numbers aren’t accurate
– Process is expensive
– Difficult to collaborate
– Contributors don’t see relevance
• Think of your own planning and budgeting process?
• Is it effective? Is it efficient?
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7. Sage Budgeting and Planning
Sage Budgeting and Planning is a flexible, enterprise-
wide, custom built application that:
• Shortens Planning Cycles
• Brings Access and Control
• Ties Budget Figures to Actual Results
• Integrates Data from Enterprise Systems
• Improves Data Analysis
• Saves time and money
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8. Sage Budgeting and Planning
Advantages
• Setup Integration to GL
– Import Chart of Accounts
• Supports Full Segmentation
• Add, Remove or Inactivate Accounts
– Define Fiscal Periods
• Daily, Weekly, 12 Month, 13 Periods, 4-4-5 Periods, etc
• Individual or Combined Periods for Monthly, Quarterly or
Annually
– Import Actual, Budget and Statistical Balances
• Retrieve account and balance data based on Fiscal Periods
– Export Budget
• Export Budget values to GL at end of budget cycle
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9. Sage Budgeting and Planning
Advantages
• Data Integration to Other Enterprise Data
– ABRA
– FAS
– Saleslogix
– Any OLE DB Datasource
– Excel, Access, third party
• OLAP Cubes
– Graphical, Multi-dimensional Data Analysis
– Analyzer Tool
– Excel Pivot Tables
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10. Sage Budgeting and Planning
Advantages
• Flexible Planning Solution
– Two distinct interfaces
– Custom Built Plans and Sheets
– Budget with Both GL and nonGL Data
– Powerful, Customizable, Calculation Engine
– User Defined Templates
– Full Security
– Remote Access
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11. Current Excel Process
• Data is decentralized
– Requires downloading and uploading if possible
– Requires rekeying of data
– No easy way to update
• Lack of Control
– Budget manager brings together information then has to split
out and send out to individual areas via email
– Manual consolidations
– Little control over structure, timing, etc
– Excel sheets are not secure (easy to share data)
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12. Process with Sage Budgeting
and Planning
• Ongoing data level link to all data sources
– No rekeying of data
– Refresh information as data changes
• Participants access data and provide input via web
– Budget manager maintains control of who, when
– Instant updates and access when info is entered
– Automated consolidations
– Sheets are more secure
• More time for analysis & additional tools
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13. Client Feedback
• “It’s easy to move departments and consolidate
divisions with Sage Budgeting and Planning”
• “It is nice to finally have reliable numbers from a
sound budgeting system.”
• “It is so much easier to get people complete
information this way. And we avoid bogging down e-
mail with spreadsheets flying back and forth as well”
• Client with hundreds of local offices reported a 75%
time savings in their budget process the first year
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15. Conclusion
• Powerful
• Highly Flexible
• Enterprise-wide
• ODBC link to data
• Ability to use NonGL Data
• Customizable
Most companies spend a large amount of their time and
money on planning and budgeting. Sage Budgeting
and Planning can help significantly reduce the time
and money invested and deliver better results.
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