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SharePoint Budgeting and Forecasting solution

Effective Budget. SharePoint Budgeting and Forecasting solution. Overview. Lanteria EffectiveBudget is a SharePoint based solution that helps you organize and automate your budget planning and forecasting.

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SharePoint Budgeting and Forecasting solution

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  1. EffectiveBudget SharePoint Budgeting and Forecasting solution

  2. Overview LanteriaEffectiveBudgetis a SharePoint based solution that helps you organize and automate your budget planning and forecasting. LanteriaEffectiveBudgetis fully configurable to comply with your requirements and simple enough to make the budget planning and review a well-organized and manageable process. Create budget plans, receive feedback from managers, review and analyze your budgets with LanteriaEffectiveBudget!

  3. 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

  4. Product Features Using EffectiveBudget you can perform all the budget related tasks – create the budgets, get them approved, review and adjust, 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 - Get reminded when close to the deadline

  5. Approve the Budget • Define approvers for each cost center • Enjoy the budget approval dashboards • Configure the approval workflows • - Set up reminders for approvers

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

  7. 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

  8. 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

  9. Additional Services • System deployment and implementation • Customization and developing the additional functionality • - Consultancy and Training

  10. Lanteria Ukraine 13 M. Raskovoi Str., 704Kiev, Ukraine, 02002+ 380 (95) 000 89 19 United Kingdom 11 GrasscroftFurztonMilton Keynes MK4 1AS +44 0796 490 6105 USA 16 W 23 street New York, NY, 10010 +1 (917) 561 1283 info@lanteria.com www.lanteria.com

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