A very brief presentation on tips for improving corporate budgeting

1. 15 Minute Advisor: Eliminating 95% of User Error in Budgeting
BudgetPak… XLerate your budget process

2. 15 Minute Advisor

3. 15 Minute Advisor

4. 15 Minute Advisor

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. 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. Solving The Problem
Think Big

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. Failsafe User Entry
97% of errors
=Sum(A1:A3)
Inserting =Sum() Unit X Linking Driver Complex
Rows Rate Spreadsheets Lookup Formulas

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