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  • 1.  Budgeting Software

    Posted 06-25-2015 02:46 PM

    I realize there are many options for a budgeting software application, including ERP system modules themselves, but I'm looking for a solution for a client using SAP and BPCS with forecasts in Microsoft Excel. They need to streamline and automate the 6-week process of updating the forecast every quarter. The relevant industry is manufacturing. 

    If you have had particular success in a given non-spreadsheet application (I know there are also cloud applications such as Net Suite and Host Analytics), please let me know. We know we can improve an Excel-based version, but would like to offer alternatives that improve integrity, control, transparency, and connectivity.

    Thanks,

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    Christopher Mishler, CMA, CIA, CISA

    Chair, IMA Tech Solutions and Practices

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  • 2.  RE: Budgeting Software

    Posted 06-25-2015 05:33 PM

    I did some research on such applications because I am planning to develop such an application geared towards SMEs aimed to be low cost solution plus being simple.

    During research, I found two of many apps appealing:

    #1 - WhiteBirch Enterprise Planning > See intro vid: https://www.youtube.com/watch?v=0cQRsawiYNo.

    #2 - PlanGuru > See intro vid: https://www.youtube.com/watch?v=yQTJe54Ty34.

    This link might also help: http://www.capterra.com/budgeting-software/

    Hope this helps.

    Regards.




  • 3.  RE: Budgeting Software

    Posted 06-26-2015 10:30 AM

    Hi Christopher,

    Take a look at this blog on budgeting solutions: The Evolution of Budgeting (Part 1). I would love to talk to you about Prophix budgeting and how it can potentially meet your client's needs.

    Prophix remove preview
    The Evolution of Budgeting (Part 1)
    Renowned industry expert Paul Sharman sits down with Prophix to discuss the evolution of budgeting. In this blog, Paul reflects on how the purpose of budgets and budgeting has changed. Prophix: Because Prophix helps Finance professionals optimize budgeting processes, it is critical to have a thorough understanding of how budgets are used.
    View this on Prophix >

    Regards,


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    Paul Sharman
    Executive Officer
    Burlington ON
    Canada
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