BudgetPak… XLerate your budget process

15 Minute Advisor: Eliminating 95% of User Error in Budgeting

15 Minute Advisor

15 Minute Advisor

15 Minute Advisor

User Errors

Pareto Chart*

=Sum()Inserting

Rows

Unit X 

Rate

Linking 

Spreadsheets

Driver Lookup

Complex Formulas

97% of errors

*Buttonwood Group, LLC Survey

User ErrorBudget 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

Solving The Problem

Think Big

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.

Failsafe User Entry

=Sum(A1:A3)=Sum()Inserting

Rows

Unit X 

Rate

Linking 

Spreadsheets

Driver Lookup

Complex Formulas

97% of errors

Demo Reporting

SalariesBenefits

Spreading

What-IfStatus Screen

Approval

Watch-Box

Asset PlanningProjects

Versioning

Drivers

Security

Budget Map

X-Board

FICA

Employee Classes

BonusRaises

Revenue

Cross Units

Data Management

Configuration