the features they benefit from to know what's next
Dashboards
Comments
Excel Linking
Departments
Their Ask
Larry is the CFO of the Texas Hockey Stars, a professional hockey sports club that also oversees the facility that they operate. They have 26 departments involved in their operations and 50 employees overall.
Larry wanted a budgeting solution to help organize and analyze operating expenses for each of their 26 departments. The budgeting solution needed to show budget vs actual variance reporting and import and export data from Dynamics Great Plains. The budgets needed to be created at the start of each fiscal year by each department.
Their Challenges
Our Solution
Our development team brainstormed and created unique solutions for Larry that are now standard for all Budgyt users which included the revised dashboards, limiting categories to departments, excel linking for complex calculations and expanded comment fields.
Working with Larry we modified the development process to improve the overall functionality for Larry. The dashboards and reporting show for him all Budget to Actual summary and detail for each department.
The implementation process took several weeks from start to finish because of the custom modifications he requested. The training of all users on using and maintaining the program took just a few hours.
What We Delivered:
- Larry became a customer after we implemented these solutions After 4-6 weeks of development the excel linking has been successfully integrated into the Budgyt solution.
- Larry has rolled out the solution to his team and they have uploaded dozens of excel linked sheets that are readily downloadable.
- Larry and his team are saving a lot of time managing the budget process using Budgyt
“Non-finance savvy department managers find it a vast improvement over our previous Excel-based process."
Larry Silver
missing links put on ice
happy hour, every day
saving you time for #whatmattersmost
better budgets for better homes
