Tell Us Your Budgeting & Planning Requirements

Full name *

Job title *

Company name *

Email *

Phone number *

Number of companies and/or legal entities *

Do you require financial consolidation (intercompany transactions and eliminations) *

Goals for new budgeting software & reason *

Current budgeting and planning tools & challenges

Budget revision and approval process

Major categories are you budgeting for? (Revenue, Operating, Payroll, Capital/CapEx, etc.)

Decentralized or centralized approach to budgeting? If hybrid, please explain.

Reforecasting frequency & responsible group

Chart of account structure

Frequency of budget model redesign

Name of ERP(s) or accounting software used by the organization?

What is your timeframe for making a decision and/or going live with a new solution?

How can we assist you, and how would you like to proceed?

Which features do you hope to use in a new system? (Check any that apply)

Business Rules / Driver-based Modelling

“What-if” Analysis & Reforecasting

Top-Down Budget Entry

Multi-Company

Multi-Currency

Template Designer Functionality

Customizable Workflow/Approvals

Customizable Screen Layout and Navigation

Broadcasting (email distribution)

Collaboration

Self-Service Analysis & Reporting

Exception Reporting & Alerts

Automated Financial Statements

Data Visualization and Dashboards

Source Data Integration

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Getting To Know You: Budgeting & Planning Requirements

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