Master the Maze of Budgeting Season with Budget Manager
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1 Master the Maze of Budgeting Season with Budget Manager Melanie Wimer Product Marketing Specialist ProfitStars Performance Solutions Jack Henry & Associates, Inc. All Rights Reserved
2 The Issue Jack Henry & Associates, Inc. All Rights Reserved
3 The Issue Version 1 Version 2 Version 3 Etc Jack Henry & Associates, Inc. All Rights Reserved
4 Issues Spreadsheets are not collaborative Spreadsheets don t support a complex budgeting process Data is not secure Participants in the budget process spend more time on data management than on analysis and planning Data distribution is time-consuming and error-prone Analyzing trends and modeling structural changes is difficult Jack Henry & Associates, Inc. All Rights Reserved
5 Issues (cont.) There are no audit trails Administrators are frustrated with managing multiple versions of the budget there is never just one set of the facts Re-forecasting is difficult and infrequent Variance reporting is cumbersome Jack Henry & Associates, Inc. All Rights Reserved
6 The Solution Hosted Budget Manager Budget Manager is ProfitStars browser-based distributed budgeting solution Jack Henry & Associates, Inc. All Rights Reserved
7 Benefits of a hosted solution Eliminates hardware related costs Easier for users to access No need to schedule version upgrades at the financial institution Jack Henry & Associates, Inc. All Rights Reserved
8 Export from PROFITstar to Budget Manager Jack Henry & Associates, Inc. All Rights Reserved
9 Jack Henry & Associates, Inc. All Rights Reserved
10 Log In to Budget Manager Jack Henry & Associates, Inc. All Rights Reserved
11 Define Roles Jack Henry & Associates, Inc. All Rights Reserved
12 Use Account Groups for those with the same (or similar) permissions Jack Henry & Associates, Inc. All Rights Reserved
13 Fixed Asset Setup Jack Henry & Associates, Inc. All Rights Reserved
14 Formula Setup (branch/cost center specific or global) Jack Henry & Associates, Inc. All Rights Reserved
15 Budgeters use the built-in projection techniques to develop their fiscal budget Jack Henry & Associates, Inc. All Rights Reserved
16 Activity Log Jack Henry & Associates, Inc. All Rights Reserved
17 Subledgers are used to model a greater level of detail and can be copied from other applications Jack Henry & Associates, Inc. All Rights Reserved
18 Once the Budgeters have completed their budget forecast, they submit their budget for review Jack Henry & Associates, Inc. All Rights Reserved
19 Review flag accounts Jack Henry & Associates, Inc. All Rights Reserved
20 The Budget Manager Reviewer and/or Administrator reviews each Budgeter s forecast submission and either: ACCEPTS the submission and imports it into PROFITstar and the consolidated budget OR Rejects the submission, sending it back to the budgeter for further revisions Jack Henry & Associates, Inc. All Rights Reserved
21 Import from Budget Manager to PROFITstar Jack Henry & Associates, Inc. All Rights Reserved
22 After approval, the budget is saved in PROFITstar Jack Henry & Associates, Inc. All Rights Reserved
23 Reports Jack Henry & Associates, Inc. All Rights Reserved
24 Budget Manager Demo Jack Henry & Associates, Inc. All Rights Reserved
25 Next steps Hosted Budget Manager is offered as a service. See the MicroSoft Azure Trust Center for details on the hosted environment: For additional information and pricing, contact your Sales Executive. For existing PROFITstar users, you can be up & running on Budget Manager in just a matter of DAYS! Jack Henry & Associates, Inc. All Rights Reserved
26 Jack Henry & Associates, Inc. All Rights Reserved
27 Questions Phone: Fax: Financial Performance Solutions: Melanie Wimer Product Marketing Specialist Jack Henry & Associates, Inc. All Rights Reserved
PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version
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