Modernizing a $1.5B Budgeting Process with Real-Time Visibility

Challenge

A large public sector organization managing a $1.5B budget faced significant inefficiencies in its annual budget planning process. The existing approach relied on dozens of disconnected Excel files, leading to long lead times, data inconsistencies, and limited visibility for both managers and executives. The process was a major pain point across departments.

Solution

Developed a custom digital budgeting tool that centralized and streamlined the entire planning workflow. The solution allowed departmental managers to submit budget requests in a unified system, provided real-time visibility to executives, and enabled dynamic scenario simulations to help balance the budget and allocate capital effectively

Results

• Reduced the overall budget planning lead time by 66%
• Eliminated reliance on fragmented Excel spreadsheets
• Made real-time visibility and approvals possible across all departments
• Empowered management to make informed, strategic decisions faster
• Greatly improved the user experience for department heads and finance teams, transforming what was previously seen as the most dreaded process of the year

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