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Budgeting Solution

  • 1.  Budgeting Solution

    Posted Jan 20, 2020 12:41 PM
    Everyone,

    I'm looking for a budgeting solution that works well with Excel and GP - do you have one you are using and really like? I'm looking for something that can easily hand a large volume of departments (more than 80).

    Thanks

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    AprilBauer
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Budgeting Solution

    GPUG ALL STAR
    Posted Jan 21, 2020 09:41 AM
    Hi @April Bauer

    GP Out of the Box has a budgeting solution you can use Excel with.  Are you familiar with that?

    Otherwise there are a ton of third parties from very affordable to "Cadillac Level".

    My favorite is Jet Budgeting, but there are others.  What is your budget like and what functionality do you need?  Like:

    Other users having access and collaboration, how detailed do you need it to be, etc.

    You may also want to go here, it is a great tool for finding Add In Software:  https://www.solugence.com/​​

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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Budgeting Solution

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 03:24 PM
    Edited by Noah Moseley Jan 21, 2020 03:29 PM
    Hi April.

    We released Prospero Budgeting for GP a few years back. It is easy to use data from Excel spreadsheets in Prospero and easy to export Prospero data to Excel. User input screens are spreadsheet-style screens of rows and columns. If you'd like a demo, see our schedule online at https://prospero.msxgroup.com/webinars/prospero-webinars/ or email me. Thanks.

    ------------------------------
    Noah Moseley, MSX Group Senior Consultant
    Noah.Moseley@MSXGroup.com

    View our GPUG Partner MSX Group listing: https://www.gpug.com/engage/findacompany/companyprofile?UserKey=275d1f3a-73b4-4a58-b0d8-7395d682dbc3
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Budgeting Solution

    Posted Jan 22, 2020 09:56 AM
    Hi April, I'd appreciate if you'd consider our solution, True Sky. We use Excel as the end-user interface (not Excel-like, but actually Excel!) and we integrate seamlessly with GP.

    www.TrueSky.com

    Feel free to reach out to me directly if you're interested in more detail at stortorici@truesky.com

    Thanks!
    Stephanie

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    Stephanie Tortorici
    Sales & Marketing
    True Sky
    milton ON
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Budgeting Solution

    TOP CONTRIBUTOR
    Posted Jan 23, 2020 02:08 AM
    April,

    Solver BI360 (soon to be known only as Solver), is an application you might want to consider. The website is www.solverglobal.com. Additionally, I've written several articles on LinkedIn about the solution. The first one can be found with this link: https://www.linkedin.com/pulse/creating-cool-reports-sans-great-effort-charles-allen/. If you search my LinkedIn profile, https://www.linkedin.com/in/charlesallengpmvp, you'll see more articles.

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    Charles Allen
    Senior Managing Consultant
    BKD Technologies
    Houston, TX
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Budgeting Solution

    GPUG ALL STAR
    Posted Jan 23, 2020 09:11 AM
    Thanks @Jo deRuiter!

    @April Bauer, yes, we can help. There's obviously a ton of solutions that play well with GP.

    Solugence is a free tool that takes your requirements (Excel-based, many departments, etc) & then spits out your recommended best-match!

    ---> https://www.solugence.com/category/budgeting-financial-reporting/

    Let me know if you have any questions!

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    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Budgeting Solution

    GOLD CONTRIBUTOR
    Posted Jan 23, 2020 10:05 AM
    Hi April,

    Feel free to check out Vivid Reports' website. We offer an Excel based financial reporting & budgeting solution. Would be happy to discuss further at a time convenient for you.   www.vividreports.com.

    Sincerely,
    Christine

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    Christine Boisvert
    Technical Sales / Report Trainer
    Vivid Reports
    Winnipeg MB
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Budgeting Solution

    Posted Jan 23, 2020 11:08 AM
    April,

    I would like to invite you to explore the CALUMO suite at https://www.calumo.com/features-tools/budget-plans-forecast/

    CALUMO is an All-In-One solution, using Excel for authoring and design while presenting the outcomes to End Users via a web portal.

    Additionally, in 2019 CALUMO has again achieved 20 "top-ranked" awards in the world's largest annual survey of BI and CPM software vendors, the BARC BI Survey.

    As you are evaluating solutions, you may want to read this survey before you invest.  The BARC Survey is available on our website at https://www.calumo.com/barc/

    All the best,


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    Richard Pedigo
    CALUMO, Inc.
    VP Alliances
    rpedigo@calumo.com
    469.347.3975
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    Academy - Online Interactive Learning from Experts


  • 9.  RE: Budgeting Solution

    GOLD CONTRIBUTOR
    Posted Jan 24, 2020 10:23 AM
    @April Bauer - there have been a number of good suggestions noted here.   Another solution that I would recommend taking a look at is Vena Solutions.​

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    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    mgummel@ptcllc.com
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    Academy - Online Interactive Learning from Experts


  • 10.  RE: Budgeting Solution

    GPUG ALL STAR
    Posted Jan 24, 2020 07:01 PM
    April,
    There are tons of budgeting solutions on the market, but in the end it comes down to the budget (no put intended) that you want to spend on the product :-)
    http://dynamicbudgets.com/ is certainly one of the most affordable solutions and quick to install. You should be up & running in less than 2 hrs and with no fuss.
    Not the case with bigger solutions like BI360 and Prophix (from which I can speak by experience). Some tools will cost more to implement and train user than the purchase price, though often not a small feat either.​

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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    Academy - Online Interactive Learning from Experts


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