Courtesy KTL Solutions www.ktlsolutions.com 866-960-0001

LevelOfComplexity

Low

High

High

Low

5

3

3 5

1

Value to Business

Automated data collection and consolidation(SQL Server and PerformancePoint Server)

Automated budget reporting and report development through reporting templates and automated data linkages / integration(PerformancePoint Server and SQL Server)

Automate data consolidation, integration, and analysis activities(SQL Server 2005, PerformancePoint Server 2007,Sharepoint and Excel Services)

1

Link budgeting models across Departments and integrate models such that changes applied to one area/level can be reflected in other areas/levels(Office Forms Server, InfoPath, PerformancePoint Server, Sharepoint, and Excel Services)

Integrate budget data with operational data and cascade alignment of guidance(SQL Server Sharepoint, and PerformancePoint Server)

Prioritize – can be a simple as…

Courtesy KTL Solutions www.ktlsolutions.com 866-960-0001

Anticipated Benefits - ProcessID Process

PhaseImprovement Description

Benefits Technology Leveraged

KPI Impact(s) Affected Stakeholders

1Initiate Budget Process

• Integrated planning/model and templates with guidance

• Data is automatically accessible and loaded

• Notification sent as per pre-defined workflow

• Reduce time to kick-off official process

• Ensures data consistency

PerformancePoint Server, SQL Server, SharePoint, Excel Services, Services, InfoPath, Office Forms Server Server

• Reduce time to kickoff by 40%

• Improve data consistency (everyone using the same figures) by 80%

• Executives• Budget Process

Owner• Process Owner

Staff• Departments

2Manage Budgeting Process

• Improved visibility into process status

• Improve ability to coordinate between linked depts.

• Reduce management oversight.

• Greatly improve cycle time for budgeting process

• Better able to manage resources

PerformancePoint Server, SQL Server, SharePoint, Excel Services, Services, InfoPath, Office Forms Server Server

• 40% decrease in project management time

• 20% increase in resource allocation efficiency

• Executives• Budget Process

Owner• Process Owner

Staff• Departments

3

Conduct top-down and bottom up analyses

• Templates and reports are linked together enabling total and detailed views for analysis

• Reduces data gathering tasks allowing more time for analysis activities

• Improve execution to the strategic plan

• Improved analysis consistent across depts.

PerformancePoint Server, SQL Server, SharePoint, Excel Services, Services, InfoPath, Office Forms Server Server

• 60% decrease in time gathering and analyzing data

• 30% decrease in budget approval process

• Executives• Budget Process

Owner• Process Owner

Staff• Departments

4Review and Finalize Budget

• Set reports can be generated automatically. No need for manual consolidation and reporting.

• Easier to generate ad-hoc reports

• Report preparation and presentation significantly streamlined using automated features in PPS

• Reports posted to shared site

PerformancePoint Server, SQL Server, SharePoint, Excel Services, Services, InfoPath, Office Forms Server Server

• 70% of reduction in time to develop budget reports

• 30% decrease in budget reporting costs

• Executives• Budget Process

Owner• Process Owner

Staff• Departments

Courtesy KTL Solutions www.ktlsolutions.com 866-960-0001

Anticipated Benefits - FinancialID Process

PhaseImprovement Description Estimated

Revenue IncreaseEstimated Cost

DecreaseTotal Benefit

1

Initiate Budget Process

• Integrated planning/model and templates with guidance

• Data is automatically accessible and loaded

• Notification sent as per pre-defined workflow

$50,000- $50,000

2Manage Budgeting Process

• Improved visibility into process status

• Improve ability to coordinate between linked depts.

• Reduce management oversight.

$30,000 $30,000

3

Conduct top-down and bottom up analyses

• Automate data consolidation, Templates and reports are linked together enabling total and detailed views for analysis

• Reduces data gathering tasks allowing more time for analysis activities

$80,000 $80,000

4Review and Finalize Budget

• Set reports can be generated automatically. No need for manual consolidation and reporting.

• Easier to generate ad-hoc reports

- $40,000 $40,000

Total Estimated Benefits $200,000

Courtesy KTL Solutions www.ktlsolutions.com 866-960-0001

Anticipated CostsCost Area Component One-Time Costs Ongoing-Costs

Software Additional CALs $10,000 -

Hardware 2 Additional Servers $6,000 -

Training Staff and Dept Training $10,000 -

Deployment Solution roll-out and implementation $50,000 -

Other N/A - -

Total $76,000 N/A