Budgeting process

The process of budgeting is a substantial exercise imposed every year on every organization. And unfortunately, it is often a nightmare for the financial team. Benefits for Bonita BPM features to streamline this recurring process.

The process of budgeting is a substantial exercise imposed every year on every organization. And unfortunately, it is often a nightmare for the financial team.
They don’t want to part with their favorite spreadsheets, so they end up:

  • browsing email looking for the most recent version of the budget
  • receiving incorrectly modified Excel files
  • forgetting some manager or other every year in the requests for budget planning
  • entering the same data over and over in different information systems

Use Bonita BPM to :

  • Automatically distribute tasks according to YOUR organization
  • Collect and consolidate budgets from all departments
  • Don’t eliminate Excel - use it efficiently
  • Connect to your existing IS to avoid duplication

Download process resources

Process template

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