Automating A Budgeting Process with A Workflow Engine Leads to Trustworthy Results
公司规模
Large Corporate
地区
- America
国家
- Canada
产品
- Vena
- Microsoft Excel
技术栈
- Workflow Engine
- Data Repository
- GL Integration
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
- Customer Satisfaction
技术
- 功能应用 - 企业资源规划系统 (ERP)
- 分析与建模 - 预测分析
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- 公用事业
- Professional Service
适用功能
- 商业运营
- 质量保证
用例
- 过程控制与优化
- 质量预测分析
- 远程协作
服务
- 系统集成
- 软件设计与工程服务
关于客户
One of Canada’s leading water services companies was manually creating, distributing, collecting, and consolidating hundreds of spreadsheets from dozens of departments for budgeting purposes. The company faced significant challenges in tracking user activity and the status of each task in the workflow without communicating with multiple contributors via emails and phone calls. This manual process was time-consuming and prone to errors, impacting the accuracy and timeliness of their budgeting process. The company sought a solution to automate and streamline their budgeting process, ensuring data accuracy and visibility while reducing the reliance on manual processes.
挑战
Finance managers were facing significant challenges with version control and email overload due to the manual process of sending and receiving hundreds of budgeting spreadsheets across multiple departments. They struggled to determine the status of tasks in the workflow without constant communication via emails and phone calls, making it difficult to ensure projects stayed on schedule. Additionally, new information had to be manually consolidated into templates, and the use of uncontrolled spreadsheets allowed any user to change formulas or data, potentially impacting the accuracy of the budget.
解决方案
Vena provided a comprehensive solution that seamlessly synced with the client’s GL and supported their complex business rules. Vena stored the client’s most up-to-date data in a single repository, automatically updating linked Excel templates when changes were made. The powerful workflow engine enabled managers to assign tasks and deadlines to specific users and view the progress of each task in near real-time. Detailed audit trails date-, time-, and user-stamped all changes to spreadsheets, and managers could set business rules to prevent unauthorized data entries. The drill-through feature allowed managers to itemize data sets and enter new data at any time, while Vena automatically made FTE calculations based on user input.
运营影响
数量效益
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