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BudgetPak
Description de BudgetPak
Idéal pour les entreprises de taille moyenne à la budgétisation décentralisée ou distribuée. Solution cloud de budgétisation, de prévision et de reporting facile à utiliser pour plusieurs utilisateurs finaux non financiers (plus de 10 personnes). Cette solution convient parfaitement aux équipes financières cherchant à améliorer la gestion des responsabilités, la précision et l'alignement du budget sur le plan stratégique. Cette puissante solution SaaS est réputée pour son taux de satisfaction client, sa simplicité d'utilisation, sa rapidité de mise en œuvre et la qualité de son service d'assistance.
Qui utilise BudgetPak ?
Organisations de taille moyenne comptant plusieurs utilisateurs finaux (plus de 10 personnes) non financiers. Idéal pour les établissements d'enseignement supérieur, les organismes à but non lucratif, les organisations confessionnelles, les associations et les services commerciaux (immobilier, assurance, technologie).
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Focused on the Budget Owner
Commentaires : Working with the XLerant team has been great. They were very patient with us in the decision process and have been very helpful in getting set up as well. Great team.
Avantages :
BudgetPak was built with the end user (Budget Holder) in mind. The budget process is a simple step by step process made so that "non-finance" people can easily put their annual plan together. Then, as the finance team, you can use that data to run forecasts and long term projections as often as you need. There are also easy Excel integrations for the finance team to use to pull data or upload data directly to the cloud database.
Inconvénients :
I haven't used the software for very long, but I am concerned about the "refresh" or initialization times. But it isn't something that would've pushed me away from the product per se as most other options I saw would require the same thing.
Easy to Use / Top-notch Support
Commentaires : Xlerant customer service and support are excellent. If any questions arise, we ask and they promptly respond. There is ongoing training offered in the form of a support site, webinars and newsletters. BudgetPak is robust and well-written. Our users are mostly non-financial people and they've found it easy to use. We made the right choice.
Avantages :
The integration was seamless. The implementation team at Xlerant was organized, responsive, and knowledgable. The product is easy to use for both our admins and end-users. The product meets all of our needs: it's fully customizable and there are are several reporting options. Forecasting, and creating several budget scenarios is important to us. BudgetPak met those requirements too.
Inconvénients :
Nothing to report here. I honestly can't think of any cons.
BudgetPak Beginner
Commentaires : I am attempting to have our College use BudgetPak in the place of budgeting with jut Excel.
Avantages :
The choice of menus allows users to work with whatever best fits them.
Inconvénients :
Terms unique to this software are not translated to the new user. If you are not the one who set up the software, the terms are undefined.
Incredibly useful for establishing dynamic & inclusive ("bottom up" budgeting process
Commentaires : Inclusive budgeting process and much enhanced ability to forecast and deliver needed reports.
Avantages :
End user experience is easy and intuitive. I especially love the ability to establish monthly budgets which provides a much greater probability for accurate year-end forecasts. The numerous ad hoc reports and MyExcel features are also dynamic and incredibly useful.
Inconvénients :
While Xlerant offers wonderful and ready customer service, we still found the installation process very time consuming and quite challenging. Also, you need a person dedicated to the continued administration of this software.
Réponse de l'équipe de XLerant
il y a 5 ans
We're glad to hear your end-user experience has been so positive! While our normal implementation process is an average of 8 weeks, on occasion the process can take longer - especially when, as in this case, we are working through supporting the development of new budgeting processes simultaneous with the new software set-up. For the majority of our clients, system administrators may spend a few hours a month to load in new data. During the budget season there is additional work in the system preparation, oversight of the budget process and approval cycles - however, administrators report significantly less time spent than with Excel-based budgeting.
Cathy's review
Commentaires : We are a large property/casualty insurance company with 23 departments. Departments are more aware of what they are spending and are looking for ways to control their costs. End users have spoken very highly and favorably of the product. They are fully engaged and more accountable with their own budgets and feel more involved in the overall budgeting process for the company.
Avantages :
BudgetPak is a cloud based software, user friendly and easy to use for the non-financial user.
Inconvénients :
As Administrators, when you make changes in your company configuration, the Validation and Initialization process can take at least 1 hour or more to run. While this is happening, no other end users are able to see or work on their budgets since system is under maintenance.
Réponse de l'équipe de XLerant
il y a 5 ans
Thanks for the kind review Catherine! We are happy to report that as of our most recent software release the NJM validation/initialization has been reduced to just ten minutes!
