Financial suite > Forecast > Website
A team website for collaboration during the preparation or update of the forecast
The website offers the structure for a best practice forecast process. It offers version control, audit trail, document. The unique coding system (structured storage) supports collaboration between and over all departments involved. You can imagine how easy documents can be tracked and traced.
Single point upload
All libraries are designed to contain all information on a central place (single point upload). The planning and control library contains 50 different document types as: fixed assets, intercompany reconciliation, reports etc. The other libraries representing the collaboration between the planning and control department and other departments that use the same document types.
The tasks in MY Dashboard are completely in sync with the libraries, resulting in quality assurance for all documents.
How to deploy SharePoint as the best forecast collaboration solution for all departments and companies enabling project management for your forecast?
• Frequency of use : 4 * per year
• Deploy ability: privately held company, subsidiary or holding
company
• Solution: Forecast website, containing a forecast workspace
and forecast tasks
• We recommend the use of our forecast task list for optimal efficiency.
Additional information
Compare the purchase costs with your cost of making or outsourcing.
• Internal development time:
- Experienced
SharePoint user skilled in forecast updates: approx 120 hrs
- Novice SharePoint user
:approx 200+ hours.
Based on this information, you can make up your mind
Payback time for this product: some weeks.
Contents of the website
The use of shared folders and shared folders on the network drives has been replaced by the central library for planning and control. This is a place where you can file all forecast documents on one place. You only have to select the metadata and the period and from that moment on you can be in control and find your documents the easy way.
These are the options for the website.
• The website structure follows the forecasting process.
• The website can easily be upgraded with our product for
forecasting tasks.
• All tasks from our Financial suite are coded in sync with the
coding for storage in the libraries.
• The website enables project management support for the forecast
period with Gantt charts etc.
• Announcement of the first upcoming due date on the home page (see
our demo).
• Shared library for documents related to 12 periods
forecast.
• Shared libraries for documents delivered by other
departments.
• All libraries use document and version control, are secured and
facilitate the use of unique documents.
•15 different views for easy finding your documents.
• View for consolidation documents.
• Views for group reporting documents sent and received.
• Views for forecasts per period are supported.
Standard functionality for this website:
- Structured storage©: unique coding system for all documents and tasks based om B/S, P and L etc, Excel, Word, Powerpoint etc.
- Single point upload©: all documents can be uploaded in central libraries
- Many predefined views on the libraries facilitate easy finding
- Intercompany documents are shown in separate tabs
- Catered for the generic forecast task list
Synopsis
Please visit our demo website to experience the look and feel of
the forecast website. It tells you more than many screen dumps.
The forecast is catered for the use of the forecast tasks product from the Financial suite©. The task lists have the same logical order as all other task lists and libraries, starting with the Balance sheet followed by the profit and loss account, cash flow calculations and tax. Over 65 tasks are predefined as structured tasks©. Adapting these tasks will give you a head start for your forecasts.