Workflow Engine Gives Managers More Control Over Budgeting Tasks

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

Professional Service
Software

适用功能

商业运营
质量保证

用例

补货预测
过程控制与优化
远程协作

服务

系统集成
软件设计与工程服务

挑战

The Finance team was manually creating, distributing, collecting, and consolidating budgeting spreadsheets from 60 users. Email overload led to issues with version control and made variance analysis exceedingly difficult. Received spreadsheets were arranged differently, and the Finance team had to manually manipulate each one to ensure they were all in the same format. The Finance team could not confirm the accuracy of received data without manually comparing spreadsheets to the data contained in the GL. It was difficult for Finance to determine the status of each task without exchanging phone calls and emails with users, which prolonged the budgeting cycle and increased the possibility that data would be lost.

关于客户

One of the leading staffing firms in Canada was manually creating, distributing, collecting, and consolidating Excel budgeting templates for 60 users across multiple regions. This process was time-consuming, error-prone, and could not give management insight into user activity or the status of the project as a whole. The company needed a more efficient and accurate way to manage its budgeting process, which led them to seek a solution that could automate and streamline these tasks.

解决方案

Vena automatically consolidates all the company’s data in a single, secure repository, eliminating the need to manually link spreadsheets or run macros. Relevant spreadsheets are automatically pre-populated with data from the repository. A powerful workflow engine allows management to assign tasks and deadlines to particular users and monitor their status in near real-time. The workflow engine gives management control over input drivers and assumptions, so they can model their unique business needs. An audit trail records all user activity and enables management to instantly roll back and view previous versions to compare differences over time. Management can set business and data validation rules, preventing users from entering data that falls above or below a certain threshold.

运营影响

Completed templates are automatically consolidated into Vena’s central data repository, eliminating issues with email overload and version control.
Central data repository creates a 'single version of the truth' that keeps the entire organization in sync.
Managers have complete insight into user activity and the overall progress of the budgeting process, and can instantly identify and correct bottlenecks to keep projects on schedule.

数量效益

Reduced manual work hours by automating the consolidation of data.
Improved data accuracy by eliminating manual data entry errors.
Enhanced project management by providing real-time insights into task status and user activity.