summit 2011. april olson program manager microsoft corporation
TRANSCRIPT
SUMMIT 2011
Microsoft Forecaster
April OlsonProgram ManagerMicrosoft Corporation
Agenda
What is Forecaster Walkthrough of the Planning Cycle with ForecasterManagement Reporter IntegrationQ & A
Microsoft Forecaster
Accurate financial budgeting, planning and forecastingPurpose built modules for modeling Revenue, Expenses, Human Resources and Capital ExpendituresEliminates spreadsheet errors resulting from bad formulas, broken links and incorrect roll-ups
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Priorities are determined and targets are set
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Department heads enter fixed costs, required budget items and assumptions
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Cost center or project owners begin budgeting
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Department heads or VPs review consolidated budget
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Finance department validates final numbers , makes final adjustments
Budget Process Map
Budget Creation/Targets Set
Template Preparation
Budget Submission
Departmental Reviews
Finance Reconciliation,
Review, and Consolidation
Final Budget Approval
Budgets approved and locked
Microsoft Forecaster Data Transfer Tool
Transfer budget data in Microsoft Forecaster to the budget tables in Microsoft Dynamics SL, Microsoft Dynamics GP, or Microsoft Dynamics AXUse Management Reporter to create reports containing both actual and budget information
Forecaster Future Directions
Forecaster SP4
V.NEXT
Usability enhancements“Better together” with Management Reporter Stronger integration with Dynamics ERP2013+
Corporate Performance Management Bloghttp://blogs.msdn.com/b/dynamicscpm/
Influence Financial Reporting and Budgeting Features!
http://Connect.Microsoft.com
Search for existing suggestions and voteEnter new suggestions
Blog with additional information
Q&A
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
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