Multi-year planning Operational, capital, and revenue Multiple scenarios Workflow process model Editing in Microsoft ® Excel ® Aggregation and allocation Integration to general ledger, human resources, fixed assets Dimension integration Traceability of amounts Workflow enabled Service enabled Transfer policies Budget hierarchy Control expenditure cycle Rule based Budget funds available Extensible framework

Define the process Examine historical trend Make adjustments

Flexible calendar integration What if planning scenarios Smart Excel templates

Define company targets Define department targets Transfer to budget register

Integration with general ledger Process orchestration through workflow Allocations by dimensions and periods

Check available budget Enter planned expenditures Handling variances

Control expenditures Enter planned expenditures Handling variances

Copy from budget plans Analyze trend data Handling variances

Flexible input selection Use Microsoft Excel to analyze the variences Update forecast

User front end Microsoft ® Excel ® Microsoft Dynamics AX client Microsoft Dynamics AX Enterprise Portal Smart templates Ease of use and faster adoption Central database No more version control nightmare Workflow to manage process Integrated Financials, human resources, and fixed assets Budget control on selected transactions Reporting Role centers and reports Budget planning cube Integrated reporting with Microsoft ® Management Reporter