BUDGETPAK

BETTER BUDGETING FOR REAL ESTATE COMPANIES

“With BudgetPak, users don't have to worry about the formulas, and they don't have to worry about calculations. Instead of fussing with the system, they have extra time to think about what they are actually budgeting, their reasoning and assumptions…We’ve saved approximately 20 percent in efficiency. We can consolidate faster, so we can get to the bottom line faster.” 

Hector Sanchez, CPA, Vice President of Finance, Orlando Regional REALTOR® Association

Your company doesn’t have time to waste. 

IN THE FAST-PACED, DEAL-DRIVEN WORLD OF REAL ESTATE, budgeting can feel like yet another time-consuming task on a long to-do list. Round-the-clock travel and tight deadlines make it difficult for real estate professionals to sit down at the office and crunch budget numbers…the process simply takes too much time. 

Efficient budgeting is key. 

FINANCIAL PLANNING IS ESSENTIAL for long-term viability, but if budgeting isn’t convenient and easy, your busy staff won’t be able to make it a priority. Now is the time to build a better budgeting process.

Put your budgetary methods to the test. 

Ask these important questions to gauge the efficacy of your current financial planning system: 

  • Are your employees struggling with Excel-based templates? 
  • Is it difficult to track everyone’s progress? 
  • Is your system error prone and time consuming?
  • Do you have a hard time maintaining historical data during employee turnover?
  • Is it challenging to evaluate and revise budgets throughout the year? 
  • Do you have limited transparency into the rationale behind the numbers? 
  • Are you struggling with employees’ lack of budgetary engagement, accountability, and ownership
  • Have you experienced difficulty tying the strategy to the budget?

Your budget should support your goals. BudgetPak is here to help. 

  • Replace time-consuming spreadsheets with a convenient, cloud-based system…to make budgeting easy for on-the-go employees.
  • Engage employee participation in the budget process…to increase ownership and accountability.
  • Give employees a convenient way to document supporting details…to improve communication and transparency.
  • Easily produce real-time and historical reports…to facilitate informed planning.
  • Automate tedious manual processes…to improve accuracy and gain time for analysis – plus a faster budgeting cycle.
  • Budget for department-specific and company-wide initiatives…to achieve your organization’s strategic goals. 

CASE STUDIES

ORLANDO REGIONAL REALTOR® ASSOCIATION 

Providing a convenient way for ORRA to prepare quarterly forecasts and help new committee members see the big picture...

HUNT COMPANIES

Powerful enough for Hunt Companies' advanced users and easy enough for its non-finance budget holders (who no longer dread the budgeting process)...

PUBLICATIONS

The Finance Executive's Guide to Ease-of-Use

Budgeting to Strategy and Making Budgeting Strategic

Employee Engagement as a Business Strategy 


CFO Tech Outlook Magazine: Top 10 Budgeting & Forecasting Solution Providers 2016


WEBINARS

Ease of Use: The Next Business Requirement

As a nationally-recognized expert, Craig Schiff offers his perspective on software selection, while panelists share their experiences selecting budgeting solutions to meet ease-of-use criteria.

Maximize Employee Engagement to Drive Financial Results

Jennifer Eversole, an industry expert in finance and organizational strategy, explains how finance teams can maximize employee engagement, which has been proven to drive financial results. 

CFO Panel Discussion: What is Budget Accountability?

A distinguished panel of CFOs from leading organizations discuss how they transformed budgeting into a value-added process and built a culture of budget accountability.




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Ready to learn more about BudgetPak?


XLerant provides cloud-based budgeting, forecasting, and reporting solutions designed with easy-to-use interfaces that make a complex process accessible for finance teams and budget managers alike. XLerant's software-as-a-service (SaaS) solutions serve small to mid-size enterprises that value collaborative environments as an effective way to engage employees and achieve their strategic objectives. The company's premier product, BudgetPak, has been recognized for outstanding usability, quick implementation, and exceptional support.

Engage. Empower. Achieve.

(203) 883-4380

www.XLerant.com