preloader

Budget Playbook

Aligning the daily activities to the budget and monitoring using numbers and graphics – playbook to reach the goal.

Solution Overview

It enables users to create plans on a short-term and rotating basis.

It enables users to freeze and store old plans for reference.

It enables users to create/maintain users and teams who are in charge of executing the plans.

It enables users to add and track Objectives and quantify the same for fulfilling the Strategy/Budget.

It enables users to add and track Actions and quantify the same for fulfilling the Objectives.

It enables the app to remind / email users for their upcoming objectives and actions.

It monitors the performance of the users in reference to the targets set for them.

It enables users to benchmark, monitor, and track results in a dashboard.

Challenges / Business Problems

Build product with features like

  • Add the ability to freeze old plans.

  • Add the ability to give periodic reminders to clients to update plans annually.

  • Build a contemporary dashboard.

  • Generate various reports with a facility to export to PDF.

User Overview

Region

USA

Industry

Banking

Project Overview

Schedule

2-4 weeks Sprint – iterative method

Team Size: 3

Technology

Dev Tools

  • MS Visual Studio 2013

  • MS SQL Server 2014

  • .NET Framework 2.0 & 4.5

X