Budget & Forecast Process Review
iwow assisted Upplands Väsby municipality in creating a more unified and efficient process for budgeting and forecasting, leading the requirements work and system evaluation that enabled all departments to plan faster and more accurately.
Standardized budgeting and forecasting across all municipal departments, replacing personalized Excel templates with a consistent, comparable approach.
Led system demonstrations and documented the needs of all stakeholder groups to enable an informed, structured tool selection across the municipality.
Defined controller, manager, and administrator responsibilities, with a status tracking mechanism to monitor progress across all departments.
Upplands Väsby municipality faced challenges with budget and forecast processes that lacked a unified structure. Processes varied by department, relying on personalized and complex Excel templates that made financial compilations difficult and limited comparability of information across the organization.
The main goal was to create a more uniform and efficient budgeting and forecasting process across the municipality. iwow mapped current processes and IT support, developed a proposal for the desired future state, evaluated potential system solutions, and led the requirements development for system demonstrations with potential vendors.
- Process-led approach established: the budget process guides the tools, not the other way around
- Standardized system recommended for all departments, ensuring comparability across units
- Common guidelines defined with flexibility for varying departmental needs
- Clear role descriptions established for controllers, unit managers, and system administrators
- Status tracking mechanism introduced to monitor progress across all units
- Export capability for budget data to other reporting tools included in requirements
Ready to Discuss Your Challenge?
Let's talk about how iwow can help your organisation achieve similar results.
Get in Touch →