Budget & Forecast Process Review
iwow assisted Upplands Väsby municipality in creating a more unified and efficient process for budgeting and forecasting — mapping the current state, designing a future-state proposal, developing clear requirements, and leading the evaluation of potential system solutions.
A standardised process designed for all departments, replacing fragmented Excel templates with consistent, comparable financial planning across the municipality.
Defined role descriptions for controllers, unit managers, and system administrators — clarifying individual vs. shared responsibilities throughout the budget cycle.
A clear list of requirements developed to guide system demonstrations, ensuring technology selection would support the process — not the other way around.
The municipality of Upplands Väsby faced challenges with its budget and forecast processes, which lacked a unified structure. Processes varied depending on the department, leading to personalised and complex Excel templates, difficult financial compilations, and limited comparability of information across units.
The main goal was to create a more uniform and efficient process for budgeting and forecasting across the municipality, enabling all managers to perform their tasks more quickly and accurately.
In the initial phase, current processes and IT support were mapped to analyse the present state. This served as the basis for developing a future-state proposal and evaluating potential system solutions. iwow led the effort to develop requirements for the system demonstrations that were subsequently conducted.
- Mapped current budgeting and forecasting processes across all departments
- Analysed present-state IT support and identified gaps
- Developed a future-state proposal based on key guiding principles
- Created system requirements for use in vendor demonstrations
- Proposed a status tracking mechanism to monitor progress across units
- Unified budget process designed: the process dictates the tools, not the other way around
- Standardised system for all departments, enabling consistent comparability across units
- Common guidelines established with flexibility for varying unit needs
- Clear role descriptions defined for controllers, unit managers, and system administrators
- Status tracking mechanism proposed for monitoring budget cycle progress
- Export capability requirements defined to facilitate reporting to other data tools
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