Budget Playbook
Client Overview
Budget Playbook - Aligning the daily activities to the budget and monitoring using numbers and graphics – playbook to reach the goal.
Challenges / Business Problems
Build product with features like
Add the ability to freeze old plans.
Build a contemporary dashboard.
Add the ability to give periodic reminders to clients to update plans annually.
Generate various reports with a facility to export to PDF.
Soluion 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.
Project Overview
Schedule
2-4 weeks Sprint – iterative method
Agile iterative development cycle
Team Size
3 Experts
Developers, Analysts & QA Engineers
User Overview
Region
USA
Industry
Finance – Banking
Technologies
MS Visual Studio 2013
MS SQL Server 2014
.NET Framework 2.0 & 4.5
NET 4.5
HTML
CSS
Bootstrap
JavaScript