Budget Monitoring

Information workers often find it difficult to gain insight into their budget information. They frequently track budgets via separate spreadsheets and, lacking access to enterprise systems, either work with out-of-date printed reports or wait for the financial department to provide information from the enterprise resource planning (ERP) system. Without timely budget information, budget owners rely on outdated information resulting in poor decisions and possibly budget overruns.

Duet budget monitoring provides a wealth of tools and information for tracking, analyzing, and acting on individual and group budgeting data all from within Microsoft Office. Users can receive reports from SAP ERP in their Outlook Inbox, enabling better budget monitoring through proactive alerts to time-critical information. Duet enables users to schedule regular reports or submit ad hoc report requests. All reports are available for offline use, yet users can still drill into the analytic and source data as well as distribute reports to other individuals. Budget owners can use Duet to set and receive alerts and notifications in their Outlook Inbox – for example a notification that a budget limited as been exceeded. Once the alert has been received, the user can then request a budget transfer or a posting adjustment.