EASE-OF-USE IN BUDGETING SOFTWARE SELECTION 

FOR FINANCE & LEADERSHIP TEAMS 

“If the user can’t use it, it doesn’t work.” 

Susan Dray Ph.D., President of Dray & Associates, Inc. and a leader in usability, human factors & human-computer interaction  

Our Philosophy

AT XLERANT, we’ve seen firsthand the benefits of an engaged workforce…and the impact of technology designed to make complicated tasks easier and more enjoyable.

WHEN BUDGETING SOFTWARE is intuitive and pleasant to use, it's easy to engage budget holders in the process, to increase ownership and accuracy – and to achieve a budgetary plan that aligns fiscal resources with strategic objectives. 

PUBLICATIONS ON EASE-OF-USE

The Finance Executive’s Guide to Ease-of-Use

Learn about one of the most important (yet often overlooked) criteria in software selection: Ease-of-Use. 

Business Officer Magazine: Self-Service Budgeting 

At Drew University, a new software application offers easy-to-use options for deans and department heads to calculate their budgets. 

5 Winning Strategies for Multi-Participant Budgeting 

Ease-of-Use is one of the key strategies for successful budgeting with any number of participants… 

Graduating from Excel to Purpose-Built Software 

Learn how two colleges made the journey from frustrating spreadsheet-based budgeting to an easy-to-use purpose-built solution. 

CFO Tech Outlook Magazine 

Ease-of-Use was an important factor in XLerant’s recognition by CFO Tech Outlook magazine as one of the “Top 10 Budgeting and Forecasting Solution Providers 2016.”  


Top Priority: Ease-of-Use 

10 Important Criteria in Budgeting Software Selection 

  • An engaging user interface 
  • Geared for a range of users 
  • Easy to learn 
  • Choices presented clearly & understandably 
  • Designed to prevent incorrect/invalid actions 
  • Complexities are kept below the surface (and easily accessed when required) 
  • An efficient process with accurate results 
  • A reliable and stable solution 
  • Self-service features for administrators and end users 
  • Cloud-based convenience 



CASE STUDIES ON EASE-OF-USE


Brotherhood Mutual Insurance Company’s new budgeting system has greatly improved user experience... 


Ease-of-use became one of the deciding factors in Palm Beach Atlantic’s purchase decision...

Benefits of an Easy-to-Use Budgeting Solution 

  • Better Thinking = Better Budgets 
  • Increased Ownership of the Outcome 
  • Honest Data 
  • Time Savings & Reduced Frustration  
  • High Value for Dollars Invested 



Industry Tested. Industry Approved. 

The BPM Pulse Survey recognizes XLerant’s BudgetPak software as an ideal solution for mid-sized organizations seeking a more effective and collaborative alternative to spreadsheet-based budgeting. Read the press release.

  • Perfect 5-out-of-5 score in Ease-of-Use
  • Overall Customer Satisfaction score of 4.91
  • 4.73 score for Financial Self-Sufficiency 


"Not only is Ease-of-Use a top priority for finance teams in the software selection process; it is also critical to the ultimate success of any BPM system. XLerant’s solution is unique – and highly effective – at guiding users through the budgeting process, and you see that reflected in the top scores they have received year after year in Ease-of-Use and Customer Satisfaction.”

Craig Schiff, President and CEO of BPM Partners 

We designed BudgetPak to fill the need for a budgeting, forecasting, and reporting solution that is easy to learn & easy to use. 



WEBINARS ON EASE-OF-USE

Ease of Use – The Next Business Requirement 

As a nationally-recognized expert and President and CEO of BPM Partners, Craig Schiff offers his perspective on software selection, while panelists discuss the real-world impact (and ROI) of Ease-of-Use in purchase consideration, implementation, roll-out, and engagement. 

Achieving Pain-Free Budgeting & Forecasting 

Hunting down spreadsheets and managing version control & consolidation with little time left for critical analysis…does this sound like your process? Budgeting doesn’t have to be painful. There is an easier way… 

Avoid Ease-of-Use Blind Spots: 

  • Implementation: How much time & effort? Is it outsourced or in-house? 
  • Training: Think about time, quality, and ease of transition to new staff. 
  • Maintenance: Is it self-service, quick, and easy to make changes? 
  • Help & Support: Look for quality documentation, a help desk, and live support. 

BLOG POSTS ON EASE-OF-USE

Why the CTO Should Care About the Budgeting Application 

While CTO’s have always been very busy people, these days the job is even more taxing with constantly evolving software, technology platforms, and now the introduction of cloud computing. That said, there is one application area that has slipped outside the boundaries of the CTO sphere of influence… 

How Your Budgeting Process Can Help You Engage (And Keep) Your Employees 

Replacing lost talent is a challenge…to say the least. It costs employers and managers an extraordinary amount of time, resources, and energy when an employee jumps ship. We’re talking lost productivity, overworked remaining staff, lower overall morale, and lost knowledge – plus recruiting, interviewing, and training costs… 

Ready to learn how easy budgeting can be with BudgetPak?


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XLerant provides cloud-based budgeting, forecasting, and reporting solutions designed with easy-to-use interfaces that make a complex process accessible for finance teams and budget managers alike. XLerant's software-as-a-service (SaaS) solutions serve small to mid-size enterprises that value collaborative environments as an effective way to engage employees and achieve their strategic objectives. The company's premier product, BudgetPak, has been recognized for outstanding usability, quick implementation, and exceptional support.

Engage. Empower. Achieve.

(203) 883-4380

www.XLerant.com