Engagement Budgeting Overview
Existing Systems
- HR
- Scheduling
- Business Intelligence
- Other Systems
Engagement Budgeting
Streamlined Budgets
- Standard and Ad Hoc Reporting
- Auto populate Scheduling System
- Integrate with Business Intelligence
- Integrate with Other Systems
Designed to maximize realization. Budgets can be developed using prior year’s results or standard templates. Completely automates review and approval process. System can be used in many practice areas including Assurance, Tax, Consulting, and Technology.
- Automate and standardize engagement budgeting by practice unit or department.
- Decrease time developing budgets by providing immediate access to prior year’s results and engagement templates.
- Streamline budget approval process.
- Integrates seamlessly with Scheduling and Business Intelligence systems.

