Transform Your Budgeting with Acterys Workflow Management | Acterys Use Case
Managing budgeting processes efficiently is crucial. Acterys steps in with its advanced workflow management system ensuring role-based access, status tracking and a flexible framework for budget windows.
How Acterys Transforms Workflow Management:
1. Clear Status Tracking: Every budgeting stage is clearly marked with status updates, providing a transparent view of progress. Planners can mark budgets as "in progress," make necessary adjustments, and then submit them for review. Managers can subsequently reject or accept the budget, ensuring a thorough review process.
2. Secure Role-Based Access: Managers review submitted budgets, approving or sending them back for further adjustments. Approved budgets are locked, ensuring security and control, while rejected ones allow planners to refine and resubmit. This process maintains data integrity and secure access.
3. Dynamic Window Management: Acterys offers a flexible framework for setting budget windows, ensuring changes happen within predefined periods. This dynamic window management approach ensures budgets are handled efficiently, aligning with organizational objectives.
4. 📣 Integrated Notifications: Acterys integrates seamlessly with Power Automate and Power BI, ensuring timely notifications for submissions and approvals. This keeps the entire team informed and aligned, fostering better collaboration and efficiency.
Acterys enhances budget transparency, secures sensitive data, and ensures everyone stays informed. Streamline your budgeting process and drive strategic alignment with Acterys today.
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