Challenge
Our client’s inability to accurately reflect the complex and multi-step service company allocation rules in their 10-year budget made them vulnerable to regulatory scrutiny. Their previous process lacked transparency and, even when systematized, took way too long to run.
Solution
- UI Solutions Group's Allocation Integration Framework read in their exact allocation rules from their general ledger.
- The In-Memory Rules Engine processed the 120 monthly budget periods in real-time, exactly emulating the actual-period allocations processed by the GL.
- The powerful Pivot Reporting tool provided drillable results, making the allocation process clear and transparent.
Impact
With full transparency provided to target organizations, management was able to achieve their defendable and efficiently-produced 10-year fully allocated budget.
