APOGEE WORKFLOW

Integrated Operational Strategic Planning

 

 

Apogee Workflow, comprehensive, integrated strategic planning and budgeting software for educational institutions, municipal, county, and not-for-profit organizations. 
 

Partnership, equity, accountability, and ownership at the point of service. Build trust and foster a positive working environment through centralized planning. Developed as a best practice for collaborative planning and fiscal year pro forma budgeting, Apogee’s Integrated strategic planning and FY pro forma budgeting platforms align efforts both vertically (from mission to on-the-ground operations) and horizontally across departments, offices, and processes that builds relationships, aligns the organization and engages all sectors of the organization and stakeholders.

 

Execute strategy and improve performance; Achieve alignment between strategic, operational, financial initiatives and objectives. Empower people to collaborate across departments, business units, and geographic locations. Warehouse current and historical planning and budget data to support data analysis and reporting. 

 

Whether a one-year operational plan, or a multi-year strategic plan, Apogee Workflow assigns planning and budgeting accountability down, and through the spectrum of people, units and departments within the organization.

Strategic
Operational Planning

Apogee Workflow drills an organization's strategic planning goals, initiatives, and objectives down and through the organization.

 

Workflow will be seen as a best practice for strategic and operational planning. Apogee Workflow is ideally suited for planning committees, faculty and non-faculty managers and administrators and a welcomed addendum to an organization's existing strategic planning initiatives and activities.

Fiscal Year Operational Budgeting

Preparing fiscal year operating budgets can be complex, time consuming, and challenging. Streamline the budget process. Move staff beyond spreadsheet budgeting.

Apogee Workflow guides budget managers through a sequential process for review and reconciliation of pro forma operating budgets. 

Apogee Workflow will be seen as a recognizable and welcomed approach to fiscal year budgeting.

Workflow
Resource Management

Manage content and resources with complete administrative control of Apogee Workflow content on an interactive platform.  Import content directly from the source.

Create pro forma budget scenarios based on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets. 

Create and manage departments, strategic and budget managers, user profiles, and assignments.