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Apogee Workflow
Strategic Planning
Apogee Workflow. Comprehensive Operational strategic planning for k20 education, municipal, county, and not-for-profit organizations.
Partnership, equity, accountability, and ownership at the point of service. Execute strategy and improve performance. Empower people to collaborate across the organization and geographic locations. Build trust and foster a positive working environment through centralized operational 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 the organization.
Operational Planning
Whether a multi-year or one-year strategic plan, Apogee Workflow converts your strategic plan to an operational plan by drilling planning and budgeting activities and accountability down, and through the spectrum of operational units, departments, and stakeholders within the organization.
Ideally suited for educational institutions, municipal, county, and not-for-profit organizations, Apogee Workflow will help achieve alignment between strategic, operational, and financial initiatives and objectives.
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.
Administratively create pro forma budget scenarios based on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets. Then, drill pro forma budgets down to units and departments for review, approval, and budget reconciliation.
Department and unit budget managers can easily add, edit, or delete budgetary line items for review, reconciliation and supervisory review and approval of their pro forma operating budgets and will be seen as a recognizable and welcomed approach to fiscal year operational budgeting.
Apogee Resource Management
Manage content and resources with complete administrative control of Apogee Workflow content on an interactive platform.
Import content and data directly from the source. Create and manage departments, strategic and budget managers, user profiles, and assignments. Establish and manage an organization's strategic planning committee. Create and manage strategic initiatives and objectives. Assign strategic initiatives and objectives to specific people, units, or departments. Create and manage qualitative and quantitative key performance metrics and indicators. Add, edit, or delete account code categories and account codes.
Create pro forma budget scenarios based on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets. Drill pro forma budgets down to units and departments for review and budget reconciliation. Draft and distribute important organization wide announcements and alerts.
Apogee 360 Consulting
Strategic planning refers to the process of determining the direction an organization will take, establishing organizational goals and ascertaining the strategies necessary to achieve these goals overall. Organizations assess their strengths and weaknesses while gathering information on potential opportunities and threats thus helping make informed decisions on the future course of the organization, establish timelines for execution of the strategies, and identify benchmarks that will help evaluate progress. Strategic planning underlines the mission and vision of an organization and is essential to keep up in a rapidly changing business environment.
We will consult and collaborate with your stakeholders to create or update your strategic plan.
Cloud Computing
Apogee Workflow is an enterprise grade cloud application residing in Azure, Microsoft’s integrated cloud services.
Engineered with innovative technologies, intuitive workflow interfaces and clear visual design, Apogee Workflow integrates strategic and operational planning with fiscal year operational budgeting. Apogee Workflow is ideally suited for k20 education, municipal, county, and not-for-profit organizations.
Get security from the ground up, backed by a team of experts, and proactive compliance. We supply servers, software, and security. Apogee Workflow integrates with multiple ERP databases (Oracle, MS SQL, and more) and is a participant in Microsoft's Global Program Initiative.
About Us
Having worked in both corporate and public sectors for many years and most recently in higher education at the very highest levels, I have gathered a team of consultants and software engineers and developed a software application and best practice for comprehensive strategic planning. Engineered with innovative technologies, intuitive workflow interfaces and clear visual design, Apogee Workflow integrates strategic and operational planning with fiscal year operational budgeting.
Please contact me personally to schedule a live demo featuring Apogee's core workflow components, or information regarding Apogee Workflow 360.
M. Frank Billings – BS | MS | MBAManaging PartnerApogee Workflow LLChttps://www.linkedin.com/in/billingsf/
Contact Us
Please contact us to schedule a demo or for more information on how Apogee Workflow can help execute your strategy and improve performance through centralized operational strategic planning?
Hours
Monday - Friday: 9 AM - 5 PM EST
Call Us
321-339-2446 | 833-387-7540
Email Us
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