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Apogee Workflow

Comprehensive, integrated 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. 

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Operational Planning

Multi-year or one year strategic plan, Apogee Workflow converts your strategic plan to an operational plan.

Operational planning. Turn your strategic plan into a clear, actionable roadmap. Create detailed, actionable plans that translate a strategic plan into specific weekly, or sometimes even daily tasks.Drill 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.

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Operational Budgeting

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

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.

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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.

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Apogee 360 

Consulting with and in collaboration with your stakeholders we will create or update your strategic planning processes and activities.

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.

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Cloud Computing

Azure, Microsoft's highly effective cloud platform.

Apogee Workflow resides in Azure. Leverage the power of security, accessibility, and collaboration leading to increased efficiency and productivity. Get security from the ground up, backed by a team of experts, and proactive compliance. We supply servers, software, and security. With unmatched scalability and flexibility, Apogee Workflow integrates with multiple ERP databases (Oracle, MS SQL, and more).
Apogee Workflow, LLC. is an active participant in Microsoft's Global Program Initiative.

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About Us

Apogee Workflow, a best practice for strategic and operational Planning. 

Having worked in both corporate and public sectors for many years and most recently in higher education at the very highest levels, I've taken my experience, gathered a team of partners and software engineers, and developed a software application and best practice for strategic planning and fiscal pro forma budgeting. Apogee Workflow, our Flagship application, integrates strategic and operational planning with an organization's pro forma budgeting activities. Apogee Workflow was engineered with innovative technologies, intuitive workflow interfaces, clear visual design, and is ideally suited for k20 education, municipal, county, and not-for-profit organizations.
Please contact me to schedule a live, interactive demo featuring Apogee Workflow, or further information regarding Apogee 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? 

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HoursMonday - Friday: 9 AM - 5 PM ESTCall Us321-339-2446 | 833-387-7540Email Usmoc.tfosorcimno.wolfkroweegopa%40sgnillibf


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