[English] HOW TO PROFESSIONALIZE YOUR BUDGET PLANNING WITH PLANNING SOFTWARE?

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Electronic Brain Stabilizing Collective Habits for the Advancement of Best Budgeting Practices

BUDGET PROJECTIONS – FEASIBILITY ANALYSIS – MANAGEMENT ACCOUNTING – COSTING AND PRICING – SIMULATORS

HOW TO PROFESSIONALIZE YOUR BUDGET PLANNING BY USING A PLANNING SOFTWARE: An Electronic Brain that STABILIZES COLLECTIVE HABITS

More important than mastering brilliant business techniques, it is essential to institutionalize them!

DEVELOP A NEW HABIT

The fifth “S” or Shitsuke, or sense of discipline.

A planning software acts as a true guardian of the behaviors, practices and routines to be adopted by a group of managers, in a repetitive and automatic way. This process creates a common standard of performance within the organization.

PLANNING STABILIZES COLLECTIVE HABITS

It functions as an electronic brain that stabilizes collective habits and systematically “induces” them to adopt best budgeting and decision-making practices, e.g.: “Alert that the spending limit is about to be reached”, “Prevent the generation of new purchase requisitions without funds”, “Predict from the trend that the sales projection will not be met”, “Alert the manager about possible budget overruns’” “Create scenarios & simulations for project feasibility analysis”, “Allow the creation of a participative scenario with managers”. And make important projections for the period, such as: “Profit,” “Cash,” and even “Valuation,” among others.

Although it has no free will or free will of its own, it is able to parameterize the most advanced algorithms of accounting, finance and even a bit of statistics, turning them into real digital “coaches.”

They can not only identify where the profitability of sales and decisions lies, but also apply costing methods that are fairer and more perfect than those of traditional fiscal accounting. And most impressive: with a touch of statistics, they can calculate trends, analyzing performance variations between units by standard deviation, pinpointing precisely where profits are increasing or decreasing. A true electronic brain that not only teaches, but also corrects, warns, and prevents errors, guiding a company’s best practices.

REPORTS ARE AUDITABLE AND RELIABLE

And, in my opinion, the most crucial point: to have behind it an accounting system that generates all auditable information, something that neither Excel nor BI can offer. This accounting robustness, which should be fundamental, unfortunately ends up going unnoticed by most decision-makers. After all, this detail is what really ensures reliability and security in financial decisions.

Not only does it accelerate the adoption of best practices, but it also strengthens collective decision-making capacity. Integrate all your online managers into the strategic plan by registering users and access profiles.

THE EXCEL SPREADSHEET DOES NOT DO THIS

The Excel spreadsheet does not do that. In fact, it insists on remaining sovereign within companies, but it does not provide the structuring and stabilization of corporate habits needed to ensure significant and lasting changes in budget management and decision-making.

The “Excel Masters” are talented warriors who dodge the constant dangers of minefields, performing miracles on the edge of chaos, and manage to deliver, even with the weaknesses of spreadsheets: an Income Statement, a Cash Flow and a Balance Sheet, convincing their CFO – who, let’s face it: has no other choice.

NEITHER ERP NOR BI DOES IT

In fact, even a secure system such as an ERP cannot perform this essential task, as it is limited to strictly following the rules of tax accounting.

BI is not effective for this either, as it is limited to its auditable calculation modules. But they make it easier to understand the information, thanks to their visual graphics, and they are complementary!

BUDGETING IS MORE IMPORTANT THAN ACCOUNTING

A culture of Budget Planning is essential to ensure the sustainability and growth of the company, both now and in the future. It is even more relevant than fiscal accounting, than just looking at the past. It would be wise to make it not only a priority, but a mandatory practice in companies, ensuring a constant focus on strategic objectives and decisions.

Our client portfolio includes the large and medium-sized companies in Brazil and abroad. We can state with certainty that whoever experiences the implementation of a well-designed planning software will never go back.

No wonder KASSAI has been working in this area for more than three decades and is becoming more specialized!

Learn more about this software, preferably from experts in the field – both in technology and in business.

Why?

Because for a planning software – the projection of profits, cash and valuation is calculable. And except for the sales variable – which is pure magic – and we can leave that to the wizards of the commercial area, the other variables have accounting, financial and statistical formulas.

Planning programs allow you to create scenarios and simulations: starting with the sales variable!

USE PLANNING IN YOUR NEXT BUDGET

Take this opportunity to think and rethink your next BUDGET!

Let it control your managers’ spending automatically, allowing them to visualize surprises in advance and invest more time in the noble part: creating scenarios and simulations!

Use this moment to reflect and improve your next BUDGET. Let it act as a powerful management tool, automatically charging managers to control spending, anticipate surprises and anticipate unforeseen events. In this way, you and your team will be able to focus your time and energy on the most strategic and noble part: “creating innovative scenarios and simulations that will shape the future of the company.”

Look for a company that, like Kassai: during implementation, also trains you in business concepts in the heat of emotion with the company’s own data.

Look for a company that has success stories in all segments, as they will be able to give you valuable tips from other segments!

I really hope the writing can help you!

Best regards,

CARLOS ROBERTO KASSAI

+55 11 9.9976.4848

kassai@kassai.com.br