Jackson County Water and Sewerage Authority uses OpenGov Budget Builder to plan how it will allocate resources required to serve its community.
OpenGov transformed the agency’s budget process. First, OpenGov simplified initial compiling of the previous year’s budgets and actual financials. Before OpenGov, Smith “used Excel to export the most recent income and budget-to-actual data, then create trending statistics from years past, and then create the budget from there.” This manual process took hours.
Now, because OpenGov Budget Builder integrates seamlessly with OpenGov Intelligence, a management reporting solution, Smith was able to pull the previous year’s budget and actuals in seconds. “Everything being integrated absolutely helps me manage the budget process,” Smith explains.
After compiling previous years’ data, Smith used to have to manually prepare budget worksheets for each department. She would “export the entire budget with all expense and revenue categories, manually break it out into departments, and then send department heads their budget sheets for review and modification.” Smith asked heads to return modified Excel sheets so she could merge them, but “they often returned on paper with pen marks on it, or a department manager would decide to present their budget proposal in their own way.”
With OpenGov Budget Builder, Smith no longer had to manually create sheets for each department and merge their proposals. Instead, there was one central place for the entire organization to submit proposals and supporting documents.
Smith was able to “quickly set up accounts for every department manager so they could go in and populate their own proposals.” She continues: “One of our managers was new to the process – this was his first budgeting experience ever – and he found it extremely easy to adjust his budget proposal by line item and then see the immediate impact.”