Forecaster Consulting
Many mid-sized companies are still budgeting with spreadsheet solutions, and although this may provide custom input templates there are many pitfalls that can be avoided by utilizing software designed specifically for the budgeting and forecasting process.
Our staff has over 10 years experience with Microsoft Forecaster, and have collectively completed more than a thousand implementations and trainings. MSX provides customized Microsoft Forecaster Consulting to meet your individual needs or you can select one of our more common services.
Forecaster Quickstart – the best and fastest way to ensure a successful new Forecaster implementation. Start off with a remote or onsite planning session with one of our experienced consultants who will drill into your existing budgeting process. We will identify areas of process improvement that Forecaster will facilitate and determine the best way to streamline your budgeting process. We will then work with key members of your budget administration team to implement Forecaster in the most effective manner. At the end of the quickstart, Forecaster will be implemented, your staff trained and your budget cycle ready to begin. This process typically takes between 5-10 days.
New Year Forecaster Refresher Training – the most effective way to begin a new budgeting cycle. If you are already using Forecaster, then you may need refresher training for the coming budgeting season. This service is offered both remote and onsite and may take as little as 4 hours or as many as a couple days, depending on level of complexity and involvement.
Forecaster Health Check – increase efficiency, accuracy and peace of mind. If Forecaster was implemented by a non-experienced team, or if your budgeting process is more painful than it should be, then a health check is in order. This service can be performed remotely or onsite. Our consultants will drill into your existing process and implementation and determine if best practices are in place or if there are improvements that can be made. In some cases there may by new features found in service packs that can help in this process.
Forecaster Upgrades and Migrations – upgrade from Forecaster 6.7 to 7.0, or migrate your existing implementation to a new environment. Our consulting team can perform these services in the most effective manner to reduce time, keep your existing setup and prepare for the next budget cycle.
