1. Tonya Walton, Orange County Streamlining the Budget Process S TREAMLINING T HE B UDGET P ROCESS U SING T ECHNOLOGY Tonya Walton, City of Raleigh 2014 Public Administration Conference

2. Overview Streamlining Process Operating/Capital Performance Measurement Meetings Stakeholder Approval Technology Options Data Collection Analysis Forecasting Document Publication

3. Step 1. Identify challenging areas. ChallengesConsider DocumentsSoliciting information from departments; Published documents Decision-MakingBenchmarking; Performance Assessment CIP ProcessProject management; Prioritization; Capital assessment DeliberationsOn-demand analysis

4. Step 2: Map the data. Who is are the stakeholders? Internal and external supporters? People 1 What are we tracking? How does the data travel? Data 2 Technology What software, hardware, and skillsets are available to us? 3 Outcomes What are we trying to produce and achieve with this process? 4

5. Step 3: Select a project. Environmental Factors 80/20 Principle Strategic Plans

6. Budgeting Technology Solutions GFOA Market Research Report (link)link –Analyzed software solutions for operating and capital budgets –Reviewed 10 Corporate Performance Management (CPM) and Relational Systems No Silver Bullet –The single, stand-alone system is rare.

7. Budgeting Technology Solutions Fiscal Health Diagnostic Tool –Center for Priority Based Budgeting (link)link –On-Demand Analysis –Budget Work Sessions ASAP Utilities –MS Excel Add-In (link)link –300+ Macro tools added to the MS Excel Ribbon

8. Conclusion Technology is not a panacea. Streamlining Process –Identify challenges, map the data and select a project. Identify Budget Technology Options –Evaluate options based on your needs, not wants. Tonya Walton Budget & Management Analyst, City of Raleigh tonya.walton@raleighnc.gov