Business Solutions - Lawson Software Solutions and Services - Lawson Budget and Planning Version 9

Knowledge Solutions has resources that are Certified in Lawson's Budget and Planning Version 9 application. They have experience in implementing the product at multiple client sites.

About Lawson Budget and Planning Version 9

Lawson Budget and Planning Version 9 delivers a scalable, central or distributable budgeting, planning and forecasting solution. It is a web based application that allows you to create and manage a department budget. Department budgets are comprised of financial information, such as expenses and revenue and workforce information such as employees and positions.

The Lawson Budget and Planning module is fully integrated to the Lawson Back Office applications, which means that existing Lawson General Ledger and Human Resources structures are used to create budgeting and planning structures. For any portion of applications not on Lawson there is a utility within the application that's allows for easy uploading of data from Excel spreadsheets that has been dumped from legacy systems.

Lawson Budget and Planning includes eight standard reports. Running these reports requires a portion of Lawson LBI also be implemented, but the necessary components of LBI needed come with the Lawson Budget and Planning product.

Implementation Services

Knowledge Solutions can assist the client throughout the entire implementation process:

1. Planning
1. Develop Implementation Plan.
2. Assist client in identifying a cross functional budget planning team. Team needs to include members from budget, finance, payroll and functional VP level.
3. Identify how the system should drive the budget process.
4. Identify users, approvers and budget staff.
5. Identify training timeline for budget planners.
2. System Build
1. Review existing General Ledger and Human Resource Structure since it is integrated from Lawson back office to assure it is the structure to be used for budgeting. Knowledge Solutions can assist to update current structure or create needed budget structure.
2. Work with client to build administrative elements of the application.
3. Identify any uses for Custom Modeling functionality.
4. Work with client to build approval process and budget approvers.
5. Develop requirements for Workforce budgeting, such as at what level does the organization budget labor, does organization budget by employee, job code or position.
6. Review which pay codes within payroll organization wishes to budget to.
7. Determine how much financial history is to be loaded into Lawson Budget and Planning application.
8. Develop Conference Room Pilot scripts and oversee clients execution of CRP and assist in documenting issues and concerns.
3. Go Live
1. Work with Implementation team to develop a training plan for end users/budget planners. This includes building an agenda as well as determining how and when training is to be executed.
2. Develop system test plan for Go or No Go decision.
3. Oversee execution of system test plan.
4. Assist Client with Production build and integration as well as validation of back office connectivity.
5. Go Live Support once system is cutover.

Most importantly, Knowledge Solutions Certified Lawson team will be there as you go forward to support your needs.

For more information, see our webinar: Lawson Budgeting and Planning, Montgomery County & Knowledge Solutions

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