CASE STUDY

MWRD PBF ImplementationClient Background

• The Metropolitan Water Reclamation District (MWRD) of Greater Chicago collects and treats wastewater for more than five million people and the industrial equivalent of another 4.5 million people in the city of Chicago and 125 suburban municipalities.

Business Challenges

• Need for consolidated and integrated budget data- Budget data was distributed across multiple systems and file servers in the form excel files/documents.

• Need for better reporting system- Need for better transparency and audit control mechanism.• Complexities in integrating legacy system with ERP System• Need for improved efficiency by automating budget retraction from planning system.• Ability to run different projection scenarios analyzing the personnel cost (salary & benefits).

Value Delivered

• More user-friendly and flexible than previous planning and budgeting software • Ability to integrate performance data into budget plans.• Mature integrated budget portal.• Custom functionalities like User Administration, Version Management, Centralized Budget Process administration,• Ability to maintain narratives for each budget request • Ability to run projection scenarios• Fully automated inter department services,• Automated budget retraction & budget adjustments • 40+ Budget planning and monitoring reports.

“The District was helped by Tech Mahindra to successfully implement a centralized integrated budget formulation, monitoring & reporting system using SAP PBF. This enhances our ability to plan, control and measure budget and performance. The implementation optimizes budgeting time as well provides an integrated approach for budgeting process, better transparency, automated reporting & audit mechanism” - Dharani Villivalam, Assistant Director of Information Technology at MWRD

CASE STUDY

FCS PBF ImplementationClient Background

The Fulton County School System is the fourth largest school system in Georgia. Approximately 95,000 students attend 100 schools in the cities of Alpharetta, Chattahoochee Hills, College Park, East Point, Fairburn, Hapeville, Johns Creek, Milton, Mountain Park, Palmetto, Roswell, Sandy Springs and Union City. The district also serves students in unincorporated Fulton County.

Project Benefits

“It is vital for Fulton County Schools to implement this system to develop and monitor our budget very closely as funding has decreased over the years.“We are very excited to collaborate with Tech Mahindra on this initiative. Tech Mahindra brings extensive experience in implementing similar budgeting systems.” audit mechanism” - Marvin Dereef, Deputy CFO at Fulton County Schools

Automated Portal Based Budgeting Platform- Streamlined, automated & integrated portal based Budgeting platform replacing spreadsheets and manual processes. This includes budgeting & revenue forecasting for General Fund, Capital Fund, Dept Relief Fund, Pension Fund, Grants, School Nutrition FundFinancial Forecasting - One major budget process enhancement is to change the current “Single Budget Year” budgeting to Multi-Year budgeting. All processes will budget out for five years (budget year plus four).Integrated School Budget Process- Centralized School Budget Development including School Earnings and School Allocations within the PBF Budget Portal.Strategic Planning- Strategic Planning (Mission, Goals, Objectives) is linked to the Budget forms to support the department budget. Ability to justify the budget requests using narratives and additional attachments.Accurate Position Budgeting- More accurate personnel expenditure projection using actual salaries and benefits instead of average values.Transparent Budget Review using Stages - Budget review process is now mapped to PBF Budget stages functionality to enable more transparency. Audit reports will be available to track the changes throughout the budget life cycle.Easy to use Budget reports- Flexible easy to use budget reports for effective budget planning, monitoring and controlling including Executive dash boards. Ability to develop excel based reports on the fly.