How BGSF Modernized Budgeting and Forecasting with Solver


Company: BGSF
Industry: Professional Services
ERP: Microsoft Dynamics 365 Finance and Operations
Use Case: Planning (Budgeting & Forecasting), Reporting
BGSF_Case Study

“A much faster and accurate budget for all our departments and operations budgets. The reporting that is built in and integrated into the budget tool makes comparison and management much easier than our previous manual processes.”

Nycole Rosen, VP of Technology, BGSF

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From Manual Spreadsheets to Streamlined Budgeting

The Problem

BGSF managed budgeting, forecasting, and reporting manually in Excel, relying on driver-based calculations that limited how often the company could forecast and reduced visibility across its divisions.

The Solution

BGSF's Microsoft Dynamics 365 Finance and Operations implementation partner recommended Solver to handle budgeting and reporting. The team replaced manually managed spreadsheets with Solver's budgeting templates, giving end users the ability to update their own budgets directly.

The Result

Budget submissions no longer require coordinating a shared document. Each department can update its budget on its own schedule, producing more accurate, current numbers, and cutting the time BGSF spends managing budget season.