Automating Multi-Year Budget Workflows at Scale

Enhanced core budgeting and financial systems with scalable components, automated workflows, and improved data accuracy to support multi-fiscal-year budget management at regional and site levels.

Manual budget processes, aging inter-system communications, and scaling bottlenecks were slowing a city agency's finance operations during peak periods. RCI delivered sprint-based system enhancements that automated multi-year budget workflows, improved data accuracy, and gave regional and site-level teams real-time visibility into approvals and monitoring.

Core financial system processing speed improved at peak

Multi-year budget approval workflows automated

Regional & site-level budget monitoring enhanced

Inter-system communications modernized

The Situation

A major city agency's budgeting and financial systems required enhancements to keep pace with evolving business needs. The systems struggled with processing timelines during peak periods, relied on aging inter-system communication methods, and lacked the scalability needed for multi-fiscal-year budget management across regions and field sites.

Data accuracy issues and limited workflow automation created manual burdens for finance teams managing budgets at both macro and site-level.

What We Did

RCI delivered technical enhancements through sprint-based development alongside ongoing production support. The team developed components enabling rapid scalability for peak performance periods, implemented workflows to automate business policies across multiple fiscal years, and built functionalities to improve budget monitoring and approval at regional and site levels.

The engagement also included data cleaning processes to improve accuracy, modernization of inter-system communications, and continuous production support ensuring service excellence and proactive issue resolution.

The Impact

  • Improved processing timelines within core financial systems during peak budget periods.
  • Automated workflows supporting business policies and budget approvals across multiple fiscal years.
  • Enhanced monitoring and approval capabilities at both regional and site levels.
  • Modernized inter-system communications between financial systems and dependent platforms.

Disclosure: Certain technical details and timeline elements are summarized to protect client security posture and confidentiality requirements.

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