Financial Budgeting and Forecasting Software
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
An organization in Alberta is seeking to procure a scalable, user-friendly financial budgeting and forecasting software solution to replace its existing enterprise performance management (EPM) planning software. The desired solution should offer robust capabilities, including support for flexible workflows such as parallel and ad-hoc approval processes, as well as a user-friendly interface for deploying workflows tailored to specific functions.
Key requirements include the ability to build custom transfer workflows that allow senders to cancel transfers before acceptance, workflow functionality to manage license/access/permission requests and approvals, and real-time status tracking for assigned workflow items. The system should also facilitate user tagging within comments or workflows with automated notifications, and provide features for tracking and highlighting changes between versions within the user interface. Additionally, central workflow administration functions are required, enabling administrators to manage workflows on behalf of users.
Vendors interested in responding to this opportunity should ensure their software solution meets these requirements to enhance budgeting and forecasting operational efficiency.