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The material introduces Solver as an extended financial and analysis xFP&A tool, then outlines the agenda from understanding Solver, to planning templates, workflows and input flow, and hands-on use of planning templates to support structured budgeting processes.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/budgeting-how-to-collaborate-plan-with-solver-august-27-2024/240062/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/budgeting-how-to-collaborate-plan-with-solver-august-27-2024/240062.png","ImageObject",442,249,{"name":88,"@type":89},"Cart","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-29","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does the presentation aim to cover about budgeting and forecasting?","Question",{"text":109,"@type":110},"It discusses how budgeting and forecasting across the organization can be managed, how templates can be designed and used, and how Solver reporting and planning combine to produce reports with actual and plan data.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How is Solver described in the material?",{"text":114,"@type":110},"Solver is described as an extended financial and analysis tool, also referred to as xFP&A.",{"name":116,"@type":107,"acceptedAnswer":117},"What topics are included in the agenda besides the Solver overview?",{"text":118,"@type":110},"The agenda includes planning templates, workflows and input flow, and using planning templates as part of the overall process for collaborating and planning with Solver.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},240062,1791746970,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},18829141979164,"https://eur-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Budgeting: How to Collaborate & Plan With Solver  \nAugust 27, 2024  \nGlobal Presence  \nTop 10  \nGlobal Network*  \n100+  \nCombined Countries & Territories  \n1,800+  \nCombined Partners  \n$5bn  \nCombined  \nRevenue (2023)  \n400+  \nCombined Offices & Locations  \n40,000+  \nCombined Employees  \n* Source: IAB World Network rankings, based on most recent rankings 2023 revenues: FORVIS $1 .7bn (€1 .6bn), Mazars (expected) $3bn (€2 .8bn)  \nForvis Mazars is the brand name for the Forvis Mazars Global network (Forvis Mazars Global Limited) and its two independent members: Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.  \nAs of June 1, 2024  \n© 2024 Forvis Mazars, LLP. All rights reserved.  \nBusiness Technology Services  \nForvis Mazars provides enterprise resource planning (ERP) & customer relationship management (CRM) platform analysis, design, implementation, upgrade, training, & support services.  \nOur end-to-end solutions help clients achieve their digital transformation goals by:  \n• Creating effective processes & strategies for future operations  \n• Designing & implementing modern operational systems  \n• Reviewing new business-facing technologies  \n• Leveraging existing investments in legacy technologies  \n• Integrating data solutions  \n© 2024 Forvis Mazars, LLP. All rights reserved.  \nBusiness Technology Services  \n\n| \u003Cbr> ERP |\n| --- |\n|  Microsoft Dynamics 365 |\n| Finance |\n| Supply Chain |\n| Commerce |\n| Business Central |\n| Dynamics GP |\n|  NetSuite |\n|  Sage & Sage Intacct |\n\n\n| \u003Cbr> CRM |\n| --- |\n|  Microsoft Dynamics 365 |\n| Sales |\n| Service |\n| Marketing |\n|  Salesforce |\n|  Marketing Automation |\n\n\n| \u003Cbr> Advanced Technology |\n| --- |\n| Insights |\n| Microsoft Power BI |\n| Solver Planning & Analysis |\n| Automation |\n| Microsoft Power Platform |\n| Robotic Process Automation (RPA) |\n| App Development |\n\n  Managed Services for business applications, IT, & cyber support.   \n© 2024 Forvis Mazars, LLP. All rights reserved.   \nToday’s Presenter  \nBusiness Technology Services  \n“Our team is focused on delivering an Unmatched Client Experience® onevery engagement.”  \n– Chad Back, Partner  \nCharles Allen  \nSenior Manager  \n[charles.allen@us.forvismazars.com](charles.allen@us.forvismazars.com)  \n© 2024 Forvis Mazars, LLP. All rights reserved.  \nBudgeting: How to Collaborate & Plan With Solver  \nAugust 27, 2024  \nObjectives  \n1. Discuss how budgeting & forecasting across the organization can be managed  \n2. Identify how templates can be designed & used  \n3. Explain how Solver reporting & planning are used together to generate reports with actual & plan data  \nHow to Collaborate & Plan With Solver  \n© 2024 Forvis Mazars, LLP. All rights reserved.  \nAgenda  \n~~01 ~~  ~~02 ~~ ~~03 ~~  ~~04 ~~   \nWhat Is Solver?  \nPlanning Templates  \nWorkflows & Input Flow  \nUsing Planning Templates  \nHow to Collaborate & Plan With Solver  \n© 2024 Forvis Mazars, LLP. All rights reserved.  \n01  \nWhat Is Solver?  \nSolver is an extended financial & analysis, or xFP&A, tool.  \nplanning  \nWhat Is the Solver Solution?  \nA Brief Introduction  \n\n|  |  |  |\n| --- | --- | --- |\n|  | \u003Cbr>xFP&A Solution |  |\n|  |  |  |\n\n\n|  |  |  |\n| --- | --- | --- |\n|  | \u003Cbr>Reporting & Planning |  |\n|  |  |  |\n\n\n|  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- |\n|  | \u003Cbr>Excel-Driven Template Design |  |  |  | \u003Cbr>Connectors to Many Financial & Non-Financia Data Sources | l |\n|  |  |  |  |  |  |  |\n\nHow to Collaborate & Plan With Solver  \n© 2024 Forvis Mazars, LLP. All rights reserved.","cbCaii2SpWHIXbAd","https://ap.wps.com/l/cbCaii2SpWHIXbAd","pdf",2990719,37,"English","# Objectives\n# Agenda\n## What Is Solver?\n## Planning Templates\n## Workflows & Input Flow\n## Using Planning Templates\n## How to Collaborate & Plan With Solver","[{\"question\":\"What does the presentation aim to cover about budgeting and forecasting?\",\"answer\":\"It discusses how budgeting and forecasting across the organization can be managed, how templates can be designed and used, and how Solver reporting and planning combine to produce reports with actual and plan data.\"},{\"question\":\"How is Solver described in the material?\",\"answer\":\"Solver is described as an extended financial and analysis tool, also referred to as xFP\\u0026A.\"},{\"question\":\"What topics are included in the agenda besides the Solver overview?\",\"answer\":\"The agenda includes planning templates, workflows and input flow, and using planning templates as part of the overall process for collaborating and planning with Solver.\"}]","Budgeting - How to Collaborate & Plan With Solver - August 27, 2024 | PDF",1789156844,13]