Frederick County, MD Unifies and Automates the Budget Book

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Posted by Rachel Raymond

Topic(s): Success Stories, Budget Book

Frederick County Unifies All The Pieces Of The Budget Book Under A Comprehensive Solution



Project: Budget Book Automation
Organization: Frederick County, MD
Population: 271,717 (2020 Census)
Total Budgeted  Revenues: $905 million
Solution: Questica Budget Book powered by CaseWare
Budget Book: Adopted Operating & Capital Budgets
Success Story: Frederick County


The Challenge

Frederick County's, Budget Department faced a challenge common to Public Sector organizations when preparing the Budget Book. They spent countless hours gathering and reconciling pieces of their Budget Book across multiple applications. They had pieces in Questica Budget, pieces in Excel, pieces in Word, and they presented it in Adobe. To ensure confidence in the data, every change or update would require a time-consuming review.

 

"Budget Book pieces were coming from every direction,
that's what we had to solve"

Tanya Kauffman, Budget Analyst III at Frederick County Government  

The Solution

Replace Microsoft & Adobe with CaseWare and integrate it with Questica Budget. CaseWare hosts the Budget Book template and pulls balances and narratives directly from Questica. Any changes applied to the budget are made in Questica and flow straight through to all applicable locations in the book, facilitating greater confidence in the data and reducing the requirement for constant review and reconciliation. In addition, CaseWare's document management functionality allowed contributions from all parties to be stored and managed in a single location. 

The Project

F.H. Black & Company Inc. assisted the team at Frederick County to implement the solution with the FHB method.  

  1. Discovery - What are the County's wants and needs.
  2. Scope - Defining the parameters of the project.
  3. Planning - Working backward from the project goal to define a timeline and assign tasks.
  4. Configuration  - Configure the selected solution to meet the County's needs.
  5. Training - Provide training to the County's budget team in the use of their new tools.
  6. Management - Weekly meetings and communication to ensure the project stays on track.
  7. Completion - Mutual agreement that the scope of the project has been completed.
  8. Ongoing Support - FHB continues to support and work with the County to improve and refine their processes. 

The Result

The County has unified its piecemeal budget book under a single comprehensive solution resulting in increased confidence in the data and an estimated 25% reduction in the time it takes to complete budget book preparation processes.

We asked Tanya if she has anything to add about the project. Here's what she had to say...

Frederick County Snippet
 

For more on this project, read the full story

For more on this topic(s), see: Success Stories, Budget Book

Originally Posted on 17 September, 2021

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