In Black & White

City of Dubuque

Rachel Raymond
Success Stories
minute(s)Simpler, faster, better budgets: On the right track with the City of Dubuque Project: Budget Book Automation City: Dubuque, Iowa Population: 58,877 (2023) Platform: Workiva The Scene Chief Financial Officer Jenny Larson has been with the City of Dubuque, Iowa, for 18 years. For much of that time, she served as director of the city’s budget department. Recently, she was asked to take over the finance department, which left the budget team short on staff and experience. “The budget staff has been built to accommodate my move,” said Jenny. “Two budget analysts came on board in 2022, and Laura (Laura Bendorf, Budget Manager) came on board in 2023,” she said. By late 2024, Jenny was still devoting part of her time to guiding the newly formed budget team. As she brought the City’s new hires up to speed, Jenny quickly realized that the team needed both a new approach for data storage and an improved process for budget book preparation. FHB conducted a Workiva Health Check for the City, evaluating their use of the Workiva platform and identifying ways to improve or expand it. Up until that point, they had been using the platform for report writing but had not tapped into its functionality as a single source of data. Their existing process involved using Workiva Sync to sync data from different Excel workbooks into their Revenue Consolidator and Expense Coordinator spreadsheets. Data visibility was poor, and their review process disjointed. As a result of the Health Check, the Dubuque team enlisted the help of FHB to meet a series of goals: Make Workiva the central repository for budget report data Replace existing synced sheets with sheets connected to the database Increase automation of budget book production Develop an accessible, repeatable process Prevent breakage of any existing links Use the same data sets to power multiple documents, presentations, and reports, including the ACFR Standardize styles across documents Set up and configure dashboards for data validation and collection The Results As part of the improvement process, FHB used keystones to calculate the numbers in the City’s report, instead of variable, complex formulas. So, when they’re reconciling or reviewing their numbers, it’s easier to identify issues; they can clearly see which segments make up each number. “That is really going to be a time savings,” said Laura. “It’s a lot more intuitive to just see it,” she added. Before the implementation, in the case of a discrepancy, they had to go back to individual departments to investigate its origin. How It Went “The implementation was smooth, it was fast—which was a very good thing. FHB kept me going and kept me on track. In the weekly meetings, there was always something to cover. I appreciated that kind of general check-in. We were always on the same page with FHB,” said Laura. Jenny compared her experience with FHB to a recent ERP implementation, which took four years to complete. The ERP project was initially led by a software consultant with no accounting knowledge. “We had to fire her...and we had to fire a project manager...we went through several implementation consultants and at least two project managers,” she said. In comparison, “working with FHB was hands-down a great experience,” she added. The Dubuque team was quick to praise FHB Principal Consultant Faith Olanipekun, CPA, who led the implementation. “Faith was very responsive. And I really enjoyed the energy and positivity she brought to the meetings. She really kept the project going forward,” said Jenny. Technical Consultant Myra Rogers also stood out as a key FHB team member. “It was helpful that she had a government background, because she understood,” said Jenny. “She was really knowledgeable,” added Laura. The Dubuque team is convinced that the project would not have been as successful without the help of FHB. “I think my five years in finance have taught me that we just don't have the staff capacity required,” said Jenny. “Even if we had the time...FHB's knowledge base made it so much faster,” added Laura What's Next Jenny and team are looking forward to reaping the full benefits of Workiva during their upcoming budget process for fiscal year 2026. "Using Workiva definitely has streamlined the process. I can only imagine it will get better once we're able to use everything that F.H. Black has done,” she said. The City has a few more FHB-led projects in the works, including organizing their documents, relinking the formulas in their spreadsheets, automating department budget forms, and linking their operating form to their all-expense consolidator. Update Six months after FHB spoke with Jenny and Laura about their Workiva database implementation, we checked in for an update on their subsequent initiatives. Jenny found that completing projects incrementally worked well for her team. “Doing progressive projects really helped. As we did each project, there was less and less involvement from our side, until the final project just went so quickly.” “There was a lot of work on the FHB side, but limited interaction from our side, because Faith and the team knew our structure so well and how the files work. It was really impressive. I don’t think we could’ve asked for a better outcome.” –Jenny Larson With FHB leading their projects, the City’s team was able to focus on other essential duties. "We only have three full-time staff, so quite honestly, I don't know when or if we would have gotten to the projects that FHB did. I just don't think it would have been possible. It allowed our staff to focus on budget amendments, annual budget department training, and now we're into the next budget cycle,” said Jenny. Not only were the projects managed adeptly, but they were also finished, “way before” deadline. “FHB just way exceeded our expectations,” said Jenny. “Nothing was overlooked.” © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

With the help of FHB, the City of Dubuque simplified their budget book process, saving their team hours of time per week over several weeks.

City of Knoxville

Rachel Raymond
Success Stories
minute(s)City of Knoxville Reduces Budget Book Workload by 50% Project: Budget Book Automation Organization: City of Knoxville Population: 192,648 (2021) Solution: Workiva The Scenario & Solution The finance team at the City of Knoxville, Tennessee was spreadsheet-weary. They wanted a collaborative tool and a streamlined approach for creating their annual budget book. So, they engaged Workiva and FHB to automate the process. The Outcome Kittrin Smith, Deputy Director of Finance for the city, said she and her team were “very happy” with the project’s implementation and outcome. She estimates that the new solution has eliminated, “… at least 50 percent of our work on the production of the book." She added, “... that was always a heavy lift that multiple analysts had to work on. So, I definitely feel it was worth the time and money that we spent. [It’s a] very valuable asset … that we will continue to use every year.” “I feel like we’ve come out of the dark ages.” –Kittrin Smith, Deputy Director of Finance, City of Knoxville Since Workiva is cloud-based, many users can now work on the city’s budget simultaneously. And it’s database-driven, so instead of the staff spending countless hours manipulating data in multiple spreadsheets, the data flows in and is mapped all the way up to the budget book. “The ability to get more real-time data without having to start from ground zero again,” has made the team’s lift significantly lighter. In addition, Workiva’s advanced publishing capabilities make formatting easy, eliminating the need to manually modify the table of contents, page numbers, margins, fonts, and the like. "So, the software was a great help, it was a success. Everyone here on our side, all the way through the administration [and] mayor liked it.” What's Next? Kittrin will work with FHB support to continually refine and enhance the solution. She is considering expanding its use to prepare mid-year and other reports. “We already have a few things that we want to tweak going forward.” Throughout the budget book project’s implementation, the city was short-staffed, relying on an outside consultant to lead the process. Kittrin is hopeful that they will soon be able to hire a dedicated staff member to manage future projects. “I’m really looking forward to the time when we have a staff member, who … takes the lead with the software and how we use it. That's really going to enable us to expand the use of it,” she said. With the city’s new documented and repeatable processes in place, any new team members will be able to step in and get up to speed more quickly. Since the Knoxville team had such a positive experience with FHB’s Director, Solutions Design and Architecture Darryl Parker, CPA, CMA, who led the project, they hope to partner with him for the next stages of implementation. “Darryl is very knowledgeable, very helpful. It would be nice to be able to work with him again.” © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

With the help of FHB and Workiva, the City of Knoxville reduced their budget book preparation workload by half.

Marion County Clerk

Rachel Raymond
Success Stories
minute(s)Marion County prepares three publish-ready budget books in just eight hours Project: Budget Book Automation Organization: Marion County Clerk Solutions: Caseware Working Papers + custom scripting Budget Book: 2022-23 Adopted Line-Item Budget 2022/23 - 2026/27 Adopted CIP Success Story: Marion County With a team of five people and a billion-dollar budget, Marion County has always relied on technology to do more with less and do it quickly. Having worked first with GovMax, then with Tyler Munis for budget creation, the group decided that Munis’ budget-book automation capabilities were insufficient. To extend its capabilities such that its output would meet the needs of the county commissioner would require $150,000 worth of customization. Unprepared to pay the initial and any ongoing costs for subsequent updates and changes, the team started looking for alternatives. The whole package The team was introduced to Caseware and F.H. Black & Company Incorporated (FHB). Out of the box, the Caseware solution had much of what the county was looking for. And they soon learned that the public sector experts at FHB would fill in the gaps, making it the perfect solution for their organization. We interviewed Audrey Fowler, budget director at Marion County, to learn more about the project. Why not just use spreadsheets? Every day, we speak with finance and budget departments that still prepare their financial reports using some combination of spreadsheets, word processors, and publishing tools. Having made it our mission to replace these disjointed programs with purpose-built, database-driven solutions, we are always curious as to why organizations choose spreadsheets. So, when we asked Audrey why she chose not to use spreadsheets, we found that she was a kindred spirit, and her fear was real. It's a fear that our team of principal consultants knows all too well and has experienced firsthand during their time in public sector finance and budget departments: the fear that one or more of the thousands of points of entry is incorrect—that errors have propagated throughout the reports and that they’ve missed them. ”I would never dream of publishing a book from an Excel file, not at 700 pages.” Audrey Fowler, budget director at Marion County Clerk Automation by necessity In public sector finance and budget departments, obtaining buy-in, allocating budget, and setting aside time for an IT project is always challenging. And even when all of these things are in place, IT projects often fail, resulting in wasted time and money. More importantly, project failures drain enthusiasm for change. With the difficulty and risk involved, it's no wonder many organizations are hesitant to take on the challenge, despite the rewards of a successful project. When we asked Audrey about the county's decision-making process, it was immediately apparent that the budget team was very motivated and that this project was a means to an end. "I don’t have 40 hours to spend in a week on putting the book together... I have to spend the money on the automation, the technology to get things done. Otherwise, I can’t get my job done." Getting exactly what you want Audrey was no stranger to IT projects. She had versed herself in available and suitable solutions and knew what she wanted. She also knew that, to meet her needs precisely and guarantee optimal execution, she needed an implementation specialist. Audrey wanted a two-step process for preparing a visually appealing and accurate book: 1. Import data. 2. Click three buttons to generate the books. Using the FHB method, complemented by custom scripting, Marion County got exactly what it wanted and needed. "The implementation was fantastic, very responsive... I was a little skeptical at first, but [FHB] made a believer out of me, and it worked!” What does preparing your budget books look like today? "All three books are fully scripted... It's an eight-hour workday, start to finish." For more on this project, read the full story. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

Some guidance and custom scripting is all it took to enable the dedicated team at Marion County Clerk to prepare 3 Budget Books of more than 1,000 pages in only 8 hours, start to finish.

Deschutes County

Rachel Raymond
Success Stories
minute(s)Deschutes County Made Massive Efficiency Gains in Minimal Time with Only Moderate Guidance Project: Budget Automation Organization: Deschutes County Population: 204,801 (2021) Solutions: Workiva Wdesk & Wdata Budget Book: 2022 Adopted Budget Book Success Story: Deschutes County With a single automation project, the Deschutes County, Oregon finance and budget department team reduced its budget book preparation time by 60-65% in year one and anticipate greater efficiency gains in the coming years. Like many public sector organizations, the county's finance department was plagued by inefficient business processes and inadequate tools, tempering their ability to commit sufficient time to higher-value tasks like long-term forecasting. The Search Deschutes County enlisted the help of the experts at F.H. Black & Company Incorporated. Working together, they reviewed the county's existing processes, identified areas for improvement, generated a list of requirements, and assessed the qualifying solutions. "We looked at quite a few solutions, probably 8 or 9 different platforms over 6 to 7 months... FHB answered all our questions and steered us in the right direction." Daniel Emerson, Budget Manager at Deschutes County The Right Solution - Workiva After carefully assessing their requirements and stringently reviewing industry-leading solutions for the best fit, the county opted for Workiva. A combination of Wdesk and Wdata gave the county a robust cloud-based automation solution that enabled the seamless collaboration of all contributors to the book. The intuitive and familiar interface of Wdesk enables the team to instantly generate automated reports and create custom data sets and calculations in seconds. "We absolutely love Workiva! Right now, there’s an over 50% probability that at some point in the next year, we will reach out and talk about an ACFR implementation. We'll recommend F.H. Black for that as well.” FHB's Guided-Self Implementation Having selected Workiva as their reporting automation solution, it was time for the county to implement, configure, and optimize the solution for their environment. Workiva's seemingly limitless potential and plethora of features meant that if the county wanted to optimally implement the solution to maximize automation and collaboration, they would benefit from expert help. The question was, how much help? As no two organizations, finance departments, or implementations are the same, FHB offers its clients many options. Implementations are scoped, packaged, and priced based on the client's requirements, budget, and availability to contribute to the project. The county was offered a sliding scale of services. On one side, you have a delegated implementation. This option would see the county delegate the implementation to the CPAs at FHB. They would have to provide a little information, but almost all of the work would be completed by the team at FHB. This is the most expensive option; it requires very little input from the county and is fast. On the other side of the scale, there is the guided-self implementation. This is the least expensive option and designates most of the work to the team at the county. FHB provides initial infrastructure setup, training, guidance, and any additional custom development work requested. Confident in their ability and availability to self-implement the solution with guidance from FHB, the county opted for a guided-self implementation. Besides the cost, this option has the added benefit of including the county's team in just about every step of the implementation process, resulting in the team having familiarity and knowledge of the solution that they otherwise would not. The county also knew that they could always approach FHB for additional services if they ran into a problem. “I think that this project, by the end of July, will have already paid for itself”. Next year and beyond No matter how you measure it, the county's budget automation project was a huge success. As a result, the county can declare in no uncertain terms that it has massively improved the efficiency, reliability, repeatability, and accuracy of its budget preparation process, with far-reaching implications for the budget team, the department, the organization, and the community. For more on this project, read the full story. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

Deschutes County reduced its budget book preparation time by 60-65% in year one and anticipate greater efficiency gains in the coming years. Learn how they made massive efficiency gains with only moderate guidance.

Strategies for getting Council to understand and support your budget

Joy Richardson
Budget Book
minute(s)It's budget time, and you're ready! Painstaking detail and effort have gone into making sure that all 300+ pages of the budget book have been checked and rechecked. While this may feel like a job well done, the hard part (communicating) is just beginning. The reality is that a budget without context is just as ineffective as a map without a legend. The presentation of the budget's information is your chance to help Council, the Board, or any other stakeholders map out where your organization is today and its future direction (remember the map)! With lots of information to share in a limited time, effective communication is essential. Therefore, when developing your strategy, you should consider the objectives of: Informing, and Engaging. Informing is the starting point for communication and is based on the following: Information flow is in one direction Reading a budget book is an example of the one-way flow of information. The reader receives the information. However, without any accompanying conversation, they do not have the opportunity to ask questions or give feedback. Further, just providing the information is not enough. Communicating with the goal to enable understanding helps Council focus on and interpret the data so that the intended messages are received. Simple strategies for improving comprehension include using: Progressive disclosure to keep things focused Progressive disclosure keeps information at the summary level until the reader asks for or needs more detail. Providing too much information at once is overwhelming, causing that glazed-over-eyes phenomenon we have all seen! Learning efficiency benefits greatly from the use of progressive disclosure. Information presented to a person who is not interested or ready to process it is effectively noise. Information that is gradually or progressively disclosed to a learner as they need or request it is better processed and perceived as more relevant. Universal Principles of Design, Lidwell, Holden, Butler Using a drill-down approach provides additional information as necessary when the readers are ready to make sense of it. Style for understanding When it comes to style, remember that beauty is in the eye of the beholder. Thus, the focus should not be on what looks pretty but on understandability. To convey the message, consideration should be given to using the right combination of text, tables, and graphs. Find more information on this topic in our 3 questions to answer before report design blog. Engaging provides Council with the opportunity to receive information as well as respond with questions. The benefits of this multi-directional approach become apparent as heads begin nodding with understanding instead of the usual nodding off. While the Council presentation and budget deliberations themselves are forms of engagement, tools such as real time-modeling can make things even more dynamic. If a picture is worth a thousand words, a simulation is worth at least a million. Simulations can help demonstrate individual budget components, their relationship with other areas, and the impacts of making changes that are often hard to articulate. Specifically, a simulation can: Demonstrate the inherent trade-offs that come with competing resources and desires Highlight the differences between discretionary and non-discretionary items and how they impact the budget Show both the short- and long-term impacts of budgetary changes Shifting your Role: It is no secret that finance and budget departments' resources are limited, and much of those resources are already allocated to just preparing the budget. This begs the question of how to implement these strategies? If you are familiar with our work, you may have already guessed the answer: Best Practices paired with the appropriate Technologies. There are various software solutions that can free up staff resources by: Soliciting community engagement and integrating it into the budget Automating the preparation of the budget publication Assisting with a real-time, interactive presentation Budget simulators are one such tool you can consider. Read more on their utilization for engaging stakeholders. Using technology to reduce the more manual and mechanical processes, you can shift staff resources to focus on better communication and engagement. This allows finance departments to add value as not just number crunchers but as trusted advisors. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

Go beyond just submitting and presenting your budget book to Council. Use these strategies for stakeholder buy-in and informed feedback.

What a difference a year made for the City of Fort Wayne

Rachel Raymond
Success Stories
minute(s)The City of Fort Wayne cut budget book prep time by 75%. That's 300 hours! Project: Budget Book Automation Project Scope: Automate balances and narrative GFOA Budget Book Award compliance Replicate appearance of existing book Organization: City of Fort Wayne, IN Population: 265,752 (2019) Solutions: Workiva Wdesk & Wdata Budget Book: Operating Budget Book Success Story: City of Fort Wayne The Challenge When we first met the finance team at the City of Fort Wayne, they were using multiple disjointed systems to prepare their budget book. The budget department would bring balances from Excel into Munis, their ERP system. Any required changes would be manually keyed in there. The team would then run "really clunky" Crystal Reports and open them in Excel. Next, they pivoted the data by inputting appropriate parameters by fund and department. If a department like "police" had sub-departments (police admin, radio shop, records, etc.) any changes to a sub-department would require running a report at the sub-department level before running a department-level report. They then needed to review the reports for accuracy before going back to Excel for any updates. "Every time we made one little number change, it caused at least another 30-45 minutes worth of work." Kathleen Smith, Finance Manager at the City of Fort Wayne The Solution Having had great success with the reporting automation solution used to prepare the city's ACFR, the team opted for more of the same: Workiva's Wdata and Wdesk, customized and implemented with F.H. Black & Company Incorporated. What does the process look like now? Data is pulled from the City's ERP system and imported into Workiva. The budget book is then automatically populated with balances. All participants have the ability to access the system and provide their contributions. Any required changes are updated in a single location in Workiva; the book and all other applicable materials are automatically updated. Reports that would have taken hours to prepare now take moments, and data can be pivoted in an instant. "I just can't say enough about how much efficiency and accuracy improved." The Implementation After carefully considering the implementation service levels offered, the city contracted FHB to automate the budget book on a "guided-self" basis, with onboarding support. This meant keeping costs low, as Kathleen and her team would do the majority of the work under the guidance of FHB's experts, once they had completed the initial setup and customization. FHB assigned a team to work on the city's project and the work began. As with all FHB-led implementations, the initial kick-off meeting defined scope, assigned tasks/deadlines, and trained the city's team on using their project management tool. Next, FHB implemented a pre-built data model designed for public sector organizations, and built a connection from the city's ERP system. FHB recreated the prior year budget book template in Workiva, then set up basic sections and ten pages of linking to train the city's team. Next, we assisted the city with the tasks assigned to their team, including loading, tagging, and grouping imported data by object and function; building and linking schedules, notes, and statements; then reconciling, reviewing, and testing. "We had the budget book done probably a week earlier than we normally do, and that was while learning and implementing a whole new system." The Result The city achieved a 75% time savings while improving its budget book preparation process. Kathleen and her team now have robust, documented, and repeatable processes, making onboarding new team members a breeze. Having automated the ACFR and the expenditure budgets, the city is planning another project to automate the revenue side. "I was here a lot of evenings making sure everything looked right and tied together correctly. We didn't have that this year, I didn't find myself working any evenings or weekends." For more on this project, read the full story. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

The city of Fort Wayne reduced their budget book preparation time by 300 hours, that's 75%! This is how they did it.

Frederick County, MD Unifies and Automates the Budget Book

Rachel Raymond
Success Stories
minute(s)Frederick County Unifies Budget Book Pieces Under 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 its Budget Book. They spent countless hours gathering and reconciling various pieces across multiple applications. There were pieces in Questica Budget, Excel, and Word, and they presented it in Adobe. To ensure confidence in the data, every change or update would require 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 The County's solution was to replace Microsoft and 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. Discovery - What are the County's wants and needs? Scope - Defining project parameters Planning - Working backward from the project goal to define a timeline and assign tasks Configuration - Configure the selected solution to meet the County's needs Training - Provide training to the County's budget team in the use of their new tools Management - Weekly meetings and communication to ensure the project stays on track Completion - Mutual agreement that the scope of the project has been fulfilled 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. We asked Tanya if she has anything to add about the project. Here's what she had to say... For more on this project, read the full story. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

Frederick County unifies and automates the budget book with a comprehensive solution for outstanding results.

City of Garland Modernizes its Budget Processes

Rachel Raymond
Success Stories
minute(s)The Forward-Thinking City of Garland Overcomes 3 Budget Challenges With 1 Project Project: Budget & Budget Book Preparation Organization: City of Garland, Texas Population: 239,928 (2019 Census) Annual Budget: $1.1 billion (Operating + CIP) Solution: Caseware & Questica Budget Book: Annual Operating Budget CIP: Capital Improvement Program Success Story: City of Garland The Challenge The city of Garland's Budget Department faced a trio of challenges that shared the same root cause: antiquated software solutions, and the business processes required to make them work. The city relied on legacy budget software to prepare the budget and a combination of Word, Excel, and Adobe to prepare the Capital & Operating Budget Books. The processes were slow, disjointed, and error-prone. The Solution After extensive research, the city's Budget Director, Allyson Bell Steadman decided on Questica Budget to prepare the budget, CaseWare to prepare the budget book, and F.H. Black & Company Inc. to integrate the two and ensure the budget book solution was optimally implemented to maximize their benefits and guarantee project success. The Project The implementation process was managed and guided by consultants from FHB. It started with a planning meeting, introduction to FHB's online project management tool, allocation of deliverables, and scheduling of software training. Once trained in the use of their new tools, the FHB team built the Capital Improvement Program budget book template based on the City's specifications. Once complete, a similar process was carried out for the Operating Budget Book. The Result By the end of the sixteen week implementation, the City was able to produce and publish both the proposed and adopted 2020-21 CIP & Operating Budget Books. The City now has a robust, documented, repeatable, and largely automated process for preparing their budget book. "The Budget & Research Department is in a much better position to produce and distribute budget documents. Our most recent success was having our 2021 Adopted CIP document finalized for publication on the City’s website and distribution to City Council two weeks after adoption". For more on this project, read the full success story here. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

The City of Garland modernizes its Budget, Capital Improvement Program, and Annual Operating Budget Book preparation processes with a single project.

City of Greensboro Budget Book Automation Project

Jamie Black
Success Stories
minute(s)With a population of nearly 300,000 and growing, the City of Greensboro is the third-most populous in North Carolina. The City's 2020-21 adopted budget of $602 million spans 169 pages and was awarded the GFOA Distinguished Budget Presentation Award. Long-time Questica Budget users, the City is extremely happy with their processes for preparing the budget. The Budget Book however was another story. Like many finance departments, the City used Microsoft Excel, Word, and Publisher to prepare the book. The process was time-consuming, repetitive, resource-heavy, and disjointed; it was time to make a change. The team at Greensboro had heard about F.H. Black & Company Incorporated at a Questica conference and reached out for help to improve their budget book. Once the project was complete, we gave the City a little time to bask in their achievement before interviewing them about their journey. Here are the highlights of that interview with the City's Budget Database Specialist, Leah Price. The Old Way "We used a combination of Microsoft Excel, Word, and Publisher, and it was very time consuming for all staff members. The Budget Analysts had to manually enter all of their departments’ numbers line by line twice: once for the Manager Recommended version and again for the Final Adopted version. The Budget Database Specialist also had to make sure all of the formatting was correct in Publisher, and finally work with our internal print shop to make sure every page had the perfect amount of space between the text and the hole punches. When we heard there was a software that we could use to import the numbers from Questica directly into the budget document, we jumped on it." The Project "We sent our FHB consultants a copy of our former budget document and a copy of our budget data from Questica. The consultants built a template for us that was similar to the old format, and then worked closely with our staff to make sure that the budget data was going to the right places in the document. We have over 25 operating funds and many tricky aspects to our budget rules overall, so assigning the budget numbers and FTEs where they needed to go was the biggest struggle. However, it all came together in the end." The Benefits "The process is more streamlined and controlled. It probably saves the analysts a couple of weeks’ worth of time because they no longer have to do any manual data entry." "The budget analysts are an important resource to our departments, and their new found availability during the budget development process allows them to help out more with current year concerns." The Relationship "Our (FHB) consultants have always helped us meet our deadlines and make sure to work us into their schedule if we have last minute issues." "I have mainly worked with Joy, and I am so grateful to her for all of her help and expertise! I really appreciated that she wanted to make sure that I was learning how to do (almost) everything we needed her help with. It was my first year being responsible for the budget book and I had very little knowledge of CaseWare. I truly could not have done it without her." Considering a reporting automation project? Schedule a meeting with one of our experts to explore your options. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

The City of Greensboro implemented an automated budget book solution that pulled data directly from their Questica Budget software resulting in a better book in less time.

Engaging residents to address the impact of COVID-19 on the Budget

Jamie Black
Budget Book
minute(s)Public sector organizations across North America are facing considerable budget pressures as a result of the COVID-19 pandemic. This may necessitate slashing funding to programs and/or increasing tax rates. That is likely to be very unpopular with your stakeholders (council, board, and/or residents). Working through these options will require careful planning, making trade-offs, and effectively communicating new realities to stakeholders to get their buy-in and earn/maintain their trust. If you've read our Style & Substance blog articles before or attended our webinar series on best practices for communicating financial information, you know we have strong opinions on effective communication. In a time of massive budget challenges, your team's ability to communicate your message clearly and effectively is more important than ever. Over and above what we have laid out in our articles and presentations, what can your finance or budget department do to help stakeholders understand the complex issues you are facing? Too Much or Too Little Detail Stakeholder engagement is nothing new. Publication of large budget documents, public meetings to discuss these documents, focus groups, and advisory committees have been utilized for decades to engage with residents to educate them and receive their feedback. These approaches are often challenged by the complexity of the topic and the time investment required to execute them. Who wants to read even a 200+ page budget book? If they do read it, the result may not be what you expect: An implication for government transparency is that transparency initiatives that expect citizens to make sense of technical and abstract information, especially in large amounts, (such as the many line items and millions of dollars described in a typical public budget) probably face a much greater hurdle to increasing trust than their well-meaning originators thought. In fact, at worst, too much information could actually decrease trust. Transparency: A Means to Improving Citizen Trust in Government - Government Finance Officers Association As an alternative, local governments can utilize surveys or online budget tools to broaden the public meeting's reach. A classic example of this approach is the "digital budget book." These tend to be more approachable and, therefore, attractive to a typical stakeholder. This comes at the cost of the depth of detail and nuance necessary to truly educate the audience about the organization's constraints. Further, the act of merely putting a budget book online does not tackle the underlying barrier presented by large volumes of complex technical information noted by the GFOA. What you need then is: the ability to reach as many stakeholders as possible, in a way that encourages their participation, focuses on educating them on the context, constraints, and challenges we face and solicits their feedback. Engage Stakeholders with Budget Simulations This is where simulations come in. As technology has evolved, simulations have proven themselves to be the best of both worlds: broad reach and accessibility to maximize participation combined with the right amount of detail and nuance. Participants are invited to investigate the budget initially at a highly summarized level. This has the advantage of minimizing initial complexity and enabling understanding of the budget's overall state (e.g., surplus, deficit). They can drill down into more and more detail to understand the composition of the budget. Finally and most importantly, stakeholders are asked to increase or decrease budgeted amounts by department, service area, or program based on their own priorities and preferences. You can present them with a series of options to choose between that will impact the budget. Participants attempt to craft the budget they would like to see but will regularly bump into problems. Want to triple the budget on policing? Sure! But that puts us into a major deficit. How will you fund this increase? Participants can add comments explaining their rationale. All this data is collected for the hosting finance/budget department to analyze and leverage in refining the budget. Not having learned it is not as good as having learned it; having learned it is not as good as having seen it carried out; having seen it is not as good as understanding it; understanding it is not as good as doing it. ..He who carries it out, knows it thoroughly. The Works of Hsüntze Bringing your stakeholders into the budget process with simulations will allow them to understand the challenges you are facing and provide the feedback necessary to ensure you are optimally meeting their expectations. © 2025 FH Black Inc. All rights reserved. Content may not be reproduced, excerpted, distributed, or transmitted without prior written consent.

COVID-19 has hit some public sector budgets hard! See why some organizations are choosing to educate and engage residents with budget simulations for stakeholder buy-in.

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