Case Study
Vessel Budget Management System
Replacing cross-referenced spreadsheets with a structured annual budgeting workflow.
Business Context
Annual vessel budgeting required users to cross-reference multiple Excel workbooks. As the number of vessels and budget lines increased, preparing, comparing and reusing budget information became increasingly time-consuming.
Key Challenges
- Consolidate budget creation for multiple vessels and financial years
- Reduce manual cross-referencing between numerous workbooks
- Preserve historical budget information for comparison
- Allow prior-year budgets to be reused as a starting template
KCSG Approach
- Designed a vessel-based annual budgeting workflow
- Structured budget data for consistent entry and review
- Added prior-year copy functions to accelerate preparation
- Supported ongoing maintenance as budgeting requirements changed
Business Value
The system reduced repeated spreadsheet handling, improved consistency and gave users a more efficient way to create and review vessel budgets.
This summary does not disclose customer names, vessel counts or confidential financial data.