The Open Society Foundations runs numerous programmes around the world. One of them, the Education Support Program (ESP), approached Aptivate for a way to make their budget planning process work more smoothly. The previous solution involved complex spreadsheets. While the globe-spanning network of programme managers generally did a good job of entering data, it was hard for other staff to see what was happening, what other people were planning, or to effectively manage the budget approval process.
Aptivate developed a robust budget setting tool that tracks hundreds of planned and current transactions, different stages in the budgeting and expenditure cycle, and connects the budget to intended programme outcomes in a way that simplifies planning and personal and team learning within ESP.