“Everyone at Euna Budget Professional is helpful and cordial. Even though you know they have other customers, they treat you like you’re their only one when corresponding with them.”
— Charlene Kagel, Former Comptroller, Town of Southampton
Located approximately 80 miles from New York City on the South Fork of Long Island, the Town of Southampton is one of Suffolk County’s ten townships. It is a popular summer resort town and tourist destination, with the Shinnecock Canal providing a connecting waterway for boats traveling from the Atlantic Ocean to the Great Peconic Bay. Southampton encompasses six incorporated villages within its boundaries, each with its own village administration: Sag Harbor, North Haven, Quogue, Westhampton Beach, West Hampton Dunes, and Southampton Village.
Need
Like many municipalities, Southampton’s capital budgeting process was highly manual, requiring significant time and effort to create, submit, and approve capital budgets. Southampton sought a solution to streamline this process, provide real-time data, track budget changes, and make departments accountable for their submissions.
Solution
The Town of Southampton engaged the Gartner Group in a six-month competitive search for a software solution to automate their capital budgeting process. Based on Gartner Consulting’s recommendation, Southampton chose Euna Budget Professional and, more specifically, their Capital Budgeting module to manage their capital budgets. The Capital Budgeting module allowed staff to submit, review, approve, and maintain all their capital budgets in a single system, transforming a previously cumbersome process into an efficient and collaborative one.
Key Benefits
Streamlining the Capital Budgeting Process
Euna Budget Professional’s Capital Budgeting module simplified the capital project submission process. From creating multiple “what-if” scenarios to building multi-year projects, Southampton staff could now modify expenditures and funding with ease. The ability to develop “Council Ready” reports, using either standard or customized formats, further streamlined the approval process. Notifications and real-time data updates made it easier for department heads and the controller’s office to stay aligned throughout the budgeting cycle.
Time Savings and Efficiency Gains
Southampton experienced significant time savings, with 40-50 hours recaptured across departments due to the elimination of duplicate entries and the reduction of manual errors. The town’s ability to correct mistakes quickly, and streamline the budget approval process, allowed staff to focus on higher-value tasks.
Improved Accountability
With Euna Budget Professional’s “What If” analysis feature, departments were able to create multiple budget versions before submitting their final budget for approval. Each change to the final budget was tracked, ensuring that departments remained accountable for their submissions. Custom alerts further empowered staff to stay informed about changes, promoting transparency and ownership across the organization.
Seamless Integration with Financial Systems
One of the key advantages of Euna Budget Professional was its seamless integration with Southampton’s existing financial system, Microsoft Dynamics GP. This eliminated the need for the town to invest in switching to a new financial package, further saving time and money.
“We have been so pleased with the implementation of Euna Budget Professional that we would highly recommend it to other municipalities.”
— Charlene Kagel, Former Comptroller, Town of Southampton
Ready to Revolutionize Your Capital Budgeting Process?
Euna Budget Professional has helped the Town of Southampton streamline its capital budgeting process, saving time, improving accountability, and enhancing collaboration. If your municipality is looking for a powerful solution to manage capital budgets, request a demo today to learn how Euna Budget Professional can support your needs.