Budget Maestro & Planning Maestro Customers Share their Experience
Budget Maestro & Planning Maestro serve a wide range of customers worldwide. The stories below will give you a good sense of how effective these solutions can be to helping business reach its greatest potential.
Manufacturing
Enough of the ‘formula gremlins’ for this window manufacturer. It was time to move past Excel. After reviewing various budgeting solutions including Prophix and Forecaster, they chose Budget Maestro. What were the two primary ‘tipping points' for this decision?
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Wholesale/Distribution
- DiCarlo Distributors, Inc.

Business is booming, that's the good news. But how to navigate this growth profitably? That’s where Budget Maestro's sophisticated forecasting capabilities come in.
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- Fleet Card Fuels
Struggling to determine and analyze each business unit’s contribution to the bottom line, this company switched from Excel spreadsheets to Budget Maestro. Now they enjoy an easy way to slice and dice their data, drill deep into the details and generate reports at their fingertips whenever they want.
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Whew! Their spreadsheet was more than 160 pages. Just to audit the budget and plan would take a couple of months. Unacceptable for this growing business. Now Planning Maestro gives them the ability to dynamically change their driver assumptions to see the impact on revenue, expenses in cash flow in seconds without the worry of broken formulas and mismatched links.
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Retail
- Days Jewelers

Crucial to this retailer’s success is their ability to respond to customer needs – be they traditional or trendy. Budget Maestro helps Day’s keep on top of sales, inventory, profitability and cash flow for each store that feed critical buying decisions.
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Software
- Advanced Solutions International

Company acquisitions and international expansion characterizes this company’s rapid growth. They needed to get a handle on managing this growth in a profitable way while keeping an eye on their cash flow.
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Services
Saving resources. Saving energy. Saving money. It was time to apply that same strategy to their financial process. With Planning Maestro, the CFO can make changes to over 100 different revenue sources very quickly and easily. And generate reports in seconds. Now that’s efficiency!
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Not-for-Profit
- Consolidated Services Group
With two legal entities – the parent CSG and CHN – allocations are fluid and spread across more than one company or division. Excel couldn’t handle the allocations easily which prompted a switch to Budget Maestro.
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