Intcube EPM 
Intcube Data Governance 
Resource Center 
Service & Support 
Technical Consulting 
Over 300 Corporate Clients are utilizing Intcube EPM
China is one of the countries that primarily relies on coal as an energy source. The development of the coal industry plays a crucial role in the construction of the national economy. With the continuous improvement of enterprise management standards, senior executives of many coal-related companies have begun to emphasize the role of information systems in supporting business development and aiding various decision-making processes. This is particularly evident in recent years with the promotion and application of cost control systems and comprehensive budget management systems in the coal industry.
Technology-based enterprises in the coal industry face challenges such as complex budget compilation, inconsistent business calibers, and massive data volumes. There is an urgent need for a scientific and comprehensive budget management system to assist these enterprises in their digital transformation. Against this backdrop, the Intcube team helps enterprises implement a complete comprehensive budget management system and reporting functionality (budget reports and actual reports) to ensure effective control of company funds, thereby increasing profits and achieving strategic goals.
▌ Project Background
The client is a technology-based enterprise in the coal industry, primarily engaged in technological research, product development, manufacturing, and operations in the fields of industrial safety and environmental protection.
This project aims to implement a complete comprehensive budget management system, including modules such as organizational structure setup, budget compilation, budget approval, budget adjustment, budget control, budget analysis, budget appraisal, and report analysis, achieving closed-loop management of budget monitoring and analysis. The project is divided into two phases. Phase One focuses on building budget modules for sales, production, procurement, R&D, human resources, expenses, investments, and financing, meeting the needs of indicator decomposition and compiled summary budget reports. Phase Two involves further refining, standardizing, and formalizing the annual budget plan based on detailed requirements and management specifications collected from various business modules during Phase One implementation, enabling rolling forecasts, budget analysis, and budget appraisal functionalities.
▌ System Construction Objectives
In the current market environment, technology-based enterprises are experiencing an upward development trend, and traditional performance management models are evolving toward digitalization, intelligence, and specialization. Existing financial management methods can no longer match the prospects and scale of enterprise development. The digital world demands higher standards, requiring unified financial accounting standards and the establishment of a multi-level financial management system to support internal and external needs for improved financial management.
Traditional comprehensive budget management systems struggle to meet the requirements of business departments. This project requires the construction of a comprehensive budget system based on public service systems and multi-dimensional data warehouses to support later-stage tasks such as budget compilation and control. Additionally, there is a need for unified management of functional departments and entities, enabling budgets by independent companies, departmental calibers, and summaries at organizational consolidation nodes. Functions such as version control for budget compilation sets, standardized reporting, automatic data aggregation, data traceability, data permission control, and online approval will report to group reports to facilitate collaborative work across different departments and avoid information silos.
Budget control will adopt suitable integration schemes based on actual business conditions to achieve system integration with U9 and OA, extracting relevant data as needed for real-time comparison and control.
▌ System Construction
The Intcube team conducted dimension analysis based on the client's business scenarios. Through organizational caliber control, data collection and summarization were achieved for various functional departments, entities, and subsidiaries under the parent company. Data entered by each reporting unit is uniformly approved by the respective responsible department and subsequently submitted to the Financial Management Department. Data is locked after entry and approval. The constructed version supports multi-version budget entry, with data supporting copy and modification between versions.
System Environment Setup
The system operating environment includes databases, middleware, and Java runtime environments. The public service management system, multi-dimensional data warehouse, and comprehensive budget management system are integrated to achieve system diversification, enhance data value, and solidify the data foundation.
System Form Construction
Multi-dimensional forms and business forms were built. The form format is consistent with the Jiuqi reporting system, allowing direct export of forms from the system for Jiuqi report compilation, saving time and costs associated with manual data analysis.
Business Rule Writing
Establish logic for obtaining associated data between multiple tables and consolidation calculation logic within single tables to achieve data linkage.
Budget Form Distribution
Through permission management, responsible departments distribute forms; entity units then distribute them to reporters via downward form distribution. All participants can familiarize themselves with business data and processes.
▌ Functionality Realization
By building a comprehensive budget management system based on multi-dimensional database technology, the enterprise's needs for multi-dimensional, fast, and accurate operational management reports are met. Intcube collaborated with the client to realize a comprehensive budget management model centered on budget compilation, adjustment, and control, with data analysis permeating each step, further advancing the enterprise's digital development process.
The budget compilation function can handle salary budgets, R&D budgets, sales budgets, engineering service budgets, production budgets, procurement budgets, expense budgets, fixed asset budgets, financial budgets, etc. Compilation is conducted by responsible modules, summarized, and finally consolidated by the finance department to form the overall company budget. Different personnel can edit simultaneously; after approval, automatic summarization occurs. Functions include hierarchical and nodal approval, table import/export, etc. Budget control can achieve data integration with systems like U9 and OA, enabling budget vs. actual comparison and implementing rigid or flexible control for over-budget situations. Budget analysis can generate complete budget analysis reports, including budget progress analysis, comparative analysis, and trend analysis. It allows for comparison between budget and actual data, budget vs. previous year same period data, and multi-year data comparison. Analysis can be displayed via pie charts, bar charts, line graphs, dashboards, cockpit views, physical distribution maps, warning charts, etc. Analysis reports can be output in text or table formats. Budget appraisal functionality automatically generates appraisal report sets and includes table output capabilities.
▌ Data Security Management
The system built in this project features catastrophic data recovery, permission control, and data security management functions, better protecting the dissemination of enterprise data information. The system possesses robust disaster recovery capabilities, providing automatic and manual database backup functions. It offers a comprehensive user authentication mechanism; management and query functions for organizational structure, user attributes, etc.; permission allocation and management based on project roles, positions, etc.; fast permission retrieval; temporary user authorization allowing access to specific data objects for a set period before revocation; ensuring security of product data after phased reviews; providing system logs, object logs, error logs; enabling user hierarchical authorization; and hierarchical editing and display functions based on organizational structure, positions, posts, etc.
When the system involves confidential information such as finance, production, and operations, data is encrypted during transmission and supported by a security management system to prevent data loss and illegal copying, ensuring transmission security. Furthermore, the software will not cause other parts of the application system to fail or crash due to its own faults or failures. Operationally, strict control of user permissions at the access level prevents unauthorized or illegal use of system resources, even controlling system operation privileges.
▌ Project Summary
Through the collaboration with Intcube, the enterprise established a scientific and comprehensive budget management system, fundamentally improving the efficiency and quality of enterprise performance management. Addressing the business characteristics of technology-based coal enterprises, Intcube took a series of measures to enhance forward-looking refined management, effectively reduce costs, and strengthen the client's competitiveness. Overall, this cooperation project involved the construction and upgrade of the comprehensive budget management system, perfecting the closed-loop management system of annual goals - operational planning - budget control - performance appraisal, enabling the budget system to maximally support the needs of business development. The system emphasizes data integrity, accuracy, and timeliness, assisting technology-based enterprises in agile, efficient, and intelligent achievement of business objectives. It helps enterprises build and optimize budget management solutions, synergize the roles and functions of different modules, form a complete digital budget management platform, and empower the comprehensive upgrade of enterprise digital construction.
