DOI - Mendel University Press

DOI identifiers

DOI: 10.11118/ecos2026_026

A WEB-BASED FINANCIAL PLANNING APPLICATION FOR ENTERPRISE BUDGETING AND INVESTMENT MANAGEMENT: A DESIGN AND IMPLEMENTATION CASE STUDY

Ondřej Pavlík1, Oldřich Trenz1
1 Department of Informatics, Faculty of Business and Economics, Faculty of Business and Economics, Mendel University in Brno, Zemědělská 1, 613 00 Brno, Czech Republic

A mid-sized company that tripled its number of organizational units over five years outgrew its spreadsheet-based budgeting. Centre managers planned in their own Excel files, the finance department merged them by hand, and errors surfaced only after the fact. This paper reports the design and implementation of an on-premise web application that sits between the company ERP system and the centre managers, replacing the manual consolidation with a single validated planning workflow. The work follows a standard software-engineering process: analysis of the existing routine, requirements (22 functional, 12 non-functional), a make-or-buy assessment of three commercial vendors, UI design in Figma, implementation, testing, and deployment. The application is built on ASP.NET Core (.NET 8) with Razor Pages, a Microsoft SQL Server database, SOAP integration with the ERP, integrated Windows authentication, and Power BI reporting embedded through OAuth 2.0. None of the three vendors covered the on-premise requirement, customization, and integration at once, so a tailored solution was developed and is now in production. We describe the architecture, the integration and authentication decisions, and five concrete problems solved during development. No quantitative performance metrics were measured; the contribution is the engineering design.

Keywords: financial planning, ASP.NET Core, ERP integration, on-premise deployment, Power BI, Razor Pages

pages: 250-256, online: 2026



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