Ask, Share, Learn Within the Largest Community of Corporate Finance Professionals. Leveraging Technology to Redefine Corporate Performance Management

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1 Sponsor

2 Ask, Share, Learn Within the Largest Community of Corporate Finance Professionals Leveraging Technology to Redefine Corporate Performance Management

3 Proformative Event Notes Links to today's presentation and the recording of this webinar will be sent out to all attendees within 24 hours of the event and the presentation is already posted on for free download. There are no CPE credits for today s Technology Demo Please ask questions on today's topic via the "Questions" box in your GoToWebinar control panel at any time during the event. We will do our best get to your questions during the Q&A/panel discussion at the end of the event. If we do not get to your question, a speaker or webinar sponsor will follow up with you directly to address your question. You will be asked to take a short survey today regarding the webinar, and we would greatly appreciate your feedback regarding our event today as we always strive to improve the ROI we offer our event attendees for their valuable time.

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5 Ask, Share, Learn Within the Largest Community of Corporate Finance Professionals Leveraging Technology to Redefine Corporate Performance Management Nicole Diceman, Product Manager, Prophix Software

6 Presentation agenda Today s challenges What is CPM? Product Demonstration Benefits Questions

7 The office of finance faces new challenges Companies today can access more data. They need to forecast more often. Collaboration is a fundamental requirement.

8 Spreadsheet Pains Labor and time intensive Error prone Data Integrity issues & version control Confidence in process Multiple user accessibility Incomplete solution Lack of accountability, ownership and collaboration

9 Leveraging Corporate Performance Management (CPM) An integrated CPM system, the backbone of your management operating system, is the foundation for building an agile enterprise PwC CPM has two main objectives, both resulting in greater organizational agility and more-insightful financial analyses: It supports more-efficient financial processes and provides related control and transparency (tactical goals) It enables competitive advantage by providing critical performance management capabilities (strategic goal) Gartner

10 What is CPM? Corporate Performance Management Budgeting, planning and forecasting Financial, statutory and management reporting Formal financial consolidation Profitability modeling & optimization Strategy management software

11 Polling Question

12 Analysis Budgeting & Forecasting Product Demonstration Reporting Automation, Collaboration, Single Source, Accuracy

13 Alfred Perry, Director FPA

14 New generation of CPM benefits One single product Can scale to meet your changing requirements Always within your secure environment Direct connections to any systems ETL is part of the product Drill across to transactions Unique blend of OLAP and Relational technology Our upgrades happen in minutes Scalable infrastructure to maximize performance SharePoint Integration

15 Impact from using Prophix Automation Highly configurable Highly scalable Low upfront cost & risk One unified platform Limited internal IT requirements Prophix has given us the advanced solution that we needed. In terms of addressing our business needs, the product has worked wonders. John Regan VP of Finance Wastequip

16 Impact from using Prophix Automation Highly configurable Highly scalable Low upfront cost & risk One unified platform Limited internal IT requirements "We looked at Hyperion upgrades, but we settled on Prophix for its combination of price, simplicity, and power. The product appeared to offer functionality across the board. Most of all, we realized that we could expand our Prophix solution over time based on the needs of the company. Ben Wheeler Assistant Controller Myriad Genetics

17 Impact from using Prophix Automation Highly configurable Highly scalable Low upfront cost & risk One unified platform Limited internal IT requirements "As our business grows and the corporate structure changes, Prophix has allowed us to put our financial processes in place with access to valid and accurate information. We then use the system to analyze our data in a number of different ways." Scott Murray Controller Financial Reporting & Internal Control Porter Airlines Inc.

18 Impact from using Prophix Automation Highly configurable Highly scalable Low upfront cost & risk One unified platform Limited internal IT requirements "Prophix is user-friendly and comprehensive. The system allows us to complete all of our reporting, forecasting, budgeting, dashboards, and ad hoc analytics in a real-time format." Aaron G. Atkinson Chief Financial Officer Wacom Technology Corporation

19 Our Customers

20 Thank You

21 Q & A

22 Again, you will be prompted to take a short survey once this webinar concludes, we would greatly appreciate your feedback regarding this event. Please join us at to ask any additional questions you may have and to continue this conversation with your peers and the experts you heard from today.

23 Sponsor