CGE-BI presentation on BOARD MIT.

1. Introducing CGE-BI and BOARD

2. CGE Business Intelligence, Inc. Software and Services Vendor Based in Plano, Texas Founded in 2008 Exclusively focused on BOARD Toolkit and associated solutions Premier BOARD Partner

3. BOARD International SA Software Vendor Based in Lugano, Switzerland Founded in 1994 Pioneer of Business Intelligence and Performance Management unification (named as Management Intelligence) - TOOLKIT Exclusively focused on BOARD Toolkit for 14 years Sold only via partners Private, profitable, no long-term debt

5. Analysis

6. Scorecarding

7. Dashboarding

8. Budgeting & Planning

9. Forecasting

10. Financial Reporting

11. Consolidation

12. ETL/Multiple Data Sources

13. MOLAP & ROLAP Databases

14. Data Dictionary

15. Security – LDAP to Custom

16. Complex Business Rules

17. Data Write-Back

18. MS Office IntegrationIn a single integrated BI and CPM solution, eliminating the complexities of managing different modules and tools

19. International recognitions: CPM and BI Magic Quadrants 2009 Corporate Performance Management Business Intelligence

20. An extraordinaryachievement, not just a goodresult Only 5 companies WW are positioned in both the Gartner CPM and the BI Magic Quadrants: BOARD Cognos (IBM) Oracle SAP SAS Butonlyonewith a single product: BOARD

22. Interactive Visualization

23. SOA

24. 64 BIT

25. Advanced Office Integration

26. An Innovative Silverlight Client with its characteristic capability to unify Business Intelligence and Corporate Performance Management and to build analytic applications without the use of any programming!

28. Lowest administrative effort

29. Number of applications per admin head

31. Best Selection Rates

33. BOARD 7: the new world of BI and CPM

34. Investment and company performances: the turning point the turning point Decision Effectiveness

36. Strategy Maps

38. Sales Planning

39. Resource Capacity Planning

40. Financial Planning

44. Today BI and CPM are disconnected, decision making processes are fragmented Capacity Planning Financial Budget Reporting Financial Consolidation Profitability Analysis Scorecards Dashboard Sales Budgeting DWH ERP CRM SFA

45. What’s wrong Company Data distributed in several repositories Multiple versions of the truth Low data traceability Lack of information consistency and reliability Lack of an integrated view of performance & business processes Inability to drill across the company information on the fly Information is often out of date Low control Disconnected applications and disparate technologies Difficult interoperability Low manageability and flexibility High integration cost

46. BOARD:a modern management system All in One Toolkit WPF

47. All in One:One Product, One Vision, One Technology

48. All in One:a functional perspective One Product One Vision One Technology BI and CPM work together in a single environment. With BOARD companies manage and control the entire decision-making process: from data collection, to information analysis; from decision formulation, to performance monitoring.

49. All in one : business benefits A single version of the truth A single analytical environment Holistic view of company performances Information consistency, relevancy, traceability Shared management view of multiple level of information across planning, execution and decision cycles One shared know-how (single interface, single admin environment, single technology) Better decision making Strategy and operations alignment TCO optimization

50. The “toolkit approach” From simple reports to the most sophisticated performance management applications, any analysis can be easily built using the drag and drop function and the configuration of objects that are automatically synchronised with the data.

51. User Self-Service and Rapid Application development The Toolkit Approach delivers: Self service reporting and analysis End-users have access to a full “self-service” information environment, which enables them to obtain immediate answers to their questions from a verified, consistent, shared information source. RAD (Rapid Application Development) NO CODING, but configurable drag and drop objects Application administrators can efficiently build and maintain applications, with a “Time to Solution” and “Total Cost of Ownership” unachievable by traditional BI and CPM solutions.

52. The toolkit approach:key benefits Self-Service reporting and analysis Users have the information they need, when they need it Minimal user requests to the IT department Data Quality and Consistency remains controlled by IT Rapid Application Development Unmatched time to solution Full customization Easy adaptability to business changes Organizational pervasiveness (any dep. or BU can easily build its own applications based on a common data repository) Outstanding TCO

53. The WPF: why it’s important to BOARD Windows Presentation Foundation (WPF) is a unified presentation system, which offers a latest-generation approach to the construction of Windows application interfaces. WPF enables BOARD to deliver: Interactive Visualization Intuitive access to information, for every kind of user not just specialists Higher interactivity and simpler exploration and navigation Improved user productivity Outstanding presentation graphics Office 2007 Advanced Integration BI & CPM in a familiar environment Self-updating presentations and documents Excel benefits without Excel limitations Office development environment BOARD Rich Internet Client > Silverlight Web Runtime (WRT) Develop once, use twice: one single development for web and client 3D, animations and interactivity through the web

54. Windows Presentation Foundation: a new User Experience

55. Interactive Visualization:3D and Object Containers

56. Interactive visualization: vector graphics and drillable charts

57. Office 2007 Export

58. Excel® Add-in

59. Word and Power Point add-in

60. BOARD Rich Internet Client: Silverlight Web Runtime (WRT)

61. WPF:Key Benefits Interactive Visualization Intuitive access to information, for every kind of user not just specialists Higher interactivity and simpler exploration and navigation Improved user productivity Outstanding presentation graphics Office 2007 Advanced Integration BI & CPM in a familiar environment Self-updating presentations and documents Excel benefits without Excel limitations Office development environment BOARD Rich Internet Client > Silverlight Web Runtime (WRT) Develop once, use twice: one single development for web and client 3D, animations and interactivity through the web

62. BOARD at work

63. 2200+ customers world wide Banking Chemical Fashion Food & Beverage Health Insurance Manufacturing Public Sector Retail & Distrib. Utilities & Telcos Others

64. 2,000+ customers worldwide Banking Chemical Fashion & Beauty Food & Beverage Health Insurance Manufacturing Public Sector Retail & Distrib. Services

66. The BOARD solution also provided an advanced budgeting and simulation environment, enabling key personnel within J.J. Haines to perform ‘What If?’ analysis on several facets of the business.

68. …the cost and complexity myth 400 stores in 43 states Project: automate and improve their sales, markdown and performance analysis processes. Existing Systems: JDA Arthur and JDA PMM, and Business Objects Charlotte Russe was told that it would take 6+ months, require an “army of consultants” and cost well into six figures BOARD delivered the solution in 6 days, with 1 person, and at a fraction of the TCO (orders of magnitude)

69. Success Stories

70. Lundbeck Company Profile Founded in 1915, Lundbeck is a pharmaceutical company focusing on central nervous system (CNS) disorders. Lundbeck currently has over 5,000 employees worldwide, and has grown its total annual revenue to exceed $1.5B

71. Business Challenges The recent launch of a new product challenged the Excel based reporting system which had been in place for more then 3 years More reps on the field Multi-product market analytics Necessity for timely distribution of up-to-date information on the field. The BI team could not accommodate the time consuming manual activities required to support the business: Data extraction, Collecting relevant data Creation of spreadsheets customized for each recipient (either business managers or field reps). Lundbeck needed to identify a solution that was flexible enough to meet their dynamic business requirements, yet had the scalability and performance needed to support a large multinational company.

72. BOARD Solution Sales & Marketing users are now accessing a web-enabled dashboard which delivers a 360 degree view of all relevant market data: Market Share Prescriptions at any geographical and product level Promotional activities on the field (detailing and sampling). Power users are fully enabled to design and distributed powerful ad-hoc analytics by using the BOARD application creation interface.

73. Business Benefits The Web-Dashboard application was rolled out in less than 4 months The manual creation and distribution of spreadsheets is no longer required - automated monthly data upload process now takes less than 30 minutes. An Enterprise License for unlimited use of the BOARD solution within Lundbeck Canada combined with the all-in-one Toolkit approach also let the BI team address other business issues such as Marketing ROI analytics and Sales Planning.

74. Success Stories

75. Company Profile - BTC BTC Specialty Chemical Distribution is the European sales organization that carries out the trading activities in specialty chemicals produced by the BASF Group. BTC is comprised of 9 BASF subsidiaries BTC offers its customers a customized solution that strongly increase their level of competitiveness.

76. Business Challenges Planning the sales performance of the individual BTC companies had previously been done using individual, complex Excel spreadsheets in each branch office per product and per customer. The goal was to standardize and optimize the complete planning process from end to end. Requirements: 9 European companies in the areas of Controlling and Sales and Marketing 6 weeks remained between the project start date and the start date of the planning process

77. BOARD Solution All of BTC’s data from their ERP system (Navision) is available for analysis and comparison All historical and current data (volume, price, sales turnover and margin) is available for management in one overview, including forecasts and deviations. There are several choices available with regard to planning: Incrementally factoring the previous year’s annual figures can be increased as a percentage in total or by group. Planning figures can be entered top-down per reporting unit or product group and automatically broken down by the system to each level below. The detailed effects of the planning on lower levels can be analyzed by a click of the mouse using the drill-down function.

78. Business Benefit Complete Integration of the Budget Process The top-down plan forms the basis for the subsequent bottom-up plan carried out by the sales directors. Budgets can then be defined at the lowest level – by customer or product. If the volume, the price and the margin per product is revised for a certain customer, the turnover at all levels is automatically adjusted. The effects of certain planned values on other areas are immediately simulated and revised. “Only six weeks after the project began the European BTC companies were gathered to be trained to use the system. We would never have thought that the various requirements from all our European branches could be implemented so quickly!” Sandra WittHead of ControllingBTC Specialty Chemical Distribution GmbH

79. Additional Apps Built with BOARD include: Sales Sales Analysis (Customer, Area, Channel, Product, Line…) Rolling Top-Down and Bottom-Up Sales Budget and Forecasting Products, Channels, Customers Profitability Shops, Chains, Channel P&L projections Variance Analysis (Price, Quantity, Mix) Brand Performance Cross-Selling Analysis Loyalty Cards Management Loyalty and Retention Monitoring Merchandise Intelligence Markdowns and Promotions Optimization SCM Demand Planning Cost to Serve Integrated Capacity Planning Daily & Weekly Workload Planning Financial insights across the extended supply chain What-if and what-for analysis to forecast material and production line needs Supply Chain dashboard and KPIs HR HR Performance Management HR planning, budgeting and forecasting Employee Costs Monitoring Benefits and Incentive planning Skills Mapping HR dashboard and KPIs

80. Apps Built with BOARD include: Finance and Controlling Financial Top-Down/Bottom-UpBudgeting P&L, BS, Cash Flow Planning and Forecasting Statutory and Financial Consolidation Intercompany Matching and Reconciliations Cost and Profitability Analysis Activity Based Costing Variance Analysis Credit Management (DSO, Ageing, Customer Score) Financial Reporting Fast Closing Compliance Strategy Maps Balanced Scorecard Operations Capacity Planning Inventory Forecasting and Optimization Materials Management Procurement Analysis Production Forecast and Planning Supplier Rating Other areas Service Level Management Post-Sales Management (Maintenance and Spare Parts Optimization) Customer Service Level Analysis Quality Intelligence IT Scorecard

81. BOARD 7: when technology makes the difference Windows Presentation Foundation Windows Communication Foundation Interactive Visualization Office 2007 Advanced Integration Users Self-Service SOA (Service Oriented Architecture) Web 2.0 Client (Silverlight) 64 bit, 128 bit cubes addressing In memory-cubes

82. BOARD:a modern SOA architecture

83. The multidimensional database:Molap, Rolap and ETL Integrated 64 bit MDB 128 bit addressing ROLAP OLE DB for OLAP MDX

84. Conclusions

86. 2D and 3D drillable charts

87. Conditional alerting and notification

88. Self-service dashboard

90. OLAP slice & dice analyses

91. On the fly ad hoc queries

92. Filtering

94. Drillable Charts, Cockpits and Bubble Charts

95. Animations and Object Containers

96. Row Charts and Thumbnails

98. Sales & Strategy Planning

99. Financial Planning & Consolidation

100. Profitability Analysis & Simulation

101. Supply Chain Management

103. Excel Off-line Planning

104. Word 2007 Add-in

105. Power Point 2007 Add-in

107. Business rules

108. Multi-users data collection

109. Scorecards and strategy maps

111. MOLAP and virtual ROLAP cubes

112. 64 bites technology, 128 cube addressing

113. In-Memory cubes

115. Visual development

117. Why Do Organizations Use BOARD? Integrating disparate data sources simple – this is what the solution was intended to do. All information resides in the Board DB – always consistent, obviates the need for a DW Meta Data stored in one place – single definition for COGS, commission calcs, etc. Approve, Reject, Review Budgets Ability to handle massive amounts of data

118. Why Do Organizations Use BOARD? Ease of Use – End User & IT Admin No coding or scripting required to customize apps Low Cost – 3 P’s People Processes Product - Licensing model based on users, not ‘Modules’ Data Write-back for Budgeting & Planning And many more features that you would expect in an Enterprise BI/CPM solution

119. DEMO

121. All-in-one Solution for BI & CPM