Finance executives today are helping to develop corporate strategy and then funding and executing that strategy through financial planning and performance management. As a result, finance executives are becoming increasingly responsible for IT initiatives. Technologies like big data, cloud, mobile, and social computing are transforming how business is done today, and each has far-reaching implications for finance.

2. Today’s strategic role of finance
“In 2013 and
beyond, finance
will “assume a
leadership role in
vetting the new
data assets
driving business
decision-making
processes.”
-IDC , 2013 CFO
Predictions
55
of CFOs
llllllllllllllsurveyed
cited
llllllllllllllenabling
corporate and
business unit
strategy in their
top three
business support
priorities.
Deloitte, CFO Signals,
2013 Q1
of CFOs
surveyed rank BI,
analytics and
performance
management as their
top technology
initiatives.
Gartner, FEI CFO Technology
Study, May 2, 2013, G00247927
Budget forecasting
Globalization
Lower or maintain CAPex
Compliance
Efficiency
Cloud
Healthcare costs
Tight credit markets
Security Social
Mobility
Control
Talent operational
Management
Lower CAPex Collaboration
and strategic
Insure ROI, Manage TCO
risk
ROI / TCO
“The CFO is now expected to be a key strategist and leader, shape overall strategy and direction,
and act as an agent of change who can instill a performance-driven culture throughout the
company.” - Accounting Principals

3. Using technology to execute corporate strategy and
enhance performance
Mobility
Data
Turning data into
business insights and
impact
Cloud
Enhancing scalability,
agility and transparency
with cloud computing
Increasing productivity
and lowering costs with
secure anywhere,
anytime mobile access
Social
Adding value to the
employee and customer
experience through social
media

4. The journey from insight to impact
Finance at Microsoft
Discipline at the core
Flexibility at the Edges
IT Control:
End User Agility:
•
•
•
Connect & Integrate
Monitor & Govern
Deploy & Scale
•
•
•
Search & Analyze
Share & Collaborate
Access on any device

5. Harness technology to achieve business goals
Enable better
decision making
Assess and
control risk
Optimize
efficiency
• Translate data into
insight and business
impact
• Control risks with selfservice and
automated tools
• Optimize business
efficiency and IT
resources
• Streamline processes
with collaboration
tools
• Drive growth while
mitigating risk
• Transform your
business with a
connected platform
• Give all employees
anywhere, anytime
access
• Reduce costs with
unified
communications tools
• Accelerate information
sharing and innovation
“Information technology and business are becoming
inextricably interwoven.”
Bill Gates, Microsoft
5

6. Achieve business growth and operational goals with timely, easy
access to information that drives impact.

7. Translate data into insight and business impact
Use data visualization tools to provide the right insights, to the right people, at the right time
on any device.
Your executives and unit
managers want the realtime data to make agile
business decisions, but
they often have to wait
for IT to manage data
collection, analysis and
reporting.
To drive faster, better
decisions for all, powerful
BI capabilities in familiar
tools let more users easily
find and work with all
data types securely from
anywhere, on any device,
while IT maintains control
and oversight.
By integrating data insight
tools with Lync’s
collaboration capabilities,
users can find information,
share insights, and work
online with peers in realtime for enhanced
productivity and better
decision making.
Companies that
are more satisfied
[with their ability
to analyze risk] are
moving into visualanalytics reporting
so they can work
their way through
the data in an
accessible way.
PricewaterhouseCoopers
survey, Risk in Review Series:
Global Risk In The
Transformation Age

8. Manufacturer uses timely customer insight to grow
Self-service data visualization tools provide broader use of data at a lower cost
Results
Objectives
Tactics
• Improve analysis of customer service
data
• Use data to determine growth
opportunities
• Improve customer service delivery
Empower business
users to quickly
compile and analyze
data on their own
without having to rely
on IT staff.
“By using Power View, our
business users can immediately
gain clear views of data. This
increases the speed of decision
making and dramatically
reduces operational workloads
and costs.”
Toshihiko Nakazawa
Customer Satisfaction (CS)
Planning Director
“In strengthening our BI infrastructure and connecting it to the Microsoft products we have, we
have created an environment where users can better realize the value of our information tools.”
– Mr. Takahiko Akiyama, ICT Department Manager, CS Planning Division

9. Streamline processes with collaboration tools
Ensure ‘one version of the truth’ and share learnings within your finance department
You are presenting the
monthly revenue
numbers to your
executive team. The CEO
notices an anomaly and
you quickly find the
owner of the information
in question to understand
what happened.
You connect online and in
seconds, you have
communicated the issue
via Lync. To dive deeper,
you share your desktop,
and together you review
the Excel spreadsheet to
find the issue.
The issue is resolved in
minutes and, still engaged
in the meeting, you explain
why the number isn’t as
expected. You share this
with your finance peers via
a private Yammer group
as a learning.
“Advanced
software
applications can
streamline
processes and
contribute
significant
value.”
CFO.com, “Essentials Of
Financial Consolidation
Applications”

10. Efficiently and confidently control risk across traditional finance
functions and company-wide strategy and performance initiatives.

11. Control risk with self-service and automated tools
Tear down silos and give employees information they need at their fingertips
Image here
Your company annually
distributes a paper based
anti-corruption policy and
form to complete when
giving gifts. Unaware of
the policy, a new sales
employee gives a trip to a
government official; this is
leaked to the press.
Image here
To mitigate future risks, a
SharePoint self-service
portal is created with the
anti-corruption policy and
an online form. This
becomes part of new
employee orientation
and annual employee
training.
An automated approval
workflow is instituted for
all gifts to government
officials. Requests and
approvals can be tracked
in real-time, providing
additional risk mitigation.
“The key
message is to…
proactively
adapt and
adopt your
governance,
monitoring and
policy models.”
CFO.com, “Emerging Tech:
Are CFOs Blind to the
Risks?”

12. Construction leader exceeds 300% return on investment
by automating compensation processes
FPO
FPO
Objectives
•
•
•
Tactics
Improve compensation workflow
processes and employee access to
compensation information
Reduce management costs
Reduce dependency on highly
trained experts
Replace manual, siloed,
and paper-based
processes with a
Business-Critical
SharePoint and
mobility solutions
Results
•
•
•
•
Provided secure, self-service
access to compensation
processes for all employees
across multiple devices
Improved employee
satisfaction and productivity
Maximized the value of existing
IT systems
Achieved tremendous cost
savings
“I can’t believe how quickly MyOVS had things up and running!”
– Jane Cicinelli, VP of Human Resources, NPL Construction Company

13. Drive growth while mitigating risk
Leverage big data and risk analysis tools to gain holistic view of opportunities
Your company is
considering extending its
mobile payment
capabilities to a new,
international region; fully
understanding the risks
and opportunities is key
to the initiative's success.
Your team analyzes
current revenue data and
public data on customer
demographics using Excel
with Power View. You then
assess security and
privacy aspects, and save
the report to your
SharePoint finance portal.
You review the report
with the executive team
and drill down into both
revenue potential and
risks, giving a holistic
view of the opportunity
and how to mitigate risk.
“The ability to
predict financial
outcomes has
become as
critically
important as
bottom-line
financial
efficiency”
IDC, “How CFO Priorities are
Shaping IT Funding
Strategies”

14. Bank gains insight needed to balance risks and returns
while boosting competitiveness
FPO
FPO
Objectives
•
•
•
•
Achieve greater operational insight
Increase efficiency and accuracy
Facilitate innovation and agility
Deliver competitive offerings with
less risk
Tactics
Replace legacy reporting
system with the dynamic
reporting and analytics
capabilities of Excel 2013
and SQL Server 2012 with
Power View and
PowerPivot for Excel
Results
•
•
•
•
Enabled financial staff to
quickly access, create, share,
and explore multidimensional
reports
Updated profiles in Active
Directory to control access to
BI and posted reports
Reduced the time to produce
accurate insights by over 50%
Transformed departmental
collaboration on services
“Employees can instantly drill down and see the calculations and data points behind report values.
As a result, we’ve improved BI accuracy, especially in our consolidated profit-and-loss statements.”
– Jonathon Bellisha, Chief Technology Officer, Union Bank of Israel

15. Transform your business with a connected platform
Meet today’s high expectations for managing costs with an ERP solution that allows users across
the enterprise to operate at continual peak performance.
Your company has many
different systems for
activities such as sales
forecasting and financial
reporting. You need a
real-time view into your
business, but instead
receive quarterly reports
that take days to create.
You deploy a Dynamics ERP
solution that brings all of
your information into one
place, giving the added
advantage of automated
processes, predictive
analytics, and role-based
tools.
With instant access to
company performance
data, you can respond
quickly and effectively to
market trends – enabling
your company to better
serve your partners and
customers.
“ERP can
improve the
process-driven
ways of old,
and allow the
event-driven
possibilities of
tomorrow.”
Deloitte, “The ERP
Evolution”

16. Revlon consolidates ERP to turn data into information
and information into action
Objectives
•
•
•
Tactics
Create a single ERP solution to
provide global subsidiaries the
same information
Enable agility to react quickly to
fast-changing markets
Provide subsidiary specific solutions
Results
Local ERP systems
consolidated into
Microsoft Dynamics AX
with a solution tailored
to business processes
and local subsidiary
requirements.
•
•
Streamline and improve
decision-making
Provide flexibility for local
requirements
“How well you wield your information drives how good your decisions are.”
- David Giambruno, Senior VP and CIO, Revlon

17. Increase productivity and lower the cost of doing business within your
Finance operations and across the company

18. Optimize business efficiency and IT resources
Leverage the cloud to scale and achieve IT efficiency across the enterprise
Online competition is
eroding your sales. Your
company needs to
modernize how it
engages with customers,
and ensure that your IT
systems can support
these new initiatives.
All sales people are
equipped with devices
and applications that
show a real-time view of
inventory, competitor
pricing, and more.
Enabling this behind the
scenes is a scalable
hybrid cloud solution.
As a result, your customer
purchase frequency and
size increases. Your CIO
reports that the hybrid
cloud solution allows IT to
shift resources to
supporting new business
initiatives.
“Imagine being
able to
remember
a time when
enterprise
software
and hardware
upgrades were
needed.”
Paul A. Robinson
Global Technology Lead
Deloitte

19. Luxury sports car manufacturer drives collaboration and
speeds business processes worldwide
FPO
Results
•
Objectives
•
•
•
Foster innovation with collaboration
Implement security policies across
devices to protect intellectual assets
Enable IT resources to improve
processes and focus on strategic
initiatives
Tactics
Provide easy access to
business-critical
productivity tools and
enhanced security and
reliability with Office 365,
Lync and SharePoint
•
•
•
Provided employees anytime,
anywhere access across
multiple devices
Enabled Lync federation to
external partners
Enhanced security and
compliance procedures
Simplified IT administration and
refocused resources on higher
value projects
“Office 365 gives our employees the technology they need and we don’t have to worry about it.
We don’t think about storage, capacity planning, external access, or downtime. It’s a real luxury.”
– Daniel Roach-Rooke, IT Infrastructure Manager, Aston Martin

20. Give all employees anywhere, anytime access
Leverage cloud productivity to provide real-time information access while reallocating
IT costs
Your company has
remote employees who
need access to content,
collaboration tools, and
customer relationship
management information
to address customer
service inquiries.
You leverage mobile
devices and cloud
productivity tools to give
all employees secure
access to internal
information anytime,
anywhere and on any
device.
As a result customer
escalations have been
reduced, all employees
have access to the same
information, and you have
transferred a portion of
your IT spend from your
CAPEX to your OPEX
budget.
”Just having mobile
access to e-mail is
profoundly
insufficient for
increasing
productivity and
producing betterinformed
employees.”
Strategic Growth Concepts,
“Mobile Technology for
Increased Productivity &
Profitability

21. Global engineering company to deploy strategic
collaboration initiative worldwide
FPO
FPO
Objectives
•
•
Provide a single platform for
productivity, communication, and
collaboration in the cloud
Embrace enterprise social
networking solutions
Tactics
Transition from
multiple collaboration
and messaging
solutions to Office 365
integrated with
Yammer
Results
“Office 365 and Yammer will
enable us to transform
communication and
collaboration among our
employees, surfacing the best
and most innovative ideas across
the organization.”
Andy Tidd
Chief Information Officer
ABB Group
“ABB’s decision as a global technology leader to deploy Office 365 and Yammer will help it
empower employees with new ways of working via enterprise social and the cloud.”
– Kevin Turner, Microsoft Chief Operating Officer

22. Reduce costs with unified communications tools
Enhance enterprise-wide productivity and achieve cost savings with a modern, unified
communication and collaboration (UCC) strategy
Your company’s travel
costs have increased
substantially as your
business expands to new
markets. Real-time
communication is
challenging - phone and
email is not enough.
You implement a unified
communications
platform based on
Lync. The geographical
barriers have been
removed and employees
can communicate and
collaborate with anyone,
anywhere, anytime.
Your company has
reduced travel costs by
15 percent and, your
traditional PBX phonerelated costs have been
cut in half.
“61% of surveyed
IT decisionmakers cited
measurable cost
savings, employee
uptake and
employee
productivity
following major
UCC investments.”
CFOInnovationAsia.com,
June 2013

23. Helly Hansen accelerates business with hosted
communication and collaboration solutions
Objectives
•
•
•
Update aging, unreliable email and
telephony systems
Reduce costs
Focus small IT staff on higher value
initiatives
Tactics
Results
Adopted Office 365,
Lync and SharePoint to
enable live meetings,
desktop sharing and
project management
tools for global teams.
•
•
•
Improved communication
Accelerated business processes
Transformed travel culture,
reducing travel costs by 10 to
15 percent.
“It is important for everyone to have a Lync-certified endpoint to make their experience as
good as possible …. We really appreciate the variety of devices that we can use with Lync.
– Sandy Abrahams, IT Director, Helly Hansen

24. Accelerate information sharing and innovation
Provide employees instant access to information and idea sharing with internal
social tools
Due to several
acquisitions, your
company has grown
causing employees to
become disconnected
from one another.
You adopt a social
collaboration platform
where ideas and
information can be
shared, transcending
organizational and
geographical silos.
Within weeks employees
are asking each other
questions, coordinating
projects and collaborating
with one another,
improving overall
business health.
“Individual
empowerment
will accelerate
substantially
during the
next 15-20
years.”
National Intelligence
Council, Global Trends
2030: Alternative Worlds

25. Xerox accelerates innovation with Yammer
Objectives
•
•
Connect employees with the people
and information they need in order
to excel
Merge two company cultures
following an acquisition
Tactics
Results
Deployed Yammer as a
go-to place for
employees to connect
globally and innovate
together.
•
•
•
Accelerated innovation
Streamlined information flow
Merged communications
across two companies
“There’s no question Yammer has helped us reduce the time it takes to go from a new idea or
call to action to execution. It accelerates innovation.”
- Gregory North, Vice President of Corporate Lean Six Sigma and Business Transformation, Xerox

26. Reimagining with Microsoft
Consumers + Business
Culture of reliability, security and privacy
Enabling you with seamless, differentiated business solutions
Personal focus | Consistent experience | Global excellence

27. Imagining the possibilities, together
How will devices + services help you to reimagine the future?
+

28. Next steps
With a complete data
platform, drive faster
business insights for
all using familiar tools
like SQL and Excel
with Power View.
Enhance productivity
with the cloud and
Office 365 and
leverage SharePoint
and Lync
collaboration tools.
Develop an
enterprise social
collaboration
strategy that will
capitalize on
products you
already own.
Learn more about the
Microsoft Dynamics
AX ERP solutions for
Finance.
Modernize your
line of business
applications to
increase business
efficiency.