The document summarizes a webinar presented by Forrester Research and Adaptive Insights on finance technology and cloud-based corporate performance management. Paul Hamerman of Forrester Research discussed trends in finance software adoption, including a growing preference for cloud-based and Software as a Service models. He outlined different strategies companies can take to deploy finance and planning solutions. The webinar then featured a case study from Boston Scientific on how they have benefited from implementing Adaptive Insights' cloud-based corporate performance management platform.

1. 1© 2014 Adaptive Insights | Confidential & Proprietary
T H E G L O B A L L E A D E R I N C L O U D B I & C P M
FP&A Power Hour
Finance Technology for Modern Enterprises
Featuring Forrester Research and Boston Scientific

2. 2© 2014 Adaptive Insights | Confidential & Proprietary
T H E G L O B A L L E A D E R I N C L O U D B I & C P M
FP&A Power Hour
Finance Technology for Modern Enterprises
Featuring Forrester Research and Boston Scientific

3. 3© 2014 Adaptive Insights | Confidential & Proprietary
Today’s Speakers
Paul Hamerman
Vice President and
Principal Analyst
Paul Turner
Senior Director
Strategy
Mark Powers
Manager
Operations Finance
Finance Technology for
Modern Enterprises
Accelerating FP&A with
Adaptive Insights
Tapping the Cloud
at Boston Scientific

4. 4© 2014 Adaptive Insights | Confidential & Proprietary
Agenda – Learning Goals
• The key trends in finance software
and what they mean to you
• The value that Corporate/Financial
Performance Management can bring
• Different deployment strategies
that you can use
• How to apply real-life examples from
enterprises that are using the cloud

5. Adaptive Insights Webinar:
FP&A Power Hour – Finance
Technology for Modern Enterprises
Paul Hamerman, Vice President and Principal Analyst
Forrester Research, Inc.
March 25, 2014

6. © 2014 Forrester Research, Inc. Reproduction Prohibited 6
Agenda
› FP&A drives financial
performance
› Trends in finance software
adoption
› Strategies to deploy FP&A
solutions

7. Finance seeks greater levels insight and
predictability as the economy is
disrupted by the digital age

8. Digital businesses of the future ride 4 key technology
trends: cloud, mobile, social, and big data
March 2013 “Capitalize On Emerging Technology For Innovation And Growth”

9. The digital economy – trends impacting
finance
• The pace of acquisitions accelerates:
• Startups and cloud companies are targets
• Traditional businesses consolidate for efficiency
• Recurring revenue replaces up-front revenue
recognition, placing pressure on profitability
• Revenue growth, cash flow, and profits lead finance
priorities
• Finance will invest in cloud-based software technology
for flexibility and growth

10. FPM helps finance add value at multiple levels
of the organization

11. © 2012 Forrester Research, Inc. Reproduction Prohibited
The Functional Scope Of Financial
Performance Management
September 2013 “The Forrester Wave™: Financial Performance Management, Q3 2013”

12. The Financial Performance Life Cycle:
Finance processes are conceptually linked across the time
dimensions of past, present and future…
August 2011 “Align Financial Processes And Systems For Better Business Value And Compliance”

13. Financial business process challenges
• Difficulty to integrate data from disparate transactional systems
• Financial and ERP software updates are costly and often deferred.
• A lengthy and complicated process to close the books
• Increasing compliance burdens (e.g., SOX, XBRL, IFRS) for
financial reporting and industry-level compliance
• Labor-intensive efforts to assemble external financial reports and
regulatory filings
• A volatile global economy, which complicates planning and
forecasting efforts
• A need for timely internal management reporting to speed decisions

14. Why companies buy FPM solutions
1. Agility: Changing business models and the need for increased flexibility
in planning and analysis drives the need for new or expanded
capabilities from the software solution.
2. Insight: Companies need relevant and timely information about how
their business is performing, with that ability to take corrective and
accelerating actions.
3. Obsolescence: Products that have been poorly maintained, heavily
customized, or reach end-of-life due to outdated technology. Customers
may be looking for an alternative deployment model (e.g., SaaS) to
reduce support resource requirements.
4. Efficiency: Companies struggle with labor-intensive processes that are
heavily dependent on spreadsheets and email
5. Regulation: Disclosure and accounting regulations, typically imposed
by national securities regulators and industry oversight (e.g., banking,
insurance, utilities).
14

15. © 2014 Forrester Research, Inc. Reproduction Prohibited 15
Agenda
›FP&A drives financial
performance
› Trends in finance software
adoption
›Strategies to deploy FP&A
solutions

16. Source: Forrsights Software Survey, Q4 2013
Companies of all sizes invest in planning,
budgeting and forecasting software
9%
12%
12%
9%
33%
23%
3%
5%
8%
6%
12%
36%
28%
6%
Not interested
Interested but no plans
Planning to implement in a year or more
Planning to implement in the next 12 months
Implemented, not expanding
Expanding/ upgrading implementation
Don't know
Base: 1,811 at companies with 20 or more employees
>1000 employees
< 1000 employees
What are your plans to adopt the following packaged applications
(Planning, budgeting and forecasting):

17. Cloud-based software growth indicates an exodus from
traditional software consumption models
July 2013 “A Mixed Outlook For The Global Tech Market In 2013 And 2014”

18. SaaS spending is growing, but the
majority remains on-premise

19. Companies Look To SaaS To Improve Agility And
Speed
Source: Forrsights Software Survey, Q4, 2013
Base: 1,417 enterprise and SMB companies
57%
67%
69%
68%
69%
72%
75%
Ability to substitute upfront costs with
regular monthly payments
Lower overall costs
Faster delivery of new features and
functions from SaaS/as-a-service…
Support business innovation with new
capabilities
Allows us to focus resources on more
important projects
Speed of implementation and
deployment
Improved business agility
Agility
and
Speed
Cost
“How important were the following benefits in your firm's decision to use
SaaS?”

20. © 2013 Forrester Research, Inc. Reproduction Prohibited 20
SaaS is already well-adopted within Finance

21. © 2013 Forrester Research, Inc. Reproduction Prohibited 21
SaaS adoption in Finance, ERP and BI is
growing rapidly

22. Benefits of putting financial systems in
the cloud
› Business flexibility improves with software that is
designed to be managed by business people
 Less dependence on internal IT for systems
support
› Systems are upgraded and updated regularly –
reduced obsolescence
› Transparent cost of ownership via subscription model
› Modern integration technology allows more frequent
updates and better connections to internal and external
stakeholders
› Business insight delivered quickly and in context

23. © 2014 Forrester Research, Inc. Reproduction Prohibited 23
Agenda
›FP&A drives financial
performance
›Trends in finance software
adoption
› Strategies to deploy FP&A
solutions

24. 3 models for FP&A Systems
1. ERP-centric, global
instance
2. Hub-and-spoke 3. Hybrid using
best of breed in the
cloud
Corporate
Accounting
System
FPM
Corporate
Accounting
System(s)
Consoli-
dations
Unit 1
Unit2
Unit3
Accounting
System(s)
PBF
Analytics
Consoli-
dations
Corporate
Planning
System(s)

25. In the hub and spoke deployment model,
cloud adoption typically starts within a
business unit and expands
Unit 1 Unit3
Corporate
Planning
System(s)
Unit 2

26. Hybrid strategy for enterprises: loosely-
coupled financial systems, leveraging
cloud and on-premise software
Corporate
Accounting
System
Revenue &
Operations
External Reporting
and
XBRL
Planning, Budgeting &
Forecasting
CRM
Divisional
Accounting
Systems
Divisional
Accounting
Systems
Divisional
Accounting
Systems
Performance
Analytics
Financial
Consolidations
eCommerce

27. Recommendations
• Assess the health of your current set of financial
applications and processes
• Automate compliance-oriented processes to drive
efficiency from “close to disclose”
• Innovate your financial reporting and delivery
capabilities with advanced analytics technology
• Leverage modern cloud software solutions to
increase flexibility and continuously keep the
software up-to-date
• Choose a deployment model that fits your business
model – centralized, hybrid, or hub-and-spoke

28. Thank you
Paul Hamerman
phamerman@forrester.com
Twitter: @paulhamerman

29. 29© 2014 Adaptive Insights | Confidential & Proprietary
Adaptive Insights Overview
Using the Cloud to Drive CPM

30. 30© 2014 Adaptive Insights | Confidential & Proprietary
We Help Organizations
Transform Efficiency
Customers Success Product
Partners Backing Analysts
1½ FTEs
Freed up to focus
on strategy
100+hrs
Less Finance effort
20wks
Less planning and
reporting
83%
Faster forecasting
103
Days to report
75%
Fewer
Spreadsheets

31. 31© 2014 Adaptive Insights | Confidential & Proprietary 31
Complete Integrated Suite
 Unified BI & CPM
 Built for the cloud
 Powerful & flexible
 Intuitive experience
 Continuous innovation

32. 32© 2014 Adaptive Insights | Confidential & Proprietary
2,000
customers
200+
partners
50%+
growth
85
countries
#1
share
Our cloud business analytics platform empowers management
teams to transform their planning, reporting, consolidations
and analysis – improving productivity, costs & decisions.
THE GLOBAL LEADER IN CLOUD BI & CPM

33. 33© 2014 Adaptive Insights | Confidential & Proprietary
Enterprises Run Adaptive

34. 34© 2014 Adaptive Insights | Confidential & Proprietary
T H E G L O B A L L E A D E R I N C L O U D B I & C P M
Tapping the Cloud at Boston Scientific
Mark Powers, Manager, Operations Finance

35. 35© 2014 Adaptive Insights | Confidential & Proprietary
Q&A

36. 36© 2014 Adaptive Insights | Confidential & Proprietary
Additional Information

37. 37© 2014 Adaptive Insights | Confidential & Proprietary 37
Paul Turner
Sr. Director of Strategy
pturner@adaptiveinsights.com
Talk to us anytime!
Take the Next Step!
 Visit Adaptive Insights Web Site:
– Complete Demo:
http://www.adaptiveinsights.com/demo_recorded.php
– Free Trial:
http://www.adaptiveinsights.com/enterprise_trial/
 Don’t forget to…
– Download your copy of the Forrester report,
“Planning, Analysis, And Reporting Solutions Drive
Financial Performance Management”
– Complete the short survey at the end of this webinar
for CPE credits

38. 38© 2014 Adaptive Insights | Confidential & Proprietary
Thank You. Be Adaptive!