Moving Beyond FRx and Forecaster - Learn how to optimize budgeting, forecasting & reporting processes. learn more about Canada’s leading CPM solution, Prophix Software, a complete Microsoft based performance management solution for: Budgeting Strategic and Operational Planning Forecasting Reporting Data and Financial Consolidation Personnel Planning Whether you work in Finance, Operations or HR, PROPHIX can quickly help drive significant business improvement. Let us show you how. www.RSC.com @RSCGroup

1. Moving
beyond
Excel,
FRx
and
Forecaster
Prophix
So3ware
–
Corporate
Performance
Management
SoluBon
AUGUST
24,
2012

2. PresentaBon
Overview
INTRODUCTIONS
CHALLENGES
PROPHIX
PROPHIX
SOLUTION
CASES
Q&A

3. INTRODUCTIONS
DENNIS
TSEN
RSC Group
Practice Lead, Business Intelligence and Corporate
Performance Management Team
ERIC
X.V.
NGUYEN,
CMA
Prophix Software
Director, Solutions Engineering

4. CHALLENGES
1. Non-intuitive and technical
2. Broken links and formulas
3. Slow running reports
4. Limited planning functions
5. Manual processes
6. Limited to financial planning
7. Multiple applications

5. SOLUTION
1. Drag and drop interface
2. Robust reporting
3. Facilitate a robust workflow to help manage the
budgeting cycle
4. Dissemination of reports and budgeting templates
5. Combining financial and operational plans
6. Single integrated solution

6. Prophix

7. Prophix at a glance
2011 Microsoft
ISV of the Year

8. Prophix: A complete solution
• Build on Microsoft SQL
Server, Analysis Server
platform
• Most widely deployed
database/BI platform
• One, fully featured
product, zero add-ons

9. ERP Integration
& Prophix Reporting

10. Data
ETL & Data Import
Financial
Model
Source
System
Matching
Fields
Target
Model
10

11. Prophix Automation
Capabilities
Report
Process Execution
Binders
Workflow
Data loads from source
Scheduling
Business
Rules
DefiniBon
Business Rules
Allocations & Eliminations
Currency conversion
Scenario Analysis
Prophix
Distribution
Automation SharePoint
System PDF Reports
Excel Workbooks
PROPHIX Templates

12. Unified Reporting, Budgeting, Planning &
Business Intelligence
Many
capabiliKes
from
a
single
Report

13. Unified Reporting, Budgeting, Planning &
Business Intelligence
Many
capabiliKes
from
a
single
Report
Drill-­‐Across
Ad
hoc
Graphs
&
KPIs
Dashboard
Excel
PDF
SharePoint

14. Template Designer

15. Report Binder

16. Go to Software

17. Benefits of Using Prophix
ReporKng
&
Analysis
Report
Building
-­‐
One
Version
of
the
truth
-­‐
No
experBse
required
to
build
new
-­‐
Flexible,
Robust,
Easy
to
use
reports
-­‐
Self
collaBng
report
distribuBon
-­‐
Easy
to
update
reports
for
changes
-­‐
No
experBse
required
to
build
new
reports
-­‐
Excel
look
and
feel

19. Security & Budgeting Templates
Executive Finance Manager
Org Security: Finance
Can see every department Receives only the Finance
Department report
Admin
Send out a single report to HR Manager
budget managers with all the
departments in the reports Org Security: HR
Receives only the HR
Department report
Sales Manager
Org Security: Sales
Receives only the Sales
Department report
IT Manager
Org Security: IT
Receives only the IT
Department report

20. Budgeting Framework
Headcount
Fixed
Asset
Planning
Capital
Planning
Balance
Sheet
Cash
Flow
Statement

21. Go to Software

22. Benefits of Using Prophix
BudgeKng
and
Planning
-­‐
Scenarios
&
versioning
-­‐MulB-­‐user,
security
defined
-­‐Fully
integrated:
Revenue,
Project,
capital,
payroll,
OpEx.
-­‐Saves
Bme
-­‐More
meaningful,
accurate
budgets

23. CASES
More
case
studies
on
the
RSC
Group
Blog

24. Questions?
Thank
You
for
aSending
today’s
webinar
Have
more
quesBons?
Get
in
touch:
kamils@rsc.com
Twi`er:
@RSCGroup
RSC
Group
Prophix
Blog