Business Intelligence CPM Flex Welcome Introduction About Vivid

Business Intelligence | CPM | Flex

Welcome § Introduction § About Vivid Reports and Products Overview § Live Demonstration ü Vivid Reports CPM – Financial Reporting ü Vivid Reports CPM – Budgeting § Q&A Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

About Vivid Reports q Advanced Business Intelligence and Financial Reporting and Budgeting software • Founded in 1999, moved to. Net and SQL in 2008 • Sophisticated tools that are easy-to-use and deploy • Options for Saa. S and web deployment q Excellent support & services to ensure ongoing satisfaction • Knowledgeable staff that goes an extra step to improve vs just solve • Highly responsive support team q Customer base • 12, 000+ active end-users • Customer size ranges from one user to 700 users • Very high customer retention with many customers for over 15 years Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

Valued Customers Entertainment Manufacturing Charitable Organization Health Care Automotive Education Investment Firms Banking and Finance Wholesaler / Distribution Copyright © 2018 Briscoe Solutions Inc. All rights reserved. Retail Security Industry Logistics

Corporate Performance Management Flexible Reporting ü Based on General Ledger ü Works with any Data ü Financial Reporting ü Operational Reporting ü Integrated Analysis Tools ü SQL / Query Writer ü Budget and Forecast ü Connect Information ü Advanced Security ü Write Back Capabilities ü Report Automation Create a single comprehensive report by combining both Financial and Operational information! Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

Vivid Reports works with your ERP 100, 300, 500, X 3 7. 3, 7. 4, V 8, E 9, E 10 Copyright © 2018 Briscoe Solutions Inc. All rights reserved. GP, AX, NAV, SL

Easy Implementation ü Fully Integrated “out of the box” with since 2001 ü CPM installs within 2 hours – Training could be completed in as little as 4 – 8 hours ü Flex installs within 1 hour ü Drill Down right from Excel to transaction / journal details, subledger (AP, AR) information, and even to external databases with Flex ü Proven training program, documentation and support to ensure success and full potential ü Viewer with Drill-Down users can be trained in 15 to 30 minutes Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

CPM – Reporting Features ü Enables Dynamic Reporting with results flowing directly from the ERP ü Control Panels (Trees) – provide easy and intuitive report navigation ü Numerous Analysis Features – drill-down (accounts and transactions), trend analysis, report analyzer, Drill-To-Flex, Drill-To-Document-Image… ü Automation – allows reports to be e-mailed, printed, and saved including to PDF ü Fully integrated with Excel – leverage rich formatting, graphs, and functions ü Web Viewer – navigate reports including drill to transactions via the web ü Simple Report Design – permits non-technical users to manage all aspects ü Robust Security – user / role management, change audit, and SOX compliant Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

CPM – Budget Features ü Budgets are created in Excel with results stored on the server ü Develop multiple budget plans and scenarios: § Traditional annual budget § Forecasts § Rolling budgets § Multi-year plans § “What if” scenarios ü Capture budget transactions (positions, projects, assets, events, etc. ) ü Document your thoughts and assumptions with budget notes ü Attach documents (contracts, supporting schedules, etc. ) to individual budget accounts ü Audit trail of budget changes is automatically maintained ü Budget by any combination of accounts ü Quickly develop budgets and forecasts using history or revising existing plans ü Easily distribute and share budget templates for input from your team Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

CPM – Database pre-configured and installed “out of box” for over 50 ERP Database 1 REPORTING ENGINE DATA PROCESSING ERP Database 2 VIVID BUDGETS ü Update right from Excel anytime ü Schedule the Updates ü Update is incremental and Fast Copyright © 2018 Briscoe Solutions Inc. All rights reserved. SECURITY ü Transforms data for Better Performance ü Provides enhanced Security ü Information is Centralized

Vivid Reports compared to FRx / MR Microsoft Excel Based – Leverage Excel’s features and functionality, work right in Excel, No Exporting required. Easy to learn Simplify – Fewer Definitions, Fewer Reports, Fewer Files, Better Information Speed and Performance Budgeting & Forecasting Functionality New and Advanced Features – Drill Across, Drill Image, ü ü Report Check, Definition Import… ü Superior Technology – MS SQL Server, . NET, ü 64 Bit compliant Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

User License Types Copyright © 2018 Briscoe Solutions Inc. All rights reserved.

Thank you! Christine Boisvert Technical Sales Analyst - Report Trainer Christine. Boisvert@vividreports. com +1 204 975 9409 EXT: 108
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