GP Supercharge Microsoft Dynamics ERP to Accelerate Business

GP Supercharge Microsoft Dynamics ERP to Accelerate Business Performance by Automating Budgeting and Forecasting

Our Solution, Prophix – all-in-one As more applications are built, The role of finance and its value to the business rises

What is CPM? CPM Component Functionality Planning and Forecasting Budgeting; rolling forecasts; multiyear plans Financial and Management Reporting Monthly report books; statutory reporting; variance analysis Financial Consolidations Inter-company eliminations; journal entries; multi-currency Profitability Modelling and Optimization Cost analysis; product/customer profitability; allocations Strategy Management Scorecarding; KPIs; data visualization

GP Customers

Customers

Customers

Customers

Prophix Dynamics Customer Testimonial Video`s Dynamics GP Dynamics NAV

Data Ecosystem How we integrate, build & transfer knowledge Real-time drill-down to transactions Import/Integration Wizard Source Systems (NAV, HRIS, ERP, Excel, CSV) Models Business Definitions and Calculations Reports & Templates • Input Templates • Reports • Dashboards

Top issues facing CFOs today • Prioritizing and effectively responding to the demands on the finance function • Gathering insights from the massive data streams available • Ensuring all the necessary skills and capabilities are available Source: Association of Chartered Certified Accountants and the Institution of Management Accountants Survey

Your Common Challenges § No data integration beyond the GL Reporting and budgeting is only at the GL level § Cannot go beyond the financials and heavily dependent on Excel § Difficult to consolidate data across solutions, no version control § Limited in business models and settings (Non-financial budget data (units, stats, drivers) is hard to analyze on an actual vs budget basis) • Only monthly planning, no weekly, daily plans supported § Limited solutions for business processes § No familiarity in business logic and formulas § Limited analysis and reporting, due to extensive manual manipulation of data required § No forecasting, scenario planning Reporting Budgeting Forecasting

It’s Time For Change – Supercharge Finance

Opportunities for change Reporting § § § § Comprehensive, excel like formatting and creation Dynamic reporting, easy to use for business users No maintenance Automatically integrated financial statement reporting Detailed operational reports Instant report book generation and distribution Powerful data visualizations, interactive dashboards Budgeting § § § Controlled, multi-user collaboration Self service financial analytics and data discovery One single source of truth Automate repetitive budgeting processes Intuitive business modeling Various roll-up structures and hierarchies Forecasting § § § Leverage continuous rolling and what-if scenarios Integrated reporting and planning Unlimited business modeling and forecasting logic Automated integration of actual, planned and forecasted data Collaborative accountability and increased visibility Centralized business logic

Expected Benefits Reduce reporting and planning cycle time Accelerate Analysi responses to s ad hoc information requests Minimize time to find, extract and reconcile data Data Ensure “one version of collection the truth” & reconciliation Enhance predictive analytics capabilities Improve understanding of Product and Customer Profitability Before Analysis After

NAV Customer Case Study The Customer’s Pains • Budgeting was 100% done in Excel • It was impossible to budget in multiple currencies and analyze YTD deltas between currency translation and cost variances • Department managers had limited budget vs actual reporting due to the time involved and tendency of errors in pasting actual and budget data in 20+ spreadsheet reports • Needed a single source of the truth for financial and operational data

Their Prophix Use Case • Financial reporting system of record for multiple entities across several countries and currencies • Integrated directly with NAV via ODBC • Automatically distribute budget vs. actual reports to departments, with drill-down capability • P&L, Balance Sheet, and Cash Flow Budgeting – By department, by entity, by currency • Detailed Personnel Budgeting • Importing ADP data and planning out detailed headcount • Allocations/Costing • Allocation engine to allocate labor across R&D projects

Videos Prophix Solution Videos: Corporate overview Budgeting Forecasting Reporting & Analysis Financial Consolidation Integrated Financial Planning Operational Planning

The Prophix Difference Single, unified solution Comprehensive CPM capabilities Finance – owned, less reliance on IT Direct integration & drill-back Built for collaborative workflow Prophix is with you every step of the way Multiple deployment options

Lowest Total Cost of Ownership Important total cost of ownership considerations when looking for a solution: • • • One unified product (no modules) Owned and operated by finance (limited IT) Data integration included One time, fixed fee integration services Collaborative, knowledge transfer implementation Financial experience throughout

About Prophix Established in 1987 by finance executives Laser focused on the Corporate Management Software (CPM) space Prophix empowers organizations to bring together all data sources on a single platform More than 3000 customers in over 100 countries Recognized by Industry Analysts for superior user experience Headquarters: Toronto, Canada area. Other locations: UK, US, South America, Denmark, Germany

Questions?

Thank You Picture of rep NAME Regional Manager Prophix Software Inc.

Prophix Dynamics Case Studies