Prophix Corporate Presentation Date Customer Logo Centered Horizontally

Prophix Corporate Presentation Date Customer Logo Centered Horizontally in this space

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

Leveraging Corporate Performance Management (CPM) An integrated CPM system, the backbone of your management operating system, is the foundation for building an agile enterprise – Pw. C CPM has two main objectives, both resulting in greater organizational agility and more-insightful financial analyses: § Supports more-efficient financial processes and provides related control and transparency (tactical goals) § Enables competitive advantage by providing critical performance management capabilities(strategic goal) – Gartner

Your challenges (Use this slide to highlight the challenges that your prospect has identified – see samples in next 2 slides) [Example] • Finance struggles to provide strategic value • Limited by ineffective resources and tools • Unable to get the data required leading to missed opportunities

[EXAMPLE] High-Level Needs Analysis: What We Heard… Key Challenges Desired Capabilities • Business user accessible, intuitive and easy to use, multi user • Single source of truth, integrating multiple disparate data sources • • Automated workflow management Cannot do planning allocations due to complexity/ potential for error in Excel • Seamless and automatic roll-up and consolidation • Monthly reporting package creation/ distribution requires extensive effort • Automated and powerful data manipulation tools • Ad-hoc analysis is challenging due to extensive manual manipulation of data required • Streamlined monthly report generation and distribution • Not currently doing forecasting and what-if analysis • Self-service reporting, analysis and decision support • Quick and easy forecasting, what-if scenario capabilities • Manual data extraction/ transformation into Excel from multiple data sources, heavy IT involvement • Complex models, formula errors/ calculation integrity, single-user • Consolidating budget inputs and managing process is time-consuming. • Flexible budgeting/ reporting at different levels of detail

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

The CPM maturity model 5% 25%

The Gartner CPM Maturity Model & Prophix – all-in-one As more applications are built, The role of finance and its value to the business rises

Customers with Prophix

Why can’t everyone progress? • Capability • Cost • Access to Data 25% 5%

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

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

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

Prophix…CPM software with the right balance of simplicity & depth • • Beautiful Easy Powerful Collaborative For Everyone!

Contact info: Your name here Title Telephone: +1 (xxx) xxx-xxxx +1 (800) 387 -5915 ext. xxx Email: xxx@prophix. com

Additional resources

Customers

Construction and Engineering

Construction and Engineering Detailed revenue planning and forecasting • Generating cash flow forecasts • Consolidating and reporting project costs • Managing personnel costs and performing allocations across projects • Planning for new projects, and performing whatif scenario analysis of key project cost drivers on costing

Defense

Defense Detailed revenue planning and forecasting • Reporting and planning for Inter-trading • Budgeting of costs – including personnel – across changing business entities • Sales order tracking, reporting, drilldown and assessment across different currencies on costing Understanding resource availability

Education

Education Detailed revenue planning and forecasting • Planning detailed faculty employment costs and benefits, performing allocations across programs • Budgeting by academic units, departments, school districts, campuses, and programs • Accurate cash flow forecasts for student enrollment, public and private funding, planned faculty costs, and expected capital expenditures on costing

Financial Services

Financial Services • Measure product and service line profitability • Determine risk exposure • Balance sheet forecasting

Healthcare

Healthcare • Manage complex consolidations • Integrate data from multiple data sources • Handle highly detailed allocation methods due to industry regulations • Address complex budgeting practices based on visits etc.

High Tech

High Tech • Analyze revenue by product offering and future growth opportunities • Report on key KPI metrics • Model revenue recognition and subscription pricing • Track and plan by billable hours, billable rates and utilization rates • Create an effective forecasting billing process

Life Sciences

Life Sciences • • Measuring product line profitability Controlling research and development costs Predicting cash flow variability Effectively managing government regulation

Manufacturing

Manufacturing • Detailed revenue planning and forecasting • Precise product and production costing • Understanding resource availability

Media & Entertainment

Media & Entertainment • • Minimize risk exposure Manage international audiences and revenues Benefit from R&D Maintain financial strength

Not-for-Profit

Not-for-Profit • Manage fluctuating cash flows • Create detailed revenue forecasting • Gain efficiency through KPI analysis

Professional Services

Professional Services • • • Analyze revenue and future growth opportunities and Report on key KPI metrics Determine margin and contribution by resources, by project Track and plan by billable hours, billable rates and utilization rates Create an effective forecasting process Utilize in-depth professional service reports on costing and personnel expense management

Utilities

Utilities • Measure and analyze KPIs • Capitalize on revenue planning • Effectively manage resources

Prophix Implementation Methodology

Prophix Implementation Methodology • Empowering the office of finance… Minimal IT involvement - Maximum user ownership • Collaborative build for knowledge transfer & self-sufficiency • Financial expertise in our DNA

Prophix Implementation Methodology • Limited (If any) IT support required – No custom programming required – MS Smart Client technology ensures smooth upgrades • Support for Success – Easy to access (on-line, hot-line, on-prem) support for ongoing training or assistance – Customer Empowerment Webinars – Over 2, 600 implementations to draw from

Implementation Methodology Initiation Discovery Baseline Project Plan PS Confirmation Email Business Requirements Document Execution Administrator Training Build & Unit Test Status Meetings Discovery Agenda Solution Design Pre-BRD Prophix Installation Change Management Design Review UAT Deployment Finalizing Documentation Go Live Support Solution Training Project Sign-off End User Training Solution Deployment