Prophix Corporate Presentation Final May 2014 Customer Logo

Prophix Corporate Presentation Final – May. 2014 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 about their firms from the massive data streams available to today's companies • Ensuring 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: § It supports more-efficient financial processes and provides related control and transparency (tactical goals) § It 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 Analysis After

The CPM maturity model 5% 25%

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

Why Prophix? • Capability • Functionality to address ALL models • Enables your move through the CPM Maturity Model • Complex modeling at daily and/or weekly levels possible • Cost – Configure don’t customize – No additional software to buy… ever • Access to data • Full integration to all systems as often as is required • Simple and automated • No security risk

Customers with Prophix

Representative Customers

Education Customers

Education Customers 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

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

Manufacturing

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

Financial services

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

Life Sciences

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

Not-for-profit

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

Utilities

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

Media & entertainment

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

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

Healthcare

Healthcare • Manage complex consolidations typical of the complex, multiple ownership interests in medical practices and hospitals • Integrate data from multiple data sources based on the many entities involved for a health care company (and therefore possibility of multiple GL systems) • Handle highly detailed allocation methods due to industry regulations, or other arrangements • Address complex budgeting practices based on expected hospital visits, type of visit, and duration of visit.

About Prophix…our solutions

About Prophix • Established in 1987 in Toronto, Canada • Prophix serves more than 2, 500 customers in over 92 countries • International presence with offices in UK, Denmark and Brazil • Privately held • In 2013, Prophix was awarded the following:

About Prophix Ø Privately held company established in 1987 in Toronto, Canada Ø Prophix serves more than 2, 500 customers in over 94 countries across all industries Ø International presence with subsidiary offices in London, Denmark and Brazil Ø Recent awards for Prophix Ø Business Finance Awards finalists in 2013 and 2015 Ø British Accountancy Awards finalists in 2012, 2013, and 2014 Ø Recognized by PROFIT 500, Software 500, and Branham 300

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