Moving Beyond Excel, FRx and Forecaster
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Transcript of Moving Beyond Excel, FRx and Forecaster
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Moving beyond Excel, FRx and Forecaster
AUGUST 24, 2012
Prophix So3ware – Corporate Performance Management SoluBon
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PresentaBon Overview INTRODUCTIONS
CHALLENGES
PROPHIX
PROPHIX SOLUTION
CASES
Q&A
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INTRODUCTIONS
DENNIS TSEN RSC Group Practice Lead, Business Intelligence and Corporate Performance Management Team
ERIC X.V. NGUYEN, CMA Prophix Software Director, Solutions Engineering
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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
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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
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Prophix
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2011 Microsoft ISV of the Year
Prophix at a glance
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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
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ERP Integration & Prophix Reporting
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ETL & Data Import
Source System Matching Fields
Financial Model
Target Model
Data
10
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Prophix Automation
Workflow
Report Binders
Process Execution Data loads from source Scheduling Business Rules Allocations & Eliminations Currency conversion Scenario Analysis Distribution SharePoint PDF Reports Excel Workbooks PROPHIX Templates
Business Rules
DefiniBon
Workflow
Report Binders
Capabilities
Prophix Automation
System
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Unified Reporting, Budgeting, Planning & Business Intelligence
Many capabiliKes from a single Report
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Unified Reporting, Budgeting, Planning & Business Intelligence
Ad hoc Drill-‐Across
Graphs & KPIs
Many capabiliKes from a single Report
Excel PDF SharePoint
Dashboard
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Template Designer
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Report Binder
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Go to Software
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Benefits of Using Prophix
ReporKng & Analysis -‐ One Version of the truth -‐ Flexible, Robust, Easy to use -‐ Self collaBng report distribuBon
Report Building -‐ No experBse required to build new reports -‐ Easy to update reports for changes -‐ No experBse required to build new reports -‐ Excel look and feel
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HR Manager Org Security: HR
Receives only the HR Department report
Security & Budgeting Templates
Finance Manager Org Security: Finance
Receives only the Finance Department report
Sales Manager Org Security: Sales
Receives only the Sales Department report
IT Manager Org Security: IT
Receives only the IT Department report
Admin Send out a single report to budget managers with all the departments in the reports
Executive
Can see every department
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Headcount Planning
Fixed Asset Capital Planning
Balance Sheet
Cash Flow Statement
Budgeting Framework
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Go to Software
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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
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CASES
More case studies on the RSC Group Blog
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Questions?
Thank You for aSending today’s webinar Have more quesBons? Get in touch:
Twi`er: @RSCGroup RSC Group Prophix Blog