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Advanced Budgeting & Planning with Prophix
Presented By:
Tracy Welsh, Partner Enablement Managery , gProphix Software
Strategic PlanningBudgeting Forecasting
Strategic Planning
ReportingAnalysis
DashboardsPersonnel Planning y
Financial Consolidationg
Success with Prophix & BDOProphix & BDO
Agenda
• Introductions• Live Demonstration• Live Demonstration
• Getting Started• Budgeting & ForecastingBudgeting & Forecasting• Personnel Planning• Reporting & Analysis
• What’s New in Prophix 11• Q & A
Demo AgendaDemo Agenda
Getting Budgeting/ Personnel Reporting &Getting Started
Budgeting/ Forecasting
Personnel Planning/Cap
Ex
Reporting & Analysis
Demo AgendaDemo Agenda
Getting Started Budgeting/ Personnel Reporting & Analysis‐Homescreen‐WorkflowFavorites
Forecasting‐Template Formats‐Enter Data ($ and
Drivers)C t
Planning/Cap Ex‐Review Existing
Employees‐Add new EmployeesI t t ith i
‐ Variance Report‐Drill to multiple Data
Sources‐Review Comments
‐Comments‐ Line Item Details
‐Integrate with main budget
‐View Personnel Reports
‐ Drill to Ad hoc ‐Slice and Dice‐Visualizations
Data Integration & FlowData Integration & Flow
Getting StartedGetting Started
Getting Budgeting/ Personnel Reporting &Getting Started
‐HomescreenWorkflow
Budgeting/ Forecasting
Personnel Planning/Cap
Ex
Reporting & Analysis
‐WorkflowFavorites
Benefits SummaryBenefits Summary
Getting Started Budgeting/ Personnel Reporting &Getting Started‐Easy to Navigate
‐Visibility into
Budgeting/ Forecasting
Personnel Planning/Cap
Ex
Reporting & Analysis
process‐Customize to your specs
Budgeting/Forecasting FrameworkForecasting/What‐if Scenarios
Personnel Planning• By Employee
Budgeting/Forecasting Framework
•Mid‐year Forecasts • High level what‐ifs• Long range plans
• By Employee• Salaries• Benefits• Payroll Taxes
Expenses/Revenue• By Cost Center/Location
Actuals• Direct link to External Sources
Centrally Stored & Controlled thro gh
Center/Location• Formulas & Drivers• Detailed Comments and Schedules
Sources• Automatically pre‐populate versions
• Consolidated FS
through Workflow
Budgeting/ForecastingBudgeting/Forecasting
Getting Started Budgeting/ Personnel Reporting & g g g/Forecasting
‐Template Formats‐Enter Data ($ and
Drivers)
Planning/Cap Exp gAnalysis
Drivers)‐Comments
‐ Line Item Details
Benefits SummaryBenefits Summary
Getting Started Budgeting/ Personnel Planning Reporting & Forecasting
‐Excel‐like look and feel
‐Data Security
Analysis
‐Generate forecasts automatically‐Centralized
Formulas & Drivers
Personnel Planning Set‐upPersonnel Planning Set upCustom Attributes
Employee Level Planning
Attributes drive C l l ti Calculations and derive Cost
Personnel Planning Set‐upPersonnel Planning Set upCalculate Earnings, Increases, Benefits,
TaxesTaxes
Personnel Planning/Cap ExPersonnel Planning/Cap Ex
Getting Started Budgeting/ Personnel Reporting & AnalysisForecasting Planning/Cap Ex
‐Review Existing Employees
‐Add new EmployeesI t t ith i‐Integrate with main
budget‐View Personnel
Reports
Personnel PlanningPersonnel Planning
Benefits SummaryBenefits Summary
Getting Started Budgeting/ Personnel Reporting &Getting Started Budgeting/ Forecasting
Personnel Planning/Cap Ex‐Reduced manual
keyingCentralized
Reporting & Analysis
‐Centralized calculations‐Push button integration
Reporting & AnalysisReporting & Analysis
Getting Started Budgeting/ Personnel Reporting & Forecasting Planning/Cap Ex Analysis
‐ Variance Report‐Drill to multiple Data Sources
‐Review Comments‐ Drill to Ad hoc ‐Slice and Dice‐VisualizationsVisualizations
Ipad IntegrationIpad Integration
Benefits SummaryBenefits Summary
Getting Started Budgeting/ Personnel Reporting & AnalysisForecasting Planning/Cap Ex ‐ One Version of the
truth‐Dynamic Updates‐Drill to source Data‐ On‐demand, self service analysis‐Integrated with
Workflow
What’s New in P11What s New in P11
• Improved User InterfaceImproved User Interface• Prophix Mobile
h d kfl• Enhanced Workflow Management• Enhanced Detailed Planning Calculations• Template Studio
– Faster load time for Reportsas e oad e o epo s– Undo– Backwards CompatibilityBackwards Compatibility
Benefits SummaryBenefits Summary
Getting Started Budgeting/ Personnel Reporting & Analysis‐Easy to Navigate
‐Visibility into process‐Customize to your
specs
Forecasting‐Excel‐like look and
feel‐Data Security
G t f t
Planning/Cap Ex‐Reduced manual
keying‐Centralized calculations
‐ One Version of the truth
‐Dynamic Updates‐Drill t source Data
‐Generate forecasts automatically
‐Centralized Formulas & Drivers
calculations‐Push button integration
‐ On‐demand, self service analysis‐Integrated with
Workflow
Success with Prophix & BDOProphix & BDO
Q & A: