board budgeting and planning made easy

8/18/2019 BOARD Budgeting and Planning Made Easy

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1PLANNING MADE EASY

Budgeting and Planningmade easyHow technology changes the game


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3BUDGETING AND PLANNING MADE EASY

BOARDEXECUTIVEOVERVIEW 4

BI and CPM all in one 4

The toolkit approach 5

User Self-service 5

Modern technological standards 5

International recognition 5

MULTI-DIMENSIONALPLANNINGATAGLANCE 6

BOARDINPLANNING:KEYFACTS 7

BOARD’SKEYADVANTAGESINBP&F 8

Single and integrated architecture for BI and CPM 8

Integrated workflow management 9

Versioning 9

Unmatched Data Entry Capabilities 10

Advanced mode data-entry 11

Drillability through different planning cycles 12

Multi-dimensional allocation 12

Flexible modeling and scenario management 12

Turnkey trends and forecast calculations 12

Time awareness 12

Extended information management at cell level 13

Multilanguage support for international planning cycles 13Advanced Of fice Integration 14

Effortless Data Integration and Standardization 15

BOARDCPMFOOTPRINT 16

BOARD:KEYPLANNINGPROJECTS 17

BTCSPECIALTYCHEMICALDISTRIBUTIONGMBH 17

NECDISPLAYSOLUTIONSEUROPEGMBH 18

GRANAROLO 18

ABBAG 19

BAULI 20

SEPHORAAMERICA 20

GSKITALY 21

BATA 22

HARVEYNICHOLS 22

MITSUBISHIELECTRIC 23

WHERETOFINDUS 24


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4 BUDGETING AND PLANNING MADE EASY

BOARD executive overview

BOARD unifies Business Intelligence and Performance Management in a single integrated

environment, providing a seamless solution for the support, control and management of coreprocesses such as:

• REPORTING

• ANALYSIS AND SIMULATION

• SCORECARDING AND DASHBOARDING

• BUDGETING, PLANNING AND FORECASTING

• PROFITABILITY MODELLING AND OPTIMIZATION

• STRATEGY MANAGEMENT

By integrating Business Intelligence and Corporate Performance Management in a single product,BOARD helps companies manage and control the entire decision-making process: from datacollection to information analysis; from goal-setting to decision-making; from operationalexecution to results monitoring .

BI and CPM all in one

BOARD BI AND CPM ALL IN ONE


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Thanks to its innovative toolkit approach, BOARD makes it possible to create customized BusinessIntelligence and Corporate Performance Management solutions without the need for anyprogramming.From simple reports to the most sophisticated performance management applications, anyanalysis can be easily built using the drag and drop function and the configuration of objects thatare automatically synchronized with the data.

The toolkit approach

End-users have access to a full “self-service” information environment, which enables them toobtain immediate answers to their questions from a verified, consistent, shared information source.Application administrators can ef ficiently build and maintain applications, with a “Time to Solution”and “Total Cost of Ownership” unattainable by traditional BI and CPM solutions.

User Self-service

From a technological standpoint, BOARD is one of the most innovative solutions in the BI andCPM market, characterized by a unique combination of strengths:

• WINDOWS COMMUNICATION FOUNDATION

• WINDOWS PRESENTATION FOUNDATION

• SOA

• BOARD WEB SERVICES

• INTERACTIVE VISUALIZATION

• ADVANCED OFFICE 2007/2010 INTEGRATION

• SILVERLIGHT WEB CLIENT

• NATIVE 64-BIT, WITH 128-BIT CUBE ADDRESSING

• IN-MEMORY CUBES

Modern technological standards

BOARD quality has been widely recognized by end-users, coopetitors, IT analysts and clients:

• Voted “BEST PRODUCT FOR BUSINESS BENEFITS” in the BI SURVEY 9 (the world’s largest

BI & CPM users inquiry)

• Winner of the MICROSOFT SWISS INNOVATION AWARD 2010

• Included in Gartner MAGIC QUADRANT FOR BUSINESS INTELLIGENCE PLATFORMS2011, and in MAGIC QUADRANT FOR CORPORATE PERFORMANCE MANAGEMENTSUITES 2011

• Chosen by OVER 2500 ORGANIZATIONS WORLDWIDE

International recognition


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‘Planning’ comes from a Latin word meaning ‘flat’: the word essentially indicates the capability totranslate and represent a complex and multi-dimensional reality into a simplified, 2-dimensionalschema. Nowadays, technology has changed the game.Planning has moved from the typical Excel-like 2-dimensional representation of reality to a multi-

dimensional vision, which enables a deeper understanding and a better control of the events.The key differences between a flat and a multi-dimensional planning model are:

• MULTI-DIMENSIONAL AND HIERARCHICAL ORGANIZATION OF DATA.

All the information (cubes) that are managed can be:

A. analyzed from different perspective (dimensions) to obtain a multi-dimensional view ofdata (e.g. sales by channel, area, distributor, POS) as well as identifying and analyzingany sub-set (e.g. sales by channel X , of product Y, for area Z, at time W)

B. navigated from the highest level of aggregation, to the lowest level of details (e.g. TotalSales> Sales by division> Sales by Product Lines> Sales by Single Item).

• LOGICAL DATA-ENTRY.

When used in the context of multi-dimensional planning systems, the word “logical data-entry” indicates the capability to automatically update data across dimensions (1.a) andhierarchies (1.b).

In practice, users enter numeric data at any aggregation level (i.e. Sales by Product Lines)and the changes are automatically allocated up to the broadest outline (Total Sales) anddown to lowest level of detail (Item code), across all the correlated dimensions (i.e once auser updates Sales by Product Lines, the changes will be also distributed across geographicareas, channels, customers etc). In a company where different people contribute to drawingup the budgets and forecasts this capability is crucial because it allows several individuals towork on the same process according to their specific perception of the business (i.e. the SalesManager can make conjectures about the total sales by Channel while the Marketing Director

might choose to enter data by Product Line) and data consistency is granted at all times,without having to run batch processes, allocation procedures or consolidating the variationsbrought about by one or the other. Furthermore, logical data-entry brings goal-seeking andwhat-if analysis to a further level, allowing multi-dimensional simulations, where the impact offuture events can be easily evaluated from different business perspectives.

EXAMPLE OF LOGICAL DATA-ENTRY

Multi-dimensional planning at a glance

“logical data-entrybrings goal-seekingand what-if analysis toa further level, allowingmulti-dimensionalsimulations, where theimpact of future eventscan be easily evaluatedfrom different business

perspectives. „

A change into California sales data is automatically:

Rolled-up in the US total1

Split down into the Californian cities, based on underlying value2

“‘Planning’ comes froma Latin word meaning‘flat’: the word essentially

indicates the capability totranslate and representa complex and multi-dimensional reality into asimplified, 2-dimensionalschema.Nowadays, technologyhas changed the game. „


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With BOARD, everything that an enterprise needs to manage corporate planning processes isavailable in a single and integrated framework.

Thanks to its integrated BI and CPM environment, BOARD:

• Supports in a single environment: short term (daily, weekly, monthly time horizon) sales andoperational planning (supply chain planning, open to buy, demand planning etc. ); middleterm (quarterly, yearly time horizon) financial planning (OPEX, CAPEX, P&L, Balance sheet);long term (3-5 years horizon) strategic/ financial planning (initiative management, mergerand acquisition, etc.).

• Allows organizations to unify S&OP, OPEX and CAPEX budgeting processes with financialand strategic planning, seamlessly linking performance to strategic vision.

• Provides a single, accurate, corporate view of key information, ensuring the consistency andrelevance of plans and improving predictability.

• Offers greater control and provides users with an insight that they can use throughout thebudgeting cycle, while dramatically reducing the time required to complete the process.

• Supports the simulation and testing of complex business scenarios and enable users tomodel financial outcomes by varying the business driver assumptions - leveraging historicaldata or previous forecasts as a baseline.

• Makes it possible to integrate the planning process with profitability analysis, strategymanagement and financial consolidation.

• Enables effortless data integration from heterogeneous data sources.

A typical BOARD application model in the BP&F area is shown below:

BOARD: PLANNING MODEL EXAMPLE

BOARD in planning: key facts


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Single and integrated architecture for BI and CPM

In BOARD, the different components of a standard Business Intelligence platform are seamlesslyintegrated, not just between themselves, but also within the Corporate Performance Managementapplication environment.

The following findings by Gartner analysts Rita Sallam and James Richardson (Critical Capabilitiesfor Business Intelligence Platform Integration, 29 December 2009) illustrate further details ofBOARD’s level of integration:

Interoperability of Platform Components“BOARD gets a perfect score for common authoring tools and a consistent UI”

Security, Administration and Infrastructure“BOARD is one of only four platforms in this report — the others being those of MicroStrategy,

Tibco and QlikView (QlikTech) — to score 5 out of 5 for all security and administration criteria.”

Metadata“Fully shared metadata across the BOARD platform mean it rates very highly.”

Product Viability: Outstanding“For the subset of BI platform use cases that BOARD concentrates on, its platform integrationis very strong — indeed it is the only vendor rated that offers a common architecture forBI and CPM. From a platform integration and metadata perspective, its product viability isoutstanding.”

Business benefits of BI and CPM integration are:• SHARED ENVIRONMENT FOR HISTORICAL, ACTUAL AND FORECAST DATA

The coexistence of planned and historical data makes it possible to:

A. Effortlessly produce budget/variance analysis.

B. Create immediate time comparisons and use them for planning and reporting througha set of time-based functions (previous year, yearly moving total, yearly moving average,previous period, period off-set, etc.).

C. Easily create ad-hoc reports based on forecast and budgeting data.

D. Provide users with ad-hoc insights into planning data.

• PLANNING DATA AND PROCESSES CAN BE EASILY REPRESENTED.

BI functionalities make it easy to effectively represent planning cycle statuses and objectiveachievements through dashboards and control panels.

• NATIVE SUPPORT FOR MANAGEMENT AND STATUTORY REPORTING.

A. Rules (Multi-dimensional calculation, selections, conditional branching, etc.).

B. “Roll-up entities” for charts of accounts such as P&L statements, which often containragged hierarchies. The basic idea is that a single entity contains its own internalhierarchy, which defines the aggregations using rules. These roll-ups containautomatically defined summation rules. The reports display roll-up entities with

indentions to indicate the hierarchy levels.C. Formatting options specifically for the creation of management reporting.

D. Booklet creation through the Word add-in.

BOARD’s key advantages in BP&F

“In BOARD, the

different componentsof a standard BusinessIntelligence platformare seamlesslyintegrated, not justbetween themselves,but also within theCorporate PerformanceManagement applicationenvironment. „

“its platform integrationis very strong — indeedit is the only vendorrated that offers acommon architecturefor BI and CPM. „


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BOARD allows for the generation of plans and budgets and versioning based on the analysis ofhistorical data, providing full support to rolling forecasting and continuous planning.Thanks to BOARD’s DUAL Engine (which supports both MOLAP and ROLAP cube modeling),audited versions can be pushed back and integrated onto an ad-hoc structure of the company’sERP System for prompt and full integration with the business cycle.

Versioning

BOARD provides an extensible workflow management, which natively includes conditionalalerting and mailing, cell locking and triggered events, all driven through data audit and validationprocesses. Planning steps can be easily created and correlated to approval cycles according to thelogic behind the process.Advanced functionality makes it possible to broadcast personalized Excel and Word based reportsat scheduled times or when a specific event occurs. Unlike the reports from typical BI and CPM

systems, BOARD analyses are completely interactive, and once received allow users to interacton-the-fly with the data, according to their security profiles.Integration with BI guarantees a strong capability to monitor and represent workflow cycles,through interactive control panels and dashboards.The workflow process can include reconciliation of actual and forecast data, or the results of tworounds of planning, such as top down and bottom up.

Integrated workflow management

EXAMPLE OF A WORKFLOW CONTROL PANEL

“The workflowprocess can includereconciliation of actualand forecast data, or theresults of tworounds of planning,such as top down and

bottom up. „

“BOARD allows for thegeneration of plans andbudgets and versioningbased on the analysisof historical data,providing full support torolling forecasting and

continuous planning. „


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Unmatched Data Entry Capabilities

As illustrated in the introductory chapter “Multidimensional Planning at a Glance”, logical dataentry is a key success factor in modern planning systems.BOARD’s logical data-entry combines a unique set of characteristics:

Concurrency: The BOARD engine is optimized to enable simultaneous data entry by a largenumber of users without affecting system performances and data reliability

Validation: data entry can be easily controlled by defining a set of validation rules for any inputvalue (i.e. minimum price for a product)

Role based security: the data visualized and/or enabled for data entry vary accordingly tothe role of the users

Real time or OFF-line: BOARD’s Excel add-in allows users to work without being connectedto BOARD and to synchronize data automatically when they first reconnect

Handling of calculated fields: a special function called “reverse algorithm” extends thecapability to propagate changes across dimensions and hierarchies to the calculated fields (i.e.a change in a percentage value will be automatically reflected in the quantities from which thepercentage has been generated)

Cells freezing: BOARD allows the users to freeze the value of one or more cells, includingsubtotals or totals, and then distribute the data changes on non-locked cells only

ERP database write-back: thanks to its relational engine, BOARD can automatically writeback the outcomes of any budget/data-entry cycle directly into the ERP database, effectivelyintegrating transactional and planning systems

BOARD technology guarantees data validity and consistency, without the need to run batchprocesses for allocating and consolidating the changes made by each individual user.

Calculated fields: how the reverse algorithm worksThe first column (a) contains the Budget Quantity and has data entry enabled, to allow users toenter budget values.

The second column (b), Last Year Actual Sales, contains the sales value of last year: a referencevalue that helps the user defining the budget. Data entry is not allowed.

The third column (c) represents the percentage variance calculated with the columnar formulac=(a-b)/b*100.

The Reverse Algorithm consist ofthe capability to support data entryon the column C, allowing the userto key-in a percentage of varianceand letting the system to derive theBudget Quantity corresponding tothe given variance.

The budget quantity value will bederived by the system applying thereverse formula a=b*(c+100)/100.(i.e. in this case if a user changes the

June variance from 5 to 10, the salesquantity will vary accordingly from108.776 to 113.956)

“BOARD canautomatically write backthe outcomes of anybudget/data-entry cycledirectly into the ERPdatabase, effectivelyintegrating transactionaland planning systems. „

“BOARD’s Excel add-in allows users towork without beingconnected to BOARDand to synchronize dataautomatically when theyfirst reconnect „


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ADVANCED MODE DATA-ENTRY

When simulation or planning processes require allocating data changes not based just onunderlying values, but also on more sophisticated criteria, BOARD offers a full set of advanceddata-entry capabilities.

BOARD’s advanced mode data entry allows users to easily make a selection of ranges of cells(contiguous or not), and either block them (to subsequently enter data on other non-locked cells),or modify the selected cells using one of the several functions made available.

As you may notice on the left of the panel (see image below),

the available data-entry functions are: Total: displays the total value of the selected cells. Changing the total automatically reallocatesthe difference between the prior value and the new value proportionally to the underlying cells.

Average: Displays the average value of the selected cells. Changing the average automaticallyreallocates the difference between the prior value and the new average value proportionally tothe underlying cells.

Constant: sets all selected cells to the given value.

Add: adds the input value to all selected cells.

Subtract: deducts the input value to all selected cells.

Multiply: multiplies all selected cells by the value given.

Divide: divides all selected cells values by the value given

Linear growth: increases the values of the cells, while moving left to right, by a constantnumber.

Growth %: increases the values of cells, while moving left to right, by a fixed percentage.

Copy from block: copies the values of the cell range from another block into the selectedcells.

“BOARD’s advancedmode data entry allowsusers to easily makea selection of rangesof cells (contiguous ornot), and either blockthem (to subsequentlyenter data on other

non-locked cells), ormodify the selectedcells using one of theseveral functions madeavailable. „


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BOARD provides the ability to drill down from a pure financial planning process into an operativeplanning process, ensuring a full alignment of the financial perspective with the economic oneand vice-versa.Financial and operational budgets not only coexist but can also mutually interact: thisinterdependency ensures the integrity and coherence of the whole planning process from anyperspective (financial, sales, assets etc.).

Drillability through different planning cycles

BOARD MOLAP engine allows the user to utilize the natively available allocation criteria or toimplement driver based processes, supporting the creation of models that enable users to obtainfinancial outcomes by varying the business driver assumptions (and vice versa).For example, in a classic BOARD planning model, a change in the allocation of fixed costs can beimmediately reflected in the calculation of EBIT (and in the related allocation to the various objectsof calculation such as product, channel, customer) and vice versa.

Multi-dimensional allocation

Thanks to the A.T.O. (Advanced Transaction Object), BOARD offers advanced users the ability todirectly modify the data model during the planning or forecasting process.A new business unit, a new product, a new market or a different investment can be inserted ina controlled way during a planning cycle, simulating the effect of a new scenario on the wholebusiness model.From a functional standpoint this capability has proved to be extremely important and useful,not just for operational and financial planning, but also for initiative management and strategicplanning.

Flexible modeling and scenario management

BOARD offers pre-built statistical models to calculate trends and forecasts.The trends calculation is based on a Moving Average model, while the forecasts, which takeinto account trends and seasonality, are determined based on three different statistical models:Exponential smoothing and moving average, ARIMA or Winters.BOARD automatically selects the most appropriate depending on the historical data seriesavailable.

Turnkey trends and forecast calculations

Unlike many competitors who need extensive programming to handle time, BOARD providesa full array of time-based out of the box functions (previous year, previous periods, cycles, timecumulated value, period moving total, period moving average, period offset), making it easy todeploy on the fly historical analysis, comparison and data contextualization.

Time awareness

“A new business unit,a new product, a newmarket or a differentinvestment can be insertedin a controlled wayduring a planning cycle,simulating the effect of anew scenario on the wholebusiness model. „

“BOARD provides theability to drill down froma pure financial planningprocess into an operativeplanning process, ensuring

a full alignment of thefinancial perspective withthe economic one andvice-versa. „

“BOARD provides a fullarray of time-based out ofthe box functions makingit easy to deploy on thefly historical analysis,comparison and datacontextualization.„


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BOARD makes it possible to display the same occurrences in different languages according to theuser’s log-on language.For example, when reading an income statement, the item “income” will be displayed as “ricavi”for users who log on in Italian and as “ingresos” for users whose working language is Spanish.

Multilanguage support for international planning cycles

COMMENTS , IMAGES, AND FILE

ATTACHMENTS AT CELL LEVEL

BOARD enables any type of file (e.g. Word,Excel, PowerPoint, PDF, RTF, image files) to beassociated with an individual cell.

This function can be combined with the use of

the tool-tip: in this case the information will beautomatically displayed at the mouse-over onthe green corner of the cell

BOARD enables any type of file (e.g. Word, Excel, PowerPoint, PDF, RTF, image files) to be associatedwith an individual cell, in order to qualify the numeric or textual information contained within it.A special type of cube, called a blob cube, enables each file to be treated like a piece of data,storing it and managing it in a Multi-dimensional way. From a functional standpoint, it is easy tosee the importance of blob cubes for managing information at single cell level, both in planning,budget and consolidation processes (e.g. sharing of comments regarding data, explanations, Excel

attachments, Word documents etc.) and, more generally, in cases where associating an image ortext to the data can make it easier to understand or use.

Extended information management at cell level


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BOARD offers the ability to access multi-dimensional data directly from its Excel add-in, providingusers with the traditional OLAP analysis functions (drill-down, slice and dice, filtering, ad hoc-query).The BOARD Excel add-in provides a familiar environment for managing data collection processesand enables users to work both on-line and off-line.

The Word add-in allows users to easily merge multi-dimensional and dynamic data for the creationof “always updated” company statutory and management booklets.

The PowerPoint add-in allows users to meet advanced presentation needs and create slidesincluding auto-updating BOARD charts, cockpits, bubble charts, and data view.BOARD users can drill-down, slice & dice and perform ad hoc queries within Word documentsand PowerPoint presentations.

Advanced Of fice Integration

EXCEL ADD-IN

The Excel Add-In makes it possible to perform:

• Data Entry Off-Line

while providing the key BOARD features, such as:

• Drill-down

• Self-Service Analysis and Reporting

• Data Entry On-Line

Thanks to the capability to enter data both on and off-line,the Excel Add-In makes data collection processes moreef ficient: users can always work without being connectedto BOARD and synchronize data automatically when they

first reconnect.All of this is delivered without affecting the integrity,consistency and traceability of data.

CREATION OF AUTO-UPDATING BOOKLETS AND PRESENTATIONS: AN EXAMPLE


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FINANCE AND MANAGEMENT ACCOUNTING

Financial Top-Down/Bottom-Up BudgetingP&L, BS, Cash Flow Planning and ForecastingStatutory and Financial ConsolidationIntercompany Matching and ReconciliationsCost and Profitability AnalysisActivity Based CostingVariance AnalysisCredit Management (DSO, Ageing, Customer Score)Financial ReportingFast ClosingComplianceStrategy MapsBalanced Scorecard

OPERATIONS

Capacity PlanningInventory Forecasting and OptimizationMaterials ManagementProcurement AnalysisProduction Forecast and PlanningSupplier Rating

HR

HR Performance ManagementHR planning, budgeting and forecastingEmployee Costs MonitoringBenefits and Incentive planningSkills MappingHR dashboard and KPIs

SALES

Sales Analysis (Customer, Area, Channel, Product, Line…)Rolling Top-Down and Bottom-Up Sales Budget andForecastingProducts, Channels, Customers Profitability

Shops, Chains, Channel P&L projectionsVariance Analysis (Price, Quantity, Mix)Brand PerformanceCross-Selling AnalysisLoyalty Cards ManagementLoyalty and Retention MonitoringMerchandise IntelligenceMarkdowns and Promotions Optimization

SCM

Demand PlanningCost to ServeIntegrated Capacity PlanningDaily & Weekly Workload Planning

Financial insights across supply chainWhat-if and what-for analysis to forecastmaterial and production line needsSupply Chain dashboard and KPIs

OTHER AREAS

Service Level ManagementPost-Sales Management (Maintenance andSpare Parts Optimization)Customer Service Level AnalysisQuality Intelligence

IT Scorecard

Thanks to BOARD’s native All-in-One approach and to BOARD’s unique adaptability, you will coverall your BI & CPM needs with a single product, a single technology and a single data environment.BOARD will help you to reach a single vision of your performance in a simple and extremelyeffective manner.

Information originating from various sources is integrated into a virtual data repository shared bythe entire organization, thus providing business users with a customized but unitary vision.The native integration between the information base and applications ensures that changes madeto applications are propagated to data, and vice versa.The end result is a full alignment of the Business Intelligence and Performance Managementenvironment, which translates into a shared vision of corporate performances throughout theorganization.By adopting BOARD, you will have the potential to implement any BI &CPM solution at any pointin time without the need to buy and integrate any other product.Below are some of the solutions that have been implemented with BOARD across our clients.

BOARD CPM footprint


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BTC SPECIALTY CHEMICAL DISTRIBUTION GMBH

BTC Specialty Chemical Distribution is the European sales organization thatcarries out the trading activities in specialty chemicals produced by the BASFGroup. BTC, comprising nine BASF subsidiaries, is an expert in specialtychemicals, specifically refined chemicals and polymers. As a leader in theindustry, responding to the demands and requirements of the market, BTCoffers its customers customized system solutions that strongly increase theirlevel of competitiveness.

Number of users 200

Applications deployed International planning tool for all 9 subsidiaries - Budgeting

Brief description of thesolution

Business Challenges:

A. Gathering of planning data in Excel

B. Complex consolidation

C. High level of manual effort for IT and Controlling

D. Planning process 3 months

BOARD solution:

When all the planning steps have been completed, the final versionof the top-down plan forms the basis for the subsequent bottom-upplan carried out by the sales directors. They start creating the budgetsat the lowest level – by customer or product. The up-to-date productand customer overviews and the predefined input tables simplify theplanning process. If for example, the volume, the price and the marginper product is revised for a certain customer, the turnover at all levels isautomatically adjusted. Due to the multi-dimensional representation ofall relevant data, the effects of certain planned values on other areas areimmediately simulated and revised, if required.

Benefits:

A. More transparency and liability in planning

B. Utilization of the existing systems Citrix Netzwerk and MS SQL Data

Warehouse

C. Planning process shortened from 3 months to 3 weeks

D. Manual activities in controlling are significantly reduced

Main data sources MBS Navision

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/BTC-de

BOARD: Key Planning Projects


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NEC DISPLAY SOLUTIONS EUROPE GMBH

NEC Display Solutions is one of the leading manufacturers of display productsand total display solutions. NEC Display Solutions Europe GmbH distributesthe products Europe-wide via indirect sales channels.

Number of users 113 users in total, 80 users access the system at least once a week

Applications deployed • Forecasting Cycle : Price Guidelines, Actuals, Standard Costs

• Controlling, Budgeting and Forecast

• PSI (Purchasing) and BCS (Business Planning)

• Decision Support, Reporting

• Planned: Finance and Controlling


Aim was to develop a consistent reporting and planning solution acrossthe group. The BOARD solution now in use enables a flexible and extensiveanalysis of data coming from different operative systems. These data serve

as provider of actuals and are completed by planning functions which allowactive planning for the entire business at all required levels. Core of theapplication is the optimization of synchronization efforts, consistent andcentralized data management and improvement of all processes in sales,purchasing and financials.

Main data sources SAP R/3Excel

Case Study http://www.board.com/business- intelligence/VICaseStudyALL/NEC-EN

GRANAROLO

Leading dairy supply chain in Italy (Over 30% of Italian milk production).

Number of users 120+ planners

Applications deployed • Sales BP&F

• P&L planning

• Sales Force Weekly Target and Forecast (utilized for organizing weekly productsdistribution to the point of sales)


The Sales Force Weekly Target and Forecast is a “cutting edge” application inBP&F: every Monday morning in just 4 hours the product distribution for thewhole week has to be defined.Peaks of 80/90 contemporary users rely heavily on the same mission criticalapplication. (This can be compared to a system supporting between 1000

and 2000 users in a normal BP&F environment where connections happen atdisparate time and date)

Main data sources SAP + DWH SQL


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ABB AG

ABB AG, based in Mannheim, is a leader in energy and automation technologyand enables its customers in energy supply and industry to improve theirperformance and at the same time reduce environmental pollution. ABBemploys about 108,000 people in more than 100 countries throughout theworld.

Number of users 60+

Applications deployed • Analysis

• Planning

• Reporting


The planning application enables the business to plan actively at differentlevels and provides reporting for the whole division as well as cost centerplanning. In the future management will consider further extending the use

of BOARD for project controlling and sales control.The reporting and planning solution has given the commercial divisionmanagement a system that enables them to analyze the relevant datafrom many different points of view with just a few clicks of the mouse. Theinformation gained from this is the basis for quick, reliable decisions for theactive control of the company.

Benefit:

Company

A. System can easily be fitted to company related or report related changes

B.Less maintenance costs

User

C. Easy handling when creating new reports and navigating

D. The user is guided through an integrated BI application

E. Defined workflows for planning processes

IT

F. Little need for development and maintenance resources

Main data sources SAP + Lotus Notes

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/ABB-AG


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BAULI

Bauli is the Italian leader in products for festive occasions and the Croissantindustry.

Number of users 300 +

Applications deployed • BP&F

• PMO

• Strategy Management

• FS&M Reporting


One of the oldest BOARD customers (early 90’s), Bauli makes extensiveusage of the power of BOARD across the entire organization. Every pieceof information coming out of the ERP system is analyzed with BOARD atdepartmental level and it is consolidated in models supporting all levels ofplanning.Bauli can simulate the impact of an increase of flour purchasing price downto single customer P&L or up to Company level profitability.Recent company acquisitions made by Bauli, were first simulated andevaluated in BOARD models.

Main data sources ERP Formula + DB2

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/Bauli

SEPHORA AMERICA

Owned by LVHM (world leading luxury product group), Sephora Americaoperates more than 250 stores in the United States and Canada and theworld’s top beauty website.


Applications deployed • Top level plan

• Brand plan

• Monthly sales plan

• Inventory plan

• Open to buy plan


Thanks to BOARD, Sephora created a custom open-to-buy application thataccommodates Sephora’s unique business structure and complex planningrequirements.

Main data sources SAP + Oracle


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GSK ITALY

GSK is the second largest pharmaceutical group in the world (3300 employeesin Italy).

Number of users 1300 BI Users + 60 planning application users

Applications deployed • Sales Analysis and Reporting

• Sales Planning

• P&L Planning


Sales and P&L PlanningFrom 3 to 5 times a year GSK starts a planning process aimed at preparingthe next 48 month’s P&L projection. The Marketing Team, with the supportof the Business Controlling Team, plans sales. Then the Business ControllingTeam determines the direct costs of product and the fixed costs, allocatesthem to the products and finally draw-up the P&L plan.

Monthly Profit & Loss by Product Closing, through the following

phases:

A. Retrieval of sales data from datawarehouse, with computation ofcost of sales and other direct costs.

B. Retrieval of accounts balance (costs) from SAP. Input of periodadjustments, cost allocation on products.

C. Management and Operational Reporting focused on the compari-son between actual monthly P&L and P&L budget and forecast.

GSK monthly closings must occur within the first 5 days of the following month,because they have an obligation to send the results to the HQs. Thanks toBOARD, they now need only one solution for managing the monthly closingprocess.

Consensus Forecast ProcessThe Marketing Team, supported by the Business Controlling Team, acquiresthe quantitative data of GSK’s demand planning processes on a monthlybasis. Those data are used to create a value and quantity forecast on a48-month basis that includes a set of KPIs developed to compare the actualsales with the outcomes of the previous Consensus Forecast processes. Thewhole planning process is aimed at balancing and aligning Sales and SupplyChain needs

Sales ReportingAnalysis and comparison of actual sales with the main plan or with revisedplans, addressed to Product Managers and Controllers.

Undergoing project: Working Capital, Receivables and Payables Analysis

Main data sources SAP + Oracle DWH


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HARVEY NICHOLS

Harvey Nichols founded in 1813, is an up-market department store chain.


Applications deployed Sales Reporting, Planning and ForecastingFinance Reporting and Budgeting


The core model is based around a very low level of data granularity.In the BOARD cubes each measure can be sliced from common Productgroupings, styles etc… down to SKU level (> 1,000,000). These can be analyzedin near real time (15 minute intervals) all the way down to which SKU’s soldthrough which POS, operator and method of payment.

The Planning is managed at style level for which there are >800,000 elementsplanned on a weekly basis.

Main data sources Retail Assist ERP + DB2

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/HARVEY-NICHOLS

BATA

Bata is one of the world’s leading footwear retailers and manufacturers(1.000.000 pairs of shoes per day)


Applications deployed Integrated Planning System operating in 3 main phases:

• Operational Supply Chain Planning (sales, distribution, stock, purchases)

• Economic Planning (margin, P&L)

• Financial Planning (B&S, Cash flow)


Bata Italy implemented an integrated planning system across the wholeorganization. From sales planning to brand, shop and company P&L forecast;from scenario simulation to cash flow forecast all the company performancesare managed and controlled with BOARD.

Thanks to its success, the project has already been extended to Spain andSwitzerland and soon to all of Europe.

Main data sources AS/400 custom applications

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/Bata


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MITSUBISHI ELECTRIC

With $37 billion turnover and over 100.000 employees, Mitsubishi Electricis a world leader in in the manufacture and sales of electric and electronicequipment used in Energy and Electric Systems, Industrial Automation,Information and Communication Systems, Electronic Devices, and HomeAppliances.

Number of users Around 400 BI users + 50 planning users

Applications deployed Integrated planning process including the following steps: • Units quantity planning for fiscal year

• Units quantity definition for each month

• Price and Cost Management

• Sales Channel allocation

• Discounts Management

• Final Forecast/Budget and Reporting

Users can now allocate forecasts down to material level, manageprices and costs, allocate figures by sales channels, plan discountsand ultimately calculate P & L and general stock projections.


Having already implemented BOARD to provide integrated self serviceBusiness Intelligence in 5 European countries (UK, IR, FR, DE ,ES) Mitsubishi’sLES Division, realized that they need to apply a similarly integrated, easy touse approach to Budgeting, Planning and Forecasting.Previously a 3rd party tool was used to write the budget.Subsequently complicated and dif ficult to control spreadsheets were issuedto each division.Divisional budgets would then be created, generating even morespreadsheets, before being loaded into the 3rd party software. The processwas time-consuming, prone to error and could only be analyzed at anaggregated level (Cost or Profit Centre).The need for a solution which gave greater control, audit, accuracy and speedwould provide immediate business benefits across the supply chain.BOARD provides Mitsubishi Electric with a fully integrated, flexible, scalableand easy to use system which is reliable and synchronized daily with all relevantcore business systems, such as SAP, CRM and other external data sources.This has enabled deep, cross business insight with rapid data integration.

BOARD has ensured that Mitsubishi’s planning process is accurate and timelyand centered around existing business processes, utilizing BOARD’s in-builtwrite-back and workflow functionality.

Main data sources SAP + SQL DWH

Case Study http://www.board.com/business-intelligence/VICaseStudyALL/Mitsubishi-budget

http://www.board.com/business-intelligence/VICaseStudyALL/Mitsubishi-Electric


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HEADQUARTERSBOARD International S.A.

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INDIABOARD India

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ITALYBOARD Italia

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e-mail: [email protected]

MEXICOBOARD Mexico

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MIDDLE EASTBOARD Middle East

Dubai Internet CenterBuilding 16,PO Box 73000Dubai, UAE


Where to fi nd us

SPAINBOARD Iberica

c/Galileo, 303 – 4º08028 BarcelonaTel.: + 93 3944426Fax: + 93 3399171e-mail: [email protected]

UNITED KINGDOM -IRELANDBOARD UK

Exchange House494 Midsummer BoulevardMilton Keynes, MK9 2EA - UKTel.: +44 1908 255 611Fax: +44 1908 255 891


USA - CANADABOARD USA

255 Bear Hill RoadWaltham, MA 02451Tel.: +1 781 290 4800Fax: +1 781 290 4801e-mail: [email protected]

OTHER AREASBOARD has a worldwide reseller network with local partners in:ARGENTINA, BELGIUM, BRASIL, CHILE, DENMARK, FINLAND, FRANCE, HOLLAND, HUNGARY,JAPAN, MALAYSIA, NEW ZELAND, NORWAY, PERU, PHILIPPINES, SAUDI ARABIA, SOUTHAFRICA, SOUTH KOREA, SWEDEN, THAILAND.

FOR YOUR LOCAL BOARD CONTACT PLEASE REFER TO:BOARD International [email protected]

board budgeting and planning made easy

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