moving beyond excel, frx and forecaster
DESCRIPTION
Moving Beyond FRx and Forecaster - Learn how to optimize budgeting, forecasting & reporting processes. learn more about Canada’s leading CPM solution, Prophix Software, a complete Microsoft based performance management solution for: Budgeting Strategic and Operational Planning Forecasting Reporting Data and Financial Consolidation Personnel Planning Whether you work in Finance, Operations or HR, PROPHIX can quickly help drive significant business improvement. Let us show you how. www.RSC.com @RSCGroupTRANSCRIPT
Moving beyond Excel, FRx and Forecaster
AUGUST 24, 2012
Prophix So3ware – Corporate Performance Management SoluBon
PresentaBon Overview INTRODUCTIONS
CHALLENGES
PROPHIX
PROPHIX SOLUTION
CASES
Q&A
INTRODUCTIONS
DENNIS TSEN RSC Group Practice Lead, Business Intelligence and Corporate Performance Management Team
ERIC X.V. NGUYEN, CMA Prophix Software Director, Solutions Engineering
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
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
Prophix
2011 Microsoft ISV of the Year
Prophix at a glance
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
ERP Integration & Prophix Reporting
ETL & Data Import
Source System Matching Fields
Financial Model
Target Model
Data
10
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
Unified Reporting, Budgeting, Planning & Business Intelligence
Many capabiliKes from a single Report
Unified Reporting, Budgeting, Planning & Business Intelligence
Ad hoc Drill-‐Across
Graphs & KPIs
Many capabiliKes from a single Report
Excel PDF SharePoint
Dashboard
Template Designer
Report Binder
Go to Software
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
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
Headcount Planning
Fixed Asset Capital Planning
Balance Sheet
Cash Flow Statement
Budgeting Framework
Go to Software
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
CASES
More case studies on the RSC Group Blog
Questions?
Thank You for aSending today’s webinar Have more quesBons? Get in touch:
Twi`er: @RSCGroup RSC Group Prophix Blog