São Paulo, August 25th, 2009<br />Antonio Dutra Jr. – Director of Software Solutions<br />The New Finance Rule<br />
Who are we?<br />Carpio Solutions is a Global Company of Software and Services designed to help customers to maximize thei...
Overview of the Company<br />• Founded in June 2007   	<br />• Through the: Acquisition of GesFin,  a software planning co...
MicroStrategy Relationship<br /><ul><li>Beginning with a regional partnership in 2007in Brazil
Created an integrated version of GesFin to MicroStrategy
Directly relationship with a Group of Corporative Product in Washington/USA
In 2008, Carpio becomes MicroStrategy Global Partner
Created an BI area of MicroStrategy
Companies offers an integrated solution for customers and prospects MSTR
Working with a Global Sales Force and Network Partners MicroStrategy
USA, Mexico, Central America, Brazil, Argentina, Peru, Spain,                Portugal, Belgium, UK , Australia, and Middle...
Reflection<br />Once, a student asked a teacher whythe questions on this year exam paper were the same as last year...<br ...
The Finance Pressures <br /><ul><li>IFRS
Compliance ( SOX )
Costs Reduction
Search and Support of Talents
Support the CEO demands
Support the Managers decisions</li></li></ul><li>Finances and their Pain<br /><ul><li>Staff Reduction
Costs of average financial functions have been cut from 1% to 3%                                                          ...
More work
People reduction, not on activities.
More Pressure, more Stress
In recent survey, 68% of </li></ul>interviewedsaid they are <br />under more pressure  in the <br />past two years.<br /><...
Too many metrics and irrelevant reports
Too many complex spreadsheets, repetition of                             information
Too many inconsistent investiment</li></ul>	decisions and  poor monitoring of return on investiments( ROI )<br /><ul><li>E...
Do you know how your company                                                  </li></ul>	will be in the next 3 to 6 months...
Do you know if the company resources are                                 working on the best opportunities ?
The Management and Planning software                                      allows you toanticipate actions to correction   ...
The Finance Crossroads<br />
Organizations in the XXI Century<br />
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Carpio - Evento MicroStrategy São Paulo

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  • TJM: For MSTR prospects
  • Carpio - Evento MicroStrategy São Paulo

    1. 1. São Paulo, August 25th, 2009<br />Antonio Dutra Jr. – Director of Software Solutions<br />The New Finance Rule<br />
    2. 2. Who are we?<br />Carpio Solutions is a Global Company of Software and Services designed to help customers to maximize their financial and operational performance using the Suite GesFinTM for Comprehensive Performance Management.<br />Global Partner MicroStrategy<br />Microsoft GOLD Certified Partner<br />SAP Certified ISV for Planning Solutions<br />
    3. 3. Overview of the Company<br />• Founded in June 2007 <br />• Through the: Acquisition of GesFin, a software planning company, and Aleriant, TI services company. <br />• By Palladium Equity (NY). <br />• Global Management Team <br />• +100 employees and growing<br />Global Presence<br />HQ: Research Triangle Park, NC<br />Mexico City,Mexico <br />Panama City, Panama<br />Buenos Aires, Argentina<br />São Paulo, Brazil<br />Florianópolis,Brazil<br />Porto Alegre, Brazil<br />In 2009 Europe/Spain<br />
    4. 4. MicroStrategy Relationship<br /><ul><li>Beginning with a regional partnership in 2007in Brazil
    5. 5. Created an integrated version of GesFin to MicroStrategy
    6. 6. Directly relationship with a Group of Corporative Product in Washington/USA
    7. 7. In 2008, Carpio becomes MicroStrategy Global Partner
    8. 8. Created an BI area of MicroStrategy
    9. 9. Companies offers an integrated solution for customers and prospects MSTR
    10. 10. Working with a Global Sales Force and Network Partners MicroStrategy
    11. 11. USA, Mexico, Central America, Brazil, Argentina, Peru, Spain, Portugal, Belgium, UK , Australia, and Middle East</li></li></ul><li>The New Finance Role<br />
    12. 12. Reflection<br />Once, a student asked a teacher whythe questions on this year exam paper were the same as last year...<br />Yes,replied the professor... The questions are exactly the same. What you should know is that the answers have changed.<br />Albert Einstein<br />
    13. 13. The Finance Pressures <br /><ul><li>IFRS
    14. 14. Compliance ( SOX )
    15. 15. Costs Reduction
    16. 16. Search and Support of Talents
    17. 17. Support the CEO demands
    18. 18. Support the Managers decisions</li></li></ul><li>Finances and their Pain<br /><ul><li>Staff Reduction
    19. 19. Costs of average financial functions have been cut from 1% to 3% over past 10 years.
    20. 20. More work
    21. 21. People reduction, not on activities.
    22. 22. More Pressure, more Stress
    23. 23. In recent survey, 68% of </li></ul>interviewedsaid they are <br />under more pressure in the <br />past two years.<br /><ul><li>Higher Staff turnover</li></li></ul><li>Many Activities of Low Value<br /><ul><li>Low standardization, inconsistent processes, many errors by manual input
    24. 24. Too many metrics and irrelevant reports
    25. 25. Too many complex spreadsheets, repetition of information
    26. 26. Too many inconsistent investiment</li></ul> decisions and poor monitoring of return on investiments( ROI )<br /><ul><li>Excessive Micro-Management</li></li></ul><li>Few High-Value Activities<br /><ul><li>Do you know exactly what the actual situation of your company?
    27. 27. Do you know how your company </li></ul> will be in the next 3 to 6 months ?<br /><ul><li>Do you know what are the essential drivers ?
    28. 28. Do you know if the company resources are working on the best opportunities ?
    29. 29. The Management and Planning software allows you toanticipate actions to correction the course ?</li></li></ul><li>The Paradigm of Change<br />
    30. 30. The Finance Crossroads<br />
    31. 31. Organizations in the XXI Century<br />
    32. 32. The New Finance Rule<br />Chartered Institute of Management Accountants<br /><ul><li>The Financial area MUSTbe more efficient in providing </li></ul>reliable information for managing the business<br /><ul><li>The main Finance challenge must be the development of people that can colaborate making decisions involving the business
    33. 33. Any company that IS NOT MODIFYING THIS FINANCE FUNCTIONSis putting the business at risk</li></li></ul><li>Summarizing...<br />The ideal Finance role is a minimum time spent on reconciliation and reporting of the realized. A large organization expend most of time trying to anticipate what will happen in the future, make sure that the company’s resources are allocated in the right opportunities and ensuring that the company operates with the best controls and processes.<br />Gary Crittenden, CFO, American Express<br />
    34. 34. A New Finance View<br />Create time/Reduce Costs adapting your operational processes.<br />Create more capacity for performance, atracct the best professionals and offer to them a great place to work.<br />Provide agility to the business with using new tools that have predictive capacity.<br />Reduce losses through better decisions<br /> for investments.<br />5. Support the culture of high performance through appropriate and fair metrics.<br />6. Be recognized as a collaborator of high added value that provides useful and reliable information.<br />
    35. 35. Focus on Essential<br />
    36. 36. Conclusions<br />
    37. 37. GesFin Advantages<br /><ul><li>High Cost
    38. 38. Painful Implementation
    39. 39. Too much Time to stabilize
    40. 40. Too many TI Resources
    41. 41. External Dependency
    42. 42. Change Management Complicated
    43. 43. Internal Training </li></li></ul><li>Main Points GesFin v5 MSTR<br /><ul><li>Allows use of Investiments already made
    44. 44. Users see GesFin as another project in the portal
    45. 45. Look and feel the MicroStrategy environment
    46. 46. 100% Web, zero footprint
    47. 47. Integrated Security, Single sign-on
    48. 48. Data GesFin analysed through Reports and Dashboards MicroStrategy
    49. 49. All features of BI MicroStrategy in the Corporate Performance Management project</li></li></ul><li>CARPIO GesFin™<br />Customers and Business Cases<br />
    50. 50. Some CARPIO Customers<br />
    51. 51. GesFin Case #1<br />ANGELONI<br />BACKGROUND<br />•Retail:Supermarket, Pharmacies and Gas Station<br />• 6,000 employees<br />• 1.8 millon customers per month<br />CHALLENGES<br />• Improve the data accuracy, reducing of turnaround planning time and extend the collaboration of all in the process<br />• Get involvement of key stakeholders in the planning process<br />KEY PURCHASE CRITERIA<br />• Web-Based delivery without TI support<br />• Easy of use e intuitive navigation for low-skilled users<br />• Rapid Implementation<br />• LowTCO – Total Cost of Ownership<br />RESULTS<br />• 90 days project<br />• Managers heads their own plans<br />• Improve Collaboration<br />• Improve ability to model new scenarios and simulations<br />“ Our users adopted the GesFin right from the start because the easy of use. <br />The GesFinTM solution was completely implemented in 90 days and fully <br />integrated with our ERP. ”<br /> - Clementino Bolan Filho, CFO<br />
    52. 52. GesFin Case #2<br />TOTALCOM GROUP<br />BACKGROUND<br />•Services:Largest LATAM Advertinsing Firm<br />• Branches over 16 Countries<br />• Multiple Companies<br />CHALLENGES<br />• Improve automatic consolidation<br />• Replace massive use of interlinked Excel<br />• Involve BU heads in process<br />• Difficult to change structures of Planning<br />• Limited IT availability<br />KEY PURCHASE CRITERIA<br />• Integrate with many different ERP Systems<br />• Low IT support to implement<br />• Heavy Workflow Functionality<br />• Easy creation of multiple scenarios<br />RESULTS<br />• Deployed to all branches<br />• Modeling Financial and Operational<br />• Improve Collaboration<br />• Increase Planning efficiency<br />• Finance in control, not IT<br />“We evalueted many products, and in the end, we selected the GesFinTM Solution because we believed it was the most user friendly for our business. We are extremely satisfied with the results of the implementation, which has helped us improve our financial planning process.”<br /> - Jamila Srikhi, Planning and Financial Manager<br />
    53. 53. CARPIO GesFin™<br />Market Analyst<br />
    54. 54. What they say about us?<br />
    55. 55. What they say about us?<br />
    56. 56. What they say about us?<br />
    57. 57. What they say about us?<br />
    58. 58. Briefly, we were talking about:<br />Planningthe future of the company,<br /> Known exactly what’s happening,<br />Beingproactiverather than reactive, <br /> Take corrective or preemptive actions<br />and <br />Running your business better!<br />
    59. 59. Thank you !<br />Antonio Dutra Jr. - adutra@carpio.com<br />Director of Software Solutions<br />
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