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 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 />
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 />
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
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 East</li></li></ul><li>The New Finance Role<br />
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 />
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
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>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?
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 ?
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 course ?</li></li></ul><li>The Paradigm of Change<br />
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
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 />
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 />
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 />
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 />
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 />
Thank you !<br />Antonio Dutra Jr. - firstname.lastname@example.org<br />Director of Software Solutions<br />