Vena Solutions presents a solution to automate budgeting, forecasting, and reporting for Clean Energy Co. using a centralized database integrated with Excel. This would improve data accuracy and integrity by eliminating manual spreadsheet processes, increase collaboration across autonomous regions, and automate weekly, monthly, and quarterly reporting. Vena integrates with existing systems and Excel templates while providing security, workflow, and analytics capabilities. Customers typically see reduced budgeting and reporting cycles by 50-95% and increased time for analysis by 2-4x through Vena's automated processes and centralized data.

1. Budgeting, Forecasting and
Report Automation
Vena Solutions
Empowering you to work the way you think!
Clean Energy Co.

2. Agenda
• Inefficiencies & Pain Points
• About Vena Solutions
• Vena Value Proposition
• Customer Success Journey
• Anticipated Value
• Anticipated Results
• Q&A

3. Inefficiencies & Pain Points
Data Integration Multiple source systems
Data Accuracy & Integrity Manual spreadsheet processes
Collaboration
Multiple autonomous regions -- But requires
central planning
Business Logic
Product costs, lead time, demand, commodity
price fluctuations
Manual Reporting Weekly, monthly, quarterly
Data Transparency Difficult to analyze data, variances
(i.e. Why have margins flattened despite regular growth in sales?)

4. About Vena Solutions
Vena automates processes including:
• Budgeting, Planning & Forecasting
• Management Reporting & Analysis
• Financial Close Management
The Way You Think
Hundreds of leading global brands trust Vena to deliver
trusted numbers and insights – fast – without leaving Excel
TRADITIONAL
ENTERPRISE
SOLUTIONS

5. Vena’s Value to Clean Energy Co.
Feature
Central database
Integration to source data
Advanced Excel modeling
DATA INTEGRITY
Benefit
Latest, accurate data always
No re-keying data
Agile business logic
Increased confidence in the results
Feature
Process automation
Workflow visibility
Cloud delivery
ACCELERATED CYCLE TIME
Benefit
Easily assign tasks and users
Ensure timely completion
Anywhere, anytime access
Start reviewing the data sooner
Feature
Security to view or edit data
Audit trail
Embedded workflow
SECURITY & CONTROL
Benefit
Central data governance
Track who changed what, when
Segregation of duties
Information is secure, controlled and audited
Feature
Native Office integration
Analytical database
Web dashboards
REPORTING & ANALYSIS
Benefit
Leverage what you know
Insightful, granular data analysis
Intuitive KPI analysis
Make better business decisions and report quickly

6. Office 365 / Excel Cloud In-memory Computing Process Management
Analytical Central
Database
Redshift Relational
Processing
Visual Data
Integrations
Security and
Audit
Scenario Modeling
Best Practice Models
Leverage best practice models
to deliver value
Dashboard Analytics
Turn data into
actionable information
Email Report Distribution
Automate the packaging and
distribution of reports
Word / PPT Integration
Automate end-to-end financial
& management reporting
6
Vena Technology Stack
Vena Technology Stack

7. How Vena Integrates with MS-Excel
7
Template
Authoring
• Full Excel
Capabilities
• Supports 400+
Functions
• Validates and
protects business
logic
Central
Calculations
• Server template
automation
• High performance
• High scalability
Online User
Experience
• Publish to online
Excel 365
• Mobile experience
• Fully integrated with
Vena’s web UI
Vena’s Excel Integration

8. 8

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11. The Customer Success Journey
C U S T O M E R S U C C E S S M A N A G E M E N T
P R O F E S S I O N A L S E R V I C E S
I M P L E M E N T A T I O N & T R A I N I N G G O - L I V E
P O S T - P R O D U C T I O N & S U P P O R T
C O N T I N U E D E D U C A T I O N
R O A D M A P E N G A G E M E N T

12. Anticipated Value
Benefits
• High user adoption
– Across autonomous regions
• Improved business logic
– Central analytical database
– By customer segment, energy product (gas,
solar, wind), by account, by region, etc.
– Cost allocations, driver-based calculations
• Improved data accuracy
• Real-time data
– Real-time reporting and report distribution
• More time for analysis
– Self-serve analytics
• Elevated role for finance
Capabilities
• Integrated planning
– Across finance and operations
– Monthly rolling forecasts
• Maintaining complex energy models
– 25 year old legacy Excel models
• Automated reporting
• Long-range planning
– For new contracts
• What-if modeling and more
– For strategic initiatives

13. Anticipated Results
“Automating our
financial processes
gave First Wind the
opportunity to
enhance employee
efficiency across the
organization.”
Caroline Rubin
Controller, First Wind
50-95%
Reduction in
Budgeting &
Reporting Cycles
2-4x
Increased Time for
Value Added
Analysis

14. Q&A