Edgewater Spreadsheet Planning with Microsoft PPS

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Edgewater Technology and Microsoft present the power of Microsoft PerformancePoint Server for spreadsheet planning.

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  • Edgewater Spreadsheet Planning with Microsoft PPS

    1. 2. Michael Hollenbeck NA Mid-Market BI Sales Manager Microsoft Corporation [email_address] 208-319-2153
    2. 3. Who will be responsible for your next big innovation?
    3. 4. Microsoft Business Intelligence Vision <ul><li>A complete and integrated BI solution </li></ul><ul><li>Deliver widespread intelligence through common Microsoft interfaces </li></ul><ul><li>Enterprise-wide via affordable economics </li></ul>
    4. 5. BI for Everyone: How do you get there?
    5. 6. Business Intelligence: Think beyond reports… Transform nondescript lists of reports…
    6. 7. Business Intelligence: Think beyond reports: … into intuitive key performance indicator (KPI) focused dashboards and scorecards
    7. 9. Microsoft/Edgewater Technology A Comprehensive Alternative to Spreadsheet Planning Wednesday, December 10, 2008 www.edgewater.com
    8. 10. <ul><li>Premium IT Consulting Services Provider </li></ul><ul><li>Background </li></ul><ul><ul><li>Founded: 1992 </li></ul></ul><ul><ul><li>Headquarters: Wakefield, MA </li></ul></ul><ul><ul><li>Acquired by StaffMark: 1999 </li></ul></ul><ul><ul><li>Became the Parent: 2001 </li></ul></ul><ul><ul><li>Exchange: NASDAQ </li></ul></ul><ul><ul><li>Ticker: EDGW </li></ul></ul><ul><ul><li>Customers: 185* </li></ul></ul><ul><ul><li>Projects: 1,900* </li></ul></ul><ul><ul><li>Customer Retention: 96% </li></ul></ul><ul><ul><li>Employees: 330 </li></ul></ul><ul><ul><li>Consulting Offices: AR, CA, CO, FL, MA, NY </li></ul></ul><ul><ul><li>North America Presence: 38 States and Canada </li></ul></ul><ul><ul><li>* As of 09/30/2008 </li></ul></ul>EDGEWATER TECHNOLOGY: WHO WE ARE
    9. 11. SPECTRUM OF SERVICES
    10. 12. <ul><li>CFO’s, Controllers, and FP&A Directors are: </li></ul><ul><li>1. Under pressure to drive profitability improvements and increase the resilience of their organizations. </li></ul><ul><li>2. This can not be done without aligning the organization around shared strategic objectives, and plans that can be adjusted to the rapidly changing realties of the market. </li></ul>A DAY IN FINANCE
    11. 13. A TYPICAL PLANNING CYCLE
    12. 14. <ul><li>We love spreadsheets </li></ul><ul><ul><li>Most financial professionals use spreadsheets to manage their planning processes. </li></ul></ul><ul><ul><li>They do this because spreadsheets are: </li></ul></ul><ul><ul><li>Affordable: Available to practically everyone </li></ul></ul><ul><ul><li>Fast: Relatively easy to deploy and easy to customize </li></ul></ul><ul><ul><li>Familiar: Everyone knows how to use a spreadsheet </li></ul></ul><ul><li>We hate spreadsheets </li></ul><ul><ul><li>Consolidation can be difficult and error prone </li></ul></ul><ul><ul><li>Inflexible: once a model is created it is difficult to maintain or change. </li></ul></ul><ul><ul><li>Enterprise worthy? Distribution, Security, Workflow, Audit Capability </li></ul></ul>ENTERPRISE WORTHY SPREADSHEETS
    13. 15. MICROSOFT’S INTEGRATED BI OFFERING Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server DBMS SharePoint Server DELIVERY SQL Server Integration Services SQL Server Analysis Services END USER TOOLS & PERFORMANCE MANAGEMENT APPS Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans
    14. 16. <ul><li>Services Company: “Edgewater Technology” </li></ul><ul><li>Simple P&L: </li></ul><ul><li>Contract Service Revenue </li></ul><ul><li>Less: Cost of Sales </li></ul><ul><li>Less: Operating Expenses </li></ul><ul><li>Equals: Gross Profit </li></ul><ul><li>FY2008 Planning Process </li></ul><ul><li>Profit is measured for Regions and Service Lines </li></ul><ul><li>Canada GM - Received guidance that gross profit for all regions and Service Lines should be at or above 22.5% </li></ul>DEMONSTRATION <ul><li>Demonstration Highlights </li></ul><ul><ul><li>Integrated reporting </li></ul></ul><ul><ul><li>Excel Interface </li></ul></ul><ul><ul><li>Driver Based Budgeting </li></ul></ul><ul><ul><li>Bottom Up and Top Down Budgeting </li></ul></ul><ul><ul><li>Annotations </li></ul></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>Real Time Results </li></ul></ul>
    15. 17. INTEGRATED REPORTING (SHAREPOINT INTEGRATION)
    16. 18. INTEGRATED REPORTING (RICH ANALYTICAL CLIENT)
    17. 19. INTEGRATED REPORTING (ADVANCED VISUALIZATIONS)
    18. 20. INTEGRATED REPORTING (OFFICE INTEGRATION)
    19. 21. INTEGRATED REPORTING (DRILL TO DETAIL)
    20. 22. INTEGRATED REPORTING (DRILL OPTIONS)
    21. 23. DRIVER BASED BUDGETING
    22. 24. EXPLORING THE DATA (CANADA)
    23. 25. EXPLORING THE DATA (REGION SELECTION)
    24. 26. EXPLORING THE DATA (4000)
    25. 27. EXPLORING THE DATA (3900)
    26. 28. EXPLORING THE DATA (2600)
    27. 29. MONITORING PERFORMANCE WITH SCORECARDS
    28. 30. MONITORING PERFORMANCE WITH SCORECARDS
    29. 31. MONITORING PERFORMANCE WITH SCORECARDS
    30. 32. MONITORING PERFORMANCE WITH SCORECARDS
    31. 33. MONITORING PERFORMANCE WITH SCORECARDS
    32. 34. ENTERING PLANS IN MICROSOFT EXCEL
    33. 35. ENTERING PLANS IN MICROSOFT EXCEL Rich formatting and user experience
    34. 36. ENTERING PLANS IN MICROSOFT EXCEL Built in workflow and template assignments
    35. 37. ENTERING PLANS IN MICROSOFT EXCEL One template Many Slices of Data
    36. 38. ANNOTATIONS AND AUDIT CAPABILITY
    37. 39. TOP DOWN & BOTTOM UP PLANNING
    38. 40. REAL TIME DISPLAY OF UPDATES
    39. 41. <ul><li>Next release of PerformancePoint Server? </li></ul><ul><ul><li>Scheduled for early 2010 </li></ul></ul><ul><li>What backend databases are supported by PerformancePoint Server? </li></ul><ul><ul><li>Source data: Virtually any data source </li></ul></ul><ul><ul><ul><li>Databases, CRM, ERP systems </li></ul></ul></ul><ul><ul><li>PPS store: Native SQL Server </li></ul></ul><ul><li>How do users upload and download into the general ledger? </li></ul><ul><ul><li>Existing financial close process doesn’t change </li></ul></ul><ul><ul><li>For planning, PPS takes data from sources like the general ledger, and presents in an integrated environment </li></ul></ul>QUESTIONS
    40. 42. <ul><li>When input is done by a user, how do “administrators” know when the input is done? </li></ul><ul><ul><li>Data is input into Excel template and saved in action pane </li></ul></ul><ul><ul><li>Action pane/workflow area allows users to submit drafts </li></ul></ul><ul><ul><li>Ability to set alerts for administrators </li></ul></ul><ul><li>What version of Excel does PPS work with? </li></ul><ul><ul><li>2003 and 2007 </li></ul></ul><ul><li>What is the ballpark pricing -- Yearly ? Monthly? Per user? </li></ul><ul><ul><li>Server/User model </li></ul></ul><ul><ul><ul><li>Server = $20K </li></ul></ul></ul><ul><ul><ul><li>User = $195/user </li></ul></ul></ul><ul><ul><ul><li>No administrator or power user levels – flat fee for all users </li></ul></ul></ul>QUESTIONS
    41. 43. <ul><li>Is there the capability to do periodic forecasting with actuals, measure against metrics and budgets? </li></ul><ul><ul><li>Absolutely, can create different versions of budgets to compare to actuals and metrics </li></ul></ul><ul><li>How does ProClarity fit in? </li></ul><ul><ul><li>Three parts of PPS included with server purchase </li></ul></ul><ul><ul><ul><li>Monitoring </li></ul></ul></ul><ul><ul><ul><li>Planning – what was reviewed today </li></ul></ul></ul><ul><ul><ul><li>Analytics </li></ul></ul></ul><ul><ul><li>ProClarity is the basis of Analytics </li></ul></ul><ul><ul><li>Planning and Analytics work together, not competing </li></ul></ul><ul><li>Average time to implement for a mid-sized company? </li></ul><ul><ul><li>General guideline: 2-3 months for a full trial application </li></ul></ul>QUESTIONS
    42. 44. 20 Harvard Mill Square Wakefield, MA 01880 781.246.3343 Phone 781.246.5903 Fax

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