The document outlines a comprehensive overview of integrated financial planning and analytics solutions, focusing on Agility Planning's capabilities in business intelligence. Key features include interactive dashboards, extensive visualization options, user-driven modeling, and predictive analytics using Power BI and SQL Server. The platform aims to streamline financial reporting and planning through a cloud-based or on-premise approach, catering to diverse business needs.

1. Power BI Showcase
Integrated Financial Planning & Analytics (Agility Planning)

2. 2004
Financial Reporting/Planning
Tailored Business Intelligence Solutions
Cloud Solutions
Predictive Customer Analytics
Founded
Focus
Offices Chicago, Sydney, Brisbane, Kolkata, Zurich
Clients:
Managility Solutions:

3. Integrated Approach on ONE Platform
Proprietary planning Tool
Specialised Dashboard Software
Read Only Data Warehouse
Data Discovery Tools
Report Writer

4. Architecture

5. Power BI and SQL Server have revolutionised Business intelligence…
• Market Leading Data Platform
• Interactive Dashboards and Data Discovery
• Extensive Visualisation Options
• Wide Range of Source Connectors
• Natural Language Query
• Web, Desktop, Excel
• Disruptive Pricing
• Cloud/On-Premise

6. Agility Planning/Clear Jelly Extend Offering
• One Click Add-on For Accounting
• Business User Controlled Modelling
• Multi User Write Back On Any Level
• Web, Power BI Visual, Excel Frontends
• Superfast in Memory Engine
• Proven, Highly Scalable MS SQL Platform
• Advanced/Predictive Analytics
• Workflow/Notification
• Exact Audit Trails
• Extend/Tailor Solutions With Native API

7. Excel Add-On, Power
BI Visual, Web App
One Click/Native
Connectors Source
Agility Planning Features
Business User Driven
Modelling
“Single Version Of The
Truth” Data Model on
Standard RDBMS
High Performance
Write Back/Planning

8. Tailored Dashboards
and Reports
Add Any Source Excel Add-On, Power
BI Visual, Web App
At a Click Start
Clear Jelly Features
Simple Consolidation

9. Announced
MS SQL Server Proprietary Proprietary Proprietary Proprietary Proprietary SQL Server
~1k
Minimum
Investment
~$20k
Minimum
Investment
~$20k
Minimum
Investment
~$20k
Minimum
Investment
$140-$170 per
Power User
>$50k
Minimum
Investment
~$100k
Minimum
Investment
BOARD PREVEROCognos TM1JEDOXAdaptiveAnaPlan
PRICING
Agility Planning/
Clear Jelly
NAME
EXCEL
INTEGRATION
MODELLING
SELF SERVICE
PROVISION
IN MEMORY
ENGINE
POWER BI
INTEGRATION
The Market
ENGINE

10. The Business User In Charge:
• Easy to Use Business Modelling
• Multi User Write Back On Any Level
• Web, Power BI Visual, Excel Frontends
• Superfast in Memory Engine
• Advanced/Predictive Analytics
• Workflow/Notification
• Exact Audit Trails
• Extend/Tailor Solutions With Native API

11. It Only Takes 2 Minutes to Get Started:

12. Business Modelling
Advanced financial
consolidation
Identify driving factors and
use in responsive models
Add new calculations with
powerful rules engine
Simulate introduction of
new product, acquisitions etc.

13. Power BI Visual Integration
Native Power BI Visuals:
Data Entry (Top Down/
Bottom Up In Matrix
IBCS Visualizations
Comments

14. Live Link for flexible reporting and writeback from Excel
Writeback from Pivot Table
Flexibility through Cell Based
Reporting
Modelling

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