Are you experiencing "spreadsheet chaos"? This presentation shows you how to use BI and CPM software to produce your financial statements and analyze your ERP finance data with just a few clicks. You too can climb out of spreadsheet hell. If you're interesting in business intelligence software or BI tools for ERP systems, please send an e-mail to info@i-app.com or call Performa Apps at 703.251.4504. Performa ERP LN consultants are available to design and build LN reports, dashboards and other customized presentations of your ERP data. We also do Baan to LN upgrades worldwide. Visit us on http://inforln.com for many more enterprise software and ERP software presentations.

1. Eliminating Spreadsheet Chaos
Dan Aldridge CEO Performa Apps
e-mail dan.aldridge@i-app.com
website www.inforln.com/wp
linkedin Dan Aldridge
twitter @Danaldridge1

2. The Unsurprising Results Are In…
90% of all spreadsheets with 150 rows or more had errors.
75% of all spreadsheets had errors.
90% of companies are not confident that their spreadsheet
forecasts and reports are accurate and reliable.

3. An Environment of Exasperation
• Enormous amount of time spent building and maintaining spreadsheets.
• Data collection, review, and submission processes are
largely manual—and error-prone.
• Data is stored in myriad spreadsheet and databases.
• Changes to data must be promulgated manually.
• Version control is challenging, at best.
• Cycle time is unnecessarily long.
• Consolidating, unifying, and integrating data at any given level is difficult.
• Integration with other financial source systems is cumbersome or manual.
• Data analysis and reporting is slow and unreliable.
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4. 4
A Typical Spreadsheet Conversation - Budgeting
Bill the
Budget Director
Pauline the
Department Manager
Dave the Ass’t Division Director
Unit Managers, I found a couple of
small errors. Use this template
instead.
Dave, here is my
budget input.
I don’t see any
difference. I’ll stick
with my first to
avoid confusion.
Bill, here’s the
Department’s
submission.
Hmmm, just noticed
and fixed some
possible small errors.
I need Donna to
confirm.
Donna the Division Director
You’re right, Dave. Good
catch.
Bill, here’s the
Department’s
submission.
Dept Managers, here is the budget
data entry template for all program
data.
Donna,
something is
amiss.

5. So Why Do We Cling to our Spreadsheets?
Because it feels easier in the short-term.
Very short learning curve.
End users can customize their spreadsheets with their own versions and calculations.
Although this contributes to the problem.
No IT assistance required.
It’s already paid for, as part of Microsoft Office.
No complicated contracting required.
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6. We Can Have Our Cake and Eat it Too!
Web-based, Excel-type interface makes user transition simple.
One centralized database for one single version of the truth.
Workflows for data collection, review, and submission activities are streamlined
and automated.
Built in security, control, and financial intelligence improve cycle time.
Data and program analysis and reporting is immediate and actionable.
Open architecture allows integration with other source systems.
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7. Corporate Performance Management
Management
Reporting &Analysis
Strategy
Planning
Budgeting
Forecasting
Consolidation
Data
Management
ERP
FMS
CRM
Big
Data
Exception
Rules
Excel
Views
Web
Views
Workflow
Approvals
Text
Comments
Security
Structure
Cubes Databases
7 Copyright © 2011 Infor. All rights reserved.
Excel Web
Applications
Application
Database
OpenLink
Source Systems
(GL, ERP, CRM, SCM, Other)
Closed-Loop
Performance Management
BI

8. Infor CPM – “Hot” Vendor in Analyst Evaluation
Results from a Ventana Research Study…..
Source: The Ventana Research Value Index: Financial
Performance Management, November 2010
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9. For more info: Email dan.aldridge@i-app.com
Twitter @danaldridge1, @iapperp
Website: www.inforln.com/wp