This document provides an overview of Adaptive Insights, a cloud-based business planning and analytics solution. Some key points:
- Adaptive Insights has over 3,700 customers in over 50 countries with a modern cloud architecture.
- It has received numerous awards and recognition from analysts as a leader in strategic corporate performance management.
- The company has experienced strong and sustained revenue growth over 40% annually since 2013 with recurring subscription revenue models.
- It provides powerful yet easy-to-use planning, reporting, and analytics capabilities in a single cloud solution.
The role of finance is rapidly evolving. Finance leaders are expected to provide strategic guidance and collaborate more closely with other lines of business.
Modern planning and performance management solutions empower finance to succeed in this new era. They combine integrated planning, reporting and analytics with a self-service approach - making it incredibly easy to use for everyone in the business.
Meet Jedox 7 – The Kickstarter for Integrated Planning: Jedox 7 is the latest release of our innovative, Excel-optimized software platform for planning and performance management with a unified view of your data across the web, mobile and desktop.
[Expert Discussion] Advanced Planning Survey by BARC Jedox
The “Advanced Planning Survey 2015”, a recent study by BARC Institute, shows that planning processes that are supported with Excel stand-alone or a combination of different tools are more likely to have problems and take significantly longer. Nonetheless, 90% of all businesses still use Excel for their year-end planning.
Watch our on-demand expert webinar with BARC senior analyst Dr. Christian Fuchs to gain valuable insight from independent market analysts and see the results of the BARC Advanced Planning survey first hand. And see how Jedox’s powerful planning capabilities stack up against the competition.
With so many entities data to merge, do you have time to give a true picture of your company’s finances?
Fast-growing companies find themselves confronted by a bewildering complexity of foreign currencies, languages, accounting standards, taxation structures, reporting and compliance requirements that far outstrip the capabilities of the spreadsheets and standalone accounting applications they'd traditionally used for financial consolidation.
Jedox offers a scalable model for sophisticated financial consolidation and minimizes the risk of error and delay of manual approaches to multiple charts of accounts and data sources.
[Webinar] 7 Reasons to Change Your Budgeting & Forecasting ProcessJedox
When the Office of Finance loses time gathering and reconciling data with the help of spreadsheets, they can’t support fact-based decision making. You can’t be a strategic partner to your business. Maybe it's time to stop relying on IT to build forecasting reports for you and waiting weeks for them.
This presentation is for financial managers needing a better self-service tool for budgeting, planning and forecasting and those needing a spark to change current practices that are holding your company back. Maybe it’s time to stop relying on IT to build forecasting reports for you and waiting weeks or even months for them, or it is time to augment or replace antiquated business intelligence tools that don’t deliver the ‘what-if’ and planning scenarios you need.
Learn more about our Seven Reasons to Change.
The role of finance is rapidly evolving. Finance leaders are expected to provide strategic guidance and collaborate more closely with other lines of business.
Modern planning and performance management solutions empower finance to succeed in this new era. They combine integrated planning, reporting and analytics with a self-service approach - making it incredibly easy to use for everyone in the business.
Meet Jedox 7 – The Kickstarter for Integrated Planning: Jedox 7 is the latest release of our innovative, Excel-optimized software platform for planning and performance management with a unified view of your data across the web, mobile and desktop.
[Expert Discussion] Advanced Planning Survey by BARC Jedox
The “Advanced Planning Survey 2015”, a recent study by BARC Institute, shows that planning processes that are supported with Excel stand-alone or a combination of different tools are more likely to have problems and take significantly longer. Nonetheless, 90% of all businesses still use Excel for their year-end planning.
Watch our on-demand expert webinar with BARC senior analyst Dr. Christian Fuchs to gain valuable insight from independent market analysts and see the results of the BARC Advanced Planning survey first hand. And see how Jedox’s powerful planning capabilities stack up against the competition.
With so many entities data to merge, do you have time to give a true picture of your company’s finances?
Fast-growing companies find themselves confronted by a bewildering complexity of foreign currencies, languages, accounting standards, taxation structures, reporting and compliance requirements that far outstrip the capabilities of the spreadsheets and standalone accounting applications they'd traditionally used for financial consolidation.
Jedox offers a scalable model for sophisticated financial consolidation and minimizes the risk of error and delay of manual approaches to multiple charts of accounts and data sources.
[Webinar] 7 Reasons to Change Your Budgeting & Forecasting ProcessJedox
When the Office of Finance loses time gathering and reconciling data with the help of spreadsheets, they can’t support fact-based decision making. You can’t be a strategic partner to your business. Maybe it's time to stop relying on IT to build forecasting reports for you and waiting weeks for them.
This presentation is for financial managers needing a better self-service tool for budgeting, planning and forecasting and those needing a spark to change current practices that are holding your company back. Maybe it’s time to stop relying on IT to build forecasting reports for you and waiting weeks or even months for them, or it is time to augment or replace antiquated business intelligence tools that don’t deliver the ‘what-if’ and planning scenarios you need.
Learn more about our Seven Reasons to Change.
A Good document helpful for people working on S4 HANA Finance. All slides shown in LAB Preview available in 1511 now.
If any one find sharing this document violating of copyright please let me know so I can remove.
[Webinar] What Sales Professionals Need to Succeed in the Digital AgeJedox
Take your Sales Budgeting, Planning and Forecasting to the next level
The digital age has liberated buyers and opened up many new market opportunities. Buyers have access to a wealth of information sources today. This means, as a sales professional you must be better informed, too. If standard CRM reports or spreadsheet solutions can’t provide the full picture, it’s time to take your sales budgeting, planning and forecasting to the next level.
Discover how Jedox, one of the world’s leading Enterprise Planning software solutions, enables you to manage sales performance and deliver accurate sales forecasts. Jedox creates a 360° customer view by easily combining metrics from your CRM, POS, and call center with external market data.
Analyze data from Twitter in real-time with the Jedox Social Analytics App.
Use Jedox Social Analytics to go one step further and access advanced analysis features on social media data. How do Twitter users perceive your brand? Where on the globe do users Tweet most about your product? What are the Top 100 trending tags in your sales region? With Jedox Social Analytics you recognize important market trends in real-time. Jedox’s cost-free app has an intuitive user interface, allowing you to easily visualizes the Top 100 scorers, derive insight from historical data, or provide geographical analyses with numerous zoom functionality. With Jedox Social Analytics, see immediately where and when on the planet people are tweeting about your company or product.
SAP will periodically stop mainstream support for SAP ECC over the next 5 years. The pending move to SAP S/4HANA is unavoidable. But, how do you prepare yourself to control and automate your SAP S/4HANA Migration with the right effort and timeline?
Based on her SAP S/4HANA Conversion for a Leading High Tech Manufacturer in the USA and multiple SAP Projects over the past 25+ years, Vaidehi decodes SAP S/4HANA Conversions and addresses customer queries in this webinar PPT. You can view the webinar at https://ktern.com/webinar/decoding-s4hana-system-conversion
To know more about our product for S/4HANA Conversion, visit https://ktern.com/
SAP ECC customers considering a move to S/4HANA would ideally perform a System Conversion to preserve existing functionalities and processes while embracing the advanced capabilities of S/4HANA.
KTern.AI is a Digital Transformation as a Service (#DXaaS) Automation Platform which enables intelligent automation, governance, and collaboration for SAP Customer and SAP Partners during their SAP S/4HANA Conversion projects.
Go through the document and watch the full webinar on YouTube to learn how how the SAP Community can leverage KTern.AI - The #DXaaS Automation Platform
KTern - Cognitive Digital Workplace Tailor-Made for SAP Customers and SAP Par...Akilesh Kumaran
KTern is a cognitive digital workplace tailor-made for SAP Customers and SAP Partners to help them achieve agility, productivity, automation, and cost & timeline savings not seen before in the SAP Ecosystem.
It is validated by SAP and enlisted as a part of the SAP Store – SAP’s prestigious & exclusive marketplace, and qualified by SAP as a part of four (4) SAP Qualified Partner Packaged Solutions
Hypothesis
Accurate and complete linear / geospatial master data is critical to definition of aviation maintenance tasks. Accurate and complete real-time location data can drive better planning, routing, scheduling / execution.
What is Simple Finance?
It is a single source of truth for accounting
Remove Index and aggregation tables not needed
Logic Document
Embedded Analytics
New user interface utilizing SAP Fiori apps
Speed up the month-end processes
Integrated planning
Mike Malandra, Ranzal lead consultant, presented Configuring Hyperion Tax Provisioning (HTP) at KScope14. HTP is software created by Oracle, based on Hyperion Financial Management (HFM) to support corporate tax provisioning process.
A Good document helpful for people working on S4 HANA Finance. All slides shown in LAB Preview available in 1511 now.
If any one find sharing this document violating of copyright please let me know so I can remove.
[Webinar] What Sales Professionals Need to Succeed in the Digital AgeJedox
Take your Sales Budgeting, Planning and Forecasting to the next level
The digital age has liberated buyers and opened up many new market opportunities. Buyers have access to a wealth of information sources today. This means, as a sales professional you must be better informed, too. If standard CRM reports or spreadsheet solutions can’t provide the full picture, it’s time to take your sales budgeting, planning and forecasting to the next level.
Discover how Jedox, one of the world’s leading Enterprise Planning software solutions, enables you to manage sales performance and deliver accurate sales forecasts. Jedox creates a 360° customer view by easily combining metrics from your CRM, POS, and call center with external market data.
Analyze data from Twitter in real-time with the Jedox Social Analytics App.
Use Jedox Social Analytics to go one step further and access advanced analysis features on social media data. How do Twitter users perceive your brand? Where on the globe do users Tweet most about your product? What are the Top 100 trending tags in your sales region? With Jedox Social Analytics you recognize important market trends in real-time. Jedox’s cost-free app has an intuitive user interface, allowing you to easily visualizes the Top 100 scorers, derive insight from historical data, or provide geographical analyses with numerous zoom functionality. With Jedox Social Analytics, see immediately where and when on the planet people are tweeting about your company or product.
SAP will periodically stop mainstream support for SAP ECC over the next 5 years. The pending move to SAP S/4HANA is unavoidable. But, how do you prepare yourself to control and automate your SAP S/4HANA Migration with the right effort and timeline?
Based on her SAP S/4HANA Conversion for a Leading High Tech Manufacturer in the USA and multiple SAP Projects over the past 25+ years, Vaidehi decodes SAP S/4HANA Conversions and addresses customer queries in this webinar PPT. You can view the webinar at https://ktern.com/webinar/decoding-s4hana-system-conversion
To know more about our product for S/4HANA Conversion, visit https://ktern.com/
SAP ECC customers considering a move to S/4HANA would ideally perform a System Conversion to preserve existing functionalities and processes while embracing the advanced capabilities of S/4HANA.
KTern.AI is a Digital Transformation as a Service (#DXaaS) Automation Platform which enables intelligent automation, governance, and collaboration for SAP Customer and SAP Partners during their SAP S/4HANA Conversion projects.
Go through the document and watch the full webinar on YouTube to learn how how the SAP Community can leverage KTern.AI - The #DXaaS Automation Platform
KTern - Cognitive Digital Workplace Tailor-Made for SAP Customers and SAP Par...Akilesh Kumaran
KTern is a cognitive digital workplace tailor-made for SAP Customers and SAP Partners to help them achieve agility, productivity, automation, and cost & timeline savings not seen before in the SAP Ecosystem.
It is validated by SAP and enlisted as a part of the SAP Store – SAP’s prestigious & exclusive marketplace, and qualified by SAP as a part of four (4) SAP Qualified Partner Packaged Solutions
Hypothesis
Accurate and complete linear / geospatial master data is critical to definition of aviation maintenance tasks. Accurate and complete real-time location data can drive better planning, routing, scheduling / execution.
What is Simple Finance?
It is a single source of truth for accounting
Remove Index and aggregation tables not needed
Logic Document
Embedded Analytics
New user interface utilizing SAP Fiori apps
Speed up the month-end processes
Integrated planning
Mike Malandra, Ranzal lead consultant, presented Configuring Hyperion Tax Provisioning (HTP) at KScope14. HTP is software created by Oracle, based on Hyperion Financial Management (HFM) to support corporate tax provisioning process.
Your business is growing and so is your cost to maintain a system you have outgrown. Emerging project-based businesses just can’t handle the inefficiencies and risk that a generic tool like QuickBooks creates.
The decision to change tools is difficult but the choice of tools to replace your old system is easy. Unanet is the clear choice to manage your projects, people, and financials. This webinar will show you how Unanet can transform your business.
Learn more at: https://www.unanet.com/news/demand-webinars
IT Financial Management Series - Part 1: Defining a Model to Effectively Run ...UMT
"This is the first part of the IT financial management series. In this webinar, Charlie Curcio, IT CFO shares his experience in defining what it means to Run the Business of IT.
On average companies spend 5% of the total operating budget on IT, increasing pressure on executives to reduce costs, communicate value and align IT investments with business priorities to drive a competitive advantage.
Today, many high performing IT organizations are adopting Integrated IT Portfolio Analysis (IIPA) best practices to effectively Run the Business of IT. Developing a holistic data model and financial framework is key to driving transparency across disparate IT domains and providing accurate and reliable metrics to enhance decision making."
A Customer's Take on Moving from Discoverer to Oracle Business AnalyticsPerficient, Inc.
If you’re among the many Oracle E-Business Suite customers still using Discoverer for your reporting and analytics needs, change is inevitable. But it doesn’t have to be disruptive to your business. For Group Voyagers, a group of leading escorted tour, river cruise and independent travel package companies, moving off Discoverer took just nine weeks!
Gary Aragon, accounting manager at Group Voyagers, joined us to discuss the company’s long-term reporting strategy and how it was able to successfully migrate to Oracle BI Enterprise Edition (OBIEE). Discussion included:
-Replacement Options - OBIEE and Oracle Analytics Cloud
-Best practices, methodologies, and deployment risks
-User adoption
-Benefits realized with OBIEE
This week Chris Garber was at the EXL LifePRO conference in Naples FL presenting "How to Win Friends and Save Money". The presentation talks about how companies can improve efficiency by 40%+ using process improvement, technology, and data solutions.
“How to win friends and save money”
Improve your efficiency by 40%+ using process improvement, technology, and data solutions.
The competitive landscape, economic environment, and information technology continue to show up on top of the major challenges life insurers will face in the coming years. EXL Consulting will demonstrate that with process improvement, technology, and data solutions you can not only survive, but thrive, in this ever changing environment.
Key topics include:
1) Streamlining processes and improving turnaround time
2) Enhancing staff productivity while reducing errors
3) Improving pricing and customer insights with data federation
4) Modernizing legacy systems
5) Enabling customer self-services and mobile
Genpact helps leaders of some of the largest enterprises
transform and run their processes and operations, including
the very complex and industry-specific. We help enterprises to be more competitive by becoming more intelligent: adaptive, innovative, globally effective and connected by enabling tighter management of costs, risks, regulations, and supporting growth.
Government Contractos are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your accounting, project management, and compliance issues with an effective Microsoft Dynamics solution.
Peak Profitability Across the Business: Understanding the Past and Planning f...Alithya
This exclusive Oracle EPM Conference provided tips on how to get the most out of your Hyperion investment and take your business to the next level of profitability through proven techniques and strategies.
Edgewater Ranzal hosted a presentation entitled: Peak Profitability Across the Business: Understanding the Past and Planning for the Future.
Developing a Modernization Strategy: Evaluating the Options by Chris KoppeFresche Solutions
Chris Koppe, VP of Corporate Strategy at Fresche Legacy presented Developing a Modernization Strategy: Evaluating the Options during iBelieve 2015.
This presentation covers:
- Modernization strategies
- Establishing goals and objectives
- Strategy definition
- Planning
- Getting funding and support
Connected Planning Using EPM Cloud at Opus GroupAlithya
This session is a case study about how Opus Group® leveraged Oracle Planning and Budgeting Cloud Service (PBCS) to create a custom project-driven financial planning solution that is used for short- and long-term capital, revenue, margin, and expense planning. This PBCS application incorporates key concepts required for financial planning from the real estate and construction industry, such as project capital structure and equity, capital roll-forwards, rolling forecasts, and revenue recognition by different capital structures. The session will include a live demo to illustrate how the planning model integrates a project-level proforma to short- and long-term capital and P&L planning tools, to generate a variety of financial reports.
How to Improve Performance with Next-Gen Sales Enablement Technology in Finan...Perficient, Inc.
How are next-generation knowledge management solutions changing the pace of sales and marketing efficiency in financial services?
IT departments for financial firms are investing in enterprise solutions like cloud and mobile technology to improve efficiency, and sales and marketing are no exception. Information is often scattered, compliance approvals for collateral are a burden, and real-time access to the right materials and data is a challenge for most financial services companies.
A lot has changed with knowledge management solutions in financial services. From mobile access and cloud-based platforms to automation, analytics and seamless integration to CRM – you can’t afford to be left in the dust.
Join us as our team of industry experts explore:
Technology trends redefining your processes and IT systems
Scalable, dynamic solutions to empower sales and marketing teams
Best practices in implementing enterprise platforms
Client success stories in asset and wealth management
Intelligent finance operations provide competitive edge to enterprisesGenpact Ltd
Looking to transform your finance operations? Genpact designs and runs intelligent finance operations that integrate technology and analytics to achieve competitive edge.
Enterprise Financial Management: Solutions for the Office of the CFOCatalyst Investors
Catalyst Investors has a long-standing history investing in businesses at the intersection of SaaS and financial services & technology, with most recent examples including MINDBODY (payments & business management SaaS for health & wellness businesses), Clinicient (revenue cycle management collections, EMR, and practice management SaaS for physical & occupational therapists), and Fusion Risk Management (business continuity SaaS sold to financial institutions and other F1000 enterprises). Lately, Catalyst has spent more time researching the FinTech sector and has published two reports to broadcast the team’s findings:
• FinTech Market Overview – a primer that segments the FinTech ecosystem based on end-market and business model (e.g., enablers vs. replacers)
• Enterprise Financial Management: Solutions for the Office of the CFO – a deeper look into software and tech-enabled services enabling businesses and their finance function to work more efficiently
Similar to MSIT Adaptive Insights Brochure 2018 (20)
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
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Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
4. Gartner 2017 Magic Quadrant:
Strategic Corporate Performance Management Solutions
3
Adaptive Insights
recognized a Leader and
positioned highest in ability
to execute.
“Survey respondents rated Adaptive
Insights above average in all areas,
including "solution's ability to meet
their needs" and "overall satisfaction
with vendor." They scored it in the
top quartile for ease of use, overall
satisfaction with vendor, ongoing
maintenance effort and
analytics.”
6. ✔ Powerful Features
✔ Easy to Use
✔ Quick to Deploy
✔ Collaborative
✔ Business User-Owned
Cloud
Solutions
Cloud Disrupting Corporate Performance Management
Market
✔ Powerful Features
✗ Very Expensive
✗ Highly Complex
✗ IT-Intensive
✔ Easy to Use
✗ Manual / Slow
✗ Error Prone
✗ Siloed
Manual
Excel
Legacy
On-Prem
Fit for companies
of all sizes
Fit for very small
companies only
Fit for very large
companies only
15. 15
PhasedImplementation Approach
Phase 1:
High Level
Financial
Planning
~4 weeks
Phase 2:
Detailed Financial
Planning
~6 weeks
Phase 3:
Operational
Planning
~4-6 weeks
Phase 1.A:
Financial
Consolidation
~3 weeks
Implementation approach can be tailored in line with customer’s journey
towards Active Planning.
1) Progressively add capabilities (e.g. Expense, Personnel Planning,
Rolling Forecast, Dashboard).
2) Start from Finance, progressively layer in more detail as follows:
16. 16
Deployment Packages(1/2)
Scope
Considerations
Stage 1 – High Level
Financial Planning
Stage 2 – Detailed
Financial Planning
Stage 3 – Operational
Planning
Stage 1.A – Financial
Consolidation
Number of Models • 1 x P&L Manual Input
Model
• 1 x B/S Manual Input
Model
• 1 x Cash Flow Input
Model
• 1 x Currency Translation
Model
• 1 x OPEX planning Model
• 1 x HR Model
• 1 x CAPEX Model
• 1 x Revenue Model
• 1 x COGS Model
• 1 x Legal Consolidation
Number of Drivers • GL level • 15~ • 10~ • GL Level
Implementation
Timeline
• 4 weeks • 6 weeks • 4-6 weeks~ • 3 weeks
Number of Input
Forms
• 5 • 10 • 10 • 2
Number of Reports • 5 ( 1 Report equivalent to
1 excel sheet)
• 10 ( 1 Report equivalent to 1
excel sheet)
• 10 ( 1 Report
equivalent to 1 excel
sheet)
• 10
Number of Discovery
Dashboards
• 5 objects ( 1 object
equivalent to 1 chart)
• N / A • N / A • N / A
Planning Granularity • Chart of accounts (COA)
for P&L and B/S
• Indirect cash flow
accounts
• OPEX planned at Driver
Level
• HR cost planned by job type
• CAPEX planned by asset
class
• Based on 1 line of
Business
• Entity Code
• Group CoA
• Trading Partner /
Intercompany
Our pre-packaged solution offers the following proposed scope with pre-defined comprehensive Planning &
Consolidation functionalities:
17. 18
Activities
Month 1 Month 2 Month 3 Month 4 Month 5
Wk1 Wk2 Wk3 Wk4 Wk5 Wk6 Wk7 Wk8 Wk9 Wk10 Wk11 Wk12 Wk13 Wk14 Wk15 Wk16 Wk17 Wk18 Wk19
Kick off &
Stakeholder
Onboarding
Design &
Prototyping
Developme
nt, Batch
Testing &
Break Fix
Handover
System Go-Live
by Stages
Timeline
Below timeline outlines our proposed phased implementation plan.
Iterative
Authorization
& Clean Up
Stage 1
High Level Financial
Planning
Key User
Estimated Time
Commitment
• 40-60% during Design ( 2-3 days a week)
• 30-40% during Development (1.5-2 days a week)
• As required for training
Stage 2
Detailed Financial
Planning
Stage 3
Operational
Planning
1 week Design &
Scope Confirmation
6 weeks
development
Authorization
& Clean Up
4-6 weeks
development
Authorization
& Clean Up
2 weeks
development
Stage 1.A
Financial
Consolidation
1 week
dev
Authorization
& Clean Up
18. 19
ClientValueRealization
Stage 2 + 3 – Detailed
Financial Planning
& Operational Planning
• Driver based planning- increasing
depth to planned information in Phase 1
• Ability to perform what-if simulation of
Costs based on Key Value Drivers
• Increased Data Granularity Analytics
• Full automation of P&L accounts for
planning
• Streamline bottom-up and top-down
key financial and operational planning
processes using single application
Stage 1 – High Level
Financial Planning
• Financial Data visibility &
transparency
• Single system to capture all data,
eliminating data duplication and multiple
stand alone data SILO
• Real time aggregation and calculation of
data with ZERO errors
• Comparative & Variance Analysis based
on harmonized data standards
• Automation of currency translation
• Dynamic and formatted financial
statements
• CFO Cockpit Dashboards
Stage 1.A - Financial
Consolidation
• Integrated platform to automate
tedious steps within the financial
consolidation and reporting
process
• Perform Real Time
Consolidation based on Actual,
Forecast or Budget Data
• Standardize the consolidation of
the Group’s financial position
and results
• Audit trail capability for ease of
data traceability
• Accelerate financial closing
time from weeks to days
With packaged deployment, our goal is to allow client’s to generate “greatest value in shortest time”
possible. Below are some of the benefits our clients can expect at completion of each stage of an EPM
technology implementation…