1) RSA Security implemented Infor PM to automate its outdated budgeting process and gain better visibility into financial and operational data. 2) Infor PM provided centralized data access and the ability to perform budgeting, forecasting, financial modeling and strategic planning. 3) RSA now uses integrated product line P&L reporting in Infor PM to analyze product profitability, compare metrics to competitors and determine the effectiveness of its strategic plan.

1. Infor PM
Customer Profile
RSA Security
‘‘
Ü Infor PM is a very
strategic application that we
use proactively to build equity
”
in the business.
DAVID STACK, VICE PRESIDENT OF
FINANCIAL PLANNING, RSA SECURITY
An enterprising company.
RSA Security Inc. is the expert in protecting online identities and digital assets. The
inventor of core security technologies for the Internet, the company leads the way in
strong authentication, encryption, and anti-fraud protection, bringing trust to millions of
user identities and the transactions that they perform. RSA’s portfolio of award-winning
identity and access management solutions helps businesses to establish who’s who
online—and what they can do.
With a strong reputation built on a 20-year history of ingenuity, leadership, and proven
technologies, RSA serves more than 21,000 customers, including financial institutions
representing hundreds of millions of consumers around the globe. They interoperate with
over 1,000 technology and integration partners. Headquartered in Bedford,
Massachusetts, RSA, a public company, has approximate annual revenue of $400 million
and has entered a definitive merger agreement with EMC Corporation.

2. Customer Profile
Setting the strategy. facts at a glance:
When RSA decided to purchase a software solution in > company ...................................... Security
RSA
1999 to enhance its budgeting process, the immediate
need was to automate its outdated, manual system and > solution ...................................... Infor PM
eliminate the inherent problems: intensive man-hours, > product ...................................... Business Process Applications
data entry errors, version control issues, and lack of
visibility into underlying data. Forecasting was done on an
> platform ......................................Microsoft Windows®
annual basis and had little value. Company executives > database ...................................... Microsoft SQL Server
needed more immediate, up-to-date information to enable > industry ......................................High-tech
smart and timely business decisions in the constantly
changing technology sector. Beyond budgeting and > customer revenue ......................................
US $400 Million
forecasting, RSA wanted to fully leverage its potential in > employees ......................................1,300
the marketplace by being able to access information, both
financial and operational, that would give it the data
> country ...................................... USA
transparency needed to stay a step ahead of competitors.
“Budgeting was our initial pain point, but we also wanted a also planned to empower line managers to help drive
software solution that could expand as the company revenue growth by being able to model various scenarios
grew,“ says David Stack, vice president of financial and provide senior management with a broad list of
planning, RSA Security. “We wanted it to encompass alternatives and opportunities.
forecasting, reporting, financial modeling, Sarbanes-Oxley
RSA implemented Infor's BPAs on the Microsoft SQL Server
compliance, and strategic planning. In order to keep our
platform. The initial budgeting functionality was rolled out
edge in the marketplace against larger competitors, we
to 30 users within 45 days. The project teams consisted
felt it was critical to find a solution that would provide
of a project manager and technical consultants from Infor,
centralized, consistent, easily accessible data that could
as well as representatives of the finance, IT, and
give us superior insight and the ability to respond quickly
operations groups at RSA.
as opportunities were identified.”
Today, 50 people, consisting of finance staff and key
managers, access the Infor system on a regular basis.
Getting business specific. In addition to budgeting, the system helps deliver
detailed monthly expense and headcount reports. The
After considering products from other performance
forecast is used for determining quarterly earnings per
management (PM) vendors, RSA selected Infor™ PM
share guidance and has enabled foreign currency
Business Process Applications (BPAs). “We could have
exchange analysis.
done a budget with any of the products we considered,”
says Stack, “but Infor PM BPAs had the broad capabilities “Knowing that we had Infor PM BPAs and a finely tuned
we would need going forward. We saw an opportunity to financial process, we were confident each quarter
design a phased implementation that would improve our that we could make acquisitions and give guidance to
key financial processes while taking advantage of Wall Street and the external marketregarding our
increased functionality and technical developments as profitability,” says Stack. “We had a high level of
they occurred for more strategic future initiatives.” confidence that we would be able to deliver on the
expectations we had communicated.”
“We liked the fact that everyone would be working from
the same data source,” continues Stack. “The Microsoft® Product line P&L reporting has now been built into the
Excel® interface was a key feature, too—we knew it would system. RSA compares product line profitability and key
accelerate user acceptance and increase efficiency.” By operating metrics against major competitors. “The
implementing product line P&L reporting in order to integrated product line P&L forecast is the basis for long-
provide the underlying cost structure information, RSA term financial models that take into account market

3. RSA Security
‘‘
Ü
growth rates and ROI analysis,” says Stack. “The resulting The integrated product line P&L forecast in
reports are used to determine the effectiveness of RSA’s
strategic plan.”
Infor PM yields reports used to determine the
”
effectiveness of RSA's strategic plan.
Seeing results. DAVID STACK, VICE PRESIDENT OF FINANCIAL PLANNING, RSA SECURITY
Stack cites RSA’s offshoring initiative as one example of how
Infor's solution has helped uncover critical information that
has helped increase the company’s profitability. “We’ve
utilized the Infor PM system over time to track profitability
growth,” he says. “Using that information as a baseline and
projecting forward, we started looking at some of the
product lines where we had an opportunity to improve
margins and did an analysis of how much moving offshore
would reduce the resource cost to deliver those products.
We were able to make some strategic decisions that allow About Infor.
us to effectively employ more engineers internationally to
help speed up some of the development cycles and still Infor delivers business-specific software to enterprising
save expense in the offshore facility, while maintaining a lot organizations. With experience built in, Infor’s solutions
of our core development in the US.” enable businesses of all sizes to be more enterprising and
adapt to the rapid changes of a global marketplace. With
Continues Stack, “During the due diligence process, it was more than 70,000 customers, Infor is changing what
obvious that having the divisional and product line P&Ls businesses expect from an enterprise software provider. For
was of tremendous value. Potential acquiring companies additional information, visit www.infor.com.
were able to model how different business units would
either stand alone or complement their current structure.
Being able to easily model based on those different
segments by product line and division helped them
determine an accurate valuation for the company.”
Being open to an enterprising future.
RSA’s current focus with Infor PM BPAs is on Sarbanes-Oxley
compliance and future enhancements. The monthly
forecast is being used as a control on financial data. Plans
are in place to roll out digital signing capabilities for key
managers who review and sign off on forecast versus plan
variances. Additionally, RSA intends to fully automate their
three-year financial models and integrate Infor’s strategic
planning functionality.
“Infor PM has moved from a tactical tool that enables us to
accurately close our books to a very strategic application
that we use proactively in our process of building equity in
the business,” says Stack. “We use the information from
Infor PM BPAs to make strategic decisions to improve the
company’s overall financial and market position.”
www.infor.com

4. Customer Profile
Infor Corporate Please contact your
Headquarters local Infor office
13560 Morris Road regarding availability of
Suite 4100 products in your region.
Alpharetta, Georgia 30004
Direct: +1 (800) 260 2640
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