©2014 Strafford Technology. All rights reserved. Who We Are • Leader in Enterprise Performance Management consultancy founded in 1995 • Decades of experience Implementing Oracle Hyperion and other tools • Broad Experience across many tools and technologies • Focused on improving Process within Finance 2 Today Our History 2003 Focus on Office of the CFO Multi-technology Partnerships Challenges 1995 Enterprise Performance Leading Provider of Enterprise Management solutions Performance Management Strong Business Intelligence solutions in North America Background Clients across Eastern US and Canada Enterprise Reporting and Leading provider of Business Analytics Intelligence solutions in North Partnerships: Partnerships: Oracle (Hyperion) America Hyperion/OutlookSoft/Cognos/ Comshare/Business Objects/ Platinum Partner Crystal Reports/Business SAP Clients range from mid to large Objects/Brio Partner Evaluation Practice - Assisting enterprise, many Fortune 50 Partnerships: Clients with EPM tool selection companies ADP/Kronos/Oracle/Microsoft 3 Recent Clients We are Focused… Budgeting, Forecasting and Planning Business Consolidation Intelligence and Financial Analytics – Reporting Operational Reporting 5 We are Focused… Capital Expenditure Budgeting, Forecasting Headcount Planning and Planning Project Financial Planning Revenue Planning Strategic Long Term Planning Driver Based Planning Allocations Profitability Modeling Business Intelligence Consolidation and Analytics – Financial Reporting Operational Reporting 6 We are Focused… Budgeting, Forecasting, Planning Consolidation Consolidation and Financial Close Financial Reporting Management Reporting Business Regulatory Reporting Intelligence Internal Audit /Controls Analytics – Segment/ Operational Legal Structures Reporting Currency Allocations Intercompany GAAP—IFRS XBRL 7 We are Focused… Business Intelligence Budgeting, Forecasting, Planning Analytics ― Operational Reporting Data Modeling Reporting (KPIs, metrics) Consolidation and Automated Monitoring/Alerting Financial Reporting (thresholds) Dashboards—Scorecards OLAP (Cubes, Slice & Dice, Drilling) Ad hoc query Predictive Analytics 8 Example of Issues We Help Solve Financial Reporting Challenges: Manual process around collection of data and close takes too much time Data management a challenge Current tool not built or flexible enough for Finance to own No easy way to adjust management allocations or reporting Budgeting and Forecasting Challenges: No true modeling tool in Finance Struggle to iterate budget/forecast with expanded workgroup Need to drive more and more data through the process is overwhelming Insight and Alignment Issues: Difficult to get true customer and product profitability Hard to get the right information to the right people Department measures don’t effect the bottom line 9 How We can help? EPM and BI EPM and BI Implementations Tool Assessments and Upgrades Hosting and Staffing Support 10 Methodology for Success • Proven Front-to-Back Implementation Methodology • Focus on Gains at the Business User Level • New Business Process Design • Prototyping and Early Application Build • Iterative/Spiral Approach to Requirements and Build • Business User Engagement and Adoption • Knowledge Transfer and Mentoring Contact Us www.strafford.com [email protected] 603-434-2550.