Budgeting and Planning made easy How technology changes the game PLANNING MADE EASY 1 BOARD EXECUTIVE OVERVIEW 3 BI and CPM all in one 3 The toolkit approach 4 User Self-service 4 Modern technological standards 4 International recognition 4 MULTI-DIMENSIONAL PLANNING AT A GLANCE 5 BOARD IN PLANNING: KEY FACTS 6 BOARD’S KEY ADVANTAGES IN BP&F 7 Single and integrated architecture for BI and CPM 7 Unmatched Data Entry Capabilities 8 Advanced mode data-entry 9 Integrated workfl ow management 10 Versioning 10 Drillability through different planning cycles 11 Multi-dimensional allocation 11 Flexible modeling and scenario management 11 Turnkey trends and forecast calculations 11 Time awareness 11 Extended information management at cell level 12 Multilanguage support for international planning cycles 12 Advanced Offi ce Integration 13 Effortless Data Integration and Standardisation 14 BOARD PERFORMANCE MANAGEMENT FOOTPRINT 15 BOARD: KEY PLANNING PROJECTS 16 BTC SPECIALTY CHEMICAL DISTRIBUTION GMBH 16 NEC DISPLAY SOLUTIONS EUROPE GMBH 17 GRANAROLO 17 ABB AG 18 BAULI 19 SEPHORA AMERICA 19 GSK ITALY 20 BATA 21 HARVEY NICHOLS 21 MITSUBISHI ELECTRIC 22 WHERE TO FIND US 23 2 PLANNING MADE EASY BOARD executive overview BI and CPM all in one BOARD unifi es Business Intelligence and Performance Management in a single integrated environment, providing a seamless solution for the support, control and management of core processes such as: • REPORTING • ANALYSIS AND SIMULATION • SCORECARDING AND DASHBOARDING • BUDGETING, PLANNING AND FORECASTING • PROFITABILITY MODELLING AND OPTIMISATION • STRATEGY MANAGEMENT By integrating Business Intelligence and Corporate Performance Management in a single product, BOARD helps companies manage and control the entire decision-making process: from data collection to information analysis; from goal-setting to decision-making; from operational execution to results monitoring . BOARD BI AND CPM ALL IN ONE PLANNING MADE EASY 3 The toolkit approach Thanks to its innovative toolkit approach, BOARD makes it possible to create customised Business Intelligence and Corporate Performance Management solutions without the need for any programming. From simple reports to the most sophisticated performance management applications, any analysis can be easily built using the drag and drop function and the confi guration of objects that are automatically synchronised with the data. User Self-service End-users have access to a full “self-service” information environment, which enables them to obtain immediate answers to their questions from a verifi ed, consistent, shared information source. Application administrators can effi ciently build and maintain applications, with a “Time to Solution” and “Total Cost of Ownership” unattainable by traditional BI and CPM solutions. Modern technological standards From a technological standpoint, BOARD is one of the most innovative solutions in the BI and CPM market, characterised by a unique combination of strengths: • WINDOWS COMMUNICATION FOUNDATION • WINDOWS PRESENTATION FOUNDATION • SOA • BOARD WEB SERVICES • INTERACTIVE VISUALISATION • ADVANCED OFFICE 2007/2010 INTEGRATION • SILVERLIGHT WEB CLIENT • NATIVE 64-BIT, WITH 128-BIT CUBE ADDRESSING • IN-MEMORY CUBES International recognition BOARD quality has been widely recognised by end-users, competitors, IT analysts and clients: • Voted “BEST PRODUCT FOR BUSINESS BENEFITS” in the BI SURVEY 9 (the world’s largest BI & CPM users inquiry) • Winner of the MICROSOFT SWISS INNOVATION AWARD 2010 • Included in Gartner MAGIC QUADRANT FOR BUSINESS INTELLIGENCE PLATFORMS 2011, and in MAGIC QUADRANT FOR CORPORATE PERFORMANCE MANAGEMENT SUITES 2011 • Chosen by OVER 2500 ORGANISATIONS WORLDWIDE 4 PLANNING MADE EASY Multi-dimensional planning at a glance ‘Planning’ comes from a Latin word meaning ‘fl at’: the word essentially indicates the capability to translate and represent a complex and multi-dimensional reality into a simplifi ed, 2-dimensional “‘Planning’ comes from schema. Nowadays, technology has changed the game. a Latin word meaning Planning has moved from the typical Excel-like 2-dimensional representation of reality to a multi- ‘fl at’: the word essentially dimensional vision, which enables a deeper understanding and a better control of the events. indicates the capability to The key differences between a fl at and a multi-dimensional planning model are: translate and represent a complex and multi- • MULTI-DIMENSIONAL AND HIERARCHICAL ORGANISATION OF DATA. dimensional reality into a All the information (cubes) that are managed can be: simplifi ed, 2-dimensional A. analysed from different perspective (dimensions) to obtain a multi-dimensional view of schema. data (e.g. sales by channel, area, distributor, POS) as well as identifying and analysing Nowadays, technology any sub-set (e.g. sales by channel X, of product Y, for area Z, at time W) has changed the game. „ B. navigated from the highest level of aggregation, to the lowest level of details (e.g. Total Sales> Sales by division> Sales by Product Lines> Sales by Single Item). • LOGICAL DATA-ENTRY. When used in the context of multi-dimensional planning systems, the word “logical data- entry” indicates the capability to automatically update data across dimensions (1.a) and hierarchies (1.b). In practice, users enter numeric data at any aggregation level (i.e. Sales by Product Lines) and the changes are automatically allocated up to the broadest outline (Total Sales) and down to lowest level of detail (Item code), across all the correlated dimensions (i.e once a user updates Sales by Product Lines, the changes will be also distributed across geographic areas, channels, customers etc). In a company where different people contribute to drawing up the budgets and forecasts this capability is crucial because it allows several individuals to work on the same process according to their specifi c perception of the business (i.e. the Sales Manager can make conjectures about the total sales by Channel while the Marketing Director might choose to enter data by Product Line) and data consistency is granted at all times, without having to run batch processes, allocation procedures or consolidating the variations brought about by one or the other. Furthermore, logical data-entry brings goal-seeking and what-if analysis to a further level, allowing multi-dimensional simulations, where the impact of “logical data-entry future events can be easily evaluated from different business perspectives. brings goal-seeking and what-if analysis to EXAMPLE OF LOGICAL DATA-ENTRY a further level, allowing multi-dimensional simulations, where the impact of future events can be easily evaluated from different business perspectives. „ A change into California sales data is automatically: 1 Rolled-up in the US total 2 Split down into the Californian cities, based on underlying value PLANNING MADE EASY 5 BOARD in planning: key facts With BOARD, everything that an enterprise needs to manage corporate planning processes is available in a single and integrated framework. Thanks to its integrated BI and CPM environment, BOARD: • Supports in a single environment: short term (daily, weekly, monthly time horizon) sales and operational planning (supply chain planning, open to buy, demand planning etc. ); middle term (quarterly, yearly time horizon) fi nancial planning (OPEX, CAPEX, P&L, Balance sheet); long term (3-5 years horizon) strategic/fi nancial planning (initiative management, merger and acquisition, etc.). • Allows organisations to unify S&OP, OPEX and CAPEX budgeting processes with fi nancial and strategic planning, seamlessly linking performance to strategic vision. • Provides a single, accurate, corporate view of key information, ensuring the consistency and relevance of plans and improving predictability. • Offers greater control and provides users with an insight that they can use throughout the budgeting cycle, while dramatically reducing the time required to complete the process. • Supports the simulation and testing of complex business scenarios and enable users to model fi nancial outcomes by varying the business driver assumptions - leveraging historical data or previous forecasts as a baseline. • Makes it possible to integrate the planning process with profi tability analysis, strategy management and fi nancial consolidation. • Enables effortless data integration from heterogeneous data sources. A typical BOARD application model in the BP&F area is shown below: BOARD: PLANNING MODEL EXAMPLE 6 PLANNING MADE EASY BOARD’s key advantages in BP&F Single and integrated architecture for BI and CPM In BOARD, the different components of a standard Business Intelligence platform are seamlessly integrated, not just between themselves, but also within the Corporate Performance Management “In BOARD, the application environment. different components of a standard Business The following fi ndings by Gartner analysts Rita Sallam and James Richardson (Critical Capabilities Intelligence platform for Business Intelligence Platform Integration, 29 December 2009) illustrate further details of are seamlessly BOARD’s level of integration: integrated, not just between themselves, Interoperability of Platform Components but also within the “...BOARD gets a perfect score for common authoring tools and a consistent UI” Corporate Performance Management application Security, Administration and Infrastructure environment. „ “BOARD is one of only four platforms in this report — the others being those of MicroStrategy, Tibco and QlikView (QlikTech) — to score