Summit 2011

1. Summit 2011

2. Management Reporter Overview Char Gust, April Olson Principal Program Manager, Program Manager Microsoft Corporation

3. Corporate Performance Management Business Intelligence capability area that covers these core scenarios: • Planning, Budgeting • and Forecasting • Financial Reporting • Consolidations

4. Management Reporter • A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports • Boardroom-quality reports without IT assistance • Integration with Microsoft Dynamics ERP solutions

5. Microsoft Forecaster • Accurate financial budgeting, planning and forecasting • Purpose built modules for modeling Revenue, Expenses, Human Resources and Capital Expenditures • Centralized budgeting tool with departmental rollups and automated workflow

6. Microsoft Forecaster Data Transfer Tool • Transfer budget data in Microsoft Forecaster to the budget tables in Microsoft Dynamics SL, Microsoft Dynamics GP, or Microsoft Dynamics AX • Use Management Reporter to create reports containing both actual and budget information

7. Everyone in your company will love Management Reporter 7

8. IT Manager • IT Manager Pain Points • “It's my job to make sure our solutions are stable and secure” • “I don’t have time to design all the reports” • “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” • Management Reporter solution • Scalable, secure architecture • SQL Server and IIS integration • Native 64-bit support • Windows authentication • Microsoft .NET Platform and C# • Role and task based security 8

9. Demo - Security

10. Report Designer • Report Designer Pain Points • “I wish it was easier to design new reports” • “When I update my chart of accounts, it’s takes so long to re-design my financials” • “Our business dictates that managers only have access to reports for their department or division” • Management Reporter solution • Familiar user interactive • Customizable Navigation Pane, toolbars with familiar icons, undo/redo • Designed for minimal report maintenance • Reusable building blocks, associations • Flexible filtering capabilities • Flexible top-down analysis • Multisource consolidation 10

11. Demo – Report Designer

12. Report Viewer/Consumer • Report Viewer Pain Points • “I hate that I have reports in so many locations” • “It’s hard to locate a previous version of a financial statement” • “It’s not always easy to understand where a balance on a report came from” • Management Reporter solution • Report Library • Versioning, Folders, Export to Excel, Manage supporting documents • Drill down 12

13. Demo – Report Library

14. Executive • Executive Pain Points • “I need a solution that will grow with my business” • “My board expects my financials to have a professional look” • “My department managers need information at their fingertips” • Management Reporter solution • Professional looking reports • Personalize with logos, images, custom page breaks, numbering, Negative numbers in red • Multilanguage capabilities • Multiple distribution options • Consolidations 14

15. Demo – Enhanced Formatting

16. where do I start?

17. Corporate Performance Management Roadmap Management Reporter Management Reporter 2012 Management Reporter V3 • Financial Reporting • Boardroom-quality reports without IT assistance • Soft consolidations • Integrations • Microsoft Dynamics GP • Microsoft Dynamics AX • Microsoft Dynamics SL • Microsoft Forecaster • Dynamics NAV integration • Richer report viewing experience • Drill back to Dynamics • Comments • Instant Messenger integration • More flexibility in report output types and locations where reports are stored, including SharePoint • Scheduled reports • Financial reporting enhancements • Strategic and operational budgeting/forecasting enhancements • Budget reporting Shipping 1H CY2012 2012+

18. Management Reporter 2012 Preview

19. Feature Overview • Quick Links • Created from description, calculation, and total lines automatically for users to quickly move to key areas of a report • Paging • Move between pages and jump to first and last pages with ease • Enhanced Toolbar • Easy discoverability on features available for viewers

21. Feature Overview • Drill to Dynamics • Drill back on GL data • Drill back on budget data

25. Feature Overview • Comments • Per version of report • Copy comments from version to version • Export and print report with comments • Indicators to notify users of comments at current and subsequent levels of the report

28. Feature Overview • Lync Integration • Start a conversation with context • Share link to report

30. Feature Overview • Quick Charts • Chart rows or columns of data • Pin to Fact Pane • Saved with report

32. Corporate Performance Management Blog

33. Additional Resources

34. Influence Financial Reporting and Budgeting Features! • http://Connect.Microsoft.com • Search for existing suggestions and vote • Enter new suggestions • Blog with additional information

35. Q&A

36. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.