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Cloud BI & CPM Solutions | Empowering Management Teams Globally

Transform your planning, reporting, and analysis with our cloud business analytics platform. Learn best practices and solutions from industry experts. Budgeting, forecasting, visualization tools. Collaboration and continuous planning method. Realistic budget modeling and SaaS advantages.

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Cloud BI & CPM Solutions | Empowering Management Teams Globally

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  1. CPM:Trends, Best Practices & SolutionsSponsored by: Adaptive Insights Presented by: Brian Storrs, CPA of Intuitive-TEK

  2. Intuitive-TEK • Certified Consulting Partner for Adaptive Insights • Top Partner Award: 2010, 2011, 2012, 2013 • Run by Former Accountants • CPAs and former accountants • Budgeting & Reporting Industry Experts • 30 years of software consulting experience • Headquartered in Lakewood, Colorado

  3. THE GLOBAL LEADER IN CLOUD BI & CPM Our cloud business analyticsplatform empowers management teams to transform their planning, reporting, consolidations and analysis – improving productivity, costs & decisions. 2,300customers 85 countries 200+partners #1 share 50%+ growth

  4. 2,300 Customers Worldwide Manufacturing Software Non-Profit/Edu Healthcare Consumer Financial Svcs Other Media

  5. CPMBest Practices

  6. CPM Best Practices • Planning • Budgeting, Forecasting, What-if’s • Analysis • Data Combo, Financial Reporting, Variance Analysis • Visualization • Dashboards, Alerts, Financial and Non-Financial Data

  7. Planning • Budgeting • Forecasting • What if Scenarios

  8. Analysis • Combine the Data in One Place • Financial Reporting • Variance Analysis

  9. Visualization • Dashboards • Alerts • Financial and Non-Financial Data

  10. Surprising Statistics Budget Tools Used 64% of companies use spreadsheets Time • Finance departments spend 26% of their time on budgetingand planning processes related to spreadsheets • CFOs spend 22% of their time on budgeting, planning, periodic reviews, and related processes • Ventana Research

  11. What Most Companies Use “More than 90% of spreadsheets contain serious errors, while more than 90% of spreadsheet users are convinced that their models are error-free.” Talking Technology, Spreadsheet Solutions, May 2008

  12. Planning is a Continuous Process • Economy and market are volatile • Snapshots do not show the whole picture • FP&A Manager using Excel • November 2008 – All is GREAT! Revenue and Profits are up! • June 2009 – Sky is Falling again! • December 2009 – Looking better. But what happens next? • The budget has become a step in the planning process • Planning year-round allows you to… • Look backwards and forwards • Compare Budget to Actual • Make mid-year adjustments • Continuous Planning Methodology!

  13. Collaboration is Critical • Budgeting, Planning, Reporting have moved beyond just the Finance Department • Companies want people to work together more easily • Online: Available ANYTIME, ANYWHERE • Drive greater alignment around plans, goals and objectives • Facilitate broader, deeper, more transparent participation

  14. Budget Modeling is Becoming More Analytical • “Last Year Comparison” is not enough • Why? • Market volatility reduces value of prior activity as basis for future planning • Managers don’t just manage numbers and $ • Companies using more realistic drivers • How many people? • How many widgets will you sell? • How much depreciation will truly hit? • Model based methodology = realistic • Huge Spreadsheets are born and grow and grow and grow………………!

  15. SaaS and Cloud Based • Software as a Service (SaaS) Advantages: • No IT Support • Faster Deployment • Lower Risk – Cleaner deployments • Higher Customer Satisfaction – Gartner says so

  16. CPM In Practice

  17. Adaptive Planning Implementation Process Data Integration (mapping, import, validation) and Customer Model Review

  18. Thank you! For additional information on Adaptive Insights • Call Intuitive TEK: 303-619-0762 • Email us: Brian.Storrs@Intuitive-TEK.com • Visit us: www.Intuitive-TEK.com

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