deFacto Performance Management Overview

Agenda Introductions/Background Anthony D’Anna, COO – deFacto Overview deFacto Demonstration Q&A

Forecasting What will happen? Planning, Budgeting What do I want to happen? Process requires past information, present conditions and future outcomes Reporting, Consolidation What happened? Scorecard & Dashboard What is happening? Analytics Why? deFacto’s Approach to PM What if? Business Logic

deFacto Performance Management Fully Unified Corporate Performance Management (CPM) Product: Budgeting, Forecasting, Consolidation, Reporting & Analysis Optimized Exclusively for Microsoft: 100% Native Excel User Interface (2013-XP) SQL Server/Analysis Services ( ) We make cubes easy! The Proven Superior Alternative for AX Customers : Single, comprehensive product Enterprise grade for affordable price Designed for Business Users Only PM Vendor named to Dynamics World Top 50 Also named as Best New Vendor by BPM Partners

Powerful Excel Add-in Drill-down & Drill-through Intercompany Matching & Eliminations Foreign Currency Exchange Advanced Business Logic (Allocations, Unit x Rate, Copy data, etc.) Book publishing Scenario Management Workflow MS Word Integration SharePoint integration Data Warehouse not an add-on nor 3 rd party Use of open MS technologies keeps training to a minimum Can build both Financial and Operational Models And so much more…. deFacto – the Strategic Alternative Built In Functionality

Core Applications: Financial Reporting & Analysis Financial Consolidation Enterprise Budgeting and Forecasting Compensation Analysis and Planning Capital Expenditure/Depreciation Sales Forecasting/Production Demand Planning Secondary Applications: Profitability Analysis Project Funding and Budgeting Asset Management and Analysis Advertising Effectiveness/Media Planning Customer Satisfaction OSHA Analysis How do our customers use deFacto?

deFacto Demo deFacto Excel add-in overview Reporting Interactive Filtering Drill Down Drill Through Ad-hoc reporting Budgeting/Data Collection Input template with Workflow & Calculations Comments Line Item Detail Data Manager & Business Logic Copying data Loading data Allocating data Spreading data with Unit x Rate Logic MS Word Integration

deFacto demonstration