CPM and Dynamics AX Roundtable – UBAX07 Nick Sercer – MSX Group

Objectives / Agenda Define Corporate Performance Management Discuss why Budgeting and Reporting are important Learn how Management Reporter and Forecaster can help you reach your reporting and budgeting goals Ask Questions

Microsoft’s BI Strategy and Vision To improve organizations by providing business insights to all employees, leading to better, faster, more relevant decisions Microsoft has a long-term commitment to delivering a complete and integrated BI offering SQL Server has led innovation in the BI space for more than a decade There is widespread delivery of intelligence through Microsoft Dynamics, SQL and Office The platforms are enterprise-grade and affordable

Financial Reporting, Planning, Forecasting & Consolidations Microsoft Dynamics CPM / BI (Corporate Performance Mgt and Business Intelligence) Financial Reporting, Planning, Forecasting & Consolidations Microsoft CPM / BI Stack: Microsoft Management Reporter Microsoft Forecaster Microsoft SharePoint Microsoft Excel Microsoft SQL Server (SQL, SSRS, SSAS) AX

(Corporate Performance Management)? What is CPM (Corporate Performance Management)? CPM is a set of management and analytic processes to drive performance and achieve goals Three Main Activities run concurrently: The development of goals (Planning) Measurement of progress against goals (Monitoring & Analytics) Performance improvement interventions made in light of this information (Action/Decision Making)

What is CPM? (Continued) Method for driving strategy down and across organizations Exposes cause-and-effect relationships to provide profitable insights

Corporate Performance Management Budgeting and Forecasting Financial Reporting Consolidations

Corporate Performance Management Improve & Strategize Analyze Forecaster & MR Plan Forecaster Monitor MR Execute & Perform

A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), Balance Sheets and Actual v. Budget variance reports Boardroom-quality reports without IT assistance. Product created by Accountants for Accountants! Integration with Microsoft Dynamics ERP solutions. Effortless consolidations of Multiple companies/databases.

Microsoft Management Reporter The Microsoft Dynamics Reporting Solution Produce fast and accurate Financial statements without reliance on IT. Empower accountants! Licenses included with many Dynamics ERPs Install / Train / Implement in one to two weeks. Very Low IT involvement Low Total Cost of Ownership and High ROI Modern Platform – recently updated Easy Migration of FRx Reports Integrates with Dynamics ERPs – no custom coding or configuration Microsoft is Investing Heavily in its CPM solutions which are Rapidly Evolving

Microsoft Forecaster Accurate financial budgeting, planning and forecasting Purpose built modules for modeling: Revenue Expenses Human Resources Capital Expenditures P&L, Balance Sheet and Cash Flow Centralized budgeting tool with departmental rollups and automated workflow

The Microsoft Dynamics Budgeting Solution Microsoft Forecaster The Microsoft Dynamics Budgeting Solution Create the Most Accurate and Precise Budget with the Least Amount of Time and Effort Licenses included with many Dynamics ERPs Install / Train / Implement in one to three weeks. Very Low IT involvement Low Total Cost of Ownership and High ROI Stable Platform having been in Development for Over 15 Years Integrates with Dynamics ERPs via FRx and Management Reporter Microsoft is Investing Heavily in its CPM solutions which are Rapidly Evolving

Questions/Discussion Contact: Nick Sercer – MSX Group nick.sercer@msxgroup.com 404-386-6076