CALUMO for MS Dynamics GP Warwick Leitch CALUMO wleitch@calumo.com 214-387-6030 September 23, 2018

Agenda Why CALUMO? CALUMO Overview Dashboards Reports Planning Ad-Hoc Analytics September 23, 2018

Why CALUMO? September 23, 2018

Why CALUMO? Report and Budget with 1 tool for all your GP data – GL, AR, AP, Inventory, Sales, Marketing, Operations Web, Word, PowerPoint and Excel (CALUMO Loves Excel) ready Any device, any time – PC, iPhone, Android, iPad etc. Reporting, Dashboarding, Ad-Hoc data query, Budgeting and Forecasting Extremely fast to build reports Access the very latest data in less than 10 seconds September 23, 2018

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Microsoft GP Without CALUMO Devices and platforms ? Pain! Reporting Tools FRx Management Reporter Excel SSRS GL AR AP Sales Inv. Analysis Not 1 tools for all requirements. At least 3 different report writing and reporting reading skills sets required Consolidations need to be hand crafted in each reporting tool Different needs requires different tools Hard work and painful to maintain Data to report Company 1 Company 2 Company 3 Company 4 Company 5 Company 6 Microsoft Great Plains

Microsoft Great Plains With CALUMO Devices and platforms One Reporting Tool GL AR AP Sales Inv. Analysis 1 tool for all reporting requirements. Only 1 skillset required for creating and using reports Consolidations and aggregations done by CALUMO automatically using Cube technology Easy to use and easy to maintain Data to report Company 1 Company 2 Company 3 Company 4 Company 5 Company 6 Microsoft Great Plains

Nicole Khalil, Moraitis Group: “Before CALUMO, month end close took 2 weeks.  We working till midnight, the system would crash, & it would produce inconsistent reports. Once we implemented CALUMO we reduced month end to 1 day. We also saved 2 heads.” September 23, 2018

Report Creation Process 4. Publish as web page 3. Format in Excel 1. Slice & Dice view of cube data 2. Send view to Excel

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Drag and Drop Ad- Hoc Analytics

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* η Dashboards Devices Report packs Cash flow Balance Sheet P&L/Income Statement Payroll/HR Reporting Sales analytics Inventory Planning Budgeting Forecasting CAPEX planning OPEX Rolling forecasts Workflow Alerts Devices Interfaces GL CALUMO Cubes HR Sales Inv. Etc. $ # Source Spreadsheets / Manual data NetSuite Sales SAP * η ADP September 23, 2018

CALUMO Cloud Database Architecture Data is stored in a private relational database. That data is transformed in to cubes for reporting, budgeting and analysis. The CALUMO application presents the data to users via web pages and Office. Users can view or, based on their security permissions, write data back such as budgets. CALUMO Client (Ribbon) CALUMO Client (Zero Footprint) Interface Cloud Desktop apps Browsers Authoring CALUMO Cloud Application Server DW Includes Hyperion capability at a fraction of the price SIGNIFICANCE of this design is the ability to provide BI DIRECTIONAL TEMPLATES and BUSINESS USER ADMINISTRATION where needed to deliver business results at the speed of business Incremental data is extracted, typically via a conduit server adding extra security if required. This is normally a 1 way data transfer, out to Microsoft SQL Server that resides in CALUMO’s infrastructure. Linked Server On premises linked/conduit server for exporting data to CALUMO Source Spreadsheets / Manual data HR GP CRM/ Sales * η Ops September 23, 2018

On Premise Architecture Operational Reporting Planning Forecasting Ad-Hoc Analytics Scorecards Dashboards Work Flow/ Alerting Statutory Reporting Outcomes Modes CALUMO Client (Ribbon) CALUMO Client (Zero Footprint) Interface Cloud Desktop apps Browsers Authoring BI Platform Includes Hyperion capability at a fraction of the price SIGNIFICANCE of this design is the ability to provide BI DIRECTIONAL TEMPLATES and BUSINESS USER ADMINISTRATION where needed to deliver business results at the speed of business Application Server Source Spreadsheets / Manual data HR GL CRM/ Sales * η Ops September 23, 2018

CALUMO-as-a-Service CALUMO-as-a-Service Architecture * η Outcomes Operational Reporting Planning Forecasting Ad-Hoc Analytics Scorecards Dashboards Work Flow/ Alerting Statutory Reporting Outcomes Modes CALUMO Client (Ribbon) CALUMO Client (Zero Footprint) Interface Cloud Desktop apps Browsers Authoring CALUMO-as-a-Service Agile | Secure | Scalable | Rapid | Cost effective BI Platform Source Spreadsheets / Manual data HR GL CRM/ Sales * η Ops September 23, 2018

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Peter Curtis, Reflex Group: Before CALUMO, in the eyes of the Board, there were questions asked regarding presentation of reports.  If errors were found the question was asked "are there other errors?“ Now, with CALUMO, there is no question about the integrity of the data. September 23, 2018

Rachel Waters, Mantra Group: We’ve got the output, we’ve got the Board report and it’s push button. We have taken everything we used to do as manual processes in manual programs like Excel and put them all through CALUMO.  September 23, 2018

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Dashboards aggregate and summarise around roles September 23, 2018

Warwick Leitch CALUMO wleitch@calumo.com 214-387-6030 September 23, 2018