Managing the Performance of your Business on a Single Platform Mark White

© 2005, Applix, Inc. — All rights reserved. 2 Applix – Company Overview  Authors of the award winning BPM platform TM1  $125 million Current Market Cap.  Annual growth Y –Y 23%  Over 2000 customers worldwide  Global reach – 57 Countries  Worldwide presence and strategic partnerships  20 Years track record in BI  Pure-play Business Analytics  Strong financial position

© 2005, Applix, Inc. — All rights reserved. 3 So how many “Single Versions of the Truth” do you need ? ERP System CRM System Data Warehouse Planning System Consolidation System OLAP Analytical Cubes

© 2005, Applix, Inc. — All rights reserved. 4 BPM Technology Framework ( Extract, Transform, and Load Strategize Metrics builders Strategy mappers Objective and goal setters Plan Budgets Capacity and HR Plans Forecasts Process Modeling Monitor and Analyze Consolidation Reporting Multi- dimensional analysis Scorecards Corrective Action Alerts Target Management Report and Query Tools, Portals, Collaboration, Dashboards BrowserSpreadsheets User Interface Source Data Database Applications Enabling Technologies ERP, CRM, SCM Other Legacy Systems Data Ware houses Spread- sheets, Office docs Related Analytic Apps External Data Other Interfaces Data Flow BPM Datamart Actual and Plan Data Relational and Multi-Dimensional Structured and Unstructured

© 2005, Applix, Inc. — All rights reserved. 5 So how many “Single Versions of the Truth” do you need ? ERP System CRM System Data Warehouse Planning System Consolidation System OLAP Analytical Cubes Notice how in the end it all comes down to… Spreadsheets

© 2005, Applix, Inc. — All rights reserved. 6 Why is Excel the No. 1 Business Intelligence tool Everyone knows how to use it –Even Kids are taught how to use Excel at an early age –No consulting required –Minimal IT involvement Incredibly Flexible –Start with a blank canvas and design and build what you and your business require On everyone’s desktop –Send an Excel spreadsheet to a colleague, partner, customer, they’ll all be able to open it

© 2005, Applix, Inc. — All rights reserved. 7 The Result – Spreadsheet Anarchy !!! Collection of Data from back-office systems difficult Lots of separately designed spreadsheets, some interlinked, easily broken Spreadsheets are single user Large spreadsheets are slow to calculate, too big to No drill down, without defining drill down first 64,000 Row limitation Users calculate results differently to each other Multiple versions of the truth Reconciliation nightmare Add a new account/dept, have to maintain all the spreadsheets Not web based, need server based file sharing No Audit Trail

© 2005, Applix, Inc. — All rights reserved. 8 How to get the benefits without the problems TM1 –Collects data from multiple data sources –Organises data in multi-dimensional (OLAP) models –To Create a Single Version of the Truth –Read/Write capability for Reporting, Analysis and data entry (Budgeting, Forecasting, Consolidation, What If Analysis, Modelling) –Real-Time Consolidation and complex business calculations for exceptional what- if analysis capability –Tight Integration to Excel for a familiar Interface –Workflow for tracking and alerting those in the business process –Thin Client (Web) Architecture for Wide Deployment and ease of maintenance –Rapid Prototyping and Deployment –Minimal IT Dependency –Low Total Cost of Ownership

© 2005, Applix, Inc. — All rights reserved. 9

10 TM1 provides a single BPM Platform enabling midmarket finance departments to meet all their organization’s performance management needs from financial & operational modeling through end user reporting and analysis. –Eliminates development & maintenance costs associated with integrating multiple pieces –Enables more accurate and flexible analyses by sharing data and business rules across all business processes –Leverages familiar spreadsheet-based and web-based reporting to minimize training costs –Brings together source data from all your systems for a single version of the truth

© 2005, Applix, Inc. — All rights reserved. 11 TM1 Capabilities within BPM Framework Extract, Transform, and Load Strategize Metrics builders Strategy mappers Objective and goal setters Plan Budgets Capacity and HR Plans Forecasts Process Modeling Monitor and Analyze Consolidation Reporting Multi- dimensional analysis Scorecards Corrective Action Alerts Target Management Report and Query Tools, Portals, Collaboration, Dashboards BrowserSpreadsheets User Interface Source Data Database Applications Enabling Technologies ERP, CRM, SCM Other Legacy Systems Data Ware houses Spread- sheets, Office docs Related Analytic Apps External Data Other Interfaces Data Flow BPM Datamart Actual and Plan Data Relational and Multi-Dimensional Structured and Unstructured

© 2005, Applix, Inc. — All rights reserved. 12 OLAP Analysis and Modelling

© 2005, Applix, Inc. — All rights reserved. 13 Integration to Excel

© 2005, Applix, Inc. — All rights reserved. 14 Workflow driven Business Process

© 2005, Applix, Inc. — All rights reserved. 15 Scorecards & KPI’s

© 2005, Applix, Inc. — All rights reserved. 16 Web Deployment

© 2005, Applix, Inc. — All rights reserved. 17 Difficulty/Application Complexity FinancialControllerFinancialDirectorCEOMarketingDirectorSalesDirectorBoard ABC Balanced Score Card Management Reporting & EIS Statutory Reporting Budgeting Sales Forecasting Risk Analysis Allocations Consolidations Customer Profitability Product Profitability Value to Business Business Performance Management Merchandise Planning Daily Performance Analysis Merger & Acquisition modeling Where do you start ?

© 2005, Applix, Inc. — All rights reserved. 18 The OLAP Survey 4 The largest, most detailed survey of OLAP products to date in the $4 billion OLAP market Conducted by Nigel Pendse, author of The OLAP Report ( and Survey.com Analyzed data from 971 OLAP sites in 51 countries. 50+ usage and adoption questions on 42 OLAP products No vendors involved in question development, sponsorship, analysis

© 2005, Applix, Inc. — All rights reserved. 19 Summary of TM1 Results in The OLAP Survey 4 In The OLAP Survey 4*, TM1 ranked top in: –Business goals achieved –Faster, more accurate reporting –Speed of deployment –Better decisions –Data load/pre-calculation time –Least number of product technical problems –Saved headcount in business departments –Prevalence (proportion of respondents in multi-product sites who chose the product for answering questions) TM1 ranked in the top three in the following categories: –Overall business benefits –Customer loyalty –Query time –Support quality –Win rate when on the short list –Low rate of product abandonment *The OLAP Survey 4, authored by Nigel Pendse, is a copyright of Survey.com.

© 2005, Applix, Inc. — All rights reserved. 20 THE OLAP SURVEY: TM1 Results “This year, Applix’s ranking, with highly satisfied and loyal customers, is a result of the strength of the product in many different areas. As with last year, Applix’s TM1 showed particularly strong in supporting the achievement of business goals in addition to its frequently recognized ease-of-use and performance features.” --Nigel Pendse, Author of “The OLAP Survey 4” and The OLAP Report

© 2005, Applix, Inc. — All rights reserved. 21 In Summary The best interface for each type of user –Excel for Accountants –OLAP Slice and Dice for Power Users and Analysts –Web Deployment for mass roll-out –Workflow driven if necessary Minimise consulting required for new applications –Allows you to push BPM into other areas with minimal cost/risk Single Version of the Truth on a Single Platform