Boardwalk Collaboration Platform (BCP) Enterprise Report Manager (ERM) for

2 Confidential Boardwalktech The Reporting Challenge  Running a report from Salesforce.com overwrites current data  There is no change management  There is no change history  Building and distributing summary reports is time consuming  There is no access control on who can/can’t see specific reports  You cannot synchronize reporting data from multiple systems

3 Confidential Boardwalktech The BCP-ERM Reporting Solution Provides a persistent reporting data environment that delivers:  Complete change management  On-demand access to change history at cell, row and sheet levels  Excel user interface for all reports  Extra columns for desktop to desktop collaboration  Create executive dashboards and reports with versioned data  Complete access control - you can specify who sees what report(s)  Synchronize reporting data from multiple systems

4 Confidential Boardwalktech Overview of capabilities and Demo The BCP-ERM Reporting Solution Desktop Collaboration Access Control Reporting Consolidated Sales Reports BCP ERM Salesforce Integration Integration with multiple systems Executive Dashboards 1. Admin user manages process. Merges changes from SFDC 2. Sales VP reviews changes and adds comments for others 3. Finance users sees all opportunities which reach a certain stage 4. Executives see high level consolidated data including pivots

5 Confidential Boardwalktech Creating BCP managed reports BCP can work with existing SFDC report definitions

6 Confidential Boardwalktech Setting up BCP Enterprise Report Manager 1. BCP uses report columns as defined in Salesforce.com 2. Opportunity ID (or another unique field) is used to drive the sync with BCP 1. BCP uses report columns as defined in Salesforce.com 2. Opportunity ID (or another unique field) is used to drive the sync with BCP

7 Confidential Boardwalktech BCP Report Template Overview Excel-only comment column is not lost when refreshed. Columns can be read-only or not even shown to some users through BCP access control One report can support multiple users since BCP’s access control manages who sees what data Find out at a glance the last time data was refreshed Change reports show cell, row, and updates to report over any time period Simple to use, one- click interface just like receiving BCP can even have data columns from other backend systems (like ship dates, backlog/actuals)

8 Confidential Boardwalktech “Refresh” to see changes All updated cells will have a change comment showing the value/formula change Pivot reports and other related worksheets work with BCP managed data, too.. Only the rows that have been changed, added, or deleted are affected. All other data is not overwritten Change reports let you see past changes in addition to viewing the most current data changes

9 Confidential Boardwalktech You can see who made changes and when… Users can have different access control privileges for different reports BCP will tell you how many changes* have been made since the last time you refreshed your report Missing Updates will tell you what was updated (new/deleted rows, formula changes) and when * The number of changes captured will depend on integration configuration

10 Confidential Boardwalktech And BCP provides change analytics at the cell, row.. You can look at any cell and see how it’s changed over any time period....Row history lets you select the rows you want to see and then it creates a sheet with the changes to values/formulas shown with comments & colors. Easily create forecast accuracy reports Change reports show cell, row, and entire report updates over any time period

11 Confidential Boardwalktech and table levels… All updates pulled from SFDC (and those done within BCP) are captured on a net change basis and available for analysis on- demand. The reports are access controlled, too, so users only see the data changes that affect them Much like with “Changes Since Import”, you can look at any update and see the state of the data at that time and what was actually changed

12 Confidential Boardwalktech Even pivot reports are automatically updated by BCP....pivot reports and other related worksheets are automatically updated

13 Confidential Boardwalktech MRP Other Usage Scenarios: BCP S&OP for Salesforce SFDC CRM  Opportunity definition  Tasks  Notes Reminders  Process control  Reports  Account/contact mgnt  Product lists  Contracts  Opportunity forecasts ERP Usage Scenarios  BCP Enterprise Report Manager  Versioned reporting and entitlement management  Combine SF.com data with other backend data in BCP  BCP Enterprise Collaborative S&OP  Exchange data with SF.com and other backend systems  Work off-line, update multiple records at a time  Units & price forecasting  Multiple products/price books  Discounting approval  Backend shipped/backlog info  Commissions, quota status, private data  Forecasts for multiple partners  Sales dashboard

14 Confidential Boardwalktech BCP Enterprise Report Manager (ERM) for Salesforce.com  Easily publish existing reports from SFDC to BCP ERM  BCP ERM merges and tracks changes  Pivots and charts dynamically refresh on update  Create distribution environment w/ BCP ERM access control  On-demand access to change history at cell, row and entire report levels for advanced analytics  Create “live” executive dashboards with versioned data Summary