 Multi-year planning  Operational budgeting  Rolling forecasting  Multiple scenarios  Workflow process model  Editing in Excel  Aggregation and allocation  Integration to General Ledger (GL)/Human Resources (HR)/Fixed Assets (FA)  Dimension integration  Different categorization  Traceability of amounts  Service enabled  Transfer policies with workflow  Budget hierarchy  Control expenditure cycle  Control by time period  Establish thresholds  Rule based  Budget funds available  Extensible framework

Process [WHAT] Collection of tasks to prepare a budget, plan, or forecast by an organization Workflows [HOW] Manages the process through a sequence of manual and automated tasks Organizations [WHO] Org. Hierarchy Time Periods[WHEN] Budget Cycle Stage A discrete ordered step in the process Scenario Categorization of amount/quantity by organization, program, activity and time period Scenario constraints Stage templatesStage rules Stage Allocations Allocation Schedules

Department ( HR ) Proposed Final Head Count Revenue PY Headcount PPY Headcount PY Revenue PPY Revenue Head Count Revenue PY Headcount PPY Headcount PY Revenue PPY Revenue Department (Finance) Proposed Final Head count Revenue PY head count PPY head count PY revenue PPY revenue Head count Revenue PY head count PPY head count PY revenue PPY revenue

Demo Strategy Planning

Demo OPEX planning

Department (Finance) Forecast Final Budget Actual Forecast Budget Actual Forecast

User front end Excel, Microsoft Dynamics AX client, or EP Smart templates Ease of use and faster adoption Central database No more version control nightmare Workflow to manage process Integrated financials, HR, and FA Budget control on selected transactions Reporting Role centers and reports Budget planning cube Integrated reporting with MR