Presented by: Brian Storrs, CPA of Intuitive-TEK

Intuitive-TEK Certified Consulting Partner for Adaptive Insights Top Partner Award: 2010, 2011, 2012, 2013 Run by Former Accountants CPAs and former accountants Budgeting & Reporting Industry Experts 30 years of software consulting experience Headquartered in Lakewood, Colorado

3 © 2014 Adaptive Insights | Confidential & Proprietary 2,300 customers 200+ partners 50%+ growth 85 countries #1 share Our cloud business analytics platform empowers management teams to transform their planning, reporting, consolidations and analysis – improving productivity, costs & decisions. THE GLOBAL LEADER IN CLOUD BI & CPM

4 © 2014 Adaptive Insights | Confidential & Proprietary 2,300 Customers Worldwide Manufacturing Healthcare Non-Profit/Edu Other Consumer Software Financial Svcs Media

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CPM Best Practices Planning Budgeting, Forecasting, What-if’s Analysis Data Combo, Financial Reporting, Variance Analysis Visualization Dashboards, Alerts, Financial and Non-Financial Data

Planning Budgeting Forecasting What if Scenarios

Analysis Combine the Data in One Place Financial Reporting Variance Analysis

Visualization Dashboards Alerts Financial and Non-Financial Data

Surprising Statistics Budget Tools Used 64% of companies use spreadsheets Time Finance departments spend 26% of their time on budgeting and planning processes related to spreadsheets CFOs spend 22% of their time on budgeting, planning, periodic reviews, and related processes Ventana Research

“More than 90% of spreadsheets contain serious errors, while more than 90% of spreadsheet users are convinced that their models are error-free.” Talking Technology, Spreadsheet Solutions, May 2008 What Most Companies Use

Planning is a Continuous Process Economy and market are volatile Snapshots do not show the whole picture FP&A Manager using Excel November 2008 – All is GREAT! Revenue and Profits are up! June 2009 – Sky is Falling again! December 2009 – Looking better. But what happens next? The budget has become a step in the planning process Planning year-round allows you to… Look backwards and forwards Compare Budget to Actual Make mid-year adjustments Continuous Planning Methodology!

Collaboration is Critical Budgeting, Planning, Reporting have moved beyond just the Finance Department Companies want people to work together more easily Online: Available ANYTIME, ANYWHERE Drive greater alignment around plans, goals and objectives Facilitate broader, deeper, more transparent participation

Budget Modeling is Becoming More Analytical “Last Year Comparison” is not enough Why? Market volatility reduces value of prior activity as basis for future planning Managers don’t just manage numbers and $ Companies using more realistic drivers How many people? How many widgets will you sell? How much depreciation will truly hit? Model based methodology = realistic Huge Spreadsheets are born and grow and grow and grow………………!

SaaS and Cloud Based Software as a Service (SaaS) Advantages: No IT Support Faster Deployment Lower Risk – Cleaner deployments Higher Customer Satisfaction – Gartner says so

Adaptive Planning Implementation Process Step1 Project Kickoff Data Review Goals Timeline Attend Admin class Step 2 Design & Creation Hierarchy COA Input format Step 3 Budget Model Creation Sales (Revenue) Expense Personnel Allocation Step 4 Financial Model Creation Income Statement Balance Sheet Cash Flow Step 5 Report Creation Daily Monthly On the fly Step 6 Knowledge Transfer & Review Final Review & Test Customer Admin class Go-Live Data Integration (mapping, import, validation) and Customer Model Review

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