The Web-based budgeting and planning solution from FRx Software Photo: DigitalVision Jim Boyer, Sr. Consultant

Streamlined Budgeting with FRx Financial Forecaster-Jim Boyer, Senior Consultant, CISTECH, Inc. FRx Forecaster is a powerful budgeting and financial forecasting tool. Its web enablement allows for collaboration among all your "financial touch points" (directors, department heads, finance), and provides a single financial data warehouse for budget, forecast and actual results. Cut budgeting time significantly, produce more realistic budgets, and adjust financial forecasts throughout the year to reflect actual conditions.

 Introduction  Budgeting Challenges Today  The Forecaster solution  Product Presentation  Q&A Agenda

Solutions for financial professionals Used by over 110,000 customers worldwide Giving customers the control they need to effectively manage their business

Control Accuracy Timeliness Relevance Challenges in budgeting

Budgeting Challenges Takes too much time Inaccurate data Difficult to collaborate Budget contributors don’t see the relevance

Forecaster is a database solution specifically designed for multiuser Budgeting and Reporting Revenue and Expense modeling Human Resource planning Capital budgeting Excel integration Allocation and Adjustment wizards Multi-Currency capability Robust Reporting Network or Web for end users Forecaster Features

Immediate Benefits Implement quickly Control the process immediately Adjust easily and often Forecaster gives you immediate control of the entire process

Integration using Financial Data Mart FRx ® DirectLink General Ledger Accounts & Balances FDM SQL Server or MSDE FRx ® DirectLink ASCII import or FRx ExpressLink DrillDown Viewer Report book Printer Text Excel Cube Web FRx and Microsoft

DrillDown Viewer Report book Printe r Text Excel Cube Web FRx and Microsoft Integration and Data flow FDM OFSI ASCII Other Data HR, CapEx, Project Add In GL Launcher FDMOFSI FRx Report Server Designer GL Launcher Report Manager Forecaster SQL db

FDM Integration GeneralLedger Other Data (HR, CapEx, Etc.) ForecasterDatabase ForecasterExpressLink ASCII File Import

Microsoft Forecaster

Cost Center Budgeting

Line Item Details

Input Tools

Planning

Spread Methods 12 months Days Per month

Customized Calculations

Compensation planning

Compensation Planning

Compensation

Capital Budgeting

Flexible Revenue Modeling

Consolidations

Account / Virtual Account Roll

Budgeting Versions

Security – users/groups

Routings/Workflow

Workflow

Auto-notification

Accuracy Timeliness Relevance Forecaster: The Solution Control

Forecaster as a solution PainsThe Forecaster Solution Time consumingQuickly establish base line templates and data relevant to the right user Data inaccuraciesReduce audit and spend more time analyzing Difficult to collaborateAppropriate individuals know assumptions, status and numbers during the process Budget contributors do not see the relevance Use the numbers to help drive decisions and see effects of change

What Forecaster customers say … “Strongly agree. I can believe all the benefits can be realized” “From increased efficiencies we reduced the time required to manage the process by 35% ” “With increased visibility, our management teams spend much more time in analysis and planning… which leads to better decisions and much better allocation of resources” “Before, it took our controller days (sometime 3 or 4 days) to do the roll- ups and consolidation… now, it’s in under 30 minutes ” “Forecaster enabled us to move to a rolling budget, without it we could not have done it. So what is the impact of a rolling budget ?… hard to quantify, but it’s definitely leading to better decisions ” “ Saves printing costs. Before we printed 6-10 budget books of pages, at least twice during a budget cycle… now we don’t” “Dramatically increased participation … from 30 to 75 people” “Old process, from October to February, now 1 month ” Customer Survey results

Start fast Benefit immediately Save time and money Budgets are realistic, accurate, achievable Respond to changes Continual planning Immediate control Better business results Fast affordable way to manage budgets

Microsoft Forecaster Accounts Centers Projects Versions Microsoft FRx GL Accounts Balances Budgets and Forecasts Variance Report FRx ExpressLink Actuals current And Historical Drill Down on Actual Balances Drill Down on Budget Balances GL Data Forecaster Data

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