1. CPM and Dynamics AX Roundtable – UBAX07
Nick Sercer – MSX Group

2. Objectives / Agenda Define Corporate Performance Management
Discuss why Budgeting and Reporting are important
Learn how Management Reporter and Forecaster can help you reach your reporting and budgeting goals
Ask Questions

3. Microsoft’s BI Strategy and Vision
To improve organizations by providing business insights to all employees, leading to better, faster, more relevant decisions
Microsoft has a long-term commitment to delivering a complete and integrated BI offering
SQL Server has led innovation in the BI space for more than a decade
There is widespread delivery of intelligence through Microsoft Dynamics, SQL and Office
The platforms are enterprise-grade and affordable

4. Financial Reporting, Planning, Forecasting & Consolidations
Microsoft Dynamics CPM / BI (Corporate Performance Mgt and Business Intelligence)
Financial Reporting, Planning,
Forecasting & Consolidations
Microsoft CPM / BI Stack:
Microsoft Management Reporter
Microsoft Forecaster
Microsoft SharePoint
Microsoft Excel
Microsoft SQL Server (SQL, SSRS, SSAS) AX

5. (Corporate Performance Management)?
What is CPM
(Corporate Performance Management)?
CPM is a set of management and analytic processes to drive performance and achieve goals
Three Main Activities run concurrently:
The development of goals (Planning)
Measurement of progress against goals (Monitoring & Analytics)
Performance improvement interventions made in light of this information (Action/Decision Making)

6. What is CPM? (Continued)
Method for driving strategy down and across organizations
Exposes cause-and-effect relationships to provide profitable insights

7. Corporate Performance Management
Budgeting
and Forecasting
Financial Reporting
Consolidations

8. Corporate Performance Management
Improve & Strategize
Analyze
Forecaster & MR
Plan
Forecaster
Monitor MR
Execute & Perform

9. A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), Balance Sheets and Actual v. Budget variance reports
Boardroom-quality reports without IT assistance. Product created by Accountants for Accountants!
Integration with Microsoft Dynamics ERP solutions. Effortless consolidations of Multiple companies/databases.

10. Microsoft Management Reporter
The Microsoft Dynamics Reporting Solution
Produce fast and accurate Financial statements without reliance on IT.
Empower accountants!
Licenses included with many Dynamics ERPs
Install / Train / Implement in one to two weeks. Very Low IT involvement
Low Total Cost of Ownership and High ROI
Modern Platform – recently updated
Easy Migration of FRx Reports
Integrates with Dynamics ERPs – no custom coding or configuration
Microsoft is Investing Heavily in its CPM solutions which are Rapidly Evolving

11. Microsoft Forecaster
Accurate financial budgeting, planning and forecasting
Purpose built modules for modeling:
Revenue
Expenses
Human Resources
Capital Expenditures
P&L, Balance Sheet and Cash Flow
Centralized budgeting tool with departmental rollups and automated workflow

12. The Microsoft Dynamics Budgeting Solution
Microsoft Forecaster
The Microsoft Dynamics Budgeting Solution
Create the Most Accurate and Precise Budget with the Least Amount of Time and Effort
Licenses included with many Dynamics ERPs
Install / Train / Implement in one to three weeks. Very Low IT involvement
Low Total Cost of Ownership and High ROI
Stable Platform having been in Development for Over 15 Years
Integrates with Dynamics ERPs via FRx and Management Reporter
Microsoft is Investing Heavily in its CPM solutions which are Rapidly Evolving

13. Questions/Discussion
Contact:
Nick Sercer – MSX Group