1. Just Energy – Prophix story
Operating since:
Head office: Mississauga, Ontario, Canada
Annual revenue: $2.8 billion
Number of employees: 900
G/L or ERP: Microsoft Dynamics GP
Company website:
Company background:
Just Energy Group Inc. (Just Energy), formerly Just Energy Income Fund, is engaged in the sale of natural gas and/or electricity to residential and commercial customers. Its subsidiaries are engaged in sale of natural gas and/or electricity to residential and small to mid-sized commercial customers, under fixed-price, price-protected and variable-rate Energy Contracts. It also offers green products through its JustGreen and JustClean programs.
Business problems that lead to evaluating CPM, adopting Prophix:
They run Hyperion for financial consolidation.
Evaluated Vena Solutions and Hyperion Financial Management (an Oracle product), along with Prophix.

2. Just Energy – Prophix story
Business problems that lead to evaluating CPM, adopting Prophix:
Looking for a solution to assist with:
Revenue Forecasting
                - Gross Margin Forecasting
                - Cumbersome process in Excel
                - Can take up to 4 days per quarter
                - Automate repetitive processes
                - Revenue and costs of goods sold and operational database
Performance Income Statements and Cash flows
Variance Analytics
Large volumes of data
Their Prophix solution:
Built ODBC connection to Microsoft Great Plains.
Possibly building a connection to Hyperion using the customer’s Hyperion experts.
Financial reporting, including the balance sheet, P & L, and cash flow.
Budgeting and budgeting templates, with their managers inputting into Prophix templates.
Personnel planning using Detailed Planning Manager (DPM)

3. Phase 1 notes from George Chen
Customer challenges before Prophix:
Financial Consolidation / Distribution – JE’s financial consolidation and distribution of Excel spreadsheets was very onerous and error-prone. They have a number of entities across North America (Canada & US) as well as in the United Kingdom. Currency conversion is required and is currently being performed within their Hyperion GL system. 
Budgeting / Personnel Planning – JE’s headcount planning would contain discrepancies between their planned numbers and their actual reported numbers.  Multiple budgeting templates would be distributed out to the individual department managers, which would make the budgeting process time consuming and error-prone when consolidating.
Project solution:
A centralized reporting and analytical tool to guide decision making and analysis on financial performance
Financial reporting
Drill-Across capability to transactional data from Great Plains
Actuals data imported via flat files from Hyperion GL system
Budgeting template across all departments for department managers
Integration with JE’s data from Great Plains and Hyperion
Personnel Planning along with planning schedules sent out to department managers to plan headcount

4. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation YES
Implementation date: Q1 2014
☐ Preexisting customer
Original implementation date: ________________
☐ Existing customer, upgrading
Industry (choose all that apply)
☐ Agriculture, forestry, and fishing
☐ Professional services
☐ Financial services
☐ Retail
☐ Wholesale and distribution
☐ Telecommunications
☐ Healthcare
☐ Utilities YES
☐ Education
☐ Architecture, engineering, and construction
☐ Life science
☐ Transportation and logistics
☐ Manufacturing
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit

5. Supporting data: Solutions Capabilities ☐ Budgeting YES
☐ Automation YES
☐ Forecasting
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation
☐ Microsoft platform integration YES
☐ Analysis YES
☐ Role-based security YES
☐ Profitability analysis
☐ Collaboration YES
☐ Personnel planning YES
☐ Flexible deployment
☐ Project planning
☐ Ad hoc reporting and visualization YES
☐ Revenue planning Planned
☐ Capital expenditures planning
☐ Reporting and analytics
(dashboards and scorecards)