1. The MasterCard Foundation – Prophix story
Operating since: 2006
Head office: Toronto, Canada
Annual revenue: Unknown
Number of employees: Unknown
G/L or ERP: Microsoft Dynamics GP
Company website:
Company background:
The MasterCard Foundation is an independent, global organization based in Toronto, Canada, with more than $8 billion in assets. Through collaboration with partner organizations in 46 countries, it is creating opportunities for all people to learn and prosper. The Foundation’s programs promote financial inclusion and advance youth learning, mostly in Africa. Established in 2006 through the generosity of MasterCard Worldwide when it became a public company, the Foundation is a separate and independent entity. The policies, operations, and funding decisions of the Foundation are determined by its own Board of Directors and President and CEO.
Business problems that lead to evaluating CPM, adopting Prophix:
Young organization
Need to develop systems
Basic use of MS Dynamics GP + reliance on Excel
Need to analyze their budgeting, variance analysis throughout the year
They have 60 full-time employees
Everyone else is contracted out

2. Supporting data:
Business problems that lead to evaluating CPM, adopting Prophix:
They need to budget for their contract workers
They also need to budget for the projects overseen by their contract workers
Tough to analyze these in Excel
Prophix’s presentation to them highlighted Detailed Planning Manager’s ability to conduct their travel budget planning
This constitutes their phase 1 project
Also involves an ODBC connection to Microsoft Dynamics GP
Future plans:
Personnel planning for their 60 full-time employees

3. 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
☐ Education
☐ Architecture, engineering, and construction
☐ Life science
☐ Transportation and logistics
☐ Manufacturing
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit YES (Charities and philanthropic)

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