1. Catholic Charities of Broome County – Prophix story
Situation:
Company background: We exist to raise awareness for our cause and bring change to the lives of those we serve in Broome County. With your help we can make a difference. Our website furthers our mission by providing ways for you to learn more and get involved. Thanks for visiting. Your support is appreciated.
Website:
Head office: Syracuse, NY
Annual revenue: $20 million
G/L or ERP: Sage MIP
Business issue:
Reliance on Excel. Giant workbook with macros for planning. Couldn’t maintain it any longer.
Prophix solution:
QuickStart implementation. 2 week project. Complex for a small engagement. 1 week for financial planning. 1 week for personnel planning. DPM, budgeting, forecasting, reporting, allocations. ODBC connection on the way as of Dec
Benefit realized / planned:
Training for all users, not just the primary stakeholder. Very happy with first budget cycle. No longer relying on Excel. Following training + a successful budget cycle, confirmed NPS score of 10 + willingness to participate in surveys, newsletters, referrals, references, and testimonials.

2. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation
Implementation date: ________________________
☐ Preexisting customer YES
Original implementation date: ________________
☐ Existing customer, upgrading Q4 2012
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)

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