1. LewisGoetz – Prophix story
Operating since: 1935
Head office: Pittsburgh, Pennsylvania
Annual revenue: Unknown
Number of employees: Unknown
G/L or ERP: Movex, Prelude
Company website:
Company background:
LewisGoetz is the leader in mission critical hose, sealing and belting products that keep businesses running. We understand our products provide a vital link in the chain of production. The proper recommendation and use of these critical products ensures the safety, productivity and profitability of our customers.
Business problems that lead to evaluating CPM, adopting Prophix:
Using Excel. No defined processes for budgeting, forecasting, personnel planning, revenue planning
Were conducting financial consolidations, but struggled with intercompany eliminations
Struggled with reporting building– particularly with updating their actuals each month
Their revenue planning model struggled with data consolidation. I.e., it only allowed them to plan by customer OR salesperson. They could not do both on a monthly basis and would have to choose which was more important

2. LewisGoetz – Prophix story
Problems (continued):
Part of this stemmed from their ERP source systems. Movex stored their customer information.
LewisGoetz would pull customer data from Movex into Excel OR would pull sales data from Predule into Excel, and would then use Excel to compare the data (using vlookups) from both systems and customize reports from this information
Their solution:
Data integration and sales planning / revenue planning: multiple models allow them to consolidate information from both of their ERPS (Movex and Prelude) to generate integrated revenue reports by salesperson and customer
4 cubes: financial, revenue, currency, personnel
Use DPM for personnel planning (feeding the finance and personnel cubes)
Reporting: consolidated financial reports, branch-specific reports, revenue by salesperson reports, revenue by customer reports, variance reports / analysis by salesperson (target to actuals), customer (target to actuals), actual to plan, actual to forecast

3. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation
Implementation date:
☐ Preexisting customer YES
Original implementation date: Q3 2013
☐ Existing customer, upgrading
Original implementation date: ________________
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 YES
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit

4. Supporting data: Solutions Capabilities ☐ Budgeting YES
☐ Automation YES
☐ Forecasting YES
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation YES
☐ Microsoft platform integration
☐ 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 YES
☐ Capital expenditures planning
☐ Reporting and analytics
(dashboards and scorecards)