Carpio - Evento MicroStrategy São Paulo

The New Finance Rule

São Paulo, August 25th, 2009Antonio Dutra Jr. – Director of Software

Solutions

Carpio Solutions is a Global Company of

Software and Services designed to help

customers to maximize their financial and

operational performance using the Suite

GesFinTM for Comprehensive Performance

Management.

Global Partner MicroStrategy

Microsoft GOLD Certified Partner

SAP Certified ISV for Planning Solutions

Who are we?

Overview of the Company

• Founded in June 2007

• Through the: Acquisition of GesFin, a software planning company, and Aleriant, TI services company.

Global Presence

HQ: Research Triangle Park, NCMexico City, Mexico Panama City, PanamaBuenos Aires, ArgentinaSão Paulo, Brazil Florianópolis, BrazilPorto Alegre, BrazilIn 2009 Europe/Spain

• By Palladium Equity (NY).

• Global Management Team

• +100 employees and growing

• Beginning with a regional partnership in 2007 in Brazil

• Created an integrated version of GesFin to MicroStrategy

• Directly relationship with a Group of Corporative Product in

Washington/USA

• In 2008, Carpio becomes MicroStrategy Global Partner

• Created an BI area of MicroStrategy

• Companies offers an integrated solution for customers and

prospects MSTR

• Working with a Global Sales Force and Network Partners

MicroStrategy

• USA, Mexico, Central America, Brazil, Argentina, Peru, Spain,

Portugal, Belgium, UK , Australia, and Middle East

MicroStrategy Relationship

The New Finance Role

Once, a student asked a

teacher why the questions on

this year exam paper were the

same as last year...

Yes, replied the professor...

The questions are

exactly the same. What you

should know is that the

answers have changed.

Albert

Einstein

Reflection

The Finance Pressures

• IFRS

• Compliance ( SOX )

• Costs Reduction

• Search and Support of Talents

• Support the CEO demands

• Support the Managers decisions

Finances and their Pain

• Staff Reduction

• Costs of average financial

functions have been cut from 1%

to 3%

over past 10 years.

• More work

• People reduction, not on

activities.

• More Pressure, more Stress

• In recent survey, 68% of

interviewed said they are

under more pressure in the

past two years.

• Higher Staff turnover

• Low standardization, inconsistent processes,

many errors by

manual input

• Too many metrics and irrelevant reports

• Too many complex spreadsheets, repetition

of information

• Too many inconsistent investiment

decisions and poor monitoring

of return on investiments ( ROI )

• Excessive Micro-Management

Many Activities of Low Value

Few High-Value Activities

• Do you know exactly what the

actual situation of your company?

• Do you know how your company

will be in the next 3 to 6 months ?

• Do you know what are the essential drivers ?

• Do you know if the company resources are

working on the best opportunities ?

• The Management and Planning software

allows you to anticipate actions to correction

the course ?

The Paradigm of Change

The Finance Crossroads

Organizations in the XXI Century

The New Finance Rule

Chartered Institute of Management Accountants

• The Financial area MUST be more efficient in

providing

reliable information for managing the business

• The main Finance challenge must be the

development of people that can colaborate making

decisions involving the business

• Any company that IS NOT MODIFYING THIS FINANCE

FUNCTIONS is putting the business at risk

The ideal Finance role is a minimum time

spent on reconciliation and reporting of

the realized. A large organization expend

most of time trying to anticipate what

will happen in the future, make sure that

the company’s resources are allocated in

the right opportunities and ensuring that

the company operates with the best

controls and processes.

Gary Crittenden, CFO, American

Express

Summarizing...

A New Finance View

1. Create time/Reduce Costs adapting your

operational processes.

2. Create more capacity for performance, atracct the best

professionals and offer to them a great place to work.

3. Provide agility to the business with using new tools

that have predictive capacity.

4. Reduce losses through better decisions

for investments.

5. Support the culture of high performance through

appropriate and fair metrics.

6. Be recognized as a collaborator of high added value

that provides useful and reliable information.

Focus on Essential

Conclusions

• High Cost

• Painful Implementation

• Too much Time to stabilize

• Too many TI Resources

• External Dependency

• Change Management Complicated

• Internal Training

GesFin Advantages.

.

.

• Allows use of Investiments already made

• Users see GesFin as another project in the

portal

• Look and feel the MicroStrategy environment

• 100% Web, zero footprint

• Integrated Security, Single sign-on

• Data GesFin analysed through Reports and

Dashboards MicroStrategy

• All features of BI MicroStrategy in the Corporate

Performance Management project

Main Points GesFin v5 MSTR

CARPIO GesFin™

Customers and Business Cases

Some CARPIO Customers

BACKGROUND• Retail: Supermarket, Pharmacies and Gas Station• 6,000 employees• 1.8 millon customers per month

CHALLENGES• Improve the data accuracy, reducing of turnaround planning time and extend the collaboration of all in the process• Get involvement of key stakeholders in the planning process

GesFin Case #1

KEY PURCHASE CRITERIA• Web-Based delivery without TI support• Easy of use e intuitive navigation for low-skilled users• Rapid Implementation• Low TCO – Total Cost of Ownership

RESULTS• 90 days project• Managers heads their own plans• Improve Collaboration• Improve ability to model new scenarios and simulations“ Our users adopted the GesFin right from the start because the easy

of use. The GesFinTM solution was completely implemented in 90 days and fully integrated with our ERP. ”

- Clementino Bolan Filho, CFO

ANGELONI

GesFin Case #2

TOTALCOM GROUP

BACKGROUND• Services: Largest LATAM Advertinsing Firm• Branches over 16 Countries• Multiple Companies

CHALLENGES• Improve automatic consolidation

• Replace massive use of interlinked Excel• Involve BU heads in process• Difficult to change structures of Planning• Limited IT availability

KEY PURCHASE CRITERIA• Integrate with many different ERP Systems• Low IT support to implement• Heavy Workflow Functionality• Easy creation of multiple scenarios

RESULTS• Deployed to all branches• Modeling Financial and Operational• Improve Collaboration• Increase Planning efficiency• Finance in control, not IT

“We evalueted many products, and in the end, we selected the GesFinTM Solution because we believed it was the most user friendly for our business. We are extremely satisfied with the results of the implementation, which has helped us improve our financial planning process.”

- Jamila Srikhi, Planning and Financial Manager

CARPIO GesFin™

Market Analyst

What they say about us?

What they say about us?

What they say about us?

What they say about us?

Planning the future of the company,

Known exactly what’s happening,

Being proactive rather than reactive,

Take corrective or preemptive actions

and

Running your business better!

Briefly, we were talking about:

Thank you !Antonio Dutra Jr. - adutra@carpio.com

Director of Software Solutions