Advanced Budgeting & Planning with Prophix

Presented By:

Tracy Welsh, Partner Enablement Managery , gProphix Software

Strategic PlanningBudgeting Forecasting

Strategic Planning

ReportingAnalysis

DashboardsPersonnel Planning y

Financial Consolidationg

Success with Prophix & BDOProphix & BDO

Agenda

• Introductions• Live Demonstration• Live Demonstration

• Getting Started• Budgeting & ForecastingBudgeting & Forecasting• Personnel Planning• Reporting & Analysis

• What’s New in Prophix 11• Q & A

Demo AgendaDemo Agenda

Getting Budgeting/ Personnel Reporting &Getting Started

Budgeting/ Forecasting

Personnel Planning/Cap 

Ex

Reporting & Analysis

Demo AgendaDemo Agenda

Getting Started Budgeting/  Personnel  Reporting & Analysis‐Homescreen‐WorkflowFavorites

Forecasting‐Template Formats‐Enter Data ($ and 

Drivers)C t

Planning/Cap Ex‐Review Existing 

Employees‐Add new EmployeesI t t ith i

‐ Variance Report‐Drill to multiple Data 

Sources‐Review Comments

‐Comments‐ Line Item Details

‐Integrate with main budget

‐View Personnel Reports

‐ Drill to Ad hoc ‐Slice and Dice‐Visualizations

Data Integration & FlowData Integration & Flow

Getting StartedGetting Started

Getting Budgeting/ Personnel Reporting &Getting Started

‐HomescreenWorkflow

Budgeting/ Forecasting

Personnel Planning/Cap 

Ex

Reporting & Analysis

‐WorkflowFavorites

Benefits SummaryBenefits Summary

Getting Started Budgeting/ Personnel Reporting &Getting Started‐Easy to Navigate

‐Visibility into 

Budgeting/ Forecasting

Personnel Planning/Cap 

Ex

Reporting & Analysis

process‐Customize to your specs

Budgeting/Forecasting FrameworkForecasting/What‐if Scenarios

Personnel Planning• By Employee

Budgeting/Forecasting Framework

•Mid‐year Forecasts • High level what‐ifs• Long range plans

• By Employee• Salaries• Benefits• Payroll Taxes

Expenses/Revenue• By Cost Center/Location

Actuals• Direct link to External Sources

Centrally Stored & Controlled thro gh

Center/Location• Formulas & Drivers• Detailed Comments and Schedules

Sources• Automatically pre‐populate versions

• Consolidated FS

through Workflow

Budgeting/ForecastingBudgeting/Forecasting

Getting Started Budgeting/  Personnel  Reporting & g g g/Forecasting

‐Template Formats‐Enter Data ($ and 

Drivers)

Planning/Cap Exp gAnalysis

Drivers)‐Comments

‐ Line Item Details

Benefits SummaryBenefits Summary

Getting Started Budgeting/  Personnel Planning Reporting & Forecasting

‐Excel‐like look and feel

‐Data Security

Analysis

‐Generate forecasts automatically‐Centralized 

Formulas & Drivers

Personnel Planning Set‐upPersonnel Planning Set upCustom Attributes

Employee Level Planning

Attributes drive C l l ti Calculations and derive Cost

Personnel Planning Set‐upPersonnel Planning Set upCalculate Earnings, Increases, Benefits,

TaxesTaxes

Personnel Planning/Cap ExPersonnel Planning/Cap Ex

Getting Started Budgeting/  Personnel  Reporting & AnalysisForecasting Planning/Cap Ex

‐Review Existing Employees

‐Add new EmployeesI t t ith i‐Integrate with main 

budget‐View Personnel 

Reports

Personnel PlanningPersonnel Planning

Benefits SummaryBenefits Summary

Getting Started Budgeting/ Personnel Reporting &Getting Started Budgeting/ Forecasting

Personnel Planning/Cap Ex‐Reduced manual 

keyingCentralized

Reporting & Analysis

‐Centralized calculations‐Push button integration

Reporting & AnalysisReporting & Analysis

Getting Started Budgeting/  Personnel  Reporting & Forecasting Planning/Cap Ex Analysis

‐ Variance Report‐Drill to multiple Data Sources

‐Review Comments‐ Drill to Ad hoc ‐Slice and Dice‐VisualizationsVisualizations

Ipad IntegrationIpad Integration

Benefits SummaryBenefits Summary

Getting Started Budgeting/  Personnel  Reporting & AnalysisForecasting Planning/Cap Ex ‐ One Version of the 

truth‐Dynamic Updates‐Drill to source Data‐ On‐demand, self service analysis‐Integrated with 

Workflow

What’s New in P11What s New in P11

• Improved User InterfaceImproved User Interface• Prophix Mobile

h d kfl• Enhanced Workflow Management• Enhanced Detailed Planning Calculations• Template Studio

– Faster load time for Reportsas e oad e o epo s– Undo– Backwards CompatibilityBackwards Compatibility

Benefits SummaryBenefits Summary

Getting Started Budgeting/  Personnel  Reporting & Analysis‐Easy to Navigate

‐Visibility into process‐Customize to your 

specs

Forecasting‐Excel‐like look and 

feel‐Data Security

G t f t

Planning/Cap Ex‐Reduced manual 

keying‐Centralized calculations

‐ One Version of the truth

‐Dynamic Updates‐Drill t source Data

‐Generate forecasts automatically

‐Centralized Formulas & Drivers

calculations‐Push button integration

‐ On‐demand, self service analysis‐Integrated with 

Workflow

Success with Prophix & BDOProphix & BDO

Q & A: