elevate your reports dashboards to new heights

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T H E G L O B A L L E A D E R I N C L O U D B I & C P M

Elevate Your Reports & Dashboards to New HeightsPaul Turner, Senior Director Strategy, Adaptive Insights

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Why the Need to Elevate Reports & Dashboards

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The Modern CFO

Tactician to Strategist

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#1Priority

Leaders Want Better Analysis & Decision Making

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Current State of Business Intelligence

Takes too long

Labor-intensive

Data integrity/accuracy/reliability issues

Calculations are difficult to audit

Limited communication/collaboration

Functionality doesn't meet enough of my needs

Difficult to make changes

Limited ownership/accountability

End result is often already out of date

Not integrated with performance reporting system

All other responses

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

BPM Pulse Survey Results, December 2013

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1. Gather data

2. Rekey some data

3. Generate report

4. Export to Excel

5. Rekey additional data6. Copy & Paste

− into Word for Mgmt Books− into PPT for Board Book

7. Print and bind − Word and PPT for Board Meeting

8. Ooops…− journal entry missed− Restatement required − Need page inserted

9. Make correction

10. Repeat 3 – 7n (at 11th hour)

Data Reports

Data to Reports: Mind the Gap

Industry ERP

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Need for Enterprise-Wide Data

There’s a growing recognition that it is vital to combine data from across the organization.

200535%

Source: Forbes, March 7, 2014

82%2014

Source: 2014 CGMA Survey

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Accessibility

Decision Maker Requirements

Multiple Systems

Regulatory Requirements

Growing Report Requirements

IFRS FASB GAAP

FORMATTED

XBRL SOX

AD-HOC

10K10Q

BOARDBOOK

ONLINE

EXCEL

OFFLINE

ERPCRMHCMCPMCLOUDON-PREM

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3 Keys to Better Insights

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Make it Easy to Access Data

1

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Your Business Data. Everywhere.

CRM Sales ForecastDiscounting

ERP & GLRevenue & ReceivablesRevenue Recognition

ROI on Spend

On-time completionRevenue Recognition

Recurring revenueRenewals

Churn riskNPS

Internal systemData warehouseSpreadmart

ROI on Spend

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80% companies at least 2 – 3 systems25% have 4 – 5 systems

# Systems Adds Data Complexity

Number Systems Generating Data for Reporting Process

# systems ↑ as company grows (size & revenue)*> $50M Rev)

*

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Data Gathering Time Consuming60% of companies need to integrate six sources,

20% need to integration even more

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Report Drill-down Pivot Visualize Analyze Model Decide Take Action

A Universal View

One Place for Everything

ACTUALSFORECASTB U D G E T

REPORTINGANALYTICSDASHBOARDS

CentralSource

of Insight

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Report design → DRAG AND DROP REPORT DESIGN

Data keying → REAL-TIME AND DYNAMIC DATA REFRESH

Formatting → PRESERVE FORMATS, FORMULAS, LINKS

Copy & paste → SIMPLE SYNCH BETWEEN REPORT TYPES

Notes → EMBEDDED NOTES & NARRATIVE

Automation. Do More With Less

Timely Accurate DetailedEfficient Easy Synchronized

Automated Reporting Becomes

How available technology can help

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Make it Easy to Use

2

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Empower Insight for Any Need

Financial Reporting Operational Reporting Actual v Budget Variance Ad-hoc Reports or Analysis GAAP/IFRS/XBRL

Executive Dashboard Corporate Scorecards Departmental Dashboards Personalized Views Snapshot Views

Departmental DashboardPersonalized Dashboard Views

Individual Reports Board books Executive presentations Online reports or dashboards

Report

View Format

Deliver Information for

ANY…

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Intuitive design Drag-and-drop Slice and dice Cell level detail Real-time drill-down Custom calculations Web-based agility

Automated. Self-Service Reporting

Automated Reporting Should be Ease of Use

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Intuitive Analysis. Self-Service Insight

Analysis across time

Dimensional Drill-down

“What-if” analysis

Drag and drop metrics

Personalized dashboards

On the fly visualizations

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Make it Easy to Consume

3

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81%of CFOs see the cloud

as the future for their applications

Make it Accessible

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Stakeholder Needs VaryKnow Your Audience. Meet Their Needs

Source: 2014 CGMA Survey

HumanResources

Operations

Accounting

Sales

Executive

Finance

Board of Directors

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Make it Available. Anytime. Any Device.

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Single Version of the Truth

Connectors Data Detail Automated

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Dashboards Metrics Exceptions

ExecutiveFinance

Departments

Trends Self-Service Goals

Visualization and Analysis

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Board Management Transactions Ad-Hoc Web and Office

Executive Finance

Departments

Financial and Management Reports

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Every Style of Reporting

Presentation quality Matrix style (Excel) Management reports (Word) Board book (PPT)

Ad-hoc reporting Drill to detail Output: HTML, PDF, Office Email distribution

Web-based Reporting

MS Office Integrated Reporting

Role-based dashboards Interactive visual analytics Metrics and KPIs Multiple source integration

Web-based Visual Dashboards

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Demonstration

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OIL & GAS

$2BRevenue

11K+Employees

10Dimensions per level

5 – 10 Different Business Lines

Calgary, Canada

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• Consistency: upload actuals monthly

• Agility: analyze, reforecast frequently

• Visual: see issue or opportunity easily

• Self-service: Executives & managers drill to own answers

UnlimitedPossibilities

MoreDrill-downs & Opportunity

100+Adaptive users

OIL & GAS

Agility. Insight. Better Decision Making

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Q&A

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Paul TurnerSenior Directorpturner@adaptiveinsights.com

John SindelSolution Specialistjsindel@adaptiveinsights.com

Talk to us anytime!

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