ProphixCPM softwareTHINK LIKE A PROPHIX

Presented by: Ray Wani, Prophix, Partner Account RepresentativeFebruary 20, 2020

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AgendaProphix – CPM Software

• Who we are• What we do• What problem we solve• How we do it• Demo• Q&A

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What Prophix is….Corporate Performance ManagementTransform the way you budget, plan & report

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What Prophix Does….

Reporting & Analytics

Budgeting &Planning

Workflow &Automation

Financial Consolidation & Close

Budgeting & Planning• Forecasting• Expense planning• Personnel planning• Operational planning• Sales & revenue planning• Project planning• Cash planning• Capital expense planning

Workflow & Automation• Direct data integration• Budgeting/planning/

reporting workflow• Centralized formulas• Process automation• Unlimited versions, what-ifs

& scenarios• Unlimited business modeling

Reporting & Analytics• Compliments BI• Performance reporting• Self-service interactive dashboards• Ad-Hoc reporting & analytics• Automated report distribution• Instant drill-across to transactional

detail• Integration with Excel, Word &

PowerPoint

Virtual Financial Analyst (AI & ML)• Anomaly detection• Chart insights• Task assistant

CRM

Sage

Payroll/HCM Dept A

Dept B

Dept C

v1v2v3

MASSIVESPREADSHEETS

And you have all of this for budgets, actualsand forecasts!!!

Resulting in overwrites, deletions, lost versions, late nights and confusion!

Budgeting & Reporting Often looks like this…

And you have all of this for budgets, actuals and forecasts!!!

Resulting in overwrites, deletions, lost versions, late nights and confusion!

CRM

Sage

Payroll/HCM Dept A

Dept B

Dept C

v1v2v3

MASSIVESPREADSHEETS

Budgeting & reporting often looks like this…

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And it only gets worse over time…

…and more users

MASSIVESPREADSHEETS

v3

CRM

Sage

Payroll/HCM Dept A

Dept B

Dept C

Additional data sources…

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MASSIVESPREADSHEETS

v3

CRM

Sage

Payroll/HCM Dept A

Dept B

Dept C

BUT ITDOESN’THAVE TO BETHIS WAY…

Dept A

BUT ITDOESN’THAVE TO BETHIS WAY…

CRM

Sage

Payroll/HCM

Dept B

Dept C

One Version of the Truth

Distribute reports automatically & Securely

Collaborate & Communicate up and down the organization

No more broken formulas

Surface key data and analyses

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PROPHIX DEMO AVAILABLE

Questions?

Thank you.Ray Wanirwani@prophix.com – Partner Account Representativejpepelnak@prophix.com – NA Channels Manager