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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

FP&A Power Hour Finance Technology for Modern Enterprises

Featuring Forrester Research and Boston Scientific

2 © 2014 Adaptive Insights | Confidential & Proprietary

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

FP&A Power Hour Finance Technology for Modern Enterprises

Featuring Forrester Research and Boston Scientific

3 © 2014 Adaptive Insights | Confidential & Proprietary

Today’s Speakers

Paul Hamerman Vice President and Principal Analyst

Paul Turner Senior Director

Strategy

Mark Powers Manager

Operations Finance

Finance Technology for Modern Enterprises

Accelerating FP&A with Adaptive Insights

Tapping the Cloud at Boston Scientific

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Agenda – Learning Goals

• The key trends in finance software and what they mean to you

• The value that Corporate/Financial Performance Management can bring

• Different deployment strategies that you can use

• How to apply real-life examples from enterprises that are using the cloud

Adaptive Insights Webinar:

FP&A Power Hour – Finance

Technology for Modern Enterprises

Paul Hamerman, Vice President and Principal Analyst

Forrester Research, Inc.

March 25, 2014

© 2014 Forrester Research, Inc. Reproduction Prohibited 6

Agenda

› FP&A drives financial performance

› Trends in finance software adoption

› Strategies to deploy FP&A solutions

Finance seeks greater levels insight and

predictability as the economy is

disrupted by the digital age

Digital businesses of the future ride 4 key technology trends: cloud, mobile, social, and big data

March 2013 “Capitalize On Emerging Technology For Innovation And Growth”

The digital economy – trends impacting finance

• The pace of acquisitions accelerates:

• Startups and cloud companies are targets

• Traditional businesses consolidate for efficiency

• Recurring revenue replaces up-front revenue

recognition, placing pressure on profitability

• Revenue growth, cash flow, and profits lead finance

priorities

• Finance will invest in cloud-based software technology

for flexibility and growth

FPM helps finance add value at multiple levels of the organization

© 2012 Forrester Research, Inc. Reproduction Prohibited

The Functional Scope Of Financial Performance Management

September 2013 “The Forrester Wave™: Financial Performance Management, Q3 2013”

The Financial Performance Life Cycle: Finance processes are conceptually linked across the time dimensions of past, present and future…

August 2011 “Align Financial Processes And Systems For Better Business Value And Compliance”

Financial business process challenges • Difficulty to integrate data from disparate transactional systems

• Financial and ERP software updates are costly and often deferred.

• A lengthy and complicated process to close the books

• Increasing compliance burdens (e.g., SOX, XBRL, IFRS) for

financial reporting and industry-level compliance

• Labor-intensive efforts to assemble external financial reports and

regulatory filings

• A volatile global economy, which complicates planning and

forecasting efforts

• A need for timely internal management reporting to speed decisions

Why companies buy FPM solutions

1. Agility: Changing business models and the need for increased flexibility

in planning and analysis drives the need for new or expanded

capabilities from the software solution.

2. Insight: Companies need relevant and timely information about how

their business is performing, with that ability to take corrective and

accelerating actions.

3. Obsolescence: Products that have been poorly maintained, heavily

customized, or reach end-of-life due to outdated technology. Customers

may be looking for an alternative deployment model (e.g., SaaS) to

reduce support resource requirements.

4. Efficiency: Companies struggle with labor-intensive processes that are

heavily dependent on spreadsheets and email

5. Regulation: Disclosure and accounting regulations, typically imposed

by national securities regulators and industry oversight (e.g., banking,

insurance, utilities).

14

© 2014 Forrester Research, Inc. Reproduction Prohibited 15

Agenda

›FP&A drives financial performance

› Trends in finance software adoption

›Strategies to deploy FP&A solutions

Source: Forrsights Software Survey, Q4 2013

Companies of all sizes invest in planning,

budgeting and forecasting software

9%

12%

12%

9%

33%

23%

3%

5%

8%

6%

12%

36%

28%

6%

Not interested

Interested but no plans

Planning to implement in a year or more

Planning to implement in the next 12 months

Implemented, not expanding

Expanding/ upgrading implementation

Don't know

Base: 1,811 at companies with 20 or more employees

>1000 employees

< 1000 employees

What are your plans to adopt the following packaged applications

(Planning, budgeting and forecasting):

Cloud-based software growth indicates an exodus from traditional software consumption models

July 2013 “A Mixed Outlook For The Global Tech Market In 2013 And 2014”

SaaS spending is growing, but the

majority remains on-premise

Companies Look To SaaS To Improve Agility And Speed

Source: Forrsights Software Survey, Q4, 2013

Base: 1,417 enterprise and SMB companies

57%

67%

69%

68%

69%

72%

75%

Ability to substitute upfront costs withregular monthly payments

Lower overall costs

Faster delivery of new features andfunctions from SaaS/as-a-service…

Support business innovation with newcapabilities

Allows us to focus resources on moreimportant projects

Speed of implementation anddeployment

Improved business agility

Agility

and

Speed

Cost

“How important were the following benefits in your firm's decision to use

SaaS?”

© 2013 Forrester Research, Inc. Reproduction Prohibited 20

SaaS is already well-adopted within Finance

© 2013 Forrester Research, Inc. Reproduction Prohibited 21

SaaS adoption in Finance, ERP and BI is growing rapidly

Benefits of putting financial systems in the cloud

› Business flexibility improves with software that is

designed to be managed by business people

Less dependence on internal IT for systems

support

› Systems are upgraded and updated regularly –

reduced obsolescence

› Transparent cost of ownership via subscription model

› Modern integration technology allows more frequent

updates and better connections to internal and external

stakeholders

› Business insight delivered quickly and in context

© 2014 Forrester Research, Inc. Reproduction Prohibited 23

Agenda

›FP&A drives financial performance

›Trends in finance software adoption

› Strategies to deploy FP&A solutions

3 models for FP&A Systems

1. ERP-centric, global

instance 2. Hub-and-spoke 3. Hybrid using

best of breed in the

cloud

Corporate

Accounting

System

FPM

Corporate

Accounting

System(s)

Consoli-

dations

Unit 1

Unit2

Unit3

Accounting

System(s)

PBF

Analytics

Consoli-

dations

Corporate

Planning

System(s)

In the hub and spoke deployment model, cloud adoption typically starts within a business unit and expands

Unit 1 Unit3

Corporate

Planning

System(s)

Unit 2

Hybrid strategy for enterprises: loosely-coupled financial systems, leveraging cloud and on-premise software

Corporate

Accounting

System

Revenue &

Operations

External Reporting

and

XBRL

Planning, Budgeting &

Forecasting

CRM

Divisional

Accounting

Systems

Divisional

Accounting

Systems

Divisional

Accounting

Systems

Performance

Analytics Financial

Consolidations

eCommerce

Recommendations

• Assess the health of your current set of financial

applications and processes

• Automate compliance-oriented processes to drive

efficiency from “close to disclose”

• Innovate your financial reporting and delivery

capabilities with advanced analytics technology

• Leverage modern cloud software solutions to

increase flexibility and continuously keep the

software up-to-date

• Choose a deployment model that fits your business

model – centralized, hybrid, or hub-and-spoke

Thank you

Paul Hamerman

phamerman@forrester.com

Twitter: @paulhamerman

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Adaptive Insights Overview

Using the Cloud to Drive CPM

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We Help Organizations Transform Efficiency

Customers Success Product

Partners Backing Analysts

1½ FTEs Freed up to focus

on strategy

100+hrs Less Finance effort

20wks Less planning and

reporting

83% Faster forecasting

103 Days to report

75% Fewer

Spreadsheets

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Complete Integrated Suite

Unified BI & CPM

Built for the cloud

Powerful & flexible

Intuitive experience

Continuous innovation

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2,000

customers

200+

partners

50%+

growth

85

countries

#1

share

Our cloud business analytics platform empowers management

teams to transform their planning, reporting, consolidations

and analysis – improving productivity, costs & decisions.

THE GLOBAL LEADER IN CLOUD BI & CPM

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Enterprises Run Adaptive

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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

Tapping the Cloud at Boston Scientific Mark Powers, Manager, Operations Finance

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Q&A

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Additional Information

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Paul Turner Sr. Director of Strategy pturner@adaptiveinsights.com

Talk to us anytime!

Take the Next Step!

Visit Adaptive Insights Web Site:

– Complete Demo:

http://www.adaptiveinsights.com/demo_recorded.php

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http://www.adaptiveinsights.com/enterprise_trial/

Don’t forget to…

– Download your copy of the Forrester report,

“Planning, Analysis, And Reporting Solutions Drive

Financial Performance Management”

– Complete the short survey at the end of this webinar

for CPE credits

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Thank You. Be Adaptive!