Prophix streamlines budgeting, planning, reporting, consolidation, and more. In this session, see what's new, what's coming and how your organization can benefit. Abdul Hoosen, CPA, CMA BDO Canada LLP BDO Connections 2016 | Breakout Session

1. Prophix CPM Software
Introduction, New Features and
Capabilities
Presenter: Abdul Hoosen, CPA, CMA
ahoosen@bdo.ca | 416.471.1498
Moderator: Michael Ciprietti
mciprietti@bdo.ca | 905.537.0897
Team: Business Analytics | Solutions

2. Agenda
• CPM Overview
• Prophix - Introduction
• Prophix - Capabilities
• Prophix - New Features
• Prophix 12
• Q&A

3. CPM Overview
What is a Corporate Performance Management Software?
• According to Gartner, it is “an umbrella term used to
describe the methodologies, metrics, processes and
systems used to monitor and manage the
performance of an enterprise”
• A structured, typically forward looking view of
financial and operational data.
• Unified Platform, not a single use application.

4. CPM Overview
Budgeting & Forecasting Reporting & Analysis
Consolidation Performance Management
Unified
Platform

5. CPM Overview
Features:
• Process automation
• Integrating data from
multiple sources
• Scenario and contingency
planning
• Detailed variance analysis
(Volume, price, mix)
• Dashboard, Scorecards &
KPIs
• Structure and security
• Re-planning capability,
rolling forecasts
• Measurement and
performance
• Cash management, debt
management
• Configuration vs.
Customization

6. • 25 years of CPM
Experience
• Integrate regardless of
underlying database
Prophix - Introduction

7. Financial
PROPHIX
Model
Outputs
Reporting / Planning:
• Income Statement
• Balance Sheet
• Cash Flow
• Analysis
• Dashboard
Detailed Inputs
Sales
Modeling
Detailed
Planning
KPI
Modeling
Vendor /
Project
Analysis
Revenue
COGS
AR
Inventory
Deferred Revenue
Salaries & Benefits
Depreciation
Fixed Asset
Prepaid
Debt
Budget Assumptions
KPI
Operating Expenses
Project Profitability
AP
Inventory
Prophix - Capabilities

8. Prophix - Capabilities
Demonstration

9. Prophix 12
• New User Interface
• Web Client
• HTML5
• Accessible from all major browser
• i.e. Chrome, IE, Firefox
• Document Explorer
• Ad Hoc Analysis
• Dashboard Studio
• Interactive Workflow
Prophix - New Features

10. Prophix - New Features
Demonstration

11. Prophix - New Features
Prophix 12 (Cont.’)
Web Client Future Releases
Detailed Planning Schedules Dashboard Studio Charting Editor
Model Manager Workflow Manager
Security Manager Template Studio
Detailed Planning Manager Process Manager
Financial Consolidation System Monitor

12. Thank you
Abdul Hoosen, CPA, CMA
ahoosen@bdo.ca 416.471.1498
Michael Ciprietti
mciprietti@bdo.ca 905.537.0897