1. Thrive. Grow. Achieve.
Make Your Budget
Processes More
Efficient
Raffa & Prophix Technology Seminar
Seth Zarny – Raffa Partner
Buu-Linh Tran – Raffa Manager
Nicole Diceman – Prophix Product Manager
June 4, 2015

2. AGENDA
• INTRODUCTIONS & AGENDA
• INTRODUCTION TO CPM & PROPHIX
• PRODUCT DEMONSTRATION
• Q&A
2

3. CHALLENGES
THE OFFICE OF FINANCE FACES NEW CHALLENGES
• COMPANIES TODAY CAN ACCESS MORE DATA
• THEY NEED TO FORECAST MORE OFTEN
• COLLABORATION IS A FUNDAMENTAL
REQUIREMENT
3

4. SPREADSHEET PAINS
• LABOR AND TIME INTENSIVE
• ERROR PRONE
• DATA INTEGRITY ISSUES & VERSION CONTROL
• CONFIDENCE IN PROCESS
• MULTIPLE USER ACCESSIBILITY
• INCOMPLETE SOLUTION
• LACK OF ACCOUNTABILITY, OWNERSHIP AND
COLLABORATION
4

5. WHAT IS CORPORATE PERFORMANCE
MANAGEMENT (CPM)?
5
CPM Component Functionality
Planning and Forecasting
Budgeting; rolling
forecasts; multi-year plans
Financial and
Management Reporting
Monthly report books;
statutory reporting;
variance analysis
Financial Consolidations
Inter-company
eliminations; journal entries;
multi-currency
Profitability Modelling and
Optimization
Cost analysis;
product/customer
profitability; allocations
Strategy Management
Scorecarding; KPIs;
data visualization

6. 6
• BIG COMPANIES
• BIG PROJECTS
• VERY EXPENSIVE
• VERY “STRATEGIC”
CPM IN THE PAST

7. CPM TODAY
7
Automating non-transactional
processes in the Finance Department
such as…
• BUDGETING
• MONTHLY REPORTING
• MID-YEAR FORECASTING
• FINANCIAL CONSOLIDATIONS
• SCORECARDS
• OPERATIONAL PLANNING

8. CPM TODAY
8
• MORE OFTEN
• MORE DATA
• MORE PEOPLE

9. DEMO OVERVIEW
9
MONITORING
PERFORMANCE
01
STREAMLINING OPEX
PLANNING02
UNLOCKING
PERSONNEL PLANNING03
ACCELERATING SALES
PLANNING04
IMPROVING STRATEGIC
DECISION-MAKING
05
06 AUTOMATING
REPORTING

10. DEMO – LET’S SEE PROPHIX
10

11. PROPHIX SOLUTIONS
11

12. QUESTIONS & ANSWERS
12
Seth Zarny – Raffa
szarny@raffa.com
301.379.6500
Buu-Linh Tran – Raffa
btran@raffa.com
301.279.6511
Nicole Diceman –
Prophix
ndiceman@prophix.com

13. Helping Great Organizations Thrive