edgewater spreadsheet planning with microsoft pps

As of December 4, 2008 Page 1

Michael HollenbeckNA Mid-Market BI Sales ManagerMicrosoft Corporationmichael.hollenbeck@microsoft.com208-319-2153

Who will be responsible for your next big innovation?

Microsoft Business Intelligence Vision

A complete and integrated BI solution

Deliver widespread intelligence through common Microsoft interfaces

Enterprise-wide via affordable economics

BI for Everyone: How do you get there?

Business Intelligence: Think beyond reports…

Transform nondescript lists of reports…

Business Intelligence: Think beyond reports:

…into intuitive key performance indicator (KPI) focused dashboards and scorecards

Microsoft/Edgewater TechnologyA Comprehensive Alternative to Spreadsheet Planning

Wednesday, December 10, 2008

www.edgewater.com

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• Premium IT Consulting Services Provider

• Background• Founded: 1992

• Headquarters: Wakefield, MA

• Acquired by StaffMark: 1999

• Became the Parent: 2001

• Exchange: NASDAQ

• Ticker: EDGW

• Customers: 185*

• Projects: 1,900*

• Customer Retention: 96%

• Employees: 330

• Consulting Offices: AR, CA, CO, FL, MA, NY

• North America Presence: 38 States and Canada

* As of 09/30/2008

EDGEWATER TECHNOLOGY: WHO WE ARE

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SPECTRUM OF SERVICES

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• CFO’s, Controllers, and FP&A Directors are:

1. Under pressure to drive profitability improvements and increase the resilience of their organizations.

2. This can not be done without aligning the organization around shared strategic objectives, and plans that can be adjusted to the rapidly changing realties of the market.

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A DAY IN FINANCE

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A TYPICAL PLANNING CYCLE

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• We love spreadsheets

• Most financial professionals use spreadsheets to manage their planning processes.

• They do this because spreadsheets are:

• Affordable: Available to practically everyone

• Fast: Relatively easy to deploy and easy to customize

• Familiar: Everyone knows how to use a spreadsheet

• We hate spreadsheets

Consolidation can be difficult and error prone

Inflexible: once a model is created it is difficult to maintain or change.

Enterprise worthy? Distribution, Security, Workflow, Audit Capability

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ENTERPRISE WORTHY SPREADSHEETS

MICROSOFT’S INTEGRATED BI OFFERING

END USER TOOLS & PERFORMANCE MANAGEMENT APPS

ExcelExcel PerformancePoint ServerPerformancePoint Server

BI PLATFORM

SQL Server SQL Server Reporting ServicesReporting Services

SQL Server DBMSSQL Server DBMS

SharePoint ServerSharePoint Server

DELIVERY

ReportsReports DashboardsDashboards Excel Excel WorkbooksWorkbooks

AnalyticAnalyticViewsViews ScorecardsScorecards PlansPlans

SQL Server Integration ServicesSQL Server Integration Services

SQL Server SQL Server Analysis ServicesAnalysis Services

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• Services Company: “Edgewater Technology”

• Simple P&L:

• Contract Service Revenue

• Less: Cost of Sales

• Less: Operating Expenses

• Equals: Gross Profit

• FY2008 Planning Process

• Profit is measured for Regions and Service Lines

• Canada GM - Received guidance that gross profit for all regions and Service Lines should be at or above 22.5%

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DEMONSTRATION

• Demonstration Highlights

• Integrated reporting

• Excel Interface

• Driver Based Budgeting

• Bottom Up and Top Down Budgeting

• Annotations

• Workflow

• Real Time Results

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INTEGRATED REPORTING (SHAREPOINT INTEGRATION)

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INTEGRATED REPORTING (RICH ANALYTICAL CLIENT)

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INTEGRATED REPORTING (ADVANCED VISUALIZATIONS)

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INTEGRATED REPORTING (OFFICE INTEGRATION)

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INTEGRATED REPORTING (DRILL TO DETAIL)

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INTEGRATED REPORTING (DRILL OPTIONS)

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DRIVER BASED BUDGETING

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EXPLORING THE DATA (CANADA)

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EXPLORING THE DATA (REGION SELECTION)

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EXPLORING THE DATA (4000)

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EXPLORING THE DATA (3900)

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EXPLORING THE DATA (2600)

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MONITORING PERFORMANCE WITH SCORECARDS

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MONITORING PERFORMANCE WITH SCORECARDS

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MONITORING PERFORMANCE WITH SCORECARDS

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MONITORING PERFORMANCE WITH SCORECARDS

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MONITORING PERFORMANCE WITH SCORECARDS

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ENTERING PLANS IN MICROSOFT EXCEL

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ENTERING PLANS IN MICROSOFT EXCEL

Rich formatting and user experience

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ENTERING PLANS IN MICROSOFT EXCEL

Built in workflow and template assignments

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ENTERING PLANS IN MICROSOFT EXCEL

One template Many Slices of Data

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ANNOTATIONS AND AUDIT CAPABILITY

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TOP DOWN & BOTTOM UP PLANNING

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REAL TIME DISPLAY OF UPDATES

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• Next release of PerformancePoint Server?

→Scheduled for early 2010

• What backend databases are supported by PerformancePoint Server?

→Source data: Virtually any data source

- Databases, CRM, ERP systems

→PPS store: Native SQL Server

• How do users upload and download into the general ledger?

→Existing financial close process doesn’t change

→For planning, PPS takes data from sources like the general ledger, and presents in an integrated environment

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QUESTIONS

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• When input is done by a user, how do “administrators” know when the input is done?

→Data is input into Excel template and saved in action pane

→Action pane/workflow area allows users to submit drafts

→Ability to set alerts for administrators

• What version of Excel does PPS work with?

→2003 and 2007

• What is the ballpark pricing -- Yearly? Monthly? Per user?

→Server/User model

- Server = $20K

- User = $195/user

- No administrator or power user levels – flat fee for all users

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QUESTIONS

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• Is there the capability to do periodic forecasting with actuals, measure against metrics and budgets?

→Absolutely, can create different versions of budgets to compare to actuals and metrics

• How does ProClarity fit in?

→Three parts of PPS included with server purchase

1. Monitoring

2. Planning – what was reviewed today

3. Analytics

→ProClarity is the basis of Analytics

→Planning and Analytics work together, not competing

• Average time to implement for a mid-sized company?

→General guideline: 2-3 months for a full trial application

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QUESTIONS

20 Harvard Mill SquareWakefield, MA 01880781.246.3343 Phone

781.246.5903 Fax