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1© 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
Elevate Your Reports & Dashboards to New HeightsPaul Turner, Senior Director Strategy, Adaptive Insights
2© 2014 Adaptive Insights | Confidential & Proprietary
Why the Need to Elevate Reports & Dashboards
3© 2014 Adaptive Insights | Confidential & Proprietary
The Modern CFO
Tactician to Strategist
4© 2014 Adaptive Insights | Confidential & Proprietary
#1Priority
Leaders Want Better Analysis & Decision Making
5© 2014 Adaptive Insights | Confidential & Proprietary
Current State of Business Intelligence
Takes too long
Labor-intensive
Data integrity/accuracy/reliability issues
Calculations are difficult to audit
Limited communication/collaboration
Functionality doesn't meet enough of my needs
Difficult to make changes
Limited ownership/accountability
End result is often already out of date
Not integrated with performance reporting system
All other responses
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
BPM Pulse Survey Results, December 2013
6© 2014 Adaptive Insights | Confidential & Proprietary
1. Gather data
2. Rekey some data
3. Generate report
4. Export to Excel
5. Rekey additional data6. Copy & Paste
− into Word for Mgmt Books− into PPT for Board Book
7. Print and bind − Word and PPT for Board Meeting
8. Ooops…− journal entry missed− Restatement required − Need page inserted
9. Make correction
10. Repeat 3 – 7n (at 11th hour)
Data Reports
Data to Reports: Mind the Gap
Industry ERP
7© 2014 Adaptive Insights | Confidential & Proprietary
Need for Enterprise-Wide Data
There’s a growing recognition that it is vital to combine data from across the organization.
200535%
Source: Forbes, March 7, 2014
82%2014
Source: 2014 CGMA Survey
8© 2014 Adaptive Insights | Confidential & Proprietary
Accessibility
Decision Maker Requirements
Multiple Systems
Regulatory Requirements
Growing Report Requirements
IFRS FASB GAAP
FORMATTED
XBRL SOX
AD-HOC
10K10Q
BOARDBOOK
ONLINE
EXCEL
OFFLINE
ERPCRMHCMCPMCLOUDON-PREM
9© 2014 Adaptive Insights | Confidential & Proprietary
3 Keys to Better Insights
10© 2014 Adaptive Insights | Confidential & Proprietary
Make it Easy to Access Data
1
11© 2014 Adaptive Insights | Confidential & Proprietary
Your Business Data. Everywhere.
CRM Sales ForecastDiscounting
ERP & GLRevenue & ReceivablesRevenue Recognition
ROI on Spend
On-time completionRevenue Recognition
Recurring revenueRenewals
Churn riskNPS
Internal systemData warehouseSpreadmart
ROI on Spend
12© 2014 Adaptive Insights | Confidential & Proprietary
80% companies at least 2 – 3 systems25% have 4 – 5 systems
# Systems Adds Data Complexity
Number Systems Generating Data for Reporting Process
# systems ↑ as company grows (size & revenue)*> $50M Rev)
*
13© 2014 Adaptive Insights | Confidential & Proprietary
Data Gathering Time Consuming60% of companies need to integrate six sources,
20% need to integration even more
14© 2014 Adaptive Insights | Confidential & Proprietary 14
Report Drill-down Pivot Visualize Analyze Model Decide Take Action
A Universal View
One Place for Everything
ACTUALSFORECASTB U D G E T
REPORTINGANALYTICSDASHBOARDS
CentralSource
of Insight
15© 2014 Adaptive Insights | Confidential & Proprietary
Report design → DRAG AND DROP REPORT DESIGN
Data keying → REAL-TIME AND DYNAMIC DATA REFRESH
Formatting → PRESERVE FORMATS, FORMULAS, LINKS
Copy & paste → SIMPLE SYNCH BETWEEN REPORT TYPES
Notes → EMBEDDED NOTES & NARRATIVE
Automation. Do More With Less
Timely Accurate DetailedEfficient Easy Synchronized
Automated Reporting Becomes
How available technology can help
16© 2014 Adaptive Insights | Confidential & Proprietary
Make it Easy to Use
2
17© 2014 Adaptive Insights | Confidential & Proprietary
Empower Insight for Any Need
Financial Reporting Operational Reporting Actual v Budget Variance Ad-hoc Reports or Analysis GAAP/IFRS/XBRL
Executive Dashboard Corporate Scorecards Departmental Dashboards Personalized Views Snapshot Views
Departmental DashboardPersonalized Dashboard Views
Individual Reports Board books Executive presentations Online reports or dashboards
Report
View Format
Deliver Information for
ANY…
18© 2014 Adaptive Insights | Confidential & Proprietary
Intuitive design Drag-and-drop Slice and dice Cell level detail Real-time drill-down Custom calculations Web-based agility
Automated. Self-Service Reporting
Automated Reporting Should be Ease of Use
19© 2014 Adaptive Insights | Confidential & Proprietary
Intuitive Analysis. Self-Service Insight
Analysis across time
Dimensional Drill-down
“What-if” analysis
Drag and drop metrics
Personalized dashboards
On the fly visualizations
20© 2014 Adaptive Insights | Confidential & Proprietary
Make it Easy to Consume
3
21© 2014 Adaptive Insights | Confidential & Proprietary
81%of CFOs see the cloud
as the future for their applications
Make it Accessible
22© 2014 Adaptive Insights | Confidential & Proprietary
Stakeholder Needs VaryKnow Your Audience. Meet Their Needs
Source: 2014 CGMA Survey
HumanResources
Operations
Accounting
Sales
Executive
Finance
Board of Directors
23© 2014 Adaptive Insights | Confidential & Proprietary
Make it Available. Anytime. Any Device.
24© 2014 Adaptive Insights | Confidential & Proprietary
Single Version of the Truth
Connectors Data Detail Automated
25© 2014 Adaptive Insights | Confidential & Proprietary
Dashboards Metrics Exceptions
ExecutiveFinance
Departments
Trends Self-Service Goals
Visualization and Analysis
26© 2014 Adaptive Insights | Confidential & Proprietary
Board Management Transactions Ad-Hoc Web and Office
Executive Finance
Departments
Financial and Management Reports
27© 2014 Adaptive Insights | Confidential & Proprietary
28© 2014 Adaptive Insights | Confidential & Proprietary
Every Style of Reporting
Presentation quality Matrix style (Excel) Management reports (Word) Board book (PPT)
Ad-hoc reporting Drill to detail Output: HTML, PDF, Office Email distribution
Web-based Reporting
MS Office Integrated Reporting
Role-based dashboards Interactive visual analytics Metrics and KPIs Multiple source integration
Web-based Visual Dashboards
29© 2014 Adaptive Insights | Confidential & Proprietary
Demonstration
30© 2014 Adaptive Insights | Confidential & Proprietary
31© 2014 Adaptive Insights | Confidential & Proprietary
OIL & GAS
$2BRevenue
11K+Employees
10Dimensions per level
5 – 10 Different Business Lines
Calgary, Canada
32© 2014 Adaptive Insights | Confidential & Proprietary
• Consistency: upload actuals monthly
• Agility: analyze, reforecast frequently
• Visual: see issue or opportunity easily
• Self-service: Executives & managers drill to own answers
UnlimitedPossibilities
MoreDrill-downs & Opportunity
100+Adaptive users
OIL & GAS
Agility. Insight. Better Decision Making
33© 2014 Adaptive Insights | Confidential & Proprietary
Q&A
34© 2014 Adaptive Insights | Confidential & Proprietary 34
Paul TurnerSenior [email protected]
John SindelSolution [email protected]
Talk to us anytime!
Take the next step! Visit Adaptive Insights Web Site:
– Complete Demo: http://www.adaptiveinsights.com/demo_recorded.php
– Free Trial: http://www.adaptiveinsights.com/enterprise_trial/
Custom Demo: Find out if Adaptive can help your organization
Don’t forget to download your copy of the Harvard Business Review paper, “Communication By The Numbers”
For CPE credit, complete the survey at the end of the webinar
Attend the Adaptive “Finance Best Practice” Forum
35© 2014 Adaptive Insights | Confidential & Proprietary
Thank You for Being Adaptive!