Taking Business Performance Management Beyond Excel

1
Taking Business Performance Management Beyond
Excel
Mike Carroll Applix, Inc.
2
Agenda

• Current Process
• Issues
• Best Practices
• What if
• TM1

3
Current Process.

4
Issues

• React?
• Collaborate?
• Security?
• Accuracy?

5
Emerging Best Practices

• Budgeting Obsolete?
• Recurring Forecasts
• Beyond current fiscal year
• Driver based

6
What if..

• Real Time?
• Multi-user?
• Security?
• One version of the truth?

7
TM1 A Single Platform for

• Reporting
• Analytics
• Real-time Analytics
• Planning
• Forecasting
• Modeling
• Dashboards

8
Popular Uses of TM1

• Reporting/Analytics
• Profitability analysis
• Business Planning, continuous planning
• Forecasting
• Consolidations
• Pricing activity unit costs
• Analyzing manufacturing processes
• Production budgeting, trends
• Capacity planning

• Merchandise planning
• Inventory turnover, LIFO Inventory analysis
• Analyzing customer calling buying patterns
• Transportation economics
• Headcount tracking
• Capital expenditure analysis
• Foreign currency translations
• Market Segmentation

• And many more.

9
Applix TM1 Architecture

The TM1 Platform
10

TM1 Demonstration
A day in the life.