​Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making. Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process.

1. Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
Effective Corporate
Performance Management
March 27, 2018
Budgeting, planning & forecasting featuring

2. Page 1
 Introductions & Agenda
 Challenges in today’s business environment
 What is Corporate Performance Management
 Introduction to Prophix software
 Questions

3. Page 2
HINT – SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE!

4. Page 3
Our mission is to be a catalyst for positive system change in our community. Raffa is nationally recognized with
access to all the resources of the largest international firms. We contribute to our clients’ abilities to achieve their
missions and deliver promises to the world.
 LARGE ACCOUNTING, CONSULTING &
TECHNOLOGY CONSULTING FIRM
• Serve 1,500+ organizations in DC/MD/VA (Nonprofit &
Professional Services)
• 300+ specialists on staff at all levels
• Support over 250 Financial System Clients
• Certified System Consultants, Certified Project
Management Professionals, Business Process
Consultants
 34 YEARS SERVING THE NON PROFIT COMMUNITY
 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIMEGLOBAL ALLIANCE MEMBER
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• GovCon Expertise
• Software Development
• Managed IT Services
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Financial Services, Employee Benefit Plans, Insurance
• Executive Search and Transition Services
 NATIONALLY RECOGNIZED
• Top 100 Largest Accounting Firms (WBJ & Accounting Today)
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller

5. Page 4
Established
in 1987 by
finance
executives
Laser focused
on the Corporate
Management Software
(CPM) space
Prophix empowers
organizations to bring
together all data
sources on a single
platform
More than
3000 customers
in over 100
countries
Headquarters:
Toronto, Canada area.
Other locations: UK, US,
South America,
Denmark, Germany
Recognized by
Industry Analysts for superior
user experience

6. Page 5
 Prioritizing and effectively responding to the demands on the finance function
 Gathering insights from the massive data streams available
 Ensuring all the necessary skills and capabilities are available
 They need to forecast more often
 Collaboration is a fundamental requirement
 Spreadsheets are a burden
 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

7. Page 6
 Manual data extraction/ transformation into Excel from
multiple data sources, heavy IT involvement
 Complex models, formula errors/ calculation integrity, single-
user
 Consolidating budget inputs and managing process is time-
consuming.
 Cannot do planning allocations due to complexity/ potential
for error in Excel
 Monthly reporting package creation/ distribution requires
extensive effort
 Ad-hoc analysis is challenging due to extensive manual
manipulation of data required
 Not currently doing forecasting and what-if analysis
 Business user accessible, intuitive and easy to use, multi user
 Single source of truth, integrating multiple disparate data
sources
 Automated workflow management
 Flexible budgeting/ reporting at different levels of detail
 Seamless and automatic roll-up and consolidation
 Automated and powerful data manipulation tools
 Streamlined monthly report generation and distribution
 Self-service reporting, analysis and decision support
 Quick and easy forecasting, what-if scenario capabilities
Key Challenges Desired Capabilities

8. Page 7
 Reduce reporting and planning cycle time
 Accelerate responses to ad hoc information
requests
 Minimize time to find, extract and reconcile data
 Ensure “one version of the truth”
 Enhance predictive analytics capabilities
 Improve understanding of Product and Customer
Profitability
Analysis
Data
collection &
reconciliation
Analysis
Before After

9. Page 8
As more applications are built,
The role of finance and its value to
the business rises

10. Page 9
 Single, unified solution
 Comprehensive CPM capabilities
 Finance owned, less reliance on IT
 Direct integration and drill back
 Built for collaboration
 Multiple deployment options

11. Page 10

12. Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
Seth Zarny, Partner
szarny@raffa.com
301.279.6500
Buu-Linh Tran, Senior Manager
btran@raffa.com
301.279.6511
Jeremy Taro, Account Executive
jtaro@raffa.com
301.279.6504