Join Raffa Technology & BI360 for an informative session on best practice approaches to managing your budget process beyond Microsoft Excel. Come learn how you can help your organization increase productivity, insight and decision making while decreasing the manual keying and inaccuracies inherent with Microsoft Excel. This seminar includes a presentation of the BI360 budgeting and reporting software.

1. Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
Improve & Automate Your
Annual Budget Process
July 24, 2018

2. Page 1
 Introductions
 Challenges in today’s business environment
 What is Corporate Performance Management
 Introduction to Solver BI360 software
 Questions

3. Page 2
 Learning Objectives
 Best practices for managing budgeting process
 Best practices for selecting budget management software
 Fundamentals of Bi360 software
 NASBA Essentials
 Course Update Date: 6/15/18
 Course Review By: Jeremy Taro
 Course Reviewed Date: 6/15/18
 NASBA Field of Study: Information Technology

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

5. Page 4
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
 19 PARTNERS, INCLUDING 12 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIMEGLOBAL ALLIANCE MEMBER
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Nonprofit & GovCon Expertise
• Software Development
• CIO & 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

6. Page 5
Solver is an award-winning, global provider of self-service
corporate performance management (CPM) software.
 Over 2,300 customers in 40+ countries
 Pre Built Integrations with Dynamics, Intacct and other software
 On Premise and Cloud options

7. Page 6
 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

8. Page 7
 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

9. Page 8
 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

10. Page 9

11. Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
Seth Zarny, Raffa Partner
szarny@raffa.com
301.279.6500
Buu-Linh Tran, Raffa Senior Manager
btran@raffa.com
301.279.6511
Jeremy Taro, Raffa Account Executive
jtaro@raffa.com
301.279.6504
Tom Franks, VP Solver BI360
tfranks@solverglobal.com
310.691.5308