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Advanced Planning in Practice

Alexander Hein, prevero

Unit4 Norwegian user conference, Sep 20th, 2016, Stavanger, Norway

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about prevero

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Facts and Figures

Founded in: 1994

Aquired by Unit4 in: 2016

Employees: approx. 160

Management board: Alexander Springer (CEO) Matthias Thurner (Board Member)Christophe Haugen (EVP Strategy&Operations, Unit4)Will Blench (Chief Sales Officer, Unit4)Jeroen Bruins Slot (General Counsel, Unit4)

Specializing in: Planning, analysis and reporting for all industry sectors; dashboarding; simulations

Entities: Germany / Austria / Switzerland / Asia Pacific / UK / Benelux / France / Italy / USA

Website and contact: www.prevero.com/en/info@prevero.com

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Inspired by numbers

The name prevero originates from the Spanish word "prever", which means "to

forecast, to predict".

prevero strives to enable companies of all sizes to use their numbers in the best possible way for planning, simulations and forecasts.

However, prevero does not only stand for a new way of forecasting and predicting. It also represents one of the most popular brands for business intelligence and controlling in the German-speaking countries.

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prevero in the BARC Planning Survey 2016

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A selection of our customers (more than 4.000 worldwide)

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No more confusing Excel sheets...

"I need a plan/actual/forecast report for all

investment projects."

Does the management

have the same

figures?

When were the actual data updated

and by whom? Have all data

been synchronized?

I hope there won't be any

further inquiries.

I hope all formulas are

correct in that monster of an

Excel file.

Which of those 17 Excel files

is the right one???

I hope nobody made any changes to my final Excel

file...

"I need the forecast for the

business unit tonight..."

Which operative

measures are getting out of

hand?

Noproblem!

"I need a plan/actual/forecast report for all

investment projects."

"I need the forecast for the

business unit tonight..."

Are the good divisional results due to our efficiency or

due to a delay of the measure?

More time for planning contents Ad hoc analyses Automated report distribution

Consistently controlling all measures Consistent data in plan and actual figures Adapting budget/resources/time Rolling forecast Easy simulations; what if...

ERP (e.g. Unit4 BW on!) remains the leading system Automatic data transfer from ERP Decentralized data collection via the web Mobile usage

prevero Performance Management

Software

before after

Why decide for prevero?

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What is prevero?

CPM

Strategize

Forecast

Plan

Budget

Execute

Report

Analyze

• Drive corporate

performance

• Ensure

compliance

One stop shop for CPM:

• Effective strategy planning

• Reliable forecasting

• Integrated business planning

• Efficient budgeting

• Compliant reporting

• Actionable analysis

Interoperable with any:

• ERP system

• Financial system

• HR system

• Procurement systemEnd-to-end business / finance solution when connected to

Unit4 Business World On! / Unit4 Financials.

Operational focus

Management focus

• Ensure efficiency and

operational performance

prevero

Unit4 Business World

Unit4 Financials

Other spurces

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prevero @ Unit4

Integrated operational Reporting & Performance ManagementEnsure process efficiency and drive operational performance

• Document output / forms • Operational reporting • Operational planning and

budgeting • Financial standard reporting

Business World Reporting

• Strategy Management• Management Planning,

Budgeting & Reporting• Financial Performance Reporting

Consolidation and Closure• Group Cash Management

Strategic & Financial Performance ManagementDrive overall performance the organizationEnsure financial compliance and health

prevero

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prevero 360®: Everything from a single source

The prevero 360° platform offers a

comprehensive CPM (Corporate Performance

Management) environment with a set of well-

founded business applications for all areas of

strategic and operative business management.

Operative planning

Multi-project controlling

Risk management

Strategic controlling

Consolidation

Easy creation of individual applications

…

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Live Demosee how prevero approaches CPM

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CPM Workflow in prevero

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CPM GANTT Chart with Outlook plug in

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Top down & bottom up planning on product level, breakback options, locks

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Cost item based planning with commentary fields and auxiliary calculations

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Dashboards & drilldown

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Visual analysis

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Technology

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Efficient technology

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10 reasons to opt for prevero

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10 reasons to opt for prevero

On the market for 20 years

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10 reasons to opt for prevero

Self-Service BI and a large amount of predefined contents

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Satisfied customers+ excellent ratings

by analysts

310 reasons to opt for prevero

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10 reasons to opt for prevero

Advanced technology -investment security

4

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Low Total Cost of Ownership

510 reasons to opt for prevero

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10 reasons to opt for prevero

Direct contact - closer to our customers

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Proven decision support and planning acceleration

10 reasons to opt for prevero

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The best possible consultants

910 reasons to opt for prevero

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10 reasons to opt for prevero

Customer orientation: Focusing on the customer

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www.prevero.com