Dave Kellogg Keynote at Host Analytics World 2013

© 2013 Host Analytics Inc., All Rights Reserved -- Slide 1

Dave Kellogg Chief Executive Officer

May 2013

Keynote

Leader In Cloud-Based Enterprise Performance Management


Introduction

Market opportunity

EPM maturity model

Conclusion

top

ics


Introduction


Whence I Came


Work and Advisory Experience

Growth

Data

Analytics


Why I Joined Host Analytics

Large market opportunity

Amazing customers

Powerful, complete product

Outstanding team

Love of the space

LEADERS CHALLENGERS

NICHE PLAYERS VISIONARIES

SAP IBM

Host Analytics

Longview

Tagetik

SAP Infor

Prophix Software Board International

Bitam

prevero

KCI Computing

completeness of vision

Gartner CPM MQ As of February 2013

ab

ilit

y to

exe

cu

te

Oracle


Industry Recognition

Host Analytics offers the only cloud-based CPM suite included in the MQ that is

built from the ground up as a multitenant SaaS solution. They are benefiting

from the market's increasing acceptance of cloud-based solutions… Host

Analytics customer satisfaction scores were among the highest this year.


Making Customers Successful

Bits vs. Holes Sweating Details Vision


Cloud Model Aligns Interests

-400

-200

0

200

400

600

800

Year 1 Year 2 Year 3 Year 4 Year 5

On-premises

SaaS

Customer Contribution Margin


Building Great Products

Functionality Design Performance Trust Value


Market Opportunity


The Market Opportunity

-

1.0

2.0

3.0

4.0

5.0

$B

EPM Market Size

0% 10% 20% 30% 40% 50% 60%

Finance

HR

Sales & Service

Social & Collab

Cloud Penetration

Source: Gartner Source: derived from Credit Suisse

A $3B+ growth market that is 5% transformed to the cloud


The Stampede is Imminent

8%

54%

0%

10%

20%

30%

40%

50%

60%

Now In 4 Years

CFOs Willing to Run 50%+ of Xacts in the Cloud

Source: Gartner


Cloud Computing Is Transforming The Enterprise


Cloud Is A Customer-Led Revolution

Why did you choose software as a service?

Source: Forrester, April 2012, “The Changing Cloud Agenda”


Your Success is Driving Our Success


Cheri Routzahn

Vice President Finance/Controller

• Founded: 1946

• Slogan: Fun with a purpose

• Business: children’s education

and development

• Products

• Magazines

• Clubs

• Gifts and toys


Kevin Burns

Sr Manager, Corporate Accounting

• Founded: 2008

• Daily deals leader

• 10,000+ employees

• $600M revenue in 1Q13

• Public $4.6B market cap


What is EPM About?

S P E E D

Planning

Close

Reporting

Analytics $


What is EPM Really About?

Empowering managers and teams to do their best

Holding everyone accountable for performance

ACCOUNTABIL IT Y


What is EPM Really, Really About?

Speed

Improving business performance

Finding insights to improve efficiency or effectiveness

I NS IGHT

P RO F I T !


A Maslow’s Hierarchy of EPM

Improve performance

Insight into key drivers

Empower managers and teams

Accountability for performance

Execute financial processes with speed and efficiency

ACCOUNTABIL IT Y

S P E E D

I NS IGHT


EPM Maturity Model


Transform Your Enterprise Performance

Insight Accountability Speed

Product profitability: +45%

Inventory savings: +$1M

Profitability: +10%

Plan owners: 25 125

Budget accuracy: +12%

Audit cost reduction: $200K

Budget cycle weeks: 12 3

Plan updates/year: 1 4

Faster close & reporting: +60%

Success

Source: Aberdeen Group “Achieving Enterprise Objectives: A Look at Host Analytics’ Customer Performance” and customer case studies


Maturity Model: An EPM Journey

Adapted from Gartner BI maturity model

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative


Folks Are Confused


Why We Need A Maturity Model

Undocumented business processes

No common Chart of Accounts across the business

160 standalone planning systems

No standardization

500 users

From order to fulfillment, sales through supply chain

$€¥£

Ultimate goal to operationalize the operational plan


MATURITY has noth ing to do with

age. Maturity comes from experiences mistakes, learning understanding. &


LEARNING

MISTAKES

UNDERSTANDING

EXPERIENCES AGE=TIME


It Takes Time And Hard Work


EPM MATURITY: Level 1

Spreadsheet

& information

anarchy

One-of

model

requests

Appoint

EPM

sponsor

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative



Spreadsheet

& information

anarchy

One-of

model

requests

Appoint

EPM

sponsor

Fix main

business

problem

Roll-out

to limited

users

Document

tactical win

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative



Spreadsheet

& information

anarchy

One-of

model

requests

Appoint

EPM

sponsor

Fix main

business

problem

Roll-out

to limited

users

Document

tactical win

Biz Exec

becomes

champion

Standards

emerge

Multiple

business

processes &

departments

IT gets

involved

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative



Spreadsheet

& information

anarchy

One-of

model

requests

Appoint

EPM

sponsor

Fix main

business

problem

Roll-out

to limited

users

Document

tactical win

Biz Exec

becomes

champion

Standards

emerge

Multiple

business

processes &

departments

IT gets

involved

Deploy an

enterprise

framework

CFO becomes

champion

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative



Spreadsheet

& information

anarchy

One-of

model

requests

Appoint

EPM

sponsor

Fix main

business

problem

Roll-out

to limited

users

Document

tactical win

Biz Exec

becomes

champion

Standards

emerge

Multiple

business

processes &

departments

IT gets

involved

Deploy an

enterprise

framework

CFO becomes

champion

Change

the

culture

Drive

business

strategy

Drive

company

differentiation

LEVEL 1

Unaware

LEVEL 2

Opportunistic

LEVEL 3

Standards

LEVEL 4

Enterprise

LEVEL 5

Transformative


Transform Your Enterprise Performance

Insight Accountability Speed

Product profitability: +45%

Inventory savings: +$1M

Profitability: +10%

Plan owners: 25 125

Budget accuracy: +12%

Audit cost reduction: $200K

Budget cycle weeks: 12 3

Plan updates/year: 1 4

Faster close & reporting: +60%

Success

Source: Aberdeen Group “Achieving Enterprise Objectives: A Look at Host Analytics’ Customer Performance” and customer case studies


Proof Is In The Results

S T E P 3 Months Document business processes

Standardize on COA 1

9 Months Replace 160 planning systems to one

Implement standardization

Rollout to 200 users

S T E P

2

3 Months Implement next gen departments and group

Rollout to 300 users

S T E P

3

Ongoing Transform the business

S T E P

4


Conclusion


Driving Change

• Deriving the complete benefits of EPM is a multi-step journey

– Ron in the midst of making a roadmap to guide you

• Cloud EPM has demonstrated clear advantages over on-premises

• Cloud is one sense carries fewer risks (e.g.,)

– Per-user pricing regardless of volume

– SLAs for uptime

• And on-premises solutions are not without risk themselves

• But for some, even a decade later, the cloud remains new and unproven


Taking Intelligent Risks

But no one ever got

promoted, either!

Taking Intelligent Risks


Summary

• I’m the new CEO

– Data geek, closet FP&A guy, with lots of experience growing

software businesses

• I am a huge believer in cloud transformation of the IT

– I did it myself in 2003 and never looked back

• I am very excited to be here

• I look forward to working with you – be in touch!


Thank You!

Leader In Cloud-Based Enterprise Performance Management

[email protected]

+1 650-830-0332

www.kellblog.com

@kellblog

mailto:[email protected]

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