Managing the Performance of your Business on a Single Platform

Mark White

mwhite@applix.com

© 2005, Applix, Inc. — All rights reserved.2

Applix – Company Overview

Authors of the award winning BPM platform TM1

$125 million Current Market Cap.

Annual growth Y –Y 23%

Over 2000 customers worldwide

Global reach – 57 Countries

Worldwide presence and strategic partnerships

20 Years track record in BI

Pure-play Business Analytics

Strong financial position

© 2005, Applix, Inc. — All rights reserved.3

So how many “Single Versions of the Truth” do you need ?

ERP System

CRM System

Data Warehouse

Planning System

Consolidation System

OLAP Analytical Cubes

© 2005, Applix, Inc. — All rights reserved.4

BPM Technology Framework(www.BPMStandardsGroup.org)

Extract, Transform, and Load

Strategize

Metrics builders

Strategy mappers

Objective and goal setters

Plan

Budgets

Capacity and HR Plans

Forecasts

Process Modeling

Monitor and Analyze

Consolidation

Reporting

Multi-dimensional analysis

Scorecards

Corrective Action

Alerts

Target Management

Report and Query Tools, Portals, Collaboration, Dashboards

Browser Spreadsheets User Interface

Source Data

Database

Applications

Enabling Technologies

Enabling Technologies

ERP, CRM, SCM

Other Legacy

Systems

Data Ware

houses

Spread-sheets, Office docs

Related Analytic

Apps

External Data

Other Interfaces

Dat

a F

low

BPM DatamartActual and Plan Data Relational and Multi-Dimensional Structured and Unstructured

© 2005, Applix, Inc. — All rights reserved.5

So how many “Single Versions of the Truth” do you need ?

ERP System

CRM System

Data Warehouse

Planning System

Consolidation System

OLAP Analytical Cubes

Notice how in the end it all comes down to…

Spreadsheets

© 2005, Applix, Inc. — All rights reserved.6

Why is Excel the No. 1 Business Intelligence tool

Everyone knows how to use it

– Even Kids are taught how to use Excel at an early age

– No consulting required

– Minimal IT involvement

Incredibly Flexible

– Start with a blank canvas and design and build what you and your business require

On everyone’s desktop

– Send an Excel spreadsheet to a colleague, partner, customer, they’ll all be able to open it

© 2005, Applix, Inc. — All rights reserved.7

The Result – Spreadsheet Anarchy !!!

Collection of Data from back-office systems difficult

Lots of separately designed spreadsheets, some interlinked, easily broken

Spreadsheets are single user

Large spreadsheets are slow to calculate, too big to e-mail

No drill down, without defining drill down first

64,000 Row limitation

Users calculate results differently to each other

Multiple versions of the truth

Reconciliation nightmare

Add a new account/dept, have to maintain all the spreadsheets

Not web based, need server based file sharing

No Audit Trail

© 2005, Applix, Inc. — All rights reserved.8

How to get the benefits without the problems

TM1– Collects data from multiple data sources

– Organises data in multi-dimensional (OLAP) models

– To Create a Single Version of the Truth

– Read/Write capability for Reporting, Analysis and data entry (Budgeting, Forecasting, Consolidation, What If Analysis, Modelling)

– Real-Time Consolidation and complex business calculations for exceptional what-if analysis capability

– Tight Integration to Excel for a familiar Interface

– Workflow for tracking and alerting those in the business process

– Thin Client (Web) Architecture for Wide Deployment and ease of maintenance

– Rapid Prototyping and Deployment

– Minimal IT Dependency

– Low Total Cost of Ownership

© 2005, Applix, Inc. — All rights reserved.9

© 2005, Applix, Inc. — All rights reserved.11

TM1 Capabilities withinBPM Framework

Extract, Transform, and Load

Strategize

Metrics builders

Strategy mappers

Objective and goal setters

Plan

Budgets

Capacity and HR Plans

Forecasts

Process Modeling

Monitor and Analyze

Consolidation

Reporting

Multi-dimensional analysis

Scorecards

Corrective Action

Alerts

Target Management

Report and Query Tools, Portals, Collaboration, Dashboards

Browser Spreadsheets User Interface

Source Data

Database

Applications

Enabling Technologies

Enabling Technologies

ERP, CRM, SCM

Other Legacy

Systems

Data Ware

houses

Spread-sheets, Office docs

Related Analytic

Apps

External Data

Other Interfaces

Dat

a F

low

BPM DatamartActual and Plan Data Relational and Multi-Dimensional Structured and Unstructured

© 2005, Applix, Inc. — All rights reserved.12

OLAP Analysis and Modelling

© 2005, Applix, Inc. — All rights reserved.13

Integration to Excel

© 2005, Applix, Inc. — All rights reserved.14

Workflow driven Business Process

© 2005, Applix, Inc. — All rights reserved.15

Scorecards & KPI’s

© 2005, Applix, Inc. — All rights reserved.16

Web Deployment

© 2005, Applix, Inc. — All rights reserved.17

Difficulty/Application ComplexityDifficulty/Application Complexity

Financial Financial ControllerControllerFinancial Financial ControllerController

Financial Financial DirectorDirector

Financial Financial DirectorDirector CEOCEOCEOCEOMarketingMarketing

DirectorDirectorMarketingMarketingDirectorDirector

Sales Sales DirectorDirectorSales Sales

DirectorDirector BoardBoardBoardBoard

ABC

BalancedScore Card

Management Reporting

& EIS

Statutory Reporting

Budgeting

SalesForecasting

Risk Analysis

Allocations

Consolidations

CustomerProfitability

Product Profitability

Val

ue to

Bus

ines

s

Business Performance Management

Merchandise Planning

Daily Performance Analysis

Merger & Acquisition modeling

Where do you start ?

© 2005, Applix, Inc. — All rights reserved.18

The OLAP Survey 4

The largest, most detailed survey of OLAP products to date in the $4 billion OLAP market

Conducted by Nigel Pendse, author of The OLAP Report (www.olapreport.com), and Survey.com

Analyzed data from 971 OLAP sites in 51 countries.

50+ usage and adoption questions on 42 OLAP products

No vendors involved in question development, sponsorship, analysis

© 2005, Applix, Inc. — All rights reserved.19

Summary of TM1 Results in The OLAP Survey 4

In The OLAP Survey 4*, TM1 ranked top in:

– Business goals achieved

– Faster, more accurate reporting

– Speed of deployment

– Better decisions

– Data load/pre-calculation time

– Least number of product technical problems

– Saved headcount in business departments

– Prevalence (proportion of respondents in multi-product sites who chose the product for answering questions)

TM1 ranked in the top three in the following categories:– Overall business benefits

– Customer loyalty

– Query time

– Support quality

– Win rate when on the short list

– Low rate of product abandonment

*The OLAP Survey 4, authored by Nigel Pendse, is a copyright of Survey.com.

© 2005, Applix, Inc. — All rights reserved.20

THE OLAP SURVEY: TM1 Results

“This year, Applix’s ranking, with highly satisfied and loyal customers, is a result of the strength of the product in many different areas. As with last year,

Applix’s TM1 showed particularly strong in supporting the achievement of business goals in addition to its frequently recognized ease-of-use and

performance features.”

--Nigel Pendse, Author of “The OLAP Survey 4” and The OLAP Report

© 2005, Applix, Inc. — All rights reserved.21

In Summary

The best interface for each type of user

– Excel for Accountants

– OLAP Slice and Dice for Power Users and Analysts

– Web Deployment for mass roll-out

– Workflow driven if necessary

Minimise consulting required for new applications

– Allows you to push BPM into other areas with minimal cost/risk

Single Version of the Truth on a Single Platform