Financial Budgeting and Forecasting

Ben Johnson, Hugh Rogers

Spreadsheet ChaosThe problem with Spreadsheet Planning

Data Collection

Historic data are manually copied from data file extracts to spreadsheets.

Spreadsheet Planning

Data references and calculations are managed individually.

Submit & Review

One or multiple versions of spreadsheets are emailed out for review.

Consolidate

Data from spreadsheets are manually linked together for reporting and analysis.

Over 80% of time, financial analysts spend on data collection and spreadsheet management

TheSpreadsheet Planning

Founded 2009 in Seattle

100%Focused on budgeting & forecasting

MicrosoftPlatform

50+Customers

globally

GoldMicrosoft Partner

Plan forwardLook backwards

Single Data Environment

Web-based Planning

Automated Workflow Process

Real-time Aggregation

About Kepion

Flexible

Easy to Learn

Rapid Delivery

Automate Planning Processes

Low TCO

Microsoft Integration

Microsoft Look & Feel

Configure to your requirements iteratively

Intuitive dashboards and navigation

1/2 of the time of traditional planning software

Generate ROI by streamlining and automating. Reduce your time from consolidating and analysing data. Focus them on action

Significantly lower license and pre-sales costs

Works on premise or Azure and integrates well with Microsoft

Reduce the risks of adoption post-go live

“The speed at which changes can be

implemented allows IT to focus on

user requirements instead of

technical coding… which, in turn,

brings value to the business”

Melanie Britenstine, Global BI

Manager, Energizer Holdings

Some benefits you can expect

• Deep dive into how Kepion can work for you

• Investigate how you use Kepion as a catalyst for re-engineering your planning processes