Overview for Microsoft

deFacto Overview

100% Microsoft-centric: Optimized for ECALs Supports Migration to Wave 14 Stack Native Excel Front-end SQL Server/Analysis Services: SharePoint Integration:

M&A Reporting, Scorecards, Dashboards Optional Web-based data submission

Fully Unified Planning Product: Budgeting, Forecasting, Consolidation,

Analysis, and Reporting Powerful, Comprehensive, and Scalable:

Proven with Fortune 1000 to Middle Market Customers Built from the Ground Up by Experts behind Hyperion

Enterprise and OutlookSoft

The Team Behind deFacto

Built from the Ground Up by Experts behind Hyperion Enterprise and OutlookSoft: Designed, Built, and Implemented Marketing Leading

Products: Hyperion Enterprise OutlookSoft /SAP BPC

deFacto 2.0 Features/Functions Excel Add-In:

Input Forms Reports Alternate hierarchies Properties/attributes query-ability Maintains native Excel formulas and

formatting Book Publication Wizard Offline support Advanced Zero-suppression Formula-based or matrix-based

reporting Can work with any Analysis Services

cube Drill-through to relational data Send and receive text comments

Workflow: Simple out of the box approval

structure for Contributor, data entry, Reviewer, Approver

Ability to completely customize the approval structure.

Based on multiple time periods/entities/ categories/scenarios

Enhanced Financial intelligence: Budgeting/Planning/Forecasting Consolidation Intercompany Eliminations Reporting

Script Logic: MDX Formulas Foreign Currency Conversion Customized logic for specialized

business processes Inter-model logic

Cube builder/optimizer (Modeler): Create/maintain dimensions and

attributes Create/maintain sets of cubes Create Alternate Hierarchies Make copies of cubes and sets of

cubes Scorecard/Dashboard Integration:

SharePoint. Monitoring & Analytics Other Dashboard tools – standard

MSAS Web-based data submission

deFacto is Totally Aligned Around Microsoft

Built and Optimized for Microsoft Products: Works with Recent Versions of Office/SQL but Best for Enterprise and

Newer Releases Designed Product Migration Programs to Support MSFT:

Retain MSFT PPS Planning Customers /Convert SAP BPC Customers Migrations Are Quick and Very Cost-Effective

Very High Level of Reuse of Assets (Application Design, Models, Business Rules, Dimensions, Hierarchies, Report & Template Designs, ETL, etc.)

deFacto Team has Intimate Knowledge of PPS and BPC

Microsoft Community is Our Primary Focus: Partners:

Global/EPG: MSFT Direct Sales/Account Teams, Tectura, others; Middle Market: Blum Shapiro, Eisner, others BI: Solver, DSP, others:

Investing in Tight Integration/Productizing with: SharePoint/SharePoint BI Components Dynamics ERP Systems

deFacto is a Proven Solution for Microsoft Customers Across Markets

LabsMobility

Media Brands

Joint deFacto - Microsoft Customers

deFacto Outperforms Competitors: Global Telco: Former OutlookSoft/BPC customer

Application/Administration 300+ users 11 dimensions with total of 15 hierarchies 19,000 members in application 50 million records in Fact Table Processing times from prior technology decreased from

several hours to under 5 minutes Logic transferred easily to deFacto

End-user Experience/Feedback Love the Control Panel driven approach to reports in deFacto Powerful Reporting - easily create reports and schedules Input schedules – very easy to work with Client rollout much simpler – nothing to install, no need for

admin rights, rolled out to over 300 users in one weekend

deFacto Wins Microsoft Deals: Financial Services Firm: Former SAP customer

Ocwen Financial: Significant loan processor OutlookSoft customer since 2002 Starting new division, looking for ERP/CPM solution

SAP ERP w/ BPC vs. Dynamics AX w/ supporting CPM Looked at ER, dismissed out of hand. deFacto won the deal:

Features/Functions - Improved OutlookSoft/BPC Cost – A fraction of OutlookSoft/BPC deFacto team

Application/Administration Budgeting/Forecasting/Planning/Reporting Allocation Logic/later use for Consolidation 30 growing to 100 users

deFacto Information Resources Pinpoint URL:

https://solutionfinder.microsoft.com/Solutions/SolutionDetailsView.aspx?solutionid=a15a68b61e194ba2b70fcc170a8c1e29&partnerid=d3e5313d-dd3e-4941-a5cc-5e54bc9d5091

Website URL: www.deFactoGlobal: Collateral, Demos, Case Studies, FAQ’s, etc. Microsoft Employees can have obtain MSFT Specific

deFacto Information by Registering on the Partner Page Sell Sheets MSFT Webinar information Other

Direct Contacts: Bob Bedard: bbedard@deFactoGlobal.com Anthony D’Anna: adanna@deFactoGlobal.com

Sample Screen Shots

deFacto – Dynamic Reporting

Dynamic reporting and the full power of Excel Automatic flow through of

metadata changes Supports members, lists,

expansions, ranges and properties Formatting follows drill

Current view driven Drill by dimension and guided

drill Dynamic time periods and offsets Ability to nest dimensions Property driven conditional

formatting & calculations Report wizard, row and column

templates

deFacto – Data Entry/Data Development

Full support of native Excel formatting and formulas

Iterative data submissions and refresh

Comprehensive control over what is open or closed for data entry

Conditional formatting of input fields

Single input form can be used to submit data for multiple dimensions

deFacto – MOSS Integration

Ability to take advantage of Microsoft SharePoint

Deliver scorecards and dashboards via PerformancePoint Monitoring & Analytics and ProClarity – now part of MOSS

Utilizes the same Analysis Services cube as deFacto – a real single version of the truth

Reporting Services reports for Model and metadata

deFacto – Workflow/Assignments

Supports iterative input/data development before submission

Complete control over data available for submission

Ability to use pre-defined forms or user-defined forms

Supports both data entry and data loads

Workflow hierarchy of approvers and submitters with full status of the workflow process

deFacto – Data Manager

Business user data extracts and data loads

Ability to globally clear data Can be leveraged as a valid

submission as part of a workflow

Full transformations in a familiar environment

Easily recognize data issues and correct them in a familiar environment

deFacto – Book Publishing

Publish books of reports based on Expansions Lists Ranges Members

Output to printer or Excel Multiple variable or fixed

sections Supports multi-tab/workbook

reporting Re-usable Book definitions

deFacto – Comments

Enter Comments as integrated part of Budget/Forecast process

Can enter at any intersection and any level

Uses same security as data-level security

Retrieve comments as part of Excel-based reporting

Also can report on Comments via SharePoint/Reporting Services reports