Overview for Microsoft

1. Overview for Microsoft

2. deFactoOverview • 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

3. 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

4. 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

5. 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

6. deFactois a Proven Solution for Microsoft Customers Across Markets Joint deFacto - Microsoft Customers MediaBrands Labs Mobility

7. deFactoOutperforms 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

8. deFactoWins 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. • deFactowon 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

9. 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

10. Sample Screen Shots

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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