collaborative reporting

Uniplicity The Netherlands

www.uniplicity.com

Collaborative reporting

Badhoevedorp, April 14, 2009Jos Dikhoff

Reporting is communicating reliable, correct and meaningful information, coming from different sources, going to different audiences, adhering to the latest rules and regulations!

companies have spent millions on structuring data streams between primary systems and management information: data warehouses and BI systemsquality and access of data has increased substantially: “one” version of the truth ‘exists’ with better possibilities for analysis and presentation

• reporting is more than providing quantative information only

• before presented: interpretation and explanation is added (footnotes!)

• reports are created manually, using email as the primary workflow system

• the “copy-cut-paste” culture creates inconsistencies and errors

• reporting processes are difficult to manage: iterative, span different organization levels, many users involved

• the iterative review process is based on “sharp” and reliable employees

• report creation is uncontrolled, unstructured, time consuming: a black box

when information leaves the source it starts a life on its own

but………….……..

predefined reports in a fixed format to help you quickly obtain information

custom reports: explanation and interpretation added to structured data by group of contributors

unip

licity

Uniplicity offers a content driven, collaborative, editorial system, as an add-on to business intelligence or financial system data used to create and control the progress of recurring management reports like monthly, quarterly or annual reports, management reports, SEC reports, sustainability reports, etc. as well as reports part of an Operational Risk Management System (SOX, Basel II, Solvency II).

policies, procedures & risk management

financial system

consolidation tool

data warehouse

business operations

sasbusiness objectsoracle BIcognos…..

hyperionmagnitude…..

SAPoracle financialsexact…...

content driven collaborative editorial system as an add-on to

Business Intelligence or financial system data

publishing

single source database

• improved productivity: MS Office integration

• personal "my task" only user involvement

• delivery into all report formats: Word, PDF, PPT, Quark, InDesign, XML, XBRL, …

• progress control and monitoring by report owner

• versioning of all tasks: complete traceability

• all activities are auditable

• compare functions: who changed what and when

connects to financial data or BI data

• report authors browse standard reporting objects (tables and charts) and source data and import those into the uniplicity|report repository

• imported source data will be used as standard report elements.

• if data in the source has been changed – uniplicity|report users will see it immediately in the uniplicity|report repository

• users will be able to compare changes and accept/decline.

• data compliancy reports will be generated during publishing in case of source data and report data mismatch

compliance

• more accountability: trace and audit• disclosed information is recorded, processed, summarized

and reported properly

• data compliancy reports will be generated during publishing in case of source data and report data mismatch

• establish, implement and maintain disclosure controls and establish procedures and internal controls over reporting

• structured approach is used: detailed audit and trace function tracks all activities

corporate sustainability reporting

• transparent reports: financial & nonfinancial information on company’s “triple bottom line” of operational, social, environmental performance

• accountability: avoid accusations of greenwash (PR vehicle)

• report validated or audited versus a structured reporting process:

• structure process: disclosed information is recorded, processed, summarized and reported properly

• transparent process shows competence, independence, impartiality and rigour

• software company: founded in 2005, and head-quartered in The Netherlands, privately owned

• Uniplicity Development in The Netherlands • Software coding in Kaunas, Lithuania• strategic partners: Deloitte, SAS, Exact• BI partners L: Full Orbit, Crimsonwing, VASS, Indra,

Neoris,• resellpartners: Spain, Nordic countries, Germany

• new reporting tool in BI space (add-on)• reporting process efficiency up to 50%: time,

quality• 100% compliant to strict new compliance

regulations• reliable reporting to all stakeholders• best in class reporting / publishing solution• unique vast market opportunity

to remember