plan, budget and report

Contact : [email protected] Call: (800) 445-2973

Transperien Confidential

About Transperien Systems

Transperien is a Toronto, Canada based company that offers Business Intelligence solutions in providing direct access to all enterprise data via the Web for managing decision support processes.

We boast very low training and consulting expenses, as well as low license costs. As a result, the total cost of ownership for this system is minimal.


Transperien Expertise

Building a corporate performance management system by providing Executive Leaders with

• Analytics solutions that forecast Opportunities and Risks

• Business Drivers that influence Opportunities and Risks

Building reporting solutions that cascade down to actionable items for management

• Our unique process-based approach helps managers to focus on actionable items that can be implemented all the way to the Customer Service Reps


Management Reporting

Financial Reporting

Interactive Reporting

Planning & Budgeting

Dashboards & Cockpits

Metrics & KPIs Management

Advanced Analytics & Interface

Visualization

Transperien Expertise


Synergy of Value, Speed and Cost

Value

Cost

Speed


ValueIf you are in a “reporting quandary”, most managers end up creating more reports.


The Data Problem

Data not Information

Excel Spreadsheets• Fragmented• Business Systems Silos

• Many Systems• Many Versions of the Truth

Financial Operations• Many man-hours used on data alone• Business related analysis neglected

Departmental Transparency needed• Plan, Analyse, Report, Risk Management


Are the following your concern?

Cost of information is too high Real performance hidden in tons of data

Performance Management not an IT issue but a Management issue

Over Reliance on Proprietary IT IP

Fast response needed to new questions

Empowerment for• Budgeting• Forecasting• Planning • Risk Management• Capacity Planning

Cost of traditional BI too high• Maintenance• Ongoing development• Support• IT heads


Key Applications

Budgeting

• Fast Model• Cost Centre Schema• Actuals V Budget• Excel on the Web• Report organisation

Planning

• Iterations• Fast Population• Write back• Share

Monitor Reports

• Write back• Risk Assessment and Management• Write back• Share

Capacity Planning

• Demographics• Resource planning


Transperien Solution overview

Excel based, Planning and Reporting OLAP toolset

• Create Database• Model key Fields (Elements)• Create Cube for OLAP• Import Data• Publish Reports

5 Easy Steps to using Transperien BI solution

• Planning• Reporting• Budgeting• Forecasting• Risk Analysis and reporting

Gives Control

Allows Write back

One Version of the Truth

Allows Financial

Controllers

to create “One

Version of

the Truth” – Fast!


Technical Summary


OLAP integrated into Excel ETL toolset to facilitate data integration

Allows user-friendly creation of dashboards

Design applications using an Excel interface

Deploy the same application to the web with

the push of a button

Features


Solution Overview

500 million users have spreadsheets on the

desktop - and like them!•Easy to use•Friendly•Understood•No Training•Low TCO•Highly flexible•Little IT cost or involvement•Liked by users•Short time to solution – often same day•The Financial Controllers Favourite tool!

BUT Excel has

limits and

issues

•Unwieldy•Not enough rows / columns•No central data storage•No Multi user•No One Version of the Truth•Out of control•No security•No write back•No support for compliance•No audit trail•No web interactivity•No Business Process or Workflow•No real integration with ERP•No Controlled distribution


OLAP Server + Supervision Server

Worksheet Server

ETL Server

OLAP-Server: Real-Time in-

Memory MOLAP-Server (with Write-Back)

Supervision-Server:

Processes, Workflows, Warnings,

Compliance (SOX)

Worksheet-Server: Excel-to-

Web (Web Reports & Web

Data Entry)

ETL-Server: Extract,

Transform, Load & Drill-Through

Solution Overview


Financial Reporting

Ad hoc Analysis

Destination/End Users Disparate SystemsData Sources Data Warehouse

ERP

Legacy System

Other Sources

Data Warehouse

Planning & Budgeting


ERP

Legacy System

Other Source

OLAP based BPM Solution

AD

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C

AN

ALY

SIS

FIN

AN

CIA

L

RE

PO

RT

ING

INT

ER

AC

TIV

E

DA

SH

BO

AR

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Data Warehouse

PL

AN

NIN

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B

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Excel & Flat Files

Destination/End Users Shared InformationData Sources Data Warehouse


Selection (slice and dice) defines a subcube.Sales to retail customers during January and February by product

Aggregation (roll up) defines dimension reduction.

Total sales by product

Navigation to more detailed data (drill down).

Supporting data for sales for retail customers during Qtr 1

Visualization operations (pivot).Reorientation of the data cubeDisplay of a three dimensional data cube in a series of two

dimensional planes

Operations in Multidimensional Data Models


Multidimensional View of Information


Speed12 weeks to an ROI – beats the industry benchmark


Quick Business Solution

As a business user you can create your own

reporting and planning tool quickly

Easily configurable OLAP tool

Added benefit of publishing and

collaborating on these reports online


Why people choose an Excel-based solution?If Business Users speak about numbers, they think Excel

Excel

BI-Tools

SQL, SOA, etc

Business Users with a knowledge in…


Advantage of Excel: Short Time-to-Solution

The shorter the implementation of an IT-solution, the likelier it will fit to the initial requirements on completion.

Req

urie

men

ts

IT-IT-Reqirements

Band width of IT-solution

Time to Solution

Time


CostBecause our implementations are quick the cost

remains low, not to mention low license fees


Cost Effective Solution

Because Transperien’s solution is Excel-based leveraging existing IT infrastructure, the cost becomes significantly lower than other B.I. solutions

Deployments turn out to be faster as we use stable technology thus achieving further cost efficiencies

1 tenth cost of leading Planning and Budgeting solution vendors


Thank You

plan, budget and report

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