RICHARD PAIKDIRECTOR OF FINANCE

From Reporting the Past to Shaping the FutureBUSINESS INTELLIGENCE & THE EVOLUTION OF FINANCE AS A BUSINESS PARTNER

Pressure on the CEO…

Take out costs and increase productivity

CEO

Be transparent, provide more information, more quickly

Attract and retain top talent

Decide faster, execute faster

Find strong new partners & identify new growth markets early

Find new customers and increase value of existing customers

CFO

Create ValuePowerful analytical tools, better communication and collaboration.Supported by culture change

Create Value

Identify the drivers of performance and find new opportunities

And pressure on CFO too…..

Reduce overheadStreamline finance organisation & reduce costsProtect our reputationEnsure rock solid compliance and transparencyUnlock informationProvide real time, anywhere access, across the organisation to data and analysis

Reduce overheadDigitise processes and automate transactions

Protect our reputationImproved real time visibility, enhanced audit trails, controlling access Unlock informationProvide business users with self service access, and analytical tools

Business needs change

Technology enables and

demands change

The role of Finance is changing from transaction processing to decision support “…gone are the days when finance was simply a back office function.”

- Financial Executive Magazine

How you gather, manage, and use information will determine whether you win or lose”

- Bill Gates

“Communicate a story, don’t just convey a data point ……”

- Craig Mundie – MS CRS

How Microsoft Finance is Using Technology to Change

Automate

Self service

People and

culture

CreateValue

Our technology vision

Connect up islands of information

Automate transactions and reporting

Protect confidential information whilst broadening access

Promote self service anytime access

Provide access through familiar tools

Promote real time communication and collaboration

Support process change with culture change

The Magic Finance Formula

Embrace technology + Change

culture = Shaping the future

Overview of BI at MicrosoftMS Finance BI includes:

Revenue Reporting – Monthly/Quarterly ReviewsP&L Reporting – Operating Expense and HC ReportingStatutory & Compliance Reporting – Controller’s WorkspaceCost Management Reporting

Cost Savings Reporting – Violations of PolicyExpense ManagementA/P Services (PO, Invoice, Expense input/output)CORE ERP Detail Drill Downs

Microsoft Close and ROB Reports

Revenue Reporting – MS BI

Microsoft Controller’s Workspace

Microsoft ManagePoint

Increased employee satisfaction

Reimbursement in days

Savings of $4.3million

Microsoft Procurement

14

What Users Want

Make BI Make BI easiereasier

Reduce Reduce information information

latency latency

Personalize Personalize deliverydelivery

Provide analysis Provide analysis on demandon demand

Deliver comprehensive, Deliver comprehensive, cost effective solutioncost effective solution

END USER TOOLS & PERFORMANCE MANAGEMENT APPSExcelExcel PerformancePoint PerformancePoint

ServerServerBI PLATFORM

SQL Server SQL Server Reporting ServicesReporting Services

SQL Server SQL Server Analysis ServicesAnalysis Services

SQL Server DBMSSQL Server DBMS

SQL Server Integration ServicesSQL Server Integration Services

SharePoint ServerSharePoint Server

DELIVERY

ReportsReports DashboardsDashboards Excel Excel WorkbooksWorkbooks

AnalyticAnalyticViewsViews ScorecardsScorecards PlansPlans

Power of Business Intelligence

Business Intelligence enables finance through:

Business Insight - GrowBusiness Excellence – AccountablePeople Development

Business Intelligence provides businesses:Data Integrity – Single data sourceReal-time – Freeflow of InformationResources – Reporting vs. Analysis

Overall, BI enables our business partners to:

Make BETTER, FASTER, RIGHT business decisions