
Resource Library

Building a Better Finance Function

Building a Better Finance Function
Operational Intelligence
Finance is the natural home of key business data. The department that has always held most important numbers. Now those building a truly modern finance function are becoming connectors for the wider organisation. A hub for collaborative relationships built around shared data. Data that drives better, faster decision-making.
Operational Intelligence
Skanska USA Building
Skanska USA Building uses software from Prophix to automate their overhead budgeting and reporting, as well as improve the analysis for their multi-billion dollar construction business.
Skanska USA Building
7 ways to Reduce the Time you Spend on Budgeting without Spreadsheets
As your company evolves, you have to devote more and more time to preparing your budgets. That’s why Prophix brings you 7 Ways to Reduce the Time You Spend on Budgeting. This Best Practices whitepaper outlines specific actions that you and your teams can take to make your budgeting process more efficient – because you could do so much more if you reduce the time you spend on budgeting.
7 ways to Reduce the Time you Spend on Budgeting without Spreadsheets
Achieve A Faster Year-End Close Now
When properly implemented, sound financial processes deliver accurate data to an organization’s decision makers throughout the year. With proper planning, key stakeholders will receive their information early enough to take corrective actions.
Achieve A Faster Year-End Close Now
Accelerate Your Business: Performance Reporting Essentials
Reporting is a vital means of communicating internally and externally between key financiers and other stakeholders of an organization. The ability to report timely and accurate data is an essential component to operating a successful business, and can spawn a myriad of other activity aimed at meeting corporate objectives.
Accelerate Your Business: Performance Reporting Essentials
7 Great Ways to Improve Your Quarter-End Analysis
All too often, finance departments face the same challenges at the end of every reporting period—whether it’s month-end, quarter-end, or year-end. The department must prepare financial reports and statements such as balance sheets, cash flow statements, income statements, and increasingly, management reports, as well as provide information about key performance indicators.
7 Great Ways to Improve Your Quarter-End Analysis
Budgeting Without Spreadsheets Checklist
Use this checklist to determine when Corporate Performance Management software will help you improve your annual budgeting process and reduce your reliance on spreadsheets
Budgeting Without Spreadsheets Checklist
FSN Elite Executive Briefing
How can CFO’s recruit the skills they need for the modern finance era? The CFO’s journey over the past few years from financial steward to strategist is well chronicled. One consequence of the digital era is that the role of the CFO is in a constant state of flux, buffeted by new business models and the remodelling of existing business processes.
FSN Elite Executive Briefing
Smart Compliance
The reality of modern finance is that everyone wants to know your business. Whether you are a private company or publicly listed, government body or third sector, the range of demands on your data has never been greater. Statutory filings, self-regulation, shareholders and stakeholders all want their version of what’s happening and when, and they don’t want to wait to get it.
Smart Compliance
Prophix CPM Overview
Organizations with greater visibility into their company’s financial health can quickly and easily track performance against plan, thus enabling course correction as required.
Prophix CPM Overview
Floor & Decor
Floor & Decor uses software from Prophix to automate their budgeting, forecasting, and reporting, as well as conduct real-time analysis for the rollouts of their new store locations.
Floor & Decor
Consolidate with Confidence
Understand your competitive standing and global business performance. It’s easy to do with Prophix’s flexible consolidation reporting and analysis capabilities.
Consolidate with Confidence
Prophix & Microsoft Dynamics
Stop using error-prone spreadsheets, replace frustrating FRx & Management Reporter and supercharge your Dynamics ERP with a single solution designed to boost your financial processes.
Prophix & Microsoft Dynamics
7 Reasons Why Prophix is a Better Alternative
7 Reasons Why Prophix Is a Better Alternative to FRx and Management Reporter
Reduce your frustration with spreadsheets, replace old FRx software or upgrade from Management Reporter with a single, unified CPM solution designed to track the financial health of your company.
7 Reasons Why Prophix is a Better Alternative
Modernizing your Finance Function Using Gartner's CPM Maturity Framework
Working in finance, do you spend too many evenings and weekends working on traditional functions such as; aggregating, checking and fixing historical data, with little time for proper analysis? This must be frustrating when you can see where real business benefits can be gained if you were able to spend your time building a finance function that went beyond the routine and added value.
Modernizing your Finance Function Using Gartner's CPM Maturity Framework
Asociación Popular de Ahorros y Préstamos
APAP’s Finance Department shed their reliance on spreadsheets by implementing software from Prophix. They now have an automated budgeting process, generate reports on-demand, and use their extra time for analysis and recommendations to the business’s leadership.
Asociación Popular de Ahorros y Préstamos
Weaving A Better Budget Process for Elis Danmark A/S
Elis Danmark A/S (Elis), a leading European provider of textile maintenance services, searched the market for powerful software that could help them improve their complex and comprehensive budgeting process. With Prophix, Elis automated their core financial processes, allowing them to produce strategic reports on demand.
Weaving A Better Budget Process for Elis Danmark A/S
BUUK Infrastructure
BUUK Infrastructure were no strangers to Corporate Performance Management (CPM) software. After using Hyperion, BUUK switched vendors and leveraged an implementation with Prophix to streamline their budgeting process. The company oversaw this project during a large-scale business structure change as well as a new general ledger implementation.
BUUK Infrastructure
Southwire
Southwire Company, a leading manufacturer of more than 70,000 wire and cable products, had difficulty Southwire’s lack of adaptable tools hindered their ability to address daily business challenges. With Prophix, Southwire can produce consistent and accurate reports, making it easier for business users to access the data they need.
Southwire
Columbus Regional Airport Authority Presentation
Karmin Bailey from the Columbus Regional Airport Authority shows how her organization’s finance department used CPM software from Prophix to shed their reliance on Excel, automate their budgeting and reporting, and use in-depth analysis to understand the true costs of the business.
Columbus Regional Airport Authority Presentation
More Strategic CFOs?
What can you do to ensure that we make the right pricing decisions as we roll out our marketing campaign internationally? Next month, the board wants to see how each potential decision will affect overall earnings, cash flow, and share price.
More Strategic CFOs?
Managing Job Costs in a Volatile Market
Managing Job Costs in a Volatile Market
Senior Living Facilities: Using FP&A to Increase Profitability

Senior Living Facilities: Using FP&A to Increase Profitability
Scenario Planning: Transforming finance from reactive to proactive
Scenario Planning: Transforming finance from reactive to proactive
Finance Transformation Webcast
Finance Transformation Webcast
Job Cost and Revenue Forecasting for Pros: Eliminate the Guessing Game and Improve Accuracy
Job Cost and Revenue Forecasting for Pros: Eliminate the Guessing Game and Improve Accuracy
Job Cost and Revenue Forecasting for Financial Pros
Job Cost and Revenue Forecasting for Financial Pros
Dynamic Institutional Planning - Enrollment Planning
Dynamic Institutional Planning - Enrollment Planning
Dynamic Institional Planning - Position Planning
Dynamic Institional Planning - Position Planning
Dynamic WIP Reporting
Dynamic WIP Reporting
Real-Time Dashboards - Prophix for Construction
Real-Time Dashboards - Prophix for Construction
Transforming Finance with Prophix - Superior Construction Customer Spotlight
Transforming Finance with Prophix - Superior Construction Customer Spotlight
Working Capital Management
Working Capital Management
The Future is Agile Finance: CFO Strategy & 2022 Benchmarks
The Future is Agile Finance: CFO Strategy & 2022 Benchmarks
American Kennel Club Customer Story
American Kennel Club Customer Story
Transforming Finance with Prophix - Alterman Customer Spotlight
Transforming Finance with Prophix - Alterman Customer Spotlight
How can the finance function stay agile with less people in a challenging economy?
How can the finance function stay agile with less people in a challenging economy?
How CFOs Can Change the Game with Cross Company Planning Webinar
How CFOs Can Change the Game with Cross Company Planning Webinar
Job Cost Forecasting
Job Cost Forecasting
A Journey Through Financial Transformation Webinar
A Journey Through Financial Transformation Webinar
Senior Living Demo
Senior Living Demo
Software in construction - Lessons learned from major projects
Software in construction - Lessons learned from major projects
Softbox Customer Story
Softbox Customer Story
American Kennel Club Customer Story (longer version)
American Kennel Club Customer Story (longer version)
Community Physician Network
Having encountered frustrations with spreadsheets and knowing that Microsoft would discontinue their FRx Reporter tool, Community Physician Network (CPN) implemented innovative Corporate Performance Management software from Prophix. CPN has since revamped and automated a wide range of valuable financial processes.
Community Physician Network
Crescent Communities Presentation
Ryan Wheatley from Crescent Communities explains how Crescent uses software from Prophix to master their cash flow analysis and investigation, and models their project costs to provide the firm’s equity partners with the best information possible for strategic decision making.
Crescent Communities Presentation
Construction Teaser Video
Construction Teaser Video
The Power of Cross-Company Financial Planning
In this whitepaper primer, we outline the benefits and costs of Integrated Financial Planning (IFP) so that any senior financial professional can determine if, how, and when to consider unifying technology solutions (e.g. Corporate Performance Management software) that help them unlock the insights captured in their company’s data and planning processes.
The Power of Cross-Company Financial Planning
Swan Mill Paper Company
Swan Mill Paper Company had already begun to automate their financial processes with software from Adaptive Insights. By switching vendors to Prophix, Swan Mill began to leverage more significant value by addressing the unique needs of their company— particularly in the areas of revenue reporting and sales forecasting. Today their organisation boasts a detailed, constantly updated view of their sales performance in the multiple currencies that affect their global operations. The insights provided by this information have enabled them to make better business decisions.
Swan Mill Paper Company
The Benevolent Society
Implementing Prophix via Forest Grove Technology in Australia, The Benevolent Society (TBS) has developed a wide-ranging solution for their business. Leveraging Prophix’s capabilities for integrated budgeting and planning, TBS utilizes a direct connection to their Microsoft Dynamics general ledger and runs variance reporting, financial statement forecasting, personnel planning, capital expenditure planning, and more.
The Benevolent Society
The Milwaukee Bucks
Having relied in the past on spreadsheets for their business processes, the Milwaukee Bucks used Prophix to obtain complete visibility into their finances, to develop advanced budgeting and personnel planning models, and to automate the production of their financial reports based on the new requirements set out by the National Basketball Association (NBA).
The Milwaukee Bucks
TMG Health
Originally selecting Prophix in order to move away from their reliance on spreadsheets, TMG Health automated their financial budgeting processes. Employing a phased approach over time, this growing organization used Prophix’s advanced Corporate Performance Management (CPM) software to streamline important financial processes, including cash flow planning, personnel planning, sales forecasting, revenue analysis, and several forms of operational reporting.
TMG Health
Wastequip
Wastequip’s senior executives sought a means to streamline the influx of data from multiple ERPs into a single unified solution that is pre-built to conduct important financial processes. Accomplishing this with Prophix enabled them to consolidate their information, to develop their operational and strategic reporting, and to build an advanced sales planning model that informs decision making from their key business stakeholders.
Wastequip
Financial Consolidation: 5 tips to a faster, simpler close
Find a financial consolidation application that brings the disconnected systems together to create a single set of consolidated results, which provides accurate, quality data.
Financial Consolidation: 5 tips to a faster, simpler close
5 Signs That Your Data Is Letting You Down…
Reliable and timely data is at the heart of your organization’s success – particularly when you have multiple business units, offer several product lines, operate across geographical borders, and are expected to achieve significant growth rates.
5 Signs That Your Data Is Letting You Down…
7 Ways to Reduce the Time You Spend on Budgeting
As your company evolves, you have to devote more and more time to preparing your budgets. That’s why Prophix brings you 7 Ways to Reduce the Time You Spend on Budgeting. This Best Practices whitepaper outlines specific actions that you and your teams can take to make your budgeting process more efficient – because you could do so much more if you reduce the time you spend on budgeting.
7 Ways to Reduce the Time You Spend on Budgeting
Future Finance: The Heart of Tomorrow’s Business
The business world is accelerating. The proliferation of high-powered, low-cost technologies and global communications platforms is driving increased competition and more rapid change than ever before. The turnover of companies on the stock market has never been more rapid. Patent applications are at an all-time high, and the rate of increase continues to rise.
Future Finance: The Heart of Tomorrow’s Business
Solarcentury
Solarcentury, the UK’s largest solar company, was bound by Excel’s limited dimension approach to data when conducting their financial processes. After implementing Prophix, Solarcentury sought to automate their annual budgeting and reporting processes, as well as conduct detailed analysis to contribute to their long-term strategic planning.
Solarcentury
AAA Northeast
Upgrading from a homegrown solution that relied on complex spreadsheets, AAA Northeast (AAA) used innovative Corporate Performance Management (CPM) software from Prophix to automate and advance their financial processes, including budgeting, forecasting, reporting, and consolidation. The organization has also developed the ability to analyze its operations from a number of angles and use these analyses to influence their decision making.
AAA Northeast
Ramboll
Ramboll, a leading engineering, design and consultancy company, relied heavily on spreadsheets for budgeting and reporting. Their Office of Finance needed a solution that would allow them to consolidate entries from many users across the globe. With Prophix, Ramboll streamlined their reporting processes and cut their budget preparation time in half.
Ramboll
Financial Consolidation - Get a picture of your Company’s financials and performance
Financial consolidation is a process that is usually used to aggregate financial results from multiple legal entities and to make adjustments to the results. However, many financial professionals regard it as a necessary evil that can be handled either in a “hit and miss” way using spreadsheets or comprehensively with software that can handle extremely complex situations but that is also expensive.
Financial Consolidation - Get a picture of your Company’s financials and performance
Feeding America
Feeding America uses software from Prophix to automate and streamline its budgeting, forecasting, financial reporting, analysis, and project planning.
Feeding America
The Future of the Finance Function - Infographic
CFOs underestimate the importance of process standardisation, automation and linking front office to back office systems, yet those that have fully achieved these goals ar more likely to…
The Future of the Finance Function - Infographic
Visual Analytics Solves Data Challenges
The computer software business is constantly changing. Vendors often have their way of looking at the market and use terms that can be confusing or so general that they have no real meaning. One such term is Business Intelligence or BI. From its early days, the BI business has grown significantly with a large number of vendors that use terminologies such as Big Data, Data Discovery, and Visual Analytics. Now there are “self-service” BI-like products.
But what do these products actually do?
What are the security issues?
Which solution(s) are best for any one company?
Visual Analytics Solves Data Challenges
Your Guide to Better Planning
The planning phase for the next financial year is the most unpleasant time in many companies.
But we don’t think it has to be that way.
Get the best tips to optimize your planning in “Your guide to better planning”.
Read about:
- Modern planning methods
- Proper tools for planning
- Relevant new technologies
- Checklist: How well integrated is your planning?
The guide is written by senior analyst, Dr. Christian Fuchs, from BARC – one of Germany’s largest analysis companies.
Your Guide to Better Planning
Visual Analytics: From Data to Insights
The voyage from data to decision to delivering value is a long one. First data points must be collected, collated, and stored for future use. Then the data must be organized, evaluated, and analyzed. Further along the path, the analyses must be reported in highly accessible formats that decision makers can consume and digest almost instantly.
Visual Analytics: From Data to Insights
Healthcare Experience that Matters
Prophix Customers at a Glance
“We use our solution from Prophix to avoid conventional budget processes, to generate an accurate rolling forecast, and to track the operational benchmarks that correlate with our funding requirements. The software has become invaluable to us.”
Healthcare Experience that Matters
SonoSite
SonoSite worked with Prophix to replace their spreadsheet-based budgeting processes and leverage the power of their data for operational reporting and advanced analysis. Now the company uses the Corporate Performance Management software for business modeling, as well as revenue and expense planning for their global operations. SonoSite has realized a yearly savings of $81,200 in operational improvements.
SonoSite
Skanska USA Building
Dan DeRooy, Director – Financial Reporting, explains how Skanska USA Building uses software from Prophix to automate their overhead budgeting and reporting, as well as improve the analysis for their multi-billion dollar construction business.
Skanska USA Building
Crystal & Company
Seeking to readdress their organization’s business analysis with the help of advanced software, Crystal & Company used Prophix to automate their financial processes (including operational budgeting, financial reporting, and strategic planning) and employ innovative business modeling to evaluate the full spectrum of their growing operations.
Crystal & Company
Ionis Pharmaceuticals
Recognizing the limited capabilities of their existing systems (including Cognos and FRx Reporter), Ionis Pharmaceuticals implemented the latest software from Prophix in order to automate and advance their financial reporting processes.
Ionis Pharmaceuticals
Danish Transport Authority
Following a series of mergers, the Danish Transport Authority recognized the need for Corporate Performance Management software to reorient their financial budgeting, forecasting, and reporting, while seamlessly integrating with their ERP. Working with Prophix, they have upgraded all of these capabilities and used advanced business modeling to analyze their operations.
Danish Transport Authority
Daishowa-Marubeni International
DMI’s month-end financial processes consistently required members of their corporate accounting group to work overtime while managing several inconsistent spreadsheets. By using Prophix to eliminate their reliance on spreadsheets, DMI now produces month-end consolidations with ease and has established efficient budgeting and reporting processes that integrate seamlessly with their Microsoft Dynamics G/L.
Daishowa-Marubeni International
EJ USA
Using Prophix’s innovative Corporate Performance Management software, which interfaces directly with their organization’s general ledger system, growing manufacturer EJ USA has rebuilt and automated a wide array of operational processes. This includes budgeting, forecasting, reporting, and financial consolidation, as well as business modeling for analysis of their sales, inventory, raw materials, and more.
EJ USA
Electric Power Board
Originally implementing Prophix purely as a financial budgeting package, Electric Power Board (EPB) now uses Prophix’s Corporate Performance Management software to produce all of their operational reporting, which is subject to strict federal regulations. With its new business processes in place, EPB has realized dramatic improvements across their organization—positively impacting the working roles of everyone involved, from operational managers to senior executives.
Electric Power Board
Educational Services of America
Struggling to output their company’s budgets using spreadsheets, Educational Services of America (ESA) resolved to find and purchase an advanced software solution built on a single database. With the help of Prophix, ESA now automates important financial processes, including personnel budgeting, forecasting, reporting, capital expenditures planning, and personnel planning, and uses advanced business modeling for profitability analysis.
Educational Services of America
Farécla
A provider of surface finishing products for the automotive and marine industries, Farécla needed a Corporate Performance Management solution for financial budgeting, forecasting, sales analysis, and revenue planning. Selecting Prophix to replace their spreadsheets has helped Farécla to improve their business analysis and their operational performance; as the business grows, the company maximizes productivity with the same amount of resources.
Farécla
Groenhuysen
Groenhuysen, a large Dutch healthcare provider with 2,300 employees, worked with Biyond, a local Prophix implementation partner in Holland, to automate their budgeting and to improve their business analysis.
Groenhuysen
Hymans Robertson LLP
Hymans Robertson’s Finance Department used software from Prophix to automate their budgeting process, generate reports on-demand, gain clarity into their data, and begin arming their departments with valuable recommendations for decision making.
Hymans Robertson LLP
Interstates Companies
Interstates Companies moved beyond their reliance on spreadsheets and purchased Corporate Performance Management (CPM) software from Prophix to automate their budgeting, forecasting, and reporting. Today, the organization also conducts a wide range of planning activities with Prophix, allowing them to answer important questions for their fast-growing business, to grow their profitability, and to increase their competitive advantage.
Interstates Companies
Moorfields Eye Hospital
By automating budgeting processes, Moorfields has a comprehensive and accurate budget that they submit to the National Health Service (NHS), while also recognising many additional benefits including faster submissions, increased transparency, and improved collaboration.
Moorfields Eye Hospital
Spacesaver Corporation Presentation
Steve Anderson from Spacesaver, a market leader in building custom storage solutions for libraries, museums, and businesses worldwide, shows how his company uses software from Prophix for financial reporting and consolidation, budgeting/ forecasting, and for product mix and inventory analysis.
Spacesaver Corporation Presentation
Nutricia
Seeking greater insight into their financial information, Nutricia Export moved away from their reliance on spreadsheets and used innovative Corporate Performance Management (CPM) software from Prophix to advance their business processes, including sales reporting and revenue planning.
Nutricia
Pace Communications, Inc
Pace replaced Microsoft’s FRx Reporter with Corporate Performance Management (CPM) software from Prophix. While Pace’s Finance team initially hoped to revamp their reporting and budgeting, in time they came to use the software to make a range of important decisions and influence the company’s strategic direction.
Pace Communications, Inc
Panariagroup
Panariagroup uses software from Prophix to automate their core financial processes and to model their production planning at the detailed level, enabling them to make critical business decisions related to raw materials purchasing, inventory volumes, and utilization of resources.
Panariagroup
Queen’s University Office of Partnerships & Innovation
Frustrated with spreadsheets and database files, Queen’s University Office of Partnerships & Innovation used advanced Corporate Performance Management (CPM) software from Prophix to automate their financial processes (such as operational budgeting, revenue forecasting, cash flow planning, and profitability analysis) and address their unique business challenges.
Queen’s University Office of Partnerships & Innovation
Port of Tacoma
Reliance on spreadsheets frustrated the Port of Tacoma’s attempts to make their budgets align with their accounting system. The organization implemented Prophix and saved consolidation time, simplified their business forecasting and financial reporting tasks, and built their capacity for scenario planning. More importantly, improvements to the Port’s financial and operational processes provided them with automated business modeling and made a major impact on their bottom line.
Port of Tacoma
Porter Airlines
Having experienced challenges with spreadsheets and other reporting tools, members of the office of finance at Porter Airlines Inc. (‘Porter’) resolved to obtain advanced software that would allow them to analyze the health of their growing operations and build their solution over time. With Prophix, Porter developed advanced operational reporting processes and uses business modeling to conduct profitability analysis of their air routes.
Porter Airlines
Reykjavik Energy
Suffering from their reliance on spreadsheets, the finance team at Reykjavik Energy (RE) selected Prophix in order to readdress their budgeting, planning, and reporting processes. Following a one month implementation, RE began to reap the benefits of a powerful and flexible solution that has simplified their procedures while offering a single, reliable source of financial truth.
Reykjavik Energy
Senior Living Group
Senior Living Group’s Finance group uses Prophix’s software to automate core business processes, maximize resident occupancy and staff utilization in their 55 retirement homes, and achieve rapid growth.
Senior Living Group
Spacesaver Corporation
Spacesaver, a market leader in building custom storage solutions for libraries, museums, and businesses worldwide, uses software from Prophix for financial reporting and consolidation, budgeting/forecasting, and for product mix and inventory analysis.
Spacesaver Corporation
Prophix for Healthcare
Prophix for Healthcare
Construction Demo Video
Construction Demo Video
Health Solutions
Health Solutions is a non-profit provider of primary care, behavioral health, and wellness services in Southern Colorado. The organization’s Finance Department uses software from Prophix to avoid conventional budgeting, generate an accurate rolling forecast, and track the operational benchmarks that correlate with their funding requirements
Health Solutions
Cash Flow Overview

Cash Flow Overview
How CFO’s Support Sales and Raise Revenue to Sustain Growth
How CFO’s Support Sales and Raise Revenue to Sustain Growth
The Power of Cloud - is it right for you?
The Power of Cloud - is it right for you?
Remove Excel from the Equation with Viewpoint
Remove Excel from the Equation with Viewpoint
Collaboration is Key: Making Performance Reporting a Priority
Collaboration is Key: Making Performance Reporting a Priority
Meet some of our UK customers
Meet some of our UK customers
JYSK
JYSK
Ombudsman
Ombudsman
ALKU
ALKU
Prophix Customers Who Use Board Books

Prophix Customers Who Use Board Books
The Next Generation is Here: Budgeting in the Cloud for Mid-Sized Companies
The Next Generation is Here: Budgeting in the Cloud for Mid-Sized Companies
Ameriqual
Ameriqual
Prophix Viewpoint Customer Testimonials
Prophix Viewpoint Customer Testimonials
Prophix Customers Using SYSPRO

Prophix Customers Using SYSPRO
CFO’S GUIDE TO CRAFTING THE ULTIMATE BOARD BOOK WEBINAR
CFO’S GUIDE TO CRAFTING THE ULTIMATE BOARD BOOK WEBINAR
Prophix Construction Customer Testimonials

Prophix Construction Customer Testimonials
Alterman, Inc.

Alterman, Inc.
CAP Tulsa
CAP Tulsa
CVC Credit Partners (UK)
CVC Credit Partners (UK)
Premise Health
Premise Health
Effective Cash Flow Forecasting The Critical Role in FP&A
Effective Cash Flow Forecasting The Critical Role in FP&A
Harnessing the Robust Data from your SYSPRO ERP into Performance Drivers
Harnessing the Robust Data from your SYSPRO ERP into Performance Drivers
UK Central Government (UK)
UK Central Government (UK)
Supercharge QAD by Automating Budgeting, Dashboards & Reporting
Supercharge QAD by Automating Budgeting, Dashboards & Reporting
Arc'Teryx
Arc'Teryx
ChanceLight
ChanceLight
Cumberland Electric Membership Corporation
Cumberland Electric Membership Corporation
EJ USA
EJ USA
Feeding America
Feeding America
Will-Burt Company
Will-Burt Company
Aptech Partnered with Prophix

Aptech Partnered with Prophix
Life at Prophix with Alok Ajmera
Life at Prophix with Alok Ajmera
Life at Prophix with Marleigh White
Life at Prophix with Marleigh White
Automating Budgeting and Reporting for Pharma and Bio

Automating Budgeting and Reporting for Pharma and Bio
How to Achieve Greater Control Over Cash Flow
How to Achieve Greater Control Over Cash Flow
Automating Budgeting and Reporting for Restaurants

Automating Budgeting and Reporting for Restaurants
Automating Budgeting and Reporting for Food and Beverage

Automating Budgeting and Reporting for Food and Beverage
Enriched Insight in Finance: Blending Data, Boosting Performance
Enriched Insight in Finance: Blending Data, Boosting Performance
Global FP&A Survey Insights: Trends, Benchmarks, Opportunities
Global FP&A Survey Insights: Trends, Benchmarks, Opportunities
Coleman Cable
Coleman Cable
Best Practices for CFOs to Improve Visibility into Profitability
Best Practices for CFOs to Improve Visibility into Profitability
TOTO Energy
TOTO Energy
Automating Budgeting & Reporting for Food and Agriculture
Automating Budgeting & Reporting for Food and Agriculture
SYSPRO and Prophix Introduce Partnership
SYSPRO and Prophix Introduce Partnership
Speck Pumpen (EN)
Speck Pumpen (EN)
UPMC Health Plan
UPMC Health Plan
Why smart CFOs are embracing agile scenario planning?
Why smart CFOs are embracing agile scenario planning?
ENR - Best Practices for Cash Management and Forecasting in 2021
ENR - Best Practices for Cash Management and Forecasting in 2021
Data Analytics in a New Economy with Viewpoint
Data Analytics in a New Economy with Viewpoint
Find Certainty and Discover New Opportunities with Scenario Planning and Forecasting
Find Certainty and Discover New Opportunities with Scenario Planning and Forecasting
AGC Webinar - Cash Management and Forecasting in Difficult Times
AGC Webinar - Cash Management and Forecasting in Difficult Times
Forecasting Demo
Forecasting Demo
Prophix for Healthcare
Prophix for Healthcare
Prophix for Senior Living
Prophix for Senior Living
Prophix for Recurring Revenue Modeling
Prophix for Recurring Revenue Modeling
Close Faster, Plan Better: How to Have 20/20 Hindsight by 2021
Close Faster, Plan Better: How to Have 20/20 Hindsight by 2021
How CFOs can Change the Game with Cross-Company Planning
How CFOs can Change the Game with Cross-Company Planning
Ask the Expert Live Chat
Ask the Expert Live Chat
Level Up Your Budgeting and Planning in 2021
Level Up Your Budgeting and Planning in 2021
Close Faster and Smarter How to Get 2020 Hindsight in 2021
Close Faster and Smarter How to Get 2020 Hindsight in 2021
The Better Way to Budget, Plan and Report - Corporate Performance Management
The Better Way to Budget, Plan and Report - Corporate Performance Management
Resource Management Strategies for the Savvy Contractor
Resource Management Strategies for the Savvy Contractor
How Can Finance Leaders Bridge the FP&A Gap
How Can Finance Leaders Bridge the FP&A Gap
Cash and Cost - Forecasting for Viewpoint Customers Made Easy
Cash and Cost - Forecasting for Viewpoint Customers Made Easy
Prophix for Professional Services & Legal
Prophix for Professional Services & Legal
Financial Planning with Ohio Northern University – from Reactive to Proactive Action Plans

Financial Planning with Ohio Northern University – from Reactive to Proactive Action Plans
Four Factors Affecting Your Profits in 2021
Four Factors Affecting Your Profits in 2021
Assessing Economic Impact – Adapting Finance Strategy with Insight with Prophix and Sage

Assessing Economic Impact – Adapting Finance Strategy with Insight with Prophix and Sage
How Finance Leaders Pivot from Forecasting to Scenario Planning in Unpredictable Times
How Finance Leaders Pivot from Forecasting to Scenario Planning in Unpredictable Times
The Power of the Cloud
The Power of the Cloud
CPM Powered by AI Is Here! Welcome to Your Virtual Financial Analyst
CPM Powered by AI Is Here! Welcome to Your Virtual Financial Analyst
Artificial Intelligence in the Cloud

Artificial Intelligence in the Cloud
Virtual Financial Analyst Chart Insights, Task Assistant & Anomaly Detection
Virtual Financial Analyst Chart Insights, Task Assistant & Anomaly Detection
American Library Association
American Library Association
Superior Construction
Superior Construction
WCF Insurance
WCF Insurance
Get off Excel
Get off Excel
Lochmueller Group
Lochmueller Group
Mastering the 3 F’s in Finance – Fast, Flexible & Forward-looking Forecasts
Mastering the 3 F’s in Finance – Fast, Flexible & Forward-looking Forecasts
Katun Corporation
Katun Corporation
Raising Your Cash Flow IQ - Webinar with Viewpoint and Superior Construction
Raising Your Cash Flow IQ - Webinar with Viewpoint and Superior Construction
Putting People First in Uncertain Times
Putting People First in Uncertain Times
Budgeting and Forecasting for Sage with Nextec and Prophix
Budgeting and Forecasting for Sage with Nextec and Prophix
Viewpoint Webinar: How Anomaly Detection Can Reduce Risk in the Construction Industry
Viewpoint Webinar: How Anomaly Detection Can Reduce Risk in the Construction Industry
Budgeting and Forecasting for Sage with Nextec and Prophix
Budgeting and Forecasting for Sage with Nextec and Prophix
Presbyterian Senior Care Network
Presbyterian Senior Care Network
Using Resource Management & Forecasting to Improve Profitability for Contractors
Using Resource Management & Forecasting to Improve Profitability for Contractors
Reacting to COVID-19 with Insight and Agility
Reacting to COVID-19 with Insight and Agility
Monitoring and Managing Cash Flow
Monitoring and Managing Cash Flow
Combatting Uncertainty with Rolling Forecasts
Combatting Uncertainty with Rolling Forecasts
Considering the “What-if’s”: Proactive Scenario Planning
Considering the “What-if’s”: Proactive Scenario Planning
Professional Services Experience that Matters
Prophix Customers at a Glance
“Our Prophix solution has given our firm greater expense controls, enabled us to evaluate the impact of changes in headcount and other key variables, and helped us better understand MPP’s future revenues.”
Professional Services Experience that Matters
Copenhagen Business School
Recognizing the limitations of their general ledger system, the finance team at the Copenhagen Business School (CBS) selected software from Prophix to develop advanced budgeting processes. Using Prophix’s built-in workflow features and its two-way data integration with their accounting software, CBS has built a range of budgeting models (tracking salary budgeting and project budgeting, among others) that enable them to analyze their expanding operations.
Copenhagen Business School
Cloud or On-Premises: Choose the Best Architecture for Performance Management
The progression toward cloud-based solutions in enterprise applications is seen in almost every software category. More vendors of business performance management (BPM or CPM, for corporate performance management) software offer a choice, and every company should compare its architecture options before locking in the final decision.
Cloud or On-Premises: Choose the Best Architecture for Performance Management
ROI Nucleus Report: ALKU
Founded in 2007, ALKU is an American specialized staffing company. Specifically, ALKU deploys consulting resources to help companies in Enterprise Resource Planning (ERP), Life Sciences, Healthcare IT, IT Security, and Government solution verticals. Headquartered in Massachusetts, USA, the company has six other national offices and generates over $200M in annual revenue.
ROI Nucleus Report: ALKU
Empowering Operational Planning at Guardian Energy
Guardian Energy, a manufacturer of ethanol, a cornbased renewable fuel, needed to create a formalized budgeting process in collaboration with their operations department. Prophix provided Guardian with a platform that automates their financial planning processes, increasing collaboration between key operations stakeholders and enabling them to provide timely input on items that impact the budget, such as unplanned maintenance, shutdown costs, and capital improvements. This has resulted in improved decision-making and budget accuracy.
Empowering Operational Planning at Guardian Energy
Prophix + Procore = Clear Foresight into All Aspects of Your Build
Procore, a leading provider of construction management software, integrates seamlessly with Prophix, facilitating easy collaboration between the field and finance. Get an accurate and detailed overview of your data in real-time using interactive dashboards available on any device.
Prophix + Procore = Clear Foresight into All Aspects of Your Build
The Anatomy of a Prophix Cloud Migration with Alliance Pharma
Alliance Pharma, an international healthcare group, migrated to Prophix cloud to allow them to work collaboratively with a single set of data.
They have broadened the scope of their product portfolio to include medical devices and consumer products, covering a wide range of therapy areas, in addition to their legacy portfolio of niche prescription products.
The Anatomy of a Prophix Cloud Migration with Alliance Pharma
Five Easy Steps to Migrate to Prophix Cloud
Prophix Cloud is our Corporate Performance Management (CPM) software distributed using a software-as-a-service model (SaaS). It allows you to access our software using the internet eliminating the need to install on individual client machines locally or application servers to maintain on-premise. Instead, the application is consumed using a feature-rich web browser that securely accesses Prophix Cloud application services. The SaaS model offers a strong value proposition to you by eliminating significant overhead costs and offering high levels of flexibility and scalability, while still delivering enterprise class functionality and security.
Five Easy Steps to Migrate to Prophix Cloud
Dresner - Prophix Insights Research Report
Prophix is among the 13 EPM vendors for which Dresner Advisory Services collect detailed vendor ratings and position in their Enterprise Performance Management Market Models. Users rated various versions of the Prophix product including cloud deployments.
Dresner - Prophix Insights Research Report
Prophix for Microsoft 365
With Prophix for Microsoft 365, you can experience the best of both worlds. With seamless integration, you can leverage the planning power of Prophix, while also having the flexibility to contribute to budgets or build complex models from the comfort of Microsoft Excel.
Prophix for Microsoft 365
Construction Essentials: Financial & WIP Reporting
In response to current events, Prophix has created a turnkey solution that allows Sage 300 Construction and Real Estate customers to see and react to changes happening daily in a fully automated, web-based platform. We are calling the solution – Prophix Construction Financial Essentials.
Construction Essentials: Financial & WIP Reporting
Powering Wilson Construction with Finance Insight
Wilson Construction, one of the largest privately-held utility construction companies in the United States, wanted insight into their operational and financial performance without the delays associated with compiling reports and validating numbers manually. Prophix has allowed Wilson Construction to automate their key financial processes, allowing their finance team to develop operational KPIs, save time budgeting, and create and manage financial and operational forecast models.
Powering Wilson Construction with Finance Insight
451 Research Business Impact Brief
Cross-company planning with higher participation from multiple business divisions could help companies more effectively prepare for a future disruption (like the COVID-19 pandemic) by supporting more effective scenario modeling and predictive analytics – as long as their tolling strategy supports this as well.
451 Research Business Impact Brief
BPM Vendor Landscape Matrix
The purpose of the BPM Partners Vendor Landscape Matrix is to provide a point-in-time snapshot of the all core players, their status in the market, and the focus of their offerings.
BPM Vendor Landscape Matrix
Nucleaus Research CPM Technology Value Matrix 2021
For this Value Matrix, Nucleus evaluated CPM vendors based on their usability and functionality, as well as the value that customers realized from each product’s capabilities (Nucleus Research s142 – Understanding the Value Matrix – September 2018). The research is intended to serve as a snapshot of the CPM technology market, help inform customers about how vendors are delivering value, and take stock of what can be expected in the future based on present investments.
Nucleaus Research CPM Technology Value Matrix 2021
A New Budgeting and Forecasting Treatment for Atnahs
With increased data volume and countless SKUs from mergers and acquisitions, Atnahs, a specialty pharmaceutical business, could no longer rely on Excel for budgeting and forecasting. With Corporate Performance Management (CPM) software from Prophix, Atnahs has automated its budgeting and forecasting processes, improving visibility into budget deviations and market trends.
A New Budgeting and Forecasting Treatment for Atnahs
FSN Global Survey 2021: Agility in Planning, Budgeting and Forecasting (UK)
The results of FSN’s “Agility in Planning, Budgeting and Forecasting (PBF)” Survey 2021 which shows where your organization is on the ‘agility dial’ and more importantly provides clear pointers to improving the performance of the PBF process.
FSN Global Survey 2021: Agility in Planning, Budgeting and Forecasting (UK)
FSN Global Survey 2021: Agility in Planning, Budgeting and Forecasting (NA)
The results of FSN’s “Agility in Planning, Budgeting and Forecasting (PBF)” Survey 2021 which shows where your organization is on the ‘agility dial’ and more importantly provides clear pointers to improving the performance of the PBF process.
FSN Global Survey 2021: Agility in Planning, Budgeting and Forecasting (NA)
Finance as a Strategic Asset
Finance as a Strategic Asset
Optimize Production Capacity and Reduce Time-to-Market: Prophix for Sage Food & Beverage
Optimize Production Capacity and Reduce Time-to-Market: Prophix for Sage Food & Beverage
Four Factors Affecting Your Profits - Resource Management Flipbook
Four Factors Affecting Your Profits - Resource Management Flipbook
FSN Prophix Transformation Report
How can Finance Leaders Bridge the FP&A Gap? Insights & Opportunities for Finance Transformation
FSN Prophix Transformation Report
Ohio Northern University

Ohio Northern University
Dresner Advisory Services: Wisdom of Crowds® Enterprise Performance Management Market Study 2020
As organizations strive to make sense of the changing market conditions and work to determine how best to proceed and invest in their businesses, we hope that this report will provide guidance and offer direction as the “new normal” becomes evident.
Dresner Advisory Services: Wisdom of Crowds® Enterprise Performance Management Market Study 2020
Milo’s Tea is Steeped in Budgeting Success
Milo’s Tea, a family-owned manufacturer of 100% natural ready to drink beverages including sweet tea and lemonade, struggled to involve department managers in the budget process while relying on Excel as their primary finance tool. Prophix has allowed their finance team to budget and forecast collaboratively by involving staff early on in the process.
Milo’s Tea is Steeped in Budgeting Success
FSN Prophix Rolling Forecasts Report
FSN Prophix Rolling Forecasts Report
Dime Community Bank
Dime Community Bank deployed Prophix Cloud to modernize its budgeting and financial data management capabilities. The company realized significant time savings from task automation and has reduced its reliance on manual spreadsheet-based processes. Since deployment, Dime has improved its budget accuracy and implemented variance analysis to track its actual performance against planned forecasts. The company expects to continue developing its deployment as it innovates new use cases for the software’s reporting and data analysis functionalities.
Dime Community Bank
Prophix for Acumatica
Both Prophix and Acumatica share a common vision for the strategic use of financial software to automate and solve complex business challenges. With Prophix, Acumatica customers will benefit from integrated financial planning, facilitating collaboration between departments for more accurate and profitable financial plans.
Prophix for Acumatica
Alterman Inc.
Alterman Inc.
Prophix for Vertafore
Prophix seamlessly integrates with your Vertafore solution, unifying relevant information to help you make better business decisions. Reduce risk and save time by moving away from manual, spreadsheet-based processes.
Prophix for Vertafore
Your Virtual Financial Analyst
Prophix’s Virtual Financial Analyst leverages the power of Artificial Intelligence to take the speed and efficiency of Prophix’s Corporate Performance Management software to the next level.
Your Virtual Financial Analyst
Community Energy for a Sustainable Future: The Role of Finance Professionals
In the energy sector, where the matters of scale, government policies, and local organizations scope make financial, operational planning and control systems extremely complex. Traditionally, finance professionals have and continue to have critical roles to play in both compliance and management reporting.
Community Energy for a Sustainable Future: The Role of Finance Professionals
Anomaly Detection
Anomaly Detection analyzes 100% of your data and identifies any transactions with a risk rating of “High” or “Medium.” To resolve these alerts, simply drill into the “High” and “Medium” risk transactions. If you can validate the transaction, mark it as “Good” and it is no longer flagged for your review.
If the transaction does not check out, you can initiate a task to further investigate. Anomaly Detection in the Prophix Virtual Financial Analyst redefines reporting making it easier, faster, and more thorough than ever before.
Anomaly Detection
Prophix for Ellucian
By automating your budgeting, reporting, forecasting, and planning, you’ll have more time to spend on analysis and be better equipped to make well-informed, wise financial decisions.
Prophix for Ellucian
Prophix for Sage Intacct
Prophix for Sage Intacct
Revitalizing the Budgeting Process for Silver Chain
Silver Chain, an in-home health and aged care provider, faced significant delays in reporting and budgeting using Excel to manage their financial processes. With Forest Grove’s implementation support and Prophix’s product functionality, Silver Chain was able to automate budgeting, report creation and distribution.
Revitalizing the Budgeting Process for Silver Chain
CPM Technology Value Matrix 2020
The corporate performance management (CPM) market continues to heat up. Planning is not optional for any company, regardless of size and financial status, and the ability to adhere to a plan in the face of external forces is critical for long-term success. Most CPM vendors have not limited themselves to planning and solutions have expanded to cover areas such as the financial close, risk management, and business intelligence capabilities. The flexibility required to deliver all of these capabilities has jump-started a natural evolution towards platform offerings, enabling customers to configure their implementations with more detail than ever before.
CPM Technology Value Matrix 2020
Check Out Superior Construction’s Covid-19 Dashboard
With the current day pandemic, it’s been interesting to see how customers have put on their creative hats
to think outside the box. Superior Construction is one of those customers! Brittany Hess, the Senior Financial
Analyst at Superior, has set up a dashboard specifically for Covid-19’s impact on their employee base.
Check Out Superior Construction’s Covid-19 Dashboard
Constructing a Consolidated Budget for Superior Construction
Before implementing Prophix, Superior Construction was trying to report on data from Excel. This was an incredibly manual process that was difficult for new employees to learn. With Corporate Performance Management (CPM) software, the finance department can now review, update, and consolidate their budget data in minutes.
Constructing a Consolidated Budget for Superior Construction
Changing the Finance Current for Baltimore Aircoil Company
Baltimore Aircoil Company (BAC), a leading global manufacturer of evaporative cooling, thermal storage, and heat transfer equipment, wanted a Corporate Performance Management (CPM) solution to reduce the time spent on budgeting and reporting. After implementing Prophix, BAC can easily collect data, quickly analyze results, and make strategic decisions during their budget process.
Changing the Finance Current for Baltimore Aircoil Company
Use EPM to Help Navigate Through the COVID-19 Crisis
Enterprise performance management (EPM) systems can play a key role in helping organizations navigate through this crisis. They can identify short-term impacts and help organizations react quickly and positively as economic recovery starts.
Use EPM to Help Navigate Through the COVID-19 Crisis
Managing Performance in a Tough Economy
In difficult economic times, it becomes more important than ever for companies of any size to manage performance efficiently, as well as to be flexible and adaptable in a volatile environment. In order to be able to move quickly and adapt, it is critical to have software that can keep pace with changing circumstances, by allowing management to quickly envision and analyze alternate scenarios in order to plan the best course of action.
Managing Performance in a Tough Economy
An Out-of-the-Box Approach to Finance for Koninklijke Paardekooper Group
Eager to get off spreadsheets and leverage CPM software, Paardekooper deployed Prophix in the cloud, giving them easy access to their wholesale data.
An Out-of-the-Box Approach to Finance for Koninklijke Paardekooper Group
Prophix for Sagex3
Prophix for Sagex3
Cloud & Business Continuity
Learn why leveraging the cloud to support your company’soperations is no longer optional – it’s become a top priority.
Cloud & Business Continuity
Construction Customer Brochure
It is our mission to ensure customers know how to go above and beyond with Prophix, getting
the most out of their investment. Don’t take it from us, here is what some of our construction
customers have to say!
Construction Customer Brochure
Your Guide to Scenario Planning
In this white paper, we will examine the applications of scenario planning, best practices, and how to apply the insights to your business.
Your Guide to Scenario Planning
FSN Prophix Scenario Planning Report

FSN Prophix Scenario Planning Report
SECO Energy
SECO Energy, one of the largest electric cooperatives in America, uses software from Prophix to budget accurately, generate automated reporting, hold their department managers accountable for their projected expenditures, and analyze their costs and revenues at a detailed level.
SECO Energy
The BARC Planning Survey 2019
With 23 top ranks and 27 leading ranks in three different peer groups, Prophix once again achieves an excellent set of results in this year’s Planning Survey. Convincing ratings in numerous important KPIs help to consolidate its position as an effective CPM vendor that delivers considerable benefits to its customers.
The BARC Planning Survey 2019
Bethel University Majors in Budgeting & Reporting
Bethel University Majors in Budgeting & Reporting
Financial Reporting for Senior Living
Financial Reporting for Senior Living
An Agile Approach to Senior Living Finance

An Agile Approach to Senior Living Finance
BARC Research Note: Unified CPM: Increased Agility for Finance & Controlling

BARC Research Note: Unified CPM: Increased Agility for Finance & Controlling
Strategic Budgeting and Planning: A Guide for CFOs
Strategic Budgeting and Planning: A Guide for CFOs
Transform Senior Living Finance
Transform Senior Living Finance
Choosing the Right Forecasting Platform Checklist
Choosing the Right Forecasting Platform Checklist
The Evolution of Consolidation
The Evolution of Consolidation
Your Guide to Scenario Planning for Senior Living
Your Guide to Scenario Planning for Senior Living
5 Factors Affecting Your Profits
5 Factors Affecting Your Profits
Consolidation and Reporting

Consolidation and Reporting
A New Finance Fit for Crazy Shirts
A New Finance Fit for Crazy Shirts
Advanced Management Reporting with Prophix
Advanced Management Reporting with Prophix
Your Guide to Scenario Planning for Higher Education
Your Guide to Scenario Planning for Higher Education
FP&A and the Food Chain of Finance Learning
FP&A and the Food Chain of Finance Learning
Mission Health
Mission Health
L’optimisation de l’audit des comptes consolidés
L’optimisation de l’audit des comptes consolidés
Il était une fois la consolidation
Il était une fois la consolidation
Domo Investment Group
Domo Investment Group
Future of AI and ML in the Finance Function
Future of AI and ML in the Finance Function
Consolidation Using Accounting Software Versus Consolidation Software
Consolidation Using Accounting Software Versus Consolidation Software
2022 CFO BENCHMARKS: Top Priorities For Finance Automation
It’s easy to see why automation is a top priority for CFOs and Finance leaders. In our latest survey, we asked how top Finance teams are prioritizing and implementing automation. Then we asked experts in automation and Finance for their recommendations.

2022 CFO BENCHMARKS: Top Priorities For Finance Automation
Prophix for Real Estate

Prophix for Real Estate
Moneris
Moneris, Canada’s largest provider of innovative solutions for mobile, online, and in-store payments, wanted to augment their ability to make financial decisions, allocate resources, and evaluate investment opportunities. With Prophix, Moneris’ FP&A team upgraded their cost center budgeting, fostered cross-company collaboration, and improved their forecasting accuracy.
Moneris
FSN Prophix Zero Based Budgeting Report

FSN Prophix Zero Based Budgeting Report
MaxSold
MaxSold was looking for a way to “see the forest through the trees” and gain insight into the volume of data their company had amassed. Being confined to spreadsheets, they struggled with identifying valuable insights below the financial-statement level. They wanted to elevate their financial planning from basic Excel processes to sophisticated business-driver modeling, giving them one version of the truth.

MaxSold
Laboratory & Allied
Spending too much time on repetitive tasks and analyzing real-time data for quick decision-making were the primary challenges faced by Laboratory & Allied Limited. With Prophix, Lab & Allied improved their margins, allowing them to focus more on trend and variance analysis.

Laboratory & Allied
Electra Link
Electra Link needed a solution that could automate its financial processes, create detailed analytical reporting on-demand, and develop and monitor performance metrics. With Prophix, Electra Link increased the accuracy and quality of their reporting and developed a more collaborative budgeting process that involves their C-Suite.

Electra Link
Prophix Cloud: Mission Health Communities
Mission Health Communities (MHC) implemented Prophix Cloud to standardize and streamline operations across its finance and accounting departments. By migrating off manual and Excel-based processes onto Prophix, MHC streamlined its financial planning and analysis (FP&A) and financial close reporting activities.
Prophix Cloud: Mission Health Communities
A Prophix Guide

A Prophix Guide
Barber National Institute
Prophix empowered the finance team at Barber to properly evaluate the profitability of new opportunities, forecast rates ahead of time, and run detailed allocations to track expenses through automation, data consolidation, and deep analysis.
Barber National Institute
Microsoft Power BI and Prophix
Drive finance insights from Prophix into Microsoft Power BI to transform your data into actionable insights that inform strategic and tactical business decisions.
Microsoft Power BI and Prophix
Meet Budget Planning by Prophix - TOTVS and Prophix
Strategy and financial planning far beyond spreadsheets. We introduce Budget Planning by Prophix, the CPM solution made available in partnership with TOTVS, which integrates the entire corporate budget journey within organization or group. Simplify and automate financial processes, increase budget accuracy actual versus realized budget, simulate different scenarios and more. All in a simple, fast and without dealing with multiple spreadsheets to increase your company’s performance.
Meet Budget Planning by Prophix - TOTVS and Prophix
Encore Electric
Encore Electric, a provider of electrical construction, technology solutions, and maintenance services, wanted to standardize their budget templates and hold division leaders and management accountable for their results. With Corporate Performance Management (CPM) software from Prophix, Encore Electric automated their budget cycle and improved
Encore Electric
2022 CFO BENCHMARKS: The Upgrade to Agile Finance
We hear a lot about digital transformation in Finance, evolving and elevating the Finance role, and shifting from a reporting mindset to a forward-looking one. But what does a transformed Finance department look like? The next upgrade for the Finance function is Agile Finance.

2022 CFO BENCHMARKS: The Upgrade to Agile Finance
Jobsite Analytics
Jobsite Analytics
How Better Construction Data Can Protect Your Profits
This whitepaper discusses the ways good construction data, obtained through systematic collection and organization, can protect your profits.
How Better Construction Data Can Protect Your Profits
Prophix for Non-Residential Builders
Adequately track your costs, forecast backlog & revenue, and increase your margins with Prophix.

Prophix for Non-Residential Builders
Prophix Financial Intelligence
Take control of your data – join hundreds of contractors who have eliminated their Excel pain and modernized their Finance operations with Prophix!

Prophix Financial Intelligence
2022 CFO BENCHMARKS: Accelerating Finance in the New “Normal”
The COVID-19 pandemic had a major impact on every part of the business world, and the Finance function wasn’t immune to the changes. We asked CFOs and other Finance leaders how the pandemic altered their priorities and plans. We wanted to see how they adapted when the crisis hit, and how they are mapping out a path forward.

2022 CFO BENCHMARKS: Accelerating Finance in the New “Normal”
The Future is Agile Finance: 2022 CFO Benchmarks
CFOs and other senior finance executives are planning substantial upgrades to their automated financial planning and analysis (FP&A) in 2022, partly in response to their pandemic challenges, a recent Prophix and CFO Dive survey shows.

The Future is Agile Finance: 2022 CFO Benchmarks
Business Controlling Versus Consolidation
This whitepaper discusses the differences between Business Controllers and Consolidators and explains how the use of professional software can enable them to cooperate
efficiently.
Business Controlling Versus Consolidation
Optimising the Consolidation Process: A 14-Point Checklist
What can you do to optimise your consolidation process? To find out, fill out our self-assessment questionnaire.
Optimising the Consolidation Process: A 14-Point Checklist
Spreadsheet Consolidations Versus Consolidation Software
The purpose of this article is to empower you to evaluate your current consolidation processes and make a fully informed decision on consolidations software.

Spreadsheet Consolidations Versus Consolidation Software
BARC: The Planning Survey 19
Die Anwender haben abgestimmt – und Prophix auch in der neuesten Ausgabe von BARCs „The Planning Survey“ wieder zu einem exzellenten Ergebnis verholfen.
Lesen Sie jetzt die kompletten Prophix-Ergebnisse von „The Planning Survey 19“ im Detail.
Über „The Planning Survey 19“
„The Planning Survey 19“ wurde von November 2018 bis Februar 2019 von BARC durchgeführt. Insgesamt beantworteten 1.367 Teilnehmer weltweit die Umfrage zur Auswahl und Nutzung ihrer Planungswerkzeuge. Sie umfasst die Analyse von 22 führenden Planungsprodukten und vergleicht diese anhand von 28 verschiedenen Kennzahlen wie Business Value, Kundenzufriedenheit, User Experience und Planungsfunktionalität. Weitere Informationen finden Sie unter www.bi-survey.com.
BARC: The Planning Survey 19
Dresner Advisory Services: Wisdom Of Crowds® Enterprise Performance Management Market Study 2021

Dresner Advisory Services: Wisdom Of Crowds® Enterprise Performance Management Market Study 2021
Saving Time on Analysis at Affolter
After implementing Prophix in the Cloud, Affolter can easily analyze multiple data dimensions, giving them greater visibility into the health of their business.
Saving Time on Analysis at Affolter
Manufacturers Use Insights from Data Analytics for a Competitive Edge
Big advances in robotics, the emergence of the industrial Internet of Things and the promise of artificial intelligence may foretell a new age for manufacturers.
Manufacturers Use Insights from Data Analytics for a Competitive Edge
7 Effective Ways to Achieve FP&A - Data Nirvana
Many organizations struggle to evolve their financial planning & analysis (FP&A), limiting their diverse abilities to an earthly back-office function. We surveyed over 300 companies to discover how to solve common FP&A pain points and achievedata nirvana.
7 Effective Ways to Achieve FP&A - Data Nirvana
Better Data Analysis Gives Electric Utilities New Growth Planning Options
It takes many years and billions of dollars to plan and build a new power plant and once operating, it is expected to work for 30-50 years. Power distribution lines costs hundreds of thousands of dollars per mile and take years in planning and approvals. With costs and timelines like that – and an essential public service at stake – Utilities are looking to every bit of relevant data they can access to plan for, operate and maximize their operations.
Better Data Analysis Gives Electric Utilities New Growth Planning Options
Manufacturing Experience that Matters
Managing your supply chain can be a challenge – you need to reduce your time-to-market, deliver quality products and optimize your production processes to maximize profits. Supply and production must be in sync with demand while also taking production capacity restraints, human resource requirements, manufacturing schedules and material pricing into account.
Manufacturing Experience that Matters
Higher Education Experience that Matters
Constant fluctuations in operating costs and revenue streams can make f in ancial planning for higher education institutions a headache. We’vedeveloped a budgeting and planning platform that allows you to spend lesstime creating and managing financial processes and more time building innovative programs and learning experiences.
Higher Education Experience that Matters
FSN Report - The Future of Planning, Budgeting and Forecasting
This survey shows that most PBF functions are still using relatively basic tools, but it also highlights the positive difference more advanced technology like visualization techniques and charting can make to forecasting outcomes.
FSN Report - The Future of Planning, Budgeting and Forecasting
Betsi Cadwaladr University Health Board
Betsi Cadwaladr University Health Board is the largest health organisation in Wales, providing a full range of primary, community, mental health and acute hospital services for a population of around 678,000 people across the six counties of North Wales (Anglesey, Gwynedd, Conwy, Denbighshire, Flintshire and Wrexham).
Betsi Cadwaladr University Health Board
Integrating Financial Planning for Life Sciences
The Pharmaceutical industry involves potentially large investments in research & development (R&D) in the hopes that a drug can be commercialized.
Integrating Financial Planning for Life Sciences
Collaborative Finance
Finance has historically been the ‘home of truth’ in the business. Finance was where everyone turned for answers, since the only quantitative test of performance and sustainability was the P&L and the balance sheet.
Collaborative Finance
SI Group
SI Group, one of the world’s largest chemical manufacturers, used software from Prophix to build an impressive rolling forecast, generate reports that distribute automatically, and build advanced revenue planning for all of their market segments.
SI Group
Drowning in Data it Can’t Easily Analyze, the Insurance Industry’s Ship Comes In
Insurance companies began collecting and analyzing big data before most people knew what data was, all in the name of predicting risk. They gather information from many varied and unaligned sources and stitch it together to create a single version of reality.
Drowning in Data it Can’t Easily Analyze, the Insurance Industry’s Ship Comes In
Prophix for QAD
Designed specifically to help manufacturing companies in the automotive, high-tech, food and beverage, consumer,industrial and life sciences industries, to stop using error-prone spreadsheets for financial processes such as budgeting,forecasting, consolidation, and financial reporting.
Prophix for QAD
Breast Cancer Care
Since 1973, Breast Cancer Care has been providing care, information and support to individuals diagnosed with breast cancer. Despite their impactful work in the community, Breast Cancer Care’s Finance team continued to be limited by spreadsheets, which prevented their team from spending time on value-add activities. With Prophix, Breast Cancer Care has better access to their data, allowing them to improve their strategic decision-making.
Breast Cancer Care
Demystifying Machine Learning
One area of Artificial Intelligence that is the focus of attention for technology leaders is Machine Learning. I don’t think you can attend a conference, in any industry, without seeing dozens of sessions devoted to the topic.
Demystifying Machine Learning
Prophix for Sage X3
Prophix software is built to integrate easily with a variety of databases, flat files, external data sources, or other formats including direct access to the Sage X3 system. As a SageISV Rockstar Partner, Prophix offers Sage customers a way to streamline critical financial processes using an intuitive interface, this allows users to accelerate their finance functions so more time can be focused on valuable insight into performance.
Prophix for Sage X3
Prophix for SYSPRO
Prophix software is built to integrate easily with a variety of databases, flat files, ext e rnal datasources, or other formats including direct access to the SYSPRO ERP system. Prophix’s dataintegration features a simple interface, which any business user can master without relyingon IT assistance.
Prophix for SYSPRO
8 Ways to Leverage Workforce Planning to Increase Profits
Companies of all sizes are learning how to leverage data to boost their bottom line and stay one step ahead of fluctuating business conditions.
With so much focus on data-driven decision making though, it seems that many business managers have forgotten that their workforce is what
drives their enterprise forward.
8 Ways to Leverage Workforce Planning to Increase Profits
With Higher Education in Economic Crisis, the Winners will find Opportunity in Data
Success in this context comes from balancing profitable operation with the ability to pr ovides tudents what they need at a price they can afford. To do that, universities need a different,more detailed understanding of what they are, what they can be and what they should be.
With Higher Education in Economic Crisis, the Winners will find Opportunity in Data
Aeglea BioTherapeutics
Aeglea BioTherapeutics used a cloud implementation of software from Prophix to automate their core business processes, to constantly analyze their performance, and to influence the direction of the organization’s project plans.
Aeglea BioTherapeutics
Defining the Evolution of FP&A: Benchmarks, Challenges & Opportunities
Historically, FP&A has been viewed as a back-office function. A provider of historical data, it was often regarded as the “scorekeeper,” focused on producing routine management reports with limited forward-looking capability.
Defining the Evolution of FP&A: Benchmarks, Challenges & Opportunities
A Clearer View of the Horizon: Visualising the financial future
One of the most shocking statistics from FSN’s survey was that just 40% of respondents said their forecasts are ‘insightful’. Those companies that produced the most insightful forecasts tended to make better use of technology to analyse and present data. What sort of technology? FSN’s report focused on the move away from spreadsheets as the general-purpose tool of numerical analysis, and towards specialist tools that offer more powerful manipulation and presentation.
A Clearer View of the Horizon: Visualising the financial future
Syspro
Based in South Africa, SYSPRO is one of the largest global distributors of Enterprise Resource Planning (ERP) software. Each month, SYSPRO’s management accounts were being prepared in Excel, creating an increased risk of erroneous data.
Syspro
Jel Sert
One of the key benefits of Prophix is the ability to do really improved analysis without relying on Excel spreadsheets, which can be laden with errors, especially if you only use them infrequently. And we do a lot of analysis around here, especially on the sales side.
Jel Sert
FSN Innovation Showcase
Prophix’s innovation is that it has extended the reach of mid-market FP&A professionals and gifted them the same analytical capabilities that in earlier years were only available to much larger enterprises.
FSN Innovation Showcase
SOS International
Struggling with decentralised, manual budget processes, SOS International chose Prophix because the software centralises and automates the budgeting processes across subsidiaries and cost centers in various countries. This includes a salary model as well as a profit and loss module that collects budget data and data on actual results.
Today, SOS International optimised its budget processes, including salary budgeting, and now has total control of its financial development. Furthermore, the dialogue between finance and management is stronger, they have a deeper look into details and valid budget figures.
SOS International
Clarifying the Cloud for Corporate Performance Management
Like many other categories of software, CPM is being offered using new technologies that give users access to remote software. This is marketed using many different terms, such as “Software as a Service” (SaaS), “Hosted Solutions” and “Software on Demand.”
The collective term for these is “Cloud Computing.” But what is the cloud, and is it appropriate for deploying CPM solutions? Sometimes the Cloud seems to obscure reality.
This white paper clarifies what ‘the cloud’ really means and explains Prophix’s strategy of offering choice to our customers.
Clarifying the Cloud for Corporate Performance Management
Imerco
With more than 150 departments, Imerco had a strong need to get a secure CPM solution to control the budget process and with Prophix Software, Imerco has shorten their budget cycle and can easily distribute reports.
Imerco
Prophix Cloud – Technical Factsheet
The Prophix Cloud is a Microsoft .NET web application based on ASP.NET MVC using RESTful APIs, and Microsoft SQL Server, with a browser-based user interface.
Prophix Cloud – Technical Factsheet
Financial Foresight
How modern finance practitioners can see the future
Organizations need to see what’s coming ahead of time and prepare appropriately, adapting recruitment, procurement and infrastructure investment. The only way to do this is to enhance the core foresight processes. Bring more and better data into models with this white paper.
Financial Foresight
Snyder’s-Lance
Snyder’s-Lance, Inc., a leading manufacturer & distributor of snack food products, was using three different Corporate Performance Management (CPM) solutions to complete separate tasks with different hierarchies and account structures. With Prophix, Snyder’s-Lance simplified their reporting & planning systems into one, adding consistency to their processes.
Snyder’s-Lance
Inter Cars
Inter Cars is one of the largest importers and distributors of automotive spare parts in Central and Eastern Europe. Their manual allocation and consolidation processes were time-consuming and complex. With Prophix, Inter Cars’ financial processes became more accurate and efficient.
Inter Cars
This Business Success Metric Eats Utilization For Breakfast in Service Firms
The old saying, “culture eats strategy for breakfast,” is one of those aphorisms that makes business managers roll their eyes. After all, in professional services don’t companies succeed by executing well planned utilization strategies? Keep your professionals fully utilized with billable work and you will make money.
This Business Success Metric Eats Utilization For Breakfast in Service Firms
The Prophix Pulse on Budgeting
The Prophix Survey is a general survey, intended to take the pulse of the finance executive community across North America, with questions on current accounting processes, software and future plans.
The Prophix Pulse on Budgeting
Accelerating Performance Through Better Forecasting
FORECASTING TODAY is much more than reviewing what was spent last year and making adjustments. Forecasting involves developing a thorough understanding of sales trends, personnel needs, revenue projections and other operational issues.
Accelerating Performance Through Better Forecasting
Future of Finance: Today's Reality (2017)
What does the future finance function look like? To answer that, we’ve gathered evidence
from major analyst firms, key influencers in the finance domain and professionals from
across the industry.
Future of Finance: Today's Reality (2017)
Creating Value with CPM
The world of management accountants is dramatically different today than in decades past. Because we live in volatile times where change and associated risk are constant, the potential impact of which can have material effect on long-term goals, there is little time for lengthy deliberation or guessing.
Creating Value with CPM
RACER Trust
Revitalizing Auto Communities Environmental Response Trust (RACER Trust) was formed to clean up and position for redevelopment the facilities formerly owned by General Motors Corp. before their 2009 bankruptcy.
RACER Trust
Budgeting without Spreadsheets
This ‘Action Paper’ is for financial professionals – in any industry – who need to reduce the time and effort involved in creating annual budgets.
Budgeting without Spreadsheets
FP&A Empowerment: Benchmarks, Challenges & Opportunities
Historically, FP&A has been viewed as a back-office function. A provider of historical data, it was often regarded as the “scorekeeper,” focused on producing routine management reports with limited forward-looking capability.
FP&A Empowerment: Benchmarks, Challenges & Opportunities
Visual Analytics
Prophix Visual Analytics makes working with data easier and more intuitive. With one click access and structured visual data discovery, uncover the value in your data, delivering much-needed context to make insightful business decisions.