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CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Product Vendor

Board Management Intelligence Toolkit Board International

Budget Maestro Centage Corporation

Planning Maestro Centage Corporation

Clarity 6 Clarity Systems

DynacTools Dynac Inc.

Version Release date (mmm-yy) Contact Name Telephone E-mail Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based Annual Maintenance % Annual Maintenance Dollars Support included in maintenance fee SaaS (Software as a Service) based

7 Apr-09

v5.9

v.2.1

6.5 May-09

1.5 Jun-05

Ron Love 416 518 7299

Andrew McDonnell 508-948-0088

Andrew McDonnell 508-948-0088

Dave Paolini 6472421184

Gary MacFarlane 519.571.3254

rlove@cpmes.com www.board.com

sales@centage.com www.centage.com

sales@centage.com www.centage.com

dpaolini@claritysystem s.com www.claritysystems.co m

info@dynactools.ca www.dynactools.ca

$750 30 $22,500 1.00 $22,500 $45,000 20% $4,500 Yes

$1,999 5 $9,995 0.25 $2,499 $12,494 20% $1,999 Yes

$1,417 30 $42,510 0.25 $10,628 $53,138 20% $8,502 Yes

$2,500 10 $25,000 1.00 $25,000 $50,000 20% $5,000 Partly

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average annual fee / user Average no. of users Average annual fees Average implementation costs / average fees year one Average implementation costs Total SaaS based - 1st Year Support included in SaaS fee Applications Business intelligence Strategic planning Budgeting and Forecasting Consolidation Financial Reporting Scorecarding g Dashboard Profile World head office Canadian head office No. of customers - worldwide - all products No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2008 - CAD - all products (est.)

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

$999 5 $4,995 0.25 $1,249 $6,244 Yes

$899 30 $26,975 0.25 $6,743 $33,718 Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Third Party Yes Yes Yes Yes Yes Yes

Lugano, Switzerland Toronto - Business Partner 2,100 2,100 25 25 $27M

Natick, MA

Natick, MA

Toronto, ON Toronto, ON

Kitchener, ON Kitchener, ON 200+ 175

1,600 Private Private Private Private

1,600 Private Private Private Private

Revenue 2008 - CAD - this product (est.) Revenue 2007 - CAD - all products

$27M $23.5M

Private Private

Private Private

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Revenue 2007 - CAD - this product Target market Average revenue/customer (CAD) Average no. of employees/customer Industry classification based on The North American Industry Classification System (NAICS) see http://www.naics.com/info.htm#Structure for more about NAICS (approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining, Quarrying, and Oil and Gas Extraction 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information and Cultural Industries 52 Finance and insurance 53 Real estate and rental and leasing 54 Professional, scientific, and technical services 55 Management of companies and enterprises 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance

$23.5M

Private

Private

>$200M >500

$10M-$49M 10-49

$50M-$200M 100-499

>$200M >500

$50M-$200M 100-499

DynacTools is applicable to all industry classifications 2% 3% 3% 5% 15% 5% 10% 10% 5% 8% 2% 8% 5% 1% 2% 1% 1% 1% 5% 5% 20% 5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 10% 1% 1% 5% 5% 20% 5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 10% Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 10% 10% 60% 10% 10%

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product 71 Arts, entertainment and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Supported database (% of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro Progress MySQL

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

2% 2% 1% 10% 100%

1% 1% 5% 1% 100%

1% 1% 5% 1% 100%

Yes Yes Yes Yes 100%

25% 25% 1% 25% 2% 2% 10% 1% 4% 1% 1% 1%

Supported

Supported

Yes Yes Yes

Supported Supported Supported Supported Supported Supported Supported pp Supported Supported Supported Supported Supported

Other Total Supported networks (% of implementations) Microsoft Linux

2% 100% 100% 100% 100% Yes Yes

Supported

Supported Supported

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Unix AIX Novell Netware IBM AS/400 (OS/400) IBM S/390 Other Total Supported clients (% of implementations) Web based without Citrix or Terminal Services Windows Mac OS (without web browser) Other Total Primary development tools used to build application

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes

Supported Supported Supported Supported Supported Supported

100%

100%

20% 80%

Supported Supported Supported

Supported Supported Supported

Yes Yes No

0% 100% 0% 0% 100%

100% .NET (WPF & WCF) Visual Studio VB Visual Studio C sharp .net .NET

C#, Borland Delphi, VBA

Report writer used - which one(s)? Data Extract Transform Load (ETL) tools - which one(s)?

included included

no limitations Third Party

no limitations Third Party

DynacViews ODBC

Cubes supported - which one(s)?

MOLAP & ROLAP

Third Party

Third Party

Analysis Services, Essbase

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Existing integration to accounting and ERP systems - which systems?

SAP, Navision, JDE, MS Dynamics, Oracle

no limitations

no limitations

All leading ERP systems

All systems from Simply Accounting to SAP and everything in between

Existing integration to customer relationship management systems - which systems?

Siebel, Peoplesoft, SalesLogix

no limitations

no limitations

All leading CRM systems

Custom

Existing integration to payroll systems - which systems?

ADP, Paychex

no limitations

no limitations

All leading payroll systems

Custom

Existing integration to HRMS systems - which systems? Available from Application Service Provider Approx. no. of implementations 2-tier, 3-tier or n-tier architecture Metadata standard supported Maximum size of OLAP cube Generic Dashboard

Peoplesoft Yes 3-Tier no 10^30 combinations

no limitations Yes 2-Tier Third Party no limitations

no limitations Yes 2-Tier Third Party no limitations

All leading HRMS systems

Custom No

n-Tier No limit

2-Tier

Yes

Yes

Yes

Yes

Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Role specific Graphical Drill down to: Business Intelligence Consolidation Budgeting and forecasting Scorecarding Excel integration Formatting intact Formulas intact French version Screens Reports Documentation Business Intelligence Analytic functionality Bubble up exceptions Drill down Drill through to source data Ranking Sorting Restrict results by date range Includes dashboard Time trending (for example, over 12 months) Pareto filtering (automatically groups the categories that amount to less than 20% of a row or column total into "other") Calculations Counts Percentage of total

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No Yes No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Third Party Yes Yes Yes Yes No No No No No No

Yes Customization Yes Yes Yes Yes Yes Yes Yes

Yes No Yes Yes No Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Allocations Total and Sub-total Create OLAP cubes Data extraction and transformation tools Incremental extraction Impact analysis - objects impacted by change Can schedule process to run overnight Formatting By dimension By level By cell Zero-row suppression Conditional formatting by cell, e.g., highlight cells below threshold Returns text (e.g., if value > 90, returns "excellent") "e cellent") Metadata OLAP functionality Skip missing levels - support ragged dimensions Write back With audit trail Includes charting tools Access multiple cubes at a time Excel client Internet Explorer client Netscape client Firefox client Geographical representation Drag and drop Attach notes to cube

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Third Party Yes Yes

Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party

Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Attach notes to cells Attach files to cube Attach files to cells Password security By company By department or division By menu By function (view, add, change, delete) By dimension By level By cell Respect active directory authentication Respect database security Portal generation that includes HTML reports Report writer Web-based Generate cube Drag and drop WYSIWYG report design Technology API-enabled (SDK provided) Web-based (only need browser at client) For entire application Support for .NET web services Support for Java web services Transfer data to: Report writer Excel PivotTable HTML PDF

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Yes Partly Yes

Third Party Third Party Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No

Third Party Third Party Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes

Yes Yes Yes Yes

No Yes Yes Yes Yes

Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

10

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product PowerPoint XML Views Crosstabs Charts Both crosstabs and chart at the same time Work flow Alerts can be automatically triggered Consolidation Journal entries Manual Recurring Automated for currency translation gains/losses Automated for Intercompany eliminations p y Reclassification journal entry - EG used to generate cash flow report or balance sheet Intercompany processing Automated balancing Consolidation processor Consolidate actuals and budgets Consolidate statistical ledgers such as headcounts Incremental for entities that have changed Different fiscal periods Different fiscal calendars Short year-ends Multiple levels or tiers Automated Intercompany eliminations to first common parent Data collection

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes No

Yes Yes Yes Yes Yes Yes No

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

11

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Online over the internet Only a browser required (don't need Citrix or terminal services) Work offline and synchronize Parsing Mapping Wildcards Validation Can proceed or stop depending on variance Maintain status Approvals Escalations if late Intercompany eliminations Define intercompany accounts Automated eliminations Reporting tool to identify out of balance entities Foreign currency translation Support temporal method Multiple rate types Define which rate type by account Maintain rate schedule that can be shared across all legal entities Download daily rates automatically Methods: Proportional Equity Minority interest Wholly owned Multi tier consolidation

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

12

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product On-line review and approval of consolidation process at each tier Drill down to any tier Multiple ledgers Ownership Date sensitive ownership - for changes during the month Reorganizations Change account structure and replicate across system Revaluations Financial Reporting Analysis Codes Attach to accounts or g/l segments Can be used in any financial report for selection or ordering Results in home or reporting currency Rows can be defined Columns can be defined Cell Override Hierarchical reporting Multiple hierarchies Lead schedules Ready for external reporting Rounding to nearest 1000 and allocation of rounding error to specified financial statement line Trend analysis showing last 12 periods Exception reporting Highlight all accounts with a variance over a certain % or amount

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Not Applicable Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

13

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Consolidate Accounts Receivable subledger Compute Daily Sales Outstanding Eliminate intercompany accounts Budgeting Automatic % change of previous budget Automatic based on actual Excel like formulas Seasonality allocations Budgeting process Bottom up Top down Export to Excel Import from Excel Lockable Maintain explanation of budget variances Based on employee information in HR system Multiple Budgets Rolling budget Sign assumed What if analysis Ability to update assumptions which are used in the calculations Rollup forecast to budget Approval process Forecasting Quotes and their probability Outstanding orders Customer forecasts Historical trends

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Third Party Third Party Third Party

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

14

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average of 13 weeks volume Can apply factors such as seasonality Apply regression analysis Apply factors such as housing starts and market adjustment factor Ability to accept input from multiple users Approval process What if Analysis Scorecarding Support balanced scorecard methodology View by strategy map Colour codes to indicate problems Excel like formulas Trend analysis over 5 years Explanations for variances p

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes No Customization Yes Yes Yes

Name one to five unique or very important features of your product (limit of 200 characters)

Unique/important feature no.1

Ease of use - end users are able to create applications using 'Drag & Drop' functionality that removes the need to rely on IT for new reports and solutions

Easy to Use Budget Tool Perfect for the SMB Company

Easy to Use Budget Tool Perfect for the Mid Market Company

Clarity 6 is a single, unified Create Budgets and application all features are Forecasts (at the Account or available in one software SKU level with an optional product, one license, and one feature to drive MPS) in user interface in an easy-to- hours not weeks or months use application for admins complete with multi-user and end-users alike inputs

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

15

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Board Management Intelligence Toolkit

Centage Budget Maestro

Centage Planning Maestro

Clarity 6

DynacTools

Unique/important feature no.2

Dual Engine that support both MOLAP and ROLAP data - allowing organizations to integrate disparate data sources within Board, or to leverage existing datamarts and ODS

Pre-Packaged Integration to All Popular SMB & Mid Market General Ledgers

Clarity 6 is truly open software meaning it supports both OLAP databases (Essbase and Analysis Services) and relational Pre-Packaged Integration to databases (Oracle, DB2 and All Popular SMB & Mid SQL Server). Market General Ledgers

DynacViews provides full Actual vs. Budget with synchronization of row and column structure and dynamic filtering where reporting structure is user defined with a drag an drop interface called Dynac Account Manager

Unique/important feature no.3

All in One BI & CPM solution that supports all aspects of data integration to end user deliverables such as Analysis, Budgeting, Dashboarding, Forecasting

Built-in financial and business logic

Built-in financial and business logic

Clarity Systems scored the highest of all 10 vendors in Cognos / Hyperion like the planning and budgeting consolidation features at a solution category of the most fraction of the price recent Forrester Business dynamically linked to all ERP Performance Solutions Wave applications from Simply report Accounting to SAP

Unique/important feature no.4

Order-to-Cash and Purchase- Order-to-Cash and Purchaseto-Pay logic automates to-Pay logic automates Balance Sheet and Cash Balance Sheet and Cash Flow Flow Minimum to no IT resource Minimum to no IT resource required, Implements in a required, implements in a day hour

Unique/important feature no.5

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

16

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Exact Synergy Performance Suite Product Vendor Epicor Epicor Software Exact Software Noetix Solution Noetix Corporation Noetix Platform 5.6, NoetixViews 5.8.6, Noetix Dashboard 3.8, Noetix Generator Latest releases Sep. 08 Sept. 09 PROPHIX for SQL Server PROPHIX Software QlikView QlikTech, Inc.

Version Release date (mmm-yy) Contact Name Telephone E-mail Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based Annual Maintenance % Annual Maintenance Dollars Support included in maintenance fee SaaS (Software as a Service) based

9.04 Dec-08 Jun-09

5.1 May-09

9 Jun-09

Brendan Dorney 905-361-6469 info@epicor.com www.epicor.com

Sales 1-800-468-0834, ext. 2650 info@exactsoftware.ca www.exactamerica.com

Sally Hicks 425-372-2688

Susan Lawson (905) 279-8711 ext. 245

Neil Florio 888-828-9768

slawson@prophix.com sally.hicks@noetix.com www.prophix.com www.noetix.com www.qliktech.com infous@qliktech.com

$2,500 40 $100,000 0.75 $75,000 $175,000

$2,000 30 $60,000 0.75 $45,000 $105,000 20% $12,000 Yes

$1,350 50 $67,500 0.25 $16,875 $84,375 20% $13,500 Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

17

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average annual fee / user Average no. of users Average annual fees Average implementation costs / average fees year one Average implementation costs Total SaaS based - 1st Year Support included in SaaS fee Applications Business intelligence Strategic planning Budgeting and Forecasting Consolidation Financial Reporting Scorecarding g Dashboard Profile World head office Canadian head office No. of customers - worldwide - all products No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2008 - CAD - all products (est.)

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

$2,200 5 $11,000 0.50 $5,500 $16,500

Yes Third Party Third Party Yes Yes Third Party y Yes

Yes No Yes Yes Yes Yes Yes

Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Partly Yes Customization Yes

Irvine, CA, USA Mississauga, ON 22,000+ 8500+ 800+ 250+ 440M

Delft, The Netherlands

Redmond, WA, US

Mississauga, ON Mississauga, ON

Radnor, PA

1,400

1,550 300 160 16

12,500 12,500 120 120 $128M

Revenue 2008 - CAD - this product (est.) Revenue 2007 - CAD - all products

$200M $420M

$128M $86M

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

18

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Revenue 2007 - CAD - this product Target market Average revenue/customer (CAD) Average no. of employees/customer Industry classification based on The North American Industry Classification System (NAICS) see http://www.naics.com/info.htm#Structure for more about NAICS (approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining, Quarrying, and Oil and Gas Extraction 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information and Cultural Industries 52 Finance and insurance 53 Real estate and rental and leasing 54 Professional, scientific, and technical services 55 Management of companies and enterprises 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance

$180M

$86M

$50M-$200M 100-499

$50M-$200M >500

25 Mil. - 500 Mil. >500

$50M-$200M 100-499

3% 3% 2% 2% 43% 15% 10% 10% 0% 0% 0% 5% 0% 0% 0% 0%

1% 1%

2% 3% 2% 2%

66% 22% 2%

23% 5% 3% 3% 5% 10% 2% 10% 1%

5% 12%

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

19

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product 71 Arts, entertainment and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Supported database (% of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro Progress MySQL

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

0% 0% 7% 0% 100% 100% 8%

3% 3% 5% 1% 100%

70%

100%

10% 89% 1% Supported Supported Supported pp

Supported Supported Supported Supported Supported Supported Supported pp as long as it is ODBC compliant as long as it is ODBC compliant as long as it is ODBC compliant Supported as long as it is ODBC compliant

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes - HP NeoView and any ODBC compliant database

30%

Other Total Supported networks (% of implementations) Microsoft Linux 95% 2% 100% 50% 5% 100% 100% 100%

Pilot Software

Supported Supported

Yes Partial (Database)

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

20

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Unix AIX Novell Netware IBM AS/400 (OS/400) IBM S/390 Other Total Supported clients (% of implementations) Web based without Citrix or Terminal Services Windows Mac OS (without web browser) Other Total Primary development tools used to build application

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

3%

44% 1%

Supported Supported Supported Supported Supported

Partial (Database) Partial (Database) Partial (Database) Partial (Database) Partial (Database) Partial (Database)

100%

100%

100%

10% 90% 100%

10% 90% 0%

0% 0% 100%

Yes Yes No

100% C#, VB .NET

100% VB.net, ASP.net

100% C#, C++, SQL, PL/SQL, TSQL, Java Noetix WebQuery, Oracle Discoverer, Business Objects WebIntellignce, Cognos Report Studio, Oracle BI Answers Microsoft DTS, Informatica

100% Visual Basic, HTML, Active X Controls, XML

QlikView Developer

Report writer used - which one(s)? Data Extract Transform Load (ETL) tools - which one(s)?

Crystal Reports MS SQL 2005 & 2008 Analysis Server

Crystal, Own Own

Embedded in Product Embedded in Product

QlikView Developer QlikView Developer QlikView customers utilize ODBC to connect to and retrieve data from a wide range of OLAP data sources including Microsoft, SAP, Hyperion, Cognos, and BusinessObjects.

Cubes supported - which one(s)?

MS SQL 2005 & 2008 Analysis Server

Own, MS SQL

Pilot Software, Analysis Services

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

21

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Existing integration to accounting and ERP systems - which systems?

Epicor 9 & iScala

Globe

Oracle E-Business Suite, PeopleSoft Enterprise

no limitations

QlikView customers utilize ODBC to connect to and retrieve data from a wide range of applications including SAP, Oracle, Sage, Intentia, Baan, JD Edwards, Great Plains, Navision QlikView customers utilize ODBC to connect to and retrieve data from a wide range of CRM data sources including Sage, Lawson, Microsoft CRM, Salesforce, Peoplesoft QlikView customers utilize ODBC to connect to and retrieve data from payroll systems such as ADP QlikView customers utilize ODBC to connect to and retrieve data from a wide range of OLAP data sources including Stratum, JD Edwards, Peoplesoft, Agresso Yes Partner Implementations n-Tier Not Applicable No Limit

Existing integration to customer relationship management systems - which systems?

Epicor 9

Own, Exact Synergy

Oracle E-Business Suite, Siebel CRM

no limitations

Existing integration to payroll systems - which systems?

N/A

Oracle E-Business Suite

no limitations

Existing integration to HRMS systems - which systems? Available from Application Service Provider Approx. no. of implementations 2-tier, 3-tier or n-tier architecture Metadata standard supported Maximum size of OLAP cube Generic Dashboard Yes Yes 200 n-Tier Epicor Internal MS SQL 2005 or 2008 limit

Own, Exact Synergy No

Oracle E-Business Suite, PeopleSoft Enterprise Yes n-Tier

no limitations No 3-Tier unlimited

XML

Yes

Yes

Yes

Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

22

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Role specific Graphical Drill down to: Business Intelligence Consolidation Budgeting and forecasting Scorecarding Excel integration Formatting intact Formulas intact French version Screens Reports Documentation Business Intelligence Analytic functionality Bubble up exceptions Drill down Drill through to source data Ranking Sorting Restrict results by date range Includes dashboard Time trending (for example, over 12 months) Pareto filtering (automatically groups the categories that amount to less than 20% of a row or column total into "other") Calculations Counts Percentage of total

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes Yes Yes Third Party Third Party Yes Partly Partly Yes Yes Yes Yes

Customization Yes Yes Yes Yes Yes Yes Yes Yes Not Applicable Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No

Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Partly Yes Yes Yes Yes Yes

Yes Customization Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Partly

Yes Yes Yes Yes

Customization Yes Yes Yes

Yes Yes Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

23

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Allocations Total and Sub-total Create OLAP cubes Data extraction and transformation tools Incremental extraction Impact analysis - objects impacted by change Can schedule process to run overnight Formatting By dimension By level By cell Zero-row suppression Conditional formatting by cell, e.g., highlight cells below threshold Returns text (e.g., if value > 90, returns "excellent") "e cellent") Metadata OLAP functionality Skip missing levels - support ragged dimensions Write back With audit trail Includes charting tools Access multiple cubes at a time Excel client Internet Explorer client Netscape client Firefox client Geographical representation Drag and drop Attach notes to cube

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Partl Yes Yes Future Date No No Yes Yes Yes Yes Yes Yes Customization Yes Partly

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes No Future Date Yes Yes Yes

Partly Yes Customization Yes Yes No Yes No No Yes No No Yes Yes No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

24

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Attach notes to cells Attach files to cube Attach files to cells Password security By company By department or division By menu By function (view, add, change, delete) By dimension By level By cell Respect active directory authentication Respect database security Portal generation that includes HTML reports Report writer Web-based Generate cube Drag and drop WYSIWYG report design Technology API-enabled (SDK provided) Web-based (only need browser at client) For entire application Support for .NET web services Support for Java web services Transfer data to: Report writer Excel PivotTable HTML PDF

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Partly No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes No Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No Yes Yes Yes Yes No No Yes Yes Yes No Yes Partly Yes Yes No Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Future Date Yes Yes Yes No Yes Yes Future Date Yes Yes

Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Customization Yes Yes Not Applicable Yes Yes Yes Yes No Yes Yes Future Date Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

25

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product PowerPoint XML Views Crosstabs Charts Both crosstabs and chart at the same time Work flow Alerts can be automatically triggered Consolidation Journal entries Manual Recurring Automated for currency translation gains/losses Automated for Intercompany eliminations p y Reclassification journal entry - EG used to generate cash flow report or balance sheet Intercompany processing Automated balancing Consolidation processor Consolidate actuals and budgets Consolidate statistical ledgers such as headcounts Incremental for entities that have changed Different fiscal periods Different fiscal calendars Short year-ends Multiple levels or tiers Automated Intercompany eliminations to first common parent Data collection

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes No

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

No

Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Not Applicable Not Applicable Not Applicable pp No Yes No Yes Yes Yes Yes Yes Yes Yes Yes No Yes

No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable pp Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Yes Yes Not Applicable Not Applicable Not Applicable Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

26

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Online over the internet Only a browser required (don't need Citrix or terminal services) Work offline and synchronize Parsing Mapping Wildcards Validation Can proceed or stop depending on variance Maintain status Approvals Escalations if late Intercompany eliminations Define intercompany accounts Automated eliminations Reporting tool to identify out of balance entities Foreign currency translation Support temporal method Multiple rate types Define which rate type by account Maintain rate schedule that can be shared across all legal entities Download daily rates automatically Methods: Proportional Equity Minority interest Wholly owned Multi tier consolidation

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes No No Yes Yes Yes Partly Yes Yes Yes Partly Yes Partly Yes Yes Yes Yes Yes Partly Customization Yes Partly No Yes Yes

No No No No No No No No No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Future Date Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Partly Partly Partly Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Yes Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

27

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product On-line review and approval of consolidation process at each tier Drill down to any tier Multiple ledgers Ownership Date sensitive ownership - for changes during the month Reorganizations Change account structure and replicate across system Revaluations Financial Reporting Analysis Codes Attach to accounts or g/l segments Can be used in any financial report for selection or ordering Results in home or reporting currency Rows can be defined Columns can be defined Cell Override Hierarchical reporting Multiple hierarchies Lead schedules Ready for external reporting Rounding to nearest 1000 and allocation of rounding error to specified financial statement line Trend analysis showing last 12 periods Exception reporting Highlight all accounts with a variance over a certain % or amount

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Partly Yes No Partly

No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes

Not Applicable Not Applicable No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Yes Partly Yes Yes

Yes Yes Yes Yes

Partly Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

28

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Consolidate Accounts Receivable subledger Compute Daily Sales Outstanding Eliminate intercompany accounts Budgeting Automatic % change of previous budget Automatic based on actual Excel like formulas Seasonality allocations Budgeting process Bottom up Top down Export to Excel Import from Excel Lockable Maintain explanation of budget variances Based on employee information in HR system Multiple Budgets Rolling budget Sign assumed What if analysis Ability to update assumptions which are used in the calculations Rollup forecast to budget Approval process Forecasting Quotes and their probability Outstanding orders Customer forecasts Historical trends

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Yes Yes Yes

Yes Yes Yes No

Yes Yes Yes

Yes Yes Not Applicable

Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party Third Party

Yes

Yes Yes Yes Yes Yes

Partly Partly Yes Yes Partly Partly Yes Yes Yes No Yes Yes Yes No Yes Yes Yes Third Party

Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Customization No Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes

Third Party Third Party Third Party Third Party

Yes Yes Yes Customization

Yes Yes Yes

No No Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

29

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average of 13 weeks volume Can apply factors such as seasonality Apply regression analysis Apply factors such as housing starts and market adjustment factor Ability to accept input from multiple users Approval process What if Analysis Scorecarding Support balanced scorecard methodology View by strategy map Colour codes to indicate problems Excel like formulas Trend analysis over 5 years Explanations for variances p

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Third Party Third Party Third Party Third Party Third Party Third Party Third Party

No No No No No Yes Customization

Partly Customization

Yes Yes No

Yes Yes No Yes No No Yes

No Not Applicable No No No

Yes Yes Yes Yes

Third Party Third Party Third Party Third Party Third Party Third Party y

Yes No Yes Partly Yes Yes

Partly Partly Yes Yes Yes Yes

Customization Customization Customization Yes Yes Yes

Name one to five unique or very important features of your product (limit of 200 characters) PROPHIX Financial Controller streamlines consolidation cycles to bring speed and internal control to the process of closing the books, and improve the accuracy of consolidated financial information.

Unique/important feature no.1

True SOA (ServiceOriented Architecture)

Ability to consolidated views from multiple data sources

Upgrade protection to CRM/ERP - Noetix shields reports through application upgrades

In memory data model for high performance, ad-hoc analysis,

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

30

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

Epicor

Exact Synergy Performance Suite

Noetix Solution

PROPHIX for SQL Server

QlikView

Unique/important feature no.2

Broad and deep industryspecific functionality

Automatic content generation PROPHIX SmartSwap is a - Noetix MetaBuilder quick adjustment tool that proprietary technology that permits power users to reRole-based performance, 'crawls' an organization's allocate and log debits or ability to present data and customized configuration, credits from one account to workflows from different roles automatically discovering and another to permit a faster or personas producing metadata monthly close.

Single platform for development, reporting, end user and enterprise deployment

Unique/important feature no.3

Direct implementation and support model

PROPHIX InfoFlex is a powerful data manipulation Unmatched ease of use training, tool for transforming data. data requires little or no training users are able to easily Users can copy or move access data, create custom data, allocate existing data, Ability to select any One app that supports up to reports and securely share increase by a %, or forecast dimension, presentation of 40 different languages within information with other internal based on YTD data or included and excluded based same database and external users assumptions. on each selection

Unique/important feature no.4

Unique/important feature no.5

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

31

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Product Vendor

SAP BusinessObjects Explorer SAP

SAS Business Intelligence and Financial Intelligence Solutions SAS

Version Release date (mmm-yy) Contact Name Telephone E-mail Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based Annual Maintenance % Annual Maintenance Dollars Support included in maintenance fee SaaS (Software as a Service) based

XI 3.1 May-09

SAS 9.2 Apr-09

Tom Acorn (416) 228 2828

Michael Turney 416 307 4597

tom.acorn@sap.com www.sap.ca, www.sap.com

michael.turney@sas.co m www.sas.com

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

32

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average annual fee / user Average no. of users Average annual fees Average implementation costs / average fees year one Average implementation costs Total SaaS based - 1st Year Support included in SaaS fee Applications Business intelligence Strategic planning Budgeting and Forecasting Consolidation Financial Reporting Scorecarding g Dashboard Profile World head office Canadian head office No. of customers - worldwide - all products No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2008 - CAD - all products (est.)

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes No No No No No No

Yes Yes Yes Yes Yes Yes Yes

Walldorf, Germany Toronto, ON 89,000 1,200 377.42M Euros

Cary, NC, USA 280 King Street East, Toronto, ON 44,000 700 45 $2.51B As a privately held company we do not report product revenue $2.15 Billion

Revenue 2008 - CAD - this product (est.) Revenue 2007 - CAD - all products

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

33

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Revenue 2007 - CAD - this product Target market Average revenue/customer (CAD) Average no. of employees/customer Industry classification based on The North American Industry Classification System (NAICS) see http://www.naics.com/info.htm#Structure for more about NAICS (approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining, Quarrying, and Oil and Gas Extraction 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information and Cultural Industries 52 Finance and insurance 53 Real estate and rental and leasing 54 Professional, scientific, and technical services 55 Management of companies and enterprises 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

As a privately held company we do not report product revenue

>$200M 100-499

1% 10% 12% 1% 10% 2% 1% 20% 1% 2% 6%

9% 5%

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

34

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product 71 Arts, entertainment and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Supported database (% of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro Progress MySQL

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes 2% 2% 16% 100%

Yes Yes Yes Yes Yes Yes Yes

Supported Supported Supported Supported Supported Supported Supported pp Supported Supported

Yes

Supported Supported

Yes

Supported

Other Total Supported networks (% of implementations) Microsoft Linux

Yes

Yes Yes

Supported Supported

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

35

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Unix AIX Novell Netware IBM AS/400 (OS/400) IBM S/390 Other Total Supported clients (% of implementations) Web based without Citrix or Terminal Services Windows Mac OS (without web browser) Other Total Primary development tools used to build application

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Supported Supported Supported Supported

100%

30% 70% 0% 0%

100% Java, C++

100% SAS AppDev Studio SAS Web Report Studio, SAS Enterprise Guide - part of SAS Enterprise BI Server; SAS Financial Management; Add-in for Microsoft Office

Report writer used - which one(s)? Data Extract Transform Load (ETL) tools - which one(s)?

SAP BusinessObjects Data Integrator

SAS Data Integration Studio

Cubes supported - which one(s)?

SAP NetWeaver

OLAP sources include Microsoft Analysis Services, SAP BW, and SAS' OLAP engine

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

36

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Existing integration to accounting and ERP systems - which systems?

SAP, Oracle

Oracle, PeopleSoft, SAP, Siebel

Existing integration to customer relationship management systems - which systems?

SAP, Oracle

Siebel Integration with most 3rd Party systems can be enabled with SAS Data Integration Studio

Existing integration to payroll systems - which systems?

SAP, Oracle/Peoplesoft

Existing integration to HRMS systems - which systems? Available from Application Service Provider Approx. no. of implementations 2-tier, 3-tier or n-tier architecture Metadata standard supported Maximum size of OLAP cube Generic Dashboard

SAP, Oracle/Peoplesoft

Integration with most 3rd Party systems can be enabled with SAS Data Integration Studio Yes n-Tier

CWM no limit

CWM, XML No limit

Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

37

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Role specific Graphical Drill down to: Business Intelligence Consolidation Budgeting and forecasting Scorecarding Excel integration Formatting intact Formulas intact French version Screens Reports Documentation Business Intelligence Analytic functionality Bubble up exceptions Drill down Drill through to source data Ranking Sorting Restrict results by date range Includes dashboard Time trending (for example, over 12 months) Pareto filtering (automatically groups the categories that amount to less than 20% of a row or column total into "other") Calculations Counts Percentage of total

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

38

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Allocations Total and Sub-total Create OLAP cubes Data extraction and transformation tools Incremental extraction Impact analysis - objects impacted by change Can schedule process to run overnight Formatting By dimension By level By cell Zero-row suppression Conditional formatting by cell, e.g., highlight cells below threshold Returns text (e.g., if value > 90, returns "excellent") "e cellent") Metadata OLAP functionality Skip missing levels - support ragged dimensions Write back With audit trail Includes charting tools Access multiple cubes at a time Excel client Internet Explorer client Netscape client Firefox client Geographical representation Drag and drop Attach notes to cube

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

39

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Attach notes to cells Attach files to cube Attach files to cells Password security By company By department or division By menu By function (view, add, change, delete) By dimension By level By cell Respect active directory authentication Respect database security Portal generation that includes HTML reports Report writer Web-based Generate cube Drag and drop WYSIWYG report design Technology API-enabled (SDK provided) Web-based (only need browser at client) For entire application Support for .NET web services Support for Java web services Transfer data to: Report writer Excel PivotTable HTML PDF

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

40

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product PowerPoint XML Views Crosstabs Charts Both crosstabs and chart at the same time Work flow Alerts can be automatically triggered Consolidation Journal entries Manual Recurring Automated for currency translation gains/losses Automated for Intercompany eliminations p y Reclassification journal entry - EG used to generate cash flow report or balance sheet Intercompany processing Automated balancing Consolidation processor Consolidate actuals and budgets Consolidate statistical ledgers such as headcounts Incremental for entities that have changed Different fiscal periods Different fiscal calendars Short year-ends Multiple levels or tiers Automated Intercompany eliminations to first common parent Data collection

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

41

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Online over the internet Only a browser required (don't need Citrix or terminal services) Work offline and synchronize Parsing Mapping Wildcards Validation Can proceed or stop depending on variance Maintain status Approvals Escalations if late Intercompany eliminations Define intercompany accounts Automated eliminations Reporting tool to identify out of balance entities Foreign currency translation Support temporal method Multiple rate types Define which rate type by account Maintain rate schedule that can be shared across all legal entities Download daily rates automatically Methods: Proportional Equity Minority interest Wholly owned Multi tier consolidation

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

42

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product On-line review and approval of consolidation process at each tier Drill down to any tier Multiple ledgers Ownership Date sensitive ownership - for changes during the month Reorganizations Change account structure and replicate across system Revaluations Financial Reporting Analysis Codes Attach to accounts or g/l segments Can be used in any financial report for selection or ordering Results in home or reporting currency Rows can be defined Columns can be defined Cell Override Hierarchical reporting Multiple hierarchies Lead schedules Ready for external reporting Rounding to nearest 1000 and allocation of rounding error to specified financial statement line Trend analysis showing last 12 periods Exception reporting Highlight all accounts with a variance over a certain % or amount

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

43

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Consolidate Accounts Receivable subledger Compute Daily Sales Outstanding Eliminate intercompany accounts Budgeting Automatic % change of previous budget Automatic based on actual Excel like formulas Seasonality allocations Budgeting process Bottom up Top down Export to Excel Import from Excel Lockable Maintain explanation of budget variances Based on employee information in HR system Multiple Budgets Rolling budget Sign assumed What if analysis Ability to update assumptions which are used in the calculations Rollup forecast to budget Approval process Forecasting Quotes and their probability Outstanding orders Customer forecasts Historical trends

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

44

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product Average of 13 weeks volume Can apply factors such as seasonality Apply regression analysis Apply factors such as housing starts and market adjustment factor Ability to accept input from multiple users Approval process What if Analysis Scorecarding Support balanced scorecard methodology View by strategy map Colour codes to indicate problems Excel like formulas Trend analysis over 5 years Explanations for variances p

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Name one to five unique or very important features of your product (limit of 200 characters) Search across all data sources - Users enter simple search keywords to find relevant information instantly from across all of their data Real Time consolidation sources. No previous integration with advanced knowledge about what data analytics such as forecasting, exists or where to find it is operations research, and needed. data mining

Unique/important feature no.1

Prepared by 180 Systems

CAmagazine 2009 Corporate Performance Management / Business Intelligence Survey

45

Question - Highlighted questions indicate a difference from the previous year: Additions Changes Product

SAP BusinessObjects Explorer

SAS Business Intelligence and Financial Intelligence Solutions

Unique/important feature no.2

Contextual exploration with automated relevancy and chart generation - The solution presents most relevant search result first, complements it with additional contextually relevant details, and automatically generates the Complete integration of CPM chart that best represents components through this information. The common SAS 9 Platform experience is as easy as (including analytical human browsing an online store. capital mgmt) High performance and scalability The solution delivers the high performance and scalability needed to enable nearinstantaneous speeds for immediate answers across very large data sets.

Unique/important feature no.3

Capacity to incorporate data to measure and optimize Carbon Footprint / Offsetting

Unique/important feature no.4

Unique/important feature no.5

Prepared by 180 Systems