Workshops and Training Sessions

The Power of Workflow: Best Practices
PROPHIX's integrated workflow system supports the entire finance lifecycle. Learn how to streamline your budgeting and planning process using Workflow and integrating Sharepoint. Set up Workflow for various processes including budgeting, reporting, consolidation and find out how to include offline contributors.

Calculation and Best Practices on Effective Modeling This workshop will significantly improve the power of your models by learning best practices on top 10 tips and tricks and calculations such as Procedural Calculations, account calculations, template based calculation plus many more.

Why PROPHIX 10?
This workshop is designed for PROPHIX Enterprise customers to learn and understand the benefits of PROPHIX 10. Certain features, functionality and enhancements will be presented to show why PROPHIX 10 will augment the customers ability to plan, report and analyze information in the most effective manner.

Personnel Planning and Beyond Using Resource Planning This is a must attend session and is intended for PROPHIX 10 customers. The session will include a presentation on our NEW Resource Planning tool and its benefits.

PROPHIX Data Visualization
Learn the benefits on how to produce stunningly visual representations of your corporate data and share the data across your organization in PROPHIX 10.

Forecasting in PROPHIX Enterprise
This workshop is intended for PROPHIX Enterprise users who would like to learn about forecasting based on drivers, multi-year planning and monthly re-forecasts.

Collaboration via SharePoint: Fully Leveraging the Best Technology for CPM
This is a must attend session for PROPHIX 10 users. PROPHIX Extensions for Microsoft SharePoint® enhance collaboration in planning and visibility of company performance through a readily accessible portal. Learn how to integrate PROPHIX report publishing, budget data entry, workflow collaboration, and help align KPIs and strategic objectives.

Financial Consolidations
PROPHIX 10 can help reduce the consolidation effort with advanced functionality through integration of data. Learn how Financial consolidations and regulatory reporting can streamline and add value to your existing process and systems.

Migrating to PROPHIX 10
This must attend session is intended for current PROPHIX Enterprise customers who are considering migrating to PROPHIX 10. The session will give an overview of the differences between the two solutions, and highlight the benefits of migrating to PROPHIX 10. Take advantage of the advanced functionality.

Advanced Self-Service Reporting and Analytics
PROPHIX 10 customers can receive an in-depth overview of all the reporting capabilities of PROPHIX 10 including financial reporting, budget reporting, management-style reporting, variance analysis and ad-hoc reporting. Learn how to use dynamic reporting capabilities, create report binders, and perform double-down reporting.

Advanced Usages: Revenue, Operations, Demand Planning
Attend this workshop and find out how to model and plan your revenue and operations. Also learn how to plan for future demand in items such as products.

PROPHIX Data Entry and Workflow
This workshop is intended for PROPHIX Enterprise customers. Learn how to consolidate and make your budget cycle efficient by bringing in multiple users into the process.

Migrating from PROPHIX for SQL Server to PROPHIX 10
This must attend session is intended for current PROPHIX for SQL Server customers who are considering migrating to PROPHIX 10. The session will give an overview of the differences between the two solutions, and highlight the benefits of migrating to PROPHIX 10. Take advantage of the advanced functionality.

PROPHIX Dashboards and Scorecards
PROPHIX Enterprise customer will learn how to create dashboards and scorecards for visual representations of their key performance indicators. Scorecards and dashboards can give you at-a-glance insight into what is happening with your individual, group, or organizational performance. Scorecards are a representation of your company's strategy. They provide a rich visual environment that organizes all the KPIs against organizational objectives and strategy, showing current status, plans, and trends. Scorecards help align everyone in your organization to goals and objectives.

Infoflex in PROPHIX 10
Use data manipulation capabilities to solve common business problems such as allocations, eliminations, consolidations, scenario planning and other mass data manipulation challenges. PROPHIX 10 users will learn how to create a baseline budget, combine actuals and forecast and increase/decrease assumptions based on prior years.

PROPHIX Enterprise Training
The top priority of this course is to provide full value to our Enterprise Customers. Our customers are experienced and long-term users that are using PROPHIX Enterprise which is a mature and diversely rich product that provides great features and functionality. To fully maximize the customer experience of PROPHIX Enterprise, the following topics will be covered:

1. Model Design/Building
2. Importing Financial Data
3. Viewing Transactional Financial Detail
4. Data entry via Workflow
5. PROPHIX Personnel Planning (P3)
6. Advanced OLAP Reporting

8 CPE Credits

Intended Audience: Enterprise Administrators, Enterprise Non-Administrative Users (Workflow, email, reporting users).

PROPHIX 10 Fundamentals Training
The PROPHIX 10 Fundamentals course is designed to introduce new and existing users to all aspects needed to build, maintain and use a PROPHIX 10 model. Upon completion of this course, customers will have the necessary foundation skills to operate and manage a PROPHIX model on a frequent basis. Core concepts of cube building, data importing, dimension setup, formulas as well as core end user functionality are taught. The following topics will be covered:

1. Cube Building/Cube Navigation
2. Dimensional Import
3. Data Import
4. Account Formulas
5. Ad Hoc Analysis
6. Budgeting Tools (Delta analysis, line items details, comments)
7. Report Building
8. Security

12 CPE Credits

Intended Audience: PROPHIX 10 Global and Model Administrators

PROPHIX 10 Advanced Training
The objective of PROPHIX 10 Advanced course is allow existing PROPHIX users to enhance their PROPHIX skills into becoming power users. Through interactive discussions, customers will learn about best practices for model development. The following topics will be covered:

1. Alternate Hierarchies
2. Relational Data Views for Drill Across
3. Smart Portal
4. Advanced Named Sets: Top 10
5. Business Process Manager: Infoflex, Allocations, Re-forecasting
6. SharePoint Integration with Workflow
7. Report Binder and Distribution
8. Workflow Design
9. Advanced Report Building
10. Offline Template Design

12 CPE Credits

Intended Audience: PROPHIX 10 Advanced Administrators