Not For Distribution – Private and Confidential to Adaptive Planning and Client 1 The Global Leader in Cloud CPM FP&A Best Practices Review for GPUG Upstate New York Regional Chapter June 20, 2013

Not For Distribution – Private and Confidential to Adaptive Planning and Client 2 Lisa Torbin-Shaw, Sr. Solution Specialist, AP Tom Hartman, Regional Sales Manager, AP Intros

Not For Distribution – Private and Confidential to Adaptive Planning and Client 3 Introductions Best Practices Overview Adaptive Planning Demo Q & A Agenda

Not For Distribution – Private and Confidential to Adaptive Planning and Client 4 The New Standard for BI & CPM More Features o Expensive o Complex o Slow to Deploy o Hard to Use o IT-Intensive Easy to Use o Manual / Slow o Error Prone o Non-Collaborative o Doesn’t Scale o Not Secure LEGACY ON-PREMISE LOW-END TOOLS CLOUD SOLUTIONS Easy to Use Powerful Features Quick to Deploy No IT Required Collaborative Scalable Continuous Innovation

Not For Distribution – Private and Confidential to Adaptive Planning and Client 5 Cloud Lowers Total Cost of Ownership Software Licenses 9 % Hardware IT Personnel Maintenance Training Customization & Implementation 68 % Subscription Fee Customization Implementation & Training On-Premise SoftwareCloud Computing 43% 26% 14% 7%7% 1%1% 32% TCOTCO TCOTCO Source:Yankee Group DecisionNote Technology Analysis “Customers can spend up to four times the cost of their software license per year to own and manage their applications.” – Gartner “The End of Software” “Cloud computing yields substantial economies of scale and skill, and lowers total cost of ownership (TCO).” – The Hurwitz Group “The Compelling TCO Case for Cloud Computing” 77% less than On-Premise

Not For Distribution – Private and Confidential to Adaptive Planning and Client 6 Cloud Computing is Mainstream for Business Marketing Automation CRM, Sales Force Automation Signature Automation Human Capital Management Communication & Meetings Search Engine Marketing Sales & Use Tax Call Center Project Management Website Monitoring, Testing Fixed Asset, Equity Management ERP, Payroll, Banking

Not For Distribution – Private and Confidential to Adaptive Planning and Client 7 Sources: BPM Partners Pulse Customer Survey, Gartner 2013 CPM Study, Nucleus June 2013 Value Matrix #1 SATISFACTION AMONG ALL COMPREHENSIVE CPM & BI VENDORS (CPM Industry Expert) What Are The Analysts Saying? “STRONG CPM OFFERING FOR COMPANIES OF ALL SIZES” “HIGH LEVEL OF CUSTOMER SATISFACTION”

Not For Distribution – Private and Confidential to Adaptive Planning and Client 8 Source: BPM Partners 2012 Pulse Customer Survey IN OVERALL CUSTOMER SATISFACTION # 1 Product Quality # 1 Product Documentation # 1 Training # 1 Consulting # 1 Customer Communication # 1 Sales Process # 1 Price/Value # 1 Ease of Use # 1 Ease of Implementation # 1 Product Performance And in 10 KEY ATTRIBUTES (CPM Industry Expert) Detail from the Analysts

Not For Distribution – Private and Confidential to Adaptive Planning and Client 9 Quadrant Analysis “After years of incremental improvement in financial management, Corporate Performance Management is quickly transforming with increased enterprise application integration, greater business intelligence capabilities, improved ease of use and implementation, and a shift to cloud-based solutions and mobile clients. With this rapid transformation, Nucleus notes a shift where traditional vendors that do not follow these trends provide reduced value.”

Not For Distribution – Private and Confidential to Adaptive Planning and Client 10 Our cloud business analytics platform empowers finance & operational teams to transform business management by automating budgeting, forecasting, reporting, consolidations & analysis – resulting in improved productivity, lower costs & better business decisions. Global Leader in Cloud BI & CPM 1,600 customers 400 partners 90% growth 85 countries #1 satisfaction #5 Fast 500

Not For Distribution – Private and Confidential to Adaptive Planning and Client 11 1,600 Customers Worldwide ManufacturingHealthcareNon-Profit/Edu OtherConsumer Software Financial ServicesCommunications

Not For Distribution – Private and Confidential to Adaptive Planning and Client 12 For Administrators No programming or scripting Modeling flexibility Powerful administration (template mgt, permissions, audit) For Line Managers Intuitive navigation – Avoid click fatigue! Instantaneous updates to data Self-service reporting and analysis Adaptive Planning User Experience Critical Success Factors for CPM Business Users

Not For Distribution – Private and Confidential to Adaptive Planning and Client 13 Collaborative Planning, Reporting & Analysis Proven financial modeling engine, with all the elements required for planning and reporting Easy to use, intuitive interface familiar to any Excel user Drag-and-drop report builder provides self-service reporting for all business users Automatic integration of data from any enterprise system Intuitive modeling environment for ease of administration Decrease planning times, improve accuracy, reforecast more easily and frequently, and make faster, more informed, better decisions

Not For Distribution – Private and Confidential to Adaptive Planning and Client 14 Data Visualization & Analytics Intuitive, interactive dashboards tailored to each user’s role Data storytelling to explain what’s happening Tremendous and flexible options for drilling down and across data High-performance analytic engine Automated integration of high- volume operational data Drag-and-drop Visual Designer makes it easy to personalize dashboards Business users can jump in and analyze their own data, without relying on IT

Not For Distribution – Private and Confidential to Adaptive Planning and Client 15 Financial Consolidation Faster and more accurate and transparent close and report cycles Out of the box integration with CPM & BI Suite Intuitive definition of rules – designed for end users Presentation of data in ways expected by users Immediate results and validation – no waiting for jobs or processes Leading-edge Process Tracker for monitoring all CPM activities

Not For Distribution – Private and Confidential to Adaptive Planning and Client 16 Demo with Lisa