1. Planned Parenthood of Los Angeles – Prophix story
Situation:
Company background: Planned Parenthood Los Angeles is the largest provider of reproductive health care services in Los Angeles County. We provide health services to more than 140,000 women, men and teens in Los Angeles County each year, 94% of whom come to us for family planning services, and 78% of whom are at or below the federal poverty level.
Website:
Operating since: 1925
Head office: Los Angeles, CA
Annual revenue: $43 million
Number of employees: 200 (approximately)
G/L or ERP: Microsoft Dynamics GP
Business issue(s):
Too many errors in budget from reliance on Excel
Want to reforecast each month and be able to deliver a top-down forecast
Want to develop activity-based costing / cost accounting / allocations
Replacing Microsoft FRx Reporter and Microsoft Forecaster

2. Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation YES
Implementation date: Q1 2014
☐ Preexisting customer
Original implementation date: ________________
☐ Existing customer, upgrading
Industry (choose all that apply)
☐ Agriculture, forestry, and fishing
☐ Professional services
☐ Financial services
☐ Retail
☐ Wholesale and distribution
☐ Telecommunications
☐ Healthcare YES
☐ Utilities
☐ Education
☐ Architecture, engineering, and construction
☐ Life science
☐ Transportation and logistics
☐ Manufacturing
☐ High tech
☐ Media and entertainment
☐ Government
☐ Non-profit YES (charities and philanthropic)

3. Supporting data: Solutions Capabilities ☐ Budgeting YES
☐ Automation YES
☐ Forecasting YES
☐ Prophix Mobile
☐ Reporting YES
☐ Data integration YES
☐ Strategic planning
☐ Business modeling YES
☐ Financial consolidation
☐ Microsoft platform integration YES
☐ Analysis YES
☐ Role-based security YES
☐ Profitability analysis
☐ Collaboration
☐ Personnel planning
☐ Flexible deployment
☐ Project planning
☐ Ad hoc reporting and visualization
☐ Revenue planning
☐ Capital expenditures planning YES (via cost accounting)
☐ Reporting and analytics
(dashboards and scorecards)