Carpio Solutions is a global software company that offers the GesFinTM suite to help customers maximize financial and operational performance. Headquartered in North Carolina with offices in Latin America and Europe, Carpio has over 100 employees and partners with MicroStrategy. The document discusses how the traditional finance role is changing to focus more on strategic planning, predictive analytics, and high-value activities rather than manual tasks. It promotes GesFinTM and its integration with MicroStrategy as providing tools to help companies anticipate needs, allocate resources better, and support high performance. Case studies show how GesFinTM helped companies improve planning, collaboration, and decision making.
How Professional Services Organizations Can Improve
Carpio - Evento MicroStrategy São Paulo
1. São Paulo, August 25th, 2009 Antonio Dutra Jr. – Director of Software Solutions The New Finance Rule
2. Who are we? Carpio Solutions is a Global Company of Software and Services designed to help customers to maximize their financial and operational performance using the Suite GesFinTM for Comprehensive Performance Management. Global Partner MicroStrategy Microsoft GOLD Certified Partner SAP Certified ISV for Planning Solutions
3. Overview of the Company • Founded in June 2007 • Through the: Acquisition of GesFin, a software planning company, and Aleriant, TI services company. • By Palladium Equity (NY). • Global Management Team • +100 employees and growing Global Presence HQ: Research Triangle Park, NC Mexico City,Mexico Panama City, Panama Buenos Aires, Argentina São Paulo, Brazil Florianópolis,Brazil Porto Alegre, Brazil In 2009 Europe/Spain
10. Working with a Global Sales Force and Network Partners MicroStrategy
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12. Reflection Once, a student asked a teacher whythe questions on this year exam paper were the same as last year... Yes,replied the professor... The questions are exactly the same. What you should know is that the answers have changed. Albert Einstein
34. A New Finance View Create time/Reduce Costs adapting your operational processes. Create more capacity for performance, atracct the best professionals and offer to them a great place to work. Provide agility to the business with using new tools that have predictive capacity. Reduce losses through better decisions for investments. 5. Support the culture of high performance through appropriate and fair metrics. 6. Be recognized as a collaborator of high added value that provides useful and reliable information.
51. GesFin Case #1 ANGELONI BACKGROUND •Retail:Supermarket, Pharmacies and Gas Station • 6,000 employees • 1.8 millon customers per month CHALLENGES • Improve the data accuracy, reducing of turnaround planning time and extend the collaboration of all in the process • Get involvement of key stakeholders in the planning process KEY PURCHASE CRITERIA • Web-Based delivery without TI support • Easy of use e intuitive navigation for low-skilled users • Rapid Implementation • LowTCO – Total Cost of Ownership RESULTS • 90 days project • Managers heads their own plans • Improve Collaboration • Improve ability to model new scenarios and simulations “ Our users adopted the GesFin right from the start because the easy of use. The GesFinTM solution was completely implemented in 90 days and fully integrated with our ERP. ” - Clementino Bolan Filho, CFO
52. GesFin Case #2 TOTALCOM GROUP BACKGROUND •Services:Largest LATAM Advertinsing Firm • Branches over 16 Countries • Multiple Companies CHALLENGES • Improve automatic consolidation • Replace massive use of interlinked Excel • Involve BU heads in process • Difficult to change structures of Planning • Limited IT availability KEY PURCHASE CRITERIA • Integrate with many different ERP Systems • Low IT support to implement • Heavy Workflow Functionality • Easy creation of multiple scenarios RESULTS • Deployed to all branches • Modeling Financial and Operational • Improve Collaboration • Increase Planning efficiency • Finance in control, not IT “We evalueted many products, and in the end, we selected the GesFinTM Solution because we believed it was the most user friendly for our business. We are extremely satisfied with the results of the implementation, which has helped us improve our financial planning process.” - Jamila Srikhi, Planning and Financial Manager
58. Briefly, we were talking about: Planningthe future of the company, Known exactly what’s happening, Beingproactiverather than reactive, Take corrective or preemptive actions and Running your business better!
59. Thank you ! Antonio Dutra Jr. - adutra@carpio.com Director of Software Solutions