Customer Empowerment Webinar Series | Prophix
ALL ABOUT DETAILED PLANNING MANAGER
TUESDAY, JANUARY 31

Did you know? Before Detailed Planning Manager (DPM) was rebuilt to incorporate additional functionality, it was called Prophix for Personnel Planning (aka P3). This webinar will get back to the basics of DPM in a simplified model for Personnel Planning.

We’ll cover the different types of calculations and what they do (including non-Personnel functions) and some of the common questions that come up in our DPM implementations. This webinar is targeted to beginners with Prophix’s DPM application, or can be used as a refresher for those who already have DPM experience.

View Slidedeck | View Q&A

View recording
PERFORMANCE OPTIMIZATION/ MODEL MAINTENANCE
TUESDAY, FEBRUARY 28

It's time to tune up your Prophix model for 2017!
Learn some best practices for maintaining and improving the performance of your Prophix model. Some topics will include:

• Maintaining the Version dimension
• Reduce the size of the Fact Table
• Using Named Sets for data entry security
• Analyzing & optimizing the account dimension

View Slidedeck | View Q&A

View recording
FORECASTING
WEDNESDAY, MARCH 29

Join seasoned Prophix consultants to learn what tools you have at your disposal when preparing for budget season. The emphasis will be placed on exploring the different methods of version management and how conditions can be used to drive scenarios.

Some of the other areas that we will cover include:

  • How to create your initial forecast version with different combinations of budget and actual data.
  • Using info-flex to manipulate your budget for what if scenario analysis.
  • Overall version dimension management.

View Slidedeck | View Q&A

View recording
DATA INTEGRATION
WEDNESDAY, APRIL 26

Are you up to your eyeballs in data? Do you feel overwhelmed by the time and effort required to extract the information you need?

Let Prophix help and organize your data for you. We have the expertise on data integrations and welcome you to a preview of what our ODBC integrations can do for you.

View Slidedeck

View recording
STUMP THE CONSULTANT
WEDNESDAY, MAY 31

Here is your opportunity to have your product questions answered by our expert Prophix consultants – or sit back and hear what other customers have to say.

Some questions that customers may ask:

  • I have a lot of users in my workflow. How can I make it easier to manage all the tasks in my workflow?
  • Is it possible to share reports with only some users?
  • How do I create a top 10 list in Prophix (e.g. top 10 customers)?
  • Can you show me a couple of tricks to make my reports more dynamic?

View Slidedeck | View Q&A

View recording
WHAT'S NEW IN PROHIX VERSION 12 UPDATE 5
WEDNESDAY, JUNE 28

This session will be an in-depth walk through of What's New in Prophix Version 12, Update 5. We will focus on the new Web Client Template Studio and new dashboard chart styles. Through building a template in the web client we will highlight:

  • The fresh new user interface and experience
  • New enhancements and features in Template Studio web client
  • Differences between Smart client and Web client Template Studio.
We will also be setting up examples of our new Bullet and Funnel chart styles in a dashboard.

View Slidedeck | View Q&A

View recording
DASHBOARDS
WEDNESDAY, JULY 26

In this session you’ll learn how to easily create dashboards using the Dashboard Studio where you’ll have access to details of summary data to gain more insights. We’ll highlight:

  • Easily assign a start-up dashboard to individual users and groups, ensuring everyone gets exactly the information they need for their roles
  • Create interactive charts and graphical representations of information required to answer your complex business questions.
  • Analyze and surface key reports and plan data via visualizations.

View Slidedeck | View Q&A

View recording
ALL ABOUT WORKFLOW
WEDNESDAY, AUGUST 30

This webinar will provide an overview of Workflow Manager and the potential benefits when used to manage the budget cycle. The webinar will discuss the functionality and will feature a demonstration of how to submit, approve, and reject tasks.

View Slidedeck | View Q&A

View recording
HARNESSING THE POWER OF CALCULATIONS
WEDNESDAY, SEPTEMBER 27

Confused about the different types of calculations you see in your accounts dimension?  Do you know why some of your variances were set up in your templates instead of in the Version dimension?

In this session, you will:

    • Learn the different types of calculations and how they work in Prophix
    • Understand when and where to use cube calculations versus template calculations and the pros, cons of each
    • Come out of this session with the knowledge to transform Prophix models into powerful calculation engines

View Slidedeck | View Q&A

View recording
TEMPLATED FROM EH TO ZED
WEDNESDAY, NOVEMBER 8

Reports and data entry templates are the bread and butter of financial processes. They inform and allow users to input data which ultimately affects financial decision making. 

So how do you go about making templates that enable users to analyze and input data both effectively and efficiently? 

This Customer Empowerment Seminar will go through the main steps of creating and editing templates from creating data views to formatting templates using template studio. We’ll help you better understand how to take your templates from Eh to Zed. 

View Slidedeck | View Q&A

View recording
PROPHIX TIPS & TRICKS
WEDNESDAY, NOVEMBER 29

This workshop will:

  • Focus on tips and best practices to improve model efficiency and reduce administration
  • Cover topics across various Prophix applications such as how to use named sets to automate reports/process/security access and best practices relate to how to organize your model and processes

View Slidedeck | View Q&A

View recording
STUMP THE PROPHIX CONSULTANT
WEDNESDAY, DECEMBER 18

Some questions that customers may ask: 

  • I have a lot of users in my workflow. How can I make it easier to manage all the tasks in my workflow? 
  • Is it possible to share reports with only some users? 
  • How do I create a top 10 list in Prophix (e.g. top 10 customers)? 
  • Can you show me a couple of tricks to make my reports more dynamic?

View Slidedeck | View Q&A

View recording
Missed a past webinar?
Catch up on customer webinars you may have missed
In the past few years we've conducted customers webinars on informative and educational topics to help our customers get the most out of their investments.

View the recordings from 2014, 2015, 2016, 2017 .
CONNECT & SHARE