June 21, 2018 - P2 Energy Solutions

June 21, 2018 - P2 Energy Solutions

Q BY T E U S E R G R O U P DAY JUNE 21, 2018 P2 Confidential Qbyte FM P2 Confidential 2 Safe Harbor

The following is intended to outline our general product direction. It is intended for information purposes only and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for P2 Energy Solutions products remain at the sole discretion of P2 Energy Solutions. P2 Confidential 3

Agenda Security Risks Stay current and protect your investments What were working on now How you can influence whats next P2 is changing how we build software how will this benefit customers P2 Confidential 4

Security Risks Stay current and protect your investments P2 Confidential 5 Top Reasons to Upgrade 1. Reduce vulnerabilities and technical headaches 2. Eliminate unnecessary customizations 3. Innovate by taking advantage of new features 4. Maximize you investment

5. Compliance 6. Supportability 7. Being Nimble P2 Confidential 6 What does a P2 Cloud upgrade look like? P2 will: Create a Test application area as a copy of Prod Upgrade your Test environment

Walk you through the basic overall process Customer gets to: Check out the new features Make sure your business processes align to the new features through a testing cycle Agree on upgrade timing for Prod area with P2 Major upgrades are usually done in less than 4 hrs. Most patches can be installed in under an hour P2 Confidential

7 Time for a Qbyte CS Land upgrade? Dont think you are using an older version of CS Land? Version Release Date 11.1. 8 Apr 2018 11.1.7 Jan 2018 ----------------reasonable level of current software ------------------------------

11.1.4 May 2016 11.1.0 Sep 2014 11.0 Nov 2012 P2 Confidential 8 Time for a Qbyte FM upgrade? Dont think you are using an older version of Qbyte FM? Version

Release Date 2.1 Apr 2018 2.0 Jan 2018 11.5.6 Jul 2017 ----------------reasonable level of current software ------------------------------ 11.5 11.4

11.3 11.2 11.1 May 2016 Oct 2014 May 2013 Apr 2012 Aug 2010 P2 Confidential

9 Time for a Qbyte Metrix upgrade? Dont think you are using an older version of Metrix? Version Release Date 1.10.1 Jun 2018 1.9.2 May 2018 1.9.0 Nov 2017 ----------------reasonable level of current software

------------------------------ 1.8 1.7 1.6 1.5 Mar 2017 Mar 2016 Mar 2015 Oct 2014 P2 Confidential

10 Lets Get Started We are in this together! We are very happy to support you with your P2 application upgrade. As a P2 Cloud customer, technical upgrades are already included, so

Log a case in the Customer Portal Call the Support desk Call or talk to your Account Executive Talk to me or anyone from P2 after the presentation P2 Confidential 11 What were working on now

P2 Confidential 12 Launching Wiki from FM P2 Confidential 13 Launching Wiki from FM

Selecting Wiki icon in toolbar will launch specific FM Wiki page for the screen you are in. Selecting Wiki icon from user profile will launch FM Wiki, bringing the user to the home page. P2 Confidential 14 Launching Wiki from a Specific Screen P2 Confidential

15 Launching Wiki from a Specific Screen P2 Confidential 16 Launching Wiki from User Profile P2 Confidential

17 Launching Wiki from User Profile P2 Confidential 18 Release 2.1 Highlights P2 Confidential

19 Launching Optix from Inquiries Screens Ability to launch Optix reports from all Inquiry screens. Each tab launches a different Optix report. e.g. Vendor Invoice Balance Inquiry screen launches 3 reports. Invoices tab launches Invoice Summary report. Invoice Detail tab launches Invoice Details report. Cheque Info tab launches Payment Details report.

P2 Confidential 20 Launching Optix from Inquiries Screens P2 Confidential 21 Launching Optix from Inquiries Screens

P2 Confidential 22 Launching Optix from Inquiries Screens P2 Confidential 23 Launching Optix from Inquiries Screens

P2 Confidential 24 Launching Optix from Inquiries Screens P2 Confidential 25 Launching Optix from Inquiries Screens

P2 Confidential 26 Launching Optix from Inquiries Screens The following Optix reports are available from FM screens: FM SCREEN TAB

LAUNCHES OPTIX REPORT Vendor Invoice Balance Inquiry Invoices Invoice Summary Invoice Detail Invoice Details

Cheque Info Payment Details Movement Transaction Details with Cost Centre Balance Focus Transactions Transaction Details

Movement Transaction Details with AFE Balance Focus Transactions Transaction Details Account Act Trial Balance with Movement Focus

AFE General Ledger Trends by AFE Cost Centre General Ledger Trends by Cost Centre Line Item Transaction Details

Cost Centre Balance Inquiry AFE Inquiry Account Balance Inquiry P2 Confidential 27 Launching Optix from Masters Screens The following Optix reports are available

from FM screens: FM SCREEN LAUNCHES OPTIX REPORT DOI Links DOI Details DOI Decks

DOI Details Mass DOI Update Mass Ownership Update Details Allocation Controls Allocation Details Account Groups

Account Group Details Chart of Accounts Account Details Organizations Organization Details P2 Confidential 28

Launching Optix from Masters Screens P2 Confidential 29 Launching Optix from Masters Screens P2 Confidential 30

Launching Optix from Vouchers Screens The following Optix reports are available from FM screens: FM SCREEN LAUNCHES OPTIX REPORT Post Vouchers Voucher Coding Details

Remove Voucher Locks Voucher Coding Details Zap Vouchers Voucher Coding Details Unsuspend Transactions Suspended Gross Transaction

Details JIB Footnotes Voucher Coding Details P2 Confidential 31 Chart of Accounts Search

P2 Confidential 32 Chart of Accounts Search When opened, active accounts will be displayed. Can filter on the following criteria: Filtering done against the account minor, except Class Code.

P2 Confidential 33 Release 2.2 Highlights P2 Confidential 34 Menu Changes

P2 Confidential 35 Daily Exchange Rates P2 Confidential 36 Daily Exchange Rates Top section includes fields to filter data against.

New grid to show all records matching filter criteria. Ability to enter multiple new exchange rates in grid. P2 Confidential 37 Query Vouchers Expansion P2 Confidential

38 Post Vouchers Expansion P2 Confidential 39 Post Vouchers Expansion Search section fields have been re-ordered. Vouchers section includes more rows.

Functionality and workflow of the screen has not changed. P2 Confidential 40 More Info Need more info? Release notes are on FM 2.0 Wiki: https://wiki.p2energysolutions.com/display/FM2

P2 Confidential 41 Qbyte FM 2.0 Update P2 Confidential 42 Whos on First? 7 customers are live

13 customers are testing 12 customers are in the process Dont wait, dont be left behind P2 Confidential 43 Why live with this P2 Confidential

44 When you can have this? P2 Confidential 45 We are here to help Training Classes & Onsite services Smooth transition for ALL of your users Full Value from User Interface improvements

Menu and Masterfile search Optix and Wiki launchesand more Refresh on not-so-new features Shift-F7 Daily Cutbacks and One Step Month End Save and share report criteriaand more P2 Confidential 46

Better Together Wiki P2 Confidential 47 P2 Confidential 48 Customer Influence

P2 Confidential 49 Salesforce Case Clean Up Focus on the future and items that have the highest value to the customer base Be efficient with our time (which is your time) by not reviewing the same case over and over if it is not high value Be transparent by closing those cases Give you an opportunity to provide more

information if we are missing something P2 Confidential 50 Customer Influence Low Impact Bug Trend Review, Discuss, Refine, Plan

Feature Releas e Numerous customers report the same low impact bug P2 Confidential 51 Customer Influence Object Focus

Trend Review, Discuss, Refine, Plan Feature Releas e Numerous customers report low

impact bugs on a single object P2 Confidential 52 Customer Influence New Feature Trend Review, Discuss, Refine, Plan

Feature Releas e Numerous customers request the same enhancement or improvement P2 Confidential 53

Sales Force Case Clean Up Qbyte FM 11.x cases Cases related to Oracle Reports will be closed Cases related to Oracle Forms will be closed P2 Confidential 54 P2 Development Process P2 Confidential

55 Waterfall vs Agile P2 Confidential 56 Principles of Agile Agile methodology is a type of project management that anticipates changes and allows for flexibility.

Shortest delivery of valuable software to customers. Welcome changing requirements, even in late development Working software is delivered frequently (weeks rather than months) P2 Confidential 57 Shortest Delivery

Create releases every 3 months We only commit to the content at the beginning of a release Program Increment Every 3 months we can incorporate new items into our plan We work in 3 week SPRINTS We build working software in much smaller timeframes that are completely tested and demod P2 Confidential 58

What can you expect? Quality built-in practices for higher quality and QA automation Productivity Constantly making sure we are working on the right things Client Engagement Client can inject change at any time in our development process Faster Time to Market You see software much sooner thus making sure it is what you expected Flexibility P2 can react to industry changes, custom development much easier Transparency We always know what's on our backlogs

P2 Confidential 59 Thank You! P2 Confidential 60

Recently Viewed Presentations