New Longview Platform & Product Families: Whats New, Whats Next · 2020. 6. 5. · • Application Consolidation (4 to 2) • Tax reform updates (ASU 2019-12, TRJA) CLOSE • European

1 © Longview. All rights reserved.

Longview Platform & Product Families: What’s New, What’s NextJamie Eagan

VP Product Management Longview


Presenter

Jamie Eagan is the Vice President of Product Management - Tax at Longview. Jamie has

over 20 years of experience in helping companies achieve value in their finance and tax

solutions through keeping abreast of trends in technology and business. Critical to this

success is his ability to bridge the gap between business owner/user and the technology

solutions they employ. Today he leads Longview’s suite of tax focused solutions globally,

combining information from customers, partners, revenue authorities, and market trends

into an evolving strategic asset for the Tax Organization, continually driving improvements

in speed, accuracy and productivity.

Jamie holds a Bachelors in Accounting, Minor in Economics from Fredonia State University.

In his spare time Jamie enjoys travelling with his wife and three children, wine, & soccer.

Jamie Eagan

VP - Product Management Longview


AgendaSubtitle here if needed

• Recap: Fall ‘19

• What’s New: Spring ‘20

• Demo

• What’s Next: Fall ‘20 & Beyond

• Q&A


Recap: Fall ‘19


Recap: Fall ‘19Platform

Navigation Pane Enhancements

• Modified Icon, Tab, and Category Updates

Office Add-in Updates

• Saved Queries (similar to QTag)

• Data Extract – Multiple Symbols

• Sign-On - Remember Me option

Data Audit Trail

• History of a data intersection (leaf or parent)

• User, Data/Time Stamp (who and when)

• Comment (how)


Recap: Fall ‘19Platform

International Features

• Multi-language Symbol Descriptions

Process Maps

• Updated Maintenance App

• Publish Capabilities

• New Features• Process Tool Tips• Link to Components, System

Apps, Files, & Process Maps

Attribute Based Reporting

• Ability to Sort, Filter, Group based on dimensional symbols and symbol attributes

• Reduction in hierarchies required


Recap: Fall ‘19Longview Tax

Tax Analytics & Transparency

• New attributes and updates to ease deployment of MRP reports and expand reporting capabilities

• Export utility to improve interface ease with compliance tools

Multi-currency reporting capabilities

• Deferred Tax Netting and Classification processes

• Entity calculation level• Deferred Tax Classification• Combined Deferred Tax Classification• Temporary Difference Classification (IAS)• Interim Temporary Difference Classification (IAS)

• Entity calculation level and Legal entity group• Deferred Tax Netting

• Combined Deferred Tax Netting


What’s New: Spring ‘20


IMPROVE USER EXPERIENCE & CAPABILITIES = EMPOWER BUSINESS USERSLongview CLOSE, PLAN, TAX & TRANSFER PRICING

• Improved Audit Reports (Metadata)• Designer Enhancements• Continued Progress on European Consolidation Functionality• Packaging improvements (more efficient deployment)• Significant Enhancements to Longview Operational Transfer

Pricing (LTP)

Trends Driving InnovationLongview investments in 2020

Add-In for Office (Longview Connections)• Increased API Capabilities


Spring ‘20Platform

Designer Enhancements

UI/UX Formatting Updates

• Auto-Invoke Property Page

• Attribute Selector Enhancement

• Re-order documents and items

• Enabling/Disabling controls based on other controls

• DataGrids DimensionLabel• Slicer, Symbol selector, LID,

Comments, Attachments dialogs, Fixed Symbols tab, & Print Preview

• LeftTitleText• TitleBar in Tables, Print Preview


Spring ‘20Platform

Metadata Audit trail

Office Add-in

• New Authorizations

• Audit Trail Maintenance

• Report Capability in Designer

• Retrieve Symbol and Dimension Information

• Retrieve Hierarchies and Symbol Lists

• Run Symbol Queries

• Run Data Queries and Data Extracts

• Retrieve Hierarchy

• Retrieve Hierarchy To Worksheet

• RetrieveChildSymbolToWorksheet

• RetrieveChildSymbol

• RetrieveDimDescToWorksheet

• RetrieveDimDesc

• RetrieveSymbolExists

• RetrieveSymbolInfo

• RetrieveDimRootsToWorksheet

• RetrieveDimRoots

• RetrieveSymbolListToWorksheet

• RetrieveSymbolList


Spring ‘20Transfer Pricing

• Working toward standalone capabilities to ease deployment and increase deployment flexibility

• Enhanced System and Symbol Attributes to provide infrastructure for configuration flexibility, calculation attributes and editor maintenance

• Incorporate Currency Editors and FX Method Rate table specifying the translation elements for LTP

• Deployment packaging consistent with the 10.5 Solutions deployment Updates


• Moved to a simplified Entities editor to allow for the flexibility of a different root structure

• Identified and instituting performance improvements in administration editors

• Ability to amend a substructure instead of the entire root

• Eliminate all the Tax Specific entity settings

• System attribute determines if the Entity Structure is the same as the Tax Provision Application



• Symbol Editor for creating new pattern symbols leveraged by the allocations

• Ability to create and define allocation rules by timeperiod. This functionality would be available to other solutions leveraging the allocations editor(standardization of Allocations Editor)

• Import and Export capabilities within the allocations editor with replace and append functionality.



• New Profitability Editor that allows for adding and editing of structure with the capabilities to add static symbols

• New Profitability Automation editor that incorporates significant additional functionality and flexibility. Replicate “Default”, Automation Groups, and Entity Level

• Timeperiod sensitivity for the automation rules



• New Transfer Pricing Rules Editor Starter Kit. Each customer has slight differences in the dimensionality, target setting and potential materiality threshold

• Time period Specificity, Infrastructure updates for ranges and materiality thresholds

• Updates to Profitability Analysis application starter kits. Similar to rules the dimensionality varies by client and use attributes for dynamic capabilities

• Forecast profitability editor changes allow for more simplified model requirements and consolidated EOY reporting



Demo


What’s Next: Fall ’20 & Beyond


Fall ’20 & BeyondPotential Enhancements

TAX

• Conversion of apps to designer

• Timeperiod sensitive automation

• DTNR updates• Application

Consolidation (4 to 2)• Tax reform updates

(ASU 2019-12, TRJA)

CLOSE

• European consolidation

• EBITDA Maintenance Apps

• Journal Entry App• Intercompany Profit

in Inventory• Account

Reconciliation

TRANSFER PRICING

• Allocation Pattern Enhancements

• TP Rule Editor updates

• Profitability Analysis Updates

• Rollover Updates• Price Setting features• Counterparty

enhancements

PLATFORM

• Multi-tenant capabilities

• Multilingual Framework

• Process Maps Workflow Updates

• Chrome Support• Model builder for

apps• Intersecting

hierarchies


Thank You!


DisclaimerConfidential – Not For Distribution.© LONGVIEW. All rights reserved. arcplan, Tidemark and Longview product names and their respective logos are trademarks or registered trademarks of Longview Europe GmbH, Longview Solutions Canada ULC, Longview of America LLC, Longview Software Limited and/or Tidemark Systems Inc. - together “Longview”. All other company names, products and services used herein are trademarks or registered trademarks of their respective owners.

The information published herein is subject to change without notice. This publication is for informational purposes only, without representation or warranty of any kind, and Longview shall not be liable for errors or omissions with respect to this publication.

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New Longview Platform & Product Families: Whats New, Whats Next · 2020. 6. 5. · • Application Consolidation (4 to 2) • Tax reform updates (ASU 2019-12, TRJA) CLOSE • European