Mike Marotta Vice President

Mike is an executive with almost 10 years of experience in the BI, CPM, & Visual Analytics industry. Mike works with both Fortune 500 & mid-sized organizations to enhance and cement Power BI usage across their respective organizations.

e. Mike@poweronbi.com

p. +1.215.239.4722

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Customers and Solutions

Largest

Client

Sales

Development

Support

Sales

SupportPartner

Network

Sales

Support

Development

Power Planner Write-Back & Planning

built on top of Power Pivot

& SSAS Tabular via Excel

Add-in

Visual PlannerWrite-Back, Data Entry,

Budgeting/Forecasting, &

Goal Seeking directly

within PBI reports.

Power UpdateAutomated refreshing of

Power Queries in Excel or

Power BI with email blasts

and unlimited scheduling.

Customers and Solutions

Financial ReportsFinancial Report Writer

Income Statement

Balance Sheet

Cash Flow

10Why Visual Planner?

Key Differentiators

ML, R & PythonUsers can run and save

statistical forecasting

outputs for manual

manipulation & side by side

comparisons

One Stop ShopUsers can now come to one

platform for all their

reporting, data entry,

planning, commenting, data

visualization, & analysis.

Budgeting & ForecastingPivot Table type data entry with

Allocations, Smart Formulas,

Custom Spreading, & Goal

Seeking to take place directly

within Power BI

Flexibility

Enables write-back to any

OLE DB or ODBC connection.

Power ON offers prebuilt

connectors to Oracle, HANA,

Teradata, Hadoop,

Snowflake, etc.

Analysis Services

Power ON is the only

company in the world that

allows for real-time updates

to Tabular Models directly

from Power BI reports

RBRSVisual Planner supports

customers using Power BI

Report Server.

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Accelerate business value

by enabling the power of

planning in every

employee’s hands

Single Platform

Power BI & Analysis

Services provide best in

class performance and can

handle billions of

transactions

Performance

A single, unified business

language to drive all

planning, analysis &

reporting.

Unified Language

Reap the benefits of real-

time insights & Support

decision making with 250+

Power BI Visuals

Visualizations

Leverage the power of

Python & R to drive

Pro-Active Planning

Machine Learning

+

Unified Planning Platform

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• Budgeting

• Forecasting

• Goal Seeking

• Data Visualization

• Financial Reporting

• What-IF Scenarios

• Variance Reporting

• Data Management

• Custom Applications

Power BI + Visual Planner The Swiss Army Knife for Finance & IT

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“Through Power On and being able to build what we

did with the analysis services model and PowerOn’s

writeback capabilities over the last few years has

now made Hyperion & HFM obsolete and it was

decommissioned this last month. Cost saving is

huge ~$10,000 per license cost per user or over

~1M in savings. All planning is now done with Power

On/Power Planner. No need for Essbase anymore.

Currently about to start working on our Q2 forecast

next week and time to complete has also been

reduced to 2 weeks versus 5 with HFM. The

Corporate budgeting cycle used to take 3+ months

and this year it took us 2.5 weeks. Also, having

Power BI as front-end visual makes it easier to view

data quicker, then go back and tweak.”

Travis Buckingham, Director of Finance & Accounting

Customer Success

17PowerON – Embedded in Dynamics

18PowerON – Embedded in Dynamics

19PowerON – Embedded in Dynamics

20PowerON – Embedded in Dynamics

21PowerON – Lead Time Optimization & Forecasting

Power Planner

Visual Planner

SQL DataOn-Prem or

Azure

Power BI

VP WebServiceAzure or On-Prem

Visual Planner – Technology Diagram

Analysis

ServicesOn-Prem or

Azure

*Newly entered/updated data can

be pushed back into source of

record via integration package(s)

*

Excel

Power BI / Table Editor

PowerBI.comData Model

VP WebServiceCloud/On-Premises

Table Editor – Technology

Diagram

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Prerequisites for Installation

Power BI - Azure• Azure subscription

• An Azure user that has rights for creating and accessing new Azure

resources

• Power BI.com account for the same AAD domain

Power BI – Data Gateway• A clean IIS server (Visual Planning should be installed on this server)

• An SSL certificate (Important) configured for the IIS server issued by a

Certificate Authority trusted on the end-users computers (can be an internal

CA, or some Globally trusted CA such as Comodo or Verisign, etc.)

• SQL and/or SSAS Tabular Servers (can be on different servers in the same

network)

Power BI – Report Server• A clean IIS server (Visual Planning should be installed on this server)

• An SSL certificate (Important) configured for the IIS server issued by a

Certificate Authority trusted on the end-users computers (can be an internal

CA, or some Globally trusted CA such as Comodo or Verisign, etc.)

• SQL and/or SSAS Tabular Servers (can be on different servers in the same

network)

Table Editor Visual

Scheduling & Assignments

Table Editor Visual – Account Mapping & Custom Rollups

Table Editor Visual – Pop Up Comments

Table Editor Visual – Modified By & Created Date

Table Editor - Sales/Revenue Planning – Salesperson’s View

Table Editor - Sales/Revenue Planning – Manager’s View

Workflow & Approvals

Data Management & Table Maintenance

Admin Module – Permissions & Security

Write-back & Planning via Data Entry Matrix

Drag and Drop Planning

Comments to Individual Data Points

Goal Seeking

Variance Reporting, What-If Scenarios, & Versioning

Machine Learning Forecasting & Version Creation

Financial Report Writer

Financial Report Writer – Row Layout & Format

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Try Before You Buy

Month Money Back Guarantee *most popular*Client will purchase a minimum package (either named or concurrent). Once funds are received, PowerON will install software, train your resources, and support them through the initial Pilot/PoC process. If at any time during the guarantee period, the client chooses to return/deactivate their licenses, PowerON will refund 100% of the client’s initial investment. Your team gets hands on training/experience while building & delivering the pilot/PoC with zero corporate risk.

Proof of ConceptsPaid PoC #1 You can engage with PowerON to do a paid PoC with your data in your tenant followed by a free trial. This work is billed on a T&M basis and usually runs anywhere from $1,000 to $10,000 depending on complexity. We will do a quick scoping session and give you an exact cost of the PoC. (Requires Investment)Paid PoC #2 You can engage with PowerON to do a paid PoC with your data in PowerON’s Azure tenant. This work is billed on a T&M basis and is always cheaper & quicker than option #1. We will do a quick scoping session and give you an exact cost of the PoC. (Requires Investment)Free PoC If you plan to purchase a larger number of licenses (100+), we may be able to do a PoC free of charge. With this option we typically require the client to provide success criteria. i.e. if the product does these 7 things, we will purchase 100 licenses. (Free, but will require customer developed success criteria)