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Using Hyperion Workforce Planning to Effectively Plan & Forecast Your Organization's Workforce
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Using Hyperion Workforce Planning to Effectively Plan & Forecast Your Organization's Workforce

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This webinar will provide insight into how organizations can effectively plan and forecast their business by using Hyperion Planning. Discover how a process focused packaged application can eliminate …

This webinar will provide insight into how organizations can effectively plan and forecast their business by using Hyperion Planning. Discover how a process focused packaged application can eliminate the burdensome task of creating budgets and plans in a spreadsheet, providing more time for analysis and ultimately improving profitability with enhanced insight and decision making.

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  • 1. How to Effectively Plan and Forecast the Workforce using Hyperion Workforce Planning April 4, 2013
  • 2. Agenda Welcome and Introductions Oracle EPM and Enterprise Planning Budgeting and Planning the Workforce Today What is Needed to Plan & Forecast the Workforce Hyperion Workforce Planning Introduction and Functionality Customer Successes and the Common Theme Questions (and Answers) Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 2
  • 3. Introductions Len Romano – Senior EPM Specialist, Emtec  20+ years of EPM experience  13+ Years as Solution Consultant & Partner Manager with Hyperion/Oracle  Deep background in planning and financial business processes  Former administrator/user of Hyperion products Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 3
  • 4. Emtec… ‘Big enough to do the work, small enough to care’ EMTEC THE COMPANY • Serving clients for over 46 years • 14 locations, including 8 development centers • Over 1,000 full-time professionals • Voted One of the Top 100 Places to Work by Cranes Chicago in 2012 • Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications • 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life • $255M IT Services Provider • Regularly compete & win against larger IT service providers EMTEC AROUND THE WORLD US Locations • Radnor, PA (HQ) • Atlanta, GA • Chicago, IL • Dayton, Ohio • Freemont, CA • Jacksonville, FL • Herndon, VA • Minneapolis, MN • Springfield, NJ • St. Louis, MO Global Offices • Toronto, Canada • Ottawa, Canada • Pune, India • Bangalore, India Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. EMTEC SERVICES AT A GLANCE • Emtec has completed more than 1,100 Package Application engagements, including: - 200+ Oracle clients with more than 415 engagements - 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft Dynamics and more than 255 projects • Emtec is a premier provider of SaaS and Emerging technologies consulting, including 51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud • Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development • Emtec has served more than 565 Infrastructure services clients where we have: - Deployed more than 1.85M servers, personal computers, tablets and mobile devices - Installed or provided more than 925 exabytes of storage (That’s a whole lot…) - Triaged more than 30,000 L1 support incidents - Implemented service management solutions for more than 125 clients 4
  • 5. Emtec’s five practice areas offer focused solutions to help our clients solve complex business & IT challenges From up-front strategy & consulting all the way to application, infrastructure & procurement services, Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself. Consulting Services • IT Strategy & Planning • IT Process Improvement OFFERINGS • IT Performance and Governance • Information Management: − Big Data − Business Intelligence − Analytics • Mobility Solutions • Program and Project Management Package Application Services (PAS) Cloud Technologies Application Development & Management Services (ADMS) Infrastructure Services • Oracle − Fusion − EBS − PeopleSoft − EPM : Including Hyperion − OBIEE • Cloud Strategy & Planning • Portfolio Analysis • IT Service Mgmt. • Salesforce.com Solutions − Sales Cloud − Service Cloud − Marketing Cloud − Force.com • Application Advisory Services • Data Center • Business Application Infrastructure • End User Computing • Microsoft − AX and GP − BI − CRM • Workday • Platforms • SAP • Functional: HCM, FM, SCM • Cloud Application Development & Technology • Private Virtual Cloud • Cloud Applications • Product Development • Custom Application Development & Maintenance • Package Application: Development, Maintenance & Support • Mobile solutions • Quality Assurance & Testing Services PRACTICE FACTS • Managed Services, Capacity Management & Staffing Services • SWAT team of 45 highly skilled Strategists, Architects and Consultants • 10 years of experience and more than 75 projects • 180 Specialists, including Project Managers, Architects, Consultants and Analysts • More than 300 ERP & CRM projects completed • Expert team of Big Data, business intelligence and analytics professionals Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. • Specialized team of 25 Strategists, Project Managers, Architects, and Consultants • More than 90% certified • 62 Customers & 112 engagements 5 • Global workforce of nearly 750 associates (approximately 250 associates based in North America) • Provided more than 6.3M hours of application development and maintenance services. • Special expertise in Business Analysis and Testing (among other things) • More than 100 associates providing data center, compute, network and storage related services • Value Add Reseller providing full device lifecycle management services for more than 30 years • IT Service Mgmt. BU having supported more than 70 distinct clients
  • 6. The Most EPM Experience = The Right Partner • • Hyperion Certified: Planning HFM Essbase • • • One of the premier full-service EPM strategic implementation firms… Providing value-add Managed Services such as Business Process Assessments, Product Roadmap Strategies, Technology Evaluations, Staff Augmentation, etc. A Six Step Implementation Methodology to insure Success: Analysis, Design & Planning, Build Phase, Test Phase, Roll-Out Phase & Post Implementation Support & Review Serving Fortune 1000 companies & large scale, enterprise-wide implementations as well as Mid-Market organizations Deep knowledge and expertise with finance business processes and delivering focused EPM solutions Reporting and Analysis Financial Consolidation •Design & Implementation •Financial Management (HFM) •Financial Reporting & Analysis •Financial Data Quality Management (FDQM) •Disclosure Management •Financial Close Module •Financial Account Reconciliation •HE to HFM Migrations Budget, Planning & Forecasting Essbase Custom Applications •Design & Implementation •Hyperion Planning •Planning, Budgeting & Forecasting • Workforce Planning, Project Financial Planning & Capital Asset Planning •Financial Data Quality Management (FDQM) •Oracle Data Integration (ODI) •Design & Implementation •Specific Application Build •Profitability Analysis •Sales and Expense Analysis •Marketing Analysis •Customer Analysis •Other Custom Applications •Essbase Analytics Link (EAL) Infrastructure Services Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 6 Business Intelligence •Oracle Business Intelligence Enterprise Edition (OBIEE) •BI Foundation Suite (BIFS) •Oracle BI Applications •Oracle Database Relationship Management (DRM) •Mobile Delivery
  • 7. Oracle Performance Management Strategic Planning Planning and Budgeting Set Strategic Objectives Cascade Targets Long-Term Planning Treasury Strategies Detailed Budgeting Forecasting Corporate Development Allocate Resources Master Data Business Rules Metrics/KPIs Targets, Plans & Actuals Financial Close Process Cost and Profitability Management Define Costing Methods Data Cleansing Consolidate Internal Reporting & Analysis External Reporting & Compliance Define Cost Drivers Report & Analyze Perform Allocations Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 7
  • 8. Common Challenges of Planning Processes  Processes Take Too Long / Require Too Many Resources  Processes Are Not Defined and Consistent  Excel Worksheets May Not Be Reliable and are Difficult to Maintain  “Roll Up” or Aggregation of the Budget Difficult to Perform  No Audit Trail (Calculations, Data, Allocations) or Controls/Compliance  Inability of Planners to Get the Necessary Analytical Information Used in the Process  Difficult and Timely to Administer the Process  Obsolete Before Completed and Rolled Out  Errors have significant impact on organizations Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 8
  • 9. Oracle Hyperion Planning  Scalable web infrastructure • Data input-Web or Excel  Low Cost of Administration-End User  Planning Platform • Enterprise Flexibility  Improved Planning/Forecasting • Event Based • Faster Cycles • Better Accuracy w/more participation • Ability to Forecast Frequently  Version Control/What-If/Process Management  Essbase-Market Leading and Award Winning Analytical Platform • Powerful Reporting and Analysis  Still a need for Special-purpose planning modules for fast deployment • Workforce Planning/Project Finl Planning/CapEx Planning Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 9
  • 10. Oracle Hyperion Enterprise Planning Suite Predictive Modeling & Simulation Long-Term Financial Planning Workforce Planning Capital Asset Planning Project Financial Planning Profitability and Cost Management Planning, Budgeting & Forecasting Financial Detail Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. Operational Detail 10
  • 11. Workforce Budgeting Tool Today Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 11
  • 12. Common Methods Used for Workforce Budgeting Today  For Most Firms, The Largest Line Items in the Budget  Salaries and Benefits in total and add a percentage increase  Break Salaries and Benefits down by department in total and add x %  Develop an Excel formula to calculate taxes-Total or by Dept  Worksheet with Company staff and manually calculate each employee workforce costs  Salary  Benefits in total  Taxes  Misc  Other Methods- Spreadsheet based or other tools Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 12
  • 13. Additional Impact on Workforce Budgeting Accuracy  New Hires  Attrition  New Hire Costs  Temporary Employees  Transfers  Hourly vs Salary  Leave of absences  Union Employees  Merit Increases  Tax - maximums  Local Taxes  Additional Salary Components  Bonuses  Commissions Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 13
  • 14. Issues With Current Workforce Processes  Hugh Spreadsheet Maintenance  Manually Intensive Process  Not Detailed  Missed Workforce Costs  Not All Encompassing Process  Workforce Process not Integrated with Primary Planning Process  Overall Difficult Process from an Enterprise wide perspective  Error Prone  Data Integrity Concerns Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 14
  • 15. How are Organizations Achieving Workforce Budgeting Accuracy, Predictability and Accountability Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 15
  • 16. Hyperion Workforce Planning Improve Headcount, Salary and Compensation Planning  Packaged solution for quick implementations  Plan salary and other compensation at any level  Add, edit and delete employees and new hires  Pre-defined or custom calculations for taxes, etc.  Integrates actuals from HR systems  Test scenarios in real-time for impact analysis Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 16
  • 17. Hyperion Workforce Planning A Closer Look  Prebuilt Functionality to Speed Implementation  Workforce Planning Accounts • Employee Properties • Compensation Assumptions • Assumption Inputs Prebuilt and Custom • Health Rate Plans • Merit Rates • Bonus Rates • Ave Salary by Pay Grade Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 17
  • 18. Hyperion Workforce Planning A Closer Look  Prebuilt Functionality to Speed Implementation  Workforce Planning Employee Dimension • Existing Employees From HR System • Ability to account for New Hires Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 18
  • 19. Hyperion Workforce Planning A Closer Look  A Simplified, Well Defined Process Across the Enterprise  Workforce Tasklists and Form Instructions  Workforce Instructions Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 19
  • 20. Hyperion Workforce Planning A Closer Look  Detailed Workforce Planning  Workforce Planning Flexibility Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 20
  • 21. Hyperion Workforce Planning A Closer Look  Data Entry Over the Web or Excel – Controlled and Flexible Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 21
  • 22. Hyperion Workforce Planning Customer Successes and the Common Theme  Be a part of the success and gain the value that the following have realized:  Jones Lang LaSalle  US Foods  Charter Manufacturing  CDW  A Common Theme  A Unified Enterprise Wide Platform for Workforce Planning  Integration with Hyperion Planning  Detailed Workforce Data that improves Workforce Planning Accuracy, Predictability and Accountability  Integration with Actual HR System  Reduced Cycle Times and Improved Data Integrity  Greater Insight into Workforce Costs in an Application  Elimination of Spreadsheet based Workforce Budgeting Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 22
  • 23. Emtec’s Workforce Planning Program ½ Day On-Site Workforce Planning Evaluation Includes: Presentation of Workforce Planning Application Meeting with Workforce Planning Subject Matter Experts to: 1) Understand current process 2) Determine future state requirements 3) Agree to timeline for a detailed assessment of Workforce Process, Data Flow, Current HR System, Workforce Planning Reporting Requirements and other Workforce related process information and detail Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 23
  • 24. 6th Annual Oracle Hyperion Performance Management & Business Analytics Networking Event at Medinah Country Club Attend this exclusive event and you will: • Learn about the analytic transformations organizations are undertaking by leveraging unstructured 'big data' to drive business improvement and decision-making power featuring Rich Clayton, Vice President of Global Market Development at Oracle • Hear Oracle Hyperion and PeopleSoft Customer Success Stories • Learn how to leverage the breadth of the Oracle portfolio via five educational tracks, featuring experts from Oracle and leading partner, Emtec. Wednesday, May 8, 2013 – Medinah Country Club (Chicago) 8:00 a.m. - 1:00 p.m. Breakfast, sessions & networking 1:00 p.m. - 3:00 p.m. (optional) lunch, networking & demos Register today! http://www.emtecinc.com/events Questions? Contact Erica Archer at erica.archer@emtecinc.com or 312216-4911. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
  • 25. Join Emtec at Collaborate 13! Attend one of our 4 sessions & stop by booth #871 in the exhibit hall! From ABRA to Fusion HCM at Wintrust Financial: Fastest Core Fusion HCM Implementation to Date Tuesday, April 9 at 10:45 a.m. - Session #104900, Room 111 Stephen Bentz, Project Manager & Fusion Practice Manager, Emtec and Tanja Simono, project manager at Wintrust Financial on. Oracle Fusion and PeopleSoft Human Capital Management: A Novice's Guide to Making the Right Choices Tuesday, April 9 at 4:30 p.m. - Session #106530, Room 111 Jaynie Martin, PeopleSoft HCM Practice Manager, Emtec Enhance your HRIS user experience via Feature Packs Wednesday, April 10 at 8:15 a.m. - Session #106490, Room 106 Nicole Braun, PeopleSoft HCM Consultant, Emtec Lessons Learned from On-Premise Fusion Application Installations Thursday, April 11 at 11 a.m. - Session #701, Room Mile High Ballroom 3C Todd Siler, Oracle eTech Practice Manager, Emtec To help protect y our priv acy , PowerPoint has block ed automatic download of this picture.
  • 26. Workforce Planning Program •Next Steps For more information regarding Hyperion Workforce Planning please contact Erica Archer @ erica.archer@emtecinc.com or 312-216-4911. •Questions and Answers Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 26
  • 27. THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com