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Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite
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Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite

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  • 1. z al an Right Tool for the Right Job:te rR a How to Maximize ew dg the ROI of Oracle’s Enterprise Planning Suite E y of ert P ropRyan Meester – Edgewater RanzalDirector I Strategic Planning Practice 1 11/7/2012
  • 2. Agenda al Enterprise Planning Intro z an rR ate What Tools are in the Box? w d ge fE 11/7/2012 Selecting the Proper Tool o rty Product o pe Pr Demonstration Question & Answer 2
  • 3. About Edgewater Ranzal  Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1000+ projects since the acquisition) l za an  One of the largest Hyperion Practices in the U.S. with global presence Oracle / Hyperion Platinum Partner - Highest te rR wa  Status e E dg Vertical Expertise with High-Profile Clients from Coast to Coast of  y ert and production support Cover all requirements from pre-implementation process design rop  through infrastructure, training P  “One Stop Shop” for ALL EPM Implementation needs since Meridian acquisition in spring of 2010 3 11/7/2012
  • 4. A comprehensive enterprise planning solutionshould …  Translate strategic objectives into operational goals and targets Seed operational plans with strategic targets z al an  Update strategic plans using the most currente rR at operational plans and ew  dg forecasts E of plans easily and frequently rty Update strategic and operational pe  P ro  Perform powerful what-if and ad hoc analysis  Integrate all planning processes into a single centralized environment Source: http://www.oracle.com/appserver/business-intelligence/hyperion-financial-performance-management/docs/hyperion-enterprise- planning-whitepaper.pdf
  • 5. Integrated Planning & Analytics z al an rR w ate d ge o fE rty HSF ro pe P 5
  • 6. z al an te rR What Tools are inathe Box? g ew f Ed rt yo ro pe P6
  • 7. The Tool Box z al an rR w ate d ge o fE rty ro pe P 7
  • 8. Oracle’s Advantage Predictive Modeling & Simulation z al an rR w ate d ge o fE rty Long-Term Operational pe Financial Workforce Capital Assets Project Financial Revenue & Cost ro Planning Planning Planning Planning Modeling P Planning, Budgeting & Forecasting Financial Operational Detail Detail
  • 9. Integrated Planning in 11.1.2.2  Project Planning Application  Native Rolling Forecast Functionality z al an rR  Strategic Planning in Smart View w ate ge  Predictive Planning Capabilities d fE yo Enhanced Task Lists and Workflow Capabilities ert   P rop Enhanced UI using ADF – Charting – Multiple Comments / Documents – Formatting Comments, Instructions – Audit Logging in Grid
  • 10. z al an rR ate Selecting the Proper Tool g ew f Ed rt yo ro pe P10
  • 11. Comparison: HSF vs. Planning z al an rR w ate d ge o fE rty ro pe P 11
  • 12. Tool Overlap: HSF vs. Planning / Essbase  Both tools provide the ability to create plans, but with significant differences in methodology. al  The correct tool for the job should be easily identified using the following criteria to z an determine the appropriate application: rR – Audience / Number of Users (i.e. Executives and small corporate finance team vs. ate Managers and dozens of end users across the organization) w ge – Strategic vs. Operational Planning (i.e. Target / Goal setting aspirations vs. tactical short- d fE term objectives) o Level of Detail (i.e. High Level Financial focus vs. cost center / department level focus, rty – P&L vs. Full Financials) ro pe  P Both tools provide reporting functionality, but the Essbase reporting environment provides better reporting functionality and the ability to expand the audience of the HSF output.  The powerful calculation functionality within Essbase could be used to perform some allocation functionality within HSF that is currently difficult or time consuming.
  • 13. Why HSF is Purpose Built for Strategic Planning  Full-Financial Statement Modeling – Out-of-the-box integrated financial statements – Enhanced accounting integrity – z al Built specifically for setting financial targets for the organization over a longer time horizon an rR ate  Flexibility for end-users w End users can modify accounts / forecast methods on the fly without IT Involvement ge – d  Enhanced Scenario Capabilities o fE – e rty Scenarios can be created on the fly and layered on top of each other Mix & match scenarios p – P ro across various entities to build the overall plan  Powerful Treasury Utilities – Funding routine allows users to define cash balancing process – Model debt issuances, share buybacks, credit ratings & debt covenants with ease
  • 14. Why Planning is Purpose Built for TraditionalBudgeting & Forecasting  User Base – Ability to distribute the planning process to a large number of users and entities z al Work-flow / process management capabilities built in to facilitate the planning process an – rR ate / rolling forecast (i.e. modeling  Level of Detail – expenses by cost center / department) ge w Extensive account / entity detail required for annual budget Ed Extensive aggregations, allocationsfand other calculations must perform rapidly and yo – ert frequently (i.e. Allocation of corporate expenses to various entities / departments)  Flexible Management P rop Reporting – Ability to quickly slice and dice the data into multiples views (i.e. Gross Margin by Product vs. Region) – Instantly update presentations in numerous Microsoft Office formats (i.e. PowerPoint, Excel, Word)
  • 15. Keys to Success  Gather requirements and identify the best fit – Take the time to evaluate the full suite – Try not to replicate complex logic in multiple systems but rather take advantage of the strengths of each (i.e. Allocations in Planning, Reporting in Essbase or BS/CF modeling in HSF) z al an rR  Create a common point of intersection between HSF, Planning & Essbase ate – Chart of Accounts – Entity Structure w – Common modeling methodologies d ge fE – Discrepancies to be resolved ensures communication link between the applications o ty roptions:  ro pe Explore various data integration – FDM P – Direct integration within the HSF Client – Extended Analytics  Leverage Essbase for comprehensive management reporting across applications
  • 16. z al an rR w ate d ge rt Demo yo fE ro peP
  • 17. Closing al Enterprise Planning has z Common Reporting & Interaction an multiple components rR ate Oracle offers best of breed Planning & Strategic Planning ew Forecasting g solutions in each area which integrate seamlessly Ed f Financial Close yo Profitability rt Management Consider the entire ro solution when evaluating pe any individual pieceP Common Integration & Analysis Data Quality and Consistent Dimensions
  • 18. z al an rR w ate d ge o fE rty ro peP
  • 19. z al an rR w ate geRyan Meester I Edgewater Ranzal dDirector | Strategic Planning PracticeCell: (312) 810-0684 o fE rtyrmeester@ranzal.com| ww.ranzal.com ro pe P
  • 20. z al an rR w ate d ge E Demof Screen Shots o rty ro peP
  • 21. Pre-Built Accounting Integrity ► Pre-built, fully integrated financial statement foundation Pre-built forecast methods and formula functions al ► What-if Analysis toolkit nz Ra ► r w ate d ge o fE rty ro pe P
  • 22. Powerful Scenario Capabilities z al an rR w ate d ge o fE rty ro pe P
  • 23. Easily Analyze Various Combinations z al an rR ate Mix and Match w Scenarios d ge fE Capital Projects included o rty ro pe P Acquisition excluded
  • 24. World Class Treasury Analysis► Calculates net cash surplus or deficit from al multiple models and z an scenarios Funding Options tool to rR ate► re-allocate surpluses and w fund deficits d ge► Debt scheduler o fE rty monitor covenants, credit e► User-defined reports to P rop ratings, and earnings per share
  • 25. Acquisition / Divestiture Modeling z al an rR w ate d ge o fE rty ro pe P
  • 26. Set Strategic Targets in HSF z al an rR w ate d ge o fE rty ro pe P
  • 27. Align the Planning Process z al an rR w ate d ge o fE rty ro pe P
  • 28. Seed Budgets With Strategic Targets From Strategic Plan z al an rR w ate d ge o fE rty ro pe P
  • 29. Tweak Budget with Targets In Mind z al an rR w ate d ge o fE rty ro pe P
  • 30. Update Targets with Latest Forecast z al an rR w ate d ge o fE rty ro pe P

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