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IBANK, DUE DILIGENCE, OFSAA, EPM, HYPERION

IBANK, DUE DILIGENCE, OFSAA, EPM, HYPERION

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  • To start, let’s provide you with an overview of Oracle’s EPM System.
  • For many years companies have been able to create competitive advantage from ERP standardization. Its purpose was to create excellent operational processes by focusing on:
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    reducing cost inefficiencies
    improving product and service quality
    and increasing the speed of production and delivery.
    Although efficiencies can still be gained, due to the widespread adoption of ERP the competitive advantage of operational excellence is beginning to decline.
    Oracle’s vision is to build on this operational excellence and create the next wave of competitive differentiation – what we call ‘Management Excellence’. This will allow you to create an organization that is:
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    Smart – gain better insight than your competitors
    Agile – adapt faster than competitors to market changes
    Aligned – more effectively allocate your resources across the organization
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  • Last but least, according to Hackett, there is a strong financial business case for EPM to make. According to Hackett, world-class EPM organizations have a higher market returns than organizations that don’t do EPM!
    (although this is a powerful statement, if you think about it, it is hard to back up this claim, it suffers from what is called the Halo Effect. You go into a number of successful organizations and see if they have a few things that other’s don’t, to try and explain the success. Things are different are then seen as causes of success. Perhaps they are correlations, perhaps there are 3rd variable explaining both, you really don’t know. So starting with EPM doesn’t make you more successful in reality. The chance this is brought forward is relatively small, and the Hackett quote is rather valuable, so at least be prepared for the question).
  • Most organizations given enough time and heroics can provide ‘one-time’ answers…Very few, less than 1% have ready on-going access to relevant information to improve performance
  • Only Oracle provides a complete set of solutions that covers all management processes, that is integrated on a common platform and is open to non-Oracle solutions.
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    Complete means that you can use our solutions from the board room to the front-line. Solutions that support your strategic, operational and financial decisions. Solutions that provide you built-in best practices for every line of business and for your industry.
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    Integrated means you will have solutions that share common installation, common calculations and reporting tools. Solutions that share data and metadata that make them easier to deploy and maintain. Solutions that are integrated with your operational ERP system so you can drill-down to transactional data.
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    Open means your solution can access any data source from Oracle and non-Oracle systems. Open to many business applications including Oracle applications like EBS, JDE, PSFT and non-Oracle applications like SAP. Open on the infrastructure front including application servers, directory services, SOA suites etc. And open to different styles of analysis from pure relational to ROLAP to OLAP.
    Oracle has bundled these capabilities into a single Enterprise Performance Management System or EPM System.
    Let’s take a look at the key components of this system.
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  • Alcoa’s CFO sleeps at night as he has strong confidence in the numbers. Not only are they the first to report of the Dow Jones Industrial Average but they publish their earnings calendar 2 years in advance of their report.
    Alcoa has reduced their close from 12-5 days. They have consolidated results across 58 lines of business. They utilize Essbase, our OLAP technology for a number of analytic applications including credit and collections analysis.
    Alcoa standardized their forecasting process across all lines of business on Oracle’s Hyperion Planning.

Transcript

  • 1. 1 Enterprise Performance Management John Schweitzer – Vice President, Commercial
  • 2. 2Copyright © 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only Management Excellence: The Next Competitive Edge Time Competitive Advantage OPERATIONAL EXCELLENCE MANAGEMENT EXCELLENCE Cost – Lean and Mean Quality – Six Sigma, TQM Speed – Real-time, JIT Cost – Lean and Mean Quality – Six Sigma, TQM Speed – Real-time, JIT Smart – Deep Insight Agile – Decisive Action Aligned – Across the Enterprise Smart – Deep Insight Agile – Decisive Action Aligned – Across the Enterprise
  • 3. 3 Why Strive for Management Excellence? Enterprise Performance Management (EPM) World-class EPM organizations deliver 2.4 times the equity market returns of industry-peer companies1.0 2.40 Peer Group World-Class Source: CFO Challenges and Opportunities in the Flat world, Hackett Group
  • 4. 4 Few Management Systems are ‘Exceptional’ How would you grade the relative maturity of your management information environment in terms of its ability to readily provide relevant analyses, decision making and management reporting information?
  • 5. 5 Key EPM Capabilities EXTERNAL REPORTING INTEGRATED BUSINESS PLANNING PROFITABILITY & COST MANAGEMENT SCORECARDING, MONITORING & ANALYSIS FINANCIAL & MGMT REPORTING OLAP, DATA WAREHOUSE, DATA MINING DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT STRATEGIC & PREDICTIVE MODELING BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING World Class Close / Flex Reporting World Class Forecast
  • 6. 6 Performance Management Topology Planning/Forecasting • Business Unit Planning • Actual, Plan, Forecast • Gross Marging Planning Oracle D/W OBIEE Apps Enterprise Data Warehouse Transaction Systems Oracle EBS, Siebel Non- EBS Transaction Systems LR Planning & Modeling • Strategic Planning • Acquisition/Divestiture Modeling • Treasury Planning Analytical Reporting • Analytical Detail/Analysis • OBI Pre-built Content • Ad-hoc queries and analysis Profitability Analysis • Customer Profitability • Product Profitability • Channel Profitability • Segment Profitability Workspace MS Office Integration Search Alerts Mobile Interactive Dashboards Desktop Gadgets Reporting and Ad-hoc Analysis Hyperion Planning Integrated Oper Planning Hyperion Planning Integrated Oper Planning Hyperion Strategic Finance Crystal Ball Hyperion Strategic Finance Crystal Ball Hyperion Profitability and Cost Management Hyperion Profitability and Cost Management Hyperion EssbaseHyperion Essbase OBI ServerOBI Server Master Data Management • Maintain conforming dimensions across all information systems • Alternate Hierarchies • Customer Data Management Master Data Management Tools Master Data Management Tools Financial Close Process • Supports complex reporting requirements -- GAAP, IFRS, SEC, local statutory, Sustainability Reporting (GRI). • Automated controls with complete audit trail Hyperion Financial Management Hyperion Financial Management
  • 7. 7 Excellence in Industrial Mfg Before • 12+ days to close • Many analytical technologies • Complex reporting and forecasting processes • Hours to create reports After • 8 hours • Global consolidation across 58 lines of business • Global forecasting and reporting solution for 1,000+ users • Minutes to access information The world’s leading producer of primary aluminum with $31 billion in revenues with operations in 34 countries and 350 locations. Alcoa has over 97,000 employees.