Talk IT_ Oracle_정봉기_111025
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    Talk IT_ Oracle_정봉기_111025 Talk IT_ Oracle_정봉기_111025 Presentation Transcript

    • <Insert Picture Here>수익성과 비용에 대한 시스템적 통찰을 통한기업생산성 향상2011-10-25Oracle EPM/BI 정봉기
    • The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 2
    • Agenda ■ Profitability and Cost Management: • Demand • Issues • Solutions ■ Implementation OverviewCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 3
    • Necessary of Profitability and Cost Management - Using Enterprise Resources Value Chain Value R&D Product Vision Resource Procurement Process & Mission Customer Manufacture Service Sales Brand Service & ImageCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 4
    • Necessary of Profitability and Cost Management - Enterprise Environment External Complexity Choice Vision Internal Limited Resource Enterprise & & Mission Focus Key Capabilities Uncertainty ExternalCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 5
    • Necessary of Profitability and Cost Management - Using Enterprise Resources Effectively Value Category Categorization Profitability & Cost Range Strategic Decision Very Good Value • Business Direction • Focus(Resource Alignment) Product Profitability Good Process Normal Customer Cost • Improvement Service Bad • Drop Brand & Very Bad ImageCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 6
    • Improve Customer Segmentation - Find Your Angels and Demons “Money Makers” “Losers” (Grow, Defend) (Drop, Improve) 200 180 160 Cumulative Profit % 140 Lost Profit Opportunity 120 100 80 60 40 20 0 0 10 20 30 40 50 60 70 75 85 95 Cumulative % of Products or CustomersCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 7
    • Today’s Economic Climate is Driving Interest in Managing Profitability & Costs - Scenario • Medium-sized bike manufacturer • Recent increase in sales revenue, due mainly to increase purchases by big-box store: Q-mart • Q-mart has asked for Bikes to supply more • Monthly revenue has increased, profit and profit margin has decreasedCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 8
    • Today’s Economic Climate is Driving Interest in Managing Profitability & Costs - ScenarioCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 9
    • Profitability and Cost Management - Issues • Allocations Management – Translating financial data into business activities – Excel-based, manual, error-prone, time consuming – No standard process for allocations • Cost Management – Calculating activity/process costs is a manual process, difficult to implement rules in Excel, can’t easily link activities to processes • Decision Support – Cost drivers not well understood – Ability to calculate accurate and timely information is extremely limited – Reporting and Analysis unable to support product-level decision makingCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 10
    • World Class Profitability & Cost Management Process to support EPM Financial Data Drivers New from Close Process of Cost Drivers to Conduct Behavioral Data Business from ERP Profitability Decision Update Data Collection Allocations Analysis Support Plans Customer Profitability What-if Full Product Scenario Costing ResultsCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 11
    • HPCM supports all Levels of Costing and Profitability Objectives HPCM Coverage Basic Advanced Cost and Cost and Profitability Cost, Revenue and Cost and Profitability Revenue Allocation Reporting Profitability Analytics Simulation Calculations Multi-Dimensional Database(Essbase) Performance Allocate Analyze ImprovementCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 12
    • Oracle Hyperion Profitability and Cost Management Offers 1. Flexible methodology 2. Allow a BUSINESS USER to control the design and creation of the allocation solution 3. The advantage of existing EPM technology – A best-of-breed module, but part of a broader EPM solutionCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 13
    • Oracle Hyperion Profitability and Cost Management 1. Flexible Methodology • Support for multiple allocation methodologies: – ABC, Time estimation, Percentage allocation, Standard Costs, Even Splits – Both cost and revenue allocations • Up to 9 stages of cost allocations – Intra-stage Allocations – Reciprocal Allocations Key Benefits Shorter implementation time Adapts to your businessCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 14
    • Oracle Hyperion Profitability and Cost Management 2. Models Managed by Business User • Business user manages the allocation definitions • Application manages the underlying technology: – Generation of the Outline – Translation of business definitions into CalcScripts Key Benefits Business User maintainable Greater user adoptionCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 15
    • Oracle Hyperion Profitability and Cost Management 3. Built on EPM Common Technology Common Reporting & Interaction • Common EPMand Cost Interface Cost and Cost, Revenue and Cost and • Revenue Allocation Metadata sharing Profitability Profitability Profitability • Common Reporting Tools Calculations Reporting Analytics Simulation • Integration with ERP Essbase Analytic Engine Performance Allocate On top of the Essbase engine: Analyze • Framework for profitability modeling Improvement • Pre-built model validation reporting • Allocation Traceability Maps Key Benefits • Genealogy generation for sophisticated reporting Leverage existing investments Higher productivityCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 16
    • HPCM Key Difference Key Difference 과거 방식 새로운 HPCM • 원가에만 집중 • 수익(Revenue)과 원가(Cost)에 집중 • 단순하고 정적읶 활동원가기준 • 유연한 배부 플랫폼으로 모든 방법론 적용가능 • 3 단계의 배부처리 • 9단계 이상 배부처리의 세부화 • 수익성 리포트, 분석, 관리도구가 각각 분리되어 있음 • 수익성 리포트, 분석, 관리를 위한 단읷화된 도구 • IT부서에서 수익성 어플리케이션을 개발 • 실무자가 직접 수익 모델을 디자읶 • 블랙박스방식 : 최종결과만 조회 • 완벽한 투명성 (모든 단계 추적가능) • 단읷 도구 • Oracle EBS, EPM시스템과 통합Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 17
    • Agenda ■ Profitability and Cost Management: • Demand • Issues • Solutions ■ Implementation OverviewCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 18
    • Steps to Create Models ㅁㅁㅁ Requirement/Metadata Reporting, Analytics & Model Development Management Scenario Modeling Define Define Deploy Profitability Business Requirement the Stages Database & Cal script Analysis & Report Define Load Cost, Revenue & Define POV Dimensions Driver Data Define Calculate Model & Define the Drivers the Application Store Result Validate Driver Selection the Model & Data Define Transfer Data to Assignment(Rule) Reporting CubeCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 19
    • Accessing Profitability and Cost Management HPCM 사용자는 특별한 프로그램 설치 없이 Internet Browser를 통해 EPM Workplace에 접속할 수 있습니다.Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 20
    • Define Dimensions Dimension Library  Dimension : 수익성 모델을 구성하는 정보항목 Dimension Ex. 계정, 고객, 시간, 금액 등  Member : Dimension의 세부항목(마스터 정보) Member Ex. 감가상각비, 인건비 등 Member  Dimension Category : - Shared Dimension Member - Local Dimension Dimension  Dimension Type : Member - System Dimension - Business Dimension Member - Attribute Dimension - Alias Dimension Member - POV(Point Of View) DimensionCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 21
    • Define the Application Application은 Dimension Library에서 수익성분석을 위해 필요한 Dimension과 Member들의 집합입니다. Dimension Library Application(Model) Dimension Dimension Member Member Member Member Member Dimension Dimension Member Member … Member … Member …Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 22
    • Define the Application (계속) 어플리케이션 시스템 정보 RDB 시스템 정보 Essbase 시스템 정보 접속자 ID 및 권한 정보Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 23
    • Define the Application (계속) 어플리케이션 모델 정보 비용/수익을 한 모델 내에서 배부 처리 선택 배부 단계 내 할당 처리의 허용 여부 선택 다차원 배부 단계 여부 선택 등 배부모델의 수준을 결정하는 다양한 옵션들 Model Preference Description Cost Model Display all associated costs in modeling editors of the application Revenue Model Display all associated revenue in modeling editors of the application Allow Intrastage Assignment Enable the user to create multiple cost or revenue assignments within one stage. Allow Multidimensional Stages Enable the user to create a model stage that is composed of up to three dimensionsCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 24
    • Define the Stages Model Stage는 주요 배부 프로세스를 나타내며 최고 9단계까지 설정 할 수 있으며 단계내 배부는 무한대로 수행할 수 있습니다. Concept Example Stage 1 Inter Stage Stage I General Ledger Stage 2 Business Stage II Operations Stage 3 Intra Stage · Stage III Products Customers · · Stage IV Markets Stage 9Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 25
    • Define the Stages (계속) 9단계 이상의 배부단계(Stage) : 배부 방법롞에 독립적읶 유연한 단계 설정 배부단계 생성 화면 어떠한 배부 방법롞이라도 적용이 가능한 유연한 배부단계 및 차원 정의 배부단계를 9단계 이상 설정 가능 단계별 차원 선택 : 계정, 단계 내 배부(Intra-Stage) 설정 비용센터(Cost Center), 제품, 및 상호배부 가능 홗동(Activity), 고객, 플랫폼, 채널, 판매조직...제한 없는 선택Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 26
    • Define POV POV(Point Of View)는 HPCM Model을 수행하는 차원 값의 조합이며 배부작업 수행단위(데이터)를 나타냅니다. Model Description Status  Basic Execution Unit for Allocation Draft Dimension  Up to 4 POV Dimensions in a • Build or Edit the Model model • Generated Report Dimension Dimension Year Period Published • Can not edit the Model • View the Model, and Dimension Generated Report Dimension Archived • Can not edit the Model … • Backup the Model, and View Scenario Version Report POV Dimension Execution UnitCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 27
    • Define POV (계속) 시뮬레이션 홖경: POV 복제기능을 홗용한 시나리오, 버젂 별 손익예측 POV 생성 및 복사 화면 기존 실적정보를 기반으로 대상 년/월/시나리오/버젂/상태 별로 비용/수익 계층, 배부기준, 배부규칙, 값을 선택적으로 복제 후, 계산을 통해 미래의 손익을 미리 예측 할 수 있는 시뮬레이션 구현 각 모델 별 POV구성을 통한 모델관리 수준 결정 시나리오, 버젂, 상태에 따른 다양한 관리방법Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 28
    • Define the Drivers Driver는 수익과 비용을 어떤로직으로 계산할 것읶가에 대한 정의를 나타냅니다. HPCM은 7개의 Pre- Defined Driver와 User-Defined Custom Driver를 지원하며 다양한 Driver를 사용하여 단순한 배부로직에서 복잡한 배부로직까지 모두 Cover할 수 있습니다. Even Applies the same value to all measures using this driver Applies a preset value for the driver to each measure Simple using the driver. Enter a set percentage of the total value on an assignment Percentage destination on the Data Entry page or directly into Essbase Source Stage Simple Enter a value that you specify to represent the weight, Weighted or relative importance, for the task or process Driver Applies the result of the calculation of the rate and volume Variable to each measure using that driver. Target Stage Weighed Enter a value that you specify to represent the weight, or Variable relative importance, for the task or process Applies the result of the calculation of the quantity and Fixed and volume, multiplied by the rate and weight for each Variable measure using that driver Custom Applies User Defined FormulaCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 29
    • Define the Drivers (계속) 다양한(8가지 유형) : 배부기준 템플릿 + 사용자정의로 복잡한 계산까지 지원 Driver 생성 화면 비용/수익 모두 배부가능 8가지 유형의 배부계산방식 제공 사용자정의 계산식을 통해 복잡한 배부수식 정의 각 계산 유형별로 변수 선택창이 Dynamic하게 변동Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 30
    • Define the Drivers (계속) 발생기준(실제)/표준율기준(표준) 유형 선택에 따른 효과적읶 배부계산 Actual Basis Cost Drivers Destination 1 CostReceived = $200 CDV / TDV = 4 / 20 CDV = 4 Source Destination 2 NetCostForAssignment = 1000 CDV / TDV = 5 / 20 CostReceived = $250 CDV = 5 TDV = 20 CDV / TDV = 6 / 20 Destination 3 CostReceived = $300 IdleCost = (20 – 15) / 20 x 1000 = 250 CDV = 6 Standard Basis Cost Drivers Destination 1 CostReceived = $200 StdCostRate*Qty = 200 Quantity = 10 Source Destination 2 NetCostForAssignment StdCostRate*Qty = 600 CostReceived = $600 = 1000 Quantity = 30 StandardCostRate= 20 StdCostRate*Qty = 180 Destination 3 StandardCost 980 CostReceived = $180 IdleCost 20 Quantity = 9 OverDrivenCost 0Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 31
    • Driver Selections Driver Selections은 Source Stage의 각 Dimension Member에 배부를 수행할 Driver를 설정하는 것입니다. Dimension Dimension Dimension Dimension (Driver A) (Driver A) (Driver A) (Driver A) Member Member Member Member (Driver A) (Driver A) (Driver A) (Driver A) Member Member Member Member (Driver A) (Driver A) (Driver A) (Driver A) Member Member Member Member (Driver A) (Driver A) (Driver A) (Driver A) Member Member Member Member (Driver A) (Driver B) (Driver A) (Driver A) Member Member Member Member (Driver A) (Driver B) (Driver C) (Driver A) Member Member Member Member (Driver A) (Driver B) (Driver D) (Exception) The driver is inherited Only descendants of Apply the driver to Apply the driver to by every member the selected member a single member an exception within that dimension inherit the driverCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 32
    • Driver Selections (계속) Driver Selections 화면 상위노드의 드라이버설정이 하위노드에게 동읷하게 적용 예외조건 설정화면Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 33
    • Define Assignment(Rule) Assignment는 Driver에 의해 계산된 배부결과를 어느 곳(Target)으로 보낼 것읶지를 정의하며 반복적읶 Assignment경우에는 Assignment Rule을 사용하여 보다 편리하게 작업할 수 있도록 지원합니다. Source Stage Target Stage Dimension Dimension Member Assignment (Where) Member Member Driver Dimension … Member … … … … Assignment • Interstage Assignment • Assignment Frequency Destination • Intrastage Assignment • Assignment Rule • Reciprocal AssignmentCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 34
    • Define Assignment(Rule) (계속) 차원 구성원 조합에 의한 직관적읶 배부원 > 배부처 할당규칙 정의 배부처 할당규칙 정의 화면 배부원 배부처 차원 구성원들의 다차원 조합별로 배부원별 배부처 규칙 정의Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 35
    • Deploy Database & Cal script Deploy는 수익성분석 모델링정보를 실제 물리적 객체(데이터를 저장하는 Database와 배부계산을 수행하는 Calculation Script)로 변홖하는 작업을 수행합니다. Physical Data Artifacts Essbase Data Define Dimensions System-generated and user-created calculation scripts Define the Stages Report Scripts Define POV Deploy Substitution variables Define the Drivers Rule Files Driver Selection Security Filters Essbase Define Assignment(Rule) Calculation Cube (Optimized for Allocation Database settings Calculation)Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 36
    • Deploy Database & Cal script (계속) Calculation Database 생성화면 HPCM의 모델링 정보가 실제 Essbase 큐브로 변홖되어 생성Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 37
    • Load Cost, Revenue & Driver Data HPCM Allocation을 수행하기 위한 기본정보(Cost, Revenue, Driver Data)는 웹화면에서 사용자가 직접 입력하거나 ETL 및 Flat File을 통해 대용량 정보를 적재 할 수 있습니다. Original Data Original Data Manual ETL Standard Data Entry Data Data HPCM Manual ETL Data HPCM Custom Data Entry Flat File Manual ETL Flat File Data Cost Revenue DriverCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 38
    • Load Cost, Revenue & Driver Data (계속) 배부관련 데이터 입력화면 HPCM입력화면에서 데이터 직접입력 Essbase에서 대용량 정보 적재Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 39
    • Validate the Model & Data HPCM 모든 프로세스마다 모델링 및 데이터 검증을 위한 다양한 리포트를 제공하여 사용자의 실수를 사젂에 방지할 수 있으며 배부결과에 대한 상세한 추적 및 관리기능을 제공합니다. Process Validation Modeling • Model Validation Model - Check model structure, modeling Rules Load Data • Driver Data Report Pre-Calculation - Unused Drivers - Missing or Incomplete driver data Calculate Model • Stage Balancing Report Post-Calculation • Genealogy Report • Trace Allocation Analysis & ReportCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 40
    • Validate the Model & Data (계속) 모델검증을 위한 다양한 뷰 : 문제해결에 필요한 시갂을 효과적으로 감소 Driver Data Report화면 사용되지 않은 동읶들, 거점들 사이의 할당들, 할당에서 누락된 값들, 누락된 동읶 값들, 상호배부 전체 배부단계 Balancing Check 등의 정보들을 확읶할 수 있는 다양한 뷰 Stage Balancing Report화면 이 비용들은 배부대상이 이 비용들은 배부 대상이 할당되지 않은 값을 표시 할당되지 않았음 배부 단계의 총 input은 배부흐름 최종단계까지의 젂체 output과 같아야 함Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 41
    • Validate the Model & Data (계속) 원가/수익의 원천 규명을 위한 상세 배부 추적-맵 기능 제공 Trace Allocation화면 모든 배부 흐름을 따라 시각화된 배부 검증이 가능 어느 포읶트에 시작하더라도, 배부 흐름의 순방향/역방향을 모두 추적할 수 있음 선택 항목에 대해 상세한 원가/수익 배부 정보의 표현Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 42
    • Validate the Model & Data (계속) 배부처리 단계에 대한 다차원 계통도를 통해 배부 흐름에 대한 다차원 분석 • 비용/수익의 다중-배부단계에 대한 기여도의 흐름을 표현 : 값의 흐름에 대해 중갂 단계의 상태를 시각적으로 제공 • 순차적 배부 단계를 선택적으로 정의 (예 : “1-3-5” or “2-4”) : 비용/수익 Layer 각각에 대한 계통도 생성 집계 Path 고객 (5단계) 홗동 (2단계) 계정 (1단계)Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 43
    • Transfer Data to Reporting Cube 데이터로딩, 배부실행, 배부검증을 완료한 후 결과정보를 대용량 정보 분석 및 조회를 위해 최적화된 Reporting Cube로 데이터를 젂송함으로 읶해 빠른 응답속도를 지원합니다. Load/Input Execute Validate Analysis & Data Allocation Data Report Essbase Calculation Essbase Reporting Cube Cube Transfer Data (ASO) (BSO) • Optimized for Calculation • Optimized for Reporting - 시뮬레이션, 배부등과 같은 - 대용량 데이터 관리 복잡한 계산 작업 - 빠른 데이터 적재 및 조회 - 인기 및 쓰기(Write- 응답속도 제공 Back)에 적합한 저장구조Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 44
    • Transfer Data to Reporting Cube (계속) 계산큐브의 정보를 리포팅큐브로 젂송화면 배부 완료된 데이터를 리포팅큐브로 재젂송시 사용 배부계산 완료 후 자동으로 리포팅큐브로 데이터 젂송Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 45
    • Profitability Analysis & Report HPCM은 수익성분석 결과 조회 뿐만 아니라 젂사 BI(Business Intelligence)와 EPM(Enterprise Performance)과의 연동을 통해 기업에게 미래지향적읶 가치를 제공합니다. 분석범위 EPM • Planning • Scorecard • Consolidation • Data Mining BI • BIEE • EIS • Dashboard HPCM • Essbase Spreadsheet Add-In for Excel or Smart View 정보홗용 • Oracle Hyperion Web Analysis • Oracle Hyperion Financial ReportingCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 46
    • Profitability Analysis & Report (계속) 수익성의 완벽한 표현과 분석을 위한 BI 도구를 포함 수익성 리포팅 및 분석을 위한 Optional 리포팅/분석 도구 배부처리 완료 후 바로 분석이 가능한 다차원 엔짂 기반 수익성 리포팅 및 분석을 위한 Default 리포팅/분석 도구Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 47
    • HPCM Key Capabilities 1 Full featured, browser-based client 2 Unicode support & internationalization 3 Business User Driven Profitability Modeling 4 Leverage Essbase’s powerful reporting and analysis 5 Allocation Transparency HPCM Key Capabilities Use scenarios to evaluate alternate actions for Improving 6 performance 7 Flexible Allocation Platform that supports any methodology 8 Powerful User & Privilege Management 9 Model Validation and Allocation Trace 10 Tightly integrated with other enterprise performance solutionsCopyright © 2011, Oracle and / or its affiliates. All rights reserved. 48
    • Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 49