Customer Success Story: Workforce Planing at Medinah 2013

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Jones Lang LaSalle, a real estate and investment company, wanted a comprehensive planning, forecasting and reporting solution across the entire enterprise for 17,000 employees and 20,000 properties. Emtec implemented Oracle Hyperion Planning to centralize the allocation process and eliminate the labor-intensive use of Excel spreadsheets along with a customized PeopleSoft planning and forecasting application. View the full presentation at the Emtec Event Archive.

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Customer Success Story: Workforce Planing at Medinah 2013

  1. 1. Customer Success Story: Workforce Planning at JonesLang LasalleHyperion Performance & Business Analytics Networking EventDan Franceschina, EmtecMay 8, 2013
  2. 2. Emtec, Inc. Proprietary All rights reserved 2013.Presentation Agenda2IntroductionsWhere we startedApplication FunctionalityProject ImplementationWhere are we today and Enablers of Success
  3. 3. Emtec, Inc. Proprietary All rights reserved 2013.Where we started - PeopleSoft• Custom built planning module in PeopleSoft–Employee planning function–Revenue and Expense function• Employee planning system had very basic functionalities• Very manual and time consuming process to load revenue and expenses–Created 200+ templates–Sent templates out to business groups–Returned finance templates were manually reviewed and loaded into PeopleSoft• Ledger updated every 3 hours with employee data• No currency conversion functionality3
  4. 4. Emtec, Inc. Proprietary All rights reserved 2013.Issues with the Current PeopleSoft Process• Planning Inefficiencies–Over 200+ planners submit plans to finance via Excel templates–All planning correspondence with end users was manual–About 60-70 percent of time spent loading and reconciling data as compared to 30-40 percent foranalysis and planning–Overhead allocations took 1-2 days to run which required locking users out of the system – process isrun multiple time each planning cycle.–Could only retrieve an updated P&L every three hours4
  5. 5. Emtec, Inc. Proprietary All rights reserved 2013.Issues with the Current PeopleSoft Process• Compensations and Benefits Planning• Allocating plan dollars to monthly periods is difficult – only allocation available was even,process changed to work days• Employee allocation took multiple hours to run – executed every three hours–No workflow approval for employee transfers–Unable to track employee transfers.–Calculations were not flexible by line of business or country• Merit Increases• Benefits/Tax calculation• Monthly Spreads5
  6. 6. Emtec, Inc. Proprietary All rights reserved 2013.Issues with the Current PeopleSoft Process• System Linkages• No What if Abilities• Unable to approve budgets prior to loading into PeopleSoft• No Versioning Capabilities–No Audit controls–Costly and time consuming to enhance and upgrade – highly customized6
  7. 7. Emtec, Inc. Proprietary All rights reserved 2013.Goals of the Project• Efficiency and Functionality–Streamline the budgeting/forecast process by using a robust budgeting and planning tool, thusreduction of inefficiencies–Comprehensive cohesive planning process–Broker Cube for commission calculations–Reduce manual processes and duplication of works to allow more time for analysis–Ability to plan into local currency and dynamically translate to USD–Flexible employee planning system• Reporting and Analysis–Better tracking of the budget numbers and versions.–Gain an analysis tool in which users can easily slice/dice the data for dimensional reporting.–Allow business unit partners outside of the Finance to access their respective reports without relyingon Finance to run the reports in nVision and delivering the output.7
  8. 8. Emtec, Inc. Proprietary All rights reserved 2013.Project Staffing - We had a dedicated “core” cross-functional team81 JLLTechnicalResource1 ProjectManager3 Developers(consultants)FinanceSteeringCommittee= Part Time= Full TimeFinanceSME’s(25)1 Parttime ITResource
  9. 9. View the full presentation at the Emtec Event Archive.Interested in more?Our website has the fullpresentation, and others, fromthe 6th Annual Oracle HyperionPerformance Management &Business Analytics NetworkingEvent

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