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Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management

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Presentation to demonstrate how a world leader in metal, electronics, and curbside recycling, implemented the Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) application to satisfy their forecasting and budgeting needs. The solution uses a Hybrid architecture, in which on-premises Financial Data Management Enterprise Edition (FDMEE) is used for data integration, for loading from source systems to EPBCS, and to integrate post forecast data with on-premises Hyperion Financial Management (HFM).

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Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management

  1. 1. Integrated Business Analytics Solutions Integrated Planning using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management Jim Clark, VP of Global Reporting, Sims Metal Management Vatsal Gaonkar, Principal, Edgewater Ranzal
  2. 2. 2 • Introduction • Prior Vs Future Financials System State • EPBCS at Sims • Demand Planning • Demo • Important Technical Artifacts • Successes and Future Enhancements • Q&A Agenda
  3. 3. 3 Introduction Jim Clark https://www.linkedin.com/in/jam es-clark-1279167/ • Summary – Global VP of Financial Reporting – 8+ years at Sims in a variety of accounting & finance functions • Experience with HFM/FDM for consolidations and reporting – Joined FP&A at creation of department • Primary task was implementing Budget solution – Speaker at 2017 Oracle Open World • Project Responsibilities – Project lead for global implementation of EPBCS – Oversee transition from FDM Classic to On-Prem. FDMEE 11.1.2.4.210 – Oversee upgrade of HFM to 11.1.2.4
  4. 4. 4 • Sims Metal Management – World’s leading publicly listed Metal Recycler (SMM) – World’s leading Electronics Recycler (SRS) – Municipal Curbside Recycling (SMR) – Operations in 5 Continents • Prior Enterprise Close and Planning Landscape – HFM for Actuals and Budget (done offline and submitted) – FDM for Data Integration – Forecasting and Budget done offline in Excel (cumbersome process) – All HFM processing done at Entity and Cost Center Level Introduction
  5. 5. 5 • Ability to Plan at Product, Facility and Department Level • Demand Planning based on Intake of Goods and Processing • Integrate Product Margin line items with Financials • Data Integration of source systems for inventory and financials • Post Planning process Data integration to HFM for comparative analysis • Out of the Box Roll-out of Workforce and Capital Business Processes • Standardization of Planning Chart of Accounts – Separate Budget and Forecast level of planning Project Deliverables
  6. 6. 6 Prior Financial Systems Architecture
  7. 7. 7 New Cloud Hybrid Architecture
  8. 8. 8 • Product and Facility Based Model – Demand Planning/Production Model – Sales Modeling / Shipping Model – Inventory Pricing • Financials – Integration from Production Model – Income Statement and Balance Sheet integration – Balance Sheet and Cash Flow Modeling • Other Business Processes – Capital – Workforce Future State Enterprise Planning
  9. 9. 9 • Summary – Over 12 years of Enterprise Performance Management (EPM) experience across on-premises, cloud and hybrid deployments – Design, Development and Deployment roles across approx. 30 projects over the years – Speaker at Oracle / Hyperion conferences such HUGMN, DCOUAG, OAUG and ODTUG • EPM Cloud Summary – EPBCS design and deployment – PCMCS development – EPM Cloud products integration using Data Management – EPM Automation design and deployment Introduction Vatsal Gaonkar vgaonkar@ranzal.com https://www.linkedin.com/in/vats algaonkar/ 312.405.6242
  10. 10. 10 Comprehensive Business Solutions Ranzal’s solutions drive improved business performance through better decision making, strong customer engagement and optimized operations Deep Oracle Partnership Drives Customer Value Adaptable Deployment Models Diverse Client Portfolio & Industry Expertise Bio Tech and Pharma Medical Supplies Team Highlights Multiple Oracle ACEs Seasoned delivery team with avg ~6 yrs serving Ranzal clients Experienced mgmt team with avg 12 yrs leading Ranzal Introduction
  11. 11. 11 Financials Out of the Box Vs Custom Financials Trend Based and Direct Input Models Loaded Data Volumes Unit Price Product Margin Volumes Unit Price Product Margin Out of the Box Custom Demand Model
  12. 12. 12 • What is Demand Planning • Process Flow – Import/Manage Inventory – Process Inventory – Sell Finished Goods – Recognize Revenue and COGS – Input Other Expenses – Financials Integration • Important Artifacts – Inventory Weighted Average Price Model – Shipment Model – Intercompany and Interbranch Models – Overhead Allocation Demand Planning
  13. 13. 13 Demand Planning to Financials
  14. 14. 14 Demo
  15. 15. 15 • Valid Intersections • Plan Element Dimension – Actuals – Planning – Production Modeling • Production Model • Sales Modeling leveraging Flex Dimensions and Data Maps • Shipments and Weighted Average Inventory Price • Product Gross Margin Summary • Income Statement & Tonnage Integration • Balance Sheet Integration Important Technical Artifacts
  16. 16. 16 • By Facility Planning • Gross Margin by Product and Facility • Income Statement by Facility • Inventory by Facility • Integrated Financials • Successful 2018 Budget • Integration with on-premises HFM Successes
  17. 17. 17 • Trend Based Analysis • New Production Models • First In and First Out Inventory Pricing • Sensitivity Analysis • Workforce Global Roll-out • Profitability Analysis • Projects Business Process Roll-out Future Enhancements
  18. 18. 18 8 Speaker Sessions Monday, 6/11: • 10:45am – 11:45am: Baha Mar's All In Bet on Red - The story of integrating data and master data with PBCS, FCCS and ARCS • 2:30pm - 3:30pm: Visual Approach to Essbase Calcs: 2018 • 4:15pm - 5:15pm: Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management Tuesday, 6/12: • 9:00am - 10:00am: FDMEE versus Cloud Data Management - The Real Story • 10:15am - 11:15am: Edgewater Ranzal: Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy? • 2:15pm - 3:15pm: Why Should I Care About DVD? Blu-Ray is the New Thing, Right? Wednesday, 6/13: • 11:45am - 12:45pm: Putting Predictive Planning to Work • 2:15pm - 3:15pm: EPM Automate - Automating Enterprise Performance Management Cloud Solutions Visit us at Booth # 407

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