Groovy, Game Changing Technology at Breakthru Beverage Group

1. TOP DOWN AND BOTTOM UP PLANNING
AT BREAKTHRU BEVERAGE GROUP
Groovy, Game Changing Technology at Breakthru Beverage
Group

2. 2
Facilitators
Chris Hull
VP of Financial
Planning Analysis
Kyle Goodfriend
Mgt. Consultant

3. 3
PRESENTATION AGENDA
01 INTRODUCTION
Setting the expectations and
introducing the speakers
02 APPLICATION OVERVIEW
Application, purpose, top down
planning, and seeding
03 PERFORMANCE CHALLENGES
Product updates, allocations, long
wait times for consolidated
reporting
04 REAL-TIME REPORTING
OVERVIEW
How Groovy allowed us to
overcome performance issues
and enable real time consolidated
reporting
05 REAL-TIME REPORTING
DEMONSTRATION
Live demo showing how Groovy
Calculations solved performance
issues
07 Q&A
Q/A, review, and opportunities
for next steps to setup an
optimization assessment
06 INTERACTING WITH PLANNERS
IN REAL-TIME
Live demo showing other
enhancements Groovy provides,
like user input validation

4. INTRODUCTION

5. 5
SESSION GOALS
• Breakthru Beverage Group will summarize the project
and the benefits of the implementation
• Huron will
• Highlight the application architecture and data flows
• Summarize the benefits of using Groovy
Calculations
• Demonstrate data forms and on save real-time
reporting
• Show the benefits of input validation
• Facilitate an open dialogue for questions and answers
The application demonstrated has altered metadata and data has been
randomized. The size of metadata and volume of data is twice the size
compared to the production application at Breakthru Beverage Group

6. 6
DELIVERY OVERVIEW
• Kyle Goodfriend – Lead Architect
• 5 Month Implementation timeframe
• Staff
• Huron: 2 developers/architects
• Breakthru:
• 4 SMEs, 1 PM
• IT help sourcing data
• Key Success Factors
• Tight integration with finance
• Daily interaction, Q/A, and testing
• Willingness to adapt to changes

7. 7
BREAKTHRU BEVERAGE
INTRODUCTION
• Chris Hull – VP Financial Planning & Analysis
• About Breakthru Beverage:
• $5B Spirits, Wine & Beer Wholesale distributor
operating in the United States and Canada
• Distribute thousands of different brands
• Over 7,000 employees
• Distribute beverages to any company with a liquor
license in 14 states

8. 8
PROJECT GOAL & OBJECTIVES
Goal: To drive best practices & consistency in
the budgeting, forecasting, & financial reporting
process
Innovation
Single tool for
the business for
planning,
reporting, &
consolidations
Productivity
Drive consistent
budget, forecast,
and reporting
processes
across Breakthru
Gain efficiencies
in the planning
and reporting
processes
Growth
Global visibility
into detailed
budget during &
after the budget
process
Ability to scale &
centralize
Accurate short
and long-term
planning to
enhance
decision making

9. 9
BUDGETING & FORECASTING
Old Process
• Two separate budget processes
for legacy companies
• Decentralized & inconsistent views
of data & budget execution
• Manual excel templates
• Level of detail captured varies
• No consolidated visibility into
budget
• No control or visibility over global
drivers & budget detail
• Difficulty in managing version
control
New Process
• One tool for budgeting &
forecasting
• Efficient and consistent process
across all companies
• Systematic & driver based process
• Required level of budget detail
captured through tool
• Reporting capabilities to
incorporate budget at detailed
levels
• Enables budget to be done
centrally, locally, or a combination
of both
• Systematic Version Control

10. 10
WHY ORACLE EPBCS?
• Chose Oracle EPBCS as a result of a formal RFI
process
• Key Reasons:
• Functionality met our needs for full P&L budgeting
• Oracle a Gartner magic quadrant “Leader” in
category
• Drive efficiencies and Centralization of processes
• Ability to Scale

11. 11
BREAKTHRU PROJECT
RECAP
Wins
+ Full P&L forecasting
and budgeting
functionality
+ Consolidated budget
reporting
+ Consistent and rich
budget data
Lesson Learned
+ Know your User Base
+ Phase out project
+ Must have internal IT
support (sourcing data)
+ UAT critical
+ Realistic expectations

12. APPLICATION
OVERVIEW
2

13. 13
Financial App GP Workforce
Version x x x
Scenario x x x
Years x x x
Entity x x x
Account x x x
Period x x x
Cost Center x x
Source x x x
Currency x x x
View (ASO Only) x x x
Material Group x
Vendor x
Channel x
Union Code x
Job x
Employee x
WFP GP
Fin
Win VM
Automation
APPLICATION WALKTHROUGH
SQL
Restatement
SAPWorkday User MS AX
Sources

14. PERFORMANCE
CHALLENGES
3

15. 15
PERFORMANCE CHALLENGES
• Users wanted to see changes made to product level
updates in a consolidated P&L, in real-time
• Data forms were updated at summary levels and included
hundreds of products – on save the allocations would run
on all products, whether updated or not
– 27M possible combinations
• Smart Pushes were hitting memory limits and failing in
ePBCS
• Smart Pushes were taking too long to run in the form
foreground
– Running in background would not notify the user when
it finished or if it failed
• On demand consolidations midday took hours

16. 16
USER INTERACTION
CHALLENGES
• When users phased monthly changes, the yearly
impact had to net to zero
• Users needed to visually see data that was changed
from the seeded amount
• Dependencies existed when data was entered
– If units were entered, price was required
– Employee start date couldn’t be before term date
– Other input validations were required before a user
updated the budget

17. 17
WHAT IS GROOVY

18. 18
GROOVY AND EPBCS
• Released in June 2017
• Available in EPBCS and PBCS+1
• Works the same in Excel and web browsers
(minor exceptions)
• Functional Highlights
– Interacts with form before and after data form save
– Isolates calculations and data maps to only cells that changed
– Customize communication to users regarding data issues and
processes
– Initiates actions (smart pushes, calculations, notifications) in
business rules
– Syncronizes data from ASO to BSO plan types, eliminating the
need to do lengthy consolidations
• Don’t have full Groovy or Java access
• Groovy is not available outside of calculations

19. 19
IMPROVEMENTS WITH GROOVY

20. 20
IMPROVEMENTS WITH GROOVY

21. REAL-TIME REPORTING
OVERVIEW
4

22. 22
GP ARTIFACT OVERVIEW
• Input data forms
– Overrides - applies price, volume, and GP%
growth overrides to seeded data
– Phasing - adjusts price, volume, and GP% by
month
– Spend - direct input of non driver-based accounts
– New Brand Families - direct input of new products
or existing products with no prior history
• Numerous reporting data forms

23. 23
Financial App GP
Version x x
Scenario x x
Years x x
Entity x x
Account x x
Period x x
Cost Center x
Source x x
Currency x x
View (ASO Only) x x
Material Group x
Vendor x
Channel x
GP OVERRIDE SAVE PROCESS
Fin
GPUser Input
Execution Initiated On Form Save
1. Validation and Business Logic
Execution
2. Data Map
3. Data Movement (ASO to BSO)
4. Data Movement (ASO to ASO)
5. Currency Calculation and Data
Map

24. 24
PERFORMANCE IMPROVEMENT
99%IMPROVEMENT 98% 99%
Reporting includes all updates from
detailed modules (product, Capex,
workforce, and similar modules) and
is included in
real time as changes are made
Consolidated Reporting
Reporting includes all updates from
detailed modules (product, Capex,
workforce, and similar modules) at
scheduled intervals
users have to wait to see
consolidated information
Groovy eliminates the need to
consolidate the BSO cube and
copies data directly from the
ASO cube at a consolidated
level
.2 Seconds
Dimensions are consolidated
and copied to the P&L model
82.9 Seconds
Consolidated P&L
Product detailed dimensions
are consolidated and moved
to the P&L model
Groovy selects only the cells
that where edited and copies
only what changed to the
reporting model
1.0 Seconds
All data on the form is
synchronized
14.5 Seconds
Smart Push
Data synchronizes to the
reporting cube for analysis
01
0110
0001
01101
Groovy selects only edited
cells and executes the logic
on only products and periods
that changed
0.3 Seconds
All products on the form are
calculated
26.1 Seconds
Business Logic
Growth rates are entered at
total product breakouts and
allocated to the detailed level
With the inclusion of Groovy
and access to the Java API,
more customization can be
integrated to maximum
performance and achieve real
time consolidated reporting
Submit
Planner Input
User submits updates to the
Gross Profit model at a
detailed product level that
exists at a more granular level
than in the P&L model

25. 25
BACK END PERFORMANCE CHANGE
Reporting includes all updates from
detailed modules (product, Capex,
workforce, and similar modules) and
is included in
real time as changes are made
Consolidated Reporting
Reporting includes all updates from
detailed modules (product, Capex,
workforce, and similar modules) at
scheduled intervals
users have to wait to see
consolidated information
Automated Process
Administrative processes are
executed to run all business
logic and model
synchronizations
The entire data set is
consolidated and moved to
the P&L model
12.0 Seconds
Dimensions are consolidated
and copied to the P&L model
663.6 Seconds
Global Consolidation
Global product consolidations are
often required to catch all changes
and completed during
maintenance windows
99% 99%

26. REAL-TIME REPORTING
DEMONSTRATION
5

27. 27
CUSTOM LOG EXAMPLE

28. INTERACTING WITH
PLANNERS IN REAL-TIME
6

29. 29
INPUT PRE-SAVE VALIDATION

30. 30
WHY PRE-SAVE VALIDATION
IS SO CRITICAL
• Improves accuracy of data input
• Reduces fire drills at the end of the budget cycle
• Reduces user frustration
• Minimizes user questions / help desk tickets
• Puts data validation in the hands of the users
• Creates proactive correction
• Acts as training vehicle
• Increases business logic transparency to the user

31. Q&A
7
Kyle Goodfriend
614.668.7324
kgoodfriend@huronconsultinggroup.com

32. 32

33. 33
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