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Integrated Planning Using Enterprise Planning & Budgeting Cloud Service (EPBCS) at Sims Metal Management

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Integrated Planning Using Enterprise Planning & Budgeting Cloud Service (EPBCS) at Sims Metal Management

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Integrated Planning Using Enterprise Planning & Budgeting Cloud Service (EPBCS) at Sims Metal Management

  1. 1. Session ID: Prepared by: Remember to complete your evaluation for this session within the app! 10323 Integrated Planning using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management 04/24/2018 Vatsal Gaonkar Principal Edgewater Ranzal
  2. 2. Agenda • Introduction • Prior Vs Future Financials System State • EPBCS at Sims • Demand Planning • Demo • Important Technical Artifacts • Successes and Future Enhancements • Q&A
  3. 3. Introduction
  4. 4. Introduction – Vatsal Gaonkar • 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 Vatsal Gaonkar vgaonkar@ranzal.com https://www.linkedin.com/in/vats algaonkar/ 312.405.6242
  5. 5. Introduction – Edgewater Ranzal Inc. • Oracle Platinum Partner, Oracle Partner Advisory Council, 2 ACEs • More than 200 consultants with an exclusive multiproduct focus across the entire Oracle Business Analytics Suite • Oracle Cloud Excellence Implementer with consistent delivery of successful Oracle Cloud implementations • 100% Cloud certification within Planning practice • Trusted advisory relationship with Oracle Product Development, Oracle Customer Advisory Board, and Special Interest Group members • Extensive experience in the planning, design, and implementation of integrated Oracle EPM, BI, and BD solutions and best practices • Recognized by Oracle for Outstanding Achievement in Big Data • Proven Oracle-specific methodologies, templates and supporting tools, as well as industry thought-leaders and deep technical practitioners
  6. 6. Introduction • 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
  7. 7. Prior Vs Future Financial Systems State
  8. 8. Prior Financials System Architecture
  9. 9. Project Deliverables • 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
  10. 10. New Cloud Hybrid Architecture
  11. 11. Future State Enterprise Planning • 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
  12. 12. EPBCS at Sims
  13. 13. 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 BoxCustom Demand Model
  14. 14. Demand Planning
  15. 15. Demand Planning • 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
  16. 16. Demand Planning to Financials Integration
  17. 17. Demo
  18. 18. Important Technical Artifacts
  19. 19. Planning Artifacts • 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
  20. 20. Successes and Future
  21. 21. Successes • 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
  22. 22. Future Enhancements • 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
  23. 23. Session ID: Remember to complete your evaluation for this session within the app! 10323 vgaonkar@ranzal.com

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