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Integrating Strategic Planning Targets with Operational Budgeting and Forecasting


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This presentation flows through the strategic planning process to operational budgeting and forecasting. Mija demonstrates how the solution plugs right into the Oracle EPM framework allowing users to share reports, analysis and dashboards across the enterprise as well as integrate results with other business processes.

Published in: Business, Technology

Integrating Strategic Planning Targets with Operational Budgeting and Forecasting

  1. 1. UK Oracle Users Group Integrating Strategic PlanningTargets with Operational Budgeting and Forecasting Presentation Time: 16:25 - 17:25 June 14, 2011 Mija Deering Principal Solutions Mgr Michael Killeen Vice President
  2. 2. Agenda • About Ranzal • Why Need for Enterprise Planning? • Alignment and Integration • Product Demonstration • Q&A Slide 2
  3. 3. About Ranzal Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for 700+ companies (1,000+ projects) Oracle Platinum Partner - Highest Status Hyperion “Americas Reseller” & “Partner of the Year” › 1999, 2005 & 2007 Certified EPM Consultants & Instructors Vertical Expertise with High-Profile Clients Sound Project Methodology Ensures Project Success › Support Business Applications from start to finish One of the Largest Hyperion Practices Slide 3
  4. 4. Typical Approach to Strat Plan Development CFO Office Baseline Budget/Forecast + Initiatives FP&A Group + New Projects + Acquisitions Corporate Development - Divestitures + Capital Structure Assumptions Treasury Dept + Debt Detail, Dividends Strategic Plan Slide 4
  5. 5. Why Need for Enterprise Planning• Long Term View Essential for Better Decision Making• Better Management of Costs LRP• Improved Methods of Measuring Performance• Identifying and Reducing Risk Budget /• Streamlining consolidation and Forecast improving compliance Reporting & AnalysisHow do I to get there? Slide 5
  6. 6. Oracle Enterprise Performance Management Slide 6
  7. 7. Hyperion Strategic Finance (HSF) Consolidation of Regions and Segments Scenarios AnalysisModeling by Business Unit, Region or Segment What-If Analysis Forecasting Evaluating Macro Drivers Long-Term Ad-hoc Planning Scenarios Integrated Solution Corporate Funding Development Analysis Joint Ventures and New Projects Funding Requirements for NSO Growth Mergers & Acquisitions Debt and Covenant Analysis Divesting Unprofitable Stores and BU’s Impact on Credit Rating Slide 7
  8. 8. Hyperion Planning (HP) Various Plan Types Workflow and process management Task Lists / Validation Approval Process Supporting Detail Textual Information Interactive / Flexible Modeling Intuitive interface Web Based Excel Slide 8
  9. 9. Oracle’s Enterprise Planning Advantage Slide 9
  10. 10. Set Strategic Plan at the Appropriate Level Slide 10
  11. 11. Seed Budgets With Strategic Targets Slide 11
  12. 12. Allocate Targets to Budget Level of Detail Slide 12
  13. 13. Allocate Expense Targets …. Slide 13
  14. 14. Oracle’s Enterprise Planning Advantage Slide 14
  15. 15. Reporting Options Dashboards Web Form Excel Financial Reporting MS Office Workspace Reporting & Analysis Slide 15
  16. 16. Product Demonstration Slide 16
  17. 17. Advantages of Integrated Solution• Alignment within Organization HSF• Increased Transparency / Visibility Top Down - Strategic • Improved communication of Planning Targets & organizational goals/strategies & Initiatives action plans • Visibility to Assumptions • Improved Workflow Bottoms Up - Operational• Agility Budgeting and Forecasting • Ability to rapidly react and adopt to changing requirements • Faster time to go thru cycles • Less IT dependence Slide 17
  18. 18. QuestionsMichael Killeenmkilleen@ranzal.comTel: +44 (0) 7592 146 289Mija Slide 18
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