Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Profitability & Cost Management Cloud Service: Have It Your Way

Profitability & Cost Management Cloud Service: Have It Your Way

  • Be the first to comment

Profitability & Cost Management Cloud Service: Have It Your Way

  1. 1. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  2. 2. Celebrating twenty years of Integrated Business Analytics Solutions ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA Profitability & Cost Management Cloud Service Have it Your Way! Bart Stoehr – Sr. Product Director, Oracle Mike Killeen – Sr. VP Technology & Strategy, Edgewater Ranzal ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA
  3. 3. Introduction to Edgewater Ranzal 3 Oracle Platinum Consulting Partner - 100% Focus on Oracle Business Analytics (EPM/BI/Big Data) 200+ Full time EPM/BI/Big Data Billable Consultants throughout the US, Canada and the United Kingdom EPM & BI Experience & Success 2,000+ Oracle EPM, BI, & Big Data projects successfully delivered since our founding in 1996 Depth & Breadth of Service Offerings Product Experts across: EPM Suite - Planning, HFM, HSF, HPCM, DRM, FDMEE Business Intelligence – OBIEE, Essbase Big Data – Big Data Discovery, Endeca Information Discovery, Hadoop and EBS Information Discovery Visioning & Roadmaps, Full Life Cycle Implementations, Tech Review & Assessments Additional Value Added Service Offerings Exalytics – Installation, Configuration & Benchmarking Services Infrastructure Services – Design, Configuration, Performance Tuning & Upgrades Support Services – Remote Help Desk, Lev 1 Support, Patch release Support Training Services - Customized and Pre-Packaged EPM/BI Training Delivery 2 Ranzal Oracle ACEs Across EPM/BI Platform (Planning/BI, HFM & FDMEE) Co-Development Efforts with Oracle Product Management Customer Advisory Boards, Beta Testing, Certification Exam Development Workforce Planning Balance Sheet Planning Capital Planning & PFP HFM Financial Close Management Disclosure Management HPCM HSF FDMEE/ERPi & EPMA
  4. 4. Profitability & Cost Management Offerings 4 Service Offerings Customized & Core Product Training Delivery HPCM Model Types: Standard Model, Detailed Model, Management Ledger Profitability Project Initiation & Analysis Services Multi-Phase, Multi-Product Strategic Roadmaps & Visioning Future State Process Definition Costing Requirements Analysis & Proof of Concept Development Full Life Cycle Application Delivery By Type: Shared Service Costing & Charge Backs Operational Transfer Pricing & Inter-Unit Charges Global Expense Allocations - Dept & Project Management Profitability – Segment, Region & LOB Operational Profitability – Client, Product & Service Project Experience & Resource Capability 18 Experienced Full Time Consultants in the U.S. and EMEA Over 20 HPCM projects delivered (100 Total Globally) Comprehensive approach incorporates other tools such as DRM, FDMEE & OBIEE Close Relationships with Oracle Development – involved in initial Product Architecture Financial Close Suite Business Intelligence Enterprise Planning & Analytics Data Integration Services Training & Support Services Advisory ServicesInfrastructure Costing & Profitability Mgmt
  5. 5. Agenda 5 What is HPCM and What Does it Do? Preview the Cloud Today with HPCM Management Ledger Introduction to Profitability & Cost Management Cloud Service (PCMCS) PCMCS Demo PCMCS Accelerators – The Oracle Cloud Market Place Q&A
  6. 6. Packaged Profitability functionality • Computes Profitability for Units, Segments and Services • Pre-Built Framework for profitability modeling: Pre-built Measures dimension Support for Multiple Cost Allocation methodologies Pre-Built Validation reporting • Graphical Interactive Traceability Maps • Genealogy Reporting shows flow from any stage to any stage A User-Driven application • Measures, Allocates and Assigns Cost and Revenues via User Defined Rules • Finance User-facing Administration • Provides Scenario Modeling for Decision Making Tightly integrated with the full Hyperion EPM Suite • Shared Data and Master Data via EPMA • Shared Reporting Tools like Financial Reports & Smart View for Office • Proven Technology Stack Hyperion Profitability & Cost Management 6
  7. 7. Audit and Accuracy Shared Methodology Transparency 7 Flexibility Why HPCM? For These Key Requirements… Analyze different chargeback approaches to yield optimal mix of services versus costs incurred by the entity. Rapidly evolve methodologies as the business changes. Provide What-If capabilities to assess impact of key business decisions on bottom line Provide key stakeholders confidence in the numbers produced and methodologies employed to ensure compliance. Achieve this through meaningful allocations, automation, and system controls. Define consistent allocation and charge back methodology across all management cycles. Create consistent comparisons when reviewing and updating methodology result and planning for future management cycles. Give units the detail costs they incur for the service consumed. Compare effectiveness of internal unit services with those of external providers to ensure efficiency. Allow LOB managers to understand cost to serve and profitability results.
  8. 8. Group HQ Group Overhead (e.g. CEO) Group Services (e.g. Property, Controllership, IT) Inter Unit Charges ( e.g. Transfer Pricing, Contractual Charges) Inter Unit “Regulatory” Division 1 Shared Services Overhead Services Fully Allocated P&L (e.g. Channel, Fund, Region) Expense Allocations Fully Allocated “Thin Ledger” Product Profitability Customer Profitability Operational Profitability “BI” Division 2 Overhead Services Fully Allocated P&L (e.g. Channel, Fund, Region) Division 3 Overhead Services Fully Allocated P&L (e.g. Channel, Fund, Region) HPCM Application Types 8
  9. 9. HPCM Has Multiple Model Types to Solve Different Allocation Problems 9 Version 11.1.1.1 Version 11.1.2.0 Version 11.1.2.4 Management Ledger Fully Allocated P&LClient Profitability via ABC Fund Profitability HFM/GL Actuals Planning Bgt/Fcst BI Reporting Tool
  10. 10. HPCM Modules Comparison 10 Standard Profitability stands out as the module that caters for highly complex allocations models and offers the widest range of reporting capabilities. Detailed Profitability stands out as the “heavy-lifter” of the 3 modules, enabling users to define simple allocation models with a wide range of dimensions and metadata granularity. Management Ledger combines both the metadata granularity as well as the logics complexity enabling users to define custom models without restricting or limiting the level of detail required for reporting.
  11. 11. Agenda 11 What is HPCM and what does it do? Preview the Cloud today with HPCM Management Ledger Introduction to Profitability & Cost Management Cloud Service (PCMCS) PCMCS Demo PCMCS Accelerators – The Oracle Cloud Market Place Q&A
  12. 12. HPCM Management Ledger 12 ASO EPMAHPCM HPCM repository OR ASO Metadata Cube Calculation and Reporting Meta Data File OR
  13. 13. Management Ledger- Metadata 13 System Dimensions POV Dimensions Business Dimensions
  14. 14. Management Ledger- Manage Rules 14
  15. 15. Management Ledger- Manage Rules 15 Setting a global context enables you to define default definitions for dimensions that will be used in all rule definitions for the selected POV. You should define a global context before defining rule sets for the selected POV.
  16. 16. Management Ledger- Manage Rules 16 - Set-up sequence of rule within a rule set - Select the option of executing : - Serial - Parallel - Iterative with number of required iterations
  17. 17. 1 2 3 . 4 5 User Interface and rule driven – no black box implementation with staging areas Validation performed at rule level Custom MDX scripts Traceability available in various formats Iterative rules for reciprocal allocations Management Ledger- Features 17 Unlimited Dimensions : Stage-less design allows 4 POV dimensions and unlimited business and attribute dimensions Source side rules, iterative rule support for reciprocal allocations, flexible driver references, custom calculations, and easy clear / recalculation Rule execution in parallel, serial, or iterations as needed, set by user Balancing by rule with allocations sent and received as well as adjustment values detailed by rule User defined slices through model views for enhanced rule balancing and trace analysis Visual allocation trace from aggregate or granular level, detailed by rule
  18. 18. Management Ledger- Traceability 18
  19. 19. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Introduction and Overview Profitability and Cost Management Cloud Service (PCMCS) Oracle Confidential – Internal/Restricted/Highly Restricted Bart Stoehr Senior Director, Product Strategy & Management EPM Development
  20. 20. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Introduction and Overview Profitability and Cost Management Cloud Service (PCMCS) Oracle Confidential – Internal/Restricted/Highly Restricted 20 • Feature Overview • Product Roadmap
  21. 21. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Profitability and Cost Management Cloud Service Pervasive and Focused Financial Analysis
  22. 22. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 22 Immediate Relevant & Insightful Actionable Oracle Confidential Profitability and Cost Management Cloud Service Embedded Analytics
  23. 23. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Profitability and Cost Management Cloud Service Pervasive and Focused Financial Analysis Multiple Dashboards Charts & Data Grids Key Performance Indicators Custom Time Aggregations Rank and Scoring Multiple Dashboards Charts & Data Grids Key Performance Indicators Custom Time Aggregations Rank and Scoring Population Performance Analysis Multi Dimensional Profit Rank and Order Allocation Rule Trace Custom Queries w/Drill to Smart View Population Performance Analysis Multi Dimensional Profit Rank and Order Allocation Rule Trace Custom Queries w/Drill to Smart View Custom Report Creation Strategic P & L Reports Cost Contribution Detail Custom Report Creation Strategic P & L Reports Cost Contribution Detail Sophisticated, Embedded Analytics and ReportingSophisticated, Embedded Analytics and Reporting
  24. 24. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 24 Sophisticated, Embedded Analytics and Reporting PCMCS Intelligence – Profit Curve and Rule Trace DemonstrationDemonstration
  25. 25. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Profitability and Cost Management Cloud Service Pervasive and Focused Financial Analysis Performance Ledger Applications Complex Multi Step Computations Flexible Allocation & Custom Calcs Business User Managed Rules Comprehensive Audit Trail Performance Ledger Applications Complex Multi Step Computations Flexible Allocation & Custom Calcs Business User Managed Rules Comprehensive Audit Trail
  26. 26. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Rapidly Build, Execute, and Validate Profit and Cost Models Performance Ledger: Game Changing Technology Design & BuildDesign & Build Purpose Built for Best Practices Use Cases • Business User UI , point-click, no coding • Structured Logic: Rules -> Rule Sets • 4 steps to build a rule: data driven and formula based| incl. recursive • Simple allocations, multi-tier allocations, ABC, Time-Driven ABC, or Driver Based | Unlimited Dimensionality Flexible Methodologies w/Free Form $ Flow ValidateValidate Pre-Built Rule Integrity and Transparency • Rule Validation – Avoid Nonsense Rules • Process Documentation - Narrative • Rule Tracing Analysis – Sharable Audit Trail • Reconciliation Analysis and Reporting – follow $ in to $ out (vise-a-versa) Execute & ComputeExecute & Compute Mistake Proof Sandbox • What If – Copy data, rule and dimension artifacts • Serial, parallel or iterative processing • Partial recalculation options • Rule Process Automation $ $ $$$$ $$ $
  27. 27. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Profitability and Cost Management Cloud Service Pervasive and Focused Financial Analysis Performance Ledger Applications Complex Multi Step Computations Flexible Allocation & Custom Calcs Business User Managed Rules Comprehensive Audit Trail Performance Ledger Applications Complex Multi Step Computations Flexible Allocation & Custom Calcs Business User Managed Rules Comprehensive Audit Trail Application Management Best Practice Application Templates Dimension Upload / Update User Provisioning Data Security Application Management Best Practice Application Templates Dimension Upload / Update User Provisioning Data Security Multiple Dashboards Charts & Data Grids Key Performance Indicators Custom Time Aggregations Rank and Scoring Multiple Dashboards Charts & Data Grids Key Performance Indicators Custom Time Aggregations Rank and Scoring Population Performance Analysis Multi Dimensional Profit Rank and Order Allocation Rule Trace Custom Queries w/Drill to Smart View Population Performance Analysis Multi Dimensional Profit Rank and Order Allocation Rule Trace Custom Queries w/Drill to Smart View Custom Report Creation Strategic P & L Reports Cost Contribution Detail Custom Report Creation Strategic P & L Reports Cost Contribution Detail
  28. 28. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | HPCM and PCMCS Summary of Recent Releases and Roadmap Near Term: PCMCSNear Term: PCMCS Future +1Future +1 • PCM Cloud Service • Data Forms • Rule Enhancements • Enhanced Rule and Balance Dims • PCMCS Solutions • Oracle IT Costing and Transparency • Partner Industry Specific Accelerators • PCM Cloud Service • Management Ledger Apps (a.k.a. Performance Ledger) • Embedded Analytics • Embedded Analytics • Population Performance Analysis • Multi Dimensional P&Ls • Cost Contribution Reporting • Cost and Profitability Statistics • KPI’s & Dashboards • Complete Data, Security and Automation • Data Management • EPM Automate • Data Level Security Recent: HPCM 11.1.2.4Recent: HPCM 11.1.2.4 • Ledger Allocations Support • Management Ledger Model Type • Mixed dimensional attribution • True business rules • Rule based allocation trace • Financial Close Manager Integration • Coordinated Schedules and Templates • Click through to ML App functions • Performance Enhancements • Detailed Apps Multi Source Rules • Management Ledger Allocation Rules • Dimension and Data Management • Management Ledger Apps • Data Load from File • Dimension Load from File • Template Export / Import Oracle Confidential – Internal/Restricted/Highly Restricted 28
  29. 29. Oracle Cloud Market Place 29 IT Service Costing Cloud service Standard Costing For Manufacturing Cloud Service Overhead Rate Development for Government Contractors Cloud Service
  30. 30. Closing and Q&A Presenter Mike Killeen, Sr. VP Technology, Ranzal Presenter Bart Stoehr, Sr. Product Director, Oracle
  31. 31. It won’t be hard to find us at Kscope16! #pinittowinit – Pick-up at pin at booth #611 – Win throughout the week! 8 Conference Sessions 6/27, Session 1, 8:30 - 9:30am How to Use Hyperion Tax Provision to Complete the Close Process Puzzle 6/27, Session 2, 10:15 - 11:15am Cycling off FDM Classic on Steroids and Taking a Dose of FDMEE HGH 6/28, Session 8, 9:45 - 10:45am Opus Group is Over the Moon with Oracle Planning and Budgeting Cloud 6/28, Session 9, 11:15am - 12:15pm FDMEE Can Do That? 6/28, Session 12, 4:45 - 5:45pm Profitability and Cost Management: Have it Your Way 6/29, Session 14, 10:15 - 11:15am The M&A Information Factory: 80 Sources in 100 Days with DRM and FDMEE 6/29, Session 18, 4:30 - 5:30pm Migration Approaches for FDMEE, the Heart of the Matter 6/30, 9:00 – 11:00 The Rules Circus: Experts Parade the HFM Functions
  32. 32. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

×