A real-life example of an HPCM implementation, replacing an existing cost allocation solution (Prodacapo). The key features of HPCM will be reviewed, underlining the benefits provided in terms of Productivity, Traceability and Reporting and Analysis.

1.
June 12, 2012
Alecsandra Mlynarzek

2. Agenda
Introduction
Focus areas
Benefits realised with HPCM
3 things to remember
Q&A
Slide 2

3. EDGEWATER RANZAL
 Oracle Platinum partner
 Focus solely on Oracle Hyperion Applications and technology
 Global multiproduct implementations
 1200 projects
 700 clients
Slide 3

4. EDGEWATER RANZAL
Slide 4

5. Skandia
“ When it comes to investing, you need to have confidence in
the company you’re dealing with. ” ROLLOUT
 Leading long term savings and wealth management group
 They manage 33.4 billion in funds
 Since 1979
 Part of Old Mutual group
Slide 5

6. Agenda
Introduction
Focus Areas
Benefits realised with HPCM
3 things to remember
Q&A
Slide 6

7. Key focus areas for Skandia
1)A B C
2)Performance with data loads
3)Performance with data exports
4)Traceability
5)Reporting capabilities
6)Currency conversions
7)Changes to allocation model
Slide 7

8. As simple as A B C?
ABC : Method of assigning costs to products or services based on the
resources that they consume. ROLLOUT
Source Destination Drivers
Accuracy Traceability
Slide 8

9. ABC in Skandia
From …. To……
Accounts by Cost Centre ROLLOUT
‐> Resources by Cost Centre
‐> Activity by Cost Centre
‐> Cost Drivers
‐> Products
Stage Nb Stage Business Business Default Allow
Name Dimension 1 Dimension 2 Driver Dimension Intra-Stage?
1 Expense Account CostCentre Account N
2 Resource Resource CostCentre Resource N
3 Activity Activity CostCentre Activity Y
4 Cost Driver Cost Driver CostDriver N
5 Product Product AllocProduct N
Slide 9

10. Key focus areas for Skandia
1)A B C
2)Performance with data loads
3)Performance with data exports
4)Traceability
5)Reporting capabilities
6)Currency conversions
7)Changes to allocation model
Slide 10

11. Agenda
Introduction
Focus areas
Benefits realised with HPCM
3 things to remember
Q&A
Slide 11

12. Data Management
2)+3) Productivity improvement
Why ?
Metadata transformations
How ? EPMA integration
Slide 12

13. Tracking back the numbers…
4) Traceability
Why ?
Complex allocation steps
How ?
Traceability map & genealogy
Slide 13

14. Traceability matrix
Slide 14

15. Allocations and Model Balancing
Slide 15

16. Reporting capabilities
5) WA and FR
Why ?
Reports in Excel
Essbase ASO – optimised for
How ?
reports
Slide 16

17. Multi‐currency
6) Currency Conversion
Why ?
Not supported in current solution
How ?
Essbase engine
Slide 17

18. Changing the model & What if analysis
7) Flexibility and Agility
Why ? Difficulty for business to
support model changes.
How ? Model new versions and
compare outcomes.
Slide 18

19. What if analysis
Slide 19

20. Delete a POV
Slide 20

21. Setup drivers
Slide 21

22. Creating new assignments
Slide 22

23. Changing assignments
Slide 23

24. Agenda
Introduction
Focus areas
Benefits realised with HPCM
3 things to remember
Q&A
Slide 24

25. 3 things to remember
• Business user driven
• Accuracy and traceability
• Lower cost of ownership
Slide 25

26. 3 things to remember
• CONTROL
• CONFIDENCE
• EFFICIENCIES
Slide 26

27. Agenda
Introduction
Focus areas
Benefits realised with HPCM
3 things to remember
Q&A
Slide 27

28. Questions & Answers
Slide 28

29. Thank You!