Juniper and Allocadia How To Webinar Slides


Published on

Don\'t spend another year smashing your marketing and finance spreadsheets together.

Learn how Global Marketing Operations at Juniper have implemented an elegant (and you could even say ground-breaking!) solution to the marketing financial management challenge.

  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Juniper and Allocadia How To Webinar Slides

  1. 1. HOW-TO WEBINARDont spend another year Welcome!smashing your marketing and We’ll be starting in 5 minsfinance spreadsheets together -  Everyone is on Mute -  Send us questions via Chat console•  How we’d like to help 1 min•  Introductions & About Us 5 min•  The Problem Statement 10 mins•  Project Goals and ROI 10 mins•  Demo 20 mins•  Q&A 5 mins1 Copyright © 2009 Juniper Networks, Inc.
  2. 2. OUR GOAL Our Goal of this how-to Webinar To help you: •  Reduce marketing investment planning pains! •  Implement best-practices •  Bridge the Marketing and Finance gap For: •  Marketing Operations •  Marketing VP’s, Managers •  CMO’s •  Finance2 Copyright © 2009 Juniper Networks, Inc.
  3. 3. INTRODUCTIONS Susan Vanin, Senior Manager, Global Marketing Operations Jeff Fong, Senior Manager, Finance (and marketing liaison) Roger Lines, VP Business Development3 Copyright © 2009 Juniper Networks, Inc.
  4. 4. ABOUT US•  Leading the charge to architecting The New Network•  Top 130 global service providers, 96 of the Global Fortune 100•  Global marketing team with hundreds of users & a marketing budget in the hundreds of millions•  A SaaS budgeting and planning solution for marketing•  Growing MRM and Reporting & Analytics market•  Great option for companies with Marketing Automation investments4 Copyright © 2009 Juniper Networks, Inc.
  5. 5. THE BUSINESS CHALLENGEProblem Statement – Planning & Financial Management•  Lack a consistent, global marketing planning and budget management process, system•  Many resources tasked with budget management however no integrated systems to plan, capture, approve and track investments and the associated return•  Manual, time consuming, prone to error, and therefore not scalable Result: •  Difficulty in answering basic budget, expenditure questions •  Limited visibility into planned or actual marketing program spend •  Limited ability to align program expenditures to marketing goals and objectives •  Inefficient utilization of resources required to collect and synthesize data to make informed decisions •  No best-practices employed / efficiency gains in current planning process5 Copyright © 2009 Juniper Networks, Inc.
  6. 6. THE BUSINESS CHALLENGE – VISUAL CMO Manual effort to collect data by Multiple views of data and various categories associated analysis •  Multiple spreadsheets Global Global •  Multiple data sources Corporate Marketing Marketing Marketing •  Multiple requests from Ops Finance Finance Ops Operations and Finance •  Difficult to perform plan to actual analysis CMO LEADER •  Multiple budget spreadsheets •  Monthly line item reconciliationAMER APAC EMEA ADV ENT SP SOLNS OPS CHNL COMMS BGs •  Accrual tracking MO MO MO MO MO MO MO MO MO MO •  Manual forecast •  Detailed analysis and review with Finance6 Copyright © 2009 Juniper Networks, Inc.
  7. 7. PROJECT GOALSSolution:1.  Adopt an automated, simple, consistent approach to marketing investment planning and budget management2.  Ensure consistent data is captured across the organization to permit proper investment planning, analysis and reporting3.  Partner with a SaaS vendor for a light-weight, easy-to-use, and quick to implement automated solution4.  Addresses Marketing spend (Opex & MDF) within one solutionSolves for:•  Visibility: Track planned / committed / uncommitted dollars / MDF. •  Impact: Ability to ensure 100% alignment of spend; 1-10% reduction of wasted investment; Expected 5-20% repurposed campaign dollars•  Efficiency Gains: Significant reduction in staff time & effort; Time-savings calculator•  Agility: Repurpose underperforming investments throughout quarter•  ROI: Assess the effectiveness and value of investments7 Copyright © 2009 Juniper Networks, Inc.
  8. 8. PROJECT GOALS – EFFICIENCY CMO •  Ensures consistent, global data •  Leading-edge marketing Consistent on-line dashboard analytics on plans, budgets, and marketing investments •  Negates multiple, manual requests to MO primes and Global Global CMO leaders Corporate Marketing Marketing Marketing •  Alleviates spreadsheets and Finance Finance manual consolidation efforts Ops Operations •  MO primes input plans to MRM Planning & Financial Mgt Application •  Actuals loaded in the system for complete closed loop and ROI •  Data can be pulled by primesAMER APAC EMEA ADV ENT SP SOLNS OPS CHNL in multiple ways COMMS BGs MO MO MO MO MO MO MO MO MO MO8 Copyright © 2009 Juniper Networks, Inc.
  9. 9. PROJECT GOALSIn visuals:9 Copyright © 2009 Juniper Networks, Inc.
  10. 10. PROJECT GOALS – VISIBILITY10 Copyright © 2009 Juniper Networks, Inc.
  11. 11. PROJECT GOALS – ONE SOURCE11 Copyright © 2009 Juniper Networks, Inc.
  12. 12. ROLL-OUT•  Up-and-running: Under 1 month to start Investment Planning•  Set-up: Fully configurable•  Training: Web-based training in 3 parts, internal trainer•  Uptake: Easy-to-use•  Complete: Plans inputted; Actuals brought-in; Forecasts set-up; Dashboards•  Future – Marketing ROI: Tie investment data to Metrics12 Copyright © 2009 Juniper Networks, Inc.
  13. 13. ROLL-OUT - TIMELINES13 Copyright © 2009 Juniper Networks, Inc.
  14. 14. LIVE DEMO- Mapping Oracle actuals to Plan- Admin steps- End-user steps
  15. 15. LIVE DemoImporting Oracle data:PO Rules1. If spreadsheet column header Owner = value Susan AND Department =Americas, send to Americas Events in Allocadia(Can use anything, eg: If Cost Center and Country Code = xy, map to budget y)Actuals Rules1. PO is unique identifier2. When no PO: If If spreadsheet column header Cost = Other Program andTheatre = Americas, send to Americas Theatre People related in Allocadia
  16. 16. QUESTIONSRoger: 1-866-684-0935Susan: svanin@juniper.netJeff: jefffong@juniper.netMORE INFORMATION www.allocadia.comNEXT STEPS