This document outlines an agenda for a retail profitability dinner event discussing improving performance and insight into profitability and costs. The event will include presentations on profit-focused enterprise frameworks for retail, fully allocated profit and loss statements at MasterCard Worldwide, and an Oracle Hyperion profitability management overview. Attendees will include representatives from Oracle, MasterCard, and Edgewater Ranzal consulting firm.
Streamline Capital Planning in Healthcare, Higher Ed, and Transportation wit...Alithya
Oracle OpenWorld 2019
Learn about Alithya's Capital Portfolio Planning process that helps capital intensive organizations manage the request, prioritization, approval, and execution of multi-year capital investment portfolios. Learn how we can eliminate the "seven challenges of capital programming" with our proven approach, rooted in real-world projects to streamline the collection of new and recurring capital investments all the way to placing assets in-service.
KScope14 ranzal Organizational Value through AnalyticsAlithya
Edgewater Ranzal's Mike Killeen, VP of technology and Oracle Ace, and Chris Churchill, VP or planning and analytics, presented "Putting the 'A' Back into FP&A - Delivering Organizational Value through Business Analytics" at KScope14.
Oracle EPM Webinar
Planning Your Financial Success - Managing Uncertainty
Overview of Strategic Modeling and Cash Forecasting
Like many organizations, you are probably concerned about the economic impact on your financials and workforce. There’s much you can’t control during uncertain times like these, but you can take steps to protect your organization from being financially compromised and potentially find paths to new revenue streams.
In this webinar on-demand, you'll learn how to meet the objectives of your business by creating goal-oriented, driver-based plans, long-range strategic and risk-adjusted modeling/planning, and much more.
Streamline Capital Planning in Healthcare, Higher Ed, and Transportation wit...Alithya
Oracle OpenWorld 2019
Learn about Alithya's Capital Portfolio Planning process that helps capital intensive organizations manage the request, prioritization, approval, and execution of multi-year capital investment portfolios. Learn how we can eliminate the "seven challenges of capital programming" with our proven approach, rooted in real-world projects to streamline the collection of new and recurring capital investments all the way to placing assets in-service.
KScope14 ranzal Organizational Value through AnalyticsAlithya
Edgewater Ranzal's Mike Killeen, VP of technology and Oracle Ace, and Chris Churchill, VP or planning and analytics, presented "Putting the 'A' Back into FP&A - Delivering Organizational Value through Business Analytics" at KScope14.
Oracle EPM Webinar
Planning Your Financial Success - Managing Uncertainty
Overview of Strategic Modeling and Cash Forecasting
Like many organizations, you are probably concerned about the economic impact on your financials and workforce. There’s much you can’t control during uncertain times like these, but you can take steps to protect your organization from being financially compromised and potentially find paths to new revenue streams.
In this webinar on-demand, you'll learn how to meet the objectives of your business by creating goal-oriented, driver-based plans, long-range strategic and risk-adjusted modeling/planning, and much more.
Indiba’s Profit Optimization Solution™ is an integrated solution of business case analysis, software-as-a-service, Business Intelligence tools, and professional consulting.
It reaches across your business units to synchronize multiple functions, processes, and information to achieve your company’s profit goals.
When fully implemented, Indiba’s Profit Optimization Solution™ focuses your enterprise to achieve strategic, tactical, commercial, financial, and operational objectives
Woongjin pineHouse is IT Consulting Division of Woongjin Holdings Co., Ltd.
“PineHouse” is the IT professional organization to perform system integration projects and maintenance of IT consulting business throughout Woongjin Group's affiliates and external global customers.
In particular, SAP ERP consulting for clients is core business that our goal is to provide One-Stop Services ERP-based mobile, web, security, FTA solutions, and operations in progress by providing a variety of IT projects.
How to justify the investment in modernizing your marketing with the Executiv...B2B Marketing Forum
Swiss Post Solutions (SPS) is een divisie van Swiss Post, actief in 15 landen, met 6,400 medewerkers. SPS is de laatste jaren gegroeid door organische groei en overnames en dit resulteerde in 2010 tot een consolidatie van meer dan 30 merken tot 1 merk. Er lag prachtige kans en tevens uitdaging in het op een lijn brengen van de sales en marketing organisatie. David Dorlian vertelt over het moderniseren van de marketing en sales organisatie.
Om de vruchten te kunnen plukken van een nieuwe marketing en sales organisatie moest met name de rol van marketing in de organisatie veranderen. In zijn presentatie gaat David in op deze verandering van de rol van marketing binnen Swiss Post Solutions en de stappen die gezet werden om de investering te verantwoorden. Daarnaast spreekt David over de problemen en uitdagingen die ze tegenkwamen tijdens het veranderproces van het invoeren
Edgewater Ranzal hosted a series of luncheons in various cities to share real examples of how clients are leveraging Oracle Hyperion short and long-term EPM/BI solutions delivered on Oracle Exalytics to improve decision-making processes that lead to profitable growth.
Siebel Analytics in IBM: Building a Sense & Respond Solutionpoore120
Siebel Analytics in IBM:Building a Sense and Respond Solution. Presented at 1) Siebel User Week 2004 San Diego, and 2) Siebel User Week 2005 Barcelona.
Peak Profitability Across the Business: Understanding the Past and Planning f...Alithya
This exclusive Oracle EPM Conference provided tips on how to get the most out of your Hyperion investment and take your business to the next level of profitability through proven techniques and strategies.
Edgewater Ranzal hosted a presentation entitled: Peak Profitability Across the Business: Understanding the Past and Planning for the Future.
Rapidly Deploy Budgeting and Forecasting with Oracle and PerficientPerficient, Inc.
Companies of all sizes can now deploy Oracle Planning and Budgeting Cloud Service (PBCS) to the cloud in just 8 weeks. PBCS contains all the power of Oracle Planning with faster deployment to:
Accelerate planning, budgeting and forecasting
Drive planning across the enterprise
Deploy self-service, integrated planning and management reporting
Connect operation assumptions to financial outcomes
This slideshare includes a demonstration of how Planning and Budgeting Cloud Services can save valuable time and resources. Combined with Perficient's Fast Forward™ for Planning solution, your planning solution is quickly developed and deployed on the Oracle Cloud with less risk and a lower cost than traditional implementations.
Experience a first-hand client perspective on their recent implementation
Discover actionable knowledge, best practices, and a quick start program to have your finance department up and running in 8 weeks
Gain perspectives and best practices from industry experts who have designed and delivered hundreds of planning and budgeting implementations
Indiba’s Profit Optimization Solution™ is an integrated solution of business case analysis, software-as-a-service, Business Intelligence tools, and professional consulting.
It reaches across your business units to synchronize multiple functions, processes, and information to achieve your company’s profit goals.
When fully implemented, Indiba’s Profit Optimization Solution™ focuses your enterprise to achieve strategic, tactical, commercial, financial, and operational objectives
Woongjin pineHouse is IT Consulting Division of Woongjin Holdings Co., Ltd.
“PineHouse” is the IT professional organization to perform system integration projects and maintenance of IT consulting business throughout Woongjin Group's affiliates and external global customers.
In particular, SAP ERP consulting for clients is core business that our goal is to provide One-Stop Services ERP-based mobile, web, security, FTA solutions, and operations in progress by providing a variety of IT projects.
How to justify the investment in modernizing your marketing with the Executiv...B2B Marketing Forum
Swiss Post Solutions (SPS) is een divisie van Swiss Post, actief in 15 landen, met 6,400 medewerkers. SPS is de laatste jaren gegroeid door organische groei en overnames en dit resulteerde in 2010 tot een consolidatie van meer dan 30 merken tot 1 merk. Er lag prachtige kans en tevens uitdaging in het op een lijn brengen van de sales en marketing organisatie. David Dorlian vertelt over het moderniseren van de marketing en sales organisatie.
Om de vruchten te kunnen plukken van een nieuwe marketing en sales organisatie moest met name de rol van marketing in de organisatie veranderen. In zijn presentatie gaat David in op deze verandering van de rol van marketing binnen Swiss Post Solutions en de stappen die gezet werden om de investering te verantwoorden. Daarnaast spreekt David over de problemen en uitdagingen die ze tegenkwamen tijdens het veranderproces van het invoeren
Edgewater Ranzal hosted a series of luncheons in various cities to share real examples of how clients are leveraging Oracle Hyperion short and long-term EPM/BI solutions delivered on Oracle Exalytics to improve decision-making processes that lead to profitable growth.
Siebel Analytics in IBM: Building a Sense & Respond Solutionpoore120
Siebel Analytics in IBM:Building a Sense and Respond Solution. Presented at 1) Siebel User Week 2004 San Diego, and 2) Siebel User Week 2005 Barcelona.
Peak Profitability Across the Business: Understanding the Past and Planning f...Alithya
This exclusive Oracle EPM Conference provided tips on how to get the most out of your Hyperion investment and take your business to the next level of profitability through proven techniques and strategies.
Edgewater Ranzal hosted a presentation entitled: Peak Profitability Across the Business: Understanding the Past and Planning for the Future.
Rapidly Deploy Budgeting and Forecasting with Oracle and PerficientPerficient, Inc.
Companies of all sizes can now deploy Oracle Planning and Budgeting Cloud Service (PBCS) to the cloud in just 8 weeks. PBCS contains all the power of Oracle Planning with faster deployment to:
Accelerate planning, budgeting and forecasting
Drive planning across the enterprise
Deploy self-service, integrated planning and management reporting
Connect operation assumptions to financial outcomes
This slideshare includes a demonstration of how Planning and Budgeting Cloud Services can save valuable time and resources. Combined with Perficient's Fast Forward™ for Planning solution, your planning solution is quickly developed and deployed on the Oracle Cloud with less risk and a lower cost than traditional implementations.
Experience a first-hand client perspective on their recent implementation
Discover actionable knowledge, best practices, and a quick start program to have your finance department up and running in 8 weeks
Gain perspectives and best practices from industry experts who have designed and delivered hundreds of planning and budgeting implementations
Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, o...Joseph Alaimo Jr
Have you seen your future in Oracle EPM & Analytics Cloud? And do you know if it’s sunny or not? Over the last several years, many of our customers have asked that same question—should I move? If so, when? And if when, how? This presentation provides a series of case studies to highlight the different approaches customers have taken to assess and deliver to their internal business partners the features and benefits of Oracle Cloud. Whether taking an “assessment-only view,” “bring your own Cloud,” “dip your toe in the water,” or “big-bang” approach, gain insight into the pros and cons of different implementation approaches, business benefits, and product features—specifically focused on the EPM and Oracle Analytics Cloud product suite.
Indiba is founded by the a team of highly experienced professionals from multiple Industry domains. We are the lead Segment creator of ERM (Enterprise Resource Management) consulting & Implementation.
We are SAP Partner and a leading ERP Implementation company in India with expertise in all leading ERP – SAP, Oracle, Infor & MS
RvaluE Consulting is a niche business process consulting organization with the mission to 'realize business value' to our clients, partners and teams... The presentation covers How we do it? Who have we worked with? and a Lot more...
Exceptionally well qualified Senior IT Executive with PROVEN TRACK RECORD . Twenty (20) years’ experience, successfully leading programs, practices and business development as large as $60 million. Accustomed to large, complex initiatives, responsible for a hundred plus resources and multi-million dollar budgets. Proven track record of using varied business processes and technologies enabling clients to achieve their overall strategic, tactical goals and business cases. Strong ability to provide valued leadership and build effective, high energy teams needed to support the development of effective, complex global solutions for companies across matrixed management environments
Prudence Technology is a reliable provider of IT solutions that cut across different industries and facilitate technology adoption through a consultative approach. A team of highly experienced consultants provides advisory at each step, helping the customers understand and implement IT solutions as business enablers. Our core competency lies in enterprise-wide solutions
Spinnaker's SAP team hosts a webinar discussing our perspective on how companies should think about adopting SAP’s IBP solution. This webinar will answer the following questions:
What critical planning capabilities do world-class companies need?
How well does SAP IBP enable these capabilities?
How should you adopt the solution over time?
In today’s competitive manufacturing, distribution, and retail environments, firms must innovate and improve their supply chain capabilities to achieve profitability and growth objectives. Companies need real-time analytics to become more demand-driven and rapidly adjust supply chain decisions based on downstream behavior and consumption.
In response to these challenges, SAP’s IBP solution represents a significant step forward in building SAP’s supply chain planning capabilities. This webinar summarizes Spinnaker’s perspective on why companies should consider SAP IBP and provides insight on how to develop the right roadmap for your organization to build on and improve critical planning capabilities.
Similar to Improve Performance with Enhanced Insight into Profitability and Costs Utilizing HPCM (20)
Edgewater Insurance Consulting practice director Stacey Cheese presented on The Changing World of Consumers in the life insurance industry, and the impact of millennials use of technology.
Integrating Analytics for Value-Based HealthcareEdgewater
Edgewater Healthcare Consulting presented at the Boston Society for Information Management (SIM) with client Southcoast Health on Integrating Analytics for Value-Based Healthcare
Changing Face of Consumer in the Life Insurance IndustryEdgewater
Edgewater Consulting presentation to the Life Insurers Council and at life insurance forums on the purchasing habits of Gen Y, and what insurance carriers need to do to stay relevant
Automate business processes using SharePoint Designer WorkflowsEdgewater
Edgewater (www.edgewater-consulting.com) presented "Automating business processes using SharePoint Designer Workflows" at multiple SharePoint Saturdays. This presentation covers the types of workflows available, best practices, and common issues.
Edgewater Consulting presented the Guiding Principles for Process Improvement at the Acord Loma Life Insurers Council (LIC) bi-annual Operations Committee meeting
Beyond Portals in LIfe and Final Expense InsuranceEdgewater
The evolution of customer portals in the life insurance and final expense insurance industries. Presented by Edgewater Consulting at Accord Loma Life Insurers Council (LIC) Technology Committee meeting.
A survey of connectivity options available to folks who want to leverage their favorite business collaboration platform interacting with their favorite mobile client. Wverything from "non-app" solutions (stuff already in the smartphone) to C#/CSOM with a few alternatives in between.
The key to unleashing the full potential of SharePoint lies in its workflows functionality. Jeff MacKenzie, Director of Technology at Edgewater Consulting, is a recognized expert in the planning and execution of SharePoint workflows. In this webinar, Jeff will share his experience working with multiple companies to leverage SharePoint for automating business workflows to make the entire organization more efficient.
In this presentation, Jack Bender of Microsoft highlights Yammer and the functionality within CRM. Moreover, he emphasizes how social interaction enhances communication throughout the organization and fosters productivity.
Brian Bachofner of InsideView illustrates how the customer is changing and how buying patterns are changing. He emphasizes the importance of understanding and adapting to those changes to remain relevant in the business world.
Automated, Standardized Reporting of Patient Safety and Quality Measures to E...Edgewater
Edgewater and UPenn presented on "Moving from Volume to Value Based Care" at The World Congress 10th Annual Healthcare Quality Congress, August 2-3, 2012.
National Patient Safety Foundation 2012 Dashboard DemoEdgewater
Edgwater attended the NPSF 2012 Patient Safety Congress in order to showcase our proven expertise in developing Patient Safety & Quality systems and processes. This presentation highlights some Edgewater client success stories as well as a demonstration of dashboards developed as part of our projects.
SharePoint Social: The business case for collaborationEdgewater
Edgewater Technology's Ori Fishler, Director of Web Solutions, explores the business case for taking the leap into social and the benefits companies are seeing internally and externally. Ori also highlights:
• Business case studies from working
implementations
• ROI of social implementation
• Social features available in SharePoint 2010
• How to bring social features to the forefront
• Other tools and add-ons that can be used to
create an effective “Facebook/Twitter”
style experience
• How to drive adoption for the social network
• Governance required to control and ensure
compliance
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
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RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
LA HUG - Video Testimonials with Chynna Morgan - June 2024
Improve Performance with Enhanced Insight into Profitability and Costs Utilizing HPCM
1. Business Analytics Solutions Provider Using Oracle EPM, BI, and Big Data Technologies
Retail Profitability Dinner
Improve Performance with Enhanced Insight
into Profitability and Costs Utilizing HPCM
Mark Wright, Principal Solutions Consultant, Oracle
Jonah Rufus William, Business Leader Financial Systems, MasterCard
Mike Killeen, Oracle Ace, Sr. Vice President, Edgewater Ranzal
BLT Prime, New York, NY
Feb 24, 2016
3. 3
One of the largest full service Oracle Platinum EPM/BI Partner whose
sole focus is Oracle Business Analytics.
240+ W2 Hyperion experts across product suite. Dedicated team stands
behind our implementations from start to finish.
Proven track record in global, multi-product, large scale Oracle EPM/BI
implementations.
Best in class consultants both technically and with EPM business
processes.
Oracle ACE Consultants across the Oracle EPM and BI Stack
Over 95% of consulting team certified in Planning, HFM, Essbase, DRM,
BI, and Infrastructure and many hold certifications in multiple
products.
Ranzal has specializations and in-depth experience implementing all of
the products envisioned within the solution architecture.
20+ Years
1000+ Clients
2000+ Projects
Edgewater Ranzal Overview
4. 4
Financial Close &
Consolidations
Business
Intelligence/Big Data
Enterprise
Planning &
Analytics
Data Integration
Services
Training &
Support Services
Advisory ServicesInfrastructure
Costing &
Profitability
Mgmt
Business Intelligence/Big Data
• Scorecards & Dashboards; Mobile Delivery
• Prepackaged Analytic Applications (OBIA)
• BI Foundation (OBIEE / Essbase)
• Financial & Operational Analytics
• Reporting & Publishing
• Big Data
• Information Discovery (Endeca)
• Business Intelligence Cloud Service (BICS)
Financial Close & Consolidations
• Legal, Segment, & Mgmt Reporting
• Financial Performance & Close
• Optimization & Performance Lab
• Tax Provisioning
• Regulatory Requirements
Data Integration Services
• ERP Integration
• Financial Data Management
• Data Warehousing
• MDM & DRM
• ETL Services and Automation
Infrastructure
• Hardware Sizing, Installation, & Configuration
• Exalytics Benchmarking
• System Monitoring, Backup, & Disaster Recovery
• Upgrade & Migrations
Advisory Services
• Project/Program Management &
Process Change
• EPM & BI Road Maps
Training & Support Services
• Standard & Custom Training
• Virtual Classroom
• Multimedia and UPK
• Service Level Agreements
• Managed Services & Hosting
• Performance Engineering
Enterprise Planning & Analytics
• Strategic Planning (HSF) &
Modeling
• Planning, Budgeting & Forecasting
• Workforce, Capital, & Project
Financial Planning
• Public Sector Planning
• Cloud Services
Costing & Profitability Management
• HPCM Standard & Detail Models
• Waterfall Allocations
• Shared Service Charges
• Activity Based Costing
• Customer, Product, Segment &
LOB Profitability
Edgewater Ranzal Services Overview
6. 6
About the SpeakerAbout the SpeakerAbout the SpeakerAbout the Speaker –––– Rufus WilliamRufus WilliamRufus WilliamRufus William
Strategize, Implement and Sustain Hyperion and BI
Platforms at MasterCard.
Prior Experience
IBM Cognos – EPM Architects
Oracle Partner – EPM Sr. Principle Consultant
Education
Engineer – Electrical & Electronics
MBA – Systems and Marketing
7. 7
Senior Vice President of Technology & Strategy
Planning & Analytics Practice Lead for 5 Years
Helped Establish Ranzal’s UK Division
Responsible for driving growth through strategic initiatives – currently focused on HPCM, DRM & BI
Works from Ranzal’s Corporate HQ in White Plains, NY
Oracle Certified Professional
Essbase, Planning & HFM
Oracle ACE – Business Intelligence
19+ Years of Functional & Technical Experience In:
Budgeting, Forecasting & Planning
Cost Allocation & Profitability Management Solutions
Business Intelligence
Master Data Management & Data Integration
Solution Architecture & Design
Process Rationalization & Transformation
Client Engagement Portfolio Includes Various Industries:
Financial Services & Insurance
Consumer Products and Retail
Professional Services
Telecommunications
Higher Education
Health Care
Works Closely with Oracle Product Management on Enhancements & Direction
About the Speaker – Mike Killeen
22. Oracle HPCM Customer StoryOracle HPCM Customer StoryOracle HPCM Customer StoryOracle HPCM Customer Story
Fully Allocated P&Ls at MasterCard WorldwideFully Allocated P&Ls at MasterCard WorldwideFully Allocated P&Ls at MasterCard WorldwideFully Allocated P&Ls at MasterCard Worldwide
February 24, 2016
Jonah Rufus William
Business Leader – Financial Systems
23. 23
MasterCard Customer Story AgendaMasterCard Customer Story AgendaMasterCard Customer Story AgendaMasterCard Customer Story Agenda
• Business Background & Challenges
• Solution Overview
• Business Benefits & Lessons Learned
• Future Plans
• Q&A
1
2
3
4
5
24. 24
MasterCard BackgroundMasterCard BackgroundMasterCard BackgroundMasterCard Background
• We are payments technology leader providing customers with faster, simple and safe payments solutions.
Hyperion @ MasterCard
Mgmt. Reporting
Entity
Mapping
Work Force Product
P&L
2011 2012 2013 2014
Local
Currency
Driver
Local Currency
Exposure
FX
FTE
SPA - II
Implementation Stabilization Expansion
Budget
Breakout
Performance
Tuning
2015
Commitment
Lights Out
Automation
StratPlan
Customer
P&L
2010
Payroll
Renovation
2016
D&A
Revenue
Attribute
Local Actual
M&A
Cash Flow
Hyperion
Upgrade
Managerial
P&L
Expense
Mgmt. BI
Rev. Rec.
Application Automation / Enhancement / Project BI
Stabilization
Expansion Road Map
A&M
BI – Europe Rept.
CDF / MDF
Hyperion B&F 3.0
(Entity, Local Forecast,
Budget Tracker,
SPA…)
BI – Mgmt. / PA Rept.
Mgrl. P&L Phase 2
1 Monthly Close
2 Strategic Planning
Annual Budget3
Quarterly Forecast4
8 Workforce Planning
9 Monthly Customer P&L (COS)
Quarterly Product P&L (PPL)10
Local Currency Exposure11
Monthly Payroll Process5
Commitment Collection Process12
M&A Reporting6
Managerial P & L13
Cash Flow7
BI Updates14
Revenue
Expense
25. 25
MasterCard ChallengeMasterCard ChallengeMasterCard ChallengeMasterCard Challenge
1. Fully Loaded Country P&L
2. Transparent Rules
3. Sound and Simple Methodology
4. Faster System
5. Fit within Hyperion Framework
26. 26
MasterCard StrategyMasterCard StrategyMasterCard StrategyMasterCard Strategy
1. Prototype in MS Access & Excel
2. Obtain buy in from impacted business owners
3. Assess solution fit with in Oracle Platform
4. Develop Functional Pilot in Requirements & Design
5. Implement & Rollout
6. Build Future Roadmap
27. 27
MasterCard Solution OverviewMasterCard Solution OverviewMasterCard Solution OverviewMasterCard Solution Overview
• Guiding Principle: Tiered approach to attribute Revenue & Margin between Direct/Dedicated and Indirect/Overhead.
1. Drivers – Revenue Based or Metrics Based
2. Actual from Oracle General Ledger
3. M1: Revenues & Directly associated expenses no allocation
4. M2: Dedicated expense mapped to country
5. M3: Support expense allocated to country
6. M4: Overhead expenses allocated to country
7. Actual from Oracle GL gets allocated using the guiding principle
8. Simple rule to produce Tiered P&Ls applied after allocation
9. Validation reports are run to ensure data accuracy
10. Results published via Prebuilt FR or SmartView
29. 29
HPCM Model ArchitectureHPCM Model ArchitectureHPCM Model ArchitectureHPCM Model Architecture –––– Stage DesignStage DesignStage DesignStage Design
Cost CtrAccount* Data Type
GeoDivision*
GeoDivision*
Geo*Division
Stage 1 – Financial Detail
Stage 2 – Fin. Pool
Stage 4 – Tier 2
Stage 3 – Tier 1
► HPCM allocates Costs &
Revenue Pools through
one or more stages in a
top down capacity
► Stage – Step in the
allocation process that
has similar pool
characteristics
► Separate stages enable
traceability.
Cost Pool
Tier 1 (Div) Allocs or Pass Thru (Direct)
Tier 2 (Geo) Allocs or Pass Thru (Direct)
Sum Account/CC to Cost Pool (Direct)
AccountCost Ctr Data Type GeoDivision GeoDivisionCost Pool
1-3-4 Genealogy Allocation Results
1-3-4 Genealogy
30. 30
MasterCard Solution HighlightsMasterCard Solution HighlightsMasterCard Solution HighlightsMasterCard Solution Highlights
1. Planning App to stage, validate inputs and consume
2. Relational model to contract and expand data grain
3. Front end to assign rules
4. Prebuilt Tiered report
5. Trace Screens
31. 31
MasterCard Lessons LearnedMasterCard Lessons LearnedMasterCard Lessons LearnedMasterCard Lessons Learned
1. Trace Screens work at allocation grain
2. Need a reporting solution to make end user
consumption easy
3. HPCM is a maturing product
4. Success or Failure depends on the partner’s experience
– project completed on time and on budget
32. 32
MasterCard HPCM Future PlansMasterCard HPCM Future PlansMasterCard HPCM Future PlansMasterCard HPCM Future Plans
1. Explore use of Management Ledger
i. Movement of historical management restatements from the
general ledger
ii. Would require upgrade to 11.1.2.4
2. Product & Customer Profitability migration to HPCM
3. Delivery of Dashboards to Business Users using OBIEE
34. Business Analytics Solutions Provider Using Oracle EPM, BI, and Big Data Technologies
Retail Profitability Dinner
An Overview of Oracle
Hyperion Profitability & Cost Management
(HPCM)
Mike Killeen, Oracle Ace, Sr. Vice President, Technology
BLT Prime, New York, NY
Feb 24, 2016
35. Challenges in Profitability Management Delivery
Profitability and Cost Management Solution
Overview
Retail Demo: Oracle Hyperion Profitability &
Cost Management (HPCM)
Q&A
Appendix
Profitability & Cost Management Cloud Service
HPCM New Features
35
HPCM Overview Agenda
37. Financial
transactions
Financial
Data
Consolidation
(GL or HFM)
Accumulator
Bottom-line
Results
Organizational P&L
37
What defines a
profitable
customer?
What is the profit
contribution of a
product or a
service?
What does it cost
to sell to or to
service
customers?
What proportion of
resources does a
specific customer
consume?
Why hasn’t
increased revenue
resulted in
increased
profitability?
Challenge #1 - Statutory Reports are not
Timely or Detailed Enough
38. No Standard Process
Standard,
accepted
process
Indirect Costs are tracked
against supply side
structures, not demand
side needs. This makes
measurement difficult
38
Challenge #2 - Indirect Cost Assignment to
Products, Services & Customers
39. Meaningful Cost Assignments Requires a
Varying Approach By P&L Line
•Revenues, Returns
•Discounts, Allowances, Accruals
•Store By Product
•Store Specific
•Invoice Details
•% Net Sales to Product
•COGS
•Inventory Charges
•Store By Product
•Product Specific
•Invoice Details
•% Net Sales to Customer
•Operating Expense - Labor
•Operating Expense – Non Labor
•Org Channel or Product Line
•% Time Spent (Activities, Employee)
•% Net Sales to Customer
•Selling Expense
•Marketing Expense
•Org, Channel
•Org, Product Line
•Rep Commission, % Net Sales
•Initiatives, Trade Spend $
•Shared Services (IT, Fin, HR)
•Corporate Overhead
•Organization
•Overall Corporate
•Service Catalog, Projects, Mgmt Fee
•FTEs, Net Revenue, Square Footage
P&L Line Items Typical Dimensionality Allocation Method & Drivers Used
8
41. Reliability
Visibly defensible profitability
and cost results through
transparency & audit/control
Agility
Timely reflection of results to be
actionable
Relevance
An ability to Allocate resources
to the most important
opportunities
Financial
Results
Revenue &
Cost Models
Operational
Results
FP&A
Senior Management
41
Expectations of a Profitability Management
Solution
42. Overview of Oracle Business Analytics
Profitability Management Solution
42
43. BI Foundation: Info Delivery
EPM Apps: Information Generation
Master Data, Data Quality & Data Integration Tools: Information Management
43
Oracle Business Analytics
Architecture
44. Solution Architecture with HPCM
Ad HocPublished Reports
HPCM Data Mart
Hierarchies,
Attributes &
Maps
Web
Office
Manual
Data
Input
Pre & Post-Allocations
Data Processing
Attributions & Adj
ETL/FDMEE
GL or
HFM
Operational
System
.txt file
.csv file
Calculations
Validations
Centralized Reporting
Supply
Plan
Demand
Plan
OBIEE Reports
DRM
44
Information Management: Pools & Drivers
Information
Generation
Information
Delivery
Information
Management:
Master Data
46. Why HPCM? To Meet these Key
Requirements…
Flexibility
• Analyze different
contractual
approaches to yield
optimal mix of
services versus
costs incurred by
the client.
• Provide What-If
Capabilities to
assess impact of key
business decisions
on bottom line
Audit &
Accuracy
• Provide key
stakeholders
confidence in the
numbers produced
and methodologies
employed to ensure
compliance.
Speed
• Ensure data is
timely enough to be
actionable
• Ensure system
provides “speed of
thought” response
in reporting and
analysis to support
Ad-Hoc questions
Transparency
• Allow managers to
understand cost to
serve and client
profitability
• Understand why
some clients are
profitable and
others are not, and
what can be done
to change business
behavior
Organizations need information management solutions
to address the challenges.
These needs can be abbreviated as F-A-S-T!
46
48. 48
HPCM Has Multiple Model Types to
Solve Different Allocation Problems
Version 11.1.1.1 Version 11.1.2.0 Version 11.1.2.4
Management Ledger
Fully Allocated P&L
Standard Cost Rate
Development via ABC
Customer
Profitability
HFM/GL
Actuals
Planning
Bgt/Fcst
BI
Reporting
50. Published Reports &
Interactive Analytics
Model Development
System Administration:
• Create & Manage
Dimensions & Hierarchies
• Deploy the Application
• Define Data Integrations
from Source Systems
• Manage User Security
Master Data & Data
Integration Management
DRM, EPMA,
Essbase
Or File
Dimensions
Hierarchies
Attributes
HPCM
Financial Reports, Smart View,
Business Intelligence
Foundation
Produce Management and
Performance Reports:
• Financial Results Books
• Margin Analysis
• Cost & Revenue Contribution
Analysis
• What-If Scenario Comparisons
• Genealogy Reports
Execute a Model POV:
1. Load Cost/Revenue Data
2. Load Driver Metric Data
3. Validate Model Inputs
4. Execute Calculations
5. Trace Allocations & Validate Model
Results
6. Publish the Model POV
Create & Manage the Business Model:
1. Define the Stages (Std Only)
2. Create a Model Point-Of-View (POV)
3. Create Rules (Std & Detailed)
1. Define the Drivers
2. Define Assignment Rules
3. Assign Drivers
4. Create Assignments
4. Create Management Ledger Rules
Model Execution
Stages
Drivers
Driver Sels
Rules
Assignments
Standard Model
Detailed Model
Management Ledger Model
Calc Cube
BSO
Rept Cube
ASO
Calcs
RDBMS
Contr.
ASO
Destination
ASO
Calc/Rept
ASO
Source
ASO
HPCM Workflow
51. Demo - Define POV, Business & Driver Metric
Dimension Master Data
Business DimsPOV Dimensions Driver Metrics
52. AccountDivision
Product (Future)Pool
ProductPool
Division
Stage 1 – General Ledger
Stage 2 – Cost Pool
Stage 3 - Store
Stage 2 - Cost Pool Intra
Stage 4 - Product
Retail Model Stage Design
ProductDivision
Product Margin
Direct
4-Wall Store
Opex
Home Office,
Dist
Store
Alloc,
By Prod
(Future)
Store
Alloc,
No Prod
Product Alloc
By Store
Home Office, Dist
Allocs
1. Pool/Map
2. Intra-Stage Allocation
3. Inter-Stage Allocation
HPCM allocates Costs &
Revenue Pools through
one or more stages in a
top down capacity
Stage – Step in the
allocation process that
has similar pool
characteristics
Separate stages enable
traceability.
53. Demo - Create a New Point of View (POV) to
House Your Model
Create New POVs with different
combinations of Financial Data,
Driver Metric Data, and Model
Definitions
54. HPCM Allocation Model Definition
Components
Source Stage
2 - Cost Pool
Target Stage
3 - Store
Pool
Product
Division
Driver
Driver Selections – Defines what Driver
Definitions to use against the Source
stage, typically the dimension identified
as the driver definition.
Assignment Rules Definitions– Defines
the member combination in the target
dimension for the assignment.
Assignments– Defines the source
dimension combination and the target
Assignment Rule
Driver Definitions – Create an allocation
formula/methodology that references a
loaded metric within the model.
1
2
3
4
2 3
1
4
4
19
55. Demo - End Users Define Drivers in HPCM
Select from list of user
defined driver metrics and
allocation methodologies.
1
56. Demo - End Users Assign Drivers to
Source Cost Pools in HPCM
Select Default Drivers for Cost Pools, with
an ability to provide exceptions
2
57. Demo - End Users Create Target Range
Assignment Rules in HPCM
3
58. Demo - End Users Map Source Stage to
Targets Via Assignments
Or Allocation Assignments can be bulk
loaded via a staging table.
4
63. Flexibility
Business Users can Run Multiple Versions to assess impact of business changes
Business Power User facing application – limited IT involvement in running the model
Accuracy
Profitability Workflows are now an automated, repeatable processes
Meaningful cost drivers and methods for cost pools ensures greater acceptance of
published results
Speed
Business Users Can answers questions that impact operational and pricing decisions
quickly.
Reporting Analytical Platform supports speed of thought ad-hoc reporting as well as user
guided analysis
Transparency
Excellent visibility throughout the allocation process.
Operational Managers now understand operational profitability and cost to serve via the
analytical platform.
Summary –Typical Project Outcomes
63
64. Does your company understand the true costs of its products or services?
Are costing models transparent enough? Can you easily trace back the assigned costs to the
activities and line item expenses that drive them?
Do your costing methods operate at the right level of detail?
Are you satisfied that you are allocating shared services (e.g. IT/HR) accurately?
Are people spending too much time maintaining our costing models and other elements of
our costing system?
Can people in your company quickly test how changes to commodity, input costs, lower or
higher volumes will affect our profitability?
Are you getting answers from our costing systems fast enough to be actionable? Would
reducing this process time improve our competitiveness or profitability?
Is all of the data that you need to understand true costs available in a single ERP system? If
not, what are the initial and ongoing costs of integrating that data into your ERP system?
Self-Evaluation Questions
64
65. Closing and Q&A
Edgewater Ranzal Contact Info:
108 Corporate Park Drive, Suite 105, White Plains, NY, USA 10604
US: +1-914-253-6600 E-mail: info@ranzal.com
65
Mike Killeen
Sr. Vice President of Technology
mkilleen@ranzal.com