master epm overview

7/24/2019 Master Epm Overview

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Created By: EPM Global Product Sales Support

Audience: EPM Sales and Customers

Objectives and Notes:

Tis dec! is intended to "ive a #$%#& minute overvie' o(Oracle)s EPM vision

*en"t: +, slides

Autors: Tom *in!- .loyd Conrad- Cristian /etter'ald-0vo Bauermann

1elease date: April +$#$

.eedbac!: Please send any comments or su""estions tote autors

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About This PresentationEPM Overview


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Oracle Enterprise Performance Management

Presenter NamePresenter Title


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Agenda

Business Callen"es

EPM Overvie'

EPM Best Practices

Ne5t Steps

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Improve ta!eholder "alue

Sources: 0BM C.O study +$$,- 7ac!ett +$$89 Accenture)s .inance And Per(ormance Mana"ement Mastery- +$$6;

/O1*< C*ASS EPM O1GAN0=AT0ONS E1+46 T0MES MO1E E?@0T MA1ET 1ET@1N T7ANT7E01 0N


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Enterprise Performance

Management is a #iscipline

that Enables Management to$

%in!strate"ies to plans and e5ecution-

Monitor(inancial and operational resultsa"ainst "oals- and applyin" analytics to

#riveenterprise%'ide per(ormanceimprovement4

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Mar!et Pressures #emand Effective

Performance Management

Toda&'s (ealit&$ Management

Processes Are )ragmented

D*ac! o( business ali"nment

D*o' predictability in per(ormance

D0nconsistency in business

decisions

E*O+OMI*"A%,E A##E#

-E"A.

A+A%/0E

PE()O(MA+*E

1OA%

ETTI+1

*O(E*A(# )I+A+*IA%

(EPO(TI+1

)I+A+*IA%

MO#E%I+1

"A(IA+*E

A+A%/I

(O%%I+1

)O(E*AT

OPE(ATIO+A%

P%A++I+1

MO+ITO(

(E,%T

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$


8/35Copyri"t 2 +$#$- Oracle and 3 or its a((iliates4 All ri"ts reserved4 ,

Management E2cellence$

The +e2t *ompetitive Edge

Time

*ompetitive

Advantage

OPE(ATIO+A% E3*E%%E+*E

MA+A1EME+T E3*E%%E+*E


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Oracle EPM *onnects Management

Processes

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*ommon Integration 4 Anal&sis


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EPM Enables 5orld *lass )inance

Ali"nment

Predictability

Consistency

Transparency

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*ritical *omponents to Implement)inancial *lose 6est Practices

)inancial*onsolidation

#ataAssurance #ocument

Management4 )iling

)inancial andMgmt7 (eporting

E(P$Oracle8 AP8%egac&8 Other

Ta2)iling

)inancial *lose 5or!flow

*)O #ashboard

Ta2*alculations

Transactions (eporting

1overnance8 (is! 4 *ompliance

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*onsolidate and (eport )inancial(esults

Manage )inancial *lose

from ubledgers to )ilings

Ensure High 9ualit& (eport ubmissions

Integrate with E(P ources and

Ensure )inancial #ata 9ualit&

:e& *apabilitiesAccelerate (eporting and (educe *ost of *ompliance


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)irst to (eport on the #ow ;ones

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6efore

D +$ days to close

D *en"ty year%end reportin"

D Costly (inancial reportin"process

D 8, carts o( accountsD /idely varyin" reportin"

de(initions and procedures

After

D & days to close

D Global consolidation across &,

lines o( business

D Global (orecastin" and reportin"solution (or #-$$$ users

D Minutes to access in(ormation

Te 'orld)s leadin" producer o( primary aluminum 'it H+F4&billion in revenues 'it operations in 6F countries and F&$locations4 Alcoa as over #F#-$$$ employees4


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*ritical *omponents to Implementtrategic Planning 6est Practices

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Predictive Modeling 4 imulation

*orporate#evelopment

"alueManagement

%ongTerm )inancialPlanning

Treasur&trategies

Planning8 6udgeting 4 )orecasting

5hatif Anal&sis


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:e& *apabilitiesAccounting Integrit& and Modeling peed

D 0nte"rated (inancialstatements

D Project sareolder value

D 1un unlimited scenarios

D Consolidate multiplebusiness combinations

D Evaluate strate"ic projects

D Simulate e((ects o( MIA

D


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(educe Modeling Time )rom #a&s to Hours

.ortune &$$ ener"y company and nation)s leadin" supplier o(competitive electricity to lar"e commercial and industrialcustomers4

6efore

Too! days to run ne' &%year lon"%ran"e plan scenarios usin" E5cel

*ac! o( (ully inte"rated (inancialscenarios bet'een debt pay do'ns-sare buy%bac!s and investments inlon"%term capital projects

No inte"ration bet'een .PIA andTreasury models

After

Cas%(lo' models in ours- not days Sensitivity analysis on cas%(lo' and

treasury scenarios

Strate"ic use o( (unds across debt-eKuity and capital projects

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*ritical *omponents to ImplementPlanning 6est Practices

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*apital AssetsPlanning

5or!forcePlanning

%ongTerm)inancial

Planning

)inancial#etail

Operational#etail

Predictive Modeling 4 imulation

Operational(evenue 4 *ost

Modeling

Planning8 6udgeting 4 )orecasting

)unctional Plans

ProjectPlannin"

Mar!etin"Plannin"


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:e& *apabilitiesAccelerate the Planning 4 )orecasting Process

D CentraliJed system

D Ali"n top%do'n and bottom%up

D Consistent assumptions

D Common allocations Icalculations

D 0nte"rated Operational Plannin"

to address in%dept revenue andmar"in plannin"

D Purpose%built Capital Assets and/or!(orce plannin" modules (or(ast deployment

D Po'er(ul 'or!(lo' and processmana"ement (or bud"etin" and(orecastin"

D *evera"es Essbase L po'er(ulreportin" and analysis

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horten 6udget *&cle b& Implementing

= Month (olling )orecast

/orlds &t lar"est Airline- celebratin" its 8&t anniversary in +$$

Operates +-8&$ daily departures9#FF domestic- #F+ internationaldestinations

Named .ortune ma"aJine No# /orlds Most Admired Airline

6efore

F$ o( .PIA time spent on datamana"ement

Tousands o( spreadseets e5ist 'itembedded calculations- macros Ilin!s

E5cessive revie' time and multipleiterations due to e5tended bud"etcycle

Security issues 'it avin" dataresidin" in o((line E5cel spreadseets

After

Move to a #, mont rollin" (orecast toallo' (or sorter bud"etin" process

1eplaced #$$$)s o( e5celspreadseets

/eb%based data entry (or /or!(orcePlannin" M"mt- 1eservations a"ents

Enabled (or local currency input andautomated currency translation


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*ritical *omponents to ImplementProfitabilit& and *ost Management 6est Practices

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*ost8 (evenue and

Profitabilit&Anal&tics

*ost and

Profitabilit&(eporting

*ost and

(evenue Allocation*alculations

Allocate PerformanceImprovement

*ost and

Profitabilit&imulation

Anal&?e

Profitabilit& and *ost Management

*ommon (eporting 4 Interaction


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:e& *apabilitiesImprove Profit #ecisions Through 6etter "isibilit&

D A business user application tobuild models tat:

D Accurately assi"n- measure- andmana"e costs and revenues

D @se any metodolo"y to trans(orm

(inancial data trou" multiple sta"esD Compute costs and pro(itability (or

multiple business objectives:

D Customers- products- services-activities- etc4

D @se scenarios to evaluate alternateapproaces

D *evera"e Essbase)s po'er(ulreportin" and analysis

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Optimi?e Product Mi2 to Ma2imi?e

Profitabilit&

1e"ional ban! servin" # /estern and Mid'esternstates and 6 million ouseolds4 Over H$B in assets'it more tan #$-$$$ employees4

6efore

0T resources demand e5ceededcapacity (or pro(itability reportin"

Needed business users to drivepro(itability modelin"

*ac! o( insi"t o' sared costsimpacted economics o( te business

Callen"e to optimiJe product mi5 tatma5imiJes ban! pro(itability

After

Minimal 0T involvement Easy inte"ration into EPM system

in(rastructure

Ability to o((er a bas!et o( products bymi5in" and matcin" productsaccordin" to customer demo"rapics

Bencmar!in" costs (or developin"and mar!etin" ne' products

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Oracle EPM *onnects Management

Processes

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*ommon Integration 4 Anal&sis


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6ecome A 5orld *lass EPM Organi?ation


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+e2t teps

Evaluate your EPM processes

Partner 'it Oracle to de(ine your EPM >ision

*evera"e Oracle)s +& years enablin" EnterprisePer(ormance Mana"ement

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APPE+#I3


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EPM 5hiteboard

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COMMON 0NTEG1AT0ON I ANA*S0S

COMMON 1EPO1T0NG I 0NTE1ACT0ON

ST1ATEG0CP*ANN0NG

.0NANC0A*C*OSE

P*ANN0NG I.O1ECAST0NG

P1O.0TAB0*0TMANAGEMENT

E BENE.0TS:

# A*0GN P1OCESSES+ E1 CONS0STENC

F G1EATE1 >0S0B0*0T


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EPM Process@Product Mapping(E)E(E+*E O+%/

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D 7yperion .inancialMana"ement

D.inancial Close Mana"ementD


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Oracle's Integrated Anal&tic olution

D SalesD Mar!etin"D ServiceD Contact CenterD PriceD *oyalty

D .inancial ServicesD CommunicationsD 7ealtcareD 1etail

D .inancialsD 71D Procure I SpendD ProjectsD Supply CainD Order M"t

D *o"istics

D .inancial CloseD Strate"ic Plannin"D Plannin" I .orecastin"D Pro(itability Mana"ement

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I+1%EE+TE(P(IE

I+)O(MATIO+MO#E%

(EPO(T

A+A%/0E)O(E*AT

MO#E%


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Oracle EPM &stem

*OMMO+ A+A%/TI* )O,+#ATIO+

O%TP 4 O#&stems

#ata 5arehouse#ata Mart

Oracle8 iebel8 Peopleoft;# Edwards8 AP8 *ustom

E2cel3M%

6usinessProcess

O%AP

.or'ard%*oo!in" Analytic En"ine Multi%user /rite%bac!

.inancial 0ntelli"ence Enterprise Dimension Management

E(PA+A%/TI*

*(MA+A%/TI*

I+#,T(/A+A%/TI*

Ad-hocAnalysis

InteractiveDashboards

Reporting &!blishing

Detect &Alert

DisconnectedAnalytics

"#ceIntegration

PE("AI"E I+)O(MATIO+ A**E

Sin"le Enterprise 0n(ormation Model on%ormed Dimensions

.ederated ?uery 0ntelli"ent Cacin"

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T(ATE1/MA+A1EME+T

P%A++I+1 46,#1ETI+1

)I+A+*IA%*%OE

P(O)ITA6I%IT/MA+A1EME+T


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)I+A+*IA% (EPO(TI+1 4 *%OE P(O*E

1O"E(+A+*E (I: A+# *OMP%IA+*E

EPM and 1(*$ Parallel Processes

upporting the *lose

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* ti th )i i l *l


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*onnecting the processes$ )inancial *lose

with )inancial 1overnance

D A component o( .inancial Close is .inancialGovernance

D .inancial Governance includes internal controls-

policies and evaluation o( ris! G1C Mana"er andG1C 0ntelli"ence

D 0nternal controls I policies include access andtransaction mana"ement G1C Controls

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6arric! 1old Improves )inancial *ompliance

and (is! Management

6efore

Te annual SOQ assessmentprocess 'as primarily mana"edtrou" te use o( E5celspreadseets- /ord documents-Po'erPoint presentations4

Time consumin" analysis anddevelopment o( statistics reports(or eac reportin" cycle

*imited on"oin" visibility

After

1educe top do'n ris! assessmentprocess by over +-$$$ ours peryear

StandardiJe G1C content "lobally

1educe testin" e5pense by F$

0ncreased mana"ement visibility intoi" ris! areas

0mproved te close process

/orld)s pre%eminent "old producer- 'it a port(olio o( +8

operatin" mines in & continents4 1is! assessmentdasboards 'it consolidated account balance by entity(rom 7yperion .inancial Mana"ement and ris! ratin"s (romcontrol evaluation in Oracle G1C Mana"er

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