rolta ocs ebs pp pres for deckers 051415

Oracle EBS Capabilities Overview

May 14, 2015Deckers Brands

Rolta Oracle Consulting Services

04/15/2023Rolta. Proprietary & Confidential 1

Objectives

Organization OverviewDelivery Excellence, People Excellence

EBS (Oracle E-Business Suite)

Case Studies

Passion for Technology, Commitment to Excellence

A Global 200 Forbes Best Companies under $1BRevenue of 500M+ & 4500 employees globallyA top partner to Oracle, HP, EMC, VMware, & SAPEBS, BI, EPM & Managed Services


Rolta is a Global SI & Oracle Platinum Partner

Experience Summary

100+ EBS clients & 200+ projects50+ Hyperion 11.x projects, 200+ projects40+ OBIEE Projects30 + R12 Upgrades, implementations & Re-implementations 10 Oracle Excellence AwardsHyperion Implementer of the year


Oracle on Rolta Capabilities


“Rolta is a great Platinum Partner of Oracle’s. They have excellent knowledge of Oracle’s technology and are always one of the first to learn and understand the new offerings we are bringing to market.”

Thomas KurianPresident of Product Development

Oracle Corporation

Rolta – Internal/Client Use Only – Not for Public Distribution

Global Delivery Model

Leveraging the right resources at the right time in the right manner

Client On-Site• On-Site dedicated resources• Tightest customer interaction• Suitable for core functions• Design, deployment, acceptance testing as appropriate

Off-Shore — Rolta India• Off-shore leveraged resources, managed thru U.S. Based

Solution Center• Enables global sourcing efficiencies/significant cost

advantages• Suitable for support functions• Development, maintenance, as appropriate

On-Shore — Rolta Solution Center• Near-shore leveraged resources• Enables off-site efficiencies/cost advantages• Specialized competencies and technology expertise through

Solution Center• Suitable when fast turnaround s are required

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Rich Niemiec

An Oracle Ace Director, co-founder & CEO of TUSC

Past President of the International Oracle Users Group (IOUG) and the current President of the Midwest Oracle Users Group (MOUG)One of six originally honored worldwide Oracle Certified MastersAuthored the #1 Oracle bestseller "Oracle11g Release 2 Performance Tuning Tips & Techniques" Inducted into the Entrepreneurship Hall of Fame in 1998


[email protected]: 630-353-9710;M: 404-704-6755

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Rolta Consulting Client Sampling

Limited BrandsQuill

Sara LeeShopperTrak

Sports AuthorityThe Pampered Chef

Verizon Wireless

HayneedlePennwellMeredithBurger KingFTD.ComHammacher-SchlemmerHarlem Furniture

Retail

Barrick GoldFlambeauParamount FarmsCore LabSchreiber FoodsWells GardnerH&V

ACLGarmin

Snyder’s-LanceTPC

Newark GroupPepsiCo

PTC Alliance

Industrial /Process Manufacturing

United AirlinesOvernightUSF CorporationEagle Global Logistics

Transportation

ABN AMROBank of the WestBank of AmericaCBOTCitizensFannie MaeHuntington National Bank

Hudson United BankJPMorgan Chase

Northern TrustMesirow Financial

The Clearing Corp.Wachovia

PNC

Financial Services

DellTracfoneAvert, Inc.ForsytheIntrado CorpIQ Navigator

Levy RestaurantsManatron, Inc.

Publications InternationalSun Microsystems

Underwriters Laboratories

Service / Technology

PaceColorado Dept of EdCity of ChicagoCity of EvanstonDelaware Div of RevDLT SolutionsFermi National Lab

State of WisconsinNOAA

US Dept. of EnergyKansas Supreme Court

US Navy

Government

ACTDeVryIndiana UnivNorthwestern UnivOhio State UniversityUniversity of IowaUniv of Southern Florida

JHU-APLUniversity of Illinois

Univ of MichiganUniv of Pennsylvania

Univ of WI-Madison

Education

HaemoneticsRegeneronExtendicareAMRIBaxter HealthcareEdward HospitalCaremark International

Cincinnati Children's Hospital

IPC The Hospitalist Co.Presbyterian Health

PharmaciaUsana Health Services

Your Choice Living

Healthcare + Manufacturing Utilities

MLGWPGWAlabama PowerGeorgia PowerNPGAmerican Electric PowerDP&L

National GridProgress Energy

Hydro OneSWATVATEP

Red Highlight = Recent R12 Clients

E-BUSINESS SUITE


Full Portfolio of EBS Solutions & ServicesOver 225 projects with senior-level peopleR12 Upgrades (12.2 recently at Garmin)R12 Assessments & Implementations Financials, Supply Chain, Procurement,

Projects, Manufacturing (Discrete and Process), EAM, HRMS, CRM, and EAM

Business Transformation Migration from Other ERP packages to EBS M&A Integrations

ERP Cloud Financials & CRMP2 Enterprise UpstreamCo-existence Strategies & Project Mgmt.


R12 Upgrades Haemonetics• SAP to Oracle migration• R12 Upgrade – 26 global ledgers• Oracle Outsource Manufacturing

Oracle EBS Solutions & Offerings for Specific IndustriesDeveloped with Industry-Leading Practices and Business Processes

Cross Industry ERP Roadmap, Including ERP Cloud

Options

R12 Upgrade Assessments

EBS R12 Implementations

Business Transformation Including Migration from Other ERP Packages to Oracle ERP

ERP Cloud Implementations

• ERP Cloud Financials• ERP Cloud Procurement• ERP Cloud Project

Portfolio Management• Cloud CRM• Co-existence Strategies

Industry FocusIndustrial Manufacturing - Discrete Manufacturing Implementations and UpgradesIndustrial Manufacturing - Process Manufacturing Implementations and Upgrades

OPM Upgrade AssessmentsProcess Execution, Engineering, Quality, FinancialsProduct DevelopmentIntegration to 3rd Party Solutions

UtilitiesOil and GasFinancial Services

EBS R12 ImplementationMLGW New Oracle Implementation in the Utilities Industry Business Process Redesign and

Adoption of Best Practices Design and Development of RICE

to Support Integration andGaps to Standard Functionality

Oracle Process ManufacturingPepsico OPM Upgrade Assessment

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R12 Upgrades & Oracle Mobile Apps … Driving Change!

SAAS HCM

RECRUITING

SAAS HCM

RESUME SCREENING

SAAS HCM

CANDIDATE SCREENING

SAAS HCM

SUCCESSION PLANNING

SAAS HCM

TIME CARD

SAAS HCM

INTERVIEW MANAGEMENT

SAAS HCM

TALENT REVIEW

SAAS HCM

LEARNING

SAAS HCM

TIME CARD

PeopleSoft

MAINTENANCE SERVICE REQUEST

JD Edwards

EXPENSES

E-Business Suite

REQUISITION

SAAS HCM

APPROVALS

JD Edwards

REQUISITIONS

JD Edwards

SERVICE ORDERS

JD Edwards

PURCHASE ORDERS

JD Edwards

PO APPROVAL

JD Edwards

SUPPLIER SELF SERVICE

JD Edwards

PROJECTS ON THE GO

PeopleSoft

TIME REPORTING

PeopleSoft

PROJECTS

PeopleSoft

TRAVEL AUTHORIZATION

PeopleSoft

CASH MANAGER

PeopleSoft

EXECUTIVE HOMEPAGE

PeopleSoft

LINE LEVEL MANAGER

E-Business Suite

SUPPLIER SELF SERVICE

E-Business Suite

PROJECTS ON THE GO

E-Business Suite

WAREHOUSE INTEGRATION

E-Business SuiteAGILE PLM

E-Business SuiteEXPENSES

E-Business Suite

COMPANY DIRECTORY

PeopleSoft

PAYMENT REQUEST

PeopleSoft

PROCUREMENT OFFICER HOMEPAGE

PeopleSoft

TIME CARD

PeopleSoft

BENEFIT PLANS MODIFICATION

Siebel CRM

CUSTOMER 360

Siebel CRM

MOBILE KNOWLEDGE

SAAS HCMPeopleSoft

TIMECARD

PeopleSoft

BENEFIT PLANS MODIFICATION

PeopleSoft

GUIDED SELF SERVICE

JD Edwards

WAREHOUSE INQUIRY

E-Business Suite

EXPENSES

E-Business Suite

ASSET MANAGEMENT

E-Business Suite

WORKER ABSENCES

E-Business Suite

WORKER PORTRAIT

SAAS HCM

WORKER ABSENCES

JD Edwards

ASSET MANAGEMENT

Siebel CRM

PRM

Siebel CRM

CLIENTELLING

PeopleSoftEXPENSES

PeopleSoftREQUISITIONS

PeopleSoftAPPROVAL

PeopleSoft

COMPANY DIRECTORY

Siebel CRM

PHARMA SALES LIFE SCIENCES

Siebel CRM

PHARMA SALES REP

SAAS HCM

RESUME SCREENING

Siebel CRM

TPM CONSUMER GOODS

Siebel CRM

OPPORTUNITIES

SAAS HCM

WORKER PORTRAIT

Siebel CRM

RETAIL EXECUTION CONSUMER GOODS

Siebel CRM

CONTACTS

SAAS HCM

APPROVALS

SAAS HCM

CANDIDATE SCREENING

JD Edwards

EXPENSES

SAAS HCM

COMPANY DIRECTORY

SAAS HCM

RECRUITING

Siebel CRM

SERVICE ORDERS

JD Edwards

PO APPROVAL

JD Edwards

REQUSITIONS

SAAS HCM

GOALS

E-Business Suite

ORDERS

E-Business Suite

SERVICE ORDERS

E-Business Suite

TRANSPORTATION

E-Business Suite

AGILE PLM

Siebel CRM

SERVICE REQUEST STATUS

Siebel CRM

FIELD SERVICE

E-Business Suite

REQUEST STATUS

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Rolta Oracle Applications Practice

Experience of Over 225 Projects Business Transformations Over 175 implementations Over 25 R12 Projects Oracle Fusion / Cloud ERP Integrated global delivery model

Full lifecycle project management, implementation, migration, & support services

World class senior-level subject-matter experts in both Oracle Applications and supporting related technologies

Core Expertise in Financials, Supply Chain, Procurement, Projects, Manufacturing (Discrete and Process), Technology and Fusion

Partner for Primavera, HRMS, CRM and EAM

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Recent Oracle EBS Implementations

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The Rolta Approach: ”Achieve Customer’s Short and Long Term Strategy and Vision”

Reporting Needs

Analytical

Oper

ation

al

Deci

sions

Transactional

Stra

tegi

c

ExecsInformation

to makestrategic decisions

Management

Use management andfinancial information to effectively

manage business operations and decision making capabilities

Operations

Financial andOperational Detail

Efficient business system to capture the right data and information &Facilitate internal controls

360O View

End to EndProcess View

OperationalProcess View

EPM, BI, Endeca, other apps

Core Functionality, Endeca

Foundation Functionality

EBS, EPM, BI, 3rd Party

Net New Oracle EBS Implementation or Re-Implementation Overview: Transformational business

initiative to implement EBS, generally to improve a set of business metrics

Deal size: $5-$10M; Megadeals over $10M

R12 Upgrade Overview: upgrade of EBS from 11.5.10 or

earlier to R12, facing loss of support and lack of business justification for expense

Deal size: $500K - $3M

Typical Engagement Size

1604/15/2023Rolta. Proprietary & Confidential

Cloud ERP Overview: system modernization or

transformational business initiative Deal size: $250K - $1M

Application Family Implementation Overview: addressing a specific business

issue, activating shelfware Deal size: $50-$250K

Case Study EBS R12 Upgrade

Business ChallengesClient was looking for a consulting partner that would be able to function in a advisory capacity to help them implementation new business processes and reporting needs for the company. Including a SAP to Oracle 11i migration (for an acquired company) and a migration of all of the consolidated entities to R12.

The primary challenge faced by Haemonetics was transforming an SAP acquisition to an Oracle footprint and then upgrading the consolidated entity to Oracle R12. The successful partner would be able to support the following:• R11 Oracle EBS - Finance, Manufacturing

(Process and Discrete), inventory, Purchasing, OM, Field Service

• Migration of SAP and MAPICS at acquired entities

• BI Implementation• Upgrade of EPM/BI instances• Upgrade of Hyperion/Brio reporting for R12

ApproachRolta laid out a phased and collaborative approach to provide consulting services and to become a strategic partner for Haemonetics. We leveraged our Ri3 Methodology and the Insights, Innovation and Impact solutions that are contained within it to develop our project strategy and planning. Our approach included significant use of Rolta’s global delivery capability to deliver the project and ensure a low TCO impact. Our initial phase was an advisory project to work with them to document and understand all the requirements; and to develop a multi-year transition plan for the acquisition and the upgrade. The Phase 0 work identified the process for the migration and also additional applications for optimization using EPM and OBIEE. The Phase 1 activity was to migrate to SAP (which has been successfully completed) and Phase 2, upgrade to R12 (which has successfully cutover in May 2014). In addition to EBS, Rolta is actively engaged with Haemonetics to provide consulting services for EPM and OBIEE. All of this was managed under one PMO with executive oversight.

ResultsToday, all of Haemonetics uses the Oracle R12 solution to run its business. Project resulted in successful achievement of business and IT goals for the business; completed on-time and on-budget for each phase. Rolta and Haemonetics are in a successful partnership and long-term relationship.• Innovative solution – to meet tight timelines 4

factories migrated to parallel ERP instances with Sales and Financials migrated to Oracle for day 1 readiness (post acquisition)

• After 90 days 2 additional Oracle Operating Units go-live

• In 9 months complete migration from SAP to Oracle

• Release 12 upgrade completed in May 2014 • R12 customization remediation and initial

technical upgrades completed in parallel with SAP to Oracle migration

• Subsequent to the upgrade Rolta completed a POC for Oracle Outsourced Manufacturing and continues to support introduction of Oracle to new sites

Case Study: EBS R12 Upgrade

Business ChallengesACT has an extremely large and complicated Oracle footprint. Modules currently in use at ACT include: Advanced Collections, AP, AR, eBTax, GL, Cash Management, Fixed Assets, Purchasing, Inventory, IStore, iSupplier, Advanced Pricing, Order Management, Projects, Service Contracts, Telesales, Teleservice. Additionally, ACT has a significant amount of custom code to manage its student registration systems which were based on Oracle iStore.

Rolta was asked to help manage the upgrade, provide functional and development resources (both onshore and offshore). In addition, Rolta was asked to provide resources to help stabilize a recent implementation of iSupplier and to do new custom development on an impersonation mitigation system that was introduced during the middle of the R12 upgrade.

ApproachRolta laid out a phased and collaborative approach to provide consulting services. We leveraged our Ri3 Methodology and the Insights, Innovation and Impact solutions that are contained within it to develop our project strategy and planning.

Our approach included significant use of Rolta’s global delivery capability to delivery the project and ensure a low TCO impact for ACT

We developed a plan for a 15 month project and over the fifteen month upgrade, the Rolta and ACT teams work successfully to remediate significant code, develop new code, and execute four testing cycles (3 integration tests, 1 User acceptance test). Rolta was also able to work with ACT to introduce third party tax software integrated to Oracle EBS through for use throughout the Oracle applications.

ResultsToday, all of ACT uses the upgraded Oracle R12 solution to conduct business. The Project resulted in successful achievement of business and IT goals for the business; completed on-time and on-budget for each phase The Rolta and ACT partnership was able to successfully;• Review, improve, and document ACT’s business

processes in the Oracle Release 12 application• Remediate, unit, and integration test all custom

objects in R12• Update training documentation and provide

training to ACT’s super users and end users• Conduct multiple test R12 upgrade and

conference room pilot iterations• Transition both functional and technical

development knowledge to ACT’s team of Oracle analysts and developers

• Stabilize iSupplier (Originally implemented by another vendor)

• Introduce the Impersonation mitigation solution• Introduce a new tax solution integrated with

Oracle EBS

Case Study: EBS R12 Upgrade

Business ChallengesThe primary challenge faced by Regeneron was transforming from a clinical research organization that utilized a small portion of the E-Business footprint to full commercial organization that harnesses the power of the integrated suite of products. Education of the “delta” changes between 11i and R12 was required to determine how to best position the organization to manage future business processes resulting from the rapid growth of the organization and the added complexities of new products, business partners, and emerging markets.

ApproachIn the spring of 2010, Rolta conducted an R12 Upgrade assessment that led to a 6 month R12 Upgrade of the entire E-Business suite that included Process Manufacturing (OPM.) Subsequent project included remediation of customizations impacted by the migration to R12, additional RICE elements, and a 6 month business transformation project initiated in September 2011 to leverage the OPM module for MRP, Manufacturing Execution, and compliance requirements.

ResultsRegeneron was one of the first US based organizations to migrate to R12 using the Oracle OPM Migration path/process defined for existing 11i Process customers. The Rolta partnership successfully allowed the organization to go-live onto R12 after a 6 month engagement, with limited downtime and impact to the business. The success of the upgrade project led to over a dozen subsequent RICE related projects and the selection to assist Regeneron with the OPM/MRP improvement project. As a trusted advisor and partner, Rolta is working closely with the Regeneron leadership team to define a long term strategic roadmap that allows Regeneron to maximize their investment in the R12 suite of applications.

Client Overview

Abercrombie & Fitch Co. (ANF), through its subsidiaries, operates as a specialty retailer of casual apparel for men, women, and kids. The company sells casual sportswear apparel, including knit and woven shirts, graphic t-shirts, fleece, jeans and woven pants, shorts, sweaters, outerwear, personal care products, and accessories under the Abercrombie & Fitch, Abercrombie Kids, and Hollister brands. It also offers bras, underwear, sleepwear, and at-home products for women under the Gilly Hicks brand. As of January 30, 2010, it operated 1,096 stores in North America, Europe, and Asia. The company was founded in 1892 and is headquartered in New Albany, Ohio.

Challenges / Opportunities

• Lack of financial accountability in management levels due to shortfalls of planning systems and processes

• Financial plans lacked buy-in and ownership from management because they were created in vacuum and data was constantly questioned

• Web of MS Excel based models that were distributed caused a lack of data integrity, transparency and reporting

• Models unable to be easily modified resulted in out of date methodologies that were unable to keep up with the changes in the business. The planning models didn’t make sense for the business.

Implemented Solution

The solution for ANF had to drive accountability to those individuals in the organization that impact profitability on a daily basis. To do this, Hyperion Planning was implemented with income statement models at the store and department levels. These models included detailed revenue and expense methodologies specific to the retail industry and in particular ANF’s business. Particular attention was given to modeling store operations expenses including labor and non labor.

Results

This implementation has been considered one of the most successful technology deployments at ANF. The Hyperion Planning based system has driven control and accountability to the store level. The keys to this success are three fold; 1.) Planning models have been modernized and are now relevant to the existing state of the business. 2.) Planning capabilities have been driven down to the store level thus establishing ownership of those plans. 3.) A centralized planning system with robust reporting and ad hoc capabilities provide transparency performance variances. These results are being used to measure the business and drive accountability.

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Case Study: Hyperion Planning Solution

Case Study: Financial Consolidations

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Client Overview

Diversey is the industrial-strength version of S.C. Johnson & Son. Formerly JohnsonDiversey, it split from the well-known company in 1999 to make commercial cleaning, hygiene, pest control, and food sanitation products for retailers, building service contractors, hospitality providers, and foodservice operators. With revenues in excess of $3B, Diversey is the #2 global industrial and institutional cleaning products company. Headquarters in Sturtevant, WI. 10,400 Employees. Main competitors include Clorox, Ecolab and Proctor and Gamble.


• Disparate systems burdened the organization and precluded unified financial reporting

• The same information was being repeated in multiple locations and formats resulting in disjointed reporting

• Management views of financial management information were inconsistent and lacked uniformity across the enterprise

• Data and reporting were often out of date and lacked cohesiveness

• Financial plans lacked buy-in and ownership from management because they were created in vacuum and data integrity was constantly questioned


Rolta partnered with Diversey in establishing Hyperion Financial Management as its platform for financial consolidations. Prior to this project, Diversey consolidated its books using Hyperion Enterprise. Rolta led the effort to convert to HFM including performing detailed requirements analysis, system design and development.

Results

Key benefits realized from the HFM implementation include the following Single FM application used to report Constant Currency, Line of Business

and Revenue/Expense Detail Automated various consolidations to report constant currency Project team led 1-day training classes covering 100 end users Reduced number of reports significantly Resolved data integrity issues that resulted in

Client Overview

Scripps Networks Interactive Inc. (“SNI”) is the leading developer of lifestyle-oriented content for television and the Internet, where on-air programming is complemented with online video, social media areas and e-commerce components on companion Web sites and broadband vertical channels. The company's media portfolio includes popular lifestyle brands HGTV, Food Network, DIY Network, Travel Channel, Cooking Channel and country music network Great American Country (GAC), as well as leading online search and comparison shopping services, Bizrate and Beso.


The former E.W. Scripps Company had recently split its organization into two separate publically traded companied, E.W. Scripps Co (SSP) and Scripps Networks Interactive (SNI). SNI’s corporate finance team was challenged to create corporate consolidations and management reporting processes to meet the demands for internal and external reporting. In addition, the current budget and forecasting processed was utilizing thousands of disjointed spreadsheets that provided little to no insight into the forecasting process.


Rolta deployed a Hyperion Financial Management solution to consolidate the multiple entities of SNI and produce the new reporting package. FDQM was leveraged to tighten the controls on data integration and provide audit and drill back capabilities. Hyperion Planning was deployed to provide SNI with a robust budgeting application for corporate use. Planning was also deployed at the entity level to satisfy the operational planning and forecasting needs.

Results

SNI’s corporate finance team has a fully integrated financial reporting and analytic solution. The amount of manual effort to produce financial analysis on a monthly basis has been virtually eliminated. In addition, SNI now has complete insight into the enterprise’s planning and forecasting process. In the past, forecasts were only produces twice a year. Now with Hyperion Planning the forecasts are produced monthly with significantly enhanced detail and accuracy.

Case Study: Hyperion Financial Management

Client Overview

Exel, a division of Deutshe Post, designs and implements innovative contract logistics solutions for market-leading companies. They are America’s leader in contract logistics and supply chain management. By providing customer-focused solutions to the automotive, chemical, consumer, industrial, life sciences, retail, and technology industries, they develop and sustain partnerships that deliver true value and thought leadership to make their client’s business more competitive.


Exel’s challenges were twofold. First, they lacked the ability to consistently maintain both their financial and managerial metadata structures across their Oracle ERP and Hyperion Essbase solutions. (including multiple views of their Chart of Accounts and Organizational structures.) Secondly, although Exel was leveraging in existing Essbase reporting solution to promote the analysis of financial data, they lacked the ability to annotate theses results for clarification purposes.


Rolta deployed an Oracle:DRM solution that now functions as the book of record for financial metadata. It supplies dimension/hierarchy information that form the foundation for Exel’s Essbase Cubes as well as enforces consistency with their Oracle:ERP models. In addition, a Hyperion Financial Reports solution was deployed that leveraged the recently introduced annotation feature for capturing, tracking, and reporting financial commentary.

Results

The Oracle:DRM solution has been extended to support Site specific attribute capture, organization, and maintenance. This includes properties such as: Site Open Date, Client Name, Vertical, GM Manager Contact Information, Square Footage, Number of Shifts, etc. The Site Analytic solution is deployed to over 1000 users and leveraged on a global basis.

Case Study: Oracle Data Relationship Management

Client Overview

The Exel division of Deutsche Post is the Americas leader in contract logistics and supply chain management. They provide customer-focused solutions to the automotive, chemical, consumer, industrial, life sciences, retail, and technology industries. Their innovative contract logistics and supply chain solutions—from demand planning to retail home delivery—make their customers more efficient, more profitable, and more competitive


While Deutsche Post:Exel had been utilizing the Hyperion Suite of technology for multiple years, the stability of the environment, confidence in the information it was providing, and the capacity for which the solutions could adapt to changing needs of the business, promoted Deutsche Post:Exel to engage Rolta. It was determined that a Current State/Desired State Assessment be performed for which a solution Gap Analysis would articulate a program of opportunities to improve the use and as an extension the adoption of the Hyperion-based solutions.


Rolta engaged Deutsche Post:Exel in a Hyperion Capacity Assessment initiative. The focus of the study included the following four pillars:

• Process Orientation• Business Solutions• Hyperion Architecture / Infrastructure• Resource / Support

Results

The Hyperion Capacity Assessment encompassed the assessment, stabilization, and reconstitution of the Hyperion environment consistent with the current business reporting and information delivery needs of the organization. This included the establishment of best practices pertaining to data models (cubes), interfaces, processes, controls, organizational alignment, and administration.

Case Study: Hyperion Capacity Assessment

Client Overview

Burger King Worldwide, Inc., together with its subsidiaries, operates and franchises fast food hamburger restaurants, primarily under the Burger King brand worldwide. As of December 31, 2012, it operated 7,293 franchise restaurants and 183 company restaurants in the United States and Canada; 2,989 franchise restaurants and 132 company restaurants in Europe, the Middle East, and Africa; 1,290 franchise and 100 company restaurants in Latin America and the Caribbean; and 1,007 franchise and 3 company restaurants in the Asia Pacific. Burger King Worldwide, Inc. was founded in 1954 and is headquartered in Miami, Florida.


With 3G Capital’s acquisition of Burger King, the strategic decision was made to materially shift to a Franchise based business model. Lacking clear and consistent visibility into the financial impacts associated with this transition, Burger Kling reached out Rolta for the development of a Strategic Roadmap to support a multi-phase, international based Forecasting/Planning & Reporting solution. Subsequent to the creation of this implementation strategy, Rolta was engaged in the development of a multi-currency solution that supported North America, LATAM, EMAM, and APAC.


A North American model was established as the “blue print” from which regional derivations were developed. This expedited the requirements gathering/design phase while also ensuring consistency across the solution where appropriate.

The implemented solution included Planning/ Forecasting & Reporting across their various business processes.

• Property Management• Franchise Management• Company Restaurant Management• G&A, OIE, Interest• Tax• Capital Expenditure Planning & Reporting• CoOp Advertising Fund Management• Balance Sheet / Cash Flow

Results

As a result of the solution delivered, Burger King standardized their global planning and reporting process which was instrumental in achieving their strategic goal in shifting from a largely Company owned store structure to a Franchise based business model.

Case Study: Financial Planning & Reporting

Case Study: Daily Sales Planning and Reporting

Client Overview

Headquartered in Columbus, OH Established: 1963 Lines of Business: lingerie, personal care and beauty products,

apparel and accessories Revenue: $11.45 B from 2,969 store locations Employees: 100,000+


Lbrands relied upon a fifteen-year-old proprietary solution to provide their daily sales reporting to the senior executive team. A mix of technologies handled various aspects of data collection, mappings, and calculations, with the reports being ultimately delivered in spreadsheets. The finance reporting team began early each day to collect and consolidate manual inputs from legacy applications, delivering their results mid-morning – on a good day. Adapting to any changes in the business was problematic at best. Daily manual calculations were performed to input current data, handle exceptions and correct errors in inputs. The human expertise required to maintain the application and fix it when it broke down eventually disappeared. Frustrations caused by this costly, unreliable application were shared by the Finance and IT teams responsible for delivering daily sales results, as well as the CIO, CFO and CEO.


Rolta proposed a solution that would produce daily results without custom code or daily intervention. The design aligned year-over-year results to provide comparable "business calendar" reporting. The centralized reporting solution was built using the Oracle Hyperion platform familiar to Lbrands, including user-friendly web forms for data collection, automated workflow & calculations, and reports that precisely replicated the format required by the executive users. Rolta partnered with the Lbrands business & technology teams to implement an iterative design process, ensuring a solution that would meet the functional needs of the users.

Results

Through the optimal integration of processes and technology, Lbrands has realized all targeted benefits and more:• A reliable solution that is managed by end users with minimal central administration• Highly automated processing and communication of activities for consolidating

inputs and feedback, with a daily "push" of reports to users• System flexible supports scheduled reporting and on-demand updates when required• New metrics and key performance indicators can be readily added or modified• Accurate timely sales analysis tools and reports enable fact-based decisions

Client Overview

NiSource (Columbia Gas) is a utilities sector leader headquartered in Merriville, IN. NiSource’s balanced portfolio of regulated energy businesses provides natural gas transmission, storage and distribution, as well as electric generation, transmission and distribution to a total of nearly 4 million customers located throughout a high-demand energy corridor stretching from the U.S. Gulf Coast through the Midwest to New England

$6B+ Natural Gas and Electricity Utility #362 on Fortune 500 List 7,600 Employees 3.3M Natural Gas Customers in 7 States 500K Electricity Customers in Indiana


• 7 year budget requirement currently handled in Hyperion Enterprise

• Extensive Non-Cash Adjustments made at month end for Cash Flow Reporting. Absorbs significant reconciliation time and prone to errors.

• Restatements need to be agile• NiSource completed an extensive partner selection process

covering a period of 5 months.


Rolta proposed a solution that partners with NiSource to define and deploy best practices and processes with the implementation of Hyperion Financial Management (HFM). The Rolta team of HFM consultants provided significant value add beyond just Enterprise to HFM implementation. Rolta leveraged it’s HyJump methodology and implementation accelerators to achieve the customer’s objectives in the following areas:

– Migration from Hyperion Enterprise to HFM

– Cash Flow

– Intercompany

– Restatements

– Variance Reporting

Results

Each month, the NiSource Supply Chain and key Executive Sponsors conduct a Partnership Review Meeting with Rolta . Russ Viater VP - Transformation Program Delivery commented, “Rolta really stepped up big on this project and has done an excellent job”. The project has been delivered on-time and produced a 25% budget savings from the original estimate.

Case Study: Hyperion Financial Management

ERP Cloud: Global Financials & ProcurementRolta Leads with Innovation, Delivers Cloud ERP

Client Quick Facts

Industry Mfg - Plastics

Revenue $200M (est)

Employees 1600

HQ Baraboo, WI

Operations US, LAM, EMEA

Background and Business IssuesFlambeau manufactures a diverse range of injection and blown-mold plastic products and is part of the privately held Nordic Group companies.

Flambeau maintained a collection of disparate, non-integrated and highly customized manufacturing and financials systems. The lack of a single, global financial system of record resulted in process duplication, manual efforts, lack of visibility to global operations and inability to collaborate to make faster decisions. Flambeau needed to shift from sub-optimized and legacy systems to a seamlessly integrated ERP system to handle their financials and procurement, positioning Flambeau for future growth globally.

Engagement ProcessFlambeau is a long-standing client, and had engaged Rolta to perform some consulting work with Oracle’s Fusion Middleware products. During the course of this engagement, Rolta recognized the potential fit that Cloud ERP may have with Flambeau’s needs.

Rolta’s team engaged with the Oracle Sales team and introduced the ASM into the account. The joint Rolta/Oracle team worked collaboratively throughout the demonstration cycle and addressed all of the requirements needed to drive the deal forward for Oracle. In turn, Oracle provided access to Rolta for specialized training and coordination with Oracle’s Success Manager to ensure smooth delivery and transition of the solution.

Solution ResultsRolta delivered a comprehensive, transformational solution that created a standard global platform for future growth and enhanced finance and procurement processes, including leverage of the SLA engine for variance reporting. Other highlights of the innovative solution included:• Employment of a coexistence strategy, Rolta’s Cloud ERP Accelerators and robust technical integration including cloud-based web services and file-based data imports• Multi-language, multi-currency, multi-GAAP, and multi-calendar with global financial consolidation and reporting• Comprehensive sales tax rules incorporating the upload of rate changes using prebuilt tools and templates • Robust standard reports and analytics in flexible formats

GLOBAL DESIGN & IMPLEMENTATIONS

• Full lifecycle Project Leadership & Governance• Accelerators based on proprietary Ri3 implementation toolkit• Leads experienced in building ‘out-of-the-box’ and standard

solutions• Expertise using SOA and EAI middleware• Global On-shore/Off-shore Model – quality at a low TCO

STRATEGY & ADVISORY

• Migration roadmap, business process optimization, shared services business models

• Assist clients in leveraging their investment in EBS (11i or R12)• Development of ERP Roadmaps unique to Project Centric

Industries• Expertise with integration options• Make vs buy for client solutions

R12 EXPERTISE

• R12 Implementation, Assessment & Upgrades• Methodology that supports optimization of leading practices

system design• The ROLTA “Playbook” is an invaluable resource for client teams to

navigate the undocumented implications of an R12 re-implementation

• Team with over 20+ years of EBS expertise• CPA, CPIM, and certifications / specialization

DEDICATION TO CLIENTS

• ‘Clients, who become partners for life’• Industry respected EBS employees• Preconfigured 12.2.3 instance to ‘kick-start’ implementations• Investment by ROLTA to sustain and grow projects, Mfg. & Service

expertise• ROLTA EBS Center of Excellence• ROLTA IP - Automated Assessment Tools and client centric upgrade

“Playbooks”

The Rolta Advantage in Oracle ERP Projects:

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“We evaluated 5 highly qualified consulting partners for the Haemonetics upgrade (R12 migration / transformation) and Rolta was hands down the best match for the dynamic business at Haemonetics.

Rolta blended extremely well with our internal global team. We knew our project would take many twists based on the other business initiatives – Integration of Pall’s Whole Blood business, conversion of their SAP to our

11i, major manufacturing plant network changes and a redesign of our distribution network.

Rolta did a great job of helping us plan our attack and address changes in real time. They kept us informed on schedule and cost implications of any changes and helped us deliver an absolute seamless transition during 1

extended weekend. Rolta was and continues to be a great choice for Haemonetics.”

Tony Gazikas, CIO

Haemonetics

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Testimonial


Questions

Thank You

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