z al                                                 an   Right Tool for the Right Job:te             rR                  ...
Agenda                                                            al                 Enterprise Planning Intro            ...
About Edgewater Ranzal    Founded in 1996, Ranzal has implemented Oracle / Hyperion     solutions for over 700 companies ...
A comprehensive enterprise planning solutionshould …     Translate strategic objectives into operational goals and target...
Integrated Planning & Analytics                                                z al                                       ...
z al                                   an                      te         rR    What Tools are inathe Box?                ...
The Tool Box                                             z al                                           an                ...
Oracle’s Advantage                     Predictive Modeling & Simulation                                                   ...
Integrated Planning in 11.1.2.2    Project Planning Application    Native Rolling Forecast Functionality                ...
z al                                   an                                 rR                      ate     Selecting the Pr...
Comparison: HSF vs. Planning                                           z al                                         an    ...
Tool Overlap: HSF vs. Planning / Essbase    Both tools provide the ability to create plans, but with significant differen...
Why HSF is Purpose Built for Strategic Planning    Full-Financial Statement Modeling       –   Out-of-the-box integrated ...
Why Planning is Purpose Built for TraditionalBudgeting & Forecasting    User Base       –   Ability to distribute the pla...
Keys to Success    Gather requirements and identify the best fit      – Take the time to evaluate the full suite      – T...
z al                        an                      rR                 w ate             d ge         rt             Demo ...
Closing                                                                       al   Enterprise Planning has               ...
z al                            an                          rR                     w ate                 d ge             ...
z al                                                an                                              rR                    ...
z al                        an                      rR                 w ate             d ge          E    Demof Screen S...
Pre-Built Accounting Integrity      ►   Pre-built, fully integrated financial statement foundation          Pre-built fore...
Powerful Scenario Capabilities                                       z al                                     an          ...
Easily Analyze Various Combinations                                                   z al                                ...
World Class Treasury Analysis►   Calculates net cash    surplus or deficit from                                           ...
Acquisition / Divestiture Modeling                                       z al                                     an      ...
Set Strategic Targets in HSF                                       z al                                     an            ...
Align the Planning Process                                       z al                                     an              ...
Seed Budgets With Strategic Targets                                                       From                            ...
Tweak Budget with Targets In Mind                                      z al                                    an         ...
Update Targets with Latest Forecast                                       z al                                     an     ...
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Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite

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Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise Planning Suite

  1. 1. z al an Right Tool for the Right Job:te rR a How to Maximize ew dg the ROI of Oracle’s Enterprise Planning Suite E y of ert P ropRyan Meester – Edgewater RanzalDirector I Strategic Planning Practice 1 11/7/2012
  2. 2. Agenda al Enterprise Planning Intro z an rR ate What Tools are in the Box? w d ge fE 11/7/2012 Selecting the Proper Tool o rty Product o pe Pr Demonstration Question & Answer 2
  3. 3. About Edgewater Ranzal  Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1000+ projects since the acquisition) l za an  One of the largest Hyperion Practices in the U.S. with global presence Oracle / Hyperion Platinum Partner - Highest te rR wa  Status e E dg Vertical Expertise with High-Profile Clients from Coast to Coast of  y ert and production support Cover all requirements from pre-implementation process design rop  through infrastructure, training P  “One Stop Shop” for ALL EPM Implementation needs since Meridian acquisition in spring of 2010 3 11/7/2012
  4. 4. A comprehensive enterprise planning solutionshould …  Translate strategic objectives into operational goals and targets Seed operational plans with strategic targets z al an  Update strategic plans using the most currente rR at operational plans and ew  dg forecasts E of plans easily and frequently rty Update strategic and operational pe  P ro  Perform powerful what-if and ad hoc analysis  Integrate all planning processes into a single centralized environment Source: http://www.oracle.com/appserver/business-intelligence/hyperion-financial-performance-management/docs/hyperion-enterprise- planning-whitepaper.pdf
  5. 5. Integrated Planning & Analytics z al an rR w ate d ge o fE rty HSF ro pe P 5
  6. 6. z al an te rR What Tools are inathe Box? g ew f Ed rt yo ro pe P6
  7. 7. The Tool Box z al an rR w ate d ge o fE rty ro pe P 7
  8. 8. Oracle’s Advantage Predictive Modeling & Simulation z al an rR w ate d ge o fE rty Long-Term Operational pe Financial Workforce Capital Assets Project Financial Revenue & Cost ro Planning Planning Planning Planning Modeling P Planning, Budgeting & Forecasting Financial Operational Detail Detail
  9. 9. Integrated Planning in 11.1.2.2  Project Planning Application  Native Rolling Forecast Functionality z al an rR  Strategic Planning in Smart View w ate ge  Predictive Planning Capabilities d fE yo Enhanced Task Lists and Workflow Capabilities ert   P rop Enhanced UI using ADF – Charting – Multiple Comments / Documents – Formatting Comments, Instructions – Audit Logging in Grid
  10. 10. z al an rR ate Selecting the Proper Tool g ew f Ed rt yo ro pe P10
  11. 11. Comparison: HSF vs. Planning z al an rR w ate d ge o fE rty ro pe P 11
  12. 12. Tool Overlap: HSF vs. Planning / Essbase  Both tools provide the ability to create plans, but with significant differences in methodology. al  The correct tool for the job should be easily identified using the following criteria to z an determine the appropriate application: rR – Audience / Number of Users (i.e. Executives and small corporate finance team vs. ate Managers and dozens of end users across the organization) w ge – Strategic vs. Operational Planning (i.e. Target / Goal setting aspirations vs. tactical short- d fE term objectives) o Level of Detail (i.e. High Level Financial focus vs. cost center / department level focus, rty – P&L vs. Full Financials) ro pe  P Both tools provide reporting functionality, but the Essbase reporting environment provides better reporting functionality and the ability to expand the audience of the HSF output.  The powerful calculation functionality within Essbase could be used to perform some allocation functionality within HSF that is currently difficult or time consuming.
  13. 13. Why HSF is Purpose Built for Strategic Planning  Full-Financial Statement Modeling – Out-of-the-box integrated financial statements – Enhanced accounting integrity – z al Built specifically for setting financial targets for the organization over a longer time horizon an rR ate  Flexibility for end-users w End users can modify accounts / forecast methods on the fly without IT Involvement ge – d  Enhanced Scenario Capabilities o fE – e rty Scenarios can be created on the fly and layered on top of each other Mix & match scenarios p – P ro across various entities to build the overall plan  Powerful Treasury Utilities – Funding routine allows users to define cash balancing process – Model debt issuances, share buybacks, credit ratings & debt covenants with ease
  14. 14. Why Planning is Purpose Built for TraditionalBudgeting & Forecasting  User Base – Ability to distribute the planning process to a large number of users and entities z al Work-flow / process management capabilities built in to facilitate the planning process an – rR ate / rolling forecast (i.e. modeling  Level of Detail – expenses by cost center / department) ge w Extensive account / entity detail required for annual budget Ed Extensive aggregations, allocationsfand other calculations must perform rapidly and yo – ert frequently (i.e. Allocation of corporate expenses to various entities / departments)  Flexible Management P rop Reporting – Ability to quickly slice and dice the data into multiples views (i.e. Gross Margin by Product vs. Region) – Instantly update presentations in numerous Microsoft Office formats (i.e. PowerPoint, Excel, Word)
  15. 15. Keys to Success  Gather requirements and identify the best fit – Take the time to evaluate the full suite – Try not to replicate complex logic in multiple systems but rather take advantage of the strengths of each (i.e. Allocations in Planning, Reporting in Essbase or BS/CF modeling in HSF) z al an rR  Create a common point of intersection between HSF, Planning & Essbase ate – Chart of Accounts – Entity Structure w – Common modeling methodologies d ge fE – Discrepancies to be resolved ensures communication link between the applications o ty roptions:  ro pe Explore various data integration – FDM P – Direct integration within the HSF Client – Extended Analytics  Leverage Essbase for comprehensive management reporting across applications
  16. 16. z al an rR w ate d ge rt Demo yo fE ro peP
  17. 17. Closing al Enterprise Planning has z Common Reporting & Interaction an multiple components rR ate Oracle offers best of breed Planning & Strategic Planning ew Forecasting g solutions in each area which integrate seamlessly Ed f Financial Close yo Profitability rt Management Consider the entire ro solution when evaluating pe any individual pieceP Common Integration & Analysis Data Quality and Consistent Dimensions
  18. 18. z al an rR w ate d ge o fE rty ro peP
  19. 19. z al an rR w ate geRyan Meester I Edgewater Ranzal dDirector | Strategic Planning PracticeCell: (312) 810-0684 o fE rtyrmeester@ranzal.com| ww.ranzal.com ro pe P
  20. 20. z al an rR w ate d ge E Demof Screen Shots o rty ro peP
  21. 21. Pre-Built Accounting Integrity ► Pre-built, fully integrated financial statement foundation Pre-built forecast methods and formula functions al ► What-if Analysis toolkit nz Ra ► r w ate d ge o fE rty ro pe P
  22. 22. Powerful Scenario Capabilities z al an rR w ate d ge o fE rty ro pe P
  23. 23. Easily Analyze Various Combinations z al an rR ate Mix and Match w Scenarios d ge fE Capital Projects included o rty ro pe P Acquisition excluded
  24. 24. World Class Treasury Analysis► Calculates net cash surplus or deficit from al multiple models and z an scenarios Funding Options tool to rR ate► re-allocate surpluses and w fund deficits d ge► Debt scheduler o fE rty monitor covenants, credit e► User-defined reports to P rop ratings, and earnings per share
  25. 25. Acquisition / Divestiture Modeling z al an rR w ate d ge o fE rty ro pe P
  26. 26. Set Strategic Targets in HSF z al an rR w ate d ge o fE rty ro pe P
  27. 27. Align the Planning Process z al an rR w ate d ge o fE rty ro pe P
  28. 28. Seed Budgets With Strategic Targets From Strategic Plan z al an rR w ate d ge o fE rty ro pe P
  29. 29. Tweak Budget with Targets In Mind z al an rR w ate d ge o fE rty ro pe P
  30. 30. Update Targets with Latest Forecast z al an rR w ate d ge o fE rty ro pe P

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