EPM - IBANK

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1 Enterprise Performance Management John Schweitzer – Vice President, Commercial

description

IBANK, DUE DILIGENCE, OFSAA, EPM, HYPERION

Transcript of EPM - IBANK

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Enterprise Performance Management John Schweitzer – Vice President, Commercial

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2Copyright © 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Management Excellence: The Next Competitive Edge

Time

CompetitiveAdvantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE

Cost – Lean and MeanQuality – Six Sigma, TQMSpeed – Real-time, JIT

Cost – Lean and MeanQuality – Six Sigma, TQMSpeed – Real-time, JIT

Smart – Deep InsightAgile – Decisive ActionAligned – Across the Enterprise

Smart – Deep InsightAgile – Decisive ActionAligned – Across the Enterprise

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Why Strive for Management Excellence?

Enterprise Performance Management (EPM) World-class EPM organizations deliver 2.4 times the equity market returns of industry-peer companies1.0

2.40

Peer Group World-Class

Source: CFO Challenges and Opportunities in the Flat world, Hackett Group

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Few Management Systems are ‘Exceptional’

How would you grade the relative maturity of your management information environment in terms of its ability to readily provide relevant analyses, decision making and management reporting information?

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Key EPM Capabilities

EXTERNAL REPORTING

INTEGRATED BUSINESS PLANNING

PROFITABILITY & COST MANAGEMENT

SCORECARDING, MONITORING & ANALYSIS

FINANCIAL & MGMT REPORTING

OLAP, DATA WAREHOUSE, DATA MINING

DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

STRATEGIC & PREDICTIVE MODELING

BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING

World Class Close / Flex Reporting

World Class Forecast

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Performance Management Topology

Planning/Forecasting

• Business Unit Planning

• Actual, Plan, Forecast

• Gross Marging Planning

Oracle D/W

OBIEE Apps

Enterprise Data

Warehouse

TransactionSystems

Oracle EBS, Siebel

Non- EBS Transaction Systems

LR Planning & Modeling

• Strategic Planning• Acquisition/Divestiture

Modeling• Treasury Planning

Analytical Reporting

• Analytical Detail/Analysis• OBI Pre-built Content• Ad-hoc queries and

analysis

Profitability Analysis

• Customer Profitability• Product Profitability• Channel Profitability• Segment Profitability

Workspace

MS Office Integration

Search

Alerts

Mobile

Interactive Dashboards

Desktop Gadgets

Reporting and Ad-hoc Analysis

Hyperion Planning

Integrated Oper Planning

Hyperion Planning

Integrated Oper Planning

Hyperion Strategic Finance

Crystal Ball

Hyperion Strategic Finance

Crystal Ball

Hyperion Profitability and Cost ManagementHyperion Profitability and Cost Management

Hyperion EssbaseHyperion Essbase

OBI ServerOBI Server

Master Data Management

• Maintain conforming dimensions across all information systems

• Alternate Hierarchies• Customer Data Management

Master Data Management Tools

Master Data Management Tools

Financial Close Process

• Supports complex reporting requirements -- GAAP, IFRS, SEC, local statutory, Sustainability Reporting (GRI).

• Automated controls with complete audit trail

Hyperion Financial Management

Hyperion Financial Management

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Excellence in Industrial Mfg

Before

• 12+ days to close

• Many analytical technologies

• Complex reporting and forecasting

processes

• Hours to create reports

After

• 8 hours

• Global consolidation across 58

lines of business

• Global forecasting and reporting

solution for 1,000+ users

• Minutes to access information

The world’s leading producer of primary aluminum with $31 billion in revenues with operations in 34 countries and 350 locations. Alcoa has over 97,000 employees.

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