Improving Enterprise Performance Management

Len Romano – Regional Director

TopDown Consulting, Inc.

At a Glance Oracle Certified Advantage Partner Over 400 successful customers globally

Differentiators Experts in EPM and BI solutions

Financial Reporting and Close Cycle Planning, Forecasting, and Modeling Operational Reporting and Analysis Scorecards and Dashboards

Proven Project Success Methodology™ Infrastructure and Technical Expertise TopDown Migration Manager™

CreateStrategic Vision

Define ProjectGoals

ImplementSolutions

DevelopClient Expertise

QuantifySuccess

SUCCESS

RECOGNITION

VALUE

ACHIEVEMENT

CONFIDENCE

Defining Enterprise Performance Management

Set of integrated, closed-loop management and analytic processes, supported by technology, that address financial as well as operational activities

Enables businesses to define strategic goals, and then measure and manage performance

Core processes linked to organizational strategy Financial and Operational Planning Consolidation and Reporting Modeling & Analysis Monitoring of KPI’s

EPM VisionExtend Operational Excellence to Management Excellence

Time

CompetitiveAdvantage

OPERATIONAL EXCELLENCE

MANAGEMENT EXCELLENCE

The Balancing Act

Technology Enables Tools

Process How and Why Repeatable / Sustainable

Culture Defines the company Degree of change

BalancedSolution

BalancedSolution

T P

C

Key Drivers for Adopting EPM

Close the gap between strategy and execution

Effective performance measures

Compliance Sarb-Ox / IFRS Not a one-time exercise Penalties

Governance, Risk and Compliance

Communication Align business strategies for all

stakeholders

Competitive advantages Visibility and insight Collaborative

Decision making Respond vs. React

Confidence Collaborative environment Improve quality of information

Ownership Closest to the source

Oracle’s EPM System

BI Applications

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management Applications

EPM WORKSPACE

Web •AlertsOffice MobileDesktop Search

Oracle Performance Management Applications Strategic Products

DOMAIN PRODUCTS

Strategic Planning Hyperion Strategic Finance

Hyperion Performance Scorecard

Oracle Crystal Ball

Planning & Budgeting Hyperion Planning

Hyperion Workforce Planning

Hyperion Capital Asset Planning

Oracle Integrated Operational Planning

Financial Close Management Hyperion Financial Management

Hyperion Financial Data Quality Management

Cost and Profitability Management

Oracle Hyperion Profitability and Cost Management

PeopleSoft Activity Based Management

Oracle EBS Profitability Management

Oracle OFSA

Hyperion Planning at a Glance

Top Down and Bottom up PlanningDriver Based PlanningWorkforce & Capital Asset Planning

Planning

Resource AllocationBudgetary Process ManagementReviews and Approvals

Budgeting

Predictive AnalysisStatistical ForecastingScenario Analysis and Versioning

Forecasting

Plan vs. ActualsException ManagementRoot Cause Analysis and Explanation

Variance Management

Hyperion Financial Management

Global financial consolidation, reporting and analysis

Collects, consolidates & reports financial results in multiple GAAPs & IFRS

Consolidating

Reduce the cost of compliance i.e. Sarbanes-Oxley , electronic filing, & other regulatory requirements

Support disclosure requirements, such as sustainability reporting

Compliance

Complete audit trails10K/Q to general ledger audit trail, providing confidence in the numbers

Auditing

Powerful reporting and analysis tools

Deliver timely results internally and externally

Reporting

Hyperion Workforce Planning

Plan salary and other compensationAdd and delete new hiresIntegration with external HR systems

Planning

Budget for salaries and bonusesPlan projects/salary at any level

Budgeting

Set payroll taxes for states & yearsForecast compensation for hourly

employees

Forecasting

Manage status of existing employeesTransfer employees between depts.

Management

Hyperion Capital Asset Planning

Automates planning of capital assets & capital asset related expenses, such as depreciation, maintenance and insurance

Planning

Built-in functionality includes account structures, calculations, Smart Lists, data forms, dimensions, and menus

Simulating

Assess the impact of your capital expenses on your overall expenses and financial statements

Assessing

Modify existing capital assets with improvements, impairments, and retirements, as well as transfer capital assets from one cost center to another using multiple methods

Management

Hyperion Strategic Finance

Financial modeling identifies financial impact of alternative strategies

Debt Scheduler models cash flow & implications of debt

Modeling

Integrate long-term planning, treasury strategies and corporate development analysis

Planning

Deal Period functionality to simulate mergers and acquisitions

Simulating

Freestyle Reporting for professional-quality reports and graphs

Reporting

Dashboards & Scorecards

Oracle Business Intelligence Enterprise Edition

Financial Reporting

Best Practices in Implementing EPM & BI

Getting Buy-in CXO level to all stakeholders is critical It is important to show the value to all audiences Engage with a partner who has previous experiences and can

present the strategic value of the solution

Showing Business Value It’s NOT just about being able to close your books and report

faster, nor is it just about being able to better plan It IS about being able to gain a competitive business

advantage by modeling “what if” scenarios and being more agile and nimble

It IS about being more dynamic and gaining the ability to to re-forecast on a monthly basis versus having an annual static budget that doesn’t take into account where things are today

Best Practices in Implementing EPM & BI

Reducing the Time to “Go Live” Leverage a partner with specific domain expertise in finance

and reporting and previous experience with implementing Hyperion EPM and BI solutions

Understand Risks, Political and Cultural Impacts Know and understand the potential political and culture issues

in advance so they can be mitigated and eliminate resistance

Implement in Phases Pilot, department rollout, enterprise rollout

Training Ensure each stakeholder is successful by ensuring proper

training from a knowledge expert

Best Practices in Implementing EPM & BI

Documentation Ensure the solution rollout is documented to ease any future

changes to the system

Improving Best Practices Build an EPM or BI Center of Excellence Educate the organization on the value – i.e. how strategic

financial and operational planning, workforce planning, world-class financial close, performance scorecards and dashboards, business intelligence and modeling “what if” scenarios creates a Performance Accountable Organization (PAO)

Choosing a Partner Select a partner that covers the full spectrum of Hyperion

technologies and understands how ERP fits into the picture

Challenges / Issues Objectives Results

Client Success Story

Reporting packages produced directly from transactional systems

Heavy reliance on Excel for consolidation, planning, and reporting

Financial and Planning Models required significant time to update, distribute, and collect data

Company was actively acquiring new schools globally

Need to improve Sarbanes-Oxley compliance & auditability

Lack of financial and KPI analysis and reporting

Define Business RequirementsDesign, Develop, Implement, Test and

Train in support of global Implementation of HFM

Establish data integration strategy to support HFM and Planning

Leverage Best Practices to define world class standardized external reporting toolsets

Establish SOX compliant security processes for system access and change controls

Improve Financial and KPI reporting and analysis utilizing OBIEE Financial Analytic Application

Streamlined and accelerated monthly close process

Established SOX-compliant security processes for system access and change controls

Improved Budget and Forecast processCreated single version of the truth with

tighter Oracle EBS integrationDesigned Dashboards and Data

Warehouse to facilitate flexible & timely reporting of financial & operational data

Improved controls and efficiency by automating manual tasks and increasing user satisfaction

Architected to support future projects

Global Consolidation, Planning, Forecasting, Reporting, and Analysis, including both Financial & Operational DetailHFM, FDM, Planning, Essbase, OBIEE, BI Applications

Apollo Group

Contact Information

Len Romano Regional Director (708) 453-1549 lromano@topdownconsulting.com