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Transcript of See the future first | Architecting a world class enterprise performance management (EPM) solution...
see the future first | www.indigo.co.nz
Architecting a world class enterprise
performance management
(EPM) solution
Sefton ThesingDirector
Indigo NZ Limited
NZOUG Conference 2008 – Ask an Expert
see the future first | www.indigo.co.nz
Introduction
►20 years of consulting in IT, 15 years specialising in management information area►Business intelligence►Data Warehousing►Financial Planning/Consolidation
►Co-founder of Indigo New Zealand►Specialises in Enterprise Performance Management
solutions►Consulting experience across range of technologies►Sale and support Oracle/Hyperion toolset for NZ
see the future first | www.indigo.co.nz
What is Enterprise Performance Management?
► Link strategic goals to operational decisions
► Integrates all management processes
► Deliver consistent, reliable insights to drive action
► Lower costs and reduces system complexity
► Single version of the truth
see the future first | www.indigo.co.nz
Integrates Transaction, Intelligence, Financial Systems
Financial Performance Management
Financials HRSupply Chain ProcurementSales & CRM
Planning & Budgeting
Financial & Statutory Reporting
Metrics & Scorecards
Modeling Financial Management
Business Intelligence
Operational Business
IntelligenceQuery & Analysis
Dashboards Alerts & Workflow
DataIntegration
OLAPData Warehouse
Enterprise/Operational Reporting
EnterprisePerformanceManagement
System
Transactional Systems
see the future first | www.indigo.co.nz 5
The Paradigm shift from multiple reporting to enterprise
Sales & Distribution
Finance
Procurement
Human Resources
Planning &Reporting
Traditional Approach to Reporting Enterprise Performance Management
Planning &Reporting
Planning & Reporting
Planning & Reporting
Sales & Distribution
Finance
Procurement
Human Resources
IntegratedPlanning
& Reporting
see the future first | www.indigo.co.nz
Current Best Practices EPM – The Spreadsheet
► Most common solution for planning, reporting & analysis
► Error-prone► Non-collaborative► Maintenance intensive► Fragile, easy to break► Little centralized control► Poor data integrity—audit trails► Unmanageable consolidation► Lack of security
see the future first | www.indigo.co.nz
Oracle’s Enterprise Performance Management System
EPM Workspace
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML Business
Process
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsFinancial ManagementApplications
see the future first | www.indigo.co.nz
Pervasive Information Access Through a Multi-Channel EPM Workspace
EPM WORKSPACE
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML Business
Process
OLAP
Fusion Middleware
Business Intelligence Foundation
BI ApplicationsFinancial Management
Applications
Web AlertsOffice MobileDesktop Search
see the future first | www.indigo.co.nz9
Financial Management Applications
Master DataBusiness Rules
Metrics/KPIsTargets, Plans & Actuals
Hyperion Strategic Finance
Cost and Profitability ManagementDefine Costing
Methods
Perform Allocations
Report & Analyze Define Cost Drivers
Financial Consolidate & Close Process
Data Cleansing
ConsolidateInternal
Reporting & Analysis
External Reporting & Compliance
Cascade Targets
Allocate Resources
Forecasting Detailed Budgeting
Financial & Operational PlanningSet Strategic Objectives
CorporateDevelopment
TreasuryStrategies
Long-TermPlanning
see the future first | www.indigo.co.nz
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy Financial
ServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
Other Operational & Analytic Sources
Oracle BI Suite Enterprise Edition Plus
Prebuilt adapters:
SalesService &Contact Center
MarketingOrder
Management& Fulfillment
Supply Chain FinancialsHuman
Resources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer & ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Most Comprehensive Suite of BI Applications