EMPOWERING ORGANISATIONS TO EMBRACE CHANGE

Transcription

1 EMPOWERING ORGANISATIONS TO EMBRACE CHANGE Page 1

2 About PEAKepm PEAKepm is a boutique consultancy that delivers Planning, Reporting and Stress Testing solutions in the financial services industry, our solutions utilise the Oracle Hyperion Software. We have pre built solutions that rapidly speed up implementation times for: Organisational wide plans and forecasts. US stress testing (CCAR) collection/consolidation. Our pre built solutions are delivered within a few months with a money back guarantee. We deliver driver based modelling to cater for: Revenue planning. Cost planning. Macroeconomic scenario modelling for stress testing. Page 2 We also deliver cost allocation and reporting solutions. Underpinning our offerings are: Data integration platform dealing with complex data models. Health checks on current solutions Environment management strategies. Infrastructure design. BAU support assistance.

3 Common pain points we hear from our clients Our planning process is drowning in a mountain of spreadsheets There is no single source of truth for both divisional and group planning data There is no transparency on adjustments/overlays made at both a divisional and group level The process is time consuming, manual and highly labour intensive Multiple systems are used for planning creating an uncoordinated process Page 3 There is no process tracking capability and we are unable to get a status overview of the end to end process The plan is out of date by the time it is submitted No standardised organisational planning reporting is available to ensure plans are consistently reviewed We run so many separate processes when there is only one plan We have no quick what-if, driver based planning capability and spend weeks trying to understand the impact of change We do not know the underlying assumptions within the plan and cannot dynamically model scenarios effectively Planning inaccuracies result from our business not sharing common planning drivers and assumptions Our strategic and operational planning processes are not integrated The Planning process does not support management decision making

4 Robust planning platform cures pain points providing tangible benefits Saves time, cost and man hours by systemising manual processes. Enhanced data integrity as common mistakes are eliminated through validations and control checks. A single source of truth for organisational wide planning data. Single process management portal enhancing control over the process. Tangible Benefits More accurate planning data rapidly available for instant review. Page 4 Instant what if driver based planning capability providing advanced analytics and visibility of underlying drivers. Standardised Planning reports ensure consistent views for reporting with transparency over adjustments/overlays.

5 Why use the pre built PeakEPM solutions? Proven model that has been implemented in other major financial services organisations Rapid implementation time of around 18 weeks* including chart of accounts and data migration. Delivered at a fixed price with a money back guarantee Tailored to also be used with existing existing Hyperion Planning based solutions to fix current pain points Provides the foundation for an end-to-end Stress Testing and Operational Driver Based Planning solution Provides an integrated Stress Testing and Planning platform Can be integrated into any systems Infrastructure Page 5 * Infrastructure Depending

6 Working with PEAKepm Global experience Fast implementation Credible We have a team of core experts that have delivered solutions at multiple large scale banks in the USA, UK and Singapore. Our delivery templates provide an industry standard approach that rapidly reduces implementation time. The templates can be used as the facilitator for detailed design and build discussions. Our senior resources are amongst the very few that have delivered complex end to end solutions incorporating driver based modelling within the banking industry. Versatile We have extensive experience in setting up BAU offshore operations including location, compensation and skill set strategies. We also offer a managed service outsourcing model. We have a strategic alliance with Oracle and are their preferred implementation partner for the FS industry. Current Clients We are currently delivering both CCAR and planning solutions at major banks in the UK, Switzerland, USA and Singapore. Page 6. We adopt an agile build methodology which is essential for successful delivery within the banking industry. Knowledge Transfer

7 What are we up to currently? Major Swiss Bank We are: Delivering the CCAR projections, collections workstream in New York. Building capital planning modelling capability for group planning & analysis. Building a global planning solution utilising the pre built PeakEPM solution. Major UK/Singapore Bank We are delivering a global roll out of a single bank planning solution utilising the pre built PeakEPM solution. We have developed a solution in partnership with Oracle for global planning and stress testing comprised of: Pre Built projections, collections and consolidation platform. Approach to banking book driver based modelling with pre built prototypes. Pre built banking planning solution with data integration capability. Page 7 And of course we continue to develop and enhance our delivery accelerators.

8 Contact PEAKepm Got a question?... Enquiries enquiries@peakepm.com Our Offices: London (UK) Chesterfield (UK) Peak Indicators EPM Ltd The Euston Office 40 Melton Place London NW1 2FD England Peak Indicators EPM Ltd Tapton Park Innovation Centre, Brimington Road, Tapton, Chesterfield, Derbyshire S41 OTZ England +44 (0) (0) Page 8