SpearMC Consulting PeopleSoft Solutions

Transcription

1 SpearMC Consulting PeopleSoft Solutions PeopleSoft EPM v9.0 Product Review and Release Highlights g

2 Agenda I. Introduction II. III. IV. EPM v9.0 Release Overview EPM Trends EPMv89tov90Overview v8.9 v9.0 V. EPM v9.0 Enhancements VI. VII. EPM v9.0 Planning and Budgeting EPM v9.0 Global Consolidations VIII. Additional EPM Products and Solutions 2

3 Introduction Who is SpearMC? SpearMC is a full-service ERP consulting and technology services company with offices in San Francisco and Chicago. SpearMC PeopleSoft Solutions focuses only on Financial applications. Founded in 2001 by ex-big 4 professionals with a passion for technology and financial i consulting. PeopleSoft Service Offerings Financial Application Upgrades, Enhancements, Implementations. EPM-Budgets, Consolidations and Enterprise Warehouse. Technical Integration, Workflow, Reporting. Training and On-going Support. PeopleSoft-based Project Management Office Templates. 3

4 EPM v9.0 Release Overview Released in late Summer 2006 Bundles have been consistently released since September 2006 Release Notes, Implementation ti Guide, and HW/SW Reqs now available on Customer Connection v9.0 Enhancement Areas Planning and Budgeting Global Consolidations HCM Warehouse Campus Solutions Warehouse (Higher Education) 4

5 EPM Trends Resurgence of interest in data quality and information access Vendor consolidation is driving interest in larger, more stable vendors Increasing alignment and integration of EPM applications with BI software EPM moving beyond Finance to incorporate the entire enterprise EPM components will evolve to include increasing levels of business domain awareness, both horizontal and vertical Increasingly, gy the proof of EPM capability will depend upon the "out-of-box" integration between operational, planning, and strategic applications, rather than the depth of each separate application area Validation of f"oracle, The Information Company" message Regulatory and Compliance pressures demand better BI/EPM Increasing interest in OLAP in the database Oracle leads with IBM and Microsoft following Cognos reports record revenues based on targeting Oracle/ PeopleSoft customers 5

6 EPM Functional Overview Enterprise Performance Management is a central repository for all reporting and analytics needs across an enterprise EPM supports multiple data sources including Finance, SCM, HR, Campus Solutions, and CRM EPM Foundation provides the tools necessary to gather data from transactional, legacy, and external data sources, stage, store, and enrich that data, and make the information available for analysis Analytic modules include: Planning and Budgeting Scorecard Global Consolidations Activity Based Management 6

7 EPM Functional Overview (Cont d) EPM v8.9/v9.0 Architecture Operational Warehouse Two sections including the OWS and OWE Multidimensional Warehouse Includes the MDW New to v9.0 OBIEE Siebel Analytics Sample Oracle Discoverer Reports Additional Warehouse Solutions Normalized Data Format OBIEE Siebal Analytics Discoverer Reports Denormalized Data Format 7

8 EPM Functional Overview (Cont d) EPM v8.9/v9.0 ETL Process Data is extracted from the source systems, such as FSCM or HCM and loaded into the OWS using delivered Ascential ETL maps Delivered ETL Maps also extract, transform, and load data into the OWE and MDW Ascential Maps contain error validation and referential integrity checks Load Incrementally or Destructively Normalized Data Format OBIEE Siebal Analytics Discoverer Reports Denormalized Data Format 8

9 EPM Functional Overview (Cont d) EPM v8.9/v9.0 ETL Maps Based on scope many ETL delivery strategies are available based on delivered Ascential Datastage 7.5 maps Source to OWS Source to MDW OWS to OWE OWS to MDW OWE to MDW 9

10 EPM v9.0 Key Enhancement Areas Planning and Budgeting Global Consolidations HCM Warehouse Campus Solutions Warehouse 10

11 Release Overview EPM Planning and Budgeting v9.0 Balance Sheet Planning & Cash Flow Analysis Improved Usability and Lower Cost of Ownership Enhanced user security Integrating Workforce Rewards 11

12 Balance Sheet and Cash Flow Analysis Description Starting Balance Budget Period A new Budget Period called Starting Balance added to time hierarchy Drivers Analysis Reports Display either budget period activity or ending balance amounts Enhanced Flexible Formula Functionality Total-to-date Summary-total-to-date Starting balance data 12

13 Balance Sheet and Cash Flow Analysis 13

14 Balance Sheet and Cash Flow Analysis 14

15 Balance Sheet and Cash Flow Analysis 15

16 Balance Sheet and Cash Flow Analysis 16

17 Balance Sheet and Cash Flow Analysis Benefits Extends the Planning solution Provides for storing Starting Balance data and making that information available for a variety of new solutions Integrated modeling Flexible formula enhancements including modeling Starting Budget Period, Period-to-date and Life-to-Date functions Analysis of Balance Sheet activity Create P&B models to see impacts to Balance Sheet Budget Period Activity, sources and uses of Cash 17

18 Balance Sheet and Cash Flow Analysis Setup 18

19 Improved Usability and Lower Cost of Ownership Data Entry Grid Freeze Panes Fewer clicks Contextual data Enhancements to the Spreadsheet Add-in Multi-user enhancements Notes Deployment Copy Flexible formulas within a P&B model across Scenarios 19

20 Improved Usability and Lower Cost of Ownership 20

21 Improved Usability and Lower Cost of Ownership 21

22 Improved Usability and Lower Cost of Ownership Benefits Improve usability See data in context of dimensions and other relevant fields Less formula maintenance Reduce end-user training Less pages, view more Budget Periods in single page Less opportunity for user error Increase end user acceptance Familiar Excel environment Easy for IT to deploy 22

23 Improved Usability and Lower Cost of Ownership Setup 23

24 Enhanced User Security Security on Additional Dimensions Secondary Security Groups Read-only access to selected dimension members Leverage Enterprise Warehouse Security 24

25 Secondary Security Groups 25

26 Read Only Access 26

27 Enhanced User Security 27

28 Integrating Workforce Rewards Position Budgeting in Planning & Budgeting can now have multiple sources Human Capital Management (HCM) Workforce Rewards (WFR) Previous Position Budget Integration leverages the existing HCM interfaces already used by Position Budgeting 28

29 Integrating Workforce Rewards 29

30 Integrating Workforce Rewards (Cont.) WFR Data that integrates with Position Budgeting Headcount / Full-Time Equivalent (FTE) Employee Information Name; emplid; empl status; Business Unit; job; job code; location; full-part time; standard hours, etc. Salary Information: Annual Salary; compensation/earnings ID; pay frequency; amount; currency code Benefits Information: Benefits Plan type; employer amount NOTE: Tax information will be calculated in Position Budgeting 30

31 Integrating Workforce Rewards Benefits Perform detailed Position Budgeting on a proposed workforce Not limited to Budgeting to existing Positions / employees What-if scenarios, strategic alignment Compare current to proposed workforce Increase Number of what-if scenarios Possible outcomes for comparison Improve Strategic Alignment 31

32 Integrating Workforce Rewards Setup 32

33 Summary

34 EPM Planning & Budgeting v9.0 Summary P&B v9.0 builds on the configurability and flexibility introduced in Release v8.9 with: More budgeting methodologies: Balance Sheet driven Budgeting Processes Workforce driven Budgeting Processes Superior Ownership Experience End User interaction Greater buy-in, less training, easier to use IT deployment Spreadsheet Add-in Coordinator, model maintenance Leverage EW security, copy formulas Extended data privacy 34

35 Release Overview - v9.0 Expanded Audit and Compliance Seamless Integration with General Ledger One-click drill down from Consolidation Audit to General Ledger Inquiry Transform Chart Of Accounts from corporate to local values when publishing consolidation entries back to General Ledger Improved Visibility into the Organizational Structure Ownership Inquiry provides complete listing of a parent s subsidiaries Both direct and indirect ownership is exposed, including a complete lineage of indirectly owned subsidiaries More Reporting and Control Options Improved online inquiries and SQR s New sample nvision report Integration with Oracle Discoverer New diagnostics for Internal Controls Enforcer 35

36 Drill Down to PeopleSoft General Ledger Description Global Consolidation users now have the ability to drill to PeopleSoft General Ledger which provides enhanced visibility into source ledger balances. 36

37 Drill Down to PeopleSoft General Ledger Benefits Seamless integration with PeopleSoft GL Ledger Inquiry Increased visibility into source balances originating from PeopleSoft General Ledger 37

38 Drill to GL Setup Each source system has its own definition Driill to GL uses Single Signon 38

39 Drill to GL Consolidation Audit Once you have drilled to the Source Ledger amounts in the Consolidation Audit click the Drill to GL link to go to the GL Ledger Inquiry 39

40 Drill to GL GL Ledger Inquiry A new window is opened for the GL Ledger Inquiry Just click search to continue all of the criteria is pre-populated from the Consolidation Audit 40

41 Reverse Mapping for Journal Publish Description Global Consolidations provides the ability to reverse map the chart of accounts or any dimension to its original source for journal publishing. 41

42 Reverse Mapping for Journal Publish Benefits Journal publish in the original chart of accounts and/or dimensions. 42

43 Journal Publish Rule Integrated with DataMapper 43

44 Data Mapper Group Rule sets by business unit 44

45 Increased Visibility into Organization Structure

46 Increased Visibility into Organization Structure Description Global Consolidations provides a listing of an organization s subsidiaries via a new ownership inquiry. The inquiry displays the ownership percentages of a parent and its direct and indirect subsidiaries. 46

47 Increased Visibility into Organization Structure Benefits Increased visibility into the organization structure for both direct and indirect ownership percentages. 47

48 Setup and Process

49 Ownership Rule Setup Ownership percentages established by subsidiary. Same as in release v

50 Running the Ownership Inquiry Preparation 50

51 Ownership Inquiry Parameters 51

52 Ownership Inquiry - Summary Inquiry shows all subsidiaries for a parent; use tree to change parent Link to Ownership Rule Link to Ownership Detail 52

53 Ownership Inquiry - Details Each sequence is a different path from World to Mexico 53

54 Additional Financial Reporting

55 Additional Financial Reporting Description Global Consolidations provides enhanced online and reporting capabilities as well as report samples on different reporting technologies. Enhancements to Variance Inquiry Enhancements to SQR delivered reports Sample Flow Template report through PeopleSoft nvision Sample Trial Balance through Oracle Discoverer 55

56 Additional Financial Reporting Benefits Increased reporting capabilities for reviewing and auditing consolidated amounts. 56

57 Setup and Process

58 Variance Inquiry Parameters Inquiry now supports range of periods Now you can exclude zero value rows You can specify default preferences. 58

59 Default Inquiry Preferences Specify default for frequently used inquiry preferences 59

60 Variance Inquiry From and To Periods 60

61 SQR Reporting Enhancements Enhanced options for report filters 61

62 PeopleSoft nvision Fixed Asset Flow Template Report 62

63 Oracle Discoverer Trial Balance 63

64 Internal Controls Diagnostics

65 Internal Controls Diagnostics Description Global Consolidations provides diagnostic queries on key system controls. Consolidation Model Changes Access to Correction Mode Access to Lock and Unlock periods Ownership Rule Changes Seg of Duties Journal Entry/Approval Seg of Duties Setup/Processing 65

66 Internal Controls Diagnostics Benefits Integration with PeopleSoft Internal Controls Enforcer as well as the ability to monitor changes to system controls. 66

67 Internal Controls Diagnostics Delivered with Enforcer v9.0 Delivered with Consolidations v9.0 67

68 Summary

69 New Features for EPM Global Consolidations v9.0 Summary Drill Down to PeopleSoft General Ledger Reverse Mapping on Journal Publish Improved Visibility into Organization Structure Additional Financial Reporting Internal Controls Diagnostics 69

70 EPM v9.0 Additional Products and Solutions EPM General EPM Foundation EPM Portal Pack Performance Management Warehouse CRM Focus CRM Warehouse Customer Mart Marketing Mart Sales Mart Services Mart Customer Behavioral Modeling Customer Scorecard Financial Focus Activity-Based Management Financials i Warehouse Advanced Cost Accounting Mart ESA Mart General Ledger and Profit Mart Payables Mart Real Estate t Mart Receivables Mart Funds Transfer Pricing Global Consolidations Planning & Budgeting Project Portfolio Management Risk-Weighted Capital Scorecard HCM Focus HCM Warehouse Compensation Mart Learning & Development Mart Recruiting Mart Workforce Profile Mart Workforce Planning Workforce Rewards Workforce Scorecard Operations Focus Supplier Rating System Supply Chain Warehouse Inventory Mart Fulfillment & Billing Mart Manufacturing Mart Procurement Mart Spend Mart Supply Chain Planning Mart Industry Specific Healthcare Scorecard Manufacturing Scorecard 70