Modern Planning, Budgeting, Reporting & Analytic Solutions in the Cloud. September 2017

Transcription

1 Modern Planning, Budgeting, Reporting & Analytic Solutions in the Cloud September 2017

2 Agenda Introduction Demonstration Getting Started Questions 2

3 About M-Power M-Power is a specialist consulting firm delivering Oracle Hyperion and Oracle Business Intelligence Cloud Solutions across Australia and Internationally Established in 2003 with offices and consultants in Melbourne, Adelaide, Brisbane, Perth and Sydney Providing consultancy services in Australia, Africa, Asia, South America, Europe and the US Delivering short term benefits and ensuring long term business improvement for our customers Leading the innovation of Hyperion and Oracle BI Cloud implementations in Australia and New Zealand Recognised by Oracle and customers as industry experts and the number one partner in APAC Oracle EPM Cloud Partner of the Year 2017 in ANZ Oracle BI and EPM Cloud Partner of the Year in Asia Pacific 2015, 2016 & 2017 Oracle Applications Partner of the Year in Asia Pacific 2013 Voted as one of the top 25 Cloud Service Providers in APAC by CIO Magazine 3 3

4 Our Services Better information. Better decisions. Business Intelligence Planning & Budgeting Industry Specific Solutions Big Data & Predictive Analytics Workforce Planning & Analysis Cash Flow Modelling Financial Consolidation & Reporting Sales Forecasting & Analysis Consulting Services Strategic Services Managed Services Knowledge Services 4 4 4

5 Our Customers 5 5

6 Our Cloud Customers 6 6

7 Where are we today? Excel is the primary application for Budgeting and Forecasting MS Office is the most common platform for month end reporting Answering business questions that need analysis and insight takes time and is hard Amazingly not everyone enjoys the budgeting and forecasting process 7

8 What Companies say to us? We spend 80% of our time talking about the past and only 20% about the future, we need to reverse this! We need a platform that supports our growth plans, through rolling forecasts & KPI reporting Our budgeting, forecasting and management reporting processes are Excel hell Our finance team is increasingly tasked with contributing to strategy, as well as meeting an increased demand for operational insights, we can t keep up 8

9 Why are we still here? We don t have time to implement a new solution..we re too busy We re not complicated enough for a proper application Excel is really flexible and we know it Surely it s too expensive, we could never afford a new system We re not sure about the Cloud, will my data stay Australia, will it be secure? 9

10 The journey to the Cloud means Cheaper Quicker Better 10

11 Oracle EPM Cloud Customers in all industry sectors Public Sector, Financial Services, Higher Ed, Consumer Goods, Natural Resources, Engineering, Retail, Professional Services, High Tech 2,300+ Customers to date No.1 & largest Planning solution in the market 123,000+ End Users Globally the fastest growing Planning tool in the world! Available and Supported Globally 24 X 7 X 365 Built on over 15 years of Product Innovation Ranked No. 1 by Industry Analysts for the last 9 years 11

12 Xcelerate Templates Pre-built, industry specific templates so you can chose the solution that fits your business. Developed by M-Power in conjunction with our customers and Oracle, the Xcelerate templates are deployed with PBCS for a simple, cost effective, risk free solution. 12

13 Agenda Introduction Demonstration Getting Started Questions 13

14 Demo Overview Hypothetical company called Vision who sells motor vehicles Vision uses Planning and Budgeting Cloud Service (PBCS) driver based capabilities for its plans and forecasts: Revenue targets are set by product group and spread to detailed product lines. Uses predictive planning capability to project sales volumes Expense planning including Workforce, Capital and Departmental costs Full financial statement preparation Income Statement, Cashflow and Balance Sheet Workflow and approving the budget Vision also uses PBCS for its management reporting requirements, including Dashboards, standard Financial Reporting and ad-hoc reporting 14 14

15 Demo Overview Other aspects we haven t shown but are common deliverables: PBCS supports top down (targets) and bottom up budgeting Multi-currency Alternate hierarchies Data loading can be scheduled, mapping from source to Hyperion Metadata loading new accounts, products, cost centres etc 15 15

16 Retail Zoo Challenges Retail Zoo were using Excel for all forecasting and reporting. Plan at a very low level of detail (daily) which was proving to be difficult in Excel as the organization grew. As they move towards an IPO they required to get their processes and systems in order. Outcomes Single integrated solution covering both budget and forecasting, financial consolidation and month end reporting Integration with SAP for GL and Point of Sales historic store sales data Store based planning of revenue and labour at a daily level Full financials P&L, Balance Sheet and Cashflow Financial consolidation performed in the same solution Extensive management reporting Retail Zoo is a leading food franchiser with a platform of food brands including Boost Juice, Cibo Espresso, Salsas Fresh Mex and Hatch Chicken. Retail Zoo s store footprint is both on a national and international level 16

17 MYOB Challenges Their existing on-premise Hyperion solution was not fit for purpose, performance and stability were an issue. M-Power was initially engaged to stabilise the environment and later recommended a move to the cloud. Outcomes High performing, stable solution in the cloud MYOB staff have been trained to maintain the solution in-house A financial planning application that greatly simplified their current planning process A fully featured workforce planning application A payroll reporting cube that allowed for analytics of actual vs budget down to the individual employee Transactional drill through 17

18 Main Roads Story Challenges Large, complex manual budgeting and forecast processes that were delivered using disparate systems across the whole organisation Outcomes An integrated system to leverage data and support our Oracle e- Business suite, Human Resources, and Contract Management systems. Integration with the Enterprise Project Management System. Budget Management improvements: Structured budget processes and ad hoc transactional updates to the budget. Capturing forecasts against Budget using Projects and GL codes either directly in a new system and/or by integration with another system. "We chose Oracle PBCS as we were struggling to find the time and resources to upgrade or modify existing systems. Oracle Cloud ensures we are always up to date and can quickly tak advantage of new features. Oracle Cloud has given the finance team the ability to respond to ever changing reporting and planning needs quickly with minimal IT involvement. Damien 18 Kelly, Project Manager, Main Roads

19 Oracle EPM Portfolio WEB MOBILE SOCIAL COLLABORATION MARKET PLACE ANALYTICS DATA VISUALIZATION DATA SYNC LOBs Finance Operations Marketing HR IT Sales HYPERION EPM APPLICATIONS FINANCIALS WORKFORCE CAPITAL PROJECTS STRAT. MODEL ACCOUNT RECONCILIATION CONSOLIDATION and CLOSE TAX PROVISION and REPORTING ENT. PERF. REPORTING PROFITABILITY and COST MGMT PLANNING and BUDGETING DIMENSION MANAGEMENT EPM FOUNDATION LAYER COMMON MODERN UI COMMON FOUNDATION DATA QUALITY/INTEGRATION SECURE AND SCALABLE STANDARDIZED API s 19

20 Interesting Facts We have more SAP ERP customers than Oracle EBS customers Our solutions integrate with any ERP: NetSuite, MYOB, MS Dynamics, Pronto, Tech One, Ellipse, Epicor, Workday, Salesforce and of course Excel! MYOB is an Oracle PBCS Customer NetSuite are integrating PBCS into their product to deliver an integrated end to end solution The product development team are great, they listen and get things done, it s a new world! 20

21 Agenda Introduction Demonstration Getting Started Questions 21

22 Xcelerate Your Results Xcelerate Templates provide an industry specific delivery framework with options to extend the content based on the clients requirements, the templates include: Optimised design Pre-built structures, calculations, logic and reports Pre-defined data integration and security models Detailed documentation Training modules Support and maintenance package 22

23 Fixed Scope Solutions We make it easy with a range of fixed scope solutions to suit your needs. Simply pick the Xcelerate Template that suits your business, define the complexity of the scope and we work with you to confirm the timescales, benefits and costs for your project. 23

24 Xcelerate Implementation Process 24

25 Together we can win the race! 25

26 Event Special Offer Free Business Insight for all attendees at today s event

27 Business Insight When you don t know where to start M-Power s Business Insight is the answer. Our Business Insight looks at your current planning, reporting and analytic processes and identifies the gap between leaders and your organisation so you can plan your future. Insight Req Design Build Test Deploy Where are we now? Where do we want to be? How do we get there? 27

28 Feedback on the Insight Process KCGM identified a need to improve our processes in planning, budgeting and forecasting, but as we have some very complex requirements, we required some guidance around how we could implement systems that would improve the integrity of the output, whilst allowing flexibility for user input. The Business Insight provided an opportunity to review our business requirements, and assisted us to develop a plan that would meet these needs into the future. Helen Robinson, Business & Administration Manager, KCGM Due to changes in the organisation over the last few years, our existing planning solution was not meeting the expectations of the business. There was general acceptance that change was required, but there was a lack of clarity surrounding what change, how it should be enacted and what the benefits to the business would be. M-Power s Business Insight provided us with a clear understanding of what we needed, how it would benefit the business and gave us a plan to deliver this. Ed McGough, MIS Manager, RAC 28 28

29 Agenda Introduction Demonstration Getting Started Questions 29

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