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This presentation flows through the strategic planning process to operational budgeting and forecasting. Mija demonstrates how the solution plugs right into the Oracle EPM framework allowing users to share reports, analysis and dashboards across the enterprise as well as integrate results with other business processes.
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UK Oracle Users Group
Integrating Strategic Planning Targets with Operational Budgeting
and Forecasting
Presentation Time: 16:25 - 17:25
June 14, 2011
Mija Deering
Principal Solutions Mgr
Michael Killeen
Vice President
Agenda
• About Ranzal
• Why Need for Enterprise Planning?
• Alignment and Integration
• Product Demonstration
Slide 2
• Q&A
About Ranzal
� Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for 700+ companies (1,000+ projects)
� Oracle Platinum Partner - Highest Status
� Hyperion “Americas Reseller” & “Partner of the Year” › 1999, 2005 & 2007
Slide 3
� Certified EPM Consultants & Instructors
� Vertical Expertise with High-Profile Clients
� Sound Project Methodology Ensures Project Success› Support Business Applications from start to finish
� One of the Largest Hyperion Practices
Typical Approach to Strat Plan Development
+ Acquisitions
Baseline Budget/Forecast
+ Initiatives
+ New Projects
Corporate Development
FP&A Group
CFO Office
Slide 4
+ Capital Structure Assumptions
+ Debt Detail, Dividends
Strategic Plan
+ Acquisitions
- Divestitures
Treasury Dept
Corporate Development
• Long Term View Essential for Better Decision Making
• Better Management of Costs
• Improved Methods of Measuring Performance
• Identifying and Reducing Risk
Why Need for Enterprise Planning
LRP
Slide 5
• Identifying and Reducing Risk
• Streamlining consolidation and improving compliance
Reporting &
Analysis
Budget / Forecast
How do I to get there?
Oracle Enterprise Performance Management
Slide 6
Hyperion Strategic Finance (HSF)
Integrated
Consolidation of Regions and Segments
Modeling by Business Unit, Region or Segment
Forecasting
Scenarios Analysis
What-If Analysis
Evaluating Macro Drivers
Long-Term
Planning
Ad-hoc
Scenarios
Slide 7
Integrated
Solution
Joint Ventures and New Projects
Mergers & Acquisitions
Divesting Unprofitable Stores and BU’s
Funding Requirements for NSO Growth
Debt and Covenant Analysis
Impact on Credit Rating
Corporate
Development
Funding
Analysis
Hyperion Planning (HP)
� Various Plan Types
� Workflow and process
management
� Task Lists / Validation
� Approval Process
� Supporting Detail
Slide 8
� Supporting Detail
� Textual Information
� Interactive / Flexible
Modeling
� Intuitive interface
� Web Based
� Excel
Oracle’s Enterprise Planning Advantage
Slide 9
Set Strategic Plan at the Appropriate Level
Slide 10
Seed Budgets With Strategic Targets
Slide 11
Allocate Targets to Budget Level of Detail
Slide 12
Allocate Expense Targets
….
Slide 13
Oracle’s Enterprise Planning Advantage
Slide 14
Reporting Options
Web Form Financial ReportingDashboards MS OfficeExcel
Workspace
Slide 15
Reporting & Analysis
Product Demonstration
Slide 16
Product Demonstration
Advantages of Integrated Solution
Top Down -Strategic Planning
Targets & Initiatives
HSF
• Alignment within Organization
• Increased Transparency / Visibility
• Improved communication of
organizational goals/strategies &
action plans
• Visibility to Assumptions
Slide 17
Bottoms Up -Operational
Budgeting and Forecasting
• Visibility to Assumptions
• Improved Workflow
• Agility
• Ability to rapidly react and adopt
to changing requirements
• Faster time to go thru cycles
• Less IT dependence
www.ranzal.com
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