Planning is for Everyone! Innovations in Planning and ... · NeMo (New Mobility), U4B, Pool, ATG § Approximately 24,000 employees IBM Planning Analytics at Uber § Implemented IBM

Planning is for Everyone!Innovations in Planning and Analytics for the Broader Organization

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice and at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract.

The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

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Ronnie RichSenior Offering ManagerIBM Planning Analytics

Performance

Functionality

Ease of use

Planning reinventedIBM Planning Analytics is on a steep innovation curve

FunctionalityPlanning reinventedIBM Planning Analytics is on a steep innovation curve

“IBM Planning Analytics gives me a familiar Excel interface, but with a powerful database underneath that makes it much faster and safer to work with complex financial data.”

– Vickie Briggs, First Bank Texas

“The beauty of IBM Planning Analytics is that it is relatively easy to learn and you don’t need to be an IT expert to build tools with it.”

- Keith Would, London South Bank University

Ease of use


Performance


The speed of IBM Planning Analytics makes a huge difference. Information is effectively available in real-time. As a team, we can be so much more efficient now.”

- Patrick Olsen, American Public Media Group

New innovations What’s new with IBM Planning Analytics Workspace

Wednesday 2:30 - 3:10

Transitioning your planning to the cloud with IBM Planning Analytics

Friday 8:30 - 9:10

IBM Planning Analytics for Excel for the experienced IBM TM1 Perspectives users

Thursday 8:30 - 9:10

IBM TM1 server innovation and performance optimization

Thursday 11:30 - 12:10

Recent• Level set operators• Default sets• Drill down

Analyst recognition

Named a Leader in the Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions

Top Ranked in over 25 key performance indicators (KPIs) in the BARC Planning Survey 18

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Integrating planning across the organization

Finance

ITMarketing

Operations

Sales Workforce

SalesSales Forecasting

Quota PlanningCapacity Planning

FinanceFinancial Planning & Analysis

Strategic PlanningCapital Planning

ITIT Portfolio Planning

Shared Services PlanningProject Planning

HRWorkforce PlanningHeadcount PlanningSalary & Compensation Planning

OperationsDemand PlanningSupply Chain PlanningCapacity & Inventory Planning

MarketingPromotion PlanningRevenue PlanningCampaign Planning

“By 2020, at least 25% of large organizations will increase planning accuracy by integrating key operational planning processes with financial planning and analysis”

Gartner Predicts 2018: SaaS Financial Management Applications Increase Integration, Automation and Sophistication

Financial planning & analysisStrategic planning

Capital planningExpense planning

AllocationsEnterprise scorecards

Profit & loss statementsBalance sheets

Cash flow

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FINANCE

IT

MARKETING

OPERATIONS

SALESWORKFORCE

“IBM Planning Analytics on Cloud unlocks so many new possibilities for our finance team, from rolling forecasts to scenario modeling. We have barely scratched the surface of what we can achieve.”

Alex Houvardas, RAC Insurance

Sales forecastingTerritory planning

Quota planning Capacity planningSales dashboards

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SALES

FINANCEIT

MARKETING

WORKFORCEOPERATIONS

“Today, we have a fully integrated hybrid approach to forecasting—delivering a single solution that serves both our sales and production teams with a three-month and a 24-month view of future sales.”

André Birrenbach, Rotkäppchen-Mumm Sektkellereien

GmbH

Workforce planningHeadcount & staffing

planningSalary & compensation

planning Resource allocations

Training & development

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WORKFORCE

SALESFINANCE

IT

OPERATIONSMARKETING

“Thanks to the greater flexibility in how we deploy our employees, we can now reduce the need to reach out to costly, short-term hires. IBM Planning Analytics provides a single source of the truth showing available resources across GKN Aerospace at the click of a button.”

David Legge, GKN Areospace

Demand planningSupply chain planning

Sales & operations planning

Capacity & inventory planning

Operational KPIsProduct allocations

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OPERATIONS

WORKFORCESALES

FINANCE

MARKETING

IT

“Since adopting IBM Planning Analytics, we have seen a 10 percent increase in forecasting accuracy, which helps us have better conversations with our manufacturing team and respond quickly as demand patterns evolve.”

Connie Walsh,Allen Edmonds

Revenue planningPromotion planningCustomer & product

profitabilityCustomer analysis

Campaign scorecards

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MARKETING

OPERATIONSWORKFORCE

SALES

ITFINANCE

“Through the data-driven decision-making enabled by IBM Planning Analytics, we can design marketing plans that bring more people to stores to buy our products. As a result, we will put our marketing spend to the best possible use for maximum returns.”

Donald Neumann, Grupo Boticário

Portfolio planningShared services

planningProject planning

Resource allocations

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IT

MARKETINGOPERATIONS

WORKFORCE

FINANCESALES

“With IBM Planning Analytics there’s no real limit on what we can model. We see it as a platform for much more than just budgeting and forecasting.”

Patrick Olsen, American Public Media Group

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FINANCE

IT

MARKETING

OPERATIONS

SALESWORKFORCE

ACCELERATION

COLLABORATION

AGILITY

“IBM Planning Analytics will help us update our operational and strategic plans on a monthly basis, instead of quarterly—so we will be able to react much more quickly when market conditions change.”

Alaa Soueif, ARDIC

Customer panel

John MooneyDirector of Financial

Systems Development

Raveen GuptaProject Manager

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About Uber§ Operates in 64 countries & 700+ cities§ Aside from Ridesharing, multiple lines of growing

businesses including but not limited to Eats, Freight, NeMo (New Mobility), U4B, Pool, ATG

§ Approximately 24,000 employees

IBM Planning Analytics at Uber§ Implemented IBM TM1 in 2015§ Primarily used for Management Reporting, Forecasting

& Budgeting§ Currently running IBM Planning Analytics version 2.06§ Using IBM Planning Analytics Workspace and

Perspectives


About Best Buy§ $42B Revenue, 125,000 employees§ Leading provider of technology products, services, and

solutions§ Operations in the U.S, where more than 70 percent of

the population lives within 15 minutes of a Best Buy Store, as well as in Canada and Mexico.

IBM Planning Analytics at Best Buy§ 10 years into our Planning Analytics journey, § Modelling, analysis, logic, and scale capabilities has

transformed enterprise planning across the organization.

§ A dozen interconnected IBM Planning Analytics solutions now facilitate planning and operational needs across finance, merchandising, demand planning, marketing, labor, IT, retail, and international operations for 1,200+ users.

Insert image


Systems Development

Thank you!


Systems Development


IBM Planning Analytics

Acceleration

Agility

Collaboration

Experience our new community

Try IBM Planning Analytics

ibm.com/communities/analytics End of support for TM1 10.2.x September 30, 2019

Sign up for our free 30-day trialibm.com/planning

Next stepsUpgrade to IBM Planning Analytics

How do 51 quintillion cells factor into Ancestry’s FP&A process and subscription revenue model?Thursday 11:30 - 12:10

• Hear from IBM Planning Analytics customers

• Attend hands-on lab sessions

• Visit the IBM Planning Analytics ped

• Engage with IBM experts

• Sign up for an Executive 1:1

• Use the event app to connect with IBM Planning Analytics customers and experts

Evolution of planning and reporting at Uber


Elevate your planningGet the most out of IBM Think 2019

No compromises: Intelligent planning applications at Jabil


Advanced interactive financial dashboardingon IBM Planning Analytics at CBREThursday 5:30 – 6:10

Project lighthouse: Unified financial planning and analysis at Tech Data

Friday 8:30 - 9:10

Data and AI ForumThe event formally known as IBM Analytics University is happening again this fall!

Join us at IBM Data and AI Forum in Miami for the latest information on current offerings, new releases, and the future direction of the IBM Data and AI portfolio.

Visit ibmconference.idg.com/2019/BA

Early bird discount for THINK attendees

Register with code IBMTHINK before March 15th to receive $300 off

Miami, FloridaOctober 21-24, 2019

Thank you

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Notices and disclaimers

28Think 2019 / DOC ID / Month XX, 2019 / © 2019 IBM Corporation

© 2018 International Business Machines Corporation. No part of this document may be reproduced or transmitted in any form without written permission from IBM.

U.S. Government Users Restricted Rights — use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM.

Information in these presentations (including information relating to products that have not yet been announced by IBM) has been reviewed for accuracy as of the date of initial publication and could include unintentional technical or typographical errors. IBM shall have no responsibility to update this information. This document is distributed “as is” without any warranty, either express or implied. In no event, shall IBM be liable for any damage arising from the use of this information, including but not limited to, loss of data, business interruption, loss of profit or loss of opportunity. IBM products and services are warranted per the terms and conditions of the agreements under which they are provided.

IBM products are manufactured from new parts or new and used parts. In some cases, a product may not be new and may have been previously installed. Regardless, our warranty terms apply.”

Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without notice.

Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual performance, cost, savings or other results in other operating environments may vary.

References in this document to IBM products, programs, or services does not imply that IBM intends to make such products, programs or services available in all countries in which IBM operates or does business.

Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not necessarily reflect the views of IBM. All materials and discussions are provided for informational purposes only, and are neither intended to, nor shall constitute legal or other guidance or advice to any individual participant or their specific situation.

It is the customer’s responsibility to insure its own compliance with legal requirements and to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer’s business and any actions the customer may need to take to comply with such laws. IBM does not provide legal advice or represent or warrant that its services or products will ensure that the customer follows any law.

Notices and disclaimerscontinued

29Think 2019 / DOC ID / Month XX, 2019 / © 2019 IBM Corporation

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products about this publication and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products.Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. IBM does not warrant the quality of any third-party products, or the ability of any such third-party products to interoperate with IBM’s products. IBM expressly disclaims all warranties, expressed or implied, including but not limited to, the implied warranties of merchantability and fitness for a purpose.

The provision of the information contained herein is not intended to, and does not, grant any right or license under any IBM patents, copyrights, trademarks or other intellectual property right.

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Planning is for Everyone! Innovations in Planning and ... · NeMo (New Mobility), U4B, Pool, ATG § Approximately 24,000 employees IBM Planning Analytics at Uber § Implemented IBM