see the future first | www.indigo.co.nz

Architecting a world class enterprise

performance management

(EPM) solution

Sefton ThesingDirector

Indigo NZ Limited

NZOUG Conference 2008 – Ask an Expert

see the future first | www.indigo.co.nz

Introduction

►20 years of consulting in IT, 15 years specialising in management information area►Business intelligence►Data Warehousing►Financial Planning/Consolidation

►Co-founder of Indigo New Zealand►Specialises in Enterprise Performance Management

solutions►Consulting experience across range of technologies►Sale and support Oracle/Hyperion toolset for NZ

see the future first | www.indigo.co.nz

What is Enterprise Performance Management?

► Link strategic goals to operational decisions

► Integrates all management processes

► Deliver consistent, reliable insights to drive action

► Lower costs and reduces system complexity

► Single version of the truth

see the future first | www.indigo.co.nz

Integrates Transaction, Intelligence, Financial Systems

Financial Performance Management

Financials HRSupply Chain ProcurementSales & CRM

Planning & Budgeting

Financial & Statutory Reporting

Metrics & Scorecards

Modeling Financial Management

Business Intelligence

Operational Business

IntelligenceQuery & Analysis

Dashboards Alerts & Workflow

DataIntegration

OLAPData Warehouse

Enterprise/Operational Reporting

EnterprisePerformanceManagement

System

Transactional Systems

see the future first | www.indigo.co.nz 5

The Paradigm shift from multiple reporting to enterprise

Sales & Distribution

Finance

Procurement

Human Resources

Planning &Reporting

Traditional Approach to Reporting Enterprise Performance Management

Planning &Reporting

Planning & Reporting

Planning & Reporting

Sales & Distribution

Finance

Procurement

Human Resources

IntegratedPlanning

& Reporting

see the future first | www.indigo.co.nz

Current Best Practices EPM – The Spreadsheet

► Most common solution for planning, reporting & analysis

► Error-prone► Non-collaborative► Maintenance intensive► Fragile, easy to break► Little centralized control► Poor data integrity—audit trails► Unmanageable consolidation► Lack of security

see the future first | www.indigo.co.nz

Oracle’s Enterprise Performance Management System

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML Business

Process

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsFinancial ManagementApplications

see the future first | www.indigo.co.nz

Pervasive Information Access Through a Multi-Channel EPM Workspace

EPM WORKSPACE

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML Business

Process

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsFinancial Management

Applications

Web AlertsOffice MobileDesktop Search

see the future first | www.indigo.co.nz9

Financial Management Applications

Master DataBusiness Rules

Metrics/KPIsTargets, Plans & Actuals

Hyperion Strategic Finance

Cost and Profitability ManagementDefine Costing

Methods

Perform Allocations

Report & Analyze Define Cost Drivers

Financial Consolidate & Close Process

Data Cleansing

ConsolidateInternal

Reporting & Analysis

External Reporting & Compliance

Cascade Targets

Allocate Resources

Forecasting Detailed Budgeting

Financial & Operational PlanningSet Strategic Objectives

CorporateDevelopment

TreasuryStrategies

Long-TermPlanning

see the future first | www.indigo.co.nz

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition Plus

Prebuilt adapters:

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Most Comprehensive Suite of BI Applications