Post on 15-Jun-2018
Modern Planning, Budgeting, Reporting & Analytic Solutions in the Cloud
September 2017
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Agenda Introduction
Demonstration
Getting Started
Questions
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About M-Power
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• 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
M-Power is a specialist consulting firm delivering Oracle Hyperion and Oracle Business
Intelligence Cloud Solutions across Australia and Internationally
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Consulting
Services
Strategic
Services
Managed
Services
Knowledge
Services
Workforce Planning &
Analysis
Sales Forecasting &
Analysis
Cash Flow Modelling
Financial Consolidation &
Reporting
Big Data & Predictive Analytics
Planning & Budgeting
Business Intelligence
Better information. Better decisions.
Our Services
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Industry Specific Solutions
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Our Customers
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Our Cloud Customers
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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
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What Companies say to us?
“We need a platform that supports
our growth plans, through rolling
forecasts & KPI reporting”
“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”
“Our budgeting, forecasting and
management reporting
processes are Excel hell”
“We spend 80% of our time
talking about the past and only
20% about the future, we need to
reverse this!”
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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?
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The journey to the Cloud means…
Cheaper
Quicker
Better
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Oracle EPM Cloud
Built on over 15
years of Product
Innovation
Customers in
all industry
sectors
Public Sector, Financial Services,
Higher Ed, Consumer Goods, Natural
Resources, Engineering, Retail,
Professional Services, High Tech
123,000+
End Users Globally – the
fastest growing Planning tool
in the world!
Available and
Supported Globally
24 X 7 X 365
Ranked No. 1 by
Industry Analysts for
the last 9 yearsCustomers to dateNo.1 & largest Planning solution in
the market
2,300+
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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.
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Agenda Introduction
Demonstration
Getting Started
Questions
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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 reporting14
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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
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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”
Retail Zoo
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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
MYOB
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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 take
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
Kelly, Project Manager, Main Roads
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Oracle EPM Portfolio
WEB
SOCIALMOBILE
COMMON MODERN UI COMMON FOUNDATION DATA QUALITY/INTEGRATION SECURE AND SCALABLE STANDARDIZED API’s
EPM FOUNDATION LAYER
HYPERION EPM APPLICATIONS
LOBs
COLLABORATION MARKET PLACE
FINANCIALS WORKFORCE CAPITAL PROJECTS STRAT. MODEL
PLANNING and BUDGETING
DATA SYNC
ANALYTICSDATA VISUALIZATION
ENT. PERF. REPORTING
CONSOLIDATION and CLOSE
TAX PROVISION and REPORTING
ACCOUNT RECONCILIATION
Finance SalesITHRMarketingOperations
PROFITABILITY and COST MGMT
DIMENSION MANAGEMENT
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We have more SAP ERP customers than
Oracle EBS customers
1Our solutions
integrate with any ERP: NetSuite,
MYOB, MS Dynamics, Pronto, Tech One, Ellipse, Epicor, Workday, Salesforce and of
course Excel!
2MYOB is an Oracle
PBCS Customer
3NetSuite are
integrating PBCS into their product
to deliver an integrated end to
end solution
4The product
development team are great, they listen and get
things done, it’s a new world!
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Interesting Facts
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Agenda Introduction
Demonstration
Getting Started
Questions
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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
Xcelerate Your Results
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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.
Fixed Scope Solutions
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Xcelerate Implementation Process
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Together we can win the race!
Event Special Offer
Free Business Insight for all attendees at today’s event
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Business Insight
How do we get
there?
Where do we
want to be?
Where are we
now?
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
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Feedback on the Insight Process
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“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
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Agenda Introduction
Demonstration
Getting Started
Questions