See the future first | Implementing Oracle/Hyperion Financial Planning at Airways New Zealand Kevin...

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

Implementing Oracle/Hyperion Financial Planning at Airways New Zealand

Kevin Grosvenor &

Peter Walters


AGENDA

• Introduction• Indigo New Zealand• Who are Airways New Zealand?• System 9 “Planning”• The Project• Results and Lessons Learnt• Summary• Questions?

► Airways and their Budgeting and Planning project


Indigo New Zealand

• 22 Staff, 17 are specialists in Enterprise Performance Management & BI

• Offices in Auckland and Wellington

• Supply, implementation and support of EPM, BI and DW

• A decade of experience in selling, implementing and supporting

• Work with Oracle Hyperion range

• Operate across all industry and government sectors throughout New Zealand


Who are Airways New Zealand?

Airways New Zealand is one of the worlds' leading providers of commercial Air Navigation Services, responsible for managing all domestic and international air traffic operating within New Zealand's 37 million square kilometres of airspace.

In 2003, and again in 2008, Airways was rated the top Air Navigation Services provider in the world for outstanding performance in customer satisfaction, cost efficiency and continuous improvement, by the International Aviation Transport Association representing 93% of the world's airlines.

“Developed and used in New Zealand by Airways, the Flight-Yield™ system is a sophisticated revenue management

system that automates the complex job of billing aircraft movements.”



• Strengthening and commercialising ANS providers

• Designing, planning, implementing and project managing air navigation systems and associated services

• Training air traffic controllers and air navigation system engineers and technicians

• Providing support services included quality assurance, auditing, flight inspection and equipment maintenance.

► Airways Specialises in;


Oracle Hyperion® System™ 9 Planning™

• Is a centralised, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes.

• It provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models.

• With Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration


► Planning in context




► Advantages


► Stated desired benefits of solution to Airways

• Focus on leading and future oriented indicators• Enhance the relevance and timeliness of forecasts• Obtain greater visibility of business issues and their financial and resource

consequences• Reduce the workload and time to generate forecasts and budgets• Improve collaboration between team members• Improve availability of actual/historical information• Obtain better alignment between performance measures and strategy• Enhance business decision making• Provide a management enterprise reporting tool which enables intuitive

design and use



Hyperion/Oracle Planning V9.3.1

Balance Sheet

Internationa

l

P&L Pay Calc

JD Edwards

Chris 21

► The 3 main modules / cubes



Airways• Sponsor – CFO• Delivery Project Manager• Finance Manager(Client)• Administrator• Management Accountants

Indigo• Project Manager• Solution Architect• 3 Developers• Technical Specialist

► Team Structure

The Project


► The Project Timeline

The Project


• P&L = 8,145 Blocks• Balance Sheet = 28,000 Blocks• Pay Calc = 8,000,000 Blocks

► Some Metrics

The Project

1. Cube Sizes 2. Business Rules• Total Number = 50 +• Member Formulae = 100+

Internationally experienced in over 65 countries


► F1 - Went Live in October 2007 with Pay Calc and P&L

Results and Lessons Learnt

• Aggressive timescales• Complexity of Employee Permutations• Planning 2 years out, pay increments, new employees, Ab

Initio’s• GAAP and EVA Accounting methods• Shorter Budget process than previous years• Process orientated through task lists


1. Went “Live” with International in Feb 20082. 2nd Run for Pay Calc and Profit and Loss

► F2 & Budget


• Significantly shortened process again• Introduction of Cost Drivers• Baseline and Incremental budgeting• No Balance Sheet


► Budget Tasks



► Employee Permutations



► Grade Changes



1. “live” again 29 September 2008

► F1 - 2008


• Performance Tuning enhancements• Rolling Scenarios, Users provided with [living] workspace


1. Preparation time2. Materiality3. Hybrid Teams4. Infrastructure5. Scope6. Wind in Wellington

► Project Lessons



1. Dynamic Forecasting2. Direct Cost Model3. Cost Drivers4. Small Data Mart to link HR data

……..

► The Future ……



Summary

1. Successfully moved Airways to a new Budgeting Tool

2. Supports existing process and provides enhancements

3. Evolutionary development as experiences were built on during the process

4. Does however provide real benefits to Airways


Any Questions?

See the future first | Implementing Oracle/Hyperion Financial Planning at Airways New Zealand Kevin...

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