Enterprise Performance Management

John Schweitzer Vice President, Commercial

Management Excellence: The Next Competitive Edge

Competitive
Advantage

Smart
Smart Deep
DeepInsight
Insight
Agile
Agile Decisive
DecisiveAction
Action
Aligned
AlignedAcross
Acrossthe
theEnterprise
Enterprise

MANAGEMENT EXCELLENCE

Cost
CostLean
Leanand
andMean
Mean
Quality
QualitySix
SixSigma,
Sigma,TQM
TQM
Speed
SpeedReal-time,
Real-time,JIT
JIT

OPERATIONAL EXCELLENCE
Time
Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Why Strive for Management Excellence?

2.40

World-class EPM organizations

deliver 2.4 times the equity
market returns of industry-peer
companies

1.0

Peer Group

Enterprise Performance
Management (EPM)

World-Class

Source: CFO Challenges and Opportunities in the Flat world, Hackett Group

Few Management Systems are Exceptional

How would you grade the relative maturity of your management
information environment in terms of its ability to readily provide relevant
analyses, decision making and management reporting information?

Key EPM Capabilities

EXTERNAL REPORTING
STRATEGIC & PREDICTIVE MODELING

World Class Forecast

INTEGRATED BUSINESS PLANNING

PROFITABILITY & COST MANAGEMENT
SCORECARDING, MONITORING & ANALYSIS

World Class Close / Flex Reporting

FINANCIAL & MGMT REPORTING

BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING

OLAP, DATA WAREHOUSE, DATA MINING
DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

Performance Management Topology

Business Unit Planning
Hyperion Planning
Planning
Hyperion
Actual,
Plan, Forecast
Integrated Oper
Oper Planning
Planning
Integrated
Gross Marging
Planning

Maintain conforming
dimensions
across
Master
Dataall
Master
Data
information
systems
Management Tools
Tools
Management
Alternate
Hierarchies
Customer Data Management

Planning/Forecasting

Interactive
Dashboards

Master Data Management

Enterprise Data
Warehouse

Oracle D/W
OBIEE Apps
Oracle EBS, Siebel

Non- EBS
Transaction Systems

Transaction
Systems

Strategic
Planning
Hyperion
Strategic
Hyperion
Strategic
Acquisition/Divestiture
Finance
Finance
Modeling
Crystal
Ball
Treasury
Crystal
Ball
Planning

LR Planning & Modeling

Customer Profitability
Hyperion
Profitability and
and
Hyperion
Product Profitability
Cost Management
Management
Channel
Cost
Profitability
Segment Profitability

MS Office
Integration

Reporting and
Ad-hoc Analysis

Alerts

Profitability Analysis
Supports complex reporting
requirements -- GAAP, IFRS,
Hyperion
Financial
SEC,
local statutory,
Hyperion
Financial
Sustainability
Reporting (GRI).
Management
Management
Automated controls with
complete audit trail

Financial Close Process

Analytical
Hyperion
Essbase
Detail/Analysis
Hyperion
Essbase
OBI Pre-built Content
Ad-hoc queries and
OBI Server
Server
OBI
analysis

Analytical Reporting

Desktop
Gadgets

Search

Mobile

Workspace

Excellence in Industrial Mfg

The worlds leading producer of primary aluminum with $31
billion in revenues with operations in 34 countries and 350
locations. Alcoa has over 97,000 employees.

Before

After

12+ days to close

8 hours

Many analytical technologies

Global consolidation across 58

lines of business

Global forecasting and reporting

solution for 1,000+ users

Minutes to access information

Complex reporting and forecasting

processes

Hours to create reports