4. Yapı Kredi Bankasi A.Ş. Cuts Budgeting and
Planning Time for Sales Representatives
CUSTOMER PERSPECTIVE
“Thanks to Oracle Hyperion
Planning, we are able to define
budgets and targets for our 840
branches throughout Turkey in a
single month, based on a single
version of up-to-date information. As
a result, our forecasting and analysis
processes have become more
sophisticated.”
Yilmaz Arisoy, former Head of MIS
and Business Planning
COMPANY OVERVIEW
• One of the top four banks in Turkey, offering financial services to
6 million customers in 840 branches throughout the country
• Industry: Financial Services
• Employees: 16,000
• Revenue: US$4 billion
CHALLENGES/OPPORTUNITIES
• Reduce the effort required to calculate sales targets and
budgets for the company’s 4,000 sales representatives and 840
branches by at least 50%
• Provide precise and accurate sales targets on the first day of
each financial year to the company’s sales representatives and
branches
• Create a centralized and automated solution to eliminate any
manual calculations that are prone to errors
• Redeploy staff assigned to manual calculations of sales targets
and budgets to more valuable analytical tasks
SOLUTIONS
• Oracle Hyperion Planning
RESULTS
• Consolidated data into a single,
centralized, and automated system
• Achieved more detailed and precise
budgeting and balancing of targets
• Redeployed several full-time
employees to analytical tasks, such
as balancing targets
September 2010
14. Oracle Hyperion Planning 11.1.2.
Major Enhancements Streamline Planning and Forecasting
• Enhanced Process Management
– Vary workflow by scenario/version
– Pre defined promotional path
– Data driven promotional path
• Composite Form Layout Manager
• Web Form Enhancements
– Conditional formatting and process-based
data validation
– Ad hoc web data entry forms
– Freeze, Sorting and filtering
– Member Selector enhancements
• Better Integration with Microsoft Office
– Excel: Allow Planners to perform Planning
tasks in familiar MS Office environment
• Task Based Workflow
• Traffic Lighting & Data Validation
•Budget Book
20. Ursus Breweries Achieves More Informed
Decision-Making with Reporting Solution
CUSTOMER PERSPECTIVE
“Any company that wants to switch
from time-consuming data input to
value-added planning, improved
analysis, and well-supported
decision-making should deploy
Hyperion Planning.”
Cristina Popovici, Finance
Development Manager
COMPANY OVERVIEW
• Produces a range of respected beers, including Ursus,
Timişoreana, Stejar, and Ciucaş
• breweries in five Romanian cities, and is owned by SAB Miller,
one of the world’s largest brewers
• Industry: Consumer Goods
• Employees: 2,000
• Revenue: US$450.8 million
CHALLENGES/OPPORTUNITIES
• Reduce use of manual processes, such as comparing
spreadsheets, during business planning activities
• Accelerate decision making and gain the ability to react much
faster to changing market conditions
• Strengthen ability to monitor key value drivers and evaluate the
financial impact of specific decisions, such as pricing or
marketing spend for the company’s various brands of beer
• Improve collaboration across Ursus Breweries by standardizing
business planning model rules and ensuring data consistency,
within a flexible and decentralized environment for each
department
SOLUTIONS
• Hyperion Planning
RESULTS
• Reduced reliance on spreadsheets
for reporting and planning, enabling
the planning team to focus on value-
added analyses and interpretations
• Established scenario planning
• Used Hyperion Planning Fusion
Edition’s deep analysis capabilities
to swiftly and accurately model and
compare the financial impact of
specific decisions
• Cut the risk of human error
February 2010