This webinar will provide insight into how organizations can effectively plan and forecast their business by using Hyperion Planning. Discover how a process focused packaged application can eliminate the burdensome task of creating budgets and plans in a spreadsheet, providing more time for analysis and ultimately improving profitability with enhanced insight and decision making.
Secure your environment with UiPath and CyberArk technologies - Session 1
Using Hyperion Workforce Planning to Effectively Plan & Forecast Your Organization's Workforce
1. How to Effectively Plan and Forecast the Workforce using
Hyperion Workforce Planning
April 4, 2013
2. Agenda
Welcome and Introductions
Oracle EPM and Enterprise Planning
Budgeting and Planning the Workforce Today
What is Needed to Plan & Forecast the Workforce
Hyperion Workforce Planning Introduction and Functionality
Customer Successes and the Common Theme
Questions (and Answers)
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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3. Introductions
Len Romano – Senior EPM Specialist, Emtec
20+ years of EPM experience
13+ Years as Solution Consultant & Partner Manager with
Hyperion/Oracle
Deep background in planning and financial business processes
Former administrator/user of Hyperion products
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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4. Emtec… ‘Big enough to do the work, small enough to care’
EMTEC THE COMPANY
• Serving clients for over 46 years
• 14 locations, including 8 development centers
• Over 1,000 full-time professionals
• Voted One of the Top 100 Places to Work by Cranes
Chicago in 2012
• Our consultants have an average of 14 years of
experience. Nearly 45% have advanced certifications
• 73% of our PMs, Architects & Consultants worked at Tier
1 consultancies in a previous life
• $255M IT Services Provider
• Regularly compete & win against larger IT service
providers
EMTEC AROUND THE WORLD
US Locations
• Radnor, PA (HQ)
• Atlanta, GA
• Chicago, IL
• Dayton, Ohio
• Freemont, CA
• Jacksonville, FL
• Herndon, VA
• Minneapolis, MN
• Springfield, NJ
• St. Louis, MO
Global Offices
• Toronto, Canada
• Ottawa, Canada
• Pune, India
• Bangalore, India
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
EMTEC SERVICES AT A GLANCE
• Emtec has completed more than 1,100 Package Application
engagements, including:
-
200+ Oracle clients with more than 415 engagements
-
206 EPM / Hyperion & OBIEE clients and 323 engagements
-
186 Microsoft Dynamics and more than 255 projects
• Emtec is a premier provider of SaaS and Emerging
technologies consulting, including 51 Salesforce Clients with
more than 75 engagements, Including Sales Cloud, Service
Cloud and Custom Cloud
• Emtec has performed more than 6.3M hours of application
development and maintenance work ranging from Business
Analysis to Product Development
• Emtec has served more than 565 Infrastructure services
clients where we have:
-
Deployed more than 1.85M servers, personal computers, tablets
and mobile devices
-
Installed or provided more than 925 exabytes of storage
(That’s a whole lot…)
-
Triaged more than 30,000 L1 support incidents
-
Implemented service management solutions for more than 125
clients
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5. Emtec’s five practice areas offer focused solutions to help our
clients solve complex business & IT challenges
From up-front strategy & consulting all the way to application, infrastructure & procurement services,
Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.
Consulting Services
• IT Strategy & Planning
• IT Process Improvement
OFFERINGS
• IT Performance and
Governance
• Information Management:
− Big Data
− Business Intelligence
− Analytics
• Mobility Solutions
• Program and Project
Management
Package Application
Services (PAS)
Cloud Technologies
Application
Development &
Management Services
(ADMS)
Infrastructure
Services
• Oracle
− Fusion
− EBS
− PeopleSoft
− EPM : Including Hyperion
− OBIEE
• Cloud Strategy & Planning
• Portfolio Analysis
•
IT Service Mgmt.
• Salesforce.com Solutions
− Sales Cloud
− Service Cloud
− Marketing Cloud
− Force.com
• Application Advisory
Services
•
Data Center
•
Business Application
Infrastructure
•
End User Computing
• Microsoft
− AX and GP
− BI
− CRM
• Workday
•
Platforms
• SAP
• Functional: HCM, FM, SCM
• Cloud Application
Development
& Technology
• Private Virtual Cloud
• Cloud Applications
• Product Development
• Custom Application
Development & Maintenance
• Package Application:
Development, Maintenance
& Support
• Mobile solutions
• Quality Assurance & Testing
Services
PRACTICE FACTS
• Managed Services, Capacity
Management & Staffing
Services
• SWAT team of 45 highly
skilled Strategists, Architects
and Consultants
• 10 years of experience and
more than 75 projects
• 180 Specialists, including
Project Managers, Architects,
Consultants and Analysts
• More than 300 ERP & CRM
projects completed
• Expert team of Big Data,
business intelligence and
analytics professionals
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
• Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
• More than 90% certified
• 62 Customers & 112
engagements
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• Global workforce of nearly 750
associates (approximately 250
associates based in North
America)
• Provided more than 6.3M
hours of application
development and
maintenance services.
• Special expertise in Business
Analysis and Testing (among
other things)
• More than 100 associates
providing data center,
compute, network and storage
related services
• Value Add Reseller providing
full device lifecycle
management services for
more than 30 years
• IT Service Mgmt. BU having
supported more than 70
distinct clients
6. The Most EPM Experience = The Right Partner
•
•
Hyperion Certified:
Planning
HFM
Essbase
•
•
•
One of the premier full-service EPM strategic implementation firms…
Providing value-add Managed Services such as Business Process Assessments,
Product Roadmap Strategies, Technology Evaluations, Staff Augmentation, etc.
A Six Step Implementation Methodology to insure Success:
Analysis, Design & Planning, Build Phase, Test Phase, Roll-Out Phase & Post
Implementation Support & Review
Serving Fortune 1000 companies & large scale, enterprise-wide implementations as
well as Mid-Market organizations
Deep knowledge and expertise with finance business processes and delivering focused
EPM solutions
Reporting and Analysis
Financial
Consolidation
•Design & Implementation
•Financial Management (HFM)
•Financial Reporting & Analysis
•Financial Data Quality Management
(FDQM)
•Disclosure Management
•Financial Close Module
•Financial Account Reconciliation
•HE to HFM Migrations
Budget, Planning &
Forecasting
Essbase
Custom Applications
•Design & Implementation
•Hyperion Planning
•Planning, Budgeting & Forecasting
• Workforce Planning, Project
Financial Planning & Capital Asset
Planning
•Financial Data Quality Management
(FDQM)
•Oracle Data Integration (ODI)
•Design & Implementation
•Specific Application Build
•Profitability Analysis
•Sales and Expense Analysis
•Marketing Analysis
•Customer Analysis
•Other Custom Applications
•Essbase Analytics Link (EAL)
Infrastructure Services
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Business
Intelligence
•Oracle Business Intelligence
Enterprise Edition (OBIEE)
•BI Foundation Suite (BIFS)
•Oracle BI Applications
•Oracle Database Relationship
Management (DRM)
•Mobile Delivery
7. Oracle Performance Management
Strategic Planning
Planning and Budgeting
Set Strategic
Objectives
Cascade Targets
Long-Term
Planning
Treasury
Strategies
Detailed
Budgeting
Forecasting
Corporate
Development
Allocate
Resources
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Financial Close Process
Cost and Profitability Management
Define Costing
Methods
Data
Cleansing
Consolidate
Internal
Reporting &
Analysis
External
Reporting &
Compliance
Define Cost
Drivers
Report & Analyze
Perform
Allocations
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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8. Common Challenges of Planning Processes
Processes Take Too Long / Require Too Many Resources
Processes Are Not Defined and Consistent
Excel Worksheets May Not Be Reliable and are Difficult to Maintain
“Roll Up” or Aggregation of the Budget Difficult to Perform
No Audit Trail (Calculations, Data, Allocations) or Controls/Compliance
Inability of Planners to Get the Necessary Analytical Information Used in
the Process
Difficult and Timely to Administer the Process
Obsolete Before Completed and Rolled Out
Errors have significant impact on organizations
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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9. Oracle Hyperion Planning
Scalable web infrastructure
• Data input-Web or Excel
Low Cost of Administration-End User
Planning Platform
• Enterprise Flexibility
Improved Planning/Forecasting
• Event Based
• Faster Cycles
• Better Accuracy w/more participation
• Ability to Forecast Frequently
Version Control/What-If/Process Management
Essbase-Market Leading and Award Winning Analytical Platform
• Powerful Reporting and Analysis
Still a need for Special-purpose planning modules for fast deployment
•
Workforce Planning/Project Finl Planning/CapEx Planning
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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10. Oracle Hyperion Enterprise Planning Suite
Predictive Modeling & Simulation
Long-Term
Financial
Planning
Workforce
Planning
Capital Asset
Planning
Project Financial
Planning
Profitability
and Cost
Management
Planning, Budgeting & Forecasting
Financial
Detail
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Operational
Detail
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11. Workforce Budgeting Tool Today
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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12. Common Methods Used for Workforce Budgeting Today
For Most Firms, The Largest Line Items in the Budget
Salaries and Benefits in total and add a percentage increase
Break Salaries and Benefits down by department in total and add x %
Develop an Excel formula to calculate taxes-Total or by Dept
Worksheet with Company staff and manually calculate each employee
workforce costs
Salary
Benefits in total
Taxes
Misc
Other Methods- Spreadsheet based or other tools
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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13. Additional Impact on Workforce Budgeting Accuracy
New Hires
Attrition
New Hire Costs
Temporary Employees
Transfers
Hourly vs Salary
Leave of absences
Union Employees
Merit Increases
Tax - maximums
Local Taxes
Additional Salary Components
Bonuses
Commissions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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14. Issues With Current Workforce Processes
Hugh Spreadsheet Maintenance
Manually Intensive Process
Not Detailed
Missed Workforce Costs
Not All Encompassing Process
Workforce Process not Integrated with Primary Planning Process
Overall Difficult Process from an Enterprise wide perspective
Error Prone
Data Integrity Concerns
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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15. How are Organizations Achieving Workforce Budgeting Accuracy,
Predictability and Accountability
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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16. Hyperion Workforce Planning
Improve Headcount, Salary and Compensation Planning
Packaged solution for
quick implementations
Plan salary and other
compensation at any
level
Add, edit and delete
employees and
new hires
Pre-defined or custom
calculations for taxes, etc.
Integrates actuals
from HR systems
Test scenarios in real-time
for impact analysis
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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17. Hyperion Workforce Planning
A Closer Look
Prebuilt Functionality
to Speed Implementation
Workforce Planning
Accounts
• Employee Properties
•
Compensation
Assumptions
•
Assumption Inputs
Prebuilt and Custom
• Health Rate Plans
• Merit Rates
• Bonus Rates
• Ave Salary by
Pay Grade
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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18. Hyperion Workforce Planning
A Closer Look
Prebuilt Functionality
to Speed Implementation
Workforce Planning
Employee Dimension
•
Existing Employees
From HR System
•
Ability to account for
New Hires
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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19. Hyperion Workforce Planning
A Closer Look
A Simplified, Well Defined Process Across the Enterprise
Workforce Tasklists and Form Instructions
Workforce Instructions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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20. Hyperion Workforce Planning
A Closer Look
Detailed Workforce Planning
Workforce Planning Flexibility
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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21. Hyperion Workforce Planning
A Closer Look
Data Entry Over the Web or Excel – Controlled and Flexible
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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22. Hyperion Workforce Planning
Customer Successes and the Common Theme
Be a part of the success and gain the value that the following
have realized:
Jones Lang LaSalle
US Foods
Charter Manufacturing
CDW
A Common Theme
A Unified Enterprise Wide Platform for Workforce Planning
Integration with Hyperion Planning
Detailed Workforce Data that improves Workforce Planning
Accuracy, Predictability and Accountability
Integration with Actual HR System
Reduced Cycle Times and Improved Data Integrity
Greater Insight into Workforce Costs in an Application
Elimination of Spreadsheet based Workforce Budgeting
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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23. Emtec’s Workforce Planning Program
½ Day On-Site Workforce Planning Evaluation
Includes: Presentation of Workforce Planning Application
Meeting with Workforce Planning Subject Matter Experts to:
1) Understand current process
2) Determine future state requirements
3) Agree to timeline for a detailed assessment of Workforce
Process, Data Flow, Current HR System, Workforce
Planning Reporting Requirements and other Workforce
related process information and detail
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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24. 6th Annual
Oracle Hyperion Performance Management & Business Analytics
Networking Event at Medinah Country Club
Attend this exclusive event and you will:
• Learn about the analytic transformations organizations are undertaking by
leveraging unstructured 'big data' to drive business improvement and
decision-making power featuring Rich Clayton, Vice President of
Global Market Development at Oracle
• Hear Oracle Hyperion and PeopleSoft Customer Success Stories
• Learn how to leverage the breadth of the Oracle portfolio via five
educational tracks, featuring experts from Oracle and leading partner,
Emtec.
Wednesday, May 8, 2013 – Medinah Country Club (Chicago)
8:00 a.m. - 1:00 p.m. Breakfast, sessions & networking
1:00 p.m. - 3:00 p.m. (optional) lunch, networking & demos
Register today!
http://www.emtecinc.com/events
Questions? Contact Erica Archer at erica.archer@emtecinc.com or 312216-4911.
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
25. Join Emtec at Collaborate 13!
Attend one of our 4 sessions & stop by booth #871 in the exhibit hall!
From ABRA to Fusion HCM at Wintrust Financial: Fastest Core Fusion HCM
Implementation to Date
Tuesday, April 9 at 10:45 a.m. - Session #104900, Room 111
Stephen Bentz, Project Manager & Fusion Practice Manager, Emtec and Tanja Simono, project
manager at Wintrust Financial on.
Oracle Fusion and PeopleSoft Human Capital Management: A Novice's Guide to Making
the Right Choices
Tuesday, April 9 at 4:30 p.m. - Session #106530, Room 111
Jaynie Martin, PeopleSoft HCM Practice Manager, Emtec
Enhance your HRIS user experience via Feature Packs
Wednesday, April 10 at 8:15 a.m. - Session #106490, Room 106
Nicole Braun, PeopleSoft HCM Consultant, Emtec
Lessons Learned from On-Premise Fusion Application Installations
Thursday, April 11 at 11 a.m. - Session #701, Room Mile High Ballroom 3C
Todd Siler, Oracle eTech Practice Manager, Emtec
To help protect y our priv acy , PowerPoint has block ed automatic download of this picture.
26. Workforce Planning Program
•Next Steps
For more information regarding Hyperion Workforce Planning please contact
Erica Archer @ erica.archer@emtecinc.com or 312-216-4911.
•Questions and Answers
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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27. THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com