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

14

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