How to Effectively Plan and Forecast the Workforce usingHyperion Workforce Planning
April 4, 2013
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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)
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Emtec… ‘Big enough to do the work, small enough to care’
EMTEC THE COMPANYEMTEC 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 WORLDEMTEC 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 SERVICES AT A GLANCEEMTEC 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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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
OFF
ERIN
GS
PRAC
TIC
EFA
CTS
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 Package Application Services (PAS) Cloud Technologies
Application Development &
Management Services (ADMS)
Infrastructure Services
• IT Strategy & Planning
• IT Process Improvement
• IT Performance and Governance
• Information Management: − Big Data− Business Intelligence− Analytics
• Mobility Solutions
• Program and Project Management
• Oracle− Fusion − EBS− PeopleSoft− EPM : Including Hyperion− OBIEE
• Microsoft− AX and GP− BI− CRM
• SAP
• Functional: HCM, FM, SCM
• Cloud Strategy & Planning
• Salesforce.com Solutions− Sales Cloud− Service Cloud− Marketing Cloud− Force.com
• Workday
• Cloud Application Development & Technology
• Private Virtual Cloud
• Cloud Applications
• Portfolio Analysis
• Application Advisory Services
• Product Development
• Custom ApplicationDevelopment & Maintenance
• Package Application: Development, Maintenance & Support
• Mobile solutions
• Quality Assurance & Testing Services
• Managed Services, Capacity Management & Staffing Services
• IT Service Mgmt.
• Data Center
• Business Application Infrastructure
• End User Computing
• Platforms
• 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
• Specialized team of 25 Strategists, Project Managers, Architects, and Consultants
• More than 90% certified • 62 Customers & 112
engagements
• 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 associatesproviding 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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
• 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
•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
FinancialConsolidation
Budget, Planning & Forecasting
EssbaseCustom Applications
Business Intelligence
•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)
•Oracle Business Intelligence Enterprise Edition (OBIEE)•BI Foundation Suite (BIFS)•Oracle BI Applications•Oracle Database Relationship Management (DRM)•Mobile Delivery
The Most EPM Experience = The Right Partner
Hyperion Certified:PlanningHFMEssbase
Reporting and Analysis
Infrastructure Services
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Oracle Performance Management
Master DataBusiness RulesMetrics/KPIsTargets, Plans & Actuals
Strategic PlanningSet Strategic Objectives
CorporateDevelopment
TreasuryStrategies
Long-TermPlanning
Cost and Profitability ManagementDefine Costing Methods
Perform Allocations
Report & AnalyzeDefine Cost Drivers
Financial Close Process
Data Cleansing Consolidate
Internal Reporting & Analysis
External Reporting & Compliance
Cascade Targets
Allocate Resources
ForecastingDetailed Budgeting
Planning and Budgeting
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Oracle Hyperion Enterprise Planning Suite
Capital AssetPlanning
Workforce Planning
Long-Term Financial Planning
FinancialDetail
OperationalDetail
Predictive Modeling & Simulation
Profitabilityand Cost
Management
Planning, Budgeting & Forecasting
Project FinancialPlanning
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Workforce Budgeting Tool Today
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Additional Impact on Workforce Budgeting Accuracy
New Hires
New Hire Costs
Transfers
Leave of absences
Merit Increases
Tax - maximums
Local Taxes
Additional Salary Components
Bonuses
Commissions
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Attrition
Temporary Employees
Hourly vs Salary
Union Employees
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
How are Organizations Achieving Workforce Budgeting Accuracy, Predictability and Accountability
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningImprove Headcount, Salary and Compensation Planning
Packaged solution forquick implementations
Plan salary and othercompensation at anylevel
Add, edit and delete employees andnew hires
Pre-defined or customcalculations for taxes, etc.
Integrates actuals from HR systems
Test scenarios in real-time for impact analysis
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningA Closer Look
Prebuilt Functionality to Speed Implementation
Workforce PlanningAccounts• Employee Properties
• CompensationAssumptions
• Assumption InputsPrebuilt and Custom• Health Rate Plans• Merit Rates• Bonus Rates • Ave Salary by
Pay Grade
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningA Closer Look
Prebuilt Functionality to Speed Implementation
Workforce PlanningEmployee Dimension
• Existing EmployeesFrom HR System
• Ability to account forNew Hires
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningA Closer Look
A Simplified, Well Defined Process Across the Enterprise
Workforce Tasklists and Form Instructions
Workforce Instructions
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningA Closer Look
Detailed Workforce Planning
Workforce Planning Flexibility
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningA Closer Look
Data Entry Over the Web or Excel – Controlled and Flexible
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Hyperion Workforce PlanningCustomer 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
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Emtec’s Workforce Planning Program
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½ Day On-Site Workforce Planning Evaluation
Includes: Presentation of Workforce Planning ApplicationMeeting with Workforce Planning Subject Matter Experts to:1) Understand current process2) Determine future state requirements3) 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.
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 & networking1:00 p.m. - 3:00 p.m. (optional) lunch, networking & demos
Register today! http://www.emtecinc.com/events
Questions? Contact Erica Archer at [email protected] or 312-216-4911.
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 DateTuesday, April 9 at 10:45 a.m. - Session #104900, Room 111Stephen 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 ChoicesTuesday, April 9 at 4:30 p.m. - Session #106530, Room 111Jaynie Martin, PeopleSoft HCM Practice Manager, Emtec
Enhance your HRIS user experience via Feature PacksWednesday, April 10 at 8:15 a.m. - Session #106490, Room 106Nicole Braun, PeopleSoft HCM Consultant, Emtec
Lessons Learned from On-Premise Fusion Application InstallationsThursday, April 11 at 11 a.m. - Session #701, Room Mile High Ballroom 3CTodd Siler, Oracle eTech Practice Manager, Emtec
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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Workforce Planning Program
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•Next Steps
For more information regarding Hyperion Workforce Planning please contact Erica Archer @ [email protected] or 312-216-4911.
•Questions and Answers
THANK YOU FOR YOUR TIMEPlease visit us online at www.emtecinc.com