Published on January 20, 2014
How to Effectively Plan and Forecast the Workforce using Hyperion Workforce Planning April 4, 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) Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 2
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. 3
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 4
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 5 • 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
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. 6 Business Intelligence •Oracle Business Intelligence Enterprise Edition (OBIEE) •BI Foundation Suite (BIFS) •Oracle BI Applications •Oracle Database Relationship Management (DRM) •Mobile Delivery
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. 7
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. 8
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. 9
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 10
Workforce Budgeting Tool Today Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 11
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. 12
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. 13
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. 14
How are Organizations Achieving Workforce Budgeting Accuracy, Predictability and Accountability Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 15
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. 16
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. 17
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. 18
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. 19
Hyperion Workforce Planning A Closer Look Detailed Workforce Planning Workforce Planning Flexibility Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 20
Hyperion Workforce Planning A Closer Look Data Entry Over the Web or Excel – Controlled and Flexible Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 21
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. 22
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. 23
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 firstname.lastname@example.org or 312216-4911. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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.
Workforce Planning Program •Next Steps For more information regarding Hyperion Workforce Planning please contact Erica Archer @ email@example.com or 312-216-4911. •Questions and Answers Emtec, Inc. Proprietary & Confidential. All rights reserved 2013. 26
THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com
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