Financial and Operational Performance - PowerPoint Presentation

Slide1

Financial

and Operational Performance

Management Solution Suite

Value

Maturity

Drive efficiency

Deliver foresight

Steer business performance continuously

FOPM Customer Pain Points and Journey

Cumbersome and inflexible budgeting, planning and forecasting

Lack of reliable, timely data and limited insight and foresight into business drivers

Lack of consistent execution, resource optimization and alignment across groups or departments

Disconnected processes and data sources.

No controls or audit.

Manual and slow.

Duplicative and error prone

Lack of timely and reliable data

Lack of understanding of root causes or drivers of success.

Lack of understanding of scenario outcomes

Slow response to change

Resources not optimized

Objectives not understood and/or shared

Poor execution and monitoring

Performance Management Overview

Profitability Modeling & Optimization

Scorecarding

& Strategy Management

Planning

Budgeting & Forecasting

Financial and Operational Performance Management

s

Regulatory, Compliance

& Tax

Tagging & Disclosure

Management

Consolidation

Reporting

& Analysis

Disclosure Management and Financial Close

Report to stakeholders

with speed & confidence – “Efficiency and Accuracy”

Dynamically Align Resources with Opportunity – “Monitoring and Execution”

Finance and LOB

Accounting, Controller, and

External Reporting

Collaboration

Workflow

Mobile

Management and Performance Reporting

AGILITY

FORESIGHT

SPEED

TM1

CDM

BI

CONTROLLER

CDM

Watson Analytics

High Speed

In-Memory

Engine

Secure Hybrid Data Integration

Hi-speed,

In-Memory Engine

BI

ERP

Excel

Flat Files

External Data

Databases

Solution Accelerators

Graduated, Complete Access

Financial Planning

& Forecasting

Expense

Planning

Workforce

Planning

Profitability

Analysis

Supply Chain

Operations Research

Sales Planning &

Forecasting

Capital Expense

Planning

Advanced

Analysis

Planning Workspace

Management

Reporting

Strategy Management

Synchronize objects

from any data source

Collaboration and Pin to share & reuse

Rich interactive workspace

Natural language discovery & manipulation

Planning Analytics Workspace

Best in Breed Planning |

Easy, intuitive, graduated

Organize into multi-tabbed workbooks

Excel connected to Planning Analytics Cloud

Move freely between Planning Analytics workspace and Excel

Planning Analytics Workspace

Robust Excel Integration |

Embrace and Surround Excel

Engage users, drive alignment and execution

Link strategy to execution, finance to front-line decisions…any time, any where

User experience to focus attention on what matters

Model changing business conditions in real time

High participation and greater frequency

Guided business process engagement

Integrated social collaboration

Drive Pervasive Engagement & Alignment

Accelerators and solution catalog help you on your journey

Taking Predictive Analytics to a Personal Level

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Sales

Marketing

Finance

Operations

HR

Campaign scorecards

Promotion plans

Customer and product profitability

Revenue plans

Sales dashboards

Sales forecasts

Incentive compensation

Quota plans

Territories

Sales channels

Enterprise scorecards

Strategic financial plans

Profit and loss

Balance sheets

Cash flow

Workforce KPIs

Headcount plans

Salary and compensation

Staffing plans

Training and development

Operational KPIsStrategy and operations plansCapacity and inventory plansProduct allocationNew products

Strategy and activity-aligned organization

Establish

one comprehensive, analytic strategic performance management platform

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Office of Finance/Business User Ownership

Configuration focus, not “coding intensive”

Intuitive user interface for application set up and maintenanceApplications support FPM Best PracticesLimited technical skills requiredIT support only needed for traditional technical architecture support (backups, upgrades, server maintenance)

Limited Dependence on IT

Lower Implementation Cost and Faster Global Rollout

Drive

efficiency

Deliver

foresight

Dynamically

align and

adapt

IBM Planning Analytics

Fast, easy, flexible and complete

planning and analytics cloud solution

Speed

Agility

Foresight

Start instantly and grow quickly

Get ease of use without complexity

Automate plans, analyses and reports

Quickly align financial plans, corporate objectives, operational tactics and market events

Easily adapt systems to changing business strategies and realities

Make analytics easy for everyone to infer trends, explore drivers, model scenarios and visualize impactLeverage external data to anticipate the future

Cloud workspace

for production

reporting,

analysis

,

and planning

Self-service modelingExcel as window to data

Agility of business structures and relationships

Finance &

operations, strategy

& executionSolution catalog

Predictive

analysis

Internal data,

external data

Structured

data, unstructured data

The FPM Market is Shifting to Cloud

Leverage Cloud to accelerate the journey

Lack of Confidence in Reports “The Problem”

This is

not

the data that we have…why is your data different? And where is the analysis I asked for?

How did this happen…again

No time for analysis….we constantly need to update and validate the data…

Not surprised the data is different…these reports took a week to put together

Rapidly assemble management and performance reports

to drive understanding

Daily / weekly / monthly / quarterly board books and presentations

C-suite and board packages

Performance

reporting

Save 100’s of hours per year

Eliminates errors

Accelerates understanding

Narrative Reporting

Workflow and Approvals

Security

Business

Rules

IBM’s Solution

IBM Cognos BI

A data bridge supporting automated, high speed extraction

Moves proprietary data, metadata and security detail form Oracle “cubes” to an open standard format for loading into TM1 or reporting applicationsSupports Source Oracle Essbase™, Oracle HFM™, and Oracle Hyperion Planning™Delivery into a standard relational database, text format targets or Cognos TM1™Automated and designed for business users

TM1

Any Relational Database

IBM for Enterprise Planning and Analytics

Essbase

Demand (Demantra)

Integrated Operational Planning

Strategic Finance

Capital Planning

Oracle’s Offering Requires Multiple Modules

IBM’s Proposition

IBM Cognos TM1

Total Ownership Experience is Agile, Simpler

Single application for all planning requirements

Simpler to learn and use effectively

Greater agility in adjusting to changing requirements

Performance Blueprints

Strategic financial planning and forecasting

Sales planning and forecasting

Discretionary Capital ExpenditureStrategic Long Range PlanningRisk AnalysisWorkforce Planning

Workforce Planning

Hyperion Planning

Profitability & Cost Mgmt

Customers Enjoy a Cost and Simplicity Advantage

IBM

Cognos

TM1 Customers by Industry

Retail/CPG

Oil/Gas

Utilities

Transportation

Entertainment

Pharmaceuticals

Financial Services

Healthcare

Telecom

Manufacturing