How to Effectively Plan and Forecast the Workforce using ... · PDF fileHow to Effectively Plan and Forecast the Workforce using Hyperion Workforce Planning April 4, ... Methods Perform

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)

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

3


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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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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• 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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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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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

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

9


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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Workforce Budgeting Tool Today

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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

12


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


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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How are Organizations Achieving Workforce Budgeting Accuracy, Predictability and Accountability

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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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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

17



Prebuilt Functionality to Speed Implementation

Workforce PlanningEmployee Dimension

• Existing EmployeesFrom HR System

• Ability to account forNew Hires

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A Simplified, Well Defined Process Across the Enterprise

Workforce Tasklists and Form Instructions

Workforce Instructions

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Detailed Workforce Planning

Workforce Planning Flexibility

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Data Entry Over the Web or Excel – Controlled and Flexible

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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’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


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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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

Documents

How to Effectively Plan and Forecast the Workforce using ... · PDF fileHow to Effectively Plan and Forecast the Workforce using Hyperion Workforce Planning April 4, ... Methods Perform