Essbase To Hyperion Planning @ US Foods

Essbase to Hyperion Planning @ US FoodsLen RomanoFebruary 22, 2013

AgendaIntroductionsPlanning Process ChallengesEssbase Architecture & BudgetingHyperion Planning OverviewCustomer Success StoryA View into Hyperion PlanningHow to BeginQuestions ?Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

IntroductionsEmtec – Oracle Platinum Consulting PartnerOracle EPM & ERP (EBS, PeopleSoft) expertiseBusiness Process as well as Technical ExpertiseCover the Entire suite of EPM applicationsExperienced resources with typically 6-10 years of EPM implementationexperienceFull range of implementation and training servicesInfrastructure assistance – installs and upgradesImplementation expertiseTraining execution and developmentLen Romano – Sr EPM Specialist, Emtec20 years of EPM experience13 Years as Solution Consultant & Partner Manager with Hyperion/OracleDeep background in planning and financial business processes and formeradministrator/user of Hyperion products

Emtec’s five practice areas offer focused solutions to helpour clients solve complex business & IT challengesFrom 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 ImprovementOFFERINGS IT Performance andGovernance Information Management: Big Data Business Intelligence Analytics Mobility Solutions Program and ProjectManagementPackage ApplicationServices (PAS)Cloud TechnologiesApplicationDevelopment &Management Services(ADMS)InfrastructureServices 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 AdvisoryServices Data Center Business ApplicationInfrastructure End User Computing Microsoft AX and GP BI CRM Workday Platforms Package Application:Development, Maintenance& Support SAP Functional: HCM, FM, SCM Cloud ApplicationDevelopment& Technology Private Virtual Cloud Cloud Applications Product Development Custom ApplicationDevelopment & Maintenance Mobile solutions Quality Assurance & TestingServicesPRACTICE FACTS Managed Services, CapacityManagement & StaffingServices SWAT team of 45 highlyskilled Strategists, Architectsand Consultants 10 years of experience andmore than 75 projects 180 Specialists, includingProject Managers, Architects,Consultants and Analysts More than 300 ERP & CRMprojects completed Expert team of Big Data,business intelligence andanalytics professionals Specialized team of 25Strategists, Project Managers,Architects, and Consultants More than 90% certified 62 Customers & 112engagements Global workforce of nearly 750associates (approximately 250associates based in NorthAmerica) Provided more than 6.3Mhours of applicationdevelopment andmaintenance services. Special expertise in BusinessAnalysis and Testing (amongother things) More than 100 associatesproviding data center,compute, network and storagerelated services Value Add Reseller providingfull device lifecyclemanagement services formore than 30 years IT Service Mgmt. BU havingsupported more than 70distinct clients

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 theProcess Difficult and Timely to Administer the Process Obsolete Before Completed and Rolled Out Errors have significant impact on organizations

Essbase Architecture & BudgetingSource Data base CubeScenarioVersionCustomerAccountsDepartmentTime PeriodsRegionProductExport Data asNeededSourceApplication

Data Entry-Planning in EssbaseEmtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Customer Success Story – US FoodsEssbase to Hyperion Planning US Foods (formerly US Foodservice)– One of America’s leading foodservice distributors to: Restaurants, Healthcare and Hospitality Facilities, Government Operations and EducationalInstitutions– Offering more than 350,000 national brand products and own highquality private label items ranging from meats to produce to frozenfoods– Based in Rosemont, IL with revenue of 20 Billion, employsapproximately 25,000 associates in more than 60 locations

US Foods Process Evolution Data Flow Prior to Essbase in 2009 Data Flow with Essbase in 2010User FeedbackUser Feedback Users didn’t trust that calculations always worked Links between files break if not careful Very difficult to load to PeopleSoft using ‘navigator‘ Unable to know ‘real’ AOP until PS reports are run Hard to update historic information Very few controls to prevent data corruption Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.9Easy to load data and refresh historical dataAfter workbook redesign, users trusted resultsFewer links that can breakThe real-time reporting was essential and worked greatSingle source of data simplified planningOverall process reduced plan cycle time by 30%

US Foods - Hyperion EssbasePrior StateWhat is Essbase? Oracle Essbase is the market leading onlineanalytical processing (OLAP) server forenterprise performance management (EPM)applications Designed specifically for business users,Oracle Essbase supports forecasting, varianceanalysis, root cause identification, scenarioplanning and what-if modeling for bothcustom and packaged applications It can be tightly integrated with multipledata sources and the information generatedcan be delivered through a wide variety ofreporting options Engineered for scalability, security, and rapidresponse, Oracle Essbase brings advancedanalytics to the business user to enablegreater understanding of the business,alignment of resources and improvedbusiness resultsProcessDocumentationCommon Data/ Data No Documentation on Backend processes Minimal TrainingDocumentation Undefined Security Roles Thorough Documentation onback end and front endProcesses and reevaluation Thorough TrainingDocumentation Integrated Enterprise Securitywith SIMON Various Disparate Sources No Audit Trail Manual Manipulation One Single source of Data Automated Data feeds fromfeeder sources Documented and auditedprocess Memos Spreadsheets Conference Calls One Source and control point Increased detail and customized Archived for future comparison Slow and unreliable Complex & Rigid No IT / Enterprise Support Fast & responsive Less Complex and more Flexible IT / Enterprise Support Separate Non Integrated ordynamic Manual Time Consuming Integrated and dynamic Automated More time efficient N/A Ad Hoc Analysis and Reporting Process improvementOpportunities (Flash, WeeklySales, Productivity Reports)IntegrationGlobalAssumptions /Corp.GuidanceSpeed /FlexibilityFunctionalArea GuidanceOtherApplications“Essbase” State

US Foods – Situation AssessmentCurrent Environment Desired End State PlanningMethodology Budget development Strategic initiative / Business planProcess Annual planning cycle Time-consuming, cumbersome Rolling forecastTools /Enablers Multiple data sources Excel spreadsheets Manual consolidation Single Integrated platform Web-based, “off the shelf” solution

US Foods - Planning StrategyCurrentStateFinancial Planning/ BudgetingIdentify BusinessDriversIntegrate Toolswith CommonData SetRolling ForecastMethodology Budgeting Tools by driver Begin to tie to P&L Tools are inputs Direct link toworkbooksFrequency 3x per year 3x per year 3x per yearProcess Financial plan / budgetdriven Off-grid analysis usedto test sensitivities Focused on reportingversus analytics Disparate tools Difficult to refresh / pulldata Pulling data frommultiple sources Cumbersome analytics Multiple tools (butlinked) More flexibility Common data source 1 tool Defined analytics Excel PeopleSoft Excel PeopleSoft Access Excel PeopleSoft (Essbase) Essbase Hyperion Planning 199x – 2008 2009 2010 2011Planning Year(s) Business driver drivenprocess Planning linked at alllevels

Hyperion Planning – Key CapabilitiesAccelerate the Enterprise Planning Process Centralized systemAlign top-down and bottom-uConsistent assumptionsCommon allocations & calculationsIntegrated Operational Planning toaddress in-depth revenue andmargin planning Purpose-built Capital Assets andWorkforce planning modules forfast deployment Powerful workflow and processmanagement for budgeting andforecasting Leverages Essbase – powerfulreporting and analysis

US Foods - Hyperion Planning BenefitsCurrent StateProcess Work FlowDefined Business DriversMethodology &StandardizationDefined AnalyticsChange ManagementOther ApplicationsHyperion Planning Sequenced planning activities to feed“Essbase” Manual control and status checks Scalable but to hundreds Simultaneous connected planning activities;sales planning, workforce planning &operations planning Automated collaboration and control;progress alerts, budget approval, validation Scalable to thousands of Users Finance Users interpret financial impact ofoperation drivers Multiple spreadsheets Non Financial users enter operational driversand business rules calculate financial impact Single planning solution Refining business drivers, standards andagreeing on methods and approach End user is asked to participate “Pulled” Defined drivers, consistent methodology andstandardized practices End user mush participate “Pushed Various interface for analytics reporting No direct interaction with planning Single Interface for dashboards, interactiveanalysis, financial reports Interaction in Planning system Excel Based and Microsoft Suite baseduser interface No live tutorials, assistance Simplified Web Interface & Integrated MSOffice Step by Step planning Wizard Predefined proven solutions Ad hoc analysis, flexible but nosynchronization Ad hoc Analytics with ability to changeassumptions, perform calculation, analyzeresults and synchronize updates

US Foods - Planning Roadmap - TimelineTiming Proj2 2011 (Aug)Hyperion PlanningRelease 1 Proj1 2012 (May)Hyperion PlanningRelease 2 Proj2 2012 (Aug)Hyperion PlanningRelease 3 AOP 2013 (Oct’12)End State RollingForecastMethodology Top Down & BottomsUp financial plan Planning linked atmajor P&L levels Top Down & BottomsUp Business driverdriven process Planning linked at alllevels Top Down & BottomsUp Business driverdriven process Planning linked at alllevels Top Down & BottomsUp Business driverdriven process Planning linked at alllevelsProcess Multiple tools (butintegrated) More flexibility Common data source Defined analytics Reduced number oftools (but integrated) More flexibility Common data source Defined analytics Reduced number oftools (but integrated) More flexibility Common data source Defined analytics 1 tool multiple modulesfully integratedScope Financial Planning forSupport Office & VP’sof Finance Field P&L, Balance Sheet &Cash flow, WorkforcePlanning Logistic, BuyingIncome, OperationsPlanning Sales Planning,Capital, Buying incomeCatman Planning All

Goals for the Project Design / Build / Implement a Hyperion Financial Planning system which is– Integrates the various US Foods models– Scalable– a provider of Standardization across the organization Provide Finance team a single data repository for forecasts / budgets / actualsP&L data for more visibility into assumptionsStreamline forecasting / budgeting process––––Allow for faster cycle times“Real-time” roll-ups / consolidationsReact to market conditions quickerSystemically link HR data to Financial planning process (Work Force Planning) Move FP&A teams from “data aggregators” to “data analyzers” Eliminate Excel spreadsheet dependencies