© 2011 HCL – Proprietary & Confidential HCL’s Oracle Practice & Capabilities Cohesive Business Analytics & Optimization (BA&O) Services
Dec 26, 2015
© 2011 HCL – Proprietary & Confidential
HCL’s Oracle Practice & Capabilities
Cohesive Business Analytics & Optimization
(BA&O) Services
2
© 2011 HCL – Proprietary & Confidential
HCL Focus & Results
31COUNTRIES
91,000PEOPLE
$6.2BREVENUE
3-YR CAGR
26%
Telecom, Media & Entertainment
Healthcare & Life
Sciences
Financial Services
Retail & Consumer Products
Mfg & Hi-Tech
Travel & Logistics
Public Sector, Energy & Utilities
54% North America
27% Europe
Asia19%REVENUE BY GEOGRAPHY
Enterprise Application Services-HCLAXON
Custom Application Services
Infrastructure Services
BPO Services
Engineering and R&D Services
Enterprise Transformation Services
SERVICE OFFERINGS
CLIENT INDUSTRY FOCUS
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© 2011 HCL – Proprietary & Confidential
HCL’s Oracle Practice
We are a global team of
thousands of business
and technology experts
ready to help clients
perform and transform
with Oracle solutions.
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© 2011 HCL – Proprietary & Confidential
HCL and Oracle
Long Standing Oracle Partnership
Global Platinum Partner BPO partner Joint development partner
Beta partner Go-to-market partner
Lo
Selected for Fusion Early Adopter program
First Fusion HCM SaaS Co-Existence Go Live
One of the first large Exa deals in the UK
Early Mover in Oracle Technologies
Global Oracle Customer Footprint
Hundreds of customers across Oracle product suite
Successful delivery of large-scale implementations
Award-winning projects
Expanded Oracle Services and Solutions
Integration of business strategy consulting
Focused investment in Oracle-based solutions
More Oracle tools and accelerators
Long Standing Oracle Partnership
“We recognize HCL as an insightful partner who has expertise and ability to consult and deploy Oracle solutions for our clients across the globe.”
Andy Bailey, Senior Vice President, Strategic Alliances, Oracle
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© 2011 HCL – Proprietary & Confidential
What We DoWe are management and technology consultants with significant experience leading major transformation initiatives for organizations. Our services are summarized below.
We provide the project management experience, knowledge of the client’s business, multi-vendor product knowledge, and a philosophy focused on the human side of technology. We understand the technical issues and nuances involved in integrating today's complex systems and business environments
Program and Change Management
We provide our clients with actionable blueprints for designing, developing and migrating to scalable and enterprise-wide technology platforms capable of supporting current and future business initiatives.
Process and Systems Architecture
We provide thought leadership and direction on a variety of complex business issues to drive performance improvement in sales, margin, cost, and asset productivity.Operating Strategy
Business Process Outsourcing
and Managed Services
Infrastructure
Implementation
We help our clients focus on delivering services and products that create value for customers. Through our Business Process Outsourcing (BPO) and Managed Service offerings, your organization has access to flexible, accelerated solutions tailored to the needs of your organization by experienced professionals in industry, world-class processes and technology. As a result, you gain recurring value quickly and dramatically.
We help clients achieve their business goals by advising them in the planning, design, procurement, implementation, integration and management of their technical infrastructures.
We align business best practices, existing applications, and new systems components into real-world solutions that create value. Our knowledge of critical industry initiatives and leverage the HCL technology teams make us a single supplier for design and delivery of multi-vendor solutions.
Technical InfrastructureTransformation
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© 2011 HCL – Proprietary & Confidential
HCL AXON Differentiators
Finance and Technology Experience
Strong Technology Background
Strong Project Management
Low Cost
BusinessCentered
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© 2011 HCL – Proprietary & Confidential
Oracle BA&O Overview
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© 2011 HCL – Proprietary & Confidential
Cohesive Business Analytics & Optimization (BA&O) Services
Benefits-Led Approach
IdentifyBusiness Benefits
Set benefit targets Quantify business case Align goals
EnableBusiness Benefits
Capture early wins Measure progress Keep transformation on track
RealizeBusiness Benefits
Verify benefits delivery Quantify business impact Achieve lasting improvements
Clear path from strategic vision to successful transformation
Solution Road map
Time
Enga
gem
ent
Development
Support
Strategic Partner
Automation
Process Control
Statutory Compliance
Analysis & Decision Making
Corporate Performance Monitoring
Reduced Cycle Time
Process Standardization
Single View ofInformation
Data Consistency
Timely Reporting
Legal Compliance
Vital Strategic Management Info.
Improved Business Performance
Technology Services
Planning &Design
Technology roadmap GAP analysis Solution architecture
Support & Maintenance
Managed / Shared services
Enhancements Process improvements
Implementation & Rollout
Migration & Upgrades
Global rollout System integration Instance consolidation
Platform migration Package migration Version upgrades
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© 2011 HCL – Proprietary & Confidential
HCL AXON’s BA&O Domain Capability
• Expertise in all aspects of Enterprise Performance Management & Analytics
• Accelerators for Industry specific solutions• Planning &
Budgeting for Insurance
• KPI Framework for Healthcare, Banking, CPG and Manufacturing
Strategic Approach & Roadmap
Governance
BI Competency Centre
Big Data
Mobile
Analytics
Quick Returns
Proce
ss
Co
mp
on
en
ts o
f E
PM
-A
Mac
ro C
halle
nges
Performance Management
Reporting & Analytics
Enterprise Information Management
• Exponential growth in data
• Mobile devices becoming the tool of choice of managers
• Business units asking for quick returns and turn around for Business Intelligence
• Transformational BA&O – “A Journey” – from benefits cases to roadmap definitions• Driving organization wide alignment – single version of the truth
• Addressing sustenance
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© 2011 HCL – Proprietary & Confidential
HCL AXON’s BA&O ORACLE PracticePerformance Mgmt.
Broad experience across industries and regions
Complete range of Hyperion products and versions
Business Intelligence
170+ BI consultants(majority Oracle certified )
Diverse engagements around the globe
Broad service offerings
Proven methodologies(iDEA and BIM)
Industry-specific Centers Excellence
180+ Hyperion consultants(majority Oracle certified)
Involved in Beta testing of new Hyperion products
Hyperion Center of Excellence
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© 2011 HCL – Proprietary & Confidential
HCL AXON’s BA&O ORACLE Offshore Model
We have a proven model for using remote teams in the IT thread across the full software development life cycle
Off
sh
ore
De
ve
lop
me
nt
Ce
nte
r
On
site
Select resources f rom of fshore are added to the onsite project team to ensure seamless coordination
HCL of fshore team grouped into sub-teams to logically represent deliverables and work structure
The HCL onsite team coordinates & tracks of fshore work through regular reviews & QA
Redeployment of development staf f for long-term support provides knowledge continuity & process consistency
The HCL of fshore team works as a virtual extension of the project team using project methods, processes & tools
Management documentation & checklists will enable testing & cutover of of fshore deliverables
High LevelDesign
BusinessRequirements
FunctionalSpecs
Technical DevelopmentManagement
Review Code & Test
ConfigurationManagement
ProductionSupport
OnsiteStaff
Communications
Tracking & Control
Planning Design Realization Go-Live
OffshoreStaff
Technical Develop.
Develop Technical Specs
Unit Test QA/QCTesting Support
Ongoing Support
Stabilize
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© 2011 HCL – Proprietary & Confidential
Select Clientele
Consulting Implementation & Development
Upgrade & Migration
Support
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© 2011 HCL – Proprietary & Confidential
Business Proposition
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© 2011 HCL – Proprietary & Confidential
Greater accuracy in financial planning and forecasting
Enhanced operational performance and revenue opportunities
Strengthened compliance and risk management programs
The BI/EPM Opportunity
Consistent, accurate view of information across the enterprise
Stronger and more profitable customer and supplier relationships
Reduced IT costs
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© 2011 HCL – Proprietary & Confidential
HCL Oracle Capability Footprint
Experience Capability
• Over 55 clients across HCM, Financials, SCM & CRM• 7+ PeopleSoft 9.1 upgrades executed
• 650+ specialist PeopleSoft consultants worldwide• Involved in Beta testing with Oracle• More than six 9.1 upgrades
• End-to-end implementation, support & development of home grown CRM applications for the for clients across verticals
• Experienced in Multi-location, Multi-functional, Multi-Technology engagements across the globe
• 500+Specialist Consultants Globally• Reusable components to reduce time to market
• Multi Product & Multi Version expertise• Strong solution focus – IFRS /multi-GAAP
reporting, Essbase integration with Oracle BI
• 180+ Growing Consultant Team• Involved in beta testing of new versions of the
product for Hyperion
• OBIEE 11g leadership [Oracle Case study for success story]
• 170 + growing consultant team
• Oracle SOA focused through niche solutions & expertise in AIA/PIPs. Implementing SOA based integrations using AIA 3.0 and SOA 11g at multiple customers.
• Expertise in entire 11g stack across all products & in AIA 3.0
• Current head count is 200+ with 10 Architects• Global nature of engagements across different verticals
PeopleSoft
Siebel
Hyperion
Oracle BI
Technology
• Multi Version expertise 4.5.X || 5.1• 1st Oracle Partner to take up implementation of 5.1 version
of the Product
• 50+ consulting team• OFSA Center of Excellence: Interaction with Oracle Solution
team, Solution Accelerators and Product LabOFSAA
• Strong expertise around GRC • 25 + Consulting team specializing on GRCGRC
HCL Oracle Capability Footprint
• Strong expertise around ERP [financial, supply chain, procurement &spend ,HR ] and CRM analytics
• Rated high by Analyst community(OVUM etc)
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© 2011 HCL – Proprietary & Confidential
EPM/BI Vertical Solutions – Technical StrategiesLeveraging Oracle EPM/BI Stack
CONSOLIDATION & CLOSE( IFRS, Management )
REVENUE MODELING( Sales & Operation plan Integration
within Financial Planning)
PLANNING & BUDGETING( Financial , Operations Budget )
EXTENDED PERFORMANCE MANAGEMENT( Financial, Profitability, Supply Chain
& Procurement Performance)
Oracle Strategy and Scorecard
Management
Oracle Hyperion Planning, Essbase,
Integrated Operational Planning Demantra Adapters
Oracle Hyperion Strategic Finance
Oracle BI (OBIEE)Financial Analytics
Procurement SCM, HR ,Project
Oracle BICustom models& Dash Boards
Oracle Hyperion Financial
Management & IFRS Adapter, XBRL
Oracle Hyperion Financial Reporting,
Web AnalysisExternal Reporting
Adapter
Strategy MapsMeasures
Balanced Scorecard
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© 2011 HCL – Proprietary & Confidential
HCL Proposition
Architectural Capability
Reference Architecture Consulting Capabilities Data Transformation skills
Implementation Capability
Certified Consultants Solution architecture
Testing Services
Testing services around OFSA, Hyperion and OBIEE
COE Enablement
ECOE establishment Training Services
(Classroom and Web mode)
Solution frameworks/ Accelerators
IPMS framework Tools and Accelerators
Client Specific Induction and
Training HCL Academy Knowledge Management
Joint POC’s
Leveraging HCL ECOE’s Joint Investments Partnership with Oracle
Enterprise Enablement Capabilities
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© 2011 HCL – Proprietary & Confidential
What Makes Us Different?
The A-team, alwaysCollaborate to innovateClient-focused flexibility
In the Right Way for the Client
Business before technologyBenefits ledGoals aligned
Doing the Right Things
Industry insightProven experienceDriven to deliver
The Right People
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© 2011 HCL – Proprietary & Confidential
Case StudiesReal World Case Studies
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© 2011 HCL – Proprietary & Confidential
HCL & Brocade Successes
Brocade StoryHCL’s Role• HCL has worked with Brocade Communications for the past 5
years as the main IT support team(Oracle, Hyperion, etc)
• Most recently in the past 2 years we partnered with Brocade to plan and execute a transformational multi-year Hyperion EPM / BI roadmap
• Develop a multi-year EPM roadmap we included the phased roll-out of DRM, FDM with ERPI, HPCM, IOP/IMP including an upgrade from V9 to V11 for Hyperion Planning, HFM, Essbase with OBIEE 10 g to 11g.
• We also are implementing DRM across their Hyperion applications sourcing metadata from EBS and other Master data sources
Results / Benefits• Developed a long-term EPM & BI Roadmap with milestone
objectives to be implemented
• Upgraded Hyperion platform from v9.3.1 to v11.2.1
• Upgraded hardware platform with better performance for EPM suite
• Improved EPM application applications framework
• Fully utilization of latest Operating System, MS Office, Internet Explorer etc
• Implementation of DRM solution to create consistent use of Masterdata and improve
• Reduce existing IT run rate costs by at least 30%
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© 2011 HCL – Proprietary & Confidential
Brocade EnvironmentSolution Area
Improved PerformanceA
Enhanced FunctionalityB
Solution ScalabilityC
Improved Governance & Maintenance
D
HCL Solutions Details
Adoption of Best PracticesF• Standard input templates• Standardize metadata across applications• Implement application governance and streamline application administration
• We successfully reviewed application configurations during the upgrade and increased performance tremendously on a critical forecasting Essbase application
• Upgrade to correct issues with IE8, Window 7 and other Hyperion V9 limitations
• Enable Smartview, OBIEE 11g and other V11 new features
• Established a EPM and BI foundation for long-term scalability • Enable Finance with the ability to grow the Hyperion environments to meet
business needs
• Established the usage of Lifecycle management (LCM) for application maintenance and migration
• Partnered with Brocade to understand their business processes and implement new business process to streamline reporting and forecasting
• Partnered with Brocade to understand all reporting needs including Financial reporting, Operational reporting and Forecasting
• Started deploying reporting standards across multiple departmentsStandardize Reporting PlatformsE
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© 2011 HCL – Proprietary & Confidential
Brocade HCL Solution Approach
Roadmap:• Conduction workshops with Finance, Accounting, & IT• Constructed a “To-Be” State & Review it with all teams• Finalize and delivered an achievable Long-term Roadmap
Testing:• Tested all upgraded components • Tested all new interfaces, calc scripts, business rules, etc • Successfully conducted 2 weeks of user acceptance testing
Training & Go-Live• Created specialized Brocade V11 training materials• HCL delivery team conducted training for all products upgraded• Enable LCM for Production migration and management• Successfully went live On-time and Under Budget
Product Education:• Conducted several live
demo of the V11 products• Explained what products
are suitable for Brocade • Offered Proof of Concepts
to enable product awareness
Upgrade Analysis:• Cataloged all Hyperion
application components• Reviewed upgrade needs
with new V11 functionality• Prepared for optimization of
applications were possible
Pre
par
e fo
r
Up
gra
de
Pla
nn
ing
&
Str
ateg
yU
pg
rad
eTe
stin
gTr
ain
ing
&
Go
-Liv
e
Develop EPM & BI Roadmap
Increase Knowledge of
V11 functionality
with live demos
Perform Upgrade from V9 to V11
Migration Technical TestingSystem Integration TestingUser Acceptance Testing
TrainingMigration to Production
GO-live
6 weeks
10 weeks
6 weeks
Analyze all application objects for upgrade
8 Weeks
Perform Upgrade:• 4 Essbase applications, • 3 Planning applications• 2 HFM applications• 00+ Business Rules & 60 HAL / Perl Script routines to ODI • Migrated FDM and added additional functionalities• Migrated HFM Extended Analytics process
3 weeks
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© 2011 HCL – Proprietary & Confidential
HCL – Lloyd’s Bank
Client OverviewA Large Banking group required a Datamart solution for its Divestment Program mandated by Statutory authorities. The Datamart solution was designed using the Hyperion suite of Products – FDQM, Essbase and HFM – to produce Financial Information from the existing Accounting systems (SAP) to satisfy the Disinvestment program of the Banking Group.
Challenges / Opportunities
• To develop the Datamart solution end-to-end (Requirement-Design- Build-Test) within a time frame of 4 months as mandated by Statutory authorities
• Quality of the solution to be high as it is subject to a third-party Due Diligence
• Complexity in getting large volumes of data reconciled between Hyperion and the legacy accounting system.
• About 4000 plus entities for which data load, Allocation and Consolidation is done
Implemented SolutionTo provide an end-to-end Datamart oriented solution using Hyperion suite of Products in order to support the Disinvestment program of the Bank:• To build an Integrated approach to port the data from the source system into Hyperion
using the ETL tool Hyperion FDQM• To build an extensive allocation engine using Hyperion Essbase to allocate the expenses
from Cost centers to various branches of the Bank using specific Cost Drivers.• To build modules in HFM for supporting requirements like Financial Consolidation, KPI
reporting, Branch selection for Disinvestment Programme and Smart View Reporting of Key Financials
• To perform reconciliation of the financials between the Hyperion system and the source legacy system (SAP)
• Designing new What-if scenarios in HFM to analyze Financials without the impact on the base scenarios
Results• Tool delivers the functionalities to perform all necessary Allocations, Aggregations,
Calculations and Reconciliations in a seamless integrated process (without Human Intervention) which are custom-built to support the Divestment program of the Bank.
• Enable finance users to spend time more productively toward s financial analysis rather than the mundane task of data collection and collation.
Client Reference? YES
Date Services Delivered
Vertical Financial Services
Oracle EPM Products Hyperion Financial Management 11.1.1.3, Hyperion BI+Workspace 11.1.1.3, Hyperion SmartView 11.1.1.3, Hyperion Shared services 11.1.1.3, Hyperion Financial Data Quality Management 11.1.1.3 and Hyperion Essbase 9.3.0
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© 2011 HCL – Proprietary & Confidential
HCL - Royal Bank of Scotland
Client OverviewThe Royal Bank of Scotland plc is one of the retail banking subsidiaries of the Royal Bank of Scotland Group plc, and together with NatWest and Ulster Bank, provides branch banking facilities throughout the British Isles. Royal Bank of Scotland has around 700 branches, mainly in Scotland though there are branches in many larger towns and cities throughout England and Wales.
Challenges / OpportunitiesA major component of this programme is the implementation of a new Group
Consolidation and Reporting solution, initially to deliver Statutory and Regulatory reporting to the RBS Group and its principal reporting sub-groups.
The Group Consolidation & Reporting project forms the initial Transition State delivery of the FiRST programme. The scope of this project covers the delivery of a new Group Consolidation & Reporting platform to replace the existing Hyperion Enterprise and other excel based consolidation
Implemented Solution• Innovative approach for Historical Data Migration – Historical migrated to a separate
HFM application and routed further to Essbase using Essbase Analytic Link (EAL) and Transparent Partition Cubes in Essbase
• HFM Consolidated Financials flows into Essbase using EAL and Reporting Solution from a Single source of Truth – Essbase Cube
• Handling of Staged and Flat Hierarchy Consolidation with complexities like:• Automated Consolidated Journals involving Minority Interest• Statutory & Regulatory Reporting accomplished by effective design of Custom
dimensions
Results• Alignment of RBS and NV Statutory and Regulatory reporting processes.• Introduced new reporting functionality using Financial Reporting Studio and Smart
View.
HCL’s Contribution• End to End Testing of the Financial Consolidation solution in phases of System Test, Integration
Test, Data Migration Test• Part of Implementation stream of the project along with RBS Technology Services and other
Vendors• Defect Management, Co-ordination with Oracle team and RBS IT team in Hyperion
Infrastructure Management
Client Reference? YES
Date Services Delivered Go Live in October 2011
Vertical Financial Services
Oracle EPM Products Oracle Hyperion V11.1.2:Foundations, Essbase, Financial Management, Reporting and Analysis, Essbase Analytics Link, Analytic Provider Services, Financial Data Quality Management, Oracle Data Integrator, Financial Close Management
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© 2011 HCL – Proprietary & Confidential
HCL- Vodafone Group Services Replacing Cognos with Oracle EPM
Client OverviewVodafone is the world's largest mobile telecommunications company with more than 340 million subscribers (as at June 2010). It operates networks in 31 countries and has partner networks in a further 44 countries.Vodafone Group Services is the company’s corporate services unit, providing Finance, Marketing and Technology services for the whole organisation.
Challenges / Opportunities• Great use of Excel spread sheets, with no “single version of the truth”• Existing financial planning application did not cope with peaks of
utilisation• New ERP (SAP-EVO) not compatible with existing application =>
investment in renewing existing application needed• No integration between P&L, Capex and balance sheet planning; plans
executed in multiple software's• Manual process in loading metadata and planning assumptions
Implemented SolutionImplementation of a new financial planning application using Oracle Hyperion Planning platform, to support bottom-up planning process in VGS, VPC and VOCH.The new application included:
• Integrated P&L, Capex and balance sheet planning• Detailed and long-range planning• Complex driver-based modeling of overheads, based on FTE numbers• Automatic interfaces between SAP-EVO and OHP for metadata and data• Automatic interface between OHP (planning application) and the Group’s financial
consolidation tool
Results• Single application and calculations across VGS, VOCH and VPC – “one version of the
truth”.• Decrease in manual checks through the complete integration between P&L, Capex
and balance sheet planning.• Decrease in duplication of work in keying in information existing in SAP-EVO or in the
planning application.• Decrease of manual work in loading salaries and other assumptions manually in the
planning application.• Decrease of manual work in exporting plans to Group Planning.• More user friendly data input forms and reports.• More robust platform, with better performance during high peaks of utilisation
Client Reference? YES
Date Services Delivered August 2010
Vertical Telecommunications
Oracle EPM Products Oracle Hyperion V1.1.1.3: Planning, Essbase, Web Analysis, Smartview and Informatica
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© 2011 HCL – Proprietary & Confidential
Case StudiesDelivery Solutions
27Benefits-Led Approach
IdentifyBusiness Benefits
Set benefit targets Quantify business case Align goals
EnableBusiness Benefits
Capture early wins Measure progress Keep transformation on track
RealizeBusiness Benefits
Verify benefits delivery Quantify business impact Achieve lasting improvements
Accelerated Value
Clear path from strategic vision to successful transformation
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Our offeringHCL AXON offers a unique 10 to 14 days Strategic Value Assessment that brings all of the above to bear. The 10 to 14 days are broken down into two workstreams: Business Impact and IT Viability.
Let HCL AXON help you define the road ahead by providing a Strategic Value Assessment of your data warehouse, business intelligence, enterprise performance management environments and projects. From new projects to post production realignment; we’ll help answer your questions and address any concerns.
Strategic Value Assessment
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© 2011 HCL – Proprietary & Confidential
Solution Road map
Time
Enga
gem
ent
Development
Support
Strategic Partner
Automation
Process Control
Statutory Compliance
Analysis & Decision Making
Corporate Performance Monitoring
Reduced Cycle Time
Process Standardization
Single View of Information
Data Consistency
Timely Reporting
Legal Compliance
Vital Strategic Management Info.
Improved Business Performance