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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 0
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<Insert Picture Here>
Migliorare la capacità di pianificare,prevedere e
simulare i risultati di business
Milano, 9 Marzo 2010
Nicola Ciapponi, Solution Consultant
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Agenda
• Oracle per Budgeting e Planning
• Il Valore della gestione dei processi di Variabilità e rischio
• Il Caso Lavazza
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Slide 3Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Perchè Oracle per il Budgeting e Planning
Il valore per i nostri clienti
Completezza della copertura dei processi1
2
Gestione di rischio e variabilità nelle previsioni
3 Facilità d’uso per supportare gli utenti
4
Configurazione guidata per implementazioni rapide
Soluzione leader nel mercato EPM5
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Slide 4
Oracle EPM System connette i processi di
Performance Management
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 4
Common Integration & Analysis EngineConsistent Dimensions, Business Rules, Metrics, Data Quality
Common Reporting & Interaction
Strategic Planning
Financial Close
Planning & Forecasting
Profitability Management
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What-if
Analysis
Long-TermPlanning
Treasury
Strategies
Corporate
Development
Seed Budgets with Strategic Targets
UpdateStrategic Planswith Latest Forecasts
PeriodicForecasts
Annual
Budget
Capital
Planning
Workforce
Planning
Planning, Budgeting, Forecasting
Strategic Planning
Oracle EPM System connette i processi di
Performance Management
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Income Statement
Balance Sheet Cashflow
CORE FINANCIAL PLANS
Workforce Planning
CapExPlanning
SPECIALIZED MODULES
Sales Planning
CUSTOM BUILT
Projects Planning
Marketing Planning
ProductionPlanning
Data Warehouses Transactional Systems Performance Management Applications
Una piattaforma per la pianificazione aziendaleGestione integrata dei diversi processi di pianificazione
EPM Workspace (Web) MS Office
Essbase Analytics Engine
Oracle’s Hyperion Planning
Oracle Data Integration
Copyright © 2009, Oracle and / or its affiliates. All rights reserved. 6
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Slide 7Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Perchè Oracle per il Budgeting e Planning
Il valore per i nostri clienti
Completezza della copertura dei processi1
2
Gestione di rischio e variabilità nelle previsioni
3 Facilità d’uso per supportare gli utenti
4
Configurazione guidata per implementazioni rapide
Soluzione leader nel mercato EPM5
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Gestione centralizzata delle data formUn solo wizard per due modalità di fruizione
• Layout
• Contenuti
• Visualizzazione
• Profili di accesso
• Business rules
• Menu Contestuali
Per Budget Managers, non per
Programmatori
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Wizard intuitivo per la progettazione
delle data form
• Drag and drop delle dimensioni
• Regole di validazione
• Preview immediata
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Definizione del processo di approvazione
• Elevata granularità della definizione del processo
• Definizione degli utenti: Owner, Reviewers e notified
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Slide 11Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Perchè Oracle per il Budgeting e Planning
Il valore per i nostri clienti
Completezza della copertura dei processi1
2
Gestione di rischio e variabilità nelle previsioni
3 Facilità d’uso per supportare gli utenti
4
Configurazione guidata per implementazioni rapide
Soluzione leader nel mercato EPM5
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Slide 12Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Alert e task list
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Slide 13Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Accesso immediato alle funzionalità
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Slide 14Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Ad-hoc analisys via data form
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Percorso di approvazione guidato
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Slide 16Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Parità di funzionalità tra web ed Excel
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Slide 17Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Perchè Oracle per il Budgeting e Planning
Il valore per i nostri clienti
Completezza della copertura dei processi1
2
Gestione di rischio e variabilità nelle previsioni
3 Facilità d’uso per supportare gli utenti
4
Configurazione guidata per implementazioni rapide
Soluzione leader nel mercato EPM5
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Migliorare la gestione di rischio ed incertezza
THE OLD WAYGuesswork
THE OLD WAYGuesswork
THE NEW WAY
Quantify risk and uncertainty
THE NEW WAY
Quantify risk and uncertainty
• Full range dei risultati
• Quantificare il rischio di non
raggiungere gli obiettivi
• Stimare la probabilità di uno specifico
risultato
• Identificare i fattori chiave che
impattano i risultati di business
• Stime puntuali
• Quali altri risultati sono possibili?
• Qual’è il rischio di non performare?
• Che probabilità hanno questi risultati?
• Quali sono I fattori che incidono di più?
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Slide 19Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Perchè Oracle per il Budgeting e Planning
Il valore per i nostri clienti
Completezza della copertura dei processi1
2
Gestione di rischio e variabilità nelle previsioni
3 Facilità d’uso per supportare gli utenti
4
Configurazione guidata per implementazioni rapide
Soluzione leader nel mercato EPM5
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MONTHS TO ASSEMBLE BUDGET
Riduzione dei cicli di budget in mesi e
FTE
FTEs TO ASSEMBLE BUDGET
Source: Oracle survey on Oracle Hyperion Strategic Finance & Planning Customers, April 2009
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Hyperion Planning Market Performance
• Hyperion Planning è la soluzione di Financial Planning, Budgeting and
Forecasting leader di mercato con oltre 2000 clienti a fine 2008
• Base clienti variegata, trasversale a molti settori industriali
• Oltre 150 installazioni con più di 1000 utenti
17%
13%
10%
8%6%5%5%
4%
4%
3%
3%3%
3%3%
3% 3% 2% 2% 2% 1%
Professional Services Financial Services
Retail Industrial Manufacturing
High Technology Communications
Life Sciences Consumer Products
Travel & Transportation Healthcare
Media & Entertainment Public Sector
Automotive Utilities
Natural Resources Engineering & Construction
Oil & Gas Education & ResearchHyperion Planning Customer Growth
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...e visto che siamo in un caffè...
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Lavazza was founded in 1895 as a small firm based in Turin, Italy. It has
become an international market leader
• More than 1 billion Euros in net revenue in 2008
• More than 2 million sacks of raw material imported
• More than 3,000 employees
• Worldwide presence in more than 80 countries
• 4 plants in Italy and new plants expected abroad
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Due the great amount of financial and technical resources a strict
monitoring of results is now the Lavazza imperative
Top management needs:
• Monitor the Group results along the value chain
• Reduce the data processing time
• More time spent for business support
• Link strategy with day- by day actions
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Business Unit P&L
1ST Margin
Net result
Procurement ProductionR&D
Logistics
Client
assistance
Marketing
Corporate
Staff IT
Traditionally based on “Commercial Business Unit contribution analysis”,
the firm P&L was represented by a BU view…
Net revenues
COGS
Other operating costs
Commercial costs
Overhead costs
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The new control model is based on “value chain” elements and
the company results are addressed to the specific BU or operation areas
Procurement Production
Factories
Head of Production Office
Logistics BusinessUnits
Coffee Machines Procurement
Division P&L BU P&L Consolidated P&L
Marketing
Innovation and Development (R&D, Client Support, Competitive Intelligence…)
CEO Office, HR, Finance, IT,…
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Accenture Planning Solution
The Lavazza Planning Layer is based on the “Company Value Chain”
Procurement
P&L Simulations
Operational Planning
BUProduction
STD & TP
Logistic Machines Corporate
Lavazza P&L
• 7 BU Planning Applications
• 6 Operations’ Planning Applications
• 1 STD and TP Application
• 2 P&L Simulation Applications
• 2 Operational Planning (1300+ Cost Centers) Application
• 100+ Italian Users
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Summary - Main Benefits
• More timely, accurate and flexible plan:
– Top down process
– Reduction of planning cycle
– Simulation cycles (no “black boxes”, no “surprises”)
• “ Premium” placed on “financial assuredness (“One Truth – One Firm”)
• Business community focus to maximize shareholder confidence and value
• Optimized application architecture
– Full integration of Systems
– Overall cost reduction for maintenance and enhancements
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Slide 31
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 31