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How to Effectively Plan and Forecast the Workforce using
Hyperion Workforce Planning
April 4, 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)
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Emtec… ‘Big enough to do the work, small enough to care’
EMTEC 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 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, Inc. Proprietary & Confidential. All rights reserved 2013.
EMTEC 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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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
• IT Strategy & Planning
• IT Process Improvement
OFFERINGS
• IT Performance and
Governance
• Information Management:
− Big Data
− Business Intelligence
− Analytics
• Mobility Solutions
• Program and Project
Management
Package Application
Services (PAS)
Cloud Technologies
Application
Development &
Management Services
(ADMS)
Infrastructure
Services
• 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 Advisory
Services
•
Data Center
•
Business Application
Infrastructure
•
End User Computing
• Microsoft
− AX and GP
− BI
− CRM
• Workday
•
Platforms
• SAP
• Functional: HCM, FM, SCM
• Cloud Application
Development
& Technology
• Private Virtual Cloud
• Cloud Applications
• Product Development
• Custom Application
Development & Maintenance
• Package Application:
Development, Maintenance
& Support
• Mobile solutions
• Quality Assurance & Testing
Services
PRACTICE FACTS
• Managed Services, Capacity
Management & Staffing
Services
• 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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
• Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
• More than 90% certified
• 62 Customers & 112
engagements
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• 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 associates
providing 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
The Most EPM Experience = The Right Partner
•
•
Hyperion Certified:
Planning
HFM
Essbase
•
•
•
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
Reporting and Analysis
Financial
Consolidation
•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
Budget, Planning &
Forecasting
Essbase
Custom Applications
•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)
Infrastructure Services
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Business
Intelligence
•Oracle Business Intelligence
Enterprise Edition (OBIEE)
•BI Foundation Suite (BIFS)
•Oracle BI Applications
•Oracle Database Relationship
Management (DRM)
•Mobile Delivery
Oracle Performance Management
Strategic Planning
Planning and Budgeting
Set Strategic
Objectives
Cascade Targets
Long-Term
Planning
Treasury
Strategies
Detailed
Budgeting
Forecasting
Corporate
Development
Allocate
Resources
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Financial Close Process
Cost and Profitability Management
Define Costing
Methods
Data
Cleansing
Consolidate
Internal
Reporting &
Analysis
External
Reporting &
Compliance
Define Cost
Drivers
Report & Analyze
Perform
Allocations
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Oracle Hyperion Enterprise Planning Suite
Predictive Modeling & Simulation
Long-Term
Financial
Planning
Workforce
Planning
Capital Asset
Planning
Project Financial
Planning
Profitability
and Cost
Management
Planning, Budgeting & Forecasting
Financial
Detail
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Operational
Detail
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Workforce Budgeting Tool Today
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Additional Impact on Workforce Budgeting Accuracy
 New Hires
 Attrition
 New Hire Costs
 Temporary Employees
 Transfers
 Hourly vs Salary
 Leave of absences
 Union Employees
 Merit Increases
 Tax - maximums
 Local Taxes
 Additional Salary Components
 Bonuses
 Commissions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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How are Organizations Achieving Workforce Budgeting Accuracy,
Predictability and Accountability
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
15
Hyperion Workforce Planning
Improve Headcount, Salary and Compensation Planning
 Packaged solution for
quick implementations
 Plan salary and other
compensation at any
level
 Add, edit and delete
employees and
new hires
 Pre-defined or custom
calculations for taxes, etc.
 Integrates actuals
from HR systems
 Test scenarios in real-time
for impact analysis
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
A Closer Look
 Prebuilt Functionality
to Speed Implementation
 Workforce Planning
Accounts
• Employee Properties
•
Compensation
Assumptions
•
Assumption Inputs
Prebuilt and Custom
• Health Rate Plans
• Merit Rates
• Bonus Rates
• Ave Salary by
Pay Grade
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
A Closer Look
 Prebuilt Functionality
to Speed Implementation
 Workforce Planning
Employee Dimension
•
Existing Employees
From HR System
•
Ability to account for
New Hires
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
A Closer Look
 A Simplified, Well Defined Process Across the Enterprise
 Workforce Tasklists and Form Instructions
 Workforce Instructions
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
A Closer Look
 Detailed Workforce Planning
 Workforce Planning Flexibility
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
A Closer Look
 Data Entry Over the Web or Excel – Controlled and Flexible
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Hyperion Workforce Planning
Customer 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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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Emtec’s Workforce Planning Program
½ Day On-Site Workforce Planning Evaluation
Includes: Presentation of Workforce Planning Application
Meeting with Workforce Planning Subject Matter Experts to:
1) Understand current process
2) Determine future state requirements
3) 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
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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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 & networking
1:00 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 312216-4911.
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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 Date
Tuesday, April 9 at 10:45 a.m. - Session #104900, Room 111
Stephen 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 Choices
Tuesday, April 9 at 4:30 p.m. - Session #106530, Room 111
Jaynie Martin, PeopleSoft HCM Practice Manager, Emtec
Enhance your HRIS user experience via Feature Packs
Wednesday, April 10 at 8:15 a.m. - Session #106490, Room 106
Nicole Braun, PeopleSoft HCM Consultant, Emtec
Lessons Learned from On-Premise Fusion Application Installations
Thursday, April 11 at 11 a.m. - Session #701, Room Mile High Ballroom 3C
Todd Siler, Oracle eTech Practice Manager, Emtec
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Workforce Planning Program
•Next Steps
For more information regarding Hyperion Workforce Planning please contact
Erica Archer @ [email protected] or 312-216-4911.
•Questions and Answers
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com