Oracle Financial Analytics

Transcription

1 Oracle Financial Analytics A rapid path to compliance, efficiency and value add in the Finance Department

2 Focus on Finance Experience or requirements in Finance Play.com 2020 Mobile Actavis LV Mars Opportunity Recent IT & trends in Finance Scenario is right for leveraging Pre-built BI (Oracle Financial Analytics)

3 Agenda 9.00 Registration and Coffee 9.30 Introduction & Welcome from Rittman Mead & Oracle 9.50 Setting the Scene: An overview of the days agenda and the business and technology challenges & opportunities in the Finance Department - Chris Raby - Business development Manager - Rittman Mead Life in the real world: How LV transformed the Finance Department of the UK s fastest growing insurer and the decision to select Oracle Financial Analytics - Terry Gadd - Head of Finance IT - LV Coffee Defining an approach: To successfully leverage Financial Analytics a joint approach is required between the Finance Department & IT. - Damian Arnold - Analyst/Solution Architect - Rittman Mead Demonstration and overview of the solution - Damian Arnold - Analyst/Solution Architect - Rittman Mead Post Implementation: How the principals of a Business Intelligence Competency Centre apply to Financial Analytics - Mike Vickers - Rittman Mead Q & A & Close followed by buffet lunch

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7 SOX etc. Fraud Prevention Internal Controls GRC

8 Performance Planning/ Budgeting Financial Close Statements EPM SOX etc. Fraud Prevention Internal Controls GRC

9 Performance Planning/ Budgeting Financial Close Statements EPM Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

10 Enterprise Performance Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Dashboards KPI s Balanced Scorecard Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

11 Enterprise Performance Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Dashboards KPI s Balanced Scorecard Efficiency Optimisation Standardisation Extend Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

12 Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Performance Enterprise Dashboards KPI s Balanced Scorecard Efficiency Optimisation Standardisation Extend Business Insight Process Improvement Efficiencies Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

13 Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Performance Enterprise Dashboards KPI s Balanced Scorecard Efficiency Optimisation Standardisation Extend Opportunity to Standardise Business Insight Process Improvement Efficiencies Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

14 Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Performance Enterprise Focus resource on value add activity and partnering with the Enterprise Dashboards KPI s Balanced Scorecard Efficiency Optimisation Standardisation Extend Opportunity to Standardise Business Insight Process Improvement Efficiencies Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

15 Integration of Performance & Reporting (BI) Performance Planning/ Budgeting Financial Close Statements EPM Enterprise Performance Enterprise Focus resource on value add activity and partnering with the Enterprise Dashboards KPI s Balanced Scorecard Efficiency Optimisation Standardisation Extend Opportunity to Standardise Business Insight Process Improvement Efficiencies Operational Reporting (BI) Cashflow Expenses DSO/DPO Business Analytics Reporting Tools Custom BI SOX etc. Fraud Prevention Internal Controls GRC

16 Oracle Business Intelligence Stack T : +44 (0) E : enquiries@rittmanmead.com W:

17 Benefits of Oracle Financial Analytics Comprehensive, tangible solution Rapid deployment Significantly reduced TCO Built in best practice Avoids continuous analysis cycles T : +44 (0) E : enquiries@rittmanmead.com W:

18 Rittman Mead Overview Oracle BI/EPM s Focus on increasing success/efficiency/risk mitigation of BI/EPM projects In-depth expertise pooled across company BI/EPM implementation methodology Highly referencable client base Thought leadership/industry profile - Blog/BI Forum/Developers Guide speaking engagements Oracle Beta test site/advisory Board High levels of accreditation Platinum Partner UK OUG Partner of the Year Oracle ACE director

19 Seminar Offer Oracle Financial Analytics - Assurance/Review - No Charge 1 day on-site Review source data systems with functional personnel Review reporting requirements at multiple tiers of organisation Provision of high level project plan Oracle Financial Analytics - Proof of Concept - 10k Hands on usage and opportunity to showcase pre-built Financial Analytics Dashboards Best-practice metrics tailored for GL, AP, AR, Profitability and Revenue Analysis Requirement for - access to technical and business personnel, platform availability & data access - info@rittmanmead.com or call