Ohio Community College CFOs Group
|
|
- Beverly Gibson
- 7 years ago
- Views:
Transcription
1 Ohio Community College CFOs Group Strategic Analysis, Forecasting and Budgeting at Cincinnati State Using Oracle Hyperion Analytical Tools Hyperion Strategic Finance, Planning and Essbase Friday, March 13, :15 AM 12:05 PM ET Columbus State Community College WD Building Room 409 Columbus, Ohio
2 Speaker Introduction Michael J. Geoghegan VP of Finance, Treasurer and Chief Financial Officer Cincinnati State Technical and Community College Michael led the deployment and integration of Oracle s Hyperion Strategic Finance, Planning and Essbase solution to support budgeting, planning, forecasting, modeling and capital optimization strategies; the application serves as the foundation for key strategic decisions associated with financial forecasts, priority-based budgets, deferred maintenance and faculty union negotiations. Michael addressed the College s $20MM backlog of deferred maintenance through the creation of a 5-year financial forecast for operating funds, coupled with an effective funding strategy utilizing Hyperion Strategic Finance. Wayland Ng, CFA Manager, Higher Education EPM & Analytics Huron Consulting Group Wayland has eight years of higher education, finance, and technology consulting experience since joining Huron in His focus is on engagement management and the implementation of planning, budgeting, forecasting, and analytics solutions using Oracle s Hyperion Enterprise Performance Management. Wayland focuses his time on client engagements within the Higher Education industry, and has worked with both private and public universities including The University of Chicago, New York University, Stanford University, Drexel University, Middlebury College, Wayne State University, Kentucky Community and Technical College System, and Cincinnati State Technical and Community College. 2
3 Agenda About Huron Consulting Group Integrated Planning, Budgeting, and Forecasting Overview Cincinnati State Case Study Hyperion Solution Demonstration Q&A 3
4 Huron Overview Higher Education Practice HURON HIGHER EDUCATION STRATEGY Strategy We partner to develop strategies and actionable plans to improve performance at the institutional, school, or department levels. TECHNOLOGY Technology Our solutions help clients better utilize technology to support the core administrative processes across the enterprise, as well as understand and manage the costs associated with technology. OPERATIONS Operations We deliver solutions that span all functional areas including human resources, finance and accounting, procurement, facilities, information technology, research administration, clinical research, student administration, enrollment management, auxiliary enterprises, among others. 4
5 EPM & Analytics Capabilities Delivering process improvement, financial & operational solutions worldwide Performance Management Business Intelligence Enterprise Performance Management Strategic Planning, M&A, Stress Test Enterprise Budgeting & Planning Financial Close Process Profitability & Cost Management Financial Reporting Information & Data Management Information Strategy and Road Map Data Warehouse and Big Data Solutions Data Discovery Essbase Operational Reporting Advanced Analytics Organizational Readiness Process Redesign, Assessment, Roadmaps Private Cloud, Public Cloud & Managed Services Technology Infrastructure & Operations Huron Consulting Group. All rights reserved. Proprietary & Confidential.
6 Common Excel Challenges Capital Planning Current State FP&A/Budget Treasury / Endowment College 1 College 2 College 3 Department 1 Department 2 Department 3 Data Manipulation Challenges Need to manually pull, manipulate, consolidate, and report data in Excel; error prone and time consuming Constrained Scenario Analysis Limited what-if analysis available to analyze impacts to full financial statement and key ratios Multiple Calculation Logic Sets Various drivers and calculations across all models Integration with Source Systems Models are not fully linked to source systems; difficult to model on most recent available data Huron Consulting Group. All rights reserved. Proprietary & Confidential.
7 Integrated Planning Long Range Financial Forecast (5-Year) Long-Term Planning Integrated Financial Statements Treasury Funding What-if Scenario Analysis Seed Budgets with Strategic Targets Hyperion Strategic Finance Hyperion Planning/Essbase Update Strategic Plans with Latest Forecasts Operational Budgeting Salary Budgeting Budget-to- Actual Reporting Projections Annual Budgeting Process (1-Year) Huron Consulting Group. All rights reserved. Proprietary & Confidential.
8 Cincinnati State Case Study Discussion Topics Background Implementation Overview Hyperion Use Cases Hyperion Strategic Finance Hyperion Essbase Hyperion Planning 8
9 Cincinnati State Case Study Background Overview Founded in 1969 Public two-year community college in Cincinnati, Ohio serving Hamilton and Butler counties Provide technical and general education, academic transfer, experiential and cooperative education, and workforce development. Academic Divisions Operational Highlights Business Technologies Center for Innovative Technologies Health and Public Safety Humanities and Sciences 10,800 enrollment (Fall 2014) 200 full-time and 500 adjunct faculty Annual operating budget of $80M Strategic priority implement priority-based budgeting 9
10 Cincinnati State Case Study Performance improvement initiatives implementation overview 2010 Excel based for budgeting and reporting; limited analytics 2012 Implementation of Hyperion Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process 2011 Implementation of Hyperion Strategic Finance 2013 Implementation of Hyperion Planning 10
11 Cincinnati State Case Study FY 2010 Excel based for budgeting and reporting; limited analytics 2010 Excel based for budgeting and reporting; limited analytics 2012 Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process 2011 Strategic Finance 2013 Planning Mike Geoghegan joined in 2010 as new VP of Finance, Treasurer and Chief Financial Officer Excel based for all reporting and analytics Needed to re-establish credibility and improve decision making Be more proactive than reactive to financial challenges, higher education trends, and decision making Needed a 5-year strategic outlook / Long Term Planning; not available with current ERP Needed to improve turnaround time on what-if scenarios and generating reports Senate Bill 6 (legislative mandate in Ohio) Needed to move beyond Excel spreadsheets to purpose built financial tools and systems 11
12 Cincinnati State Case Study FY 2011 Implementation of Hyperion Strategic Finance 2010 Excel based for budgeting and reporting; limited analytics 2012 Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process 2011 Strategic Finance 2013 Planning Previously, focused more on short term modeling in Excel Manual data retrieves and manipulation Needed a 5-year strategic outlook / Long term planning College now has a 5-year long range financial forecasting model Full driver-based P&L, Balance Sheet, Cash Flow, and Ratios Ability to run scenarios in real time to answer what-if questions Evaluate/screen strategic options to help understand impacts to Senate Bill 6 Score Helped with numerous proposals to the board and negotiations with unions, and deferred maintenance Went live with HSF within 4 months With Financial Modeling, we went from Hamburger to Filet Mignon. Bill Quattrone, Controller and Director of Budgeting and Financial Planning 12
13 Cincinnati State Case Study FY 2012 Implementation of Hyperion Essbase 2010 Excel based for budgeting and reporting; limited analytics 2012 Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process 2011 Strategic Finance 2013 Planning One central data repository for reporting and analytics Takes data from G/L into Essbase for reporting and analytics, slicing and dicing Multi-dimensional database that can be structured in any way to analyze data Moved monthly reporting to Essbase and Smartview Allowed us for a much easier implementation of Hyperion Planning the following year FY13 Budget heavily relied on Essbase and its ad hoc capabilities Allowed us to automate the consolidation process and allowed for real time reporting and analytics Improved overall data accuracy by eliminating the manual linking process Went live with Essbase within 3 months Helping to pave the way to priority based budgeting optimize and strategically allocate resources within the college 13
14 Cincinnati State Case Study FY 2013 Implementation of Hyperion Planning 2010 Excel based for budgeting and reporting; limited analytics 2012 Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process 2011 Strategic Finance 2013 Planning Driver-based tuition/fees and subsidy model to project revenue budget Essbase was still used in conjunction with Planning as a ad-hoc reporting tool Implemented data submission web forms Gave budget managers ownership of the budget submission Streamlined the budget process through a controlled environment Budget managers were more satisfied and less intimidated by the budget process Provided analytical capabilities to perform benchmarking and profitability analysis across departments and divisions Went live with Planning within 2-3 months Total budget process timeline cut down in half from two months to one month 14
15 Cincinnati State Case Study FY2014 and Beyond Key Strategic Priorities 2010 Excel based for budgeting and reporting; limited analytics 2012 Essbase 2014 and Beyond Further Integrating Reporting, and Enhancing Salary Budgeting Process Financial Metrics Analysis of revenues, expenses, and contribution margin (P&L analysis) Benchmarking analysis to understand relative performance Priority Based Budgeting and Program Costing SSI for FY15 and beyond is based on completion metrics Quality Metrics 2011 Strategic Finance Enrollment is not enough. We must also focus on a quality measurement completion and quality of workforce. Key factors to student success, retention, and graduation rates: Completion plan adopted for FY15 and beyond Providing academic support systems and financial resources Developmental education / increase retention and persistence Improve completion rates in enrollment gatekeeper classes Overall climate survey rating measure quality of workforce 2013 Planning 15
16 Hyperion Demonstration Cincinnati State Hyperion EPM Solution Demonstration Hyperion Planning and Essbase Budget Development Process Reporting and Analysis Hyperion Strategic Finance Long Range Financial Forecasting Driver-based What-if? Scenarios Credit Hours and Tuition Rate State Appropriations Deferred Maintenance Faculty Negotiations Debt Issuance Financial Reporting and Key Ratios (Senate Bill 6) 16
17 Q&A Huron Consulting Group. All rights reserved. Proprietary & Confidential.
18 Speaker Contact Information Michael Geoghegan VP of Finance, Treasurer and Chief Financial Officer Cincinnati State Technical and Community College 3520 Central Parkway, Room 157 Cincinnati, Ohio (513) Wayland Ng, CFA Manager, Higher Education EPM & Analytics Huron Consulting Group 550 W Van Buren St Chicago, IL Mobile: wng@huronconsultinggroup.com 18
Ohio Community College CFOs Group
Ohio Community College CFOs Group Priority-Based Budgeting and Strategic Analysis Paving the Path Towards Fiscal Sustainability at Cincinnati State Hyperion Presentation and Demo Friday, March 13, 2015
More informationUSING HYPERION PROFITABILITY & COST MANAGEMENT WITH HYPERION PLANNING FOR RCM SESSION 35090 MARCH 8, 2016
USING HYPERION PROFITABILITY & COST MANAGEMENT WITH HYPERION PLANNING FOR RCM SESSION 35090 MARCH 8, 2016 PRESENTERS Andy Rosenau AVP Budget & Administration Rutgers University arosenau@rutgers.edu Andy
More informationRealTests.M2020-615.37questions
RealTests.M2020-615.37questions Number: M2020-615 Passing Score: 800 Time Limit: 120 min File Version: 4.5 http://www.gratisexam.com/ M2020-615 IBM Business Analytics Performance Management Sales Mastery
More informationTest-King.M2020-615.33q M2020-615. IBM Business Analytics Performance Management Sales Mastery Test v2
Test-King.M2020-615.33q Number: M2020-615 Passing Score: 800 Time Limit: 120 min File Version: 4.3 M2020-615 IBM Business Analytics Performance Management Sales Mastery Test v2 1. I think this vce is really
More informationHow to Effectively Plan and Forecast using Hyperion Planning and Eliminate the Spreadsheet Based Application April 30, 2013
How to Effectively Plan and Forecast using Hyperion Planning and Eliminate the Spreadsheet Based Application April 30, 2013 Agenda Welcome and Introductions Oracle EPM and Emtec EPM Practice Budgeting
More informationTransforming FP&A: Combining Process Redesign & Technology to Deliver Insights
Transforming FP&A: Combining Process Redesign & Technology to Deliver Insights Session 602 IASA 86 TH ANNUAL EDUCATIONAL CONFERENCE & BUSINESS SHOW Project Overview The Hanover Insurance Group (THG) is
More informationHow To Use Oracle Hyperion Strategic Finance
Oracle Hyperion Strategic Finance Oracle Hyperion Strategic Finance is a feature rich financial forecasting and modeling solution with on-the-fly scenario analysis and modeling capabilities. It helps users
More informationHROUG. The future of Business Intelligence & Enterprise Performance Management. Rovinj October 18, 2007
HROUG Rovinj October 18, 2007 The future of Business Intelligence & Enterprise Performance Management Alexander Meixner Sales Executive, BI/EPM, South East Europe Oracle s Product
More informationPlanning and Budgeting Cloud Service
Planning and Budgeting Cloud Service You don t know what you don t know Andrew Mason Qubix International Ltd 1 Today s Topics The Challenges 5 Steps To Planning Brilliance Planning and Budgeting Cloud
More informationBest practices for planning and budgeting. A white paper prepared by Prophix
A white paper prepared by Prophix Executive summary The continual changes in the business climate constantly challenge companies to find more effective business practices. However, common budgeting limitations
More informationORACLE PLANNING AND BUDGETING CLOUD SERVICE
ORACLE PLANNING AND BUDGETING CLOUD SERVICE ENTERPRISE WIDE PLANNING, BUDGETING AND FORECASTING KEY FEATURES Multi-dimensional / multi user planning with a powerful business rules engine Flexible workflow
More informationStreamlined Planning and Consolidation for Finance Teams Running SAP Software
SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for SAP NetWeaver Streamlined Planning and Consolidation for Finance Teams Running SAP Software 2 SAP Solution in Detail
More informationWebinar: Chart of Accounts Alignment through Information Governance
Webinar: Chart of Accounts Alignment through Information Governance Huron Presenters: Todd Weinstein Alex Vlaisavljevic August 28, 2014 Objectives & Agenda Webinar Objectives: Agenda Discuss the importance
More informationBest Practices for Planning and Budgeting. A white paper prepared by PROPHIX Software October 2006
A white paper prepared by PROPHIX Software October 2006 Executive Summary The continual changes in the business climate constantly challenge companies to find more effective business practices. However,
More informationMicrosoft Dynamics NAV
Microsoft Dynamics NAV Maximizing value through business insight Business Intelligence White Paper November 2011 The information contained in this document represents the current view of Microsoft Corporation
More informationHow To Plan A University Budget
Annual Budget Plan Guidelines & Instructions 9/1/2010 Table of Contents INTRODUCTION...3 INTRODUCTION:...4 THE GOALS OF THE BUDGET PROCESS:...4 PRINCIPLES OF EFFECTIVE BUDGETING:...4 GUIDELINES FOR RESOURCE
More informationAsen Computer Associates
Performance Driven by Data Enterprise Performance Management Applications Oracle s Hyperion Financial Management Disclaimer This document is intended to provide general information about enterprise performance
More informationORACLE HYPERION PUBLIC SECTOR PLANNING AND BUDGETING
ORACLE HYPERION PUBLIC SECTOR PLANNING AND BUDGETING KEY FEATURES AND BENEFITS KEY FEATURES: Packaged budgeting templates and calculation logic purpose built for the public sector Flexible workforce budgeting
More informationORACLE HYPERION PLANNING
ORACLE HYPERION PLANNING ENTERPRISE WIDE PLANNING, BUDGETING, AND FORECASTING KEY FEATURES Hybrid data model facilitates planning, analysis and commentary Flexible workflow capabilities Reliability with
More information<Insert Picture Here> The role of BI in your ERP and Performance Management Initiatives
The role of BI in your ERP and Performance Management Initiatives Isabel Schuler-Calise, Principal Sales Consultant isabel.schuler-calise@oracle.com Zürich, 17. November 2011 The
More informationIT Investment and Business Process Performance: Survey Questionnaire
IT Investment and Business Process Performance: Survey Questionnaire Thank you for participating in the study being conducted by the EDUCAUSE Center for Applied Research (ECAR). This survey is a critical
More informationHow Keurig Brewed a Better Path to Success. Mike Quinn & Eileen Hanafin: Keurig Will Crump: DATUM LLC SESSION CODE: CP1380
How Keurig Brewed a Better Path to Success Mike Quinn & Eileen Hanafin: Keurig Will Crump: DATUM LLC SESSION CODE: CP1380 An innovative technology-driven values-based personal beverage-system company.
More informationStreamlined Planning and Consolidation for Finance Teams in Any Organization
SAP Solution in Detail SAP Solutions for Enterprise Performance Management, Version for the Microsoft Platform Streamlined Planning and Consolidation for Finance Teams in Any Organization Table of Contents
More informationIntroduction to Budgeting and Forecasting at the U of C
Introduction to Budgeting and Forecasting at the U of C Session Objective Leave with an understanding of the budgeting and forecast process at the U of C. Define the responsibilities of a budget owners
More informationEffective Enterprise Performance Management
Seattle Office: 2211 Elliott Avenue Suite 200 Seattle, Washington, 98121 seattle@avanade.com www.avanade.com Avanade is a global IT consultancy dedicated to using the Microsoft platform to help enterprises
More informationQlikView in Banking How and why many worlds leading banks are using QlikView
QlikView in Banking How and why many worlds leading banks are using QlikView September 2013 Duncan Ash / Mike Saliter / Paul Van Siclen Common Banking Challenges Branch Managers / Financial Advisors /
More informationHYPERION MASTER DATA MANAGEMENT SOLUTIONS FOR IT
HYPERION MASTER DATA MANAGEMENT SOLUTIONS FOR IT POINT-AND-SYNC MASTER DATA MANAGEMENT 04.2005 Hyperion s new master data management solution provides a centralized, transparent process for managing critical
More informationKey CFO Ideas for 2015, from the Lessons of 2014. By Scott Costello, Director of Cloud Services and Emerging Technologies. Key Performance Ideas
Key CFO Ideas for 2015, from the Lessons of 2014 By Scott Costello, Director of Cloud Services and Emerging Technologies Key Performance Ideas As the economy continues to move from recession to growth,
More informationORACLE FINANCIAL SERVICES BALANCE SHEET PLANNING
ORACLE FINANCIAL SERVICES BALANCE SHEET PLANNING KEY FEATURES AND BENEFITS FEATURES Packaged application with prebuilt industry leading practices Net Interest Margin and balance sheet forecasts using cash
More information9044 - Enhance Performance Management Reporting
September 9 11, 2013 9044 - Enhance Performance Management Reporting Anaheim, California and Analysis Leveraging SAP BI Tools Sean Johnson SAP Agenda Overview of Enterprise Performance Management Value
More informationOracle Hyperion Planning
Oracle Hyperion Planning Oracle Hyperion Planning is an agile planning solution that supports enterprise wide planning, budgeting, and forecasting using desktop, mobile and Microsoft Office interfaces.
More informationFINANCIALS CLOUD. Justin Ossola Financial Solutions Consultant Oracle Applications Copyright 2013, Oracle and/or its affiliates. All rights reserved.
FINANCIALS CLOUD 1 Justin Ossola Financial Solutions Consultant Oracle Applications Solutions Consultant ERP/Financials Cloud U.S. Naval Academy (BS); Georgetown University (MBA) ERP Implementation Experience
More informationCreating Business Harmony: The Integration of ERP, EPM and BI. Enzo Santilli, Partner, MarketSphere
Creating Business Harmony: The Integration of ERP, EPM and BI Enzo Santilli, Partner, MarketSphere Agenda 1 2 3 4 5 6 7 History in the Making of Information (and the need for Harmony) One-Certified & Secured
More informationAn Oracle White Paper August 2014. Oracle Hyperion Project Financial Planning: Aligning Financial and Project Plans
An Oracle White Paper August 2014 Oracle Hyperion Project Financial Planning: Aligning Financial and Project Plans Introduction... 2 Project Financial Planning... 3 What Type of Project?... 3 Adding a
More informationImplementing Oracle BI Applications during an ERP Upgrade
Implementing Oracle BI Applications during an ERP Upgrade Summary Jamal Syed BI Practice Lead Emerging solutions 20 N. Wacker Drive Suite 1870 Chicago, IL 60606 Emerging Solutions, a professional services
More informationBUSINESS INTELLIGENCE
BUSINESS INTELLIGENCE Enabling Insights Across the Enterprise Patrick Callahan AST Corporation Practice Director Business Intelligence Naperville, Illinois USA 2011 Southern California Public Sector EBS
More information<Insert Picture Here>
Creating Value Through Strategic Planning, Funding, and Corporate Development Simulations: Oracle-Hyperion Strategic Finance solution Webcast, 10th of February 2009 Jean-Gabriel Osmont
More informationAccelerating EPM Deployment
Accelerating EPM Deployment With Planning in the Cloud SUMMARY In today s challenging planning environment, reliance on spreadsheets is woefully inadequate and fraught with peril. Packaged planning and
More informationTackling ERP Modernization: A New Approach for State and Local Government
Tackling ERP Modernization: A New Approach for State and Local Government Today s Speakers Joe Morris Lead Analyst Center for Digital Government Government Technology Mike Bailey Finance Director City
More informationORACLE INTEGRATED OPERATIONAL PLANNING
ORACLE INTEGRATED OPERATIONAL PLANNING KEY FEATURES AND BENEFTIS KEY FEATURES Integrated operational and financial planning models to help develop accurate revenue and profit projections Change based calculation
More informationWhich Reporting Tool Should I Use for EPM? Glenn Schwartzberg InterRel Consulting info@interrel.com
Which Reporting Tool Should I Use for EPM? Glenn Schwartzberg InterRel Consulting info@interrel.com Disclaimer These slides represent the work and opinions of the presenter and do not constitute official
More informationWith business intelligence, we create a learning organization that adapts quickly to market changes and stays one step ahead of the competition.
With business intelligence, we create a learning organization that adapts quickly to market changes and stays one step ahead of the competition. Wayne W. Eckerson TDWI New to Business Intelligence? What
More informationOracle Hyperion Planning
Oracle Hyperion Planning Introduction The BizTech Team A Typical Budget Process Problems That Surface During Budgeting What is Hyperion Planning? Hyperion Planning Solutions Summary Agenda Introduction
More informationAn Introduction to Oracle EPM/BI. David Chaimson, Oracle Corporation May 2, 2014
An Introduction to Oracle EPM/BI David Chaimson, Oracle Corporation May 2, 2014 Agenda Brief Intro Demystifying the Terminology Oracle Performance Mgmt Oracle Business Intelligence Final Thoughts 2 Agenda
More informationORACLE PROJECT PLANNING AND CONTROL
ORACLE PROJECT PLANNING AND CONTROL (Formerly Oracle Project Management) KEY FEATURES COLLABORATIVE PROJECT PLANNING Define a project work breakdown structure to align plans to execution Coordinate financial
More informationCloud PPM for Project-centric Service Organizations
Cloud PPM for Project-centric Service Organizations Heidi Zee, Managing Partner & CEO, Frontera Consulting Kevin Beyer, Managing Partner of Global Fusion Services, Frontera Consulting Fiona Purves, Strategy
More informationTo receive 1.0 CPE credit for this Webinar, participants must:
Automating and Simplifying your External Reporting by Integrating XBRL Ken Pavell & Steve Sheekey Thursday, June 20, 2013 General Information Share the webinar Ask a question Votes (polling questions)
More informationOracle Planning and Budgeting Cloud Service
Oracle Planning and Budgeting Cloud Service Oracle Planning and Budgeting Cloud Service enables organizations of all sizes to quickly adopt world-class planning and budgeting applications with no CAPEX
More informationAccenture Human Capital Management Solutions. Transforming people and process to achieve high performance
Accenture Human Capital Management Solutions Transforming people and process to achieve high performance The sophistication of our products and services requires the expertise of a special and talented
More informationBOARD OF VISITORS COMMITTEE ON FINANCIAL AFFAIRS FEBRUARY 6, 2015 THE COLLEGE OF WILLIAM AND MARY
BOARD OF VISITORS COMMITTEE ON FINANCIAL AFFAIRS FEBRUARY 6, 2015 THE COLLEGE OF WILLIAM AND MARY Source: Economic & Revenue Update, Secretary of Finance Richard D. Brown, January 20, 2015 2 GOVERNOR S
More informationManagement Excellence Framework: Record to Report
An Oracle Thought Leadership White Paper August 2009 Management Excellence Framework: Record to Report Introduction Management Excellence Framework... 3 Record to Report... 5 Step by Step... 6 Key Metrics...
More informationToday s Session: Today s Sponsors: Measuring Learning Effectiveness with Integrated Analytics
Today s Session: Today s Sponsors: Measuring Learning Effectiveness with Integrated Analytics March 20, 2012 Tips for the Webinar: Tweeting? Please use this tag: #IntegratedAnalytics (800) 263-6317 or
More informationWORLD-CLASS FINANCIAL PERFORMANCE MANAGEMENT FOR GOVERNMENT & NON PROFIT ORGANISATIONS
WORLD-CLASS FINANCIAL PERFORMANCE MANAGEMENT FOR GOVERNMENT & NON PROFIT ORGANISATIONS CONTENTS 2 SUMMARY 3 WHAT IS INFORMATION EDGE? 4 WHY WAS INFORMATION EDGE DEVELOPED? 4 A proven track record 5 WHAT
More informationOracle Financial Management Analytics
Oracle Financial Management Analytics Oracle Financial Management Analytics provides finance executives with visibility and insight into the status of their financial close process and their financial
More informationFive Tenets of Modern Project Portfolio Management Powering Project-Driven Business
PROJECT PORTFOLIO MANAGEMENT Five Tenets of Modern Project Portfolio Management Powering Project-Driven Business Copyright 2014 Oracle Corporation. All Rights Reserved. Introduction Enterprises tend not
More informationFinancial Planning, Budgeting, and Forecasting
Financial Planning, Budgeting, and Forecasting Removing the Hurdles March 2013 Nick Castellina Financial Planning, Budgeting, and Forecasting: Removing the Hurdles Financial planning is the process by
More informationWhat is Project Financial Planning? 01.31.14
What is Project Financial Planning? 01.31.14 About MindStream Analytics Mission is to deliver premier consulting and managed services to clients by enhancing technology and aligning resources Oracle Platinum
More informationSage 300 Finance. Sage 300 Finance. Industry Solution. Generic to all Industries and Organisations. Target. Business Processes. Business Challenges
Sage 300 Finance Ensure you stay competitive in today s global economy with Sage 300 Finance! We offer you far more than simple financial accountability and compliance. Allow your business to evolve with
More informationDepartment-wide Systems and Capital Investment Program
Department-wide Systems and Capital Investment Program Mission Statement The Department-wide Systems and Capital Investments Program (DSCIP) is authorized to be used by or on behalf of the Treasury Department
More informationThree Capabilities to Fuel Today s Dynamic Planning and Forecasting
IBM Software Business Analytics Enterprise Planning & Analysis Three Capabilities to Fuel Today s Dynamic Planning and Forecasting Three Capabilities to Fuel Today s Dynamic Planning and Forecasting Introduction
More informationOffice of Budget and Financial Planning
The Office of Budget and Financial Planning (OBFP) is a professional service organization in the Institute s financial administration area. The mission of the office is to provide value added integrated
More informationIntegrated BI & Corporate Performance Management
Integrated BI & Corporate Performance Management Integrated Corporate Performance Management & BI For over 20 years companies of all sizes and industries have benefitted from our integrated Corporate Performance
More informationManagement & Business Intelligence Overview
Infor10 Corporate Performance Management, Expense Infor10 Corporate Performance Management, Expense Management & Business Intelligence Overview Todays Agenda Common Business Challenges Corporate Performance
More information3.1 Forecasting and Reporting
Policy Statement The is accountable for revenues collected from taxpayers, for ensuring monies are prudently spent for the purposes intended, that assets are adequately safeguarded, debts and other obligations
More informationHow Do You Stack Up?
How Do You Stack Up? Charles Tegen Associate Vice President for Finance Clemson University 2014 Managerial Analysis and Decision Support Charlotte, North Carolina November 13, 2014 Session Outline Benchmarking
More informationSoftware Industry KPIs that Matter
Software Companies Run Better on NetSuite. Software Industry KPIs that Matter Sponsored by Improved Results from Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight Increased
More informationBetter Business Analytics with Powerful Business Intelligence Tools
Better Business Analytics with Powerful Business Intelligence Tools Business Intelligence Defined There are many interpretations of what BI (Business Intelligence) really is and the benefits that it can
More informationBusiness Analytics Evaluation Guide. Integrated Financial Planning and Forecasting Performance Blueprint Powered by IBM Cognos Express
Business Analytics Evaluation Guide Integrated Financial Planning and Forecasting Performance Blueprint Powered by IBM Cognos Express 2 Integrated Financial Planning and Forecasting Performance Blueprint
More informationThe Treasury 3.0 Framework: Deploying a Model of Best Practices. 2013 Treasury Strategies, Inc. All rights reserved.
The Treasury 3.0 Framework: Deploying a Model of Best Practices 2013 Treasury Strategies, Inc. All rights reserved. Agenda Treasury: The Future State Successful Treasury Traits Moving to the Ideal State:
More informationDST Worldwide Services. Reporting and Data Warehousing Case Studies
Reporting and Data Warehousing Case Studies The Delivery s Group (DSG) was established as a centralized group in TA2000 for process related management. Its mission is to support, produce and evaluate ideas,
More informationStandardize Your Transfer Pricing Documentation System in light of OECD project on BEPS Action 13 report
Standardize Your Transfer Pricing Documentation System in light of OECD project on BEPS Action 13 report 1 STANDARDIZED APPROACH In order to standardize, simplify and streamline multinational enterprises
More informationHow to Take the Pain Out of Your Budgeting Process Introducing the NetSuite Financial Planning Module
How to Take the Pain Out of Your Budgeting Process Introducing the NetSuite Financial Planning Module Mini Peiris VP Product Marketing, NetSuite Inc. Your Hostess Today: Mini Peiris VP, Product Marketing
More informationLegal Budgeting and E-Billing in Corporate Law Departments
Legal Budgeting and E-Billing in Corporate Law Departments Presented by Jeffery Hodge SESSION IV 10/15/2014 2:00 PM - 3:00 PM The handouts and presentations attached are copyright and trademark protected
More informationQuality Results. From Many Completed Implementations
Oracle Essbase Agenda Introduction What most companies currently use What is Essbase Essbase database concepts How Essbase data is consumed Typical Essbase topography In Conclusion Introduction Quality
More informationWelcome to today s training on how to Effectively Sell SAP ERP! In this training, you will learn how SAP ERP addresses market trends and
Welcome to today s training on how to Effectively Sell SAP ERP! In this training, you will learn how SAP ERP addresses market trends and organizations business needs. 1 After completing this lesson, you
More informationIBM Cognos Financial Performance Analytics Faster Insight: Smarter Financial Decisions
IBM Cognos Financial Performance Analytics Faster Insight: Smarter Financial Decisions Business Analytics Smarter planet: Thinking and acting in new ways to make our systems more efficient, productive
More information{Businesss. Intelligence. Overview. Dashboard Manager
{Businesss Intelligence Overview Right information is the lifeblood of financial institutions in today s dynamic business environment. Yet many organisations struggle to provide the right information to
More informationImplementing Oracle BI Applications during an ERP Upgrade
1 Implementing Oracle BI Applications during an ERP Upgrade Jamal Syed Table of Contents TABLE OF CONTENTS... 2 Executive Summary... 3 Planning an ERP Upgrade?... 4 A Need for Speed... 6 Impact of data
More informationIPMS Insurance Performance Management System
What s gets Measured gets Managed IPMS Insurance Performance Management System Our Value Proposition for : Achieving Clarity, Alignment and Accountability Yiannis Charalambous Chairman Gnosis Management
More informationAn Oracle White Paper July 2010. Corporate Treasury: The Role of Technology during and Post-Crisis
An Oracle White Paper July 2010 Corporate Treasury: The Role of Technology during and Post-Crisis Contents Two Different Responses to the Crisis... 3 Lesson Learned: Information Is Power... 4 Empowering
More information<Insert Picture Here> PeopleSoft Financial Management Solutions 9.1 and Roadmap into Release 9.2
PeopleSoft Financial Management Solutions 9.1 and Roadmap into Release 9.2 Tom Vassallo Oracle Application Consulting The following is intended to outline our general product direction.
More informationA cross-functional approach in budgeting and forecasting
Planning Beyond Finance A cross-functional approach in budgeting and forecasting Edilio E. Rossi, EPM Sales Development Director, Italy & Iberia ABIC Executive Event Milan, Palazzo delle Stelline, April
More informationOur Business Knowledge, Your Winning Edge. Consulting & Thought Partnership
Our Business Knowledge, Your Winning Edge. Consulting & Thought Partnership To be the preferred partner delivering exceptional value to customers, driving improved business outcomes and reducing total
More informationAnalytics in the Finance Organization
Analytics in the Finance Organization Kathleen Wilhide Industry Analyst - GRC & Performance Management, Better-Insight Background In an era of new economic challenges, how companies manage the quality
More informationThe Budgeting Process: Forecasting With Efficiency and Accuracy
The Budgeting Process: Table of Contents Defining the Issues Involved... 3 The Process... 4 Challenge at Each Stage... 5 Modeling... 5 Adjust/Act... 5 Track... 5 Analyze... 5 Sage Budgeting and Planning:
More informationTechnical Management Strategic Capabilities Statement. Business Solutions for the Future
Technical Management Strategic Capabilities Statement Business Solutions for the Future When your business survival is at stake, you can t afford chances. So Don t. Think partnership think MTT Associates.
More informationKPMG s Financial Management Practice. kpmg.com
KPMG s Financial Management Practice kpmg.com 1 KPMG s Financial Management Practice KPMG s Financial Management (FM) practice, within Advisory Management Consulting, supports the growing agenda and increased
More informationImprove your Close Cycle Using Financial Close Manager
Improve your Close Cycle Using Financial Close Manager 2.28.2014 Presenters Seth Landau EVP of Consulting Services MindStream Analytics slandau@mindstreamanalytics.com www.mindstreamanalytics.com AGENDA
More informationNext Generation ERP Business Planning. David Ormerod, EPM Centre of Excellence, SAP EMEA London Financial Planning & Analysis Event, 14 October 2015
Next Generation ERP Business Planning David Ormerod, EPM Centre of Excellence, SAP EMEA London Financial Planning & Analysis Event, 14 October 2015 ü Agility is an increasingly important source of competitive
More informationElise Barho Tim Danielson Cathy Lloyd. The Power of Networks in Organizational Change
Elise Barho Tim Danielson Cathy Lloyd The Power of Networks in Organizational Change Agenda Introductions Complexities of the 21 st Century The Value of Networks The Role of Change Management University
More informationPlanning a Basel III Credit Risk Initiative
Risk & Compliance the way we see it Planning a Basel III Credit Risk Initiative How to Achieve Return on Investment Contents 1 Introduction 3 2 Banks need a strong data foundation 4 3 A new focus on models
More informationDATA GOVERNANCE AND INSTITUTIONAL BUSINESS INTELLIGENCE WORKSHOP
NERCOM, Wesleyan University DATA GOVERNANCE AND INSTITUTIONAL BUSINESS INTELLIGENCE WORKSHOP ORA FISH, EXECUTIVE DIRECTOR PROGRAM SERVICES OFFICE NEW YORK UNIVERSITY Data Governance Personal Journey Two
More informationMSD Supply Chain Programme Strategy Workshop
MSD Supply Chain Programme Strategy Workshop Day 2 APPENDIX Accenture Development Partnerships Benchmarking MSD s Current Operating Supply Chain Capability 1.0 Planning 2.0 Procurement 3.0 Delivery 4.0
More informationEssentials of financial consolidation applications
Essentials of financial A white paper prepared by Software 2012 Table of contents Executive summary...3 Overview of financial...3 What is the purpose of financial?...4 Assessing financial solutions...5
More information<Insert Picture Here> Oracle CRM for Consumer Goods Smart Strategies for Profitable Growth
Oracle CRM for Consumer Goods Smart Strategies for Profitable Growth Angélique Moon Director, Consumer Goods CRM Product Strategy Safe Harbor Statement The following is intended to
More informationDeveloping a Strategic Roadmap Why you need it & how to do it right
Developing a Strategic Roadmap Why you need it & how to do it right Session ID# 12509 Juan Porter TopDown Consulting Juan Porter Experience Overview President & Founder of TopDown Consulting Over 25 years
More informationAdministrative & Student Information Systems: Refresh Strategy & Roadmap. Treasurer s Town Hall Rutgers University New Brunswick March 9, 2015
Administrative & Student Information Systems: Refresh Strategy & Roadmap Treasurer s Town Hall Rutgers University New Brunswick March 9, 2015 Purposes The merger with UMDNJ necessitates a migration to
More informationSenior Auditor Responsible for planning and directing audits, individuals performing this function may lead a team.
ROLES DEFINITIONS Academic Person involved in the teaching of accounting or accounting related subjects in a university or other educational institutions. Academic related roles could be split into 2 categories:
More informationData Integration Initiative Semi Annual Report April 2009. State of North Carolina Office of the State Controller
Data Integration Initiative Semi Annual Report April 2009 State of North Carolina Office of the State Controller David McCoy, State Controller April 1, 2009 Table of Contents I. Background... 1 II. BEACON
More information