Enterprise Performance Management

John Schweitzer – Vice President, Commercial

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 Management Excellence: The Next Competitive Edge

Smart – Deep Insight

Competitive Agile – Decisive Action
Advantage Aligned – Across the Enterprise

MANAGEMENT EXCELLENCE

Cost – Lean and Mean

Quality – Six Sigma, TQM
Speed – Real-time, JIT

OPERATIONAL EXCELLENCE

Time

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Why Strive for Management Excellence?

2.40 Enterprise Performance

Management (EPM)
World-class EPM organizations
deliver 2.4 times the equity
market returns of industry-peer
1.0 companies

Peer Group World-Class

Source: CFO Challenges and Opportunities in the Flat world, Hackett Group

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Few Management Systems are ‘Exceptional’

How would you grade the relative maturity of your management

information environment in terms of its ability to readily provide relevant
analyses, decision making and management reporting information?

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Key EPM Capabilities

EXTERNAL REPORTING

STRATEGIC & PREDICTIVE MODELING

World Class Forecast
INTEGRATED BUSINESS PLANNING

PROFITABILITY & COST MANAGEMENT

SCORECARDING, MONITORING & ANALYSIS

World Class Close / Flex Reporting FINANCIAL & MGMT REPORTING

BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING

OLAP, DATA WAREHOUSE, DATA MINING

DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

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 Performance Management Topology
• Business Unit Planning
Hyperion Planning
• Maintain conforming • Actual, Plan, Forecast
dimensions across all Integrated Oper Planning
Master Data
information systems
Management Tools • Gross Marging Planning Interactive
• Alternate Hierarchies Dashboards
• Customer Data Management
Planning/Forecasting
Master Data Management
• Strategic Planning
Hyperion Strategic MS Office
Integration
• Acquisition/Divestiture
Finance
Modeling
• Treasury
Crystal Ball
Planning
Enterprise Data
Warehouse LR Planning & Modeling Reporting and
Ad-hoc Analysis
Oracle D/W • Customer Profitability
• Hyperion
Product Profitability
Profitability
OBIEE Apps • and Cost
Channel Management
Profitability
Alerts
• Segment Profitability
Oracle EBS, Siebel
Profitability Analysis
• Supports complex reporting Desktop
requirements -- GAAP, IFRS, Gadgets
SEC,Hyperion Financial
local statutory,
Sustainability Reporting (GRI).
Management
Non- EBS • Automated controls with
Transaction Systems complete audit trail
Search
Financial Close Process
Transaction
Systems • Analytical
HyperionDetail/Analysis
Essbase
• OBI Pre-built Content Mobile
• Ad-hoc queries and Workspace
OBI Server
analysis

Analytical Reporting
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Excellence in Industrial Mfg

The world’s leading producer of primary aluminum with $31

billion in revenues with operations in 34 countries and 350
locations. Alcoa has over 97,000 employees.

Before After
• 12+ days to close • 8 hours
• Many analytical technologies • Global consolidation across 58
• Complex reporting and forecasting lines of business
processes • Global forecasting and reporting
• Hours to create reports solution for 1,000+ users
• Minutes to access information