Upgrading to Hyperion Planning System 9.3 - PowerPoint PPT Presentation

Loading...

PPT – Upgrading to Hyperion Planning System 9.3 PowerPoint presentation | free to download - id: 414e44-MmY5N



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

Upgrading to Hyperion Planning System 9.3

Description:

Upgrading to Hyperion Planning System 9.3 & Utilizing Hyperion in a Downturn Economy June 3rd, 2009 We also sell spark plugs in the aftermarket and have a robotics ... – PowerPoint PPT presentation

Number of Views:23
Avg rating:3.0/5.0
Slides: 33
Provided by: sherri2
Learn more at: http://www.mi-oaug.org
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Upgrading to Hyperion Planning System 9.3


1
Upgrading to Hyperion Planning System 9.3
Utilizing Hyperion in a Downturn Economy June
3rd, 2009
2
DENSO Hyperion Topics
  • A little background about DENSO
  • Upgrading to System 9.3
  • Utilizing Planning and Essbase during a downturn

2
3
Background - DENSO in the Americas
  • DENSO is a leading global supplier of automotive
    technology, systems and components
  • DENSO International America, Inc.100 Owned by
    DENSO Global in Japan
  • N.A. Regional Headquarters Southfield, Mich.
  • Companies 38
  • Employees 17,000
  • Net Sales US6.5 billion
  • Operating Income US247.4 million
  • As of March 31, 2007
  • U.S. dollar amounts have been translated from
    Japanese yen for convenience only at the rate of
    118 yen US1
  • Sales figures represent total sales by DENSO
    company locations, including sales between DENSO
    companies.

3
3
4
Background - DENSO Products
CLIMATE CONTROL
ENGINE MANAGEMENT
DRIVING CONTROL SAFETY
BODY ELECTRONICS
HYBRID VEHICLE COMPONENTS
INFO. COMMUNICATIONS
4
5
Background - Hyperion _at_ DENSO
  • Hyperion Planning has been in use at DENSO for
    the past four years supporting about 500 users.
  • Introduced at NA HQ in Southfield, Mich. 2004
  • Implemented at two plants in Tenn. 2005
  • Implemented at plant in Battle Creek, Mich.
    2006
  • Implemented at plant in Arkansas - 2007

5
6
Background - Hyperion _at_ DENSO
  • Hyperion Essbase since 2005 (previously used
    Enterprise)Note HFM used for Global
    Consolidations
  • NA Consolidations
  • Treasury Cash Flow
  • Quality PPM Reporting
  • Credit Limit Analysis
  • AR Analysis
  • BOD Dashboard
  • Related Technology in Use at DENSO
  • JDE General Ledger
  • Oracle HR (Benefits Performance Management)

6
7
Planning _at_ DENSO
8
Planning _at_ DENSO Problem Solving
Why Planning? Escape from Excel (only) Hell
8
9
Planning _at_ DENSO Centralized Planning Environment
9
10
Planning _at_ DENSO Core Benefits
  1. Data accuracy improvements from an increased
    amount of iterations that can be performed in a
    planning cycle
  2. Calculation and consolidation consistency
    (removes the spreadsheet errors issue, manual
    consolidation)
  3. Capability for monthly forecasting
  4. Data integrity
  5. Security
  6. Versions (Working, Final, What-ifs) Scenarios
    (Actual, Plan, Forecast)

10
11
Upgrading to System 9.3 Planning
12
Upgrading Approval Process
  • Complete Internal approval process (est. four
    month process Completed in May 2008)
  • Finance IT driven 20 PowerPoint page
    documentation process
  • Used to generate consensus between everyone
    impacted and ensure ROI
  • Negotiation with Hyperion and HW vendors
  • Interviews with companies who made this jump

12
13
Upgrading Approval Process
  • ROI Worksheet Identified Annual Savings and
    Spot (one-time future) savings

13
14
Upgrading Core Benefits
  • Five Ws One H of DENSO
  • Navigation, Office Integration (Smart View) Task
    Lists, Business Rules Reporting Improvements
    Security Management Performance (based on
    existing Essbase Sys9 usage)
  • Centralization of our HW Environments and
    strengthening of Production and Development
  • Expanding analytical capabilities to our
    end-users Managing budgets at a deeper level

14
15
Upgrading Environment Pre-System9
15
16
Upgrading Future Environment
16
17
Upgrading Implementation
  • Performed Migration (September 2008)
  • Three-Week Migration project once HW was ready
  • Two-Man team sitting with IT Group (server
    admins)
  • Five Applications 500 users
  • Challenges Migration of user groups NOLINK
    UDA
  • Dropped Load Balancing
  • Only one web server in dev.
  • Visit to each affiliate site to train
    administrators and support end-user training
  • Additional End-User training provided locally by
    administrators

17
18
Utilizing Planning during a Downturn
19
Economic Slowdown Backdrop
  • NA HQ Challenges - Southfield Mich.
  • In FY08, by the end of the mid-year Planning
    cycle we realized we needed to re-vamp our
    reporting process
  • Contingency Planning (from Cuts to Give Backs)
  • Economic situation was getting worse month by
    month
  • Forced into a monthly forecasting mode
  • Three cut/give-back cycles before end of fiscal
    year

19
20
Economic Slowdown Reporting
  • Updating Management Reporting
  • New Director of Corporate Planning needed to take
    action
  • Updated what core expenses should be managed
    closerFrom list of 300 Accounts to 100 with
    Categories

20
21
Economic Slowdown Reporting
  • Updating Management Reporting
  • New Director of Corporate Planning and Finance
    Controller
  • Learned how to utilize the Hyperion tools to
    navigate the Planning database himself and
    develop ideas and performed analysis on the fly
  • Hyperion Essbase Excel Add-In and Smart View
  • Hyperion Financial Reporting automated reports
  • Hyperion Web Analysis Expense Trending by Year

21
22
Economic Slowdown Reporting
  • Updating Management Reporting
  • New Director of Corporate Planning needed to take
    action
  • Improve Department Management and Divisional
    monthly review of Actual to Plan
  • Process re-engineering on how departmental and
    divisional financials are reviewed
  • Newly Designed Reports

22
23
Economic Slowdown Management Reporting Cont.
  • Updating Management Reporting
  • Report allows user to expanding the category down
    to the account level by clicking the arrow

23
24
Economic Slowdown Management Reporting Cont.
Department users download their report to Excel
to input Variance Explanations or Identify
Give-Back opportunities
24
25
Economic Slowdown Management Reporting Cont.
In addition, the department managers can sign-up
to receive a batch report automatically when we
load actual data every month
25
26
Where do did we go from there?
27
Where did we go from there?
  • Fiscal Year 2009 Process Change
  • Implement a Quarterly Commitment Scenario next
    to Plan to help us stay on budget for the year.
  • Commitment amount will be captured at a
    department total level.
  • Eliminate budget variances at the end of each
    quarter
  • Under budget depts. dollars will be reallocated
    to division top
  • Over spending will be carried forward to be
    offset by reallocations
  • Planning Business rules will automatically
    reallocate variances by dept into divisional
    placeholder

27
28
Where did we go from there?
  • Moving to a permanent change in budgeting
    forecasting for Fiscal Year 2009
  • Utilize web input form Smart View to capture
    Commitment amounts at a Quarter level. Budget
    reduction forms for adjustments to budget
  • The amount is a by department for all accounts.

28
29
Where did we go from there?
  • Moving to a permanent change in budgeting
    forecasting for Fiscal Year 2009
  • Smart View Option

29
30
Where did we go from there?
Divisional Review Template Used by Marketing,
Engineering and Corporate Function Division Tops
30
31
Where did we go from there?
Departmental Review Template Used by all
Department Managers in their divisional reviews
QTD Actual to Commitment
Monthly Actual to Plan (by Acct)
QTD Actual to Plan (by Acct)
31
32
Where do we go from here?
About PowerShow.com