cima dublin miagen on fp&a best practices june '15
TRANSCRIPT
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New Thinking, New Possibilities, Cloud CPM
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T H E G L O B A L L E A D E R I N C L O U D B I & C P M
FP&A Best PracticesImprove your budget & forecast process
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Howard Kent - Chairperson
Teddy Murphy – CEO, MIAGEN
Tim Lee – Senior Consultant, MIAGEN
Today’s speakers
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Best Practices for Planning & Forecasting
Demonstration
Panel Discussion
Agenda
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Teddy Murphy – CEO, MIAGEN
Best Practices for Planning & Forecasting
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20 Years ago in Budgeting
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More than 90% of spreadsheets contain serious errors, while
more than 90% of spreadsheet users are convinced that their
models are error-free.
“”
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What has changed............• Systems - for everything
• Too much data - information overload
• Valuable information – but difficult to find
• Everyone's busy (silos) - doing what?
• More Change - decision making difficult
Today - 2015
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Crunch90%
Analysis10%
VS
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10 Years from today............• Algorithms, Artificial Intelligence, Integrated
• Global connectivity to relevant data, holistic
• Trust systems to produce valuable information
• CFO – Informed Decision Maker & Strategic Leader
• Agile Organisation – Decision Making easier
The Future
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The Current State of PlanningTime, Effort, Integrity
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What Finance is Saying:Process and Tech Priorities
Ongoing monitoring
Quality of data
Reducing operating costs
Enterprise-wide view
Product and customer profitability
Sharing relevant information
Decision making
8%
9%
9%
11%
11%
13%
16%
GRC
Reconciliations
Cloud computing
Workflow
ERP
Business analytics
3%
2%
16%
17%
23%
35%
8%
11%
8%
11%
18%
29%
8%
10%
10%
18%
24%
14%
Ranked 1st Ranked 2nd Ranked 3rd
Process Improvement Technology Priorities
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Organizations that don’t put analytics at the core of their business are not going to survive.
“”
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Where Next? Not Legacy
Powerful Features
o Very Expensive
o Highly Complex
o Slow to Deploy
o Hard to Use
o IT-Intensive
Easy to Use
o Manual / Slow
o Error Prone
o Non-Collaborative
o Doesn’t Scale
o Not Secure
LEGACY ENTERPRISE
LOW-END TOOLS
CLOUD SOLUTIONS
Powerful FeaturesEasy to UseQuick to DeployNo IT RequiredCollaborativeScalableContinuous Innovation
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Transforming CPM with the Cloud
Powerful Features
o Very Expensive
o Highly Complex
o Slow to Deploy
o Hard to Use
o IT-Intensive
Easy to Use
o Manual / Slow
o Error Prone
o Non-Collaborative
o Doesn’t Scale
o Not Secure
LEGACY ENTERPRISE
LOW-END TOOLS
CLOUD SOLUTIONS
What do They Offer?
Powerful FeaturesEasy to UseQuick to DeployNo IT RequiredCollaborativeScalableContinuous Innovation
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Finance Looks to the Cloud
Source: Forrsights Software Survey, Q4, 2013Base: 1,417 enterprise and SMB companies
Opex no Capex
Low cost
Ease of updates
Quicker innovation
Reallocate resources
Speed of delivery
Improved agility
57%
67%
69%
68%
69%
72%
75%
Agilityand
Speed
Cost
“How important were the following benefits in your firm's decision to use SaaS?”
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Role of Finance – Where Are You?
TransactionManagement
Annual budgeting
Financial accounting
Controlling the Business
Variance reporting
Tax, audit, treasury
Planning & Analysis
Rolling forecasts Performance
management Analysis of drivers
Integrated Functional Excellence
Enterprise-wide collaboration Empowering business units to
self serve analysis Predictive, ‘what if’ planning
AccountantsDominated by complex systems and detail
1
Process ManagersFocus on improved reporting and minimising risk
2
Business PartnersDecision support
Provides sound financial analysis
3
Business LeadersIntegral part of management
Creates value by providing information and analysis for operating and strategic decisions
4
Stage
Key Capabilities
Expectations have increased for finance organisations
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Best Practice #1Automate KPIs, Dashboards, Scorecards
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Spend LESS time collecting the data and MORE time analysing itAutomate real-time integration of data from any systemVisualise your metrics for instant understanding and new insight
Integrate pipeline and actual sales data from CRM and other systemsAnalyse both Financial and Non-Financial DataProduce timely reporting and analysis, including what-if scenarios
Automate KPIs, Dashboards, & Scorecards
2 MthReturn on
Investment
25+Offices & Mines
Using
$3BFleet EquipMonitored
200Users
$7B 2KRevenue Employees
Mining & Construction
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Designed well they can convey broader meaning from a much wider range of data than is possible in any report
The same dashboard can satisfy the demands of more user types, so it is efficient as well as effective
Its crucial that Users can create and revise dashboards and KPIs as this makes the data timely and relevant
Why are Automated Dashboards Important?
It’s much easier. Adaptive houses data across all platforms – headcount, unit sales, revenues. Now, managers can view and create their own reports, as well as collaborate across the organisation.
Christopher RealeCFO
“ “
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Best Practice #2Make Driver-Based Plans You Can Drill & Flex
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Two components to building a Driver-Based PlanVolume x Price amounts remain discrete and discoverablePersistent volume and price connections and relationships in a
logically linked hierarchy between various departmentsA plan should not be built on the basis of attempting to mimic the
actual transactions, but is there to model the outcome of those transactions
A good Driver-Based Plan will allow people to ask meaningful questions relating to the operational assumptionsWere there more average units per transaction?Were there more sales trips than planned?
What is a Driver-Based Plan?
Being able to create various hiring scenarios to see the impact on the bottom line has been a huge advantage for us.
Ethan CarlsonVP Finance
“ “
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Benefits of Driver - Based Plans:
– Increased Accuracy
– Reduced cycle time
– Limited interpretation
– Improved collaboration ( same language as business owners )
– Aligned with business strategy
Key Prerequisites
– Identify and manage true business drivers
– Focus on business activities – not financials
– Include key non-financial drivers
Driver - Based Planning Benefits
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Focus on what drives your business
Vary the outcome of plans by flexing drivers to create scenarios
Drill-down from KPIs to transactions & drill-across dimensions to get to root causes when comparing plans to actuals
Conduct on-the-spot what-if analysisReconcile revenue (demand-based) with cost (supply-based) inputs
Use multi - dimensional analytical capabilities to full advantage to extract maximum understanding
Driver-Based Plans You Can Drill & Flex
“Simplicity is the ultimate sophistication” – Leonardo da Vinci
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• Complex business• Huge Excel based model• In high growth
Ramsay Healthcare - Problem
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• Determined drivers and connected to market demand
• Process for validating the drivers• Created dynamic planning & better focus
Ramsay Healthcare - Approach
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• Can instantly react to changing conditions
• More relevant information for decision making
• Finance team can now add value to the business
Ramsay Healthcare - Result
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Best Practice #3Use Rolling Forecasts
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64% of annual targets are obsolete in 4-6
months
Beyond Budgeting Roundtable
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Actual FcstActual Fcst Fcst Fcst Fcst Fcst Fcst Fcst Fcst Fcst
Actual Actual Fcst Fcst Fcst Fcst Fcst Fcst FcstActual Actual Actual
Actual Actual Fcst Fcst FcstActual Actual Actual Actual Actual Actual Actual
End
of
Year
Forecasting to a Fixed Point
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Actuals
1st Review
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
Annual Plan x+1
Year x Year x+1
2nd Review
3rd Review
4th Review
Forecast
Migrate from annual budgets to 5-quarter rolling forecasts
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Plans should NEVER be out of dateFrequently import actuals and plan with drivers to re-forecast quicklyGet everyone on the same page – integrated actuals & forecasts
Combine financial and operational data Access to forecast models available on-demandDrill down to variances across any dimension
Rolling Forecasts
Wanted the ability to conduct rolling forecasts and to re-forecast benefits for union employees as contracts changed during the course of the fiscal year.
Gwen HendricksonDirector of Finance
“ “
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• The budget had become obsolete• Error prone Excel templates• Inefficient and very slow process
DHL - Problem
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• Focus on Agility• Use technology where possible• Finance focus on assisting business
DHL - Approach
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• Rolling Forecasts based on Actuals & KPI’s
• Finance validate and interpret• Faster, better, unified approach
DHL - Result
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Best Practice #4Enable Self-Service, On-Demand Culture
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Put business users in DRIVER’S SEAT with tools to analyse their own data
Enable users to write their own reports and build dashboardsProvide a planning environment that is available anywhere globally
in an always updated stateProvide easy-to-use interfaces that require minimal training Reduce strain on finance/IT organisations
Self-Service, On-Demand Culture
Adaptive Planning allows us to easily and affordably manage our international operations planning process while at the same time satisfy our corporate systems architecture.
Betty ZawadaInternational Finance Manager
“ “
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Best Practice #5Drive Enterprise-Wide Collaboration
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Direct involvement of line managers drives ACCOUNTABILITY for results – Planning should not just be done by the FP & A team
Need an easy-to-use application so that all managers can participate
Alerts, messaging & annotations enable collaborative communication on key issues
Process management workflow binds the whole task together enabling Planning Managers to drive the people and the process
Enterprise-Wide Collaboration
People who never participated in the planning process before are now creating their own budgets, which greatly increases their financial accountability.
Jeffrey ChalmersCorporate Controller
“ “
Accountability
With 25 participants in the budget process, the level of access to information, transparency and collaboration has increased substantially. It builds confidence between stakeholders and the finance team.
Mark PowersSr. Finance Mgr
“
“
Empowerment
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Etihad
• Etihad 2012 - 10 people Finance
• Etihad 2013 - 300 people Worldwide
• Finance became consultants
Etihad Airways - Problem
• Many different data sources• Scenario planning - difficult and time consuming
• Too much time spent gathering, validating and reporting
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Etihad
• Etihad 2012 - 10 people Finance
• Etihad 2013 - 300 people Worldwide
• Finance became consultants
Etihad Airways - Approach
• Connected all areas of the organisation
• Assigned plan responsibility• Moved from Cost Centre to Profit Centre planning
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Etihad
• Etihad 2012 - 10 people Finance
• Etihad 2013 - 300 people Worldwide
• Finance became consultants
Etihad Airways - Result
• What once took 3 months is now a fluid process
• Can now answer queries and demands from management quickly and efficiently
• Far more dynamic and agile organisation
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Who are Adaptive Insights?
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+2,200customer
s 200+
partners
50%+growth
85countries
#1 share
Our cloud business analytics platform empowers management teams to transform their planning, reporting, consolidations
and analysis – improving productivity, costs & decisions.
THE GLOBAL LEADER IN CLOUD BI & CPM
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Ireland / UK Customers
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Disrupting the Market via the Cloud
Powerful Features
o Very Expensive
o Highly Complex
o Slow to Deploy
o Hard to Use
o IT-Intensive
Easy to Use
o Manual / Slow
o Error Prone
o Non-Collaborative
o Doesn’t Scale
o Not Secure
LEGACY ENTERPRISE
LOW-END TOOLS
CLOUD SOLUTIONS
Powerful FeaturesEasy to UseQuick to DeployNo IT RequiredCollaborativeScalableContinuous Innovation
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Complete Modern FP&A Suite
360o view of business performance – past, present & future
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One Suite also means One Product
Robust budgeting, forecasting & reporting
Complete solution for consolidations & reporting
Visualisation & analysis of any data from any system
Analyse the Past, Manage the Present, Forecast the FutureIn the Same Product
AdaptivePlanning
Adaptive Consolidation
Adaptive Discovery
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Sources: BPM Partners Pulse Customer Survey, Gartner 2013 CPM Study, Nucleus June 2013 Value Matrix, Forester 2013 Wave
First IN SATISFACTION AMONG COMPREHENSIVE CPM
& BI VENDORS
Usability Drives Success
FirstIN USER
EXPERIENCE
“A HIGH LEVEL OF CUSTOMER SATISFACTION”
FirstIN CUSTOMER EXPERIENCE
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Who are MIAGEN?
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CLOUD SOLUTIONS
Powerful FeaturesEasy to UseQuick to DeployNo IT RequiredCollaborativeScalableContinuous Innovation
Forecasting, Planning & AnalysisEst. 2003
Dublin London Abu Dhabi
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CLOUD SOLUTIONS
Powerful FeaturesEasy to UseQuick to DeployNo IT RequiredCollaborativeScalableContinuous Innovation
Our Mission
To Enable Better Decision Making
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CLOUD SOLUTIONS
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Crunch10%
Analysis90%
VS
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