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Upgrading to Hyperion Planning System 9.3 & Utilizing Hyperion in a Downturn Economy June 3rd, 2009. DENSO & Hyperion Topics. A little background about DENSO Upgrading to System 9.3 Utilizing Planning and Essbase during a downturn. 2. Background - DENSO in the Americas.

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slide1

Upgrading to Hyperion Planning System 9.3 & Utilizing Hyperion in a Downturn Economy

June 3rd, 2009

slide2

DENSO & Hyperion Topics

  • A little background about DENSO
  • Upgrading to System 9.3
  • Utilizing Planning and Essbase during a downturn

2

slide3

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: US$6.5 billion
  • Operating Income: US$247.4 million

As of March 31, 2007

U.S. dollar amounts have been translated from Japanese yen for convenience only at the rate of 118yen= US$1

Sales figures represent total sales by DENSO company locations, including sales between DENSO companies.

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slide4

Background - DENSO Products

CLIMATE

CONTROL

ENGINE

MANAGEMENT

DRIVING CONTROL

& SAFETY

BODY

ELECTRONICS

HYBRID VEHICLE

COMPONENTS

INFO. &

COMMUNICATIONS

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slide5

Background - Hyperion @ 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

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slide6

Background - Hyperion @ 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)

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slide8

Dept plan

Dept plan

Dept plan

Dept plan

ORACLE (wage)

JDE (FA)

JDE (P/L)

Summarize

OCEANS (std cost)

Manual calc

Manual calc

Manual calc

Create Plan P/L

Manual Collection of data

Plan Analysis

(return to each source file)

Follow-up Actual vs. Plan

(return to each source file)

Planning @ DENSO: Problem Solving

Why Planning? Escape from Excel (only) Hell

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slide10

Planning @ DENSO:Core Benefits

  • Data accuracy improvements from an increased amount of iterations that can be performed in a planning cycle
  • Calculation and consolidation consistency (removes the spreadsheet errors issue, manual consolidation)
  • Capability for monthly forecasting
  • Data integrity
  • Security
  • Versions (Working, Final, What-if’s) & Scenarios (Actual, Plan, Forecast)

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slide12

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

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slide13

Upgrading – Approval Process

  • ROI Worksheet – Identified Annual Savings and Spot (one-time future) savings

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slide14

Upgrading – Core Benefits

  • Five W’s & 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

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slide17

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

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slide19

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

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slide20

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

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slide21

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

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slide22

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

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slide23

Economic Slowdown: Management Reporting Cont.

Updating Management Reporting

  • Report allows user to expanding the category down to the account level by clicking the arrow

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slide24

Economic Slowdown: Management Reporting Cont.

Department users download their report to Excel to input Variance Explanations or Identify Give-Back opportunities:

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slide25

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

slide27

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

slide28

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

slide29

Where did we go from there?

Moving to a permanent change in budgeting & forecasting for Fiscal Year 2009:

  • Smart View Option:

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slide30

Plan – Commitment – Actual QTD

Actual to Plan - QTD

Where did we go from there?

Divisional Review Template – Used by Marketing, Engineering and Corporate Function Division Tops

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slide31

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)

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