Infor 10 cpm presentation

Make Better Decisions Faster
Dr. Kitipan Kitbamroong,
Director, Sherwood Group Consulting
www.shernox.com

Information Management for the Modern CFO

Planning Analytics & BI
 Business plans  Performance against plan
 Budgeting  Opportunity analysis
 Forecasting  Information requests
 Business case evaluation

Company
Strategy

Reporting Managing Risk
 Internal accountability  Access to information
 External bodies  Segregation of duties
 Country-specific  Audit costs
requirements  Scenario planning

2 Copyright © 2011 Infor. All rights reserved.

The Planning Perspective – Challenges

Takes too long to complete budgeting and/or forecasting cycles
Planning processes are cumbersome, inefficient, and often manual
Closing the books and reporting takes too long
Difficulty getting buy-in from key stakeholders
Too much time is spent on gathering data, not enough on analyzing it
Different spreadsheets that aren‘t centralized or controlled


Budgeting And Forecasting Are Time
Consuming At The Majority of Companies

Source: Financial Planning: Realizing the Value of Budgeting and Forecasting, 2011


Forecasting Accuracy is a Challenge


Need to Tie Planning to Execution

Loose linkage between strategies and budgets/operational plans

Forecasts and plans don‘t consistently match actual performance

Require more collaborative and enhanced planning processes


Budgeting & Planning Best Practices

1. Make planning part of the fabric of your business
2. Link strategic initiatives to financial budgets & plans
3. Ensure you have collaboration on plans enterprise-wide
4. Implement a rolling planning process to ensure plans are
timely and accurate
5. Ensure you do both top-down and bottom-up planning
6. Keep pace with business change
7. Base plans on the key factors that drive your business
8. Integrate your budgeting, forecasting, strategic planning,
financial consolidation, reporting and analysis


Value of Performance Management Solutions

 Time to decision in best in class
companies has decreased 23% over
the past year as opposed to a 2%
decrease for others
 Best in class organizations are 54%
more likely to update plans/forecasts
on a monthly basis, than all other
organizations
 Operating profit margin was17% for
best in class organizations vs. 14%
for all other organizations


Universal Studios Hollywood

 Challenges
 Weren't able to perform some of the critical
PROFILE tasks like category and channel management,
labor scheduling optimization, and providing
on-demand visibility into KPIs
Media and entertainment
 Spreadsheet-based budgeting and reporting
Theme park operations system couldn‘t handle the rising demand for
financial and operational analysis as the
Subsidiary of NBC Universal
business grew

 Results
 Reduced budgeting cycle by 50%
 Real-time visibility into both leading and
lagging KPIs, as well as detailed category and
sales channel penetration
 Scenario-enabled modeling with detail on both
risk management and variance analysis


Common Customer Challenges

 Difficulties using spreadsheets to plan & report the business
 Closing the books and reporting takes too long
 Need a flexible system to pull all financial information together,
in a timely manner to meet management and regulatory
reporting requirements
 Require more operational buy-in and enhanced planning
processes
 Need to reduce time and effort involved with budgeting and/or
forecasting cycles
 Loose linkage between strategies and budgets/operational
plans
 Too much time is spent on gathering budget/forecast data and
not enough on analyzing the information
 Forecasts and plans don‘t consistently match to actual
performance
 Difficult to do what-if and/or rolling planning
Take a look and replace Common Challenges with your Specific ones
your will find many the same

Infor10 Corporate Performance Management

Data Closed-Loop Management
Management Performance Management Reporting &Analysis

Web
ERP
Strategy Views

Planning Excel
Financials
Views
Budgeting
Workflow
CRM
Forecasting Approvals

ION &
Consolidation Exception
Business Security Structure Web
Rules
Vault
Cubes Databases
Other Text
Data
ION & Business Comments
VaultSources


Infor10 Workspace
In-context BI | Collaboration | Mash-ups | Activity Streams | Pulse | Search | Experience | Security

Budgeting & Forecasting Reporting & Analysis Financial Consolidation

Zero based, historical, rolling and other Multi-reporting capabilities - management, Legal/statutory consolidation
planning processes legal entity, business segments, tax & other
Multi-reporting & multi-entity consolidations
Collection, tracking, and approval process reporting
(corporate/local GAAP, IFRS, etc.)
Employee, assets, ad-hoc detail budgets Financial & operational reports, KPIs,
Ownership/ Inter-company eliminations
and forecasts scorecards, dashboards & other information
XBRL reporting
Trend analysis and predictions End-user ad-hoc analysis, drill- down, drill-
back Audit reports and controls
Scenario planning and version tracking
Present information in multiple formats (web, Currency translation gains/losses
Currency translations
Excel, PDF, etc.) Loading, workflow and approval process

Strategic Planning Infor Extended Business
Planning
Solutions
Develop strategic plans Driver based business modeling Business Intelligence
Link strategies to operational plans Set high level business targets Expense Management
Measure and monitor strategic initiatives by
―What if‖ scenario planning Continuous Control Monitoring
sponsor, business unit and other ways
Approval processes ERP
Supports multiple methodologies including:
Currency modeling Core Financials
Six Sigma, Economic Value Added (EVA),
Balanced Scorecard and Hoshin Allocation rules HCM
Others

ESB | Integration | BPM | BI | Business Vault | MDM | Extensibility | Mobile | Cloud

Infor10 ION Services Platform

Infor CPM – Greif Systems

Challenges
PROFILE
 Handling growth by acquisition strategy
 Global business reporting & analysis
 Leading industrial packaging  Need enhanced budgeting/planning capabilities
product and services  More back-office standardization and
company centralized processing
 Company involved in  Need to reduce costs and business complexity
industrial packaging since
 Simplify financial consolidation process
1877
 $3.5B net sales for FY‘10 &
Infor Solution Overview
publically traded company
 Infor CPM Budgeting, Planning, Financial
 More than 200 operating Consolidation, Reporting & Analysis
locations in over 50  Consolidation & Financial Reporting is a
countries Oracle/Hyperion replacement
 More than 12,000  Customer also replaced home grown expense
employees management system with Infor XM


Infor CPM – Gordon Food Service

PROFILE Solution Overview
 Infor CPM Budgeting, Forecasting, Financial
Consolidation and Management Reporting & Analysis
 North America's largest  Leverage Lawson GL and Core Financials
family-owned broadline  650 Infor CPM Budgeting, Planning & Reporting users
foodservice distributor across US and Canadian Business Units
 $7B in annual revenues  Management team leverages CPM for reporting &
analysis
 In the food business 100+
years.  Infor CPM for Financial Reporting & Consolidations
for US and Canadian Businesses
 CPM help customer manage its complex financial
data in the most efficient way
Gordon Food Service is committed to
growing both today and in the future.
We actively manage today's business Results
by constantly measuring ourselves  Easy financial data loading to Infor CPM for
against targeted key performance consolidation, analysis, and reporting
metrics….We pursue tomorrow's
success via disciplined strategic and  Web-based access to one source of global numbers
financial planning.  Ability to slice and dice data and perform
- From Gordon Web Site (Deb 2011) multicurrency accounting
 Significant improvement in overall accountability


Infor CPM/BI – BAE Systems

 Challenges
PROFILE  Need for increased visibility and ‗one version of the
truth‘. Difficult because of reliance on spreadsheets
 Global defense and security and separate systems.
company.  Multi-currency and statutory reporting
 Sales of more than $34 billion in  Solution that would minimize disruption and risk to the
2010 business
 Customers in over 100 countries  The need for more transparency and ability to drill-
down into sales, cash, inventory variances, product
line profitability and other key business information.
―With tighter budgets and greater
demands from defense customers  Need for enhanced management reporting and ability
around the world, our business is facing to deliver information direct to managers in the format
significant challenges but also a range of and depth required to enable timely, accurate decision
exciting opportunities in all our making.
markets… supported by Infor10, this
transformation program will drive our
competitiveness and ensure BAE
 Solution Overview
Systems MAI is more efficient and  Infor10 CPM Budgeting, Financial Consolidation,
responsive to market conditions.‖ Reporting & Analysis
 Solution includes Infor10 ION BI, Infor ERP LN,
- Adrian Fallows, head of strategic Infor10 ION, Infor Barcode, Infor Supply Web and
business systems, BAE Systems MAI other Infor Solutions


Infor CPM Customers

Hospitality & Financial Oil & Gas Retail, Wholesale
Healthcare Manufacturing
Entertainment Services & Utilities & Distribution

Note: Customers are not a comprehensive list of companies or industries

Infor10 CPM – Budgeting & Forecasting

Zero based, historical, rolling and other
planning processes ―As soon as the budget system is closed for input, we
produce an actionable P&L statement within hours.
Collection, tracking & approval process The critical bottom-line benefits for us resulting from
Employee, assets, ad-hoc detail budgets using Infor FPM are improved financial accountability
and enhanced business performance. Everyone from
and forecasts top management down is happy with the process and
Trend analysis and predictions the results.‖
- Marlena Ward, VP Financial Planning
Scenario planning and version tracking Dana-Farber
Currency translations

Infor10 CPM – Reporting & Analysis

Multi-reporting capabilities - management, legal
―On-demand reporting gives our
entity, business segments, tax & other reporting department managers the information
Financial & operational reports, KPIs, scorecards, they need to make the right decisions.
Now they can see when to make
dashboards & other information course corrections—before small
End-user ad-hoc analysis problems turn into big ones.‖
- Cathy Kellers, Assistant Controller,
Present information in multiple formats (web, Foxwoods Resort & Casino
Excel, PDF, etc.)


Infor10 CPM - Financial Consolidation

Legal/statutory consolidation
Multi-reporting & multi-entity consolidations
(corporate/local GAAP, IFRS, etc.)
Ownership/ Inter-company eliminations
XBRL reporting
Audit reports and controls
Currency translation gains/losses
Loading, workflow and approval process

―The consolidation process takes much less time
and effort … and provides tremendous help to users
everywhere to get financial data in a timely way."
- Larry Johnson, Senior Finance Director for
Global Operations & Reporting
World Vision


Infor10 CPM – Strategic Planning

Strategic
Planning Cycle

Develop strategic plans "All too often we see companies budgeting back-to-front
Link strategies to operational plans deciding what activities they can afford to do against the
budget. Instead we have taken our corporate strategy
Measure and monitor strategic and developed clearly defined operational plans and
initiatives by sponsor, business unit individual targets. We then set the budget to finance
and other ways these activities. As a result we have an effective
collaborative budgeting process which resources the
Supports multiple methodologies: Six plans that meet our strategic goal.―
Sigma, Economic Value Added (EVA), - Callie Masson, CFO, Professional Provident Society
Balanced Scorecard, Hoshin & others

Infor10 CPM - Planning

Planning Cycle

―We needed a planning tool to create individual
Driver based business modeling financial store plans with online contributions from our
Set high level business targets field-based Operations teams. We are able to quickly
update plans as business needs change and model
―What if‖ scenario planning multiple scenarios to achieve key strategies. Infor
Approval processes FPM allows fast and easy scenario modeling which
will save us considerable amounts of time.‖
Currency modeling - Paul Brannan, Planning Manager
Allocation rules KFC Great Britain


Infor CPM – “Hot” Vendor in Analyst Evaluation

Infor CPM receives a top 3 ―Hot‖ vendor
rating from Ventana Research

Source: The Ventana Research Value Index: Financial
Performance Management, November 2010


Summary of Business Value Customers
Have Received from Infor CPM
“We reduced our end-of-month close “We improved our close
process from 100 hours to 3 hours.” process from over five
days to a „virtual close‟
in less than 2 days.”

“We now measure
performance, at the
manager level, against “We reduced our
the strategic plan.” forecasting process
from 13 days to 4 days.”

“We reduced our “We reduced the time to
budgeting cycle report key information
by 50%.” from the subsidiaries to
less than one day.”

“We became 95% more efficient in
producing product line P&L forecasts.”

What to do next …..

Business in Thailand is changing fast and is
becoming uncertain again in world economies.
So we all need good ways to control and move
with it very fast
When you leave this meeting consider
 How Infor10 CPM can lift your issues into focus fast to let you
concentrate priorities. (Sherwood Mosaic Metaphor)
 How for a small investment to kick off it give you a big bang
for your buck quickly with a big capability to do so much more.
 Talk to us about how we can do a fast track fast start for value
to say get your budgets done this year. (E.g. to do it faster you
can even use our servers until you are ready)
 And if it is just sensible view of your data to model your costs
you want, we can help to link it to our BI / tools

Thank you & questions

Thank you
&
Your questions
are welcome

Resume Kitipan Kitbamroong Phd

 Graduated with Ph D (Chemical Engineering)
 Director Sherwood Consulting Group
 Founder and Director Benox Company Limited
 Effective in – English and Thai language communities
 Experienced Corporate and business process solutions
consultant in Thailand and aboard
 Hands on expert advisor and lead in Infor 10 CPM
solutions
 Participation in thought leader programs for better
business

Infor 10 cpm presentation

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