Jones Lang LaSalle, a real estate and investment company, wanted a comprehensive planning, forecasting and reporting solution across the entire enterprise for 17,000 employees and 20,000 properties. Emtec implemented Oracle Hyperion Planning to centralize the allocation process and eliminate the labor-intensive use of Excel spreadsheets along with a customized PeopleSoft planning and forecasting application. View the full presentation at the Emtec Event Archive.

1. Customer Success Story: Workforce Planning at Jones
Lang Lasalle
Hyperion Performance & Business Analytics Networking Event
Dan Franceschina, Emtec
May 8, 2013

2. Emtec, Inc. Proprietary All rights reserved 2013.
Presentation Agenda
2
Introductions
Where we started
Application Functionality
Project Implementation
Where are we today and Enablers of Success

3. Emtec, Inc. Proprietary All rights reserved 2013.
Where we started - PeopleSoft
• Custom built planning module in PeopleSoft
–Employee planning function
–Revenue and Expense function
• Employee planning system had very basic functionalities
• Very manual and time consuming process to load revenue and expenses
–Created 200+ templates
–Sent templates out to business groups
–Returned finance templates were manually reviewed and loaded into PeopleSoft
• Ledger updated every 3 hours with employee data
• No currency conversion functionality
3

4. Emtec, Inc. Proprietary All rights reserved 2013.
Issues with the Current PeopleSoft Process
• Planning Inefficiencies
–Over 200+ planners submit plans to finance via Excel templates
–All planning correspondence with end users was manual
–About 60-70 percent of time spent loading and reconciling data as compared to 30-40 percent for
analysis and planning
–Overhead allocations took 1-2 days to run which required locking users out of the system – process is
run multiple time each planning cycle.
–Could only retrieve an updated P&L every three hours
4

5. Emtec, Inc. Proprietary All rights reserved 2013.
Issues with the Current PeopleSoft Process
• Compensations and Benefits Planning
• Allocating plan dollars to monthly periods is difficult – only allocation available was even,
process changed to work days
• Employee allocation took multiple hours to run – executed every three hours
–No workflow approval for employee transfers
–Unable to track employee transfers.
–Calculations were not flexible by line of business or country
• Merit Increases
• Benefits/Tax calculation
• Monthly Spreads
5

6. Emtec, Inc. Proprietary All rights reserved 2013.
Issues with the Current PeopleSoft Process
• System Linkages
• No What if Abilities
• Unable to approve budgets prior to loading into PeopleSoft
• No Versioning Capabilities
–No Audit controls
–Costly and time consuming to enhance and upgrade – highly customized
6

7. Emtec, Inc. Proprietary All rights reserved 2013.
Goals of the Project
• Efficiency and Functionality
–Streamline the budgeting/forecast process by using a robust budgeting and planning tool, thus
reduction of inefficiencies
–Comprehensive cohesive planning process
–Broker Cube for commission calculations
–Reduce manual processes and duplication of works to allow more time for analysis
–Ability to plan into local currency and dynamically translate to USD
–Flexible employee planning system
• Reporting and Analysis
–Better tracking of the budget numbers and versions.
–Gain an analysis tool in which users can easily slice/dice the data for dimensional reporting.
–Allow business unit partners outside of the Finance to access their respective reports without relying
on Finance to run the reports in nVision and delivering the output.
7

8. Emtec, Inc. Proprietary All rights reserved 2013.
Project Staffing - We had a dedicated “core” cross-
functional team
8
1 JLL
Technical
Resource
1 Project
Manager
3 Developers
(consultants)
Finance
Steering
Committee
= Part Time
= Full Time
Finance
SME’s
(25)
1 Part
time IT
Resource

9. View the full presentation at the Emtec Event Archive.
Interested in more?
Our website has the full
presentation, and others, from
the 6th Annual Oracle Hyperion
Performance Management &
Business Analytics Networking
Event