sppgearmc consulting peoplesoft solutions consulting peoplesoft solutions peoplesoft epm v9.0...

SpearMC Consultingp gPeopleSoft Solutions

PeopleSoft EPM v9.0

Product Review andRelease Highlightsg g

Agenda

I. Introduction

II EPM v9 0 Release OverviewII. EPM v9.0 Release Overview

III. EPM Trends

IV EPM v8 9 to v9 0 OverviewIV. EPM v8.9 to v9.0 Overview

V. EPM v9.0 Enhancements

VI EPM v9 0 Planning and BudgetingVI. EPM v9.0 Planning and Budgeting

VII. EPM v9.0 Global Consolidations

VIII Additi l EPM P d t d S l tiVIII. Additional EPM Products and Solutions

2© 2007 – SpearMC Consulting© 2007 – SpearMC Consulting

Introduction

• Who is SpearMC?– SpearMC is a full-service ERP consulting and technology services

company with offices in San Francisco and Chicago. – SpearMC PeopleSoft Solutions focuses only on Financial applications.– Founded in 2001 by ex-Big 4 professionals with a passion for

t h l d fi i l ltitechnology and financial consulting.

• PeopleSoft Service Offerings– Financial Application Upgrades, Enhancements, Implementations.– EPM-Budgets, Consolidations and Enterprise Warehouse.– Technical Integration, Workflow, Reporting.– Training and On-going Support.– PeopleSoft-based Project Management Office Templates.


EPM v9.0 Release Overview

• Released in late Summer 2006 – Bundles have been consistently released since September 2006

R l N t I l t ti G id d HW/SW R il bl– Release Notes, Implementation Guide, and HW/SW Reqs now available on Customer Connection

http://www4.peoplesoft.com/contdoc.nsf/PPLs?ReadForm&Start=1&Count=30&Expand=2.10.4

• v9.0 Enhancement Areas– Planning and Budgeting

G C– Global Consolidations– HCM Warehouse– Campus Solutions Warehouse (Higher Education)


EPM Trends

• Resurgence of interest in data quality and information access

• Vendor consolidation is driving interest in larger, more stable vendors

• Increasing alignment and integration of EPM applications with BI software

• EPM moving beyond Finance to incorporate the entire enterprise

• EPM components will evolve to include increasing levels of business domain awareness,

both horizontal and vertical

• Increasingly, the proof of EPM capability will depend upon the "out-of-box" integration g y p p y p p g

between operational, planning, and strategic applications, rather than the depth of each

separate application area

V lid ti f "O l Th I f ti C "• Validation of "Oracle, The Information Company" message

• Regulatory and Compliance pressures demand better BI/EPM

• Increasing interest in OLAP in the database Oracle leads with IBM and Microsoft following


g g

• Cognos reports record revenues based on targeting Oracle/ PeopleSoft customers

EPM Functional Overview

• Enterprise Performance Management is a central repository for all reporting and analytics needs across an enterprise

• EPM supports multiple data sources including Finance SCM HR• EPM supports multiple data sources including Finance, SCM, HR, Campus Solutions, and CRM

• EPM Foundation provides the tools necessary to gather data from transactional, legacy, and external data sources, stage, store, and g y genrich that data, and make the information available for analysis

• Analytic modules include:– Planning and Budgeting– Scorecard– Global Consolidations– Activity Based Management


EPM Functional Overview (Cont’d)

• EPM v8.9/v9.0 Architecture– Operational Warehouse –

Two sections including theTwo sections including the OWS and OWE

– Multidimensional Warehouse – Includes the OBIEE – Siebal Analytics

Discoverer Reports

MDW• New to v9.0

– OBIEE – Siebel Analytics– Sample Oracle Discoverer

Reports– Additional Warehouse

S l tiSolutionsNormalized Data Format Denormalized Data Format



• EPM v8.9/v9.0 ETL Process– Data is extracted from the

OBIEE – Siebal AnalyticsDiscoverer Reports

source systems, such as FSCM or HCM and loaded into the OWS using delivered Ascentialusing delivered Ascential ETL maps

– Delivered ETL Maps also extract, transform, and load data into the OWE and MDW

– Ascential Maps contain error validation and

Normalized Data Format Denormalized Data Format

error validation and referential integrity checks

– Load Incrementally or


yDestructively


• EPM v8.9/v9.0 ETL Maps– Based on scope many ETL delivery strategies are available based onBased on scope many ETL delivery strategies are available based on

delivered Ascential Datastage 7.5 maps• Source to OWS• Source to MDW• Source to MDW• OWS to OWE• OWS to MDW• OWE to MDW


EPM v9.0 Key Enhancement Areas

• Planning and Budgeting• Global Consolidations• Global Consolidations• HCM Warehouse

C S l ti W h• Campus Solutions Warehouse


Release Overview – EPM Planning and Budgeting v9.0

• Balance Sheet Planning & Cash Flow Analysis

• Improved Usability and Lower Cost of Ownership

• Enhanced user security

• Integrating Workforce Rewards


Balance Sheet and Cash Flow Analysis Description

• Starting Balance Budget Period– A new Budget Period called ‘Starting Balance’ added to g g

time hierarchy– Drivers

• Analysis Reports• Analysis Reports– Display either budget period activity or ending balance

amounts• Enhanced Flexible Formula Functionality

– Total-to-date– Summary-total-to-dateSummary total to date– Starting balance data


Balance Sheet and Cash Flow Analysis


Balance Sheet and Cash Flow Analysis Benefits

• Extends the Planning solution– Provides for storing Starting Balance data and making that

information available for a variety of new solutions• Integrated modeling

– Flexible formula enhancements including modeling StartingFlexible formula enhancements including modeling Starting Budget Period, Period-to-date and Life-to-Date functions

• Analysis of Balance Sheet activityC t P&B d l t i t t B l Sh t– Create P&B models to see impacts to Balance Sheet

– Budget Period Activity, sources and uses of Cash


Balance Sheet and Cash Flow Analysis Setup


Improved Usability and Lower Cost of Ownership

• Data Entry Grid– Freeze Panes– Fewer clicks– Contextual data

• Enhancements to the Spreadsheet Add-in• Enhancements to the Spreadsheet Add-in– Multi-user enhancements– Notes– Deployment

• Copy Flexible formulas within a P&B model across Scenariosacross Scenarios


Improved Usability and Lower Cost of Ownership Benefits

• Improve usability– See data in context of dimensions and other relevant fields– Less formula maintenance

• Reduce end-user trainingLess pages view more Budget Periods in single page– Less pages , view more Budget Periods in single page

– Less opportunity for user error• Increase end–user acceptance

– Familiar Excel environment– Easy for IT to deploy


Improved Usability and Lower Cost of Ownership Setup


Enhanced User Security

• Security on Additional Dimensions– Secondary Security Groups

• Read-only access to selected dimension membersmembers

• Leverage Enterprise Warehouse Security


Secondary Security Groups


Read Only Access


Enhanced User Security


Integrating Workforce Rewards

• Position Budgeting in Planning & Budgeting can now have multiple sources– Human Capital Management (HCM)– Workforce Rewards (WFR)– Previous Position Budget

• Integration leverages the existing HCM i t f l d d b P itiinterfaces already used by Position Budgeting


Integrating Workforce Rewards


Integrating Workforce Rewards (Cont.)

• WFR Data that integrates with Position Budgeting– Headcount / Full-Time Equivalent (FTE)

Employee Information– Employee Information• Name; emplid; empl status; Business Unit; job; job code; location;

full-part time; standard hours, etc.– Salary Information:– Salary Information:

• Annual Salary; compensation/earnings ID; pay frequency; amount; currency code

– Benefits Information:Benefits Information:• Benefits Plan type; employer amount

– NOTE: Tax information will be calculated in Position BudgetingNOTE: Tax information will be calculated in Position Budgeting


Integrating Workforce Rewards Benefits

• Perform detailed Position Budgeting on a ‘proposed’ workforce– Not limited to Budgeting to existing Positions / employees– What-if scenarios, strategic alignment– Compare current to proposed workforceCompare current to proposed workforce

• Increase …– Number of what-if scenarios– Possible outcomes for comparison

• Improve …– Strategic AlignmentStrategic Alignment


Integrating Workforce Rewards Setup


Summaryy

© 2007 – SpearMC Consulting

EPM Planning & Budgeting v9.0 Summary

• P&B v9.0 builds on the configurability and flexibility introduced in Release v8.9 with:y– More budgeting methodologies:

• Balance Sheet driven Budgeting ProcessesW kf d i B d ti P• Workforce driven Budgeting Processes

– Superior Ownership Experience• End User interaction

– Greater buy-in, less training, easier to use• IT deployment

– Spreadsheet Add-inp• Coordinator, model maintenance

– Leverage EW security, copy formulas• Extended data privacy


p y

Release Overview - v9.0 Expanded Audit and Compliance

• One click drill down from Consolidation Audit to General Ledger InquirySeamless Integration with General Ledger

• One-click drill down from Consolidation Audit to General Ledger Inquiry• Transform Chart Of Accounts from corporate to local values when

publishing consolidation entries back to General Ledger

• Ownership Inquiry provides complete listing of a parent’s subsidiaries• Both direct and indirect ownership is exposed, including a complete

Improved Visibility into the Organizational Structure

glineage of indirectly owned subsidiaries

SQ ’More Reporting and Control Options

• Improved online inquiries and SQR’s • New sample nVision report• Integration with Oracle Discoverer• New diagnostics for Internal Controls Enforcer


g

Drill Down to PeopleSoft General Ledger Description

• Global Consolidation users now have the ability to drill to PeopleSoft General Ledger which providesdrill to PeopleSoft General Ledger which provides enhanced visibility into source ledger balances.


Drill Down to PeopleSoft General Ledger Benefits

– Seamless integration with PeopleSoft GL Ledger Inquiry– Increased visibility into source balances originating fromIncreased visibility into source balances originating from

PeopleSoft General Ledger


Drill to GL Setup

Each source system has its own definition

Driill to GLuses Single Signon


Drill to GL Consolidation Audit

Once you have drilled to the Source Ledger amounts in the Consolidation Audit…

…click the Drill to GL link to go to the GL Ledger Inquiry


Drill to GL – GL Ledger Inquiry

A new window is opened for the GL Ledger Inquiry

Just click search to continue – all of the criteria is pre-populated from the Consolidation Audit


Reverse Mapping for Journal Publish Description

• Global Consolidations provides the ability to reverse map the chart of accounts or anyreverse map the chart of accounts or any dimension to its original source for journal publishing.p g


Reverse Mapping for Journal Publish Benefits

• Journal publish in the original chart of accounts and/or dimensionsand/or dimensions.


Journal Publish Rule

Integrated with DataMapper


Data Mapper Group

Rule sets byRule sets by business unit


Increased Visibility into yOrganization Structure


Increased Visibility into Organization Structure Description

• Global Consolidations provides a listing of an organization’s subsidiaries via a new ownershiporganization s subsidiaries via a new ownership inquiry. The inquiry displays the ownership percentages of a parent and its direct and indirect p g psubsidiaries.


Increased Visibility into Organization Structure Benefits

• Increased visibility into the organization structure for both direct and indirect ownership percentagesfor both direct and indirect ownership percentages.


Setup and Processp


Ownership Rule Setup

Ownership percentages established by subsidiary.


established by subsidiary. Same as in release v8.9.

Running the Ownership Inquiry Preparation


Ownership Inquiry Parameters


Ownership Inquiry - SummaryInquiry shows all

subsidiaries for a parent; use tree to change parent

Link to Ownership Rule

Link to Ownership Detail


Ownership Inquiry - Details

E h i diff t th f W ld t M i


Each sequence is a different path from World to Mexico

Additional Financial Reporting


Additional Financial Reporting Description

• Global Consolidations provides enhanced online and reporting capabilities as well asonline and reporting capabilities as well as report samples on different reporting technologies.– Enhancements to Variance Inquiry– Enhancements to SQR delivered reports– Sample Flow Template report through PeopleSoft

nVision– Sample Trial Balance through Oracle DiscovererSample Trial Balance through Oracle Discoverer


Additional Financial Reporting Benefits

• Increased reporting capabilities for reviewing and auditing consolidated amountsauditing consolidated amounts.


Setup and Processp


Variance Inquiry Parameters

Inquiry now supports range of periods

Now you can exclude zero value rows

You can specify default preferences.


Default Inquiry Preferences

Specify default for frequently used inquiry preferences


Variance InquiryFrom and To Periods


SQR Reporting Enhancements

Enhanced options for report


filters

PeopleSoft nVision Fixed Asset Flow Template Report


Oracle Discoverer Trial Balance


Internal Controls Diagnostics


Internal Controls Diagnostics Description

• Global Consolidations provides diagnostic queries on key system controls.y y– Consolidation Model Changes– Access to Correction Mode– Access to Lock and Unlock periods– Ownership Rule Changes

S f D ti J l E t /A l– Seg of Duties – Journal Entry/Approval– Seg of Duties – Setup/Processing


Internal Controls Diagnostics Benefits

• Integration with PeopleSoft Internal Controls Enforcer as well as the ability to monitor changes toEnforcer as well as the ability to monitor changes to system controls.


Internal Controls Diagnostics

Delivered with Enforcer v9.0Delivered with Enforcer v9.0

Delivered with Consolidations


Consolidations v9.0

Summaryy


New Features for EPM Global Consolidations v9.0 Summary

• Drill Down to PeopleSoft General Ledger• Reverse Mapping on Journal PublishReverse Mapping on Journal Publish• Improved Visibility into Organization Structure• Additional Financial Reportingp g• Internal Controls Diagnostics


EPM v9.0 Additional Products and Solutions• EPM General

– EPM Foundation – EPM Portal Pack – Performance Management Warehouse

• CRM Focus

• HCM Focus • HCM Warehouse

– Compensation Mart – Learning & Development Mart • CRM Focus

– CRM Warehouse • Customer Mart • Marketing Mart • Sales Mart

Ser ices Mart

g p– Recruiting Mart – Workforce Profile Mart

• Workforce Planning • Workforce Rewards

• Services Mart– Customer Behavioral Modeling – Customer Scorecard

• Financial Focus – Activity-Based Management

Fi i l W h

• Workforce Scorecard• Operations Focus

– Supplier Rating System – Supply Chain Warehouse

– Financials Warehouse – Advanced Cost Accounting Mart – ESA Mart – General Ledger and Profit Mart – Payables Mart

R l E t t M t

• Inventory Mart • Fulfillment & Billing Mart • Manufacturing Mart • Procurement Mart

– Real Estate Mart – Receivables Mart – Funds Transfer Pricing – Global Consolidations – Planning & Budgeting

• Spend Mart • Supply Chain Planning Mart

• Industry Specific – Healthcare Scorecard

M f t i S d


– Project Portfolio Management – Risk-Weighted Capital – Scorecard

– Manufacturing Scorecard

sppgearmc consulting peoplesoft solutions consulting peoplesoft solutions peoplesoft epm v9.0...

Documents