Integrated Planning Using Enterprise Planning & Budgeting Cloud Service (EPBCS) at Sims Metal Management
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Integrated Planning Using Enterprise Planning & Budgeting Cloud Service (EPBCS) at Sims Metal Management
1. Session ID:
Prepared by:
Remember to complete your evaluation for this session within the app!
10323
Integrated Planning using
Enterprise Planning and
Budgeting Cloud Service at Sims
Metal Management
04/24/2018
Vatsal Gaonkar
Principal
Edgewater Ranzal
2. Agenda
• Introduction
• Prior Vs Future Financials System State
• EPBCS at Sims
• Demand Planning
• Demo
• Important Technical Artifacts
• Successes and Future Enhancements
• Q&A
4. Introduction – Vatsal Gaonkar
• Summary
– Over 12 years of Enterprise Performance
Management (EPM) experience across on-
premises, cloud and hybrid deployments
– Design, Development and Deployment roles
across approx. 30 projects over the years
– Speaker at Oracle / Hyperion conferences such
HUGMN, DCOUAG, OAUG and ODTUG
• EPM Cloud Summary
– EPBCS design and deployment
– PCMCS development
– EPM Cloud products integration using Data
Management
– EPM Automation design and deployment
Vatsal Gaonkar
vgaonkar@ranzal.com
https://www.linkedin.com/in/vats
algaonkar/
312.405.6242
5. Introduction – Edgewater Ranzal Inc.
• Oracle Platinum Partner, Oracle Partner Advisory Council, 2 ACEs
• More than 200 consultants with an exclusive multiproduct focus across the
entire Oracle Business Analytics Suite
• Oracle Cloud Excellence Implementer with consistent delivery of successful
Oracle Cloud implementations
• 100% Cloud certification within Planning practice
• Trusted advisory relationship with Oracle Product Development, Oracle
Customer Advisory Board, and Special Interest Group members
• Extensive experience in the planning, design, and implementation of
integrated Oracle EPM, BI, and BD solutions and best practices
• Recognized by Oracle for Outstanding Achievement in Big Data
• Proven Oracle-specific methodologies, templates and supporting tools, as
well as industry thought-leaders and deep technical practitioners
6. Introduction
• Sims Metal Management
– World’s leading publicly listed Metal Recycler (SMM)
– World’s leading Electronics Recycler (SRS)
– Municipal Curbside Recycling (SMR)
– Operations in 5 Continents
• Prior Enterprise Close and Planning Landscape
– HFM for Actuals and Budget (done offline and submitted)
– FDM for Data Integration
– Forecasting and Budget done offline in Excel (cumbersome process)
– All HFM processing done at Entity and Cost Center Level
9. Project Deliverables
• Ability to Plan at Product, Facility and Department Level
• Demand Planning based on Intake of Goods and Processing
• Integrate Product Margin line items with Financials
• Data Integration of source systems for inventory and financials
• Post Planning process Data integration to HFM for comparative analysis
• Out of the Box Roll-out of Workforce and Capital Business Processes
• Standardization of Planning Chart of Accounts
– Separate Budget and Forecast level of planning
11. Future State Enterprise Planning
• Product and Facility Based Model
– Demand Planning/Production Model
– Sales Modeling / Shipping Model
– Inventory Pricing
• Financials
– Integration from Production Model
– Income Statement and Balance Sheet integration
– Balance Sheet and Cash Flow Modeling
• Other Business Processes
– Capital
– Workforce
13. Financials Out of the Box Vs Custom
Financials
Trend Based and
Direct Input Models
Loaded Data
Volumes
Unit Price
Product Margin
Volumes
Unit Price
Product Margin
Out of the BoxCustom Demand Model
15. Demand Planning
• What is Demand Planning
• Process Flow
– Import/Manage Inventory
– Process Inventory
– Sell Finished Goods
– Recognize Revenue and COGS
– Input Other Expenses
– Financials Integration
• Important Artifacts
– Inventory Weighted Average Price Model
– Shipment Model
– Intercompany and Interbranch Models
– Overhead Allocation
21. Successes
• By Facility Planning
• Gross Margin by Product and Facility
• Income Statement by Facility
• Inventory by Facility
• Integrated Financials
• Successful 2018 Budget
• Integration with on-premises HFM
22. Future Enhancements
• Trend Based Analysis
• New Production Models
• First In and First Out Inventory Pricing
• Sensitivity Analysis
• Workforce Global Roll-out
• Profitability Analysis
• Projects Business Process Roll-out
23. Session ID:
Remember to complete your evaluation for this session within the app!
10323
vgaonkar@ranzal.com
Editor's Notes
Introduction of the client and the prior state of the Financials systems
EPBCS out of the box vs Custom deployment
Demand Planning/SNOP planning at Sims
Demo – focus on production modeling and integration with financials
Discuss important technical artifacts
Successes after the upgrade
Future enhancements
Q&A
Company definition
Describe business
Prior EPM architecture
Entities have Facility (locations); Cost Center had (Functional departments and Products)
Demand Planning
Definition - Demand planning is a multi-step operational supply chain management (SCM) process used to create reliable forecasts. Effective demand planning can guide users to improve the accuracy of revenue forecasts, align inventory levels with peaks and troughs in demand, and enhance profitability for a given channel or product.
Describe the Process
Intake to produce finished goods
Selling of the goods
Associated Revenue, COGS (Inventory Pricing) and Freight/Shipping Costs
Closing Stock
Integration with Financials – Gross Margin by Product, Balance Sheet AR/AP/Inventory and Cash Flow for Budget
Demo
Task List Oriented Solution in Navigation Flow
Variable Preferences
Plan Element dimension
Actuals Load – YTD and squeeze of data
Budget Extraction Conversion – YTD
Production Modeling – Sims Calculated and Sims_UK_Calculated
Valid Intersections
Production Model
Raw Materials
Materials produced prior with associated overhead
Facility level yield assumptions
Pricing assumption
Overhead Assumption
Purchases and Processing
Production Summary
Sales Modeling
Freight Reviews
Metal Sales
Ending Inventory
6) Financials
Production Summary
Integration with Financials
Compare to Income Statement
Tonnage
Balance Sheet Assumptions and Balance Sheet
Demo
Task List Oriented Solution in Navigation Flow
Variable Preferences
Plan Element dimension
Actuals Load – YTD and squeeze of data
Budget Extraction Conversion – YTD
Production Modeling – Sims Calculated and Sims_UK_Calculated
Valid Intersections
Production Model
Raw Materials
Materials produced prior with associated overhead
Facility level yield assumptions
Pricing assumption
Overhead Assumption
Purchases and Processing
Production Summary
Sales Modeling
Freight Reviews
Metal Sales
Ending Inventory
6) Financials
Production Summary
Integration with Financials
Compare to Income Statement
Tonnage
Balance Sheet Assumptions and Balance Sheet