Partnership for Success

1
Partnership for Success

• Bridging the Gap Strategy to Execution

24th January 2006
NorCal OAUG 2006 Training Day
2
About the Speakers

• Patricia Yates
• Regional Vice President, Professional Services
• 18 years in software development and
  integration, including five years at Oracle, for
  clients in various industries such as Aerospace
  Defense, Healthcare, Financial Services, and
  Retail
• Prior experience as Director of Operations for
  Professional Services Firm
• Email pyates_at_navisite.com Ph 510-610-0731 /
  408-965-9259
• Jayanta Samanta
• Director, Professional Services
• 13 years in Information Technology specializing
  in Business Intelligence and Data Warehousing,
  including almost seven years at Oracle defining
  and managing Business Intelligence solutions for
  clients in various industries such as Retail,
  Telecom, Financial Services, Government,
  High-Technology and Manufacturing.
• Actively involve in Oracle BI community
  participating in defining Oracle BI
  Implementation Methodologies and Best Practices.
• Email jsamanta_at_navisite.com Ph 510-928-4823 /
  408-965-9831

3
Agenda

• NaviSite Background
• Business Intelligence Strategy to Execution
• Challenges Trends
• Why It is Difficult to Bridge the Gap Between
  Strategy and Execution
• Solution on Oracle
• Overview and Evolution of CPM
• Implementing CPM
• Methods and Success Factors
• NaviSite CPM Solutions
• Oracle
• PeopleSoft
• Siebel
• Question Answer

4
NaviSite (NASDAQ NAVI) - Scalable Services on a
Global Basis

• Professional Services
• Hosting Services
• Outsourcing Services

• Deep application and technical experience and
  expertise
• Industry domain Expertise
• Ex-Oracle, PeopleSoft and Big5 Consultants
• Global capabilities
• International (EMEA, Asia Pac)
• Global offshore delivery
• Complete application lifecycle services Ability
  to address the entire application lifecycle, from
  planning and implementation, to ongoing
  management
• Flexibility NaviSite operates as an extension
  of your organization, providing services to
  address your specific needs

Operational Leverage Efficiency
One consolidated service delivery platform
Atlanta
5
Professional Services Offerings at a Glance
Program Project Management

• PEOPLE
• Right blend of product knowledge, business /
  Industry experience and consulting skills
• Global Presence
• PROCESS
• Use NaviSites SureSuccess Methodology
• Establish a Global Business Model
• Facilitated Workshops Approach
• TOOLS
• Utilize Process Flows Approach
• Use tools and templates for rapid deployment

Business Consulting System Selection Process
Technical Architecture DBA Services
ERP and CRM System Implementation and
Transformation
Applied Technology Services
Managed Services
Industry Based Solutions
Adoption Learning
Upgrade
Consolidation M A Spin- Off
Business Intelligence
Optimization Services
Health check Assessment
SOX - Compliance Governance
Change Management
Global Delivery
Global Roll Out
6
Business Intelligence Strategy to Execution
7
Challenges With Effectively Using Corporate Data
Business Pressure

• Corporate Performance
• Global competition
• Margin pressure
• Regulatory Compliance
• Legislation
• Sarbanes-Oxley
• Patriot Act
• Must haves
• External and internal disclosure
• Alignment and accountability
• Risk mitigation

Business Drivers
8
Performance Management Trends Impetus for Change

• Aligning corporate strategy with daily operations
• Executing strategy by managing corporate
  performance measures
• Making informed business decisions via
  Insight-driven analysis
• Standardizing reporting and analysis to corporate
  best practices
• Complying with regulations by disclosing
  corporate information timely
• Providing Self-service access to role-based
  information
• Utilizing collaborative web-based performance
  management framework

9
NaviSite Business Intelligence Solution on Oracle
Oracle eBusiness Suite
Oracle BI Dashboard
EPB
Align
Finance
Purchasing
Sales
Service
Report
Marketing
Manufacturing
BSC
Monitor
HumanResources
Project Mgmt
DBI
Disco

• Daily Business Intelligence (DBI) Management
  Reporting Dashboard enabling faster and informed
  decision making by providing key business
  performance measures at your finger tips.
• Balanced Scorecard (BSC) Enabling companies to
  develop custom Performance Management Systems to
  align Operations with Business Strategy
• Enterprise Planning and Budgeting (EPB)
  Streamlining enterprise planning, budgeting and
  reporting, on-going performance monitoring
• Oracle BI Dashboard An Integrated role-based
  single sign-on BI Portal framework. Providing an
  extensible reporting framework by integrating
  DBI, BSC EPB to optimize business performance
  using Oracle eBusiness Suites technology framework

10
Role-based Oracle BI Dashboard - VP of Sales

• 360 view of corporate performance
• pre-built KPI, graphs, reports, trends for
  all business units
• Finance Operations
• Procurement Manufacturing
• Sales Marketing
• Human Resource PMO
• context sensitive drill-downs
• single sign-on, role-Based reporting
  dashboard
• configurable and extensible BI portal
• leveraging Oracle Applications technology
  framework

11
Managing Corporate Performance
12
CPM ERP Business Intelligence
CPM is an evolutionary merging of Business
Intelligence and Enterprise Resource Planning,
driven by the need for businesses to enable
better financial and business performance
visibility
? Collaborations
Formulating and Aligning Strategy to Execution
Strategic Planning Budgeting
Performance Score Card Monitoring Customized
Statutory Reporting
Financial Consolidations Analysis
? Corporate Performance Management Framework
13
CPM users from Strategy to Execution
Source Gartner, Inc
14
The Evolution of CPM
Source http//www.businessforum.com
15
How CPM Affects the Enterprise
CPM adds value to the business by broadening the
scope of measurement - focusing on how an
organization develops, implements and monitors
their strategic plans with a variety of metrics.
This strategic focus is kept throughout all
management processes, right down to the
contribution that individual budget holders make.
CPM is all about the execution of the strategic
plan.
16
Key Benefits

• Get 360 view of financial and non-financial
  performance results at your finger tips
• Links strategies to day-to-day operations and
  report on results so that plans become actions
  and people are held accountable
• Enables to get early warning alerts to learn
  about problems and opportunities so you can take
  timely action
• Provides framework to adjust plans, budgets, and
  forecasts if and when business conditions warrant
  a change
• Helps to meet your regulatory compliance
  obligations confidently with the help of
  financial consolidation solutions and statutory
  reporting functions
• Enables making informed business decisions
  through actionable business intelligence

17
Implementing CPM Methods Success Factors
18
CPM - Bridging the Gap from Strategy and
Execution

• NaviSite takes a holistic approach to the
  implementation and monitoring of corporate
  strategy.
• CPM solution combines business methodologies,
  processes and systems into a single
  enterprise-wide management system

• Align all four areas of management
• Measure - Planning and measuring the things
  that drive value for the organization
• Processes - Strategic planning, budgeting,
  forecasting and monitoring results, while
  aligning operations with
  strategy are all part of the same process
  moving an organization
  towards achieving their desired goals .
• People - People doing the right things at
  the right time produces results.
• Tools - Easy-to-use tools and
  technologies that enable actionable
  business intelligence and help CPM
  deliver against strategic goals.

Source http//www.businessforum.com
19
12 Steps to Bridge the Gap Dont Just Measure,
Manage It

1. Identify and agree on critical success
   factorsIdentify long-term and short-term
   business objectives and prioritize them based on
   business goals
2. Formulate a strategy Decide how to achieve the
   target measures
3. Create a planDecide exactly what actions or
   tactical plans will be required to implement the
   chosen strategies
4. Align critical success factors with operational
   budgets and tacticsEnable budget holders to
   enter budgets by actions/tactics so that
   consolidated data will allow management to
   evaluate the cost/success of individual tactics
   and the associated affect on strategy
5. Identify owners and assign responsibilitiesIdenti
   fy owners and assign responsibilities for target
   measures. CPM is all about organizational
   accountability. Goals are generally only met if
   someone is made responsible for them
6. Identify target measures and record corresponding
   assumptionsIdentify target measures that drive
   organizational value and map to critical success
   factors

20
12 Steps to Bridge the Gap Dont Just Measure,
Manage It

• Communicate tactics, objectives, assumptions and
  timetablesManage expectations proactively
• Manage target measuresMonitor the actions and
  results of the tactical plans versus target
  measures
• To see if tactics will achieve the strategic
  goals
• To establish how efficiently the organization is
  operating
• To identify any weaknesses and opportunities that
  may be present
• Analyze the resultsTo see where the variances
  are and to decide on what to do about them
• Review budget submissions
• Review actual results
• ForecastTo see if the target measures set over
  time are still on course to be achieved
• Provide a feedback loopProvide a feedback
  mechanism specifically aimed at 'how the targets
  can be improved'
• Re-align operationsMake adjustments in
  operational budgets, processes, people
  technologies as needed to achieve desired
  strategic goals

21
CPM on

• Oracle CPM products and solutions make
  enterprise-wide strategic, financial and
  operational planning, budgeting, forecasting,
  financial consolidation, reporting, and analysis
  easier, faster, more accurate, and more useful.
  These solutions enable organizations to
• Align operations to strategic goals
• Report financials
• Monitor measures
• using near real-time business dashboards,
  which are available through the Daily Business
  Intelligence application and extensible through
  Oracle Balance Scorecard Oracle Enterprise
  Planning and Budgeting applications
• Oracle Corporate Performance Management (CPM) -
  Footprint
• Daily Business Intelligence
• Balance Scorecard
• Activity Based Management
• Enterprise Planning and Budgeting

22
NaviSite Corporate Performance Management Cycle
on Oracle
Goals
Discoverer
Balanced Scorecard (BSC)
What are the Organization Short Long term Goals?
Report
Strategy
How will the organization provide ongoing,
consolidated financial operational reporting?

• Completely integrated and automated
• 360 view of the Enterprise Performance
• Single source of truth - rules and data
• Filtered and summarized information
• Insight-driven analytics
• Guided multi-dimensional analysis
• Actionable business activity monitoring
• On-demand, drill-to-detail access
• Collaborative
• Web-based architecture

How will the organization Achieve its Objectives?
Plan
Portal
Analyze
How will the organization Align its objectives
and quickly respond to external and internal
events?
How will the organization evaluate the impact of
what-if scenarios?
Deliver
Enterprise Planning Budgeting (EPB)
Daily Business Intelligence (DBI)
Monitor
Measure
How will timely and relevant information be
delivered to the appropriate decision makers?
How will Key Performance Indicators (KPIs) be
used to model and measure success?
23
CPM on

• PeopleSoft Enterprise Performance Management
  (EPM) offers performance management solutions for
  every budget and every phase of the management
  cycle, helping managers formulate strategies for
  profitable growth, align strategies with
  operational plans, actively monitor day-to-day
  operations, and collaborate across the
  enterprise. The complete EPM solution consists of
  the following key elements
• Performance Management Warehouse
• CRM Analytics
• Financial Analytics
• Supply Chain Analytics
• Workforce Analytics
• Industry Analytics
• NaviSite has PeopleSoft experience in large
  complex implementations, as well as smaller rapid
  deployments. Our EPM experience is diversified,
  as it includes activity-based management,
  workforce analytics, workforce scorecard, budgets
  and more

24
CPM on

• From improving win rates in sales, to optimizing
  supplier performance in operations and enabling
  finance to pinpoint the drivers of profitability
  and accelerate cash flow, Siebel Business
  Analytics applications reveal the
  interdependencies between organizational
  functions. They provide unmatched insight across
  your value chain that translates into increased
  revenue, lower costs, and better business
  results. Siebel's comprehensive analytics
  applications include
• Enterprise Sales Analytics
• Enterprise Contact Center Analytics
• Marketing Analytics
• Supply Chain Analytics
• Financial Analytics
• Workforce Analytics
• NaviSite has Siebel experience in large complex
  implementations, as well as smaller rapid
  deployments. We provide our clients with a BI
  solution that meets their end-user criteria,
  technical requirements, and business needs

25
Experience in Implementing Oracle CPM solutions
26
Some useful information on NaviSite CPM Solutions

• NaviSite Professional Services (http//www.navisit
  e.com)
• NaviSite Business Intelligence Services a data
  sheet on NaviSite business intelligence solutions
  and services
• Managing Corporate Performance - Through Business
  Intelligence from Strategy to Execution - A
  holistic approach by NaviSite, Inc. a white
  paper
• Contacts

NaviSite, Inc 2720 Zanker Road San Jose, CA
95134 Phone [phone] Fax [phone]
Visit booth 20 for more information
27
Question Answer