EDS PLM Solutions

1

• EDS PLM Solutions
• Award-Winning Analytic Reporting Solutions

Presented by Michael White Director, Financial
Planning, Reporting Analysis EDS PLM Solutions
2
Business Finance Magazine2001 Vision Award
Winner

• The Vision Award Recognizes Companies For
  Outstanding Development And Implementation Of
  Business Performance And Reporting Systems

3
EDS Business Reporting Performance
System
4
(No Transcript)
5
EDS PLM Solutions (Formerly SDRC Unigraphics)

• Merger Of SDRC Unigraphics Created EDS PLM
  Solutions
• Product Lifecycle Management Solutions
• We Help Clients Create Better Products For Their
  Customers
• CAD/CAM Software Services
• PDM (Product Data Management) Software Services
• 5000 Employees
• 1B Of Revenue
• Industrys Serviced
• Automotive, Aerospace Defense, Consumer
  Electronics, Manufacturing
• Hyperion Client Since 1997
• Hyperion Pillar 1997
• Hyperion Essbase 2001
• Arcplan Client - 2001

6
Goals Summary

• Enhance Enterprise Management Reporting And
  Analysis Systems
• Reduce Processing Time For Monthly Report
  Generation
• Replace Unsupported Legacy System
• Recognize Expense Savings And Productivity Gains
• Increase Report Access, Distribution User
  Acceptance

7
Pre-2001 Reporting Environment
Pillar
8
Why Did We Need a Better Solution?

• 1997 Reporting System Was Difficult to Work With
• Not User Friendly to non-Financial Staff
• Multiple Structure Changes Could Not Be
  Administered
• Relied On 3K Excel Worksheets To Be Maintained
• Updated Monthly Processing Time Was Too Long
  (Hours) gt4 Hours
• Lacked Proper Security Integration
• Costly To Maintain

9
Why Did We Need a Better Solution?

• Increasing Multi-Layer Management Demands
• Revenue PL By Geography / Country / Region /
  District
• PL by Line Of Business (Products Services)
• Internal Management Statutory Reporting
• Integrate Actual, Planning, Forecast Headcount
  Data Into A Common System
• Produce Reporting Metrics
• Web Enabled Reporting To Make It Simple For
  Management To Retrieve Results

10
System Vision
Hyperion Pillar (Plan and Fcst)
SAP (Actuals/Plan/Fcst)
OLAP Tool (Consolidation)
Web Based Reporting Analysis (Enterprise-wide
Reporting Platform)
11
Proposed Benefits of Solution

• Organization Structure Maintenance
• Central Point Of Control
• Reduce Maintenance Time
• Creation Of Alternative Structures
• Software, Services, Maintenance
• Industry
• More Time For Focusing On Future Enhancements.
• Reporting Adjustments And Ad Hoc Analysis Can
  Be Maintained In Proposed Solution

12
Financial Reporting Structure for Management
Reporting

• Financial Planning, MIS Accounting Maintain An
  Extremely Flexible Reporting Structure (i.e.,
  Organizational Hierarchy) To Ensure Reporting
  Data Can Be Extracted And Sliced To Meet
  Various Needs.
• Structure / Hierarchy Contributes To The Ease Of
  Implementing
• Acquisitions
• Re-organizations
• Historical Data Integrity
• Allocation Methodologies For Reporting

13
Alternatives Considered

• Can We Use SAP To Get Info To BUAs?
• Not Feasible Due To Complexity Of Our
  Organization Structure.
• Limited By The Inability To Combine Profit
  Center And Cost Center Structures.
• Can We Continue To Use The VAX To Create BUAs?
• No, This Is Old Technology That Will Soon No
  Longer Be Supported.
• Excel Macro / Visual Basic Maintenance Of Nearly
  3000 BUA Files Is Cumbersome And Prone To Error.
• Can We Merge Our Existing Processes (SAP And
  Hyperion Pillar) With A Consolidation Tool And
  Report Generation Application?

14
Selection Process

• October 2000
• Approached Hyperion With Business Requirement In
  October
• Finance And MIS Met To Define Requirements
• November / December 2000
• Met With Consultants To Further Define
  Requirements Develop Short List Of Potential
  Vendors Applications That Could Meet Needs
• December 2000 / January 2001
• Multiple Vendor Demonstrations
• Vision Approach Became Clear, Based On
  Demonstrations
• February 2001 Began Final Selection Process
• March 2001
• Capital Approval
• Selections Made

15
Financial Systems Overview
16
Financial Systems
Hyperion Essbase
Hyperion Pillar
17
Financial Systems Back End
18
Financial Systems Front End
19
What Were the Challenges?

• What Was The Appropriate Detail To Include In
  Hyperion Essbase Cube (Account Summary Or
  Transaction Level)?
• Defining Outline / Dimensions
• Fine Tuning Dimensions Attributes To
• Reduce Cube Size
• Achieve Optimum Performance
• Provide Additional Slice And Dice Capability
• Reduce Maintenance On Alternative Hierarchies
• Designing Hyperion Essbase Template To Mirror
  Excel Worksheet Formats
• Designing Internal Web Reports

20
Phased Implementation

• Phase 1 (Starting May 2001)
• Hyperion Essbase BUA Creation
• Implement Hyperion Essbase Technology To
  Replicate The Excel Based Reporting Sheets
• Utilize The Excel Add-in Capability In Hyperion
  Essbase To Update The Excel Sheets
• Phase 2 (Starting May / June 2001)
• Hyperion Essbase gt arcplan As Report Writer
• Implement arcplan dynaSight To Replace The BUAs.
• Training Of End Users (Financial Analysts
  Accounting)
• Both Phases Piloted And Completed By End Of
  Q201.

21
Outline Sample - Organization
22
Outline Sample - Accounts
23
EDS Business Unit File Replication in Hyperion
Essbase
BUSINESS UNIT ANALYSIS FILE MAIN SCREEN 1 SIMPLE
TEMPLATE REPLACED THE NEED TO CREATE AND STORE
OVER 3,000 EXCEL SHEETS RUN TIME REDUCED FROM
SEVERAL HOURS TO lt 20 Seconds
24
EDS PLM BUA Template Sample
25
Time Involved to Run System

• Time To Load And Update Excel Vs. Time To Update
  Hyperion Essbase Template Or Run Reports In
  arcplan
• 3000 BUA Worksheets Vs. 1 Hyperion Essbase
  Template
• Hours Down To Seconds..
• Frequency.Use To Get Excel File Updates On A
  Monthly Basis With Calc Time _at_ Several Hours
• Now Get Daily Updates.

26

• Demonstration
• Outline
• Excel Template

27
Web Based Management Reports
28
arcplan dynaSight
29
Drop Down PL Report
30
Account Report with Graphics
31
PL Trend with Graphic
32
(No Transcript)
33
Global Availability
34
Benefits of Proposed SolutionHyperion Essbase

• Achieve Integration Of Multiple Databases
• Enhances Data Integrity
• Speed Of Data Retrieval
• End Users Capable Of Using Excel To Perform
  Analysis Querying Against Hyperion Essbase
• Common Security
• Potential Future Uses Of Hyperion Essbase
  Technology
• Commission Reporting
• SIS Reporting
• HR Reporting Already In Use

35
Benefits of Proposed Solutionarcplan
inSight/dynaSight

• Provides Web Reporting Environment, Boardroom
  Quality Reports
• Report Level Security Based On Hyperion Essbase
  User Security Profile
• Empowers End User To Slice, Dice, Drill-down,
  Drill-up And Drill Through All Types Of Data
  Sources
• Only Web Browser Necessary To Access Hyperion
  Essbase Through arcplan
• Hyperion Essbase arcplan dynaSight Software Not
  Required On PC
• Eliminates Need For MIS Maintenance On Future
  Updates Of arcplan Or Hyperion Essbase
• Using The Browser, Snap Shots Of Reports Can Be
  Saved To Users Hard Drive Or Multiple Page
  Reports Can Be Downloaded To Excel For Viewing

36
Benefits of Combined Solution

• Time Savings
• Gathering Data
• Report Generation
• Report Distribution
• Data Integrity Increased
• Drill Down Analysis Implemented
• Enhanced Ad Hoc Reporting

37

• EDS PLM Solutions
• Award-Winning Analytic Reporting Solutions

Presented by Michael White Director, Financial
Planning, Reporting Analysis EDS PLM Solutions