<Insert Picture Here> Oracle CPM 솔루션을활용한기업성과극대화방안 이제철한국오라클 * CPM : Corporate Performance Management
Agenda CPM 소개 Oracle CPM 솔루션 구축사례 Why Oracle? <Insert Picture Here>
CPM 소개 There are so Many terms Strategic Enterprise Management (SEM) Dashboard Corporate Performance Management (CPM) Business Intelligence (BI) Data Mining Executive Information System (EIS) Managerial Accounting Balanced Scorecard (BSC) ETT/ETL Data Warehouse / Data Mart
CPM 소개 Definition of CPM CPM (Corporate Performance Management) CPM 은기업의성과에대한모니터링을위한방법론, 관리지표, 그리고프로세스를총괄적으로의미함 Source : Gartner Research, 2001. EPM (Enterprise Performance Management) EPM 은리포팅, 기획및예산수립, 분석, 성과에의한인센티브제공, 포털, Balanced Scorecard 등의 Business Intelligence 를포함하고있으며그기반으로 Data Warehouse 와데이터및프로세스통합을의미하고있음 Source : AMR Research, 2002.
CPM 소개 Business Pressures 급변하는경영환경 어떻게계획을하고의사결정소요기간을단축할수있는가? 어떻게성과를모니터링하여빨리조치를취할수있는가? 경영의투명성확보 어떻게하면기업의내외부규정에대한관리를효과적으로할수있는가? 적시에정확한리포팅이가능한가? Sales Manufacturing Finance Human Resources Marketing Purchasing Service Project Mgmt Plan & Model Report & Analyze Execute 의사결정지원미흡 어떻게하면의미있는정보에집중할수있는가 분산되어있는정보를어떻게효과적으로통합할수있는가? 운영의효율성극대화 어떻게하면수익성을극대화할수있는가? 실시간정보를바탕으로운영현황에대한관리를할수있는가?
CPM 소개 Operational Challenges Analyses, Reports Executives 지연되거나부정확한리포팅 Sales Marketing Operations Finance 부서별로성과관리 Sales Data Marketing Data 전체정보의분석에한계 Operations Data 1 Operations Data N Finance Data 1 Finance Data N IT Data Warehouse 전체적인성과극대화한계
Oracle CPM 솔루션 CPM Solution Overview Executives LOB Managers Business Analysts Management Reporting Planning & Modeling Performance Scorecards Personal Dashboard Forecasting & Modeling Goal Setting Ad-Hoc Reporting Operational Reporting Profitability Analysis Budgeting Users Transaction Processing Financials, Supply Chain, Projects, PLM, Sales & Marketing, HR, Service
전략단계 분석단계 Oracle CPM 솔루션 CPM Process & Modules Strategic Reporting Internal Controls Manager Analyze Balanced Scorecard Strategy Formulation Enterprise Planning and Budgeting Forecasting Business Intelligence tools Communicate Planning and Budgeting Scenario Analysis Activity Based Profitability Costing Manager 운영단계 Financial Consolidation Hub Transaction Reporting Business Activity Monitoring Daily Business Intelligence 기반기술 Database Portal Alert E-mail Workflows Tools Mobile
Oracle CPM 솔루션 Benefits Oracle 은전략과운영을연계할수있는시스템을제공합니다. 전략성과관리 의사결정지원 전략과의연계 개인화된맞춤정보 운영성과관리 사실에기반한경영관리 실시간정보공유 / 분석 공사비전 CEO CIO CFO 고객관리 전략성공요인주요지표 수작업엑셀시스템 모니터링상세분석의사소통대책마련 재무관리구매조달유지보수인사관리 피드백 비즈니스프로세스자동화
Oracle CPM 솔루션 Benefits Daily Business Intelligence Balanced Scorecard Oracle E-Business Suite External Systems Enterprise Planning and Budgeting Oracle Business Intelligence Financial Consolidation Hub Profitability Manager FSI Analytics: RCM, TP Enterprise Performance Foundation (EPF) Oracle DB, Oracle BI OLAP Oracle CPM 솔루션은동일한데이터모델인 EPF (Enterprise Performance Foundation) 를기반으로합니다. Robust, shared relational dimensional model Common engines & utilities Seamless integration with Oracle General Ledger, open APIs for any source data Discoverer Reporting, open to 3 rd party reporting tools
Oracle CPM 솔루션 Benefits Oracle 은 Single instance 기반의통합된 BI 를제공하므로비용이적게소요되고구축기간이매우단축됩니다. Source: Edison Group Inc. Oracle DBI vs. SAP BW Nov. 2005
Oracle CPM 솔루션 Benefits Oracle 은 Coding 없이다음과같은다양한 Dashboard 를제공합니다. Employee Portal 을이용한개인별 dashboard Strategy Map & 성과모니터링뷰 Dashboard 의개인화 개인별맞춤정보관리 BSC와연계하여개인별 KPI 관리 Guage 등다양한 Dashboard portlet 활용 기업의어떠한전략이나전략지도수용가능
Balanced Scorecard 기업성과관리를위한대시보드작성 전략과 CSF(Critical Success Factor), 및 BSC의다양한관점의수용 기업의어떠한전략맵이나도식으로가시화 CSF 간의인과관계를표현 Coding 이없어현업에서변경및관리가능
Balanced Scorecard 목표미달현황에대하여신호등불빛으로경보 성과에대한정보를컬러그래프로표현 지표간인과관계를통하여부진의근본원인을추적하고향후성과예측
Balanced Scorecard From the latest numbers received from the regions we should be improving our revenue figures rapidly. I have some ideas that I would like to share with you in our next monthly meeting. 지표의담당자가성과부진에대한내용을자기평가하여공유 향후성과에대한예측
Balanced Scorecard 전략목표및지표에대한주석을이용하여상세정보공유 URL, Office files, BI report 와직접링크하여분석기능강화
Enterprise Planning & Budgeting Financial Operational Statistical Stay Informed Develop Plans External Tune Plans
Enterprise Planning & Budgeting 사업계획프로세스관리 모델링및시뮬레이션 보고서및예실분석 사업계획수립프로세스및태스크관리 양식배포및취합자동화 & 경보발송 재무회계시스템과의연계
Enterprise Planning & Budgeting 사업계획프로세스관리 모델링및시뮬레이션 보고서및예실분석 Model의제공 & 사용자정의모델링 경영변수에의한시나리오관리 Top-down & Bottom-up 조정
Enterprise Planning & Budgeting 사업계획프로세스관리 모델링및시뮬레이션 보고서및예실분석 폴더및보고서관리 다양한보고서서식및양식 ( 풍부한그래프 ) 다차원예실분석
Profitability Manager Traditional Financial Statement Analytics Cost Pools Models Methods Percent Distributions Rate X Volume Drivers Statistics Resources Costs/Revenues Activities Transactions
Profitability Manager 데이터, 모델, 배부룰의관리 What If Modeling / Scenario Versioning Component Based 외부데이터와의손쉬운연계 풍부한배부방식지원 Fully Allocated and Rate Based Revenue and Costs Traditional and Customized Methods Push Down Methods 의사결정을위한그래픽지원 Immediate Feedback (Preview/Testing) Visual Tracing/Structure Maps (OPM) 역할중심의보안체계 Function and Component Based Work Flow Enabled (OPM)
Profitability Manager 프로세스개선을지원 Simple Interface Build/Run/Monitor Process Prioritization 배부룰 set 와프로세싱룰정의 Create Independent Processes Effective Dating/Calendaring 과정및결과의가시화 Drill Through Links for Details Step Process for Building Components Rule 변경및취소가능 Easily Undo Rules and Reprocess Set Parameters for Scope of Work Reconciliation 검증 Processes to Validate/Correct Data Reconciliation Processes 뛰어난확장성 Leverages Oracle Technology
Profitability Manager 제품별, 고객별, 채널별, 위치별등에대한분석 By profitability By revenue By cost 분석을위한상세드릴다운 Location Region Country City Customer Company Account
Financial Consolidation Hub 어떠한데이터소스도취합 비즈니스룰구현 조직구조의유효일자관리 워크플로우내장 Oracle EBS Data Transformation & Validation Dashboard 형인터페이스 다차원분석. 보고 각자회사데이터드릴다운 One-Touch Consolidation PeopleSoft E JD Edwards E1 SAP Operating Balances Financial Consolidation Hub Results Auditing Report Generation Legacy Apps 환율환산자동화 내부거래제거자동화 소수주주지분처리자동화 Built on Enterprise Performance Foundation* Multi-dimensional Analysis 완전지배나부분지배구조지원
Financial Consolidation Hub 연결방법, 환율등변경사항이연결에영향을미치는경우경보제공 Consolidation Dashboard 투자구조에따른각각의단위별로연결현황제공 예외사항에대한즉각적인경보제공 Data load 에서부터 Aggregation 까지각각의 step 별로결과제공 연결후에는 lock 하여수정방지
Financial Consolidation Hub 목적별연결 내부용연결 Structure 다양한지배구조수용 Wholly / partially-owned subsidiaries Joint ventures 공시용연결 Structure Equity investments 다양한연결기준적용 Consolidation method Currency translation / remeasurement Intercompany eliminations Date effective entity relationships, including ownership % and consolidation method 사용자정의에의해재무제표및분석보고서정의 현업담당자가손쉽게정의
Financial Consolidation Hub Simulation Original State v.0 Scenario 3 Scenario 2 Scenario 1 v.1 기존의지배구조를이용하여여러가지구조를만들수있음 Move Add Remove 각각의지배구조별로연결을실시하여결과를비교분석함 Balance Sheet Income Statement Statement of Cash Flows Managerial Reports
경영진 감사 ( 위원회 ) Internal Controls Manager 운영상태추적, 문제점문서화, 개선요구사항반영 전체프로세스지원 평가자 내부감사 업무절차문서화 내부통제평가 평가대상선정 검증 라이브러리구축및조직구조검증 프로세스인증 내부통제평가결과인증및보고 프로세스라이브러리 업무프로세스 ( 업무범위, 정책, 책임범위, 담당자별업무절차 ) 위험요소 (Risks) 통제방법 (Controls) 검증절차 (Audit Procedure) 통제활동검증 (Audit Operation) 보고, 문서화및개선 (Report, Remediation)
Internal Controls Manager Process Sub process Procedure Instruction Online Help 프로세스도식화
Internal Controls Manager 프로세스정의서 ( 예시 ) 위험과통제방식정의 시스템에위험 (Risk) 에대한정의 시스템에관리 (control) 에대한정의
Internal Controls Manager 재무제표인증
Daily Business Intelligence 구매담당자 목표관리 Purchasing Intelligence 정보의창 ( 개인홈페이지 /Dashboard) 운영프로세스 예외관리 재무담당자 사실관리 Supply chain Intelligence 인사담당자 KPI Financials Intelligence E-Business Suite 운영정보 Trend Daily HR Intelligence Oracle EBS와의완벽한통합 (data model) 별도의 DW/DM이필요없음 Out-of-the-Box Pre-built KPI와분석리포트 다차원분석 개인화및 Extension 가능 Portal/dashboard 연계
Daily Business Intelligence
Daily Business Intelligence DBI FOR COMPLIANCE 19 Modules SUPPLY CHAIN MANAGEMENT PROJECT MANAGEMENT PROCUREMENT HUMAN CAPITAL MANAGEMENT FINANCIAL MANAGEMENT CUSTOMER RELATIONSHIP MANAGEMENT DBI FOR DEPOT REPAIR DBI FOR FINANCIALS DBI FOR PAYABLES DBI FOR FIELD SERVICE DBI FOR HUMAN RESOURCES DBI FOR INTERACTION CENTER DBI FOR MAINTENANCE DBI FOR MARKETING DBI FOR PRODUCT LIFECYCLE MGMT DBI FOR PROJECT DBI FOR PUBLIC SECTOR DBI FOR PROCUREMENT DBI FOR QUOTING DBI FOR SALES DBI FOR CUSTOMER SUPPORT DBI FOR SERVICE CONTRACTS DBI FOR SUPPLY CHAIN 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 60 Dashboards 362 KPIs 918 Queries Pre-Packaged Custom DBI 6.0 DBI 7.0 DBI 7.1 DBI 8.0 DBI FOR WEB ANALYTICS (ISTORE) 11.5.9 11.5.10 12.0
Daily Business Intelligence Build from Scratch with Traditional BI Tools Training & Roll-out out Define Metrics & Dashboards DW Design Oracle BI Applications Faster deployment Lower TCO Lower Risk Oracle BI Apps Benefits: 1. Pre-Integrated 2. Pre-Built Content 3. Oracle Application Certified Back-end ETL and Mapping Quarters or Years Training & Rollout Specific Metrics & Dashboards DW Design Mod Pre-built ETL Tailoring Weeks or months Role-based dashboards and alerts Thousands of pre-defined metrics Prebuilt DW design Adaptable to your enterprise DW Prebuilt ETL Business Adapters for Siebel, Oracle, PeopleSoft, SAP, others
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Why Oracle CPM? References
Why Oracle CPM? What others say? Oracle s CPM solutions exploit deepseated technology capabilities combined with deployment expertise. Oracle was again the largest business analytics vendor in 2004, with $2 billion in software revenue and a 47.6% market share. Source : Corporate Performance Management Vendor Analysis, ButlerGroup, (Jun, 2004) Source : IDC (Worldwide Business Analytics Software 2004 Vendor Shares, Aug 2005)