5 steps to digital finance leadership

Digital Finance Excellence WebcastDiscover the performance of best-in-class Digital Finance Leaders

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

Paul Johnston@qubixpj

Andrew Mason“Guru”

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

Discussion Topics…• Introduction to Qubix • What does Digital Finance mean? • What is Best in Class? • Why Change, Why Now & How • Building the Business Case • Your Next Steps

What’s Right for You?

# of Business Analytics Projects….

250+Customers Include:•Lloyds Banking Group •Nomura Bank •Debenhams •Canon •Virgin Atlantic •HMV •NHS England •Experian •Angel Trains •Schroders •Mizuho Bank •Carpetright

Global Presence:

350+ years of experience

Why Qubix?

Proven.

Trusted.

Flexible.

15+ Years Oracle Platinum Partner

Incredible Customer List

UK • Slovenia • USA • Australia • Japan • India

Depth of capability…Strategy

DesignTrain

Optimise

SupportIntegrate

Qubix Approach…

With You, Not to You

Outcome DrivenWhat’s right for you?

Qubix Journey Methodology

Deploy

Hyperion • BI • Big Data

Private & Confidential July, 2016

Expansive Team & Project Experience 6

‣ Abbott Diabetes Care (ADC) ‣ Abbott Labs ‣ Abu Dhabi Media Company ‣ Adecco ‣ Al Ghurair ‣ Alcon Laboratories Australia ‣ Allegion ‣ Angel Trains ‣ Banka Slovenije ‣ Bauer Media ‣ Baxters Food Group Ltd ‣ British Telecom ‣ Bupa ‣ Cairn Energy ‣ Canon ‣ Carpetright ‣ Charles Tyrwhitt LLP ‣ Civeo ‣ Coach, Inc ‣ Cornwall County Council ‣ Credit Suisse ‣ Dartford Borough Council ‣ Debenhams PLC ‣ Devon County Council ‣ DHL ‣ Dixons CarPhone ‣ Drake & Scull ‣ Durham CC ‣ Electronic Arts

‣ Emerson Network Power ‣ Endeka Ceramics ‣ Essex County Council ‣ ETI d.d. ‣ Experian ‣ First Quantum Minerals (UK) Ltd ‣ FRT.AT ‣ Gazal Corporation Limited ‣ GE Commercial Aviation Services ‣ Genworth ‣ Geopost ‣ Guardian Media Group ‣ Hampshire County Council ‣ Highland Council ‣ HIT Nova Gorica ‣ Hitachi Construction Machinery ‣ HMV Retail Ltd ‣ HSS Hire ‣ Hypertherm ‣ ICAP ‣ Infosys ‣ Ingersoll Rand ‣ Intrasoft ‣ Invesco ‣ Investec ‣ IPMIT d.o.o. ‣ Jumeirah ‣ Lehman Brothers ‣ Linbrook Services Ltd ‣ Lloyds ADM

‣ Lloyds International Private Banking ‣ Lloyds TSB Acquisition Finance ‣ London Borough of Croydon ‣ Luxottica ‣ Macquarie Bank Australia ‣ Maistra ‣ Majid Al Futtaim ‣ MERCATOR ‣ Mercedes Benz Retail ‣ Merck ‣ MIDIS Group ‣ Ministry of Defence ‣ Ministry of Justice ‣ Ministry of the Environment ‣ Mizuho ‣ Monarch Airlines ‣ Motability Operations ‣ MTS ‣ National Bank of Dubai ‣ National Trust ‣ NBTY Europe Ltd ‣ Network Rail ‣ NextGen Distribution Pty Ltd ‣ NHS England ‣ Nomura ‣ Nomura Bank (Japan) ‣ Norfolk & Suffolk Police ‣ North Yorkshire County Council ‣ Northumberland County Council

‣ Nottingham Building Society ‣ Nutricia ‣ Oasis Healthcare ‣ Ocado ‣ Oman Oil Company ‣ Oracle America, Inc ‣ PA Consulting ‣ Parsons Brinckerhoff ‣ Perkins Engines ‣ Port of Tyne ‣ QBE ‣ ResMed Ltd ‣ Ricoh ‣ RTV ‣ Rural Payments Agency ‣ Salmat Limited ‣ Scholastic ‣ Schroders Investment Management ‣ Sodexo ‣ Tabreed ‣ TAQA ‣ TDIC ‣ Tesco Bank ‣ The Travel Corporation Pty Ltd ‣ Tokyo Electron ‣ Transport Research Laboratory ‣ UBM ‣ United Nations ‣ UTS ‣ Virgin Atlantic ‣ Vodafone ‣ Wegmans

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

What is Digital?

Digitaltransformation is more than just a buzzword.Top-performing organizations have improved essential components of their organization such as supply chain, product innovation, asset management, customer interaction, finance, and employee success by digitizing processes.

Digital Businessesmore collaborative

information-driveneffective

and most of all, simple

are…

Benchmarkinggreater improvements in the cycle time of key business processes over the past 12 monthsgreater improvements in productivity over the past 12 months better complete and on-time delivery of products and services

better customer satisfaction

greater improvements in time-to-decision over the past 12 months

3x

2.4x

10%

11%

3x

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

How to Change

How to Changeno longer spreadsheets driven

simplifying their platformssimplifying processes

simplifying access to insight

Our clients are…

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

So What’s Wrong With Excel?

to make them more collaborative, information-driven, effective and, most of all, simple

Why is Excel so Prolific?

1. Its Available! Who cant access it?

2. Easy to use

3. Easy to learn

4. Well accepted in the business

5. Cheap

6. But….

What’s the Issue Then?

1. Inherently prone to error

2. Easy to manipulate intentionally/inadvertently

3. No security

4. No tracking or audit

5. No support or management for the complete ‘process’

6. Spreadsheets quickly become large, complex, confusing and unclear

7. Calculations are uncontrollable and limits easily reached

8. Linked files become inevitable and a major burden

9. No multi-user capability

10.Limited reporting capability

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

Why Oracle Planning Cloud?

to make them more collaborative, information-driven, effective and, most of all, simple

So Why Oracle PBCS…..

1. User orientated development (Finance can build now)

2. Scalability with Multiple Users

3. Single Version of the Truth

4. Controlled yet transparent – Workflows and Guides

5. Proper security

6. Comprehensive user tracking and audit capability

7. Full end to end process coverage

8. Capable of presenting complex scenarios simply

9. Intuitive reporting capability

10.Infrastructure isn’t a scary issue anymore

11.Out of the box Planning specific functionality/best practice

Leaving Excel

Imagine a solution that tackles the issues with Excel, provides planning specific functionality, whilst retaining the ease of use of Excel.

Create Success…Executive Support and Sponsorship

Collaborative Approach

Effective Project Management

Change Management

Knowledge Transfer

1

2

3

4

5

Specifics…Know the Processes

Is the Logic fixed?

Keep things Simple

How’s the Chart of Accounts?

Can you get that data?

1

2

3

4

5

How Does it Feel?Before

Overwhelmed | Frustrated | Out of Date | Inertia | Uncertain

DuringConcerned | Unsure | Busy | Hopeful

AfterEmpowered | Informed | Ambitious | Leader

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

Business Case

Benchmarking86% of Best-in-Class organizations have executive commitment to financial transformation

Percentage of reports delivered in time needed by managers Percentage of stakeholders with access to financial data Percentage of accurate financial reports

Percentage increase in operating margins over past year

86%

95%

99%

94%

8%

58%

55%

43%

52%

3%

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

The Journey

Road Map…

Copyright © 2016, Qubix International Ltd. All rights reserved. Leading Innovation in Business Analytics

What Next?

Where Next on Your Digital Journey?

Take the Excel Switch Challengewww.qubix.com/excel-switch

Leading Innovation in Business Analytics