qubix client case studies

Client Success Highlights

Private & Confidential July, 2016

Expansive Team & Project Experience 2

‣ 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

Financial Client Highlights

4The Nottingham Enhanced Analytics

‣ Winner: Oracle Business Analytics Partner of the Year ‣ 70+ Essbase Projects ‣ Proven Financial Services experience

๏ The Company ‣ Nottingham Building

Society is a UK based mutual building society founded in 1849.

‣ The Nottingham is the ninth largest Building Society in the UK, with assets of over £3bn. And with over 650 members of staff across 55 branches.

๏ The Project ‣ Upgrade and deployment

of Oracle Essbase for core financial analytics and enterprise performance management.

‣ Early version of Qubix CloudBridge product used to accelerate deployment with rapid migration of existing Essbase models.

5Investec Integrate EPM and BI

‣ Winner: Oracle Business Analytics Partner of the Year ‣ Integrated BI, data warehouse and EPM ‣ Proven Financial Services experience

๏ The Company ‣ Investec is an international

specialist banking and asset management group. It provides a range of financial products and services globally.

‣ Investec is dual listed on the London Stock Exchange (FTSE 250) and the Johannesburg Stock Exchange.

๏ The Project ‣ Oracle BI deployed for Cost

Reporting Dashboards, using a newly re-configured Hyperion Planning solution.

‣ Development of a Qubix Truth Layer to unify metadata and data combined with full infrastructure upgrades.

‣ Implementation of EPRCS (Oracle Enterprise Reporting Cloud Service) to provide narrative reporting with workflow.

6Schroders Take Planning to the Cloud

‣ Global Leader for Oracle PBCS implementations ‣ Winner: Oracle Business Analytics Partner of the Year ‣ Proven Financial Services experience

๏ The Company ‣ Schroders plc is a British

multinational asset management company, founded in 1804.

‣ The company employs over 4,000 people in 27 different countries.

‣ Traded on the London Stock Exchange and is a constituent of the FTSE 100 Index

๏ The Project ‣ Cloud based Budget, Forecast and

Reporting Solution to enhance Financial Visibility and Planning.

‣ Deployment of Oracle PBCS (Planning and Budgeting Cloud Service).

‣ Scope includes Income, Balance Sheet & cash flow. Detailed Employee Level planning, Assets Under Management, Transfer Pricing and Allocations.

‣ Providing Profitability analytical capability by Channel, Geography and Activity.

7Experian High Performance Reporting

‣ Integrated BI, data warehouse and EPM ‣ Winner: Oracle Business Analytics Partner of the Year ‣ Proven Financial Services experience

๏ The Company ‣ Experian plc is a global

information services group with operations in 40 countries, with its operational headquarters in Nottingham, UK.

‣ The company employs 17,000 people and is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.

๏ The Project ‣ Performance and integration

optimisation of existing Oracle Hyperion and BI estate.

‣ Deployed Qubix Truth Layer unifying metadata across all applications.

‣ Developed an optimised Essbase ASO reporting cube resulting in 10x performance.

‣ Design Oracle BI solution for Data Flow, Reconciliation and Audit reporting.

8Mizuho Bank Integrate EPM and BI


๏ The Company ‣ Mizuho Bank is the

integrated retail and corporate banking unit of Mizuho Financial Group, one of the largest financial services companies in Japan.

๏ The Project ‣ Strategic Review of extensive

Oracle Hyperion estate. ‣ Comprehensive programme

commenced to redesign and implement a fully integrated environment founded on Qubix Truth Layer.

‣ Rebuilds of Hyperion Planning, Financial Close Manager and modifications of other existing solutions: Account Reconciliation (ARM), Profitability & Cost Management (HPCM) and Data Relationship Manager (DRM).

9Arab National Bank Accelerate Planning


๏ The Company ‣ The Arab National Bank

(ANB) is a major bank based in Riyadh, Saudi Arabia and listed on the Saudi Stock Exchange.

‣ It is among the top ten largest banks in the Middle East. It has 156 branches in Saudi Arabia and 1 branch in London.

๏ The Project ‣ Replacement of legacy OFA Legacy

system with Oracle Hyperion Planning.

‣ Comprehensive Budget & Forecast functionality across Income Statement, Balance Sheet & Cash Flow.

‣ Incorporated additional specialist functionality for: Fixed Assets, Competitor Analysis, Daily Movement Analysis and a full Treasury Application to accurately report and optimise the complete funding process.

10The Nomura Group Plan Globally


๏ The Company ‣ The Nomura Group is a

financial services group and global investment bank. Based in Tokyo and with regional headquarters in Hong Kong, London, and New York, Nomura employs about 26,000 staff worldwide.

๏ The Project ‣ Replacement of existing SAP BPC

solution which was no longer fit-for-purpose.

‣ Implementation of comprehensive Hyperion Planning solution covering all Budget and Forecast processes.

‣ Full integration with numerous other systems, including SAP GL and APPTIO.

‣ Global roll out using Agile Methodology with our teams in Tokyo, Hong Kong, New York & London.

Retail Client Highlights

12HMV take Planning to the Cloud๏ The Company ‣ HMV Retail Ltd is a British

entertainment retailing company headquartered in London, UK. With foundations since 1921.

‣ They have 2,000+ employees across 128 stores in the UK, Ireland, Canada & Hong Kong.

๏ The Project ‣ Implementation of Oracle

PBCS (Planning & Budgeting Cloud Service) to replace legacy spreadsheet application.

‣ Solution met Budget & Forecast needs of the business covering Income Statement planning, with specialist functionality to meet Employee, Sales & Stock plans.

‣ Analytics by Channel, Store and through to SKU level.

‣ Global Leader for Oracle PBCS implementations ‣ Qubix Cloud Journey Methodology ‣ Proven Retail experience

13Carpetright deliver Enhanced Reporting๏ The Company ‣ Carpetright is a leading floor

coverings and beds retailer. Since their foundation in 1988 they have grown both organically and through acquisition into an international retailer, operating in four European countries.

‣ The Group has annual revenues of over £450m.


๏ The Project ‣ Implemented Oracle Enterprise

Performance Reporting Cloud (EPRCS) for statutory reporting

‣ Reduced effort of reporting by replacing manual importing and formatting of data into Excel with automated integration of HFM & EPRCS.

‣ Ensured accuracy of statutory reports by automating the data integration and report creation processes.

14Ocado deliver Advanced Planning๏ The Company ‣ Ocado is a British online

supermarket, founded in 2000. Unlike its competitors, they have no stores with home deliveries from its warehouses, resulting in annual revenue over £1bn.

‣ The company was floated on the London Stock Exchange in 2010 and is currently a member of the FTSE 250 Index.


๏ The Project ‣ Implementation of Oracle PBCS

(Planning & Budgeting Cloud Service) with a phased approach and particular focus of Knowledge Transfer.

‣ Phase 1 delivery of foundation Budget, Forecast and Reporting across Income, Balance Sheet & Cash Flow for both Management and Statutory Reporting.

‣ Phase 2 Employee Level Planning and Phase 3 Supply Chain planning.

15Nutricia Plan at Every Level๏ The Company ‣ Nutricia is a part of the

Danone group that specialises in the delivery of advanced medical nutrition for the very young, the old and the sick.

‣ As well as being the largest specialist nutrition company in Europe, Nutricia is the market leader in the UK.


๏ The Project ‣ Implementation of Oracle PBCS

(Planning & Budgeting Cloud Service) to replace legacy spreadsheet application.

‣ Complete multi-currency Income Statement planning, which also finally standardised the Chart of Accounts.

‣ One version of the truth in data providing required reporting and analytical capability. Including differing Group and Regional reporting requirements.

16Holland & Barrett deliver Retail Insights๏ The Company ‣ Holland & Barrett is a chain

of health food shops with over 1,110 stores in the U.K. and worldwide. There are over 7,000 employees generating in excess of £500m revenue annually.

‣ Owned by the U.S. health products giant, NBTY Inc.


๏ The Project ‣ Implementation of a

comprehensive Budget, Forecast and Reporting solution using Oracle PBCS (Planning & Budgeting Cloud Services)

‣ Channel and Store level planning, accommodating alternative methods for UK and US planning approaches.

‣ Multi-currency planning and reporting capability. Advanced Rolling Forecast availability.

Public Sector Client Highlights

18Northumberland Automate Planning

‣ Global Leader for Oracle PBCS implementations ‣ Qubix Cloud Journey Methodology ‣ Proven Public Sector experience

๏ The Organisation ‣ Northumberland County

Council is a unitary authority in North East England. The population of the Non-Metropolitan Unitary Authority at the 2011 Census was 316,028.

๏ The Project ‣ Rapid implementation of Qubix Local

Government Template powered by Oracle Planning & Budgeting Cloud Service (PBCS).

‣ Integrated manpower planning with the budgeting and forecasting process, allowing automatic calculation of incremental drift.

‣ Creation of Medium Term Plans. ‣ Key financial reports and analytics. ‣ Workflow enables budget managers

to collaborate & own the forecasting process.

19Yorkshire Ambulance Plan the Future


๏ The Organisation ‣ Covers almost 6,000 square

miles, from isolated moors and dales to urban areas, coastline and inner cities.

‣ It employs over 5,000 staff and provides 24-hour emergency and healthcare services to a population of more than five million. Over 1,200 volunteers also make a vital contribution to the service.

๏ The Project ‣ Rapid implementation of Qubix

Local Government Template powered by Oracle Planning & Budgeting Cloud Service (PBCS).

‣ Eliminated duplication of effort and reduced the risk of data errors by replacing spreadsheets and Access databases with a single application.

‣ Integrated manpower planning with the budgeting and forecasting process, allowing the automatic calculation of incremental drift.

20North Yorkshire Streamline Planning


๏ The Organisation ‣ North Yorkshire Council is

based in North Allerton, North Yorkshire and provides a range of services for around 600,000 people living in approximately 256,600 households.

๏ The Project ‣ Rapid implementation of Qubix

Local Government Template powered by Oracle Planning & Budgeting Cloud Service (PBCS).

‣ Standardised and simplified the forecasting and budgeting process.

‣ Eliminated the problems of data being held in silos within spreadsheets.

‣ Enabled 250 budget managers to take ownership of and collaborate in the forecasting process.

What’s Right for You?

# of Business Analytics Projects….

300+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

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qubix client case studies

Data & Analytics