Enterprise Performance

Management
Service brochure

Our enterprise Implementation of Performance Management (EPM)

services enable organizations to unlock their business potential. They
need integrated EPM platforms that unify their performance management
processes and help them bridge the gap between their goals and results.
Our EPM offerings are designed to meet the needs of our clients and help
them acquire the required capabilities in finance and IT.

Management
Data

Im
pro
ve

ntegration
Data I

t
as
rec
Fo

ve
Data Go rnance

Enterprise
planning

Driver-based
performance
managment

Reporting
and analytics

Report

Tec
hn

ical Infrastruct

Financial
consolidation

ure

Why EY?

An integrated experienced team in a

well-established global network:
We work with subject matter experts in
the country and globally in all spheres
including industry, accounting, finance,
technology, data, processes, risk and
treasuries.

Strong business and technology focus:

Our Thought to Finish offering will
help you from the start of defining your
business requirements to implementing
your vision.

Practical tried and tested approach:

We have a practical top-down
integrated approach that covers all the
critical components and is in line with
leading practices in India and around
the world.

Technological independence:
We are technologically independent and
support all major EPM solutions and IT
frameworks as well as enabling tools
integrated with all major ERP systems.

Our business performance management

offerings: These cover the key functions
of financial consolidation, strategic
planning, budgeting and forecasting, and
management reporting.

How EY
can help

Financial consolidation and reporting of value proposition

Consolidation of financial data from business units within
an organization and performance of adjustments, currency
translation, elimination for multi GAAP and management
reporting
Financial closure and COA process design
Consolidation of system design and implementation
Disclosure management
Business planning, budgeting and forecasting value proposition

Where have we
done it before?
Global retail bank
British multinational
publishing and education
company
Indian IT consulting
and system integration
services company
Indian internet access
and telecommunications
company
Global life insurance
company

Defining budgeting calendars and processes, and top down

and bottom up planning to provide reports that facilitate
financial budgeting and forecasting on various drivers and
scenario-based approaches
Designing budgeting and forecasting process
Planning system design and implementation
Implementing strategic planning models
Facilitating driver -based planning
Cost allocation
Management of allocation of costs and revenue, which is
necessary for computation of the profitability of a business
segment, e.g., a product, customer, region or services for
managements needs, legal reports and transfer pricing
Allocation of project-based costs and revenue
Implementation of multiple allocation models using drivers
Allocation of traceability to source

Potential client benefits

Efficiency

Effectiveness

Integration

Financial consolidation

Drill down/Slicing and dicing

and flexibility

Integration of source system

Top-down/bottom-up
planning
Scenario and collaborative
planning

Reduced cycle time

Rolling out of plans

Increased efficiency and

effectiveness in planning
process

Change management

Compliance and audit trail

Reconciliation of historical
data
Unified view of financials
across group company

Credentials

Large Indian BPO Organization financial planning and budgeting

Business challenge:
Need for timely reporting of planning/budget data to Hyperion
Pressure to reduce costs and efforts
Need to eliminate multiple Excel files
Impact of frequently changing Forex rates reflected in minimal time in system
Necessity of accurate and reliable reports for higher level management
Increasing requests for ad hoc analysis by various teams to finance department
System design principles:
Development of multi-currency cost center and location-based management reporting framework
Allocation of various regional-level products
Replacement of an Excel-based planning database with a multi-dimensional planning model
Ability of the system to report across more than 18 views
Flexibility to input and report data in multiple currencies for a single entity
Collection of data from around 500 cost centers, and validation and consolidating these
EYs advantage:
Easier process for month-end planning
Excel and web-based reporting, enabling client to create ad-hoc reports for advanced analysis
Actual vs. planned reporting
Accuracy, integrity and consistency maintained throughout organization with Hyperion Planning as
single source of truth
Secure and improved access to critical business information
Improved process control using system workflow and version controls
Service offering:
Hyperion Financial Planning
Hyperion Financial Reporting
Hyperion SmartView
QA testing of functional, integration system and automation

Credentials

Indian subsidiary of global telecom giant financial statement close

Business challenge:
Absence of standardized closing calendar and financial closing checklist resulting in varying
efficiency at circles
Need for improving integration of Oracle with other billing and reporting applications for
improved accuracy and reduced financial closure of cycle time
Highly manual activity for accounting of expenses and cost accruals with limited use of the
functionality within Oracle
Significant manual intervention in review, approval and validation process across circles
Possibility of completion of manual forms and KPI data collection being interfaced through
existing applications that will help to reduce the month-end close cycle
System design principles:
Detailed review/assessment of process affecting month close: revenue, expenses, fixed assets
across circles and company to categorize issues and challenges delaying close process
Identification of quick wins and long-term action items for issues listed
Implementation of action plans by process area
Facilitation of FSCP benchmarking in line with leading practices
Management buy-in of action plans
EYs advantage:
Reduction in financial closure timelines (WD13 to WD 7 days)
Establishment of common closure calendar across 22 OpCo and corporate teams
Facilitation of implementation of improvement opportunities by obtaining buy-in of key
stakeholders
Service offering:
Closure review and implementation of financial statement

Ernst & Young LLP

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