see the future first | Implementing Oracle/Hyperion Financial Planning at Airways New Zealand Kevin Grosvenor & Peter Walters

see the future first | AGENDA Introduction Indigo New Zealand Who are Airways New Zealand? System 9 “Planning” The Project Results and Lessons Learnt Summary Questions? ►Airways and their Budgeting and Planning project

see the future first | Indigo New Zealand 22 Staff, 17 are specialists in Enterprise Performance Management & BI Offices in Auckland and Wellington Supply, implementation and support of EPM, BI and DW A decade of experience in selling, implementing and supporting Work with Oracle Hyperion range Operate across all industry and government sectors throughout New Zealand

see the future first | Who are Airways New Zealand? Airways New Zealand is one of the worlds' leading providers of commercial Air Navigation Services, responsible for managing all domestic and international air traffic operating within New Zealand's 37 million square kilometres of airspace. In 2003, and again in 2008, Airways was rated the top Air Navigation Services provider in the world for outstanding performance in customer satisfaction, cost efficiency and continuous improvement, by the International Aviation Transport Association representing 93% of the world's airlines. “ Developed and used in New Zealand by Airways, the Flight-Yield™ system is a sophisticated revenue management system that automates the complex job of billing aircraft movements.”

see the future first | Who are Airways New Zealand? Strengthening and commercialising ANS providers Designing, planning, implementing and project managing air navigation systems and associated services Training air traffic controllers and air navigation system engineers and technicians Providing support services included quality assurance, auditing, flight inspection and equipment maintenance. ►Airways Specialises in;

see the future first | Who are Airways New Zealand?

see the future first | Oracle Hyperion® System™ 9 Planning ™ Is a centralised, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes. It provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration

see the future first | ►Planning in context Oracle Hyperion® System™ 9 Planning ™

see the future first | Oracle Hyperion® System™ 9 Planning ™ ►Advantages

see the future first | ►Stated desired benefits of solution to Airways Focus on leading and future oriented indicators Enhance the relevance and timeliness of forecasts Obtain greater visibility of business issues and their financial and resource consequences Reduce the workload and time to generate forecasts and budgets Improve collaboration between team members Improve availability of actual/historical information Obtain better alignment between performance measures and strategy Enhance business decision making Provide a management enterprise reporting tool which enables intuitive design and use Oracle Hyperion® System™ 9 Planning ™

see the future first | Hyperion/Oracle Planning V9.3.1 Balance Sheet Intern ationa l P&LPay Calc JD Edwards Chris 21 ►The 3 main modules / cubes Oracle Hyperion® System™ 9 Planning ™

see the future first | Airways Sponsor – CFO Delivery Project Manager Finance Manager(Client) Administrator Management Accountants Indigo Project Manager Solution Architect 3 Developers Technical Specialist ►Team Structure The Project

see the future first | ►The Project Timeline The Project

see the future first | P&L = 8,145 Blocks Balance Sheet = 28,000 Blocks Pay Calc = 8,000,000 Blocks ►Some Metrics The Project 1. Cube Sizes2. Business Rules Total Number = 50 + Member Formulae = 100+ Internationally experienced in over 65 countries

see the future first | ►F1 - Went Live in October 2007 with Pay Calc and P&L Results and Lessons Learnt Aggressive timescales Complexity of Employee Permutations Planning 2 years out, pay increments, new employees, Ab Initio’s GAAP and EVA Accounting methods Shorter Budget process than previous years Process orientated through task lists

see the future first | 1.Went “Live” with International in Feb nd Run for Pay Calc and Profit and Loss ►F2 & Budget Results and Lessons Learnt Significantly shortened process again Introduction of Cost Drivers Baseline and Incremental budgeting No Balance Sheet

see the future first | ►Budget Tasks Results and Lessons Learnt

see the future first | ►Employee Permutations Results and Lessons Learnt

see the future first | ►Grade Changes Results and Lessons Learnt

see the future first | 1.“live” again 29 September 2008 ►F Results and Lessons Learnt Performance Tuning enhancements Rolling Scenarios, Users provided with [living] workspace

see the future first | 1.Preparation time 2.Materiality 3.Hybrid Teams 4.Infrastructure 5.Scope 6.Wind in Wellington ►Project Lessons Results and Lessons Learnt

see the future first | 1.Dynamic Forecasting 2.Direct Cost Model 3.Cost Drivers 4.Small Data Mart to link HR data …….. ►The Future …… Results and Lessons Learnt

see the future first | Summary 1.Successfully moved Airways to a new Budgeting Tool 2.Supports existing process and provides enhancements 3.Evolutionary development as experiences were built on during the process 4.Does however provide real benefits to Airways

see the future first | Any Questions?