EPM Key Design Decisions - Design Phase
EPM Key Design Decisions - Design Phase
Vishwanath Gamanagatti
Chartered Accountant, Solution Architect
www.linkedin.com/in/vishwanathg
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Internal to Wipro
EPM - Key Design Decisions – Design Phase
What is client's strategy – Cloud first for financial planning?
Cloud based planning tools comes with lot of advantages and flexibility .
How are customer segmented and how many customer segments are there?
Customers are segments enables reporting and analysis defines the financial models granularity level .
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Internal to Wipro
EPM - Key Design Decisions – Design Phase
How many additional dimensions required for analysis and reporting?
Like Data Source , city , Employee number, cost center, profit center etc.
How many complex business calculations are used in currency financial planning?
KPI calculations etc. .
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Internal to Wipro
EPM - Key Design Decisions – Design Phase
What are key KPI and reports in each business planning?
how often these reports are prepared and distributed
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Internal to Wipro
EPM - Key Design Decisions – Design Phase
Global planning templates
Planning templates to meet different planning's needs – Revenue planning, Operational planning, Capex planning etc.
Standard planning process and timelines for reginal and global planning
Regional and global calendar for planning.
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Internal to Wipro