Case Studies

Here’s a sampling of the results we have delivered:


Case Study

HYPERION FINANCIAL MANAGEMENT RE-DESIGN

Multinational Insurance Provider


Business Issues:

  • Need to review current HFM application design to point out deficiencies hindering performance
  • Need to reduce consolidation times and time spent on application maintenance
  • Need to replace manual cash flow with more automated method
  • Ensure business users and IT support have a functional understanding of the newly designed HFM application
  • Need a trusted partner to guide them through re-design, testing, training, and implementation

CompIntelligence Solution and Methods:

  • Provide an experienced Lead HFM developer
  • Provide best practice recommendations for utilizing the enhanced functionality of HFM
  • Hold design sessions with Finance users to gather all requirements necessary to validate application re-design
  • Define testing, training, communication, and knowledge transfer strategies
  • Provide proper documentation of technical and functional aspects of the application
  • Successful implementation designed to be on-time and on-budget

Why CompIntelligence:

  • Insurance/Banking expertise
  • Proven track record at this client
  • HFM technical and functional expertise

Project Benefits:

  • Vastly improved application performance
  • Reduced time spent on application maintenance
  • Application re-designed to be in alignment with client reporting requirements and best practices
  • Client finance users now trained on new application

Case Study
HYPERION PLANNING & FINANCIAL DATA QUALITY MANAGEMENT WITH ERPi

A Leader in Aviation Technology


Business Issues:

  • Boost efficiency while growing in new industries
  • Cut maintenance costs of existing Excel-based planning and budgeting tool
  • Eliminate data inconsistencies with actual data entered for forecasting
  • Integrate siloed budgeting processes at cost center and product levels
  • Shorten lengthy budget cycle

CompIntelligence Solution and Methods:

  • Reviewed client issues and capabilities
  • Developed detailed plan to update planning and budgeting process to meet needs
  • Used ERPI/source adapters to import Oracle 11 GL, w/ flat files, Hyperion Enterprise and Oracle 12
  • Drilled back from planning app to Oracle GL system
  • Implemented modules built on Oracle Hyperion Planning, FDM and Oracle EPI
  • Conducted employee training on use of system

Why CompIntelligence:

  • Seasoned finance professionals with 20 years average experience
  • Implementing Hyperion products since 1990’s
  • Multiple references from happy clients
  • Trusted business and technology partner
  • Proven track record

Project Benefits:

  • Harmonized budgeting/forecasting across company
  • Centralized/standardized data in single source
  • Implemented project-centric budgeting solution
  • Increased efficiency (automated consolidation, interfaces and currency translation)
  • Eliminated dependency on Hyperion Enterprise
  • Enabled Top-side adjustments at multiple levels
  • Integrated actuals into planning tool for analysis
  • Centralized production system maintained by IT

If you would like to discuss these and other case studies further, please contact a CompIntelligence Practice Leader by filling out the form to the right