Implementing Oracle Hyperion Financial Planning at Airways New Zealand

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

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

Indigo New Zealand • 22 Staff, 17 are specialists in Enterprise Performance Management & BI • Offices in Auckland 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 | www. indigo. co. nz

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 | www. indigo. co. nz

Who are Airways New Zealand? ► Airways Specialises in; • 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. see the future first | www. indigo. co. nz

Who are Airways New Zealand? see the future first | www. indigo. co. nz

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 | www. indigo. co. nz

Oracle Hyperion® System™ 9 Planning™ ► Planning in context see the future first | www. indigo. co. nz

Oracle Hyperion® System™ 9 Planning™ ► Advantages see the future first | www. indigo. co. nz

Oracle Hyperion® System™ 9 Planning™ ► 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 see the future first | www. indigo. co. nz

Oracle Hyperion® System™ 9 Planning™ ► The 3 main modules / cubes Hyperion/Oracle Planning V 9. 3. 1 JD Edwards P&L Pay Calc Balance Sheet Intern ationa l Chris 21 see the future first | www. indigo. co. nz

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

The Project ► The Project Timeline see the future first | www. indigo. co. nz

The Project ► Some Metrics 1. Cube Sizes 2. Business Rules • P&L = 8, 145 Blocks • Balance Sheet = 28, 000 Blocks • Pay Calc = 8, 000 Blocks • Total Number = 50 + • Member Formulae = 100+ Internationally experienced in over 65 countries see the future first | www. indigo. co. nz

Results and Lessons Learnt ► F 1 - Went Live in October 2007 with Pay Calc and P&L • • • 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 | www. indigo. co. nz

Results and Lessons Learnt ► F 2 & Budget 1. Went “Live” with International in Feb 2008 2. 2 nd Run for Pay Calc and Profit and Loss • • Significantly shortened process again Introduction of Cost Drivers Baseline and Incremental budgeting No Balance Sheet see the future first | www. indigo. co. nz

Results and Lessons Learnt ► Budget Tasks see the future first | www. indigo. co. nz

Results and Lessons Learnt ► Employee Permutations see the future first | www. indigo. co. nz

Results and Lessons Learnt ► Grade Changes see the future first | www. indigo. co. nz

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

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

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

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 | www. indigo. co. nz

Any Questions? see the future first | www. indigo. co. nz