Enterprise Performance Management

About
Agenda
Masterclass 1
Masterclass 2
Sponsors/Partners

About

EPM tools have enabled organisations to have a single view of their organisation, revolutionise business processes and create efficiency gains.

Microsoft will host an invitation-only Breakfast presentation before the main agenda starts. Contact dominic@conferenz.co.nz if you would like to attend this function and go on the shortlist.

This intensive one-day conference will examine:

EPM in NZ businesses
Importance of high quality business information
Using EPM to create efficiency gains

Fonterra will present a special extended case study about the implementation of their EPM system and the effect it has had, from both a business and an IS perspective.

Agenda

Agenda: Day 1

7.30

Invitation Only Breakfast: Sponsored by Microsoft

8.30

Registration & Coffee

9.00

Opening remarks from the Chair

Lukas Svoboda, Technical Project Manager, Orion Health NZ

9.10

Overview: EPM and its future in the New Zealand business environment

As more businesses alter EPM systems within their organisations, the value of EPM and its business advantages are realised across the board. Hear the discussion about where EPM is headed both within
New Zealand and internationally.
• Latest trends, pathways and technologies
• What can be achieved with EPM and where do BI tools fit in?

Lindsay Zwart, Dynamics Lead – New Zealand, Microsoft

9.55

Best-of-breed or integrated system? Determining the right EPM technology for your company

When looking at your organisation’s EPM it is important to consider what you hope to gain from it, what you want to measure and how you are going to measure it.
• What are the relative merits of an integrated system?
• Why use the best-of-breed approach?
• What is the organisational capability to implement these systems?

Sander Lommertzen, Business Systems Manager, Endace

10.40

Morning break & refreshments

11.00

Case Study: How our EPM strategy has influenced the way we operate (Case Study)

Alistair, Paul and Malcolm will deliver a multi departmental look into how Fonterra’s EPM strategy has influenced the different Business Units and the way they receive and act upon business information. Hear from both Business and IS perspectives as they discuss the process of implementation and its outcomes.

Part One: The Business Perspective
• Identifying and defining performance metrics with performance centric methodologies
• Business Governance of EPM and the integration of EPM across the Business
• How has EPM enabled and improved best practise processes?
• Clarifying the information needs of Business Units and simplifying reporting processes
• How has EPM enabled better access to information to the rest of the business?

Part Two: The IS Perspective
• How has EPM been enabled by IS within Fonterra?
• What is the IS Strategy behind EPM?

Alistair MacDonald, Project Team Leader, Fonterra
Paul Glenton, Finance Manager, Fonterra
Malcolm Humphries, Application Capability Lead, Fonterra

12.00

Case Study: Streamlining educational programmes at the NZ Red Cross (Case Study)

The implementation of a CRM system at the New Zealand Red Cross has led to improvements in the way information was communicated across multiple locations. This case study will focus on how the new system has created consistency across the organisation with a centralised system and the benefits uncovered from the implementation.
• Implementation – the challenges of choosing, customising and implementing the CRM system
• The importance of having a centralised and consistent system New Zealand wide
• Adapting the system as the business needs change
• Impact on customer satisfaction and retention

Graham Wrigley, National Education & Training Manager, New Zealand Red Cross
Marcus Bird, National Accounts Manager, New Zealand Red Cross

12.50

Lunch

1.50

Defining the goals for your EPM systems

Measuring core KPIs is the main goal of EPM implementation – but how do you define how these will be measured? This session observes how to define the desired outputs of EPM systems to ensure you get useful results instead of nice-to-haves.
• What do you need to know and how do you want to find out?
• Aligning measurements against desired business outcomes
• Creating KPIs to measure validity and keeping track of KPIs for different purposes

Chandan Ohri, Partner – Risk Advisory Services, KPMG NZ

2.30

Case Study: The Importance of good quality customer data, and how to achieve it (Case Study)

Having good quality customer data is the foundation for all business functions. Susan Needham will discuss how having accurate customer information has been crucial in the organisations she has worked for, data quality initiatives at NZ Post Group, and how the team she manages has helped a number of NZ businesses improve their data quality. This presentation will cover:
• Why accurate customer data is a fundamental need for all business departments
• The cost of poor customer data quality
• The influence of high quality data on marketing
• Ensuring accurate, valid and reliable customer data

Susan Needham, Manager Data Solutions, NZ Post Group

3.20

Afternoon break & refreshments

3.45

Ensuring high level data and reporting quality across the board

How can you ensure the data analysed from your EPM system is accurate and the resulting reports are not compromised? Igor will discuss tips and tricks which will enable you to keep your data of a high quality and prevent lapses in reporting.
• Developing enterprise awareness to assist with business-wide data gathering and learning not to measure everything
• When it’s not all about data – clear visibility and reporting of other aspects
• Ensuring published results are relevant – if not what needs to change?

Igor Albornett, Architecture Team Leader, POWERCO

4.30

Closing remarks from the Chair

5.00

Close of conference & networking drinks

Masterclass 1

Business Intelligence 2012 and Beyond
9.30 – 12.30pm, 23 February 2012

Business analytics delivers immediate and actionable insight into how your business is performing. With the right tools and the right knowledge, business analytics can give everyone in your organization the ability to spot and analyze trends, plan and budget resources, and to predict potential threats and opportunities.

This business analytics experience masterclass will be a hands on event that places senior finance and IT professionals into executive roles in a fictitious company. Workshop attendees will participate in a business simulation of meeting aggressive revenue targets, all while learning to use business analytics tools to make business decision-making easier.

Masterclass attendees will learn how to use business analytics tools to:
• Establish a business plan and weigh up different options
• Assess impacts
• Make better decisions and understand the outcomes

Benefits of Participation
• Gain real-world experience using business analytics tools
• Learn how business analytics tools provide the integrated capabilities required for performance management
• Provide a common ground and understanding of integrated sweet-spots of information

Hosted by Cortell NZ Ltd in conjunction with IBM

Faciliators:

Brad Hill, Senior Technical Sales Consultant, IBM
Brad works with IBM clients across Australia and New Zealand, to recommend the best solution for their analytical requirements. Brad also develops and delivers product demonstrations and presentations which articulate the IBM SPSS technology and product positioning to both business and technical users at events across Australia and New Zealand.

Nick Lancuba, Manager of Performance Management Strategy, IBM Australia
Nick has over 11 years’ experience in business intelligence, planning, consolidation and financial systems management. He holds a Bachelor of Business in Accounting from University of Western Sydney. He is also a Certified Practicing Accountant (CPA), professional member of the Australian Society of CPAs and an accredited SAP trainer.

Masterclass 2

Managing and Analysing Geospatial Business Intelligence
1.30-4.30pm, 23rd February 2012

Businesses are becoming more aware of the geographical constraints on their BI data and systems. With the right focus,
organisations can hone their business data into a form which takes geographical information into account to enable better decision making processes.

This geospatial analytics masterclass will delve into what you need to know about managing your business data in regards to geographical constraints. You will uncover real life examples of successful geographic business intelligence and systems.

Masterclass attendees will learn how to use Geospatial Business Intelligence tools to:
• Enhance business decision making
• Better understand the risks & opportunities their business faces
• Save time and increase productivity
• Visually communicate complex spatial and organisational information

Benefits of Participation
• Gain real-world experience using geospatial business
intelligence tools
• Understand why it’s the quality of the data that underpins everything geospatial
• Learn about powerful, cost effective solutions your organisation can use today

Hosted by Terralink International

Facilitator: Mike Donald, Managing Director, Terralink International Ltd.
With over 30 years business experience, Mike has worked extensively in the e-commerce arena and across a wide range of industry sectors including; environmental, science and agribusiness and has twice been a finalist in the New Zealand
Entrepreneur of the Year Award. Mike has a BSc, post graduate diplomas in Agricultural Science and Business studies, and holds an MBA, and a Masters degree in Marketing.