Use Cases - RedApricot

Modernize your EPM Capabilities

Successful businesses are on a journey to achieve Operational excellence, Optimize Financial Performance,
and Grow by creating world-class customer experiences.

Transform your existing processes and coordinate between financial, operational, strategic and
People performance management processes with our use cases.

Modernize your EPM
Capabilities

Successful businesses are on a journey to achieve Operational excellence, Optimize Financial Performance, and Grow by creating world-class customer experiences.

Transform your existing processes and coordinate between financial, operational, strategic and People performance management processes with our use cases.

Enterprise performance management guides you by providing a navigation system to plot where
you are going, a steering mechanism to stay on the right path, and analysis and reporting tools to
provide a rear-view record of where you have been.

Analysis and inference from leading research firms line Gartner & Forrester is that any EPM
initiative should be covered under 4 main organizational components – Strategic, Operational,
Financial and People.

EPM is a Journey not a ONE TIME project and it should cover Strategic, Operational, Financial
and People Performance Processes.

Enterprise Performance Management Process is right now finance centric since it has many
cyclical reporting obligations and with the new world order its getting changed.

Corporates are now looking for Simple, Measurable, Adaptable, Flexible EPM processes
and we have built our use cases with those principles.

EPM is not only about Financial Processes.

Enterprise performance management guides you by providing a navigation system to plot where you are going, a steering mechanism to stay on the right path, and analysis and reporting tools to provide a rear-view record of where you have been.

Analysis and inference from leading research firms line Gartner & Forrester is that any EPM initiative should be covered under 4 main organizational components – Strategic, Operational, Financial and People.

EPM is a Journey not a ONE TIME project and it should cover Strategic, Operational, Financial and People Performance Processes.

Enterprise Performance Management Process is right now finance centric since it has many cyclical reporting obligations and with the new world order its getting changed.

Corporates are now looking for Simple, Measurable, Adaptable, Flexible EPM processes and we have built our use cases with those principles.

EPM is not only about
Financial Processes.

Seamlessly deploy 100+ readily available industry best
EPM process from our platform

Our Use Case Approach

STRATEGIC PROCESSES

FINANCE PROCESSES

OPERATIONAL PROCESSES

PEOPLE PROCESSES

Along with Financial planning, reporting, compliance, and governance activities, management must assume more strategic responsibilities, such as partnering with the business to facilitate and
improve decision making. Strategic Performance management processes help to Communicate objectives and initiatives, align business units, monitor and report progress, and proactively take action
when issues arise. Strategic Performance Management helps line managers and corporate executives develop and execute strategic plans. By linking strategic goals to initiatives, key performance
indicators, and people, you can set clear priorities with measurability and accountability.

Strategic
Planning

Define Strategic
Objectives / Goals
& initatives and
set financial &
non-financial targets

Top Down
Goal Setting

Set Targets by
Business Unit,
Segment, Region etc..

Balance
Score card -
Top Management

Generate Top
Management score
cards based on
strategic objectives,
goals, initiatives
and KPI's set.

Efficiency
Leadership
Planning

Plan for initatives
to optimize cost
across Enterprise
and monitor these
initatives centrally

Long term
Initiative
Planning

Extend strategic
Plan to long term
initative & translate
initatives into
Activity based
Forecasting

Real Estate:
Investment
Analysis

Scenario analysis
investments in large
projects at different
phases of projects

Financial Performance Management focuses on measuring organisations initiatives and operations in monetary terms there
by enabling business to understand the financial implication of all activities they are executing or Planned.
Financial Performance Management focuses on internal management needs of planning ahead, forecasting, benchmarking
and Analysing Actuals as well as meeting external disclosure requirements of Consolidating and reporting.

Legal
Consolidation

Entity Based
Consolidation of
Group Financials
based on IFRS or
approved GAAP
standards.

Management
Consolidation
& Reporting

Consolidate &
Report Business Unit
Financials based on
Segment, Region,
Brand etc…views

Unified Legal
& Management
Consolidation

Unified integrated
process to avoid
reconciliation between
Legal & Mgt.
Consolidation

Integrated
Financial
Planning

Quick Financial
Planning by relaying
on trends, top down
& driver based
planning Income
Statement

Income
Statement
Planning

Review full P&L
by planning through
Direct Input or
Integrating detailed
driver models.

Balance Sheet
Planning

Directly Plan for
Balance Sheet or
integrate relevant
accounts to Income
Statement &
Capex Planning

Cash Flow
Planning

Generate Indirect
Cashflow based on
Balance Sheet,
Income Statement
Planning and
Direct Input

Cost Center
Planning

Expense Plan by
Run rate, moving
avg. rate, drivers
or direct Input at
Account or line
item level.

Activity Based
Planning

Choose to plan
by Activities for key
accounts and baseline
or Input rest of
the accounts

Capital
Expenditure
Planning

Plan for Capex
by Project or Asset
Class and automatically
generate depreciation

Rolling
Forecasting

Rolling of Actual
trends to Forecasting
& Input any major
changes to Plan

Consolidation :
Notes to
Accounts

Capture and report
additional Notes to
Accounts required for
Legal & Management
Reporting

STRATEGIC PROCESSES

FINANCE PROCESSES

OPERATIONAL PROCESSES

PEOPLE PROCESSES

Operational Performance Management means having visibility and insight into drivers that impact the bottom line and helps identify profit boosting opportunities.
By linking operational activities and Financial perspectives, organizations can gain a deep understanding of the levers effecting organizational costs
and profitability of key business dimensions – customers, products, and channels – both current and future. Organizations can measure and understand how changes in resources
and business activities impact business performance and derive true cost to serve to optimize resources for the most favourable business outcome.

Activity Based
Costing

Allocate Costs
to products or
services based on
Activities involved.

Contracts &
Lease Planning

Relay on existing
contracts to project
income & expenses,
with option for
escalation &
new contracts

Project
Planning

Plan for Total
Project Cost, Cash
Flow & Funding
with option to
integrate with
Capex Plan

Trading and
Distribution :
Net Contribution
Planning

Demand Plan by
SKU and estimate
discounts by Channel
to arrive at
contribution by
brand & channel.

Sales
& Operations
Planning

Help organizations
to plan the Volume
demand, Revenue and
marketing spending.

Telco :
Demand
Forecasting

Demand Forecast
Revenue based on
customer churn,
run rate , impact
of new plans,
discounts etc…

Retail :
Variable Fees
& Rental
Planning

Calculate Revenue
based on estimated
sales & Fee % by
slabs, brand and
product category

Retail :
Sales
Planning

Estimate Sales
Planning based on
Actual trends, expected
contribution from
marketing initiatives.

Manufacturing :
Sales &
Operations
Forecasting

Plan for S&OP
Volume, impact on
Revenue, material
procurement and
costs by SKU
or Product Group.

Manufacturing :
Bill of
Materials
Planning

Based on Operational
volume and BOM
generate raw materials,
Activities required
& Cost involved

Manufacturing :
Supply Chain
Inventory
Planning

Plan for inventory
in advance based on
Demand Forecast,
Capacity limitations
and existing inventory.

Pharma :
Sales &
Operations
Planning

Plan for S&OP
Volume, impact on
Revenue, material
procurement and
costs by SKU
or Product Group.

STRATEGIC PROCESSES

FINANCE PROCESSES

OPERATIONAL PROCESSES

PEOPLE PROCESSES

People Process Management is a process for establishing a shared workforce
understanding about what is to be achieved at an organisation level. It is about aligning the
organisational objectives with the employees' agreed measures, skills, competency requirements,
development plans and the delivery of results.

Headcount
Planning

Review existing
Headcount and
Plan for new
Headcount, attrition
& transfers by
Business Unit.

Staff Cost
Planning

Calculate impact
of changes to
Headcount on over
all Staff Cost
of company.

HR Sales
Commission
Planning

Setting of Sales
targets and compute
commission by
tracking Sales
contribution at
Employee level

HR Performance
Appraisal
planning

Empower Managers
to set targets
and monitor progress
by generating
Employee level
Score cards

HR Staff
Cost
Allocation

Allocate Costs of
Centrally Budgeted
Headcount to
Business Units

Workforce
Capacity
Planning

Get visibility on
workforce capacity
limitations by
associating workforce
with activity plan.

Retail :
Store
Workforce
Planning

Review activities
involved in store,
avg. service time by
activities and generate
work force plan

Coming Soon

STRATEGIC PROCESSES

FINANCE PROCESSES

OPERATIONAL PROCESSES

PEOPLE PROCESSES

Real Estate:
Investment
Analysis

Long term
Initiative
Planning

Efficiency
Leadership
Planning

Balance
Score card -
Top Management

Top Down
Goal Setting

Strategic
Planning

Along with Financial planning, reporting, compliance, and governance activities, management must assume more strategic responsibilities, such as partnering with the business to facilitate and improve decision making. Strategic Performance management processes help to Communicate objectives and initiatives, align business units, monitor and report progress, and proactively take action when issues arise. Strategic Performance Management helps line managers and corporate executives develop and execute strategic plans. By linking strategic goals to initiatives, key performance indicators, and people, you can set clear priorities with measurability and accountability.

STRATEGIC PROCESSES

Seamlessly deploy 100+ readily available industry
best EPM process from our platform

Our Use Case Approach

Coming Soon

Brand :
P&L Planning

Project Quotation
Planning

Economic Value
Add Analysis

P&L Baseline
& Topdown
Allocations

Funding
(Treasury
Planning)

Revenue
Accruals using
POCM

Liner :
Market Income
Statement

Logistics :
Consolidated
Income Statement
by LOB

Logistics :
Customer P&L
Planning
& Reporting

Central
Planning
& Allocations

Activity Based
Shared Service
Allocations

Predictive
Forecasting

Consolidation :
Disclosure &
Financial
Reporting

Consolidation :
Notes to
Accounts

Rolling
Forecasting

Capital
Expenditure
Planning

Activity Based
Planning

Cost Center
Planning

Cash Flow
Planning

Balance Sheet
Planning

Income
Statement
Planning

Integrated
Financial
Planning

Unified Legal
& Management
Consolidation

Management
Consolidation
& Reporting

Legal
Consolidation

Financial Performance Management focuses on measuring organisations initiatives and operations in monetary terms there by enabling business to understand the financial implication of all activities they are executing or Planned. Financial Performance Management focuses on internal management needs of planning ahead, forecasting, benchmarking and Analysing Actuals as well as meeting external disclosure requirements of Consolidating and reporting.

FINANCE PROCESSES

Coming Soon

Hospital :
Patient &
Bill Size
Planning

Food &
Beverages :
Net Contribution
Planning

Airport
Management :
Revenue
Planning

Smelting :
S&OP
Planning

Land
Transportation :
Net Contribution
Planning

Utilities :
Revenue based
on Capacity
Planning

Real Estate :
Rental Revenue
Planning by
Contracts

Real Estate
Consultancy :
Project Gross
Margin Planning

Trading :
Channel
Management
Planning

Trading :
Supply Chain
Inventory
Planning

Brands :
Advertising &
Marketing Plan

Pharma :
Sales &
Operations
Planning

Manufacturing :
Supply Chain
Inventory
Planning

Manufacturing :
Bill of
Materials
Planning

Manufacturing :
Sales &
Operations
Forecasting

Retail :
Sales
Planning

Retail :
Variable Fees
& Rental
Planning

Telco :
Demand
Forecasting

Sales
& Operations
Planning

Trading and
Distribution :
Net Contribution
Planning

Contracts &
Lease Planning

Activity Based
Costing

Operational Performance Management means having visibility and insight into drivers that impact the bottom line and helps identify profit boosting opportunities. By linking operational activities and Financial perspectives, organizations can gain a deep understanding of the levers effecting organizational costs and profitability of key business dimensions – customers, products, and channels – both current and future. Organizations can measure and understand how changes in resources and business activities impact business performance and derive true cost to serve to optimize resources for the most favourable business outcome.

OPERATIONAL PROCESSES

Coming Soon

Retail :
Store
Workforce
Planning

Workforce
Capacity
Planning

HR Staff
Cost
Allocation

HR Performance
Appraisal
Planning

HR Sales
Commission
Planning

Staff Cost
Planning

Headcount
Planning

Along with Financial planning, reporting, compliance, and governance activities, management People Process Management is a process for establishing a shared workforce understanding about what is to be achieved at an organisation level. It is about aligning the organisational objectives with the employees' agreed measures, skills, competency requirements, development plans and the delivery of results.

PEOPLE PROCESSES

Creating the right process for you is your job and is the core of our activity and in order to do that we look at the
latest trends, industry practices and academic/research outputs that is generated in the EPM Domain. We convert
them into simplified processes, that can be enabled by technology.

Our 50+ Use Cases are ready for enterprise-wide deployment & we firmly believe that for a successful
EPM Implementation Process is King.

Business Content to Execution

Creating the right process for you is your job and is the core of our activity and in order to do that we look at the latest trends, industry practices and academic/research outputs that is generated in the EPM Domain. We convert them into simplified processes, that can be enabled by technology.

Our 50+ Use Cases are ready for enterprise-wide deployment & we firmly believe that for a successful EPM Implementation Process is King.

Business Content
to Execution