In today's highly competitive economic environment, successful companies must rapidly adapt to fluctuations in operational and economic strategies. Having a rolling forecast allows companies to: Anticipate change and promptly respond to immediate needs Proactively address long term financial consequences to the business that are not realized through traditional annual forecasting and planning methods. Extend forecasting cycles further out Standardize the forecast process Create forecasts rapidly Emphasize key drivers Join Bryan Hogan and Justin Cooper both from Finit's Hyperion Planning team as they discuss the functional benefits of Rolling Forecasts: What are the key areas of focus for a Rolling Forecast? How can a Rolling Forecast benefit my company, my division, my Cost Center? Will a Rolling Forecast create more work for my analysts? Or will it actually reduce work over time? Why are many companies using rolling forecasts now? And.... How to implement a Rolling Forecast in Hyperion Planning "out of the box" or by utilizing a more customized solution. Presenter: Bryan Hogan & Justin Cooper

1. Rolling Forecast
January 29, 2016
Bryan Hogan
Justin Cooper
©2016

2. ©2016
Finit EPM Services
Page 2
Full Cycle Implementations
Upgrades
Dedicated Support

3. ©2016
Why is Finit here?
Page 3
Finit takes pride in being a company
of makers and Doers; people who dig
in and get their hands dirty
We make and deliver personalized financial
reporting solutions and experiences
…Not Company to
Company, but Person to
Person
By listening, questioning,
and analyzing

4. ©2016
The Finit Family
Page 4
Fully aligned with
our clients, not just
bottom line $
No debt or external
ownership
Work with Finit
employees, no
subcontractors
Compensation
based on CLIENT
SATISFACTION
PRIVATELY
OWNED
CLIENT
SATSIFACTION
NO
SUBCONTRACTORS
DEBT FREE

5. ©2016
Finit Values
Page 5
Our values on which we ask you to provide consultant feedback:
• Approach & Collaboration
• Integrity & Honesty
• Client Betterment
• Self Betterment
• Colleague Betterment
• Finit Betterment
• Work Effectiveness
• Impact & Innovation
• Proactiveness
& Passion
Service Solutions Betterment

6. ©2016
Finit Customer Success
Page 6
Our values, culture, and approach to
becoming a trusted advisor to our
customers has led to
100% customer success
for every Finit client (250+) and for
every Oracle Hyperion project (500+)

7. ©2016
Some Finit Customers

8. ©2016
Questions

9. ©2016
Upcoming Webinars
Page 9
February 12th - Driver Based Forecasting -
Carla Cwiertnia
February 19th - HFM Classic vs Calc Manager
– Chris Barbieri / Scott Sawers
February 26th - Intro to Planning Part II -
Cindy Eichner

10. ©2016
About the Presenters
Page 10
Justin Cooper
(jcooper@finitsolutions.com)
Certification/Education
Bachelor of Science in Computer
Information Systems
Experience
8 years with Essbase
8 years with Hyperion Planning
9 years with Financial Reports
2 years with HFM
2 years with FDM
Client Testimonial
Justin is doing a great job on our project. Justin has made great
suggestions and works on his own when needed to complete a task. He has
taken the time to show me exactly how some of his calc scripts work (as
requested) and has made me feel comfortable that once Finit rolls off we
will be able to maintain and troubleshoot our Planning tool.

11. ©2016
About the Presenters
Page 11
Bryan Hogan
(bhogan@finitsolutions.com)
Experience
8 years with Essbase
4 years with Planning
3 years with Enterprise
21 years with financial systems,
reporting, and dashboards
Certification/Education
BBA- Finance & Banking, University
of North Texas
Client Testimonial
Finit has a remarkable reputation and no matter who you meet from the
company, you can understand where the comments come from. Each of
them is knowledgeable in so many aspects and takes the time to make sure
the client fully understands the topic. They exceed the bar of
professionalism while maintaining an enjoyable atmosphere.

12. ©2016
Rolling Forecast - Agenda
Page 12
• What is a Rolling Forecast?
• Traditional vs. Rolling Forecasts
• Rolling Forecasts in Hyperion Planning
• “Out of the box” Solution
• Customized Solution
• Summary/Questions

13. What is a Rolling Forecast?

14. ©2016
What is a Rolling Forecast
• More fluid approach to the planning process
• Creates a cycle of continuous planning
• Avoids the year-end “wall”
• Not bound to targets or predetermined
expectations
• Drives more strategic decisions versus tactical
decisions made to “hit a number”
Page 14

15. ©2016
Key Components of a Rolling Forecast
• Focus on key drivers versus a detailed list of
assumptions
• Update key drivers on a regular and
predetermined basis
• Incorporate the latest known impacts on the
business
• Utilize what-if scenarios to evaluate catastrophic
events
• Risk and Opportunities schedules are important
to evaluate a range of impacts to the what-if
scenarios
Page 15

16. Traditional vs. Rolling
Forecast

17. ©2016
Traditional vs. Rolling Forecast
Page 17
• Both types of forecast have the same amount of
actual data for trending and other analysis
• The traditional forecasts hit the year end wall in
December while the Rolling Forecasts push into
the following fiscal year and beyond
J F M A M J J A S O N D J F M A M J J A S O N D
Traditional Q1 (P3+9) Forecast
Traditional Q3 (P9+3) Forecast
Rolling Q1 Forecast (12 mth)
Rolling Q3 Forecast (12 mth)
Current Year Current Year +1
Year End Wall

18. ©2016
Traditional vs. Rolling Forecast
Page 18
Traditional Planning Process Rolling Forecast Process
Year-end Wall Always a fixed number of months
into the future
Budgets are “fixed”; forecasts are
adjusted snapshots of budget
Updated continuously
Time intensive to update; budget is
annual “event”
Takes only days to develop each
forecast
Typically planning is at a lower level Key drivers only
Negotiated targets Flexible what-if and R&O focused
outcomes

19. ©2016
Rolling Forecast Questions
• Will a rolling forecast add more work to the
finance teams to develop and maintain another
set of numbers?
• Would a rolling forecast process replace:
• Monthly financial reporting and variance analysis?
• Current monthly/quarterly forecasts?
• The annual budget process?
• The LRP/Strategic planning process?
• What is the best way to manage all of the
versions and any integration points with other
forecasts within an organization?
Page 19

20. Rolling Forecasts in Hyperion
Planning “Out of the Box” &
“Customized” solution

21. ©2016
Rolling Forecast in Planning
Page 21
• Main object used to enable Rolling Forecast are
substitution variables
• Global placeholder for information that changes regularly

22. ©2016
Rolling Forecast – “Out of the box”
Page 22
• Substitution variables are auto-generated via the Planning
web.

23. ©2016
Hyperion Planning “Out of the Box”
Page 23

24. ©2016
Hyperion Planning - Customized
Page 24

25. Key Business Drivers -
Example
Page

26. ©2016
Key Business Drivers - Example
Page 26
• Rolling forecast monthly meeting agenda:
• Discuss impacts of new actual data to
previous forecast trends
• Assess any new risks and opportunities to key
drivers
• Provide estimates and assign or update
probability to R&O as necessary
• Update the rolling forecast model as
appropriate

27. ©2016
Key Business Drivers - Example
Page 27

28. ©2016
Benefits of Implementing Rolling
Forecasts in Hyperion Planning
• Centralized system/application
• Spreadsheets not book of record
• Version control
• Standardization
• Data integration
• Security
• Reporting
Page 28

29. Summary

30. ©2016
Summary
Page 30
• Provides a more dynamic view of the business
• Identifies alternative actions more quickly as:
• Are more flexible
• Are proactive versus reactive
• Focus on key business drivers and strategic decisions
• Take less time to update
• Are more effective and easier to manage by
utilizing a systemic planning solution to assist with:
• Standardization
• Version control
• Simplified dissemination of information

31. Questions and Answers

32. Thank you for attending!
Questions?
Email us for a copy of the slides or
link to the recording
insights@finitsolutions.com
Past webinars:
www.finitsolutions.com/webinars
Presenters:
Bryan Hogan
bhogan@finitsolutions.com
Justin Cooper
jcooper@finitsolutions.com
General Questions:
Greg Barrett
gbarrett@finitsolutions.com
Joe Mizerk
jmizerk@finitsolutions.com

33. ©2016
Upcoming Webinars
February 12th - Driver Based Forecasting -
Carla Cwiertnia
February 19th - HFM Classic vs Calc Manager
– Chris Barbieri / Scott Sawers
February 26th - Intro to Planning Part II -
Cindy Eichner