Financial Consolidation Hub Overview Presentation

Report
Environmental Accounting & Reporting
Presenter’s Name
Presenter’s Title
Safe Harbor Statement
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle At-a-Glance
Globally…
#1 in Database
#1 in Supply Chain Mgmt
#1 in Customer Relationship Mgmt
#1 in Human Capital Mgmt
#1 in Industries
Founded in 1977. Headquarters in Redwood Shores,
CA with operations in 145 countries.
• 286,000 total customers
• 235,200 database customers
• 37,500 applications customers
• 24,000 SMB apps customers
• 53,800 middleware customers
- Retail
• 19,500 partners
- Public Sector
• 74,000 employees
- Professional Services
• 14,000 developers
- Financial Services
• 7,500 support staff
- Communications
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Environmental Accounting &
Reporting At-a-Glance
Collect Data
Calculate & Analyze
• Capture data using existing
• Perform Greenhouse Gas
business processes
• Single source of truth assuring
data quality and auditability
and other calculations
• Ad hoc data analysis with
business context
Report
• Identify and manage
business opportunities
• Generate reports for
external publication
“…companies are finding that spreadsheets no longer meet their
requirements. They need a system that cuts across operational
silos, taps into multiple asset classes and data sources, creates
structured databases of auditable information, then analyzes and displays
information in a role-sensitive manner, enabling action and management.”
– Christopher Mines, Forrester Research
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Business Pressures
Regulatory Pressure
Stakeholder Pressure
• How do I meet my regulatory
• How do I meet increasing
reporting requirements?
demands for transparency?
• How do I report more
• How do I protect and build
the organization’s brand?
efficiently and with a higher
level of confidence?
Collect Data
Calculate & Analyze
Report
Cost Reduction
Increased Competition
• Where can I reduce
• How can I respond to the
environmental impacts while
also reducing costs?
• How do benchmark and share
peer activity in the space?
• How can I increase margins
and gain market share?
best practices across the
organization?
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Operational Challenges
Facilities
Environmental Impact Sources
Multiple, Fragmented Systems
• Silos of information
• Inefficiencies
Mobile Assets
Manual, Error-Prone Processes
• Data extraction and transformation
• Adjustments and eliminations
Aggregation
Suppliers
Accounting Challenges
• Standards
• Currencies
• Access Control
• Auditability
Lack of Actionable Business Data
• Unreliable
• Latency
Other Sources
 Lengthy reporting process with weak internal controls
 Complex systems that cannot identify new opportunities
 Disconnect between strategy and execution
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Sustainability: A New Business Imperative
Megatrend Increasingly Among the Top Business Priorities for CEOs
New Mind Set: Sustainability issues
should be embedded in core business
More companies are reporting on
greenhouse gases & other metrics
Source: United Nations Global Compact CEO Survey 2010
Source: Carbon Disclosure Project 2010
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Growing Regulatory Pressure
Worldwide Greenhouse Gas Legislation
• Canadian Security Commission, Mandatory
Environmental Disclosure, 2007
• Canada Environmental Protection Act, GHG
Emissions Reporting Program 2004
• UK Climate Change Act, 2008 CRC
• Energy Efficiency Scheme, 2010
• Accounting and Reporting, 2011
• EU Emission Trading Scheme, 2005
• Sweden, Guidelines for External Reporting
by state-owned companies, 2007
• Climate and Energy package, 2009
• Denmark, Financial Statement Act, 2009
• Spain, Sustainability Economy Law,
Mandatory Reporting , 2011
• Japan, Voluntary
Emission Trading
Scheme, 2005
• California Global Warming Solutions Act
AB32, 2006
• RGGI: Regional GHG Initiative, 2008
• Federal Executive Order 13514, 2009
• US EPA Regulates GHG Emissions, 2010
• SEC Interpretive Guidance on Climate
Change Risk Disclosure, 2010
• Brazil, Climate
Change Bill, 2010
• National Action
Plan for Climate
Change, 2008
• South Africa, King III Code,
Listing Requirement for the
Johannesburg Stock
Exchange, 2009
• NGER Act, 2007
• RET-Renewable Energy
Target, 2009
• Carbon Pollution
Reduction Scheme, 2012
• Environmental Information
Disclosure Act, 2007
• Energy and Emissions
targets in the new 5yr plan
• Carbon trading market: as
soon as 2011
• New Zealand
Mandatory
Emission Trading
Scheme, 2008
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Industry Drivers and Initiatives
Variations in Key Drivers Across Industries
Public Sector – facilities, energy, civic leadership, regulation
Retail & CPG – facilities, brand, distribution, waste
High Tech – energy, water, waste, data centers, brand
Industrial Manufacturing – energy, water, waste, regulation
Communications – facilities, brand, infrastructure
Higher Education – facilities, student engagement
Financial & Professional Services – facilities, data centers
Travel & Transportation – energy, assets, brand
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Environmental Accounting & Reporting Opportunities
Sustainability-Focused Companies Reduce Costs
Source: Aberdeen Group, 2009
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Automated, Auditable Collection of GHG and Environmental Data
New Oracle Solution for Greenhouse Gas and
Environmental Data Collection and Reporting
• Data collection using Financials for EBS or JDE EnterpriseOne
• Emissions calculation following Greenhouse Gas Protocol
• Pre-built OBIEE reporting and analytics tools, including
responses to the Carbon Disclosure Project
• Rapid implementation as embedded ERP system component
• Proven solution built on market leading technology

Increase Data Collection Efficiency and Reliability

Comply with Global Greenhouse Gas Regulations

Improve Environmental and Financial Performance
Data collection in Financials
OBIEE Dashboards
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
What Customers Are Saying…
Customers Successfully Using the Solution
Because our GHG emission reporting is now incorporated
into our financial reporting systems, and based around
accounts payable data entry, we now have complete
confidence that the data is an accurate measurement of energy consumption. Oracle
Environmental Accounting and Reporting Solution provides a solid foundation for
meeting Abigroup’s internal and external reporting requirements and also feeding into
our clients’ own energy and emissions reporting obligations”
– Sarah Marshall, National Environment and Sustainability Manager
“We can view the greenhouse gas and energy figures for each of
our facilities on a daily basis. Before we had this solution in
place, we had to download the data from the JD Edwards
system and manipulate it in Microsoft Excel, which would take a
couple of months. Now, it takes a couple of days to get the data and enter it into the
Australian Government Web site. Data accuracy is far better too.”
– Ian Wade, Executive General Manager
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
How
Delivers
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Environmental Reports and Dashboards
Environmental Data Warehouse
Organization
Source
Scope
Facility
Region
Warehouse Builder
Environmental Data ‘Ledger’
Emissions Calculation Engine
Environmental Data Collection
Invoices
Purchase
Orders
AP Open
Interface
Manual
Batches
Excel
(WebADI)
Emission Open
Interface
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Enables you to…
 Automate Environmental Data Collection
Leveraging Existing Business Processes
 Calculate Greenhouse Gas Emissions
Auditable and in Line with Global Standards
 Analyze KPIs and Comply with Regulations
Meet Internal Reduction Targets and Report Externally
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Features for Data Collection
Leveraging Existing Business Processes
• Seamless integration with Oracle e-Business Suite and JDE
EnterpriseOne providing standard look and feel with existing tools
• Leverage existing ERP data
• Multiple data entry options
• Identify missing data sets
• Automate creation of emissions where possible
• Support multiple hierarchies for reporting
• User access control
• Full audit trail, including supporting documentation
• Reliable and scalable platform
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Flexible Reporting Hierarchies: Set Up
Define Reporting Relationships and Roll-Ups
Legal Entity
Reporting Structure
• Structure legal ownership
relationships
- Leverage existing structures
• Specify additional hierarchies for
Emissions Reporting
Structure
GHG Protocol or other reporting
guidelines
- Boundaries based on financial
or operational control
• Define aggregation levels
• Manage acquisitions and
divestitures
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Automated Aggregation: Execution
Reduce Manual Intervention, Minimize Errors
Exception handling/validation?
Upload
Historical
Data
Capture
Data in
Accounts
Payable
Capture
Inventory
Issues
Manual Data
Capture
through Excel
Interface
In accordance
with the GHG
Protocol
Batch
Data
Uploads
Calculate
Emissions
Apply roll-up
hierarchies,
defined in set up
Store in
Data
Warehouse
Workflow-Driven Process
Result: Simplify and Accelerate Iterative Aggregation
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Integration Into Invoice Entry Screen
Capturing Necessary Data Directly in Existing Business Processes
• Automatically detects when additional data needs to be entered
• Values default data based on setup
On detecting
an invoice as
being a GHG
transaction, a
pop screen
automatically
appears to
enter usage
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Associate Environmental Impacts with Assets
Issue Fuel Consumption To Fleet Vehicles Or Other Assets
• Leverage Assets already defined in ERP
• Set up external Assets as needed
EXTERNAL
assets are
ones that do
not exist in
Oracle
Assets
Trans Type – Engine Type
Will have different emission factors
INTERNAL
assets are
ones that do
exist in
Oracle
Assets
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Allocate Environmental Impacts to Assets
Using the Standard Miscellaneous Transaction Screen In Inventory
The system will
determine the Item
code, sub -inventory
and unit of measure
based on setup
The User enters
the usage &
commits the
transaction
On selecting
the type, user
is automatically
prompted for the
associated
Asset
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Uploads Via WebADI Templates from Excel
Leverage Existing Data Sources From Spreadsheets
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Enables for mass upload of historical data from flat files
Provide Users with the option of using a familiar tool
Allows interim use of existing manual tools prior to shift to automation
Data can be batch uploaded from flat file output of meter or sensor systems
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Benefits for Data Collection
Leveraging Existing Business Processes
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Reduced environmental data management costs
Ensure data completeness and avoid manual errors
Flexibility and scalable data collection mechanisms
Leverage existing IT investments
Minimize organizational impact
Maintain data integrity and security with single source of truth
Consistent end user experience
Rapid time to value
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Enables you to…
 Automate Environmental Data Collection
Leveraging Existing Business Processes
 Calculate Greenhouse Gas Emissions
Auditable and in Line with Global Standards
 Analyze KPIs and Comply with Regulations
Meet Internal Reduction Targets and Report Externally
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Features for Emissions Calculations
Auditable and in Line with Global Standards
•
•
•
•
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•
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Identify emission sources and classify by type
Set roll-up aggregation levels
Define emissions factors by source
Set custom emissions factors
Manage emissions factor changes with date effectiveness
Support multiple greenhouse gas protocols
Automatically convert units of measure
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Emissions Sources: Set Up
Define By Source and Region
United States
Emissions &
Generation Resource
Integrated Database
USD
United Kingdom
Department for
Environment, Food
and Rural Affairs
GBP
Australia
National Greenhouse
Accounts Factors
Managing multiple
organizations &
geographies
AUD
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Integration Into Invoice Entry Screen
Capturing Necessary Data Directly in Existing Business Processes
• Once necessary data is entered users can calculate the associated emissions
• Emissions can be pro-rated over multiple periods as needed
Allow allocation
of the usage
across over
time period
Calculates the
emissions and
closes the
screen
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Viewing Emissions Integrated to Invoice Entry
Emissions ‘Ledger’ Stores Emissions Associated With Invoice
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Benefits for Emissions Calculations
Auditable and in Line with Global Standards
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Ensures compliance with regulatory standards for GHG reporting
Identifies of Scope 1, 2, and 3 emissions
Automatically determines correct emission factor
Enables easy changes to emissions factors over time
Provides complete audit trail for entries and updates
Reduces data assurance costs
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Enables you to…
 Automate Environmental Data Collection
Leveraging Existing Business Processes
 Calculate Greenhouse Gas Emissions
Auditable and in Line with Global Standards
 Analyze KPIs and Comply with Regulations
Meet Internal Reduction Targets and Report Externally
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Features for Analytics and Reporting
Meet Internal Reduction Targets and Report Externally
• Derive useful business information from raw production and
consumption data
• Normalize emissions to square footage, number of employees,
revenue, or other operational metrics
• Link emissions output reductions, energy savings, and other
sustainability initiatives to bottom line savings
• Pre-built OBIEE dashboards with dynamic user interaction
• Custom KPI definition and ad hoc reporting
• Set thresholds and management targets
• Comparative analysis and benchmarking, including versus baseline
• Create scenario based models to answer what-if questions
• Support for carbon offset accounting
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Environmental Reporting
Satisfy Multiple Needs Using Common Data
• Create reports for both internal and external reporting
• Leverage data for forecasting and business planning
Sustainability
Manager
Reports
Ad Hoc Analysis
Assurance
Legislative
Bodies
Publish Content
Forecasting
Planning
Internal
Departments
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Provide Visibility & Drive Performance
With Oracle Business Intelligence Analytics
Emissions by Source
• View pre-built OBIEE reporting and
analytics tools
• Configurable OBIEE dashboards to
model KPIs to track areas of risk
• Manage performance against targets
• Drill down into graphical output of
Emissions by Facility
past, current, and projected data
• Analyze historical trends
• Define variance thresholds and
receive alerts
• Publish and distribute reports
Emissions by Source
in multiple formats
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Report To External Constituents
Pre-Built Reports and Custom-Built Reports
• Pre-built OBIEE reporting and analytics
tools include responses to the Carbon
Disclosure Project
• Highly configurable OBIEE dashboards
enable quick report creation for other
mandated and voluntary reporting
schemes such as
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•
Climate Registry (USA)
EPA 40 CFR Part 98 Rule (USA)
Carbon Reduction Commitment (UK)
National Greenhouse and Energy
Reporting (Australia)
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Create Custom KPIs
User Defined Metrics
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Define custom key performance
indicators to more deeply
analyze key metrics
Normalize data to operational
metrics
Use drag-and-drop environment
in OBIEE to create custom
reports
Rich end user interaction
features
Creating New Reports with BI Answers
Example: Water Usage per Number of Guests
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Key Benefits for Analytics and Reporting
Meet Internal Reduction Targets and Report Externally
• Scalable and market leading business intelligence platform
• Rapid creation of environmental reports
• Formatted reports to meet external reporting needs such as the
Carbon Disclosure Project
• Flexible reporting capabilities for quick ad hoc analyses
• Multiple delivery formats including spreadsheets, email, and PDF
• Enables management to targets and continuous improvement
• Powerful insights into high opportunity areas for emissions
reductions, energy savings, and cost savings
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Integrated with financial
accounting to leverage existing
business processes and maintain
a single source of truth
Increase Data Collection
Efficiency and Reliability
Accurate, repeatable, and
verifiable methodologies for
greenhouse gas calculation in
accordance with global standards
Comply with Global
Greenhouse Gas Regulations
Support for multiple reporting
standards, shorter reporting
cycle times, internal KPI tracking,
and flexible ad hoc reporting
Improve Environmental and
Financial Performance
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
All Supported by Leading Technology
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J2EE Application Server
Service-Oriented Architecture
Business Process Mgmt
Business Intelligence
Content Management
Identity Management
Collaboration Suite
Enterprise Portal
Business Integration
Data Hubs
Developer Tools
Web Services Management
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Real Application Clusters
Advanced Security
Embeddable
Secure Enterprise Search
Data Warehousing
Server Virtualization
Enterprise Management
Partitioning
OLAP
Data Mining
Spatial Data
Secure Backup
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Oracle Environmental Accounting & Reporting
Increase Data Collection Efficiency and Reliability
Comply with Global Greenhouse Gas Regulations
Improve Environmental and Financial Performance

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