Giulio Maresca

Led pursuit and delivered analysis and design of a budgeting and forecasting solution for a large financial services company.  The solution included the redesign of all major business dimensions and the adoption of Oracle DRM to manage them.

Business Results

• Standardization of all master data across the company
• Financial data mart as one source for all budgeting and forecasting need
• Distribute planning process

The client, a major credit card company, wanted to conduct a due diligence project to assess whether Oracle Hyperion Planning could be used as the back-end application to manage the  Global Client Incentives Platform (GCIP).  My team created an Hyperion Planning prototype to mock several use cases requested by the client.

Business Results

• Create Hyperion Planning application prototype
• Conduct interim prototype “dry runs” with key users in order to preview the prototype functionalities and drive out any key gaps in the package.
• Present prototype to project sponsor for “Go/No-Go” decision.

My team assisted a national insurance company’s finance organization to evaluate and improve its financial planning and performance management capabilities. The initial phase of this effort involved close cooperation with the P&C, Life, and Corporate controllers to:

• Review client’s KPIs/drivers to-date and recommend enhancements
• Assist with design of interim non-automated Executive Dashboard report
• Develop design & business case for automated dashboard tool
• Create an online prototype to illustrate dashboard design
• Review current planning & forecasting process and identify quick hits
• Develop high-level design of planning & forecasting (P&F) process

We developed a sophisticated Hyperion Essbase prototype that led to the following results:

• Assessed tools and technical options for implementing a production solution
• Designed, developed, and tested web-based dashboard for displaying key metrics
• Prepared proof of concept for executive presentation

A leading multinational insurance company needed to reorganize the strategic reporting to track the key metrics that were critical to measure the overall performance of the business.  Therefore, we designed the concept of a Kaplan-Norton Balanced Scorecard tailored for the insurance business.  The results was the definition of a balanced set of key performance indicators that allowed the client to effectively measure financial and operational performance.