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市場調查報告書

正當化EPM的投資報酬率的方法

How to Justify the Business Case for EPM

出版商 Ovum, Ltd. 商品編碼 300162
出版日期 內容資訊 英文 17 Pages
商品交期: 最快1-2個工作天內
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正當化EPM的投資報酬率的方法 How to Justify the Business Case for EPM
出版日期: 2014年03月21日 內容資訊: 英文 17 Pages
簡介

大部分的企業理解企業績效管理(EPM)解決方案的價值,另一方面在正當化其利益上很困難,無法正確把握成本的案例有很多。為了模式化ROI(投資報酬率)使用的假設,企業依所屬產業,企業規模,地理條件,及環境而有不同的可能性,在公司內部中驗證其假設是重要的。引進的過程區分階段,在整個引進期間能圓滑擴展許可證的取得e的企業,有能更早確保盈利的趨勢。

本報告提供企業的企業績效管理(EPM)解決方案的引進調查分析,管理導入EPM解決方案的成本及正確模式化利益的方法解說,以及EPM的價值的定量化最適合的財務評價標準,主要的假設,在其家庭為取得適當成果應進行的壓力測試相關彙整資料,為您概述為以下結構。

摘要

  • 發展要素
  • Ovum的見解
  • 主要的訊息

斟酌,設定有效的假設

  • 盡可能避開一般的假設

把握直接費用和固定費用

  • 直接費用可比較簡單計算
  • 軟體許可成本(SWLC)
    • 許可成本-內部部署
    • 許可成本-SaaS
  • 軟體維護成本(SWMC)
    • 維護成本-內部部署
    • 維護成本-SaaS
  • 硬體設備成本(HWC)

間接費用和變動費用的把握

  • 推定間接費及變動費用的困難
  • 資料倉儲成本(DWC)
  • 整合成本(IC)
  • 人事費用(PC)-運作及管理部門
  • 引進成本(DC)
  • 自訂、應用建立成本(CABC)
  • 訓練成本(TC)-開發及遞送

整體費用的估計

  • 整體費用

直接性利益的把握

  • 財務效率的提高在EPM中依然受重視
  • 節減財務業務利益(TSFB)的時間:緊縮、計劃、預算、業績預測
  • 節減IT業務利益(TSIB)的時間:資料品質、維護、管理
  • 收入、成本對於的直接性影響(DRB、DCB)

間接性利益的把握

  • 認識間接利益的重要性
  • 更優秀的資本管理
  • 更優秀的快取轉換循環(現金循環化日數)

EPM解決方案的無形成本和利益

  • 成為資料品質的改善和可靠的唯一敘述真實的資料
  • 調整風險的效能管理
  • 更高的管理效率與更快的決策

整體利益的估計

  • 整體利益

回收利益的計算和結果的「買賣用語」的翻譯

  • 提取結果
  • 適當的企劃融資評價標準的利用

建議

  • 企業的建議
    • 供應商、IT服務供應商、財務、IT及人事部門的壓力測試
    • 有系統的引進
    • 選擇適當的IT服務供應商
  • 對供應商的建議
    • 對企業來說評估簡化
    • 明確傳達無形及間接的利益
    • 定位EPM作為競爭優勢

附屬資料

  • 相關報告書
  • 調查手法
  • 著者
  • Ovum諮詢
  • 免除責任
目錄
Product Code: IT014-002906

While most enterprises understand the value of an enterprise performance management (EPM) solution, they often find it difficult to justify its benefits and accurately know its costs. In this report, Ovum provides practical tips to enterprises on how to accurately model the costs and benefits of procuring and managing an EPM solution.

Highlights

  • Assumptions used to model ROI can change based on industry, company size, geography, and environment, so it is important to test assumptions internally.
  • Enterprises that deploy in phases, spreading license acquisition smoothly over the deployment period, achieve profitability much faster.

Features Benefits

  • Explains how to accurately model the costs and benefits of procuring and managing an EPM solution, and arrive at a financial metric which best summarizes the decision for your enterprise.
  • Discusses why quantification of TCO and ROI are not the only important metrics for justifying the economic value of EPM.

Questions Answers

  • How does one go about forming a use case for EPM purchase?
  • What are the financial metrics best used for quantifying the value of EPM, and which ones are relevant?
  • What are the key assumptions and which of these should be stress-tested to ensure correct output?

Table of Contents

Headings

  • SUMMARY
    • Catalyst
    • Ovum view
    • Key messages
  • TAKING STOCK AND MAKING VALID ASSUMPTIONS
    • Generic assumptions should be avoided as much as possible
  • UNDERSTANDING DIRECT AND FIXED COSTS
    • Direct costs are relatively easier to calculate
    • Software licensing costs (SWLC)
      • Licensing costs - on-premises
      • Licensing costs - SaaS
    • Software maintenance costs (SWMC)
      • Maintenance costs - on-premises
      • Maintenance costs - SaaS
    • Hardware costs (HWC)
  • UNDERSTANDING INDIRECT AND VARIABLE COSTS
    • Indirect and variable costs are tricky to estimate
    • Data warehouse costs (DWC)
    • Integration costs (IC)
    • Personnel costs (PC) - running and administration
    • Deployment costs (DC)
    • Customization and application building costs (CABC)
    • Training costs (TC) - development and delivery
  • ESTIMATING TOTAL COSTS
    • Total costs
  • UNDERSTANDING DIRECT BENEFITS
    • Increasing finance efficiency remains the key focus for EPM
    • Time savings on financial tasks benefits (TSFB): close, planning, budgeting, forecasting
    • Time savings on IT tasks benefits (TSIB): data quality, maintenance, management
    • Direct impact on revenue and costs (DRB and DCB)
  • UNDERSTANDING INDIRECT BENEFITS
    • Important to acknowledge indirect benefits
    • Better capital management
    • Better cash conversion cycle
  • INTANGIBLE COSTS AND BENEFITS OF AN EPM SOLUTION
    • Improving data quality and becoming a trusted single source of truth
    • Risk-adjusted performance management
    • Higher management efficiency and faster decision-making
  • ESTIMATING TOTAL BENEFITS
    • Total benefits
  • CALCULATING RETURNS AND TRANSLATING RESULTS TO "BUSINESS SPEAK"
    • Deriving results
    • Using the right project-financing metric
  • RECOMMENDATIONS
    • Recommendations for enterprises
      • Stress-test assumptions with vendors, IT services providers, finance, IT, and HR
      • Deploy in a systematic fashion
      • Choose the right IT services provider
    • Recommendations for vendors
      • Make the evaluation easier for enterprises
      • Communicate the intangible and indirect benefits clearly
      • Position EPM for competitive advantage
  • APPENDIX
    • Methodology
    • Further reading
    • Definitions
    • Author
    • Ovum Consulting
    • Disclaimer
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