19/01-10   -   Pressemeddelelse

Virksomheder bekæmper finanskrisen med Enterprise Performance Management-principper viser Oracle EPM Index II

Nordiske virksomheder er hverken dygtige nok til omgangen med interessenter, eller til at håndtere kundetab, viser anden udgave af Oracle og Quocircas store undersøgelse.

København, den. 19 januar, 2010

Nyhedsfakta

* Oracle præsenterer Oracle Enterprise Performance Management (EPM) Index II - den anden undersøgelse der beskriver udviklingen i virksomheders udvikling mod Management Excellence. Undersøgelsen, som udføres af analysegruppen Quocirca, viser om virksomheder i Europa og Nordamerika er i stand til at forene driftsrutiner og informationssystemer, for at opnå et klart billede af virksomhedens performance.

* Det totale indeks for alle landene i undersøgelsen er givet ud fra en skala på 1-10 point. I denne anden udgave af EPM-undersøgelsen ligger virksomhedernes gennemsnitskarakter på 7,04, mod 5,13 i den første undersøgelse. Det vil altså sige, at der er sket en fremgang på hele 38%. Denne forbedring afspejler en større tillid til virksomhedsstyring på tværs af geografiske områder, organisationsstørrelser og vertikaler. Denne ændring knytter Oracle yderligere sammen med den globale finanskrise, der har hærget 2009. Den første EPM-undersøgelse blev foretaget i januar 2009, da virksomhederne for alvor blev optagede af de bekymrende økonomiske udsigter.

* De nordiske lande har fået undersøgelsens bedste resultater indenfor forretningsmodeller og markedsmodeller. Men undersøgelsen viser også, at de nordiske lande ikke længere prioriterer håndteringen af kundetab, såkaldt churn, så højt som i den første undersøgelse, hvilket skiller dem ud fra resten af landene i undersøgelsen. De nordiske lande går også hele 30% mindre op i deres interessenter end de andre lande.

* Præcis som i den første undersøgelse, har 800 toneangivende beslutningstagere i Europa og Nordamerika angivet kvaliteten på deres virksomheders processer og informationsstyring indenfor de seks forskellige emner: Interessentmiljø, markedsføringsmodeller, forretningsmodeller, forretningsplaner, forretnings-sammenhæng og forretningsresultater.

* Udover forbedringen i udviklingen mod Management Excellence afslører resultatet fra de seks centrale områder, som behandles i EPM Index II, at virksomhederne:
- I større udstrækning anerkender vigtigheden af at følge principperne for Enterprise Performance Management.
- Oplever betydelige forbedringer i deres planlægnings- og rapporteringsprocesser.
- Fortsat er alt for internt fokuserede, og har et alt for lavt niveau af integration imellem de operative områder på trods af stik modsatte forventninger fra interessenterne.
- Har haft et øget fokus på kundeloyalitet, for at skabe vækst fremfor nye produkter, tjenester eller geografiske områder.
- Erkender vigtigheden af Business Intelligence som rapporteringsværktøj

Citat

* I Norden kan vi glæde os over, at der er sket en del forbedringer i forhold til forretnings- og markedsmodeller siden den første undersøgelse. Men samtidig er det meget skuffende, at de nordiske virksomheder i den grad nedprioriterer håndteringen af kundetab, siger Ola Ringström, Nordic EPM Manager på Oracle.

* Oracle EPM Index II viser, at virksomhederne nu er tryggere ved den økonomiske virkelighed end i den første undersøgelse. Desuden formår virksomhederne nu endnu bedre at integrere de mange forskellige ledelsesprocesser i én samlet proces, siger Frank Buytendijk, Vice President og medlem af Enterprise Performance Management, Oracle Corporation.

* Overordnet er det glædeligt, at virksomhederne gør så store fremskridt i deres stræben efter Management Excellence. Undersøgelsen viser virkelig værdien af at optimere udvekslingen af alle de forskellige EPM-processer, siger Alain Blanc, Senior Vice President, Oracle EPM og BI EMEA.

* Ifølge Quocirca er den øgede indsigt i, hvordan samspillet imellem de seks undersøgelsesområder kan forbedres og virksomhedernes manglende evne til at gøre det på det rigtige tidspunkt, det mest interessante i undersøgelsen. Hvad EPM II viser, er at virksomhederne er i fuld gang med en omsiggribende EPM-transformation - fra en eneboerbaseret tilgang i den tidligere undersøgelse til en langt bedre forståelse af erhvervslivets behov nu, siger Clive Longbottom, Research Director, Quocirca.

For mere information

* Oracle Journal of Management Excellence
* Oracle EPM Index - first cycle
* Oracle Guide to Management Excellence
* Oracle Enterprise Performance Management and Business Intelligence Home Page
* Oracle Performance Management Applications
* Oracle Business Intelligence Foundation
* Oracle Business Intelligence Applications
* Oracle EPM and BI Customers

Analysetilgang:

Quocirca lavede undersøgelsen i november og december 2009. 800 organisationer blev interviewet i følgende lande/regioner: Belgien/Nederlandene, Frankrig, Tyskland/Schweiz, Den Iberiske halvø, Italien, Norden, Nordamerika og Storbritannien. 100 organisationer blev interviewet i hver gruppe for at give statistisk troværdighed. Interviewpersonerne blev udvalgt af Quocirca og arbejdede alle med finansielle processer i store (> $ 100M) og meget store (> $ 1 millard) organisationer.

Sammenfatning af undersøgelsens resultat

Business Acceptance of the Principles of EPM

* The Oracle EPM Index II demonstrates greater acceptance of the need for close integration and a consolidated view of the six processes supporting enterprise performance management and progress towards Management Excellence:
- Nearly a third of companies now consider that the six processes are interlinked and require an integrated approach (up from one-fifth).
- Previously, over a quarter of businesses thought the six processes could be viewed in isolation. This is now down to under 5%.

* Buytendijk said: "Those countries which have a more consistent level of attention across all EPM processes - indicated by low variations between the six sub-indices - generally have better overall performance. Organisations need to pay attention to all their critical Management Excellence processes to ensure that they are best placed to adapt to, and capitalise on, ever evolving economic and market conditions."

Confidence in Strategic Planning and Reporting

* The Oracle EPM Index II reveals that businesses perceive significant improvements in their strategic planning and reporting processes:
- The largest proportional increases in overall values in the EPM Index II are in the areas Business Plan (44%) - which assesses the capacity of business planning to respond to changing operational circumstances and market conditions - and Market Model (40%), which assesses the ability of organisations to fully understand and thus capitalise on their position in the sector and changing market dynamics.
- In absolute terms, the Business Results Index at 7.32 has become the strongest which reflects the increased pressure on being able to report solidly on actual results.

* Buytendijk said: "The Index for Business Plan has made a particular improvement, from below average in the first report to above average now. This underlines how businesses are taking more care in their business planning process to make best use of available resources. The improved Index for Market Model also emphasises the focus businesses are placing in more effective planning - firms are applying more rigour to the process of identifying the best opportunities, determining competitive differentiators and ultimately creating a competitive advantage."

Stakeholders Overlooked - Businesses Too Internally Focused and Lacking Integration

* However, other findings from Oracle EPM Index II reveal that businesses are still too internally focused and have poor levels of integration between operational areas:
- Stakeholder Engagement, the process of connecting corporate strategy with the interests of key stakeholders (employees, customers, suppliers, regulators, society, and investors), has worsened in relation to the other indices and the average.
- Overall, although each Index has made a marked improvement on the previous cycle, the variation between the indices has increased, which suggests that little focus appears to have been put on integrating between areas of the business to further improve overall performance.

* Buytendijk said: "It would appear that there is still too much focus on internal business matters in organisations' finance departments. For long term health, a company should solicit contributions from its stakeholders to drive business performance - a key part of meeting stakeholder expectations. Those countries which paid most attention to their stakeholders - such as France and Germany - also made the most progress in achieving Management Excellence.

Increased Focus on Customer Loyalty to Drive Growth

* The Business Model Index reveals an increased focus on customer loyalty to drive growth. Although winning new customers still ranks as most important overall, a comparison of what companies will be concentrating on to drive growth as we emerge from recession shows a move from new products and services (from second and third in the first report to third and fourth in EPM Index II) to reducing customer churn (from fourth to second).

* Buytendijk said: "Reducing customer churn has become a much higher priority, indicating that businesses are looking to maximise what they already have, rather than investing too much in higher-risk activities such as new products/services or attacking new geographies. New geographies and new channels, while still growing in overall importance, remain down the list of priorities for organisations."

Business Intelligence (BI) Revealed to Be a Key Reporting Tool for Management Excellence

* The first report showed a strong correlation between organisations who considered BI an important reporting tool and their overall Index score. This suggested that organisations which recognise the capabilities of BI had made better progress towards Management Excellence.

* This correlation is even clearer in Oracle EPM Index II. Those companies who rate BI as an "important tool" or a "major means of monitoring and reporting" have overall Index scores well above the overall average (7.4 and 7.5 respectively - the amount by which they exceed the average has roughly doubled from the first report).

* More generally, there is increased recognition of BI's capabilities and the role it plays in attaining Management Excellence:
- Over half of respondents regard BI as an important reporting tool (compared with one-fifth in the previous report).
- The number of respondents dismissing BI as an expensive visualisation tool or who are "not sure" about it has decreased from 40 per cent to 12.

For more information contact:

Anders Rendtorff
Director of Corporate Communications - Nordics and EMEA PR-lead for Oracle's Communications GBU
m:+4540907462
e: Anders.Rendtorff@oracle.com

Relevant information

http://www.oracle.dk