IntraTrade - An Internal Trading Model

Internal trading between divisions and entities within a large organisation is a process that often adds very little business value and is fraught with issues diverting resources away from more beneficial activities. Our IntraTrade internal trading model leverages Hyperion applications as well as our extensive knowledge in this area to streamline internal trading processes.

One of the key benefits of IntraTrade is the ability to ensure that both receiving and supplying entities have a clear visibility of trades during the forecasting and budgeting process. The control extends to track actuals against those trades on a deal by deal basis, making the overall process more transparent.

Key Features and Functions of IntraTrade

The solution facilitates "intra" trading with sectors, lines of business, business unites and divisions along side "inter" training at group level between the different entities of the organisation by providing:

• The ability to setup, maintain and monitor deals between entities - facilitating complete transparency for group and local managers on both sides of the trade
• Flexibility around trading models - including transfer pricing and other methodologies
• Visibility of trades to both parties during the budget and forecast process - ensuring the consequences and underlying assumptions of trades can be seen before the budget or forecast is agreed
• Automated reconciliation routines - ro provide management by exception reporting to business managers
• Fully leveraging the unique functionality of Hyperion System 9 HFM

Benefits of IntraTrade

The ability to give responsibility for the reconcilliation of trades back to the individual business units removes the burden from the group consolidation function. This has demonstrated significant improvement in the quality and accuracy of results. Our IntraTrade is a scalable solution which can be implemented as part of a Business Performance Management (BPM) suite or as a targeted solution to provide:

• One centrally held common version of all trades - for easy reconciliation and enhanced planning capability
• The ability to move the reconciliation activity associated with internal trading away from the centre back to the originators
• The clear identification of any imbalances during the forecasting and budgeting cycle, not just at the end and not just those flagged by group
• Optimisation of the trading process and reduction in the forecasting and budgeting cycle times

Powered by Hyperion

ReportSource's IntraTrade is based upon the Hyperion System 9 Planning System leveraging the analytical capability of Hyperion System 9 BI+ including the power of Essbase Analytics and Hyperion Interactive Reporting.

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