introduction to hyperion planning - norcal oauginsert picture here> introduction to hyperion...

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Introduction to Hyperion Planning

Kai Wong NorCal OAUG Jan/2010

Sales Consultant

Agenda

• Understanding customer needs

• Solving planning issues

• Our unique value

• Demonstration

• Summary and questions

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How does One Build the Budget?

• Management reviews the budget and…

• Finance creates the forms

“Repeat this cycle until either the management

team is happy with the budget or budget

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• Managers input their data by accounting period

• Finance aggregates the budget

team is happy with the budget or budget

managers lose their will to live” Gartner

<Insert Picture Here>What Are the

Challenges?

Planners like you, say…

“High processing time due to lack of strategic guidance and missing link between financial and operational plans”

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between financial and operational plans”

“Low plan accuracy (variance accuracy) due to inaccurate data”

“Limited level of detail for the budget”

“High number of Excel sheets that need maintenance”

“Need to expand to: rolling forecasts, operational planning,investment planning, bulk updates, pre-built depreciation calculations,

version control”

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Solving Planning Issues

How?

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Capital Planning

Strategic Planning

Project Planning

Operational Planning

Revenue / P&L Planning

Integrated Business Planning

Budgeting

Rolling Forecasting

ONE

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Project Planning

Enterprise Planning

Capacity Planning

Budgeting

Organization-wide Planning

Closed-loop Budgeting

ONEPlanning Platform

Most Complete EPM System

Oracle EPM System

Strategic Planning

EPM Workspace

Planning & Forecasting

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•Excel

•XML

•Other

•Systems

•Oracle, Siebel,PeopleSoft, SAP, Custom

•Data WarehouseData Mart

Financial Close

Data Validation and Management

Profitability Management

Hyperion PlanningShortens Planning Cycles and Improves Business

Predictability

• Powerful workflow and

process management

• Intuitive interface

• Robust data integration

• Leverages Essbase –

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powerful reporting and

analysis

• Scalable web infrastructure

• Special-purpose planning

modules for fast deployment

Oracle’s Hyperion Planning – Delivering

Predictable Results

• Accuracy – one planning platform for all the modules,

improving processing time and accuracy, as well as

reducing the maintenance overhead

• Performance – Essbase, award winning OLAP

engine, boosting the scalability and performance of

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any planning application

• Simplicity – one reporting workspace enabling real

time, side-by-side planning, forecasting and analysis

Fundamental Capabilities

CAPABILITY DETAIL

Planning and

Analysis

Fully embedded into BI and Microsoft Office for real-time

reporting and analysis

Modeling The ability to model at the operational level, assessing

impact to the overall strategic plan

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impact to the overall strategic plan

What-if See the business impact of changing business drivers to

make intelligent decisions

Collaboration Technology that allows the entire user community to

communicate and plan in real time as well as offline

Top-down/Bottom-up Bi-directional planning capabilities to promote accuracy

and accountability

Oracle Hyperion Planning

Demonstration

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Oracle’s Hyperion Planning – Delivering

Predictable Results

• Accuracy – one planning platform for all the modules,

improving processing time and accuracy, as well as

reducing the maintenance overhead

• Performance – Essbase, award winning OLAP

engine, boosting the scalability and performance of

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any planning application

• Simplicity – one reporting workspace enabling real

time, side-by-side planning, forecasting and analysis

Fundamental Capabilities

CAPABILITY DETAIL

Planning and

Analysis

Fully embedded into BI and Microsoft Office for real-time

reporting and analysis

Modeling The ability to model at the operational level, assessing

impact to the overall strategic plan

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impact to the overall strategic plan

What-if See the business impact of changing business drivers to

make intelligent decisions

Collaboration Technology that allows the entire user community to

communicate and plan in real time as well as offline

Top-down/Bottom-up Bi-directional planning capabilities to promote accuracy

and accountability

Delivering Predictable Results

Unique Value

1

2

Accuracy

Performance

Simplicity

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Customers

Next Steps

2

3

Over 3000 clients’ ROI

Discovery session

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