plenaria lancio talleyrand roma maggio 2010
Post on 22-Jan-2015
1.104 Views
Preview:
DESCRIPTION
TRANSCRIPT
Slide 0
Agenda
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
9:30 Welcome Coffee
10:00 Oracle EPM System Overview e
What‟s New in Release 11.1.2
10:45 Financial close & reporting, consolidation
11:45 Break
12:00 Planning & Budgeting, Profitability and Cost
Management
13:00 Buffet Lunch
<Insert Picture Here>
Oracle Enterprise Performance Management System
Overview
Roma, 3 Maggio 2010
Stefano Oddone, EPM Sales Consultant Manager
"... My Lord, you can do anything you like with bayonets, except sit
on them... "
Charles-Maurice de Talleyrand-Périgord
Slide 2
What are we announcing?
Oracle EPM System 11.1.2
• GA since 2010, April 22
• Most significant release since version 11 in July 2008
• Fifth year of R&D and investment fordelivering an EPM system instead of product working in silos
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 3Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
What does it mean for YOU?
Slide 4Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
• Enterprise Performance Management
• Business Analytics
• Database
• Database Share on Linux
• Supply Chain Management
• CRM
• Retail
• Communications
• Human Capital Management
• Financial Services
• Public Sector
• Professional Services
Oracle Leadership in Key Markets
83% delle aziende Fortune 500 usa Oracle EPM
il 63% delle aziende FTSE MIB40 ha almeno un modulo EPM
Oracle‟s Commitment
Slide 5
Market analysts opinion on Oracle
strategy
Oracle has established Hyperion as the centerpiece of Oracle's future CPM strategy and has continued to deliver on its road map promises (delivering Oracle Enterprise Performance Management [EPM] Fusion Edition 11.1.1 in 2008)
Gartner Research Note G00163218, Magic Quadrant for CPM Suites, 19 December 2008
SAP and Oracle had more overlaps to resolve. Each had to decide which products to lead with and which to put on life support. Oracle’s clear choice was to lead with the Hyperion BPS products, while SAP chose a mix of assets between its portfolio (e.g., OutlookSoft and Pilot Software) and those of Business Objects (e.g., ALG Software and Cartesis)
Paul D. Hamerman, Business Performance Solutions: Clash Of The Titans, Forrester, 20 January 2009
Oracle‟s CommitmentCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 6
Continuous Investment
• New application modules:• Public Sector Planning & Budgeting
• Financial Close Management
• Disclosure Management
• Essbase Application Link for HFM
• Massive enhancements to Oracle Hyperion Planning
• Significant enhancements to Oracle Essbase, Oracle Hyperion Data Relationship Management, Oracle Hyperion Profitability and Cost Management, other modules
• Significant enhancements to System Management
• Available in 15 languages
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Oracle‟s Commitment
Slide 7Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
What does it mean for YOU?
Slide 8
Financial Close Best PracticesCritical Components to Implement
Transactions Reporting
Sub Ledger CloseGeneral
Ledger CloseData
AssuranceConsolidation
Internal Mgmt Reporting
External Financial Reporting
Control
Financial
Consolidation
Data
Assurance
Disclosure
Management
Financial andManagement
Reporting
ERP:
Oracle, SAP,
Legacy, Other
Financial Close Management
CFO Dashboard
Governance, Risk & Compliance
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 9
• Enterprise-wide Close Process
Monitoring
• Close calendar and unified task list
• Dashboards for trending analysis and
process improvement
• Improved accountability for predictable
close
• Workflow integration across systems &
manual processes
• MS Outlook integration
• Includes proven Oracle FMW
technologies (i.e. BPEL, WebLogic)
New !
Streamline the Extended Close Processwith Oracle Hyperion Financial Close Management
ControlCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 10
Ensure High Quality Report Submissionwith Oracle Hyperion Disclosure Management
• Author statutory documents from
SmartView for Office
• MS Word and Excel for authoring
• Direct integration with HFM,
Planning and Essbase
• Support for all required report
formats: MS Word, HTML, PDF
• Embedded XBRL tagging
support
• Taxonomy Management
• Instance document creation and
validation
ControlCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 11
• Real-Time or On Demand integration with Hyperion Financial Mgmt
• Delivers Essbase analytics on live HFM data
• Extend the data model , add dimensions
• Integrate additional data sources
• Fulfill analytic needs while offloading consolidation servers
• More users, more reports, bigger queries
• Fast reporting performance
• Simple and automated implementation
Oracle Confidential
Oracle Essbase
Oracle Essbase
Analytics Link
New !
HFM Application
Extend Financial Reporting capabilitieswith Oracle Essbase Analytics Link for HFM
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 12
The Convergence of EPM and GRC
Better Results Together!
Control
Plans
And
Execution
Strategies
Goals
Compliance
And
Control
Risk
Management
Governance
Slide 13
Run your business better and prove itwith Oracle Governance, Risk & Compliance
Control
Embedded Controls
• Detective, Preventive, Contextual
• Automated controls testing
• Pre-built controls library
Centralized GRC Oversight
• Common Repository for GRC
• Audit and Assessment of Controls
• Integrated remediation management
360º Visibility
• Single source of GRC Information
• Pre-built dashboards
• Respond to KRI and issues
Custom or Legacy Applications
Transaction
MonitoringSOD &
Access
Application
Configuration
GRC Controls
Reporting KRI & AlertsDashboards
GRC Intelligence
Obligations &
Objectives
Policies &
ProcessesRisks &
Controls
Issues &
Incidents
GRC Manager
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Improved Financial
Governance & Control
• Blueprint for HFM integration
Financial Audit Scoping Tool Blueprint
Integrate HFM account balance data into GRC Manager
Assess materiality of internal control issues and prioritize remediation
Segregation of Duties for Hyperion Blueprint
Single point of maintenance for users, groups, roles etc across ERP and HFM
Avoid potential violations in segregation of duties
Improve Financial Governance & ControlIntegration with EPM System
Oracle Confidential
HFM Application
Oracle/PSFT Financials
Oracle GRC Manager
Oracle GRC Controls
Oracle/PSFT Financials
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 14Control
Slide 15
Enhanced Application ManagementOracle Hyperion EPM Architect and Calculation Manager
• Enhanced Essbase Support
• ASO and BSO
• Classic upgrade to EPMA
• “Smart mapping” of Planning
applications to ASO cubes
• HFM Copy Application
• “Procedural” Calculations on ASO
Cubes
• Complex Allocations
• Custom Calculations
• Additional Templates
• Parameter Passing
ControlCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 16Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
What does it mean for YOU?
Slide 17
Oracle EPM System connects
Performance Management Processes
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 17
Common Integration & Analysis EngineConsistent Dimensions, Business Rules, Metrics, Data Quality
Common Reporting & Interaction
Strategic Planning
Financial Close
Planning & Forecasting
Profitability Management
Simplicity
Data
Synch
Slide 18
Oracle BI 11g Accessing Hyperion Applications
…coming soon on you PC screens!
Files Excel
XML
OLTP & ODS
Systems
Common Enterprise Information Model
BI Server
Data Warehouse
Data Mart
+
For Oracle BI Customers
• Seamlessly access financial data stored and managed in HFM or Planning
• Supported features include: metadata discovery & import, query generation, gateway access
• HFM and Planning data participate in Enterprise Information Model
For HFM and Planning Customers
• Access to dashboards, ad-hoc query, reporting & analysis capabilities
• Leverage BI Server‟s federation capabilities to analyze financial & operational data
Ad hoc Analysis
Interactive Dashboards
Reporting &Publishing
ProactiveDetectionand Alerts
MS Office& Outlook
PLANNING
HFM
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Simplicity
Slide 19
End User ExperienceEnhancements in Hyperion Planning
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 19Simplicity
Improved usability in web forms
•Ad hoc analysis on the Web, Personalized Data Forms
•Menus at cell level
•Traffic Lighting, Data driven visual exceptions
•Validation Rules Builder
Increased flexibility to view / enter data
•Dimensions Drag & Drop
•Enhanced Composite Forms
•Filtering: Leverage UDA, Attribute, levels, generation
•Sorting
Slide 20
End User ExperienceEnhancements in Hyperion Planning
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20Simplicity
Full functional parity Web - Excel
•Manage Planning Task Lists in Excel
•Spreading, Mass Allocation
•Tasks and Task List details
•Data Validation
•Composite Data Form
•Contextual Data Cell Menu
Process Management with MS Office
•Promotion and Status Change in Excel
•Planning Tasks and Instructions integrated in Outlook
•Copy Versions
Slide 21Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
What does it mean for YOU?
Slide 22
Accuracy and AccountabilityNew Process Management in Hyperion Planning
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 22
Increased granularity in the Planning Unit definition
• Add one more dimension to entities
• Support different process management organization based scenario / version combination
Pre defined promotional path
• Automatically find the next owner
•New Roles: Reviewers and Notified Users
Data driven promotional path
• Support matrix organization (New!)
• Dynamically add reviewers and update promotional paths based on data
• Leverage threshold-based submission
Accuracy
Slide 23
Cost Cutting vs Cost OptimizationDifferent approaches, different accuracy needs
Copyright © 2009, Oracle and / or its affiliates. All rights reserved. 23Accuracy
Slide 24
Oracle Hyperion Profitability & Cost Management“Next level of insight” for Cost Optimization
Oracle Hyperion P&C Management is:
• A User-Driven Profitability solution
• Pre-built Measures Dimensions
• Support to every Cost Allocation methodology
• Pre-built model validation functionalities
• Graphic traceability of costs flow
• Essbase based
• An Allocation Engine
• A Reporting & Analysis Engine
• A Scenario Modeling Engine
• What’s new in HPCM 11.1.2
• Standard Basis Drivers
• Sequence Priority Drivers
• Genealogy Reporting Improvements
• Performance Gains
Copyright © 2009, Oracle and / or its affiliates. All rights reserved. Accuracy
Slide 25
Oracle Hyperion Profitability & Cost ManagementIf you don’t have this insight... You’re missing something!
Full insight for every cost object:
End-user has a full explanation (Input quantities, allocated quantities, used driver, driver values, percentage contribution,…)
of every single allocation
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy
Slide 26
• A simple to use but highly effective tool for:
• Simulation
• Forecasting
• Optimisation
• Improved accuracy in your forecasts
• Improved What-If analysis
• No longer simply trial and error
• Better quality decisions
• Provide risk measures to complete scenario
evaluation
• Take decisions based on success probability
Enhanced predictive modeling using Oracle Crystal Ball
AccuracyCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 27
Planning
Siebel Marketing
Essbase
HSF, HFM
More
Any Oracle Technology
Any Industry
Finance, Energy
Life Sciences
Public Sector
Manufacturing
More
Any Number
Credit Risk
Earnings Per Share
Cash balance
Sales
More
Report and analyze more than ”naked”
numbers
Report on key metrics plus their associated risk.
Model the scenarios Calculate the probabilities Report on the risk
Report on Riskusing Oracle Crystal Ball
AccuracyCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 28
Example: Simulation with Essbase & CB
Model input
SubmitModel output
Recalculate
Essbase contains data, model logic
and business rules
Crystall Ball provides stochastic and
statistical features (e.g. Monte Carlo
Simulation)
AccuracyCopyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 29Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
What does it mean for YOU?
Charts of accounts:
Support multiple accounting standards (IFRS, US GAAP)
Cost centers
FINANCIAL
Organization hierarchies
Legal entity structures
Suppliers / vendors / customers
Location hierarchies:
Store locations
Regional management
Business segmentation
Sales channels
Cross-dimensional mappings
Intercompany mappings
„Alternate‟ roll-up structures
Consolidated external reporting
Support multiple jurisdictions
ORGANIZATIONAL ANALYTICAL
What are Enterprise Dimensions?Measures of value
Classify transactional & analytical data
Reflect how the enterprise measures value
Shared across multiple business functions & systems
Usually hierarchical, often inter-connected
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 30Integration
Slide 31
Enterprise Dimension ManagementAdd value to the enterprise
Align business dimensions across the enterprise to:
1. Reduce risk of reporting mis-statement
2. Increase ease of regulatory compliance
3. Reduce maintenance costs for EPM, BI, DW & ERP
4. Increase effective data sharing across EPM & BI
“Enterprise Dimension Management is also critical to Enterprise Performance Management (EPM), no one believes the reports and dashboards if the data is a mess.”
Bill Swanton VP, Research AMR Research
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 31Integration
Slide 32
Dimension Management with Hyperion DRMUnified source of enterprise wide dimensions
• Simplify:
• Browser based client
• Simplify definition and maintenance
process
• Specific functionalities
• Align:
• Align dimensions across Oracle e non-
Oracle systems (ERP, EPM, BI,
DWH,…)
• Governance:
• Audit, versioning & change control
• Role-based security model
• Risk mitigation:
• Automatic validation rules
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 32Integration
Slide 33
From “Scattered” Dimension Maintenance…Low maturity model, high maintenance costs
Enterprise Applications
GL Sales Consol Reporting Essbase DW
Scattered Dimension Maintenance
( Multiple, loosely-coordinated parallel processes & workflows )
GL 1
CC
1
Pro
d
Org
CC
1
Pro
d
GL 1
CC
2
Entity
GL 2
CC
2
Org
CC
1
Entity
Pro
d
CC
3
GL 1
Tim
e
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 33Integration
Slide 34
…to “Governed” Dimension MaintenanceHigh maturity model, reduced maintenance costs
Enterprise Applications
CC
GL
Org
Entity
Tim
e
Pro
d
GL Sales Consol Reporting Essbase DW
Oracle Hyperion DRM
(Enterprise dimensions aligned – unified source of „truth‟ – delegated governance)
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 34Integration
Slide 35
File
Excel
XML
Other
Systems
Oracle EBS, PeopleSoft, SAP R/3
Data WarehouseData Mart
FDM + ERPI
EPM WorkSpace
Financial Reports
SmartView
Data + Metadata
Strategic Planning
Financial Close
Planning & Forecasting
Profitability Management
FDM offers unique ERP Integration for EPM…and even more with ERPI
Drill-back
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 35Integration
Slide 36
What did we have in 11.1.1.3?Main FDM / FDM ERPI features
• Import and load data and metadata
from EBS GL and PSFT GL to
HFM and Planning via ERPI
• Drill back for HFM/Planning data
from Workspace, Financial Reports
and Smartview
• Import and load data from any data
base, file, xls, SAP R/3 (4.6c,
ECC6) to any EPM application via
classic FDM
• Drill back from HFM, Planning,
Essbase, HSF, Enterprise via FDM
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 36Integration
Slide 37
What did we add?Main FDM / FDM ERPI features in 11.1.2
• EPM to GL Write-back• Write-back of Planning budgets to EBS
11.5.10 cu2, 12.0.6, 12.1.1 and PeopleSoft 9.0 G/L
• Financial Close Manager support
• PeopleSoft HR support for Public Sector Budgeting
• Improved ERP Integrator support for Classic Essbase loads (ASO & BSO) and drill-through to ERP
• Localization
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 37Integration
Slide 38
SAP SOURCE METHOD SAP adapter available since
R/3
FDQM
plus SAP R/3 adapterJune 2009
FDQM plus ODI
plus SAP R/3 adapterJune 2009
ODI
with SAP R/3 adapter June 2009
BWODI
with SAP B/W adapterNovember 2009
What about SAP?
Data Integration Methods
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 38Integration
Slide 39
Deliver EPM Value Faster, Reduce TCO
Improve Timeliness and Confidence in Financial
Reporting
Streamline planning and forecasting processes with major enhancements in core planning application
Enhanced operational planning and industry based solutions
Extend Planning Reach Across the Enterprise
Oracle EPM System Release 11.1.2Extends Oracle’s Market Leadership
Streamline End-to-End Financial Close Process
Orchestrate extended financial close process with new financial close management module
Improve transparency and financial governance through GRCintegration
Integrate XBRL to improve timeliness and accuracy of statutory reporting with new disclosure management module
Enable powerful analytics on consolidated financial data with Oracle Essbase Analytics Link for HFM
Integrate management and operational processes with enhanced ERP integration
Streamline hierarchy and dimension management with enhanced data relationship management module
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Slide 40
top related