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Enterprise Performance Management:The Roadmap to Management Excellence
Hesham El Desouky
MRD Senior Sales Consulting Manager
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Introduction
Oracle EPM Overview
EPM Roadmap & News
Agenda
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Market Pressures Demand EffectivePerformance Management
Todays Reality: Management Processes
Are Fragmented
Lack of business alignment
Low predictability in performance
Inconsistency in business decisions
Enterprise Performance Management is a
Discipline that Enables Management to
Link strategies to plans and execution,
Monitor Financial and operational results
against goals, and applying analytics to
Drive enterprise-wide performance
improvement.
ECONOMICVALUE ADDED
(EVA)
ANALYZE
PERFORMANCE
GOAL
SETTING
SCORECARDS FINANCIAL
REPORTING
FINANCIAL
MODELING
VARIANCE
ANALYSIS
ROLLING
FORECAST
OPERATIONAL
PLANNING
MONITOR
RESULTS
$
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Enterprise Performance Management SystemIntegrates Transaction, Intelligence, Financial Modeling Systems
Financial Performance Management
Financials HRSupply Chain ProcurementSales & CRM
Planning &Budgeting
Financial &StatutoryReporting
Metrics &Scorecards
Modeling FinancialManagement
Operational BI SystemsOperationalBusiness
Intelligence
Query &Analysis
Dashboards Alerts &Workflo
w
Data
Integration
OLAPDataWarehouse
Enterprise/OperationalReporting
EnterprisePerformanceManagement
System
Transactional Systems
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Oracle Positioned in Leaders Quadrants
The Magic Quadrant is copyrighted 2011 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysisof how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technologyusers to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, expressor implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
These Magic Quadrant graphics were published by Gartner, Inc. as part of larger research notes and should be evaluated in the context of the entire reports. The Gartner reports are available upon request from Oracle.
Sources: Gartner, Inc., Magic Quadrant for Business Intelligence Platforms, 2011 by Rita L. Sallam, Bill Hostmann, James Richardson, John Hagerty. 27 January 2011
Gartner, Inc., Magic Quadrant for CPM Suites, 2011 by Neil Chandler, John E. Van Decker, 8 March 2011
Gartner, Inc., Magic Quadrant for Data Warehouse Database Management Systems, 2011 by Donald Feinberg, Mark A. Beyer, 28 January 2011
Magic Quadrant forBusiness Intelligence
Platforms, 2011
Magic Quadrant forCPM Suites, 2011
Magic Quadrant forData Warehouse Database
Management Systems, 2011
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Financial Services
High Tech
Healthcare & Pharmaceutical
Telecommunications
Transportation
Aerospace & Defense
Utilities & Energy
use Oracle BI/EPM
Top 10 companies in
82%Fortune Global 500use Oracle BI/EPM
Oracle EPM Market space
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Introduction
Oracle EPM Overview
EPM Roadmap & News
Agenda
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Oracles Enterprise Performance Management SystemComplete, Open, Integrated
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured& Semi-
Structured
Information Delivery
EPM and BI Applications
Business Intelligence Foundation
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InteractiveDashboards
Reporting &Publishing
Ad-hocAnalysis
Detect& Alert
OfficeIntegration
Search EmbeddedMobileScorecards Collaborate
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured& Semi-
Structured
EPM and BI Applications
Business Intelligence Foundation
Common Information DeliverySecure, Role-based, Information Access & Delivery
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InteractiveDashboards
GeospatialVisualization
OfficeIntegration
MobileReports
Most Powerful BI End User ExperienceComplete. Consistent. Open.
SearchAd-hocQueries
Collaboration
Scorecards
Applications& Processes
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Oracle Hyperion Smart View for Office
MS Excel add-in allowingaccess on or off-line
Users download forms toExcel
Manipulate data just likethe full web client
Synchronize to serverwhen ready
Complete budgeting tasks inMS Office environment
Task Based Workflow
Traffic Lighting & Data
Validation
Process Management
Composite Forms
MS Outlook integration
P f M d BI A li i
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ERPAnalytics
StrategyManagement
Financial Close
and Reporting
Planning &Forecasting
Profitability
Management
CRMAnalytics
IndustryAnalytics
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured& Semi-
Structured
Business Intelligence Foundation
Information Delivery
Performance Management and BI ApplicationsMarket-leading, Comprehensive, Integrated
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Focus: Performance Mgmt ApplicationsSupport the Performance Lifecycle from Goal-Setting thru Reporting
Business Planning & Forecasting
Financial Reporting & ComplianceProfitability Management
Oracle Scorecard & StrategyManagement OPEX, CAPEX & Workforce Planning
Integrated Operational Planning
Strategic Finance
Profitability & Cost Management
Financial Close Management
Financial Data Quality Mgmt
Clearly articulate strategy & goals,communicate them across enterprise
Develop scorecards leveragingrecognized methodologies andindustry benchmarks
Ensure accurate forecasts, shortenbudgeting & planning cycles
Long Term Planning, FinancialStructure, Funding Options.etc.
Conduct profitability analysis usingrobust modeling and analysis withintegrated drill down
Close and report financial results, meetglobal regulatory requirements.
Strategy Management
Financial Management
Oracle Crystal Ball
O l S d d S M
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Oracle Scorecard and Strategy ManagementStrategy Management & Goal Setting
Strategy visualization
Strategy Maps and Trees
Cause and Effects
Linked objectives & initiatives
Thresholds, owners, history
Annotations & override
Automatic detection
KPI alerts triggered by thresholds
Integrated BI componentKPIs as core metadata
Auto-generated interactive analysis
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15
C
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Forecast/modelstrategic possibilities
Select strategies
Set targets
Seed targets toannualoperating plan
Start annualprocess
EvaluateFinancialPerformance
Update strategic
plan with latestforecast
Evaluate resource
and capitalrequirements
Strategic plan Annualbudget /plan
Includeoperationaldetails
Evaluateworkforceand capital
Monthly /rollingforecast
Evaluatetrueprofitability
Achieve a World Class Enterprise PlanningProcess
Assess and Manage Risk
Include operationaldetail and modelvariability offinancial plan
Update forecastwith latest budgetand actuals
O l H i St t i Fi
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Oracle Hyperion Strategic FinanceAccounting Integrity and Modeling Speed
Reduce model-building efforts
via pre-built financial modelinglogic
Integrates long-term planning,treasury strategies &
corporate development
Understand the full financialimpact of alternative strategies(Scenarios)
Pre-built valuation logic (NPV,IRR, etc.), forecast methodsand formula functions
Oracle Hyperion Strategic FinanceOracle Hyperion Strategic FinanceOracle Hyperion Strategic FinanceOracle Hyperion Strategic FinanceOracle Hyperion Strategic FinanceOracle Hyperion Strategic Finance
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Oracle Hyperion Strategic FinanceBuilt-in Analyze Trail
Analyze Trail Feature Visualize model logic
Consolidation Intelligence
Complex entity structures
Deal Period Functionality Create M&A simulations
Debt Scheduler
Cashflow implications of debt
Funding Options Optimize capital structure
What-If Analysis Toolkit Unlimited scenarios
Oracle Hyperion Strategic FinanceBuilt-in Consolidation IntelligenceOracle Hyperion Strategic FinanceBuilt-in Deal Period
Oracle Hyperion Strategic FinanceBuilt-in Debt SchedulerOracle Hyperion Strategic FinanceBuilt-in Funding OptionsOracle Hyperion Strategic FinanceWhat-If & Dashboards
Pl i B d ti & F ti
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Planning, Budgeting & ForecastingAccelerate the Enterprise Planning Process
Centralized system
Align top-down and bottom-up Powerful workflow and process
management for budgeting andforecasting
Task lists, audit trails, data
entry forms, approvals, andemail notification and alerts.
Consistent assumptions
Common allocations &calculations
Continuous forecasts (rolling,event based)
Scalable architecture 100s to1000s of users
E l t th R I t
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Evaluate the Resource Impact
Workforce Plan
Financial Plan
Capital Asset Plan
Detailed Headcount, StaffExpenses, Salary & Compensation
Detailed Depreciation, AssetPurchase/Sell, Asset Expenses
H i W kf Pl i
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Hyperion Workforce PlanningImprove Headcount, Salary and Compensation Planning
Packaged solution for quickimplementations
Plan salary and othercompensation at any level
Add, edit and deleteemployees and new hires
Pre-defined or customcalculations for taxes, etc.
Integrates actuals
from HR systems Test scenarios in real-time
for impact analysis
H i C it l E Pl i
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Hyperion Capital Expense PlanningImprove Planning the Acquisition, Lifecycle Management, andRetirement of Capital Assets
Packaged solution
Customizable
Plan for asset purchasesand asset related expenses
Transfer, retire, andimprove assets
Directly linked to main plan
Interfaces with externalsystems (e.g. Fixed Assets)
Public Sector Planning & Budgeting
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Public Sector Planning & BudgetingAccelerate Position & Employee Budgeting
Out-of-the-box configurableand expandable position andemployee expensebudgeting
Project and evaluate theimpact of employeecompensation and benefits
Forecast the impact of newpositions, workforcereductions, contractproposals
Powerful workflow andprocess management forbudgeting and forecasting
Integration with ERP
Integrated Operational Planning
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Integrated Operational PlanningRevenue & Margin Planning Aligned with Operations
RevenuesCost of Sales
---------------------------------------------
Gross MarginOperating Expenses
R&DSG&AOther
---------------------------------------------
Operating IncomeCapital Expenses
---------------------------------------------
Net Income
Granular Revenue &Pricing Models byCustomer
SKU/Brand level mix
details Material Cost Roll Ups
based on commoditycosts and procurementplans
Freight, Labor, & othercost drivers
Driver-based revenue and marginimpact analysis
Alignment of dollar targets with unitplans
Purchase Price and Cost Varianceanalysis
Hyperion Planning
IOP
Analyze Financial and Operational Impact
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Analyze Financial and Operational ImpactPlan Revisions Supported by Fact-based Decisions
Model plan revisions in familiar
Excel environment Review financial metrics and
operational constraints
Perform what-if analysis on keyassumptions and drivers
Identify options to closeperformance gaps
Q tif Ri k d U t i t
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Quantify Risk and Uncertainty
Only 3 possible outcomes
Limited view of risk
What are most important risk factors?
What are the odds Ill miss the target?
Which outcome is most likely?
Full range of outcomes
Illustrate probability of outcomes
Immediate visibility into inherent risk
True risk analysis for financial models
ConventionalSingle Point Scenarios
AdvancedThinking in Ranges
Assess and Manage Risk
Predictive Planning Capability
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Predictive Planning CapabilityIntegration of Crystal Ball with Planning
Assign probability distributions touncertain assumptions
Run thousands of simulations
Analyze range of outcomes andprobabilities
Assess model sensitivities
Assess and Manage Risk
The Extended Financial Close Process
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Sub Ledger CloseGeneral
Ledger CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancialReporting
Filing
Close sub ledgersinto GL (AR, AP, FA,etc.)
Perform Reconciliationsand Post Accruals
Deliver self servicefinancial reporting tothe organization
Create externalreports with
financial data
Automate anddeliverexternal &statutoryfilings
Gather and validatecomplete data sets tosupport all financialreporting needs
Automate consolidatedfinancial reportsleveraging multiple
hierarchies andcalculations
The Extended Financial Close Process
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Sub Ledger CloseGeneral
Ledger CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancial
Reporting
Filing
Key Challenges of ERP CloseLimited workflow/task management across the modules
Manual confirmation of sub-ledgers have closed
Manual confirmation of account reconciliations
Manual activities for fixed asset close:
Manual accruals, suspense clearing, etc.
Reports are created manually
Iterations and changes introduce risk and take time
Useful life adjustment
Depreciation
Gain/Loss on FA
FA retirements
FA accruals
Adj. for non capitalized items
Oracle Hyperion Financial Close Management
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Full visibility into enterprise-wide
close process Task Management Workflow Due dates Dependencies Assignments Alerting
Improved accountability for
predictable close Workflow integration across
systems & manual processes MS Outlook integration
Built on proven Oracle Fusion
Middleware technologies
Oracle Hyperion Financial Close ManagementStreamline the End-to-End Close Process
Sub Ledger CloseGeneral Ledger
CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancialReporting
Filing
Hyperion Financial Data Quality Management
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SOURCESYSTEMS
Excel
Flat files
ODBC
GL/ERP
Oracle EBS
PeopleSoft
SAP R/3
Hyperion Financial Data Quality ManagementEnsure Accurate Financial Reporting and Planning
Sub Ledger CloseGeneral Ledger
CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancialReporting
Filing
Multiple data sources
Simple four steps function for users
Map managementValidations
Audit trails
Drill through & Write back To EBS Detail
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Drill-through & Write-back To EBS Detail
Actuals Drill
Ledger Detail
Audit Trail
Budget Write-back
Reverse map
Ledger Adjust
Oracle Hyperion Financial Management
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Oracle Hyperion Financial ManagementAccelerates Reporting Cycles & Reduces Compliance Costs
Designed to be used & maintainedby Finance people
Scenario Management for differentconsolidation scenarios
Complete Audit Trail & Workflow
Phased submission & processcontrol
Intercompany Eliminations
Multicurrency Translations
Minority Interest Calculations(Ownership Rules)
Drill through data sources (canreach the Journal, SL Details forEBS)
Sub Ledger CloseGeneral Ledger
CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancialReporting
Filing
Ensure High Quality Report Submission
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Ensure High Quality Report Submissionwith Disclosure Management
Author statutory documentsfrom Smart-View for Office MS Word and Excel for
authoring Direct integration with HFM Support for all required report
formats: MS Word, HTML, PDF
Embedded XBRL tagging
support Taxonomy Management Instance document creation
and validation Document Versioning,
Approvals workflow
Sub Ledger CloseGeneral Ledger
CloseData
AssuranceConsolidation
Internal MgmtReporting
ExternalFinancialReporting
Filing
What are the Contributors of Costs?
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MaterialDirectLabor
What are the Contributors of Costs?Objective: To understand the cost (or profitability) of theorganizations products.
Production
OverheadProduct
Management
CustomerService
AdministrativeSupport
QualityService
Sales/Marketing
Support
Utilities
Some costs are obvious and
relatively easier to assign
Others require analysis todetermine appropriate
assignment
Costing / Profitability Solution
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DecisionSupport
Product P&L by Activity
Costing / Profitability Solution
Organizational P&L
BehavioralData
RawData
MeaningfulAllocations
World Class Profitability & Cost Management
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What-ifScenario
Results
Drivers ofCost
World Class Profitability & Cost ManagementProcess to support EPM
?? ??
Data Collection ProfitabilityAnalysis
DecisionSupport
UpdatePlans
Financial Datafrom Close Process
Behavioral Datafrom ERP/ others
CustomerProfitability
Full Product
Costing
NewDrivers toConductBusiness
Allocation
Oracle Profitability & Cost Management
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Oracle Profitability & Cost ManagementProvide Actionable Insights into Costs and Profitability
A packaged application enabling:
Profitability modeling Define dimensions and hierarchies
Allocation stages & stage steps
Drivers and Assignments
Business rules & allocation
calculations
Traceability Maps Source to its destination (Forward)
Destination to source (backward)
Validation Reporting Records with Unassigned Costs
Records without drivers
Performance Management and BI Applications
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ERPAnalytics
StrategyManagement
Financial Closeand Reporting
Planning &Forecasting
ProfitabilityManagement
CRMAnalytics
IndustryAnalytics
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured& Semi-
Structured
Business Intelligence Foundation
Information Delivery
g ppMarket-leading, Comprehensive, Integrated
Oracle BI Applications Suite
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CRM ANALYTICS ERP ANALYTICS
SALES
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales TeamEffectiveness
MARKETING
CampaignEffectiveness
Customer Insight
Product Propensity
Market BasketAnalysis
Campaign ROI
SERVICE &CONTACT CENTER
ServiceEffectiveness
CustomerSatisfaction
Resolution Rates Service Rep
Efficiency Service Cost Service Trends
ORACLE BI SUITE ENTERPRISE EDITION PLUS
AND OTHER OPERATIONALAND ANALYTIC SOURCES
SOURCE ADAPTERS:
Oracle BI Applications SuiteComplete, Prebuilt, Best Practice Analytics
PRICE
Price Segments
Price WaterfallAnalysis
Deal Life Cycle
Deal DeskAnalysis
Product PricingPerformance
LOYALTY
MemberDemographics
Program Revenue
Membership
Trends Promotion
Effectiveness
Points Analysis
FINANCE
General Ledger
AccountsReceivable
Accounts Payable
Cash Flow
Profitability ExpenseManagement
PROCUREMENT &SPENDING
Direct & IndirectSpend
Buyer Productivity Contract Compliance Supplier Performance Purchase Cycle Time
Employee Expense
SUPPLY CHAIN &ORDER MGMT
Revenue &Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time BOM Analysis
PROJECTS
Project Fundingand Budget
Product Cost
Project Revenue
Project Billing Project Profitability
HUMANRESOURCES
EmployeeProductivity
Compensation
Talent
Management Recruiting Analysis
Learning Analysis
Workforce Profile
Industry Analytics
Financial Service Communication Healthcare Retail Pharmaceutical
Oracle BI Applications : Financial Analytics
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CRM ANALYTICS ERP ANALYTICS
SALES
Pipeline Analysis
Forecast Accuracy
Up-sell/Cross-sell
Cycle Times
Lead Conversion
Sales TeamEffectiveness
MARKETING
CampaignEffectiveness
Customer Insight
Product Propensity
Market BasketAnalysis
Campaign ROI
SERVICE &CONTACT CENTER
ServiceEffectiveness
CustomerSatisfaction
Resolution Rates Service Rep
Efficiency Service Cost Service Trends
ORACLE BI SUITE ENTERPRISE EDITION PLUS
AND OTHER OPERATIONALAND ANALYTIC SOURCES
SOURCE ADAPTERS:
Oracle BI Applications : Financial AnalyticsAn Example
PRICE
Price Segments
Price WaterfallAnalysis
Deal Life Cycle
Deal DeskAnalysis
Product PricingPerformance
LOYALTY
MemberDemographics
Program Revenue
MembershipTrends
PromotionEffectiveness
Points Analysis
FINANCE
General Ledger
AccountsReceivable
Accounts Payable
Cash Flow
Profitability
ExpenseManagement
PROCUREMENT &SPEND
Direct & IndirectSpend
Buyer Productivity Contract
Compliance Supplier
Performance
Purchase CycleTime
EmployeeExpense
SUPPLY CHAIN &ORDER MGMT
Revenue &Backlog
Inventory Analysis
Fulfillment Status
Customer Status
Order Cycle Time
BOM Analysis
PROJECTS
Project Fundingand Budget
Product Cost
Project Revenue
Project Billing
Project Profitability
HUMANRESOURCES
EmployeeProductivity
Compensation
TalentManagement
Recruiting Analysis
Learning Analysis
Workforce Profile
Industry Analytics
Financial Service Communication Healthcare Retail Pharmaceutical
Financial Analytics Components
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Financial Analytics Components
Pre-mapped metadata, includingembedded best practice calculations andmetrics for financial, executives and otherbusiness users
A best practice library of over488pre-built metrics, 36 intelligent dashboards,250+ reports and several alerts for CFO,Finance Controller, Financial Analyst,AR/AP Managers and Executives
Pre-built ETL to extract data from over3,000 operational tables and load it intothe DW, sourced from PeopleSoft, OracleEBS, JD Edwards, and other sources
Pre-built warehouse with 16 star-schemasdesigned for analysis and reporting onfinancial analytics
Presentation layer
Logical businessmodel
Physical sources
1 3
2 4
PeopleSoft
OracleEBS
JDE Universal
SyndicatedOracle BI
ApplicationsWarehouse
Built-in Best Practices
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Receivables
AR Balance DSO Closing Group Amt Credit Limit Used % Total AR Overdue AmtAR Aging AR Aging 1-30 Amt AR Due 1-30 Amt AR Overdue 1-30 Amt
Payment Performance AR Payment Days AR Weighted Days Times Paid Before DueAR Transactions AR Avg Invoice Amt AR Credit Memo Amt
Payables
AP Balance DPO Closing Group Amt Total AP Overdue Amt Overdue Amt to Total %AP Aging AP Aging 1-30 Amt AP Due 1-30 Amt AP Overdue 1-30 AmtPayment Performance AP Payment Days AP Weighted Days Times Paid Before DueAP Transactions AP Avg Invoice Amt AP Avg Payment Amt
Profitability
Profitability Returns Return on Equity Return on Assets Return on CapitalMargins Gross Margin % Operating Margin % EBT Margin % Net Income Margin %
Product Profitability Revenue Product Gross Profit Product Operating ProfitCustomer Profitability Revenue Customer Gross Margin
Example Financial Analytics Metrics
Sample Pre-Built Dashboards
Financial Controller Balance Sheet Cash Flow Budget Vs Actual P&L
Department Manager Budget Vs Actual P&L Product Profitability Customer Profitability
Payables Manager AP Balance Payments Due Effectiveness Invoice Details
Receivables Manager AR Balance Payments Due Effectiveness Invoice Details
General Ledger
Balance Sheet Cash Accounts Receivable Debt to Equity Ratio Current RatioAsset Turnover AR Turnover AP Turnover Inventory Turnover
Cash Cycle Fixed Assets TurnoverCash Flow Operating Cash Flow Investing Cash Flow Financing Cash Flow Net Cash Flow
u t est act cesUse and Extend Metrics Library
Decision Workflows Financial Analytics
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Decision Workflows Financial Analytics
Target collection effortsto reduce overdue
balances
How long is theunderlying overduebalance pending?
Maximize cash flow
Drill toDetail
BusinessObjectives/
Issues
Gain
Insights
TakeAction
Who are the customers?
Drill to
overdue invoice detail
Is overdue balancestrending up?
Is DSO on target?
Align Actions with Best Practices
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Align Actions with Best PracticesGuided & Conditional Navigation Helps Novice Users
Enables users to quickly navigate a standard path of analyticaldiscovery specific to their function and role
Enhances usability and lowers learning curve for new users
Appears only when conditions are met and alerts users topotential out of ordinary conditions that require attention
Guides users to next logical step of analytical discovery
GUIDED NAVIGATION
CONDITIONAL NAVIGATION
Oracle Business Indicators Pre-defined Content
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Oracle Business Indicators Pre defined Content
Access to comprehensive pre-defined metricsand reports delivered from Oracle BIApplications, including financial, humanresources, supply chain and customerrelationship management analytics
View custom reports created using OracleBusiness Intelligence Suite Enterprise EditionPlus (OBIEE)
Deliver time critical intelligence to broad groupof business users across many disciplines
Sales Executive can monitor bookingsand pipeline status
Contact center manager can monitor callvolume to determine the proper staffinglevel
Customer fulfillment manager canmonitor available quantity to fulfill neworders
Indicators
Plus, Extensible Analytical Engine and
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
, y gDashboarding Tool
Most standardKPIs availableout-of-the-box
Accelerate
deploymentand adoption
Easily adaptdashboardsand metrics
Provides acomprehensiveOperationalIntelligenceframework
Easily identify, select, modify,and format relevant KPIs
Build a Decision
Support SystemUnique to YourEnvironment
Oracles Enterprise Performance Management System
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
g yComplete, Open, Integrated
OLTP & ODSSystems
Data WarehouseData Mart
PackagedApplications
(Oracle, SAP, Others)
ExcelXML/Office
BusinessProcess
OLAPSources
Exadata Unstructured& Semi-
Structured
BI Server
Common Enterprise Information Model
EssbaseDimension
ManagementPredictiveAnalytics
ERPAnalytics
StrategyManagement
Financial Closeand Reporting
Planning &Forecasting
ProfitabilityManagement
CRMAnalytics
IndustryAnalytics
InteractiveDashboards
Reporting &Publishing
Ad-hocAnalysis
Detect& Alert
OfficeIntegration
Search EmbeddedMobileScorecards Collaborate
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Introduction
Oracle EPM Overview
EPM Roadmap & News
Agenda
O
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Oracle EPM Applications Roadmap
Hyperion EPM 11.1.2.2
Hyperion Planning Project Planning module
PSB Commitment control
Financial Close
Account Reconciliations
Financial Close AnalyticsDashboards
Hyperion Financial Management
Configurable Dimensionality Disclosure Management
Collaborative document authoring
Smart Rounding & Footing
Micro-costing in Profitability & Cost Mgmt.
Hyperion EPM 11.1.2 (Available)
New Financial Close Mgt. Product
New Disclosure Mgt. product
New Public Sector Budgeting module
Hyperion Planning
Configurable & data drivenworkflows
Conditional formatting
Smart View extensions
Oracle tech stack optimization
FY2011 FY2012 FY2013
Hyperion EPM 11.1.2.1 (Available)
Upgrade from prior releases
PSFT & Financial Close Mgt. integration
EPM News EMEA BI/EPM partner community Portal
http://www.oracle.com/partners/secure/engage-with-oracle/026361http://www.oracle.com/partners/secure/engage-with-oracle/026361 -
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
Hyperion Planningsupports the Arabic
interface (Availablefor version 11.1.2.1)
Arabic interface willbe added to more
applications inrelease 11.1.2.2
Questions
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Copyright 2011, Oracle and / or its affiliates. All rights reserved.
For More Information
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http://www.oracle.com/epm
search.oracle.com
or
oracle.com
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