hyperion - oracle epm overveiw

7/31/2019 Hyperion - Oracle EPM Overveiw

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EPM System Release 11.1.2

Tobin Gilman Sr. Director, Product MarketingThomas Kurian Executive Vice President, Product Development

April 2010


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Copyright 2010, Oracle and / or its affiliates. All rights reserved.

The following is intended to outline our general

product direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not be

relied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oraclesproducts remains at the sole discretion of Oracle.


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Agenda

Oracles EPM Vision

Whats New in EPM System Release 11.1.2 Customer and Partner Benefits

Summary and Questions


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Oracles EnterprisePerformance ManagementSystem and Vision


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Complete, Open, Integrated, Best of Breed


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Oracle Fusion MiddlewareComplete, Open, Integrated, Best-of-Breed


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BI Applications

Financial Close &Reporting

ProfitabilityManagement

Planning &Forecasting

StrategyManagement

ExcelXML

OLTP & ODSSystems

Oracle, PeopleSoft, JDESiebel, SAP, Custom

BusinessProcess

Data MartsData Warehouse

Database MachineOLAP Cubes

Oracles Enterprise Performance Management System

Complete, Open, IntegratedInteractiveDashboards

Reporting &Publishing

Ad-hocAnalysis

Detect &Alert

Mobile &Disconnected

OfficeIntegration

Search Embedded

Fusion Middleware

Common Enterprise Information Model

Business Intelligence Foundation


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Oracle Positioned in Leaders Quadrants

Magic Quadrant for BusinessIntelligence Platforms, 2010

Magic Quadrant for

CPM Suites, 2010

Magic Quadrant forData Warehouse Database

Management Systems, 2010

Source: Gartner, Inc., Magic Quadrant for CPM Suites, 2010 byNigel Rayner, Neil Chandler, John E. Van Decker, 25 January 2010.

This Magic Quadrant graphic was published by Gartner, Inc. as part of alarger research note and should be evaluated in the context of the entirereport. The Gartner report is available upon request from Oracle.

Gartner Magic Quadrant forCorporate Performance

Management Suites


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Worlds Leading Companies use Oracle EPM

10 of the Top 10in Financial

Services

8 of the Top 10 inOil & Gas

10 of the Top 10in High Tech

10 of the Top 10in Utilities

10 of the Top 10in Healthcareand Pharma

10 of the Top 10in Aerospaceand Defense

10 of the Top 10 inCommunications

10 of the Top 10in Transportation


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8 of the Top 10 inOil & Gas

10 of the Top 10in Utilities

10 of the Top 10in Aerospaceand Defense

10 of the Top 10in Transportation

10 of the Top 10in Healthcareand Pharma

10 of the Top 10in Financial

Services

10 of the Top 10in High Tech

10 of the Top 10 inCommunications

83% of Fortune 500 use Oracle EPM

Worlds Leading Companies use Oracle EPM


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EPM Challenges Today

Cross-functionalAlignment in

Planning

Cross-functionalAlignment in

Planning

Predictable andCompliantProcesses

Predictable andCompliantProcesses

Transparency andAccuracy

in FinancialReporting

Transparency andAccuracy

in FinancialReporting

EnterpriseIntegration

EnterpriseIntegration


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Enterprise

Planning

Enterprise

Planning

Solution depth and breadth to addressplanning and profitability management

needs across the Enterprise

Financial

Close

Financial

Close

Comprehensive solution for FinancialConsolidation and Close

Financial

Reporting

Financial

Reporting

Streamlined creation and delivery ofexternal/statutory and internal financialreports

Enterprise-class

Solutions

Enterprise-class

Solutions

Enterprise-class scale, performance andmanageability, and Integration withenterprise systems

Oracle EPM Product Strategy

Key Strategic Themes


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Whats New in Oracle EPMSystem Release 11.1.2


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Deliver EPM Value

Faster, Reduce Cost of

Ownership

Deliver EPM Value

Faster, Reduce Cost of

Ownership

Streamline End-to-End

Financial Close Process

Streamline End-to-End

Financial Close Process

Extend Planning Reach

Across the Enterprise

Extend Planning Reach

Across the Enterprise

Oracle EPM System Release 11.1.2

Extends Oracles Market Leadership

Improve Timeliness and

Confidence in Financial

Reporting

Improve Timeliness and

Confidence in Financial

Reporting


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Extend Planning ReachAcross the Enterprise


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Planning and Budgeting Challenges

Enable planning for todaysdynamic and matrix

organizations Simplify planning tools for

expanded business useradoption

Ensure best practice adoptionthrough embedded domainknowledge

Provide visibility into key

drivers of costs and profitability


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Oracle Hyperion Planning

Streamlined Planning and Forecasting

Intelligent Approval Workflows

Vary workflow by

scenario/version Pre defined promotional path

Data driven promotional path

Zero-code Web Forms for

Business User Productivity Conditional formatting and

process-based data validation

Ad hoc web data entry forms

Freeze, Sorting and filtering Member Selector

enhancements


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Oracle Hyperion SmartView for Office

Designed for the Business User

Users Manage PlanningTasks in Familiar MS Office

Environment Task based workflow

Traffic lighting & datavalidation

Approval processmanagement

MS Outlook Integration

Manage tasks from

Outlook Calendar


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Oracle Hyperion Public Sector Planning and Budgeting

Purpose-Built for Public Sector Needs

Packaged application forpublic sector organizations

Support for managementof complex budgetaryprocesses

High quality budget bookpreparation

Advanced positionbudgeting capabilities

Bi-directional integrationwith ERP data sources

New !


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Oracle Hyperion Profitability and Cost Management

Improve Insight into Profitability by Customers, Products

Fast growing EPM applicationwith significant new customerwins and deployments globally

New for HPCM in release 11.1.2

Expanded cost and revenuedriver functions

Improved model navigation

Significant performancegains


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Optimize Product Mix to Maximize Profitability

Regional bank serving 19 Western andMidwestern states and 4 million households.Over $60B in assets with more than 10,000

employees.

Before

IT resources demand exceededcapacity for profitability reporting

Needed business users to driveprofitability modeling

Lack of insight how shared costsimpacted economics of thebusiness

Challenge to optimize productmix that maximizes bankprofitability

After

Minimal IT involvement

Easy integration into EPM systeminfrastructure

Ability to offer a basket ofproducts by mixing and matchingproducts according to customerdemographics

Benchmarking costs fordeveloping and marketing newproducts


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Streamline End-to-EndFinancial Close Process


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Streamline the period-end closecycle

Ensure visibility and predictabilityin financial consolidation andclose

Integrate with GRC systems toprovide transparency and control

Control audit costs

Financial Close Challenges


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Close sub ledgers intoGL (AR, AP, FA, etc.)

Perform Reconciliationsand Post Accruals

Deliver self

service financialreporting to theorganization

Create externalreports withdisclosures andfinancial data

Automate and

deliver external& statutoryfilings

Gather and validatecomplete data sets to

support all financialreporting needs

Automate consolidatedfinancial reports leveragingmultiple hierarchies andcalculations

The End-to-End Financial Close Process


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Improving Extended Financial Close Process

Publicly-held, global industrial manufacturing companywith $15B in revenue and over 100 locations.

Before

15 Divisions with ERP/GLinstances

Hyperion Financial Managementfor Financial Consolidation andReporting

Quarter-end close takes 15 days

Multiple reports, spreadsheets

and text documents required for10Q filings

Expectations After

Deploy Oracle Hyperion FinancialClose Management

Eliminate bottlenecks at divisionlevel

Reduce quarter-end closeprocess from 15 to 10 days

Streamline creation of quarterly

regulatory filings

CustomerProfile


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Financial Auditing Solution Integrate HFM account balance data into GRC Manager

Assess materiality of internal control issues and prioritize remediation

Segregation of Duties Solution Single point of maintenance for users, groups, roles etc across ERP and HFM

Avoid potential violations in segregation of duties

Integration with Oracle GRC Solution

Improve Financial Governance and Control

HFMApplication

Oracle/PSFTFinancials

Oracle/PSFTFinancials

Oracle GRC Manager

Oracle GRC Controls


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Improve Timeliness andConfidence in FinancialReporting


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Meet new disclosure requirementse.g. XBRL mandate from SEC

Ensure financial reporting quality

Address all external/statutory andinternal reporting needs

Manage costs related to financialreporting and filing

Financial Reporting Challenges


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Financial Reporting Remains Inefficient &

Error-prone Today

Inefficiencies from manual processes

Creation and management of critical documents - debtcovenants,10Q/K, board package etc.

Gathering and managing commentary

Adjustment of financial data

Errors and loss of control from outsourcing

MS Word documents sent to publisher for EDGAR filing XBRL tagging done by 3rd parties

Detailed tagging requirement raises liability exposure

Disclosure Management


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Author statutory documents fromSmart View for Office MS Word and Excel for

authoring Direct integration with HFMand Essbase

Support for all required reportformats: MS Word, HTML,

PDF Embedded XBRL tagging

support Taxonomy Management

Instance document creationand validation

Oracle Hyperion Disclosure Management

Statutory Reporting Made Simple


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Reducing Costs and Efforts in Financial Filings

Financial Services company with over $4B inrevenue and 10,000 employees

Before

Single instance of Oracle E-Business Suite Financials and

ERP Multiple reports, spreadsheets

and text documents required for10Q filings

Spends $5-10K per quarter on

SEC filings with 3rd

partypublisher

Expectations After

Deploy Oracle HyperionDisclosure Management

Streamline creation of quarterlyregulatory filings and reduceerrors

Bring XBRL tagging process in-house to improve control and

accuracy Eliminate 3rd party publishing

costs

CustomerProfile


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Delivers Essbase analytics on live HFM data

Extend the data model

Integrate additional data sources

Fulfill analytic needs with no impact on consolidation server More users, more reports, bigger queries

Fast reporting performance

Simple and automated implementation

Real-Time or on-demand integration with HFM

Oracle Essbase Analytics Link for HFM

Powerful Analytics on Consolidated Data

OracleEssbase

AnalyticsLink

HFM

Application

OracleEssbase


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DeliverEPM Value Faster,Reduce Cost of Ownership


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EPM Technology Trends

Shift from spreadsheets andpoint solutions to integratedEPM suites

Continued need for Financecontrol with integration into BI,ERP and GRC applications

Need for enterprise-class

scalability, performance andmanageability

Recognition of enterprisedimension management as coreEPM enabling technology


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E-BusinessSuite

Data Sources

PeopleSoft

E-BusinessSuite

SAP

File-based dataXLS, Text, XML

Data &Metadata

.

FDM ERPI

CommonStaging DB

FDM

ODI

EPM

HFM

HSF

HP

EssbaseData &

Drill-back

Reporting

Smart View

FinancialReporting

Data &Metadata

Oracle Hyperion Financial Data Quality Management

Enabling Seamless Metadata and Data Integration

New in release 11.1.2 Enhanced EBS, PSFT & Essbase drill-through and write-back Localization


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Oracle Hyperion Data Relationship Management

Enterprise Dimension Management Highly differentiated offering

enabling hierarchy anddimension management for EPM

applications New in EPM release 11.1.2

Full-feature, browser-baseduser interface

Internationalization Role-based user access

Improved navigation


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Oracle Essbase

Enterprise-class Manageability

Industry-leading analytics engine with built-in financial intelligence

New in Release 11.1.2: Fusion Middleware Integration forenterprise-class manageability

Oracle Enterprise Manager

Oracle Single Sign-on and Security integration

Oracle Diagnostic Logging

Oracle OPMN Failover

Oracle Essbase


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Customer& Partner Benefits


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As a customer whos deployed a number of Oracle Hyperion applications we

are excited about the new modules. The new financial close managementmodule will enable us to better coordinate our closing process across different

departments, transactional systems and EPM applications. We also like the

new disclosure management module, which leverages Oracles existing EPM

applications and is designed to support a broad range of reporting and filing

requirements. Overall, we are impressed with Oracles approach and we look

forward to evaluating the new products.

Russ Bostick

EVP of Technology and Operations

What Conseco is Saying

Benefits to Existing Hyperion Customers


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Benefits to Oracle ERP Customers

Leverage ERP investments withmeta data & data integrationand drill-through

Improve speed and accuracy offinancial reporting with financialclose & disclosure managementmodules

Enhance planning and budgetmanagement and driveenterprise-wide planning

Oracle E-Business Suite

PeopleSoft Enterprise


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Benefits to SAP Customers

Leverage SAP investments withpre-built data integration anddrill-through

Improve speed and accuracy offinancial reporting with financialclose & disclosure mgmtmodules

Improve user productivity andreduce reliance on IT

SAP


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Excellence in Financial Close with SAP

Oracle Hyperion Financial Management

One of the worlds largest food companies operating in over 100

countries with revenues of $14B annually.

Before

Two regional SAP instances

14-20 days to close

19 levels of hierarchy; 370 baseentities

No standard chart of accounts

Data load was inconsistent &

manual

No single system for GAAP andmanagement reporting needs

Manual I/C reconciliations

Over-reliance on spreadsheets

After

Massive business transformational

change

Consolidate in day 7; Financialson day 9

Developed standard reports for

closing process

Automated management reporting

for many levels of management

Automated data extract and load

processes

Root cause analysis on all AJEs


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Oracles EPM System: Complete, Open,

Integrated

Feature Oracle SAP IBM

Core planning and consolidation apps

End-to-end close process support

Functional breadth of planning modules

Financial hierarchy management

Integrated XBRL support

Integration with Oracle & SAP ERP

Common MS Office interface

Common administration

O l H i E t i Pl i S it


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Oracle Hyperion Enterprise Planning Suite

Hyperion Planning

Hyperion Strategic Finance

Hyperion Planning Modules: WorkforcePlanning, Capital Asset Planning, IntegratedOperational Planning & Margin Planning

Hyperion Profitability & Cost Management

Essbase (restricted use)

Hyperion Financial Data Quality Management(option)

Hyperion Data Relationship Management(option)

Crystal Ball (option)

Integrated Offering to Address Enterprise-wideNeeds in Planning and Profitability Management

HyperionEnterprisePlanning

Suite

O l H i Fi i l Cl S it


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HyperionFinancial

Close Suite

Oracle Hyperion Financial Close Suite

Integrated Offering to Address End-to-End Needsin Financial Close and Reporting

Hyperion Financial Management

Hyperion Financial Data Quality Management

Hyperion Financial Close Management

Essbase (restricted use)

Essbase Analytics Link for HFM

Hyperion Disclosure Management (option)

Hyperion Data Relationship Management

(option)

S


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Summary

Oracle Enterprise Performance Management System Release11.1.2 Helps Organizations:

Plan for Growth and Profitability

Improve Stakeholder Communications Deliver EPM Value Faster

Extends Oracles market-leading EPM offering

New Applications and Significant Enhancements

Most Complete and Integrated EPM System

Generally Available April 2010


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