hyperion planning: cloud or on premise

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Page 1: Hyperion Planning: Cloud or On Premise

Oracle Confidential – Internal/Restricted/Highly Restricted 1

Page 2: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Enterprise Performance Management Planning – Cloud or On Premise Russell Lavan Solutions Consulting - EPM

Oracle Confidential – Internal/Restricted/Highly Restricted 2

Page 3: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Page 4: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Modern Finance is evolving from governance to guidance

EPM is for the Many Moments That Matter New regulations Disruptive competitors Changing consumer demands New products/markets Black Swan or Geo-Political events

Page 5: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Hyperion EPM Applications

• Broadest and Deepest EPM Application Coverage

• Most Integrated EPM Suite

• Data, Meta Data and Process integration with Oracle, non-Oracle ERPs

• Best in Class BI Integration

• Centralized Enterprise Dimension Management for EPM, ERP, BI

Plan for Growth, Report with Confidence, Accelerate Business Value

Enterprise Performance Management Platform

Strategy Management

Profitability Management

Planning and Forecasting

Financial Close and Reporting

User Workspace, Reporting

Page 6: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle’s Enterprise Planning Solution

Workforce Planning

Hyperion Strategic Finance

Hyperion Profitability and

Cost Management

Capital Asset Planning

Project Financial Planning

Financial Services Balance Sheet

Planning

BI Foundation & Fusion Middleware

Common Reporting and User Interaction

Public Sector Planning and

Budgeting

Horizontal Applications Vertical Applications

Financial Modeling and Strategic Planning

Financial Planning and Budgeting

Line Item Planning by Function

Variance Analysis and Forecasting

Management Reporting and Analysis

Page 7: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle’s EPM Strategy for Digital Finance Transformation

Choose the Way You Work

Connect the Enterprise

Engineer Predictable Performance

Page 8: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Expand Planning Across the Enterprise

Sales/Product Managers

Cost Center Managers

LOB Execs.

Finance

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• Leverage the Wisdom Beyond Finance

• Financial Models Driven by Operational Detail

10’s

100’s

1000’s

Page 9: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

The Oracle Advantage: Flexibility & Simplicity Multiple Deployment Options for Adapting to any Environment

Managed Build Subscribe

Private Cloud

Customer owns license Provider owns infrastructure

Provider manages and owns

infrastructure

Customer manages Customer owns

infrastructure

Page 10: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Planning and Budgeting Cloud Service (PBCS)

Best in Class Functionality

• Optimized for the Cloud, but based on a proven Hyperion Planning platform

• Access from anywhere with new tablet-enabled interface

• Ease of Use through application wizards, diagnostics & system governors

• Leverage existing investments through On-premise-to-cloud integrations

Page 11: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

• Mobile Access Anywhere

• Cloud, On-Premises, Hybrid

• Built-in Social Collaboration

How You Can Work

Page 12: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

of companies currently use or will consider deploying EPM in the cloud over the next year

Finance Sees Value of Cloud Computing

> 75% Source: Oracle 2014 Top Trends Research

Page 13: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Planning & Budgeting Cloud Service As of Feb 2015

Built on over 15 years of Product Innovation

Launched: February 14, 2014

Clients across industry

Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech

325+ Customers to date

22,000+ End Users and growing!

Available and Supported Globally 24 X 7 X 365

Page 14: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 14

Oracle Cloud Operations Organization

• 600+ Dedicated IT Staff supporting Oracle Cloud – 7x24 Operations “Nerve Center” staff in a follow the sun configuration

– Dedicated Security & Compliance management staff

– Functional experts and architects in all key support roles

• Application support

• Platform technologies (Middleware & DB)

• Infrastructure support and system administration

– Network administration: switches, firewalls, load balancers

– Facilities & project management

• 100% of activities performed by Oracle employees

Page 15: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 15

Single Vendor Top to Bottom

Solution Oracle SaaS Planning Vendors

Authentication Oracle Identity Management Microsoft Active Directory / LDAP

Web Server Oracle HTTP Server Tomcat / IIS / Apache

Application Oracle Hyperion Planning Proprietary

Application Server Oracle WebLogic and Java WebSphere / Jboss

Virtualization Oracle Virtual Machine VMWare or Hyper-V

Database Oracle Database Microsoft SQL Server

Hardware Oracle Engineered Systems and Sun HP / Cisco / Dell

Storage Oracle ZFS EMC/NetApp

Data Centers Oracle Owned or Oracle only Cages Outsourced

Staff Oracle Employees Hybrid

Monitoring Oracle Enterprise Manager HP Open View / Computer Associates

Page 16: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 16

When Oracle PBCS is “Not the Right Fit”

When might my customer want to consider on-premises or hosting services, such as Oracle Managed Cloud Services (aka On Demand), instead?

• Want multiple EPM and or OBI products hosted (HFM, Essbase, etc.) and integrations managed together.

• Requires that the customer have administrative control over the Planning server

• Would like to choose their own upgrade and patch timeline (though service providers may charge a fee for major upgrades)

• Need production guaranteed Disaster Recovery options (Maximum availability, 1-day, and 5-day services are options).

Page 17: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Hyperion Planning Deployment Options On Premise Managed Cloud Services Planning & Budgeting Cloud Service

Overview Customer manages Customer owns infrastructure

Customer owns license – Oracle MCS OR Partner owns licenses on behalf of end user – Partner MCS, Provider owns infrastructure.

Subscription-based, Provider manages, Provider owns infrastructure

Software Included Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning. RDBMS licensed separately.

Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning.

Hyperion Planning, Smart View, Financial Reports, Predictive Planning, Financial Data Management, Essbase ASO Reporting Cubes. RDBMS License included.

Hardware Environments

Customer Owned and Maintained. Typically Test/Prod or Dev/Test/Prod.

Customer Determined. Oracle Owned and Operated. Typically Test/Prod or Dev/Test/Prod. Charged per environment

Oracle Owned and Operated. Test & Production. Two environments included in Subscription Price

Maintenance and Upgrades and backups

Install, Upgrade & Patching done by Customer/Consultants

Install, Upgrade & Patching done by Customer/Partner/Oracle. Included In Managed Cloud Service pricing.

Included in monthly subscription fee per user. Customer can back up on-premise also. Emergency fixes every day, patches every month, enhancements every few months. No Installs. Software owned and operated by Oracle

Data Center N/A – on customer site Customer Choice (Oracle hosted or on partner site) Oracle owned or operated. Worldwide Data Centers

Support Part of maintenance contract – extra charge

Part of maintenance contract – extra charge Included in Subscription

Page 18: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Hyperion Planning Functionality Comparison

On Premise/Managed Cloud PBCS

General Support for multiple applications/multiple databases One Application per subscription (Test and Production environments)

- Up to 7 Plan types (3 BSO, 4 ASO) for Advanced Application

Modules Hyperion Capital Asset Planning, Hyperion Workforce

Expense Planning, Hyperion Project Financial Planning

modules are available for On Premise/Managed Cloud.

Modules scheduled to be available Q3 2105

Data Integration –

Metadata

Hyperion Financial Data Quality Management

(Direct Integration offered for EBS, PSOFT, Fusion

Financials)

Outline Load Utility

Planning Import and Export

Oracle Data Integrator Adapter for Planning

Data Integration Management Adapter for Planning

Performance Management Architect Flat Files

Performance Management Architect Interface Tables

Smart View Client

Planning Import and Export

Smart View Client

Data/Metadata loads can be automated using Job Scheduler, File Transfer

Utility or EPM Automate Utility

Data Integration –

Data

Hyperion Financial Data Quality Management

(Direct Integration offered for EBS, PSOFT, Fusion

Financials, JDE, SAP)

Outline Load Utility

Planning Import and Export

Performance Management Architect Data Synchronization

Essbase Flat File Load

Hyperion Financial Data Quality Management

Planning Import and Export

Data/Metadata loads can be automated using Job Scheduler, File Transfer

Utility or EPM Automate Utility

Page 19: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

WHO WHAT WHY

Customer2Cloud Program - Who, What, Why

• Legacy Planning or Hyperion Planning customers paying on-premise support*

• Want to migrate on-premise licenses to the cloud

• Interested in utilizing value of support costs

• Incent cloud adoption using current support spend

• Flexible options

• Quickly adopt latest EPM Cloud innovations: Planning, Financial Performance Reporting, etc.

• Lower Cost

• Op Ex vs. Cap Ex

• Speed

• Minimal IT help

• Convert unused support into business value

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*Certain restrictions apply

Page 20: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Customer2Cloud Program for EPM Customers TWO CHOICES

• Migration and Support Policy for Customers Shelving Licenses in favor of EPM Cloud – Licenses of Hyperion Planning products can be shelved for EPM Cloud, these products are

typically licensed in a Planning deployment.

– Customer is provided support for up to six months on the on-premise license at no charge

– Shelving program allows licenses to be “unshelved” at end of Cloud Services agreement

• Migration and Support Policy for Customers Terminating Licenses in favor of EPM Cloud – Termination program “terminates” on-premise licenses, no going back!

– Can migrate from “related pillar” of functionality to EPM Cloud

– Support for on-premise licenses are terminated immediately

Oracle Confidential – Internal/Restricted/Highly Restricted 20

* For full terms and conditions, go to Into The Cloud

Page 21: Hyperion Planning: Cloud or On Premise

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |