oracle’s epm system and strategy john o’rourke sr. director, product marketing – epm global...
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Oracle’s EPM System and StrategyJohn O’RourkeSr. Director, Product Marketing – EPM Global Business Unit
What software company CEO flies one of these?
Larry Ellison – CEO of Oracle
Agenda
• Oracle’s EPM System Vision• Oracle/Hyperion Product Integration Strategy• Driving Customer Value• Summary and Questions
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.
EPM Market Drivers
Alignment
Predictability
Consistency
Transparency
Immediacy
Business IntelligenceCustomer Challenges
• Siloed• Fragmented• Inconsistent• Restricted• Unintuitive
Hasn’t the promise of BI been there for the past decade?
Oracle’s EPM Vision
• Link strategic goals to operational decisions
• Transform financial management processes
• Monitor execution in real-time• Deliver consistent, reliable
insights to drive action• Lower costs and reduce
system complexity • Single version of the truth
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
Introducing: Oracle’s Enterprise Performance Management System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessOLAP
Performance Management Applications
BI Applications
Fusion Middleware
Web Office Desktop MobileEmbedded in Applications
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Set Strategic Objectives
CorporateDevelopment
TreasuryStrategies
Long-TermPlanning
Strategic Planning
Define Costing Methods
Perform Allocations
Report & Analyze
Define Cost Drivers
Cost and Profitability Management
Market-leading Suite of Finance and Strategy Performance Management Applications
Data Cleansing
ConsolidateInternal
Reporting & Analysis
External Reporting & Compliance
Financial Close Process
Cascade Targets
Allocate Resources
ForecastingDetailed
Budgeting
Planning and Budgeting
Most Complete Suite of BI Applications
Travel& TransTravel
& TransAutoAuto Comms& MediaComms& Media
ComplexMfg
ComplexMfg
ConsumerSector
ConsumerSector EnergyEnergy Financial
ServicesFinancialServices
HighTechHighTech
Insurance& Health
Insurance& Health
LifeSciences
LifeSciences
Public SectorPublic Sector
Other Operational & Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
SalesService &Contact Center
MarketingOrder
Management& Fulfillment
Supply Chain
FinancialsHuman
Resources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer & ProductProfitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation
Hot-Pluggable With Existing IT Investments
OracleKerberosiPlanetMSFT ADNovellCustom Others ..
Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..
Any JSR 168 Portal Oracle Data Mining, SPSS, SAS
Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..
Excel, Outlook,Lotus Notes ..
Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, TextOthers ..
Portals Data Mining Applications Desktop Tools
Security Data Access Data Integration
Search
Pervasive Information Access Through a Unified BI Foundation
Ad-hoc Analysis
Interactive Dashboards
ProactiveDetectionand Alerts
MS Office& OutlookIntegration
Reporting & Publishing
Disconnected& MobileAnalytics
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Integrated Security, User Management, Personalization
Intelligent Request Generation and Optimized Data Access Services
OLAP
Common Enterprise Information Model
DesktopGadgets
Customer Benefits
• Faster Close & Financial Planning Cycles• Improve Confidence and Predictability• Aligns Decisions with Strategic Goals• Compare Operational Results to Plans in Real Time• Drive Insight to Action • With Lower Cost & Less Complexity
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Hyperion/Oracle Product Integration Strategy
Product Integration Milestones
1 Align and Certify
2 Unify and Integrate
3 Extend and Evolve
Product Integration Milestones
• Align browser, JDK, OS, Processor Coverage• Align Language Support & Internationalization• Align Security & 802.11 Compliance• Certify with 11gR1 Database• Certify with 10gR3 Fusion Middleware• Align License Keys to Oracle Practices• Re-brand GUI and Documentation
1 Align and Certify
Product Integration Milestones
• Common User Interface & Workspace• Common Identity Management• Common Application Server• Common Data Integration• Common Data Access & Search• Interoperability across BI Foundation• Integrated Access to Applications
2 Unify and Integrate
Product Integration Milestones
• Evolve Enterprise Information Model to support Financial Performance Management Applications
• Semantic layer calculation extensibility• Extend integration between Hyperion Planning
and Oracle Operational BI Applications
3 Extend and Evolve
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Driving Customer Value
Financial Performance ManagementProduct Strategy
• Expand EPM System common components• Continue Hyperion application innovation• Lower TCO through better integration
• Oracle platform and applications• SAP R/3 and BW
• Introduce new packaged applications • Support and migrate existing Oracle and
PeopleSoft customers
Financial Performance Management Applications
Operational BI Applications
Web Office Desktop Mobile Embedded
Business Intelligence Foundation
EPM Workspace Integrates Management Processes into a Common Environment
• Single sign on
• Planning and HFM process integration
• User interface filtered by security
• Tabbed view of content
• One place for applications, reporting and
administrative content
EPM Architect Unifies Application Creation and Deployment
Dimension LibraryCommon, extensible
components
Dimension MappingLink Applications
Data SynchronizerProcess Synchronizations
Application LibraryOne Control Center
Hyperion Financial Management
• Simple to Customize• Easy to Integrate• Financial Data Quality• Complete Audit Trails• Flexible Workflow• Powerful Reporting• Finance owned & operated#1
Financial Consolidation, Reporting &
Analysis
• Confidence in the numbers• Reduce cycle time• Automate collection & validation• Lower cost of compliance• Speed and agility
BENEFITS
FEATURES
Improve Finance Productivity and Shorten SEC Filing Process with XBRL Hyperion Financial Management 9.3.1
• Capabilities• Support for XBRL 2.1
Specifications
• Support for schema, context and units
• Define any text in report as XBRL fact
• Benefits• Improves transparency
• Eliminates rework and potential for errors
• Compliance with SEC Voluntary Filing
Hyperion
Financial
Management
HyperionFinancial
Data QualityManagement
XBRL/SECFinancial and Mgmt.
Reporting
ERP: Oracle, SAP,
Legacy, Other
Infrastructure Services
TaxFiling
Oracle GRC Manager
Reconciliations
CFO Dashboard
TaxCalculations
Transactions
Oracle/Hyperion
CFO
CIO
Reporting
Application Configuration Controls Application Access Controls
Integrated Governance Risk and Compliance
Partner
Roadmap Focus on EPM System, ERP Integration and Scalability
• Hyperion Financial Management – System 9• EPM Architect Enhancements
• Common Calc Manager
• Lifecycle Management
• Delegated User Management & Admin
• 64 Bit Platform Support
• Reporting Accelerator
• Oracle Platform Integration• Identity Management, Portal, BI Tools
• Drill-back to transactional systems
• Integration with Oracle GRC offerings
Hyperion Planning
• Strategic Planning• Modeling & Simulation• What-if Analysis• Excel Integration• Enterprise Collaboration• Native Reporting & Analysis#1
Planning & Budgeting
Applications
• Speed • Accuracy• Align finance and operations• Accountability• Visibility to past, current and
future business performance
BENEFITS
FEATURES
Capital Expense Planning ApplicationNew with Planning 9.3
• Packaged application• Plan for asset
purchases and asset related expenses
• Transfer, retire, and improve assets
• Directly linked to main plan
• Interfaces with external systems
Integrated Business Planning Topology
Application Foundation
Analysis and Reporting
Goal Setting
Financial Modeling
Financial Planning & Budgeting
Strategic Operational Planning
Functional Operational Planning
Functional Execution
Business goals
Long Range Targets
Annual Targets
Operational Policies
Execution PlanExecution Status
Baseline Plans
Aligned Plans
Integrated Business Plan
Metrics and Scorecards
Interlace Dynamic Planning Server
Change Based Modeling Engine
ImpactAnalyzer
ScenarioManager
FederatedModeling
ModelDesigner
Application and Process Layers
Strategic Operational Planning Server
Planning, Analysis and Reporting
Relational Databases (Oracle 9i and 10g, SQL Server)
• Review exception messages
• Analyze the plan
• Change assumptions
• Evaluate Scenarios
• Approve Changes
• Update Plan of Record
• J2EE based technology
• Data and User driven modeling
• Intelligent Scoping for Recalculation
Planning Roadmap Focuses on EPM System Components and New Planning Modules
• Hyperion Planning – System 9• EPM Architect Enhancements
• Common Calc Manager
• Lifecycle Management
• Planning for Banking
• Delegated User Management & Admin
• Hyperion Strategic Finance – System 9• Smart View Integration Strategic Finance, Performance Scorecard• Integration with Crystal Ball
• Oracle Platform Integration• Identity Management, Portal, BI Tools
• Integration with operational planning modules
Hyperion Profitability Management
• What it does: • Cost, revenue & profit reporting and analysis• Cost management: ABC, Traceability Maps• Profitability by product, customer, region, channel, brand etc• Customer segment analysis, Customer cost-to-serve• Profitability planning and resource optimization
• What’s in it: • Allocation Engine for Costs and Revenues (new)• Traceability Map (new)• System 9 Technology (Essbase, Relational Store)• Web Analysis, Financial Reporting & Visual Explorer• Pre-defined “templates” for reports/vertical content
NewApplication,
Coming Soon
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Oracle BI Foundation
Business Intelligence FoundationProduct Strategy
• Comprehensive BI Foundation• Common technology for EPM, BI Applications and Data Warehousing
• Single, integrated platform architecture
• Unified enterprise information model
• Pervasive Information Delivery Layer• Common workspace
• All styles of reporting and analysis
• Range of real-time and event-based capabilities
• Hot-Pluggable with Existing IT Investments• Transaction systems
• Database
• Middleware Financial Performance Management Applications
Operational BI Applications
Web Office Desktop Mobile Embedded
Financial Performance Management Applications
Operational BI Applications
Web Office Desktop Mobile Embedded
Business Intelligence Foundation
Oracle BI Suite Enterprise Edition PlusPervasive Information Delivery
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Financial Performance Management Applications
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial ReportingBI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
Richest Business
User Experience
• Superior Tools for the Business User
• Broadest Analytic functionality
• “Speed of Thought” response
Most Highly Advanced
Calculation Engine
Best Custom Analytic
Environment
• Superior Calculation Power
• Comprehensive library of functions
• Extensive Financial and Time Intelligence
• Optimized Storage
• Enterprise scale Forward Looking applications
• Premium Performance
Essbase is a Core to Oracle’s BI Foundation
Near Real Time Essbase Cubes Hyperion Essbase 9.3.1
• Trickle Feed into a “persisted” ASO cube• Disk-based cubes• With any and all aggregations
• Cube is online through the process• Read & Write can co-exist with trickle feed
Complete Time FlexibilityHyperion Essbase 9.3.1
• Supports Any Calendar• Gregorian• Retail• Manufacturing• Promotion
• Fiscal Year Support• Time intelligent functions• A variety of time periods:
Day, Week, Month, Quarter
• Years viewed as 12 months or 13 periods
Enhanced Hyperion Essbase Integration Hyperion Interactive Reporting 9.3.1
• Shared members
• Ragged hierarchies
• Attributes
• Server-side ranking, filtering and sorting
• Dynamic time series
• Advanced member selection
• Duplicate member names
EPM/BI Activities at Open World
• 180 sessions, 80 sessions in the Hyperion progam
• Key Customers: Alcoa, Verizon, BT, Cisco, Office Depot,
Toyota, Fifth Third Bank
• Hyperion Customer Welcome Reception
• Pre-marketing
• OOW Guide to EPM/BI Sessions
• 40 demo stations
• Customer Videos
Suggested Sessions – OpenWorld ‘07
Session # Title Speaker
SS291712 Introduction to Hyperion Financial Management
Dominick DiPaolo
Oracle
S291720 Enterprise Planning with Hyperion Planning and Strategic Finance
Ivo Bauermann
Oracle
S291730 Introduction to Hyperion Profitability Mgmt
Don Bean, John O’Rourke Oracle
S291708 Oracle’s Roadmap for Hyperion EPM Products
Srikant Gokulnatha Oracle
S293041 Customer Panel: EPM at Work
Verizon, BT Group, Alcoa and others
S292739 Implementing BI and EPM BT Group plc
S292741 Best Practices in EPM Symantec
S293042 Improving the Quality of Information
Dell/Deloitte
Top 10 Reasons the Oracle Acquisition is Good for Hyperion Customers
10. Access to the industry’s most complete EPM system9. Continued/increased R&D on Hyperion products8. Extended support for Hyperion products7. Improved integration with Oracle platforms6. Improved integration with Oracle applications5. Hot-Pluggable with other environments – i.e. SAP4. Over 90% of Hyperion staff have been retained3. Attend Oracle OpenWorld - meet 40,000 new friends2. If red is your favorite color – you’ll love Oracle1. How else can you see Larry Ellison, Billy Joel, Stevie
Nicks and Lenny Kravitz all in one night!
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