What is Hyperion and Why What is Hyperion and Why

Should I Care?
Tim Tow, Oracle ACE Director, Applied OLAP, Inc o , O ac e C ecto , pp ed O , c
Edward Roske, Oracle ACE Director, interRel Consulting
Disclaimer
These slides represent the work and opinions of the
presenters and do not constitute official positions of
Oracle or any other organization.
This material has not been peer reviewed and is This material has not been peer reviewed and is
presented here with the permission of the presenter.
This material should not be reproduced without the
written permission of interRel Consulting or Applied
OLAP, Inc. OLAP, Inc.
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Who is interRel Consulting?
Full service Hyperion consulting
Architecture &Infrastructure Architecture & Infrastructure
Design & Implement
Tune & Optimize
P j t M t Project Management
Train
Support
Most experienced resources in the Hyperion
environment
90+% of our consultants are Hyperion
Certified Professionals including consultants
tifi d H i S l ti A hit t certified as Hyperion Solution Architect
Look Smarter Than You Are with Essbase
3 Essbase Books Available:
Complete Guide Complete Guide
System 9 Complete Guide
End User Guide
Find out more at
i t l www.interrel.com
Search lulu comfor Essbase to Search lulu.comfor Essbase to
see all 3 books
Copyright 2007, Hyperion. All rights reserved. 4
Who is Applied OLAP, Inc?
Software company
Sole focus on products that complement the Hyperion Sole focus on products that complement the Hyperion
product line
Agenda
What is Hyperion and Oracle Enterprise
Performance Management? g
What are the Hyperion Products?
Essbase
Hyperion Planning
Hyperion Financial Management
Hyperion Reporting Tools yp p g
What Problems Do Customers Solve with
Hyperion?
How will Hyperion integrate with
EBS/Peoplesoft/J DE customers?
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What is Hyperion?
Hyperion Created
Enterprise Performance Management
A set of processes that help organizations optimize their
business performance. It is a framework for organizing,
automating and analyzing business methodologies, metrics,
processes and systems that drive business performance.

Wikipedia
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How Is Hyperion Different from
EBS/Peoplesoft/J DE?
EBS / Peoplesoft / J DE are transactional systems
Transactional systems Transactional systems
Record business activities
Finance/accounting
HR
Operations
Manufacturing
Supply Chain
CRM CRM
Used to run the business
Gather data to report results
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How Is Hyperion Different from
EBS/Peoplesoft/J DE?
Hyperion is a Enterprise Performance
Management (EPM) system Management ( EPM ) system
EPM systems are used to proactively manage the
business
Tie operational reporting and analysis to financial plans and
reports
Provide insight into results Provide insight into results
Provide relevant, timely and actionable information for better
business decision making
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What are the Hyperion Products?
Oracle Hyperion Performance
Management Applications, Fusion
Edition
Oracles Business Intelligence
Foundation
Oracle Hyperion Planning,
Fusion Edition
OracleHyperion Workforce
Oracle Essbase
OracleEssbase Visual Explorer
Planning, Fusion Edition
OracleHyperion Capital Asset
Planning, Fusion Edition
Oracle Hyperion Financial
Reporting, Fusion Edition
OracleStrategic Operational
Planning, Fusion Edition
Oracle Hyperion Financial
M t F i Editi
Oracles Hyperion Web Analysis
Oracles Hyperion Interactive
Reporting
Management, Fusion Edition
OracleHyperion Financial Data
Quality Management, Fusion Edition
Reporting
Oracles Hyperion SQR
Production Reporting
OracleHyperion Performance Scorecard,
Fusion Edition
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Production Reporting
OracleFusion Middleware
OracleHyperion Data Relationship
Management Fusion Edition
Essbase
Essbase
Extended SpreadSheet dataBASE
Essbase is THE online analytical processing solution Essbase is THE online analytical processing solution
One of the top 10 technology innovations of the
decade
B d l ti f ti lit Broad analytic functionality
Drill, pivot, select, compare, rank, sort, filter, calculate,
annotate and write back
High-speed reporting of information
Speed of thought
Highly advanced calculation engine
Similar to calculations in Excel on steroids
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How Essbase Thinks
Multidimensional cubes
Dimensions Dimensions
Common grouping or hierarchy of master data
Organization
Product
Accounts
Multidimensional view
JAN
JAN
JAN
LA
SF
SALES
SALES
ACTUAL
ACTUAL
500
250
180
Multidimensional view
JAN
FEB
FEB
PHX
LA
SF
MARGIN
SALES
MARGIN
BUDGET
BUDGET
ACTUAL
180
300
400
WEST
L.A.
S.F.
PHX
Actuals Budget
Sales Margin Sales Margin
13
DEN
Flexible-Custom Dimensions
Dimensions are defined by the customer
How should Time Periods look?
When does the Fiscal Year begin?
How should the Product dimension look?
What slices of data do we need to view? What slices of data do we need to view?
FlexibleCustom Calcs & Business Rules
Similar to calculations in Excel on steroids
Aggregations
Allocations
Scenario planning
Automated business logic Automated business logic
Driver based logic
350 functions
Financial intelligence
Understands expense reporting for variances
Time intelligence Time intelligence
YTD
Aggregation over time (headcount) gg g ( )
Advantages of Hyperion Essbase
Flexible
Shared Shared
Secure
Fast Fast
Analytic capabilities drilling, swap rows and
columns and more columns, and more
Scalable
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Solves Analysis and Reporting Challenges
CUSTOMER CHALLENGES
RESULTS WITH ESSBASE
Fast Reporting and Analysis
Single Version of the Truth
Results Available Daily
Centrally Managed System Single Version of the Truth
Hard to Get Information
Hard to Know What to
A l
Centrally Managed System
Speed of Thought Ad-hoc
Users Explore Data
Analyze
Unmanageable SpreadMarts
ROI
p
SpreadMarts Unnecessary
More Productivity
7,000 Users in 2,500 Branches
U.S. Bank is the 6th largest commercial bank in the
United States. The company operates 2,522 banking p y p g
offices .
Before
Estimated 1,500 homegrown
After
Single, centrally managed
systems to manage branches
No daily branch reporting
No daily or weekly forecasting
system serving 7,000 users
Daily results available at 9:30
pm eastern same-day
No daily or weekly forecasting
No insight into details
Daily / weekly / monthly
forecasting built into a
consistent interface
Integrated drill-through to GL
(and invoice images)
Essbase Demo
A little less conversation,,
a little more action please.
- The Great Philosopher, Elvis Presley
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Hyperion Planning
Hyperion Planning
Improves Business
Predictability
Powerful workflow Powerful workflow
and process management
Intuitive interface
Robust data integration Robust data integration
Leverages Essbase
powerful reporting and
analysis analysis
Scalable web infrastructure
Special-purpose planning
d l f f t d l t modules for fast deployment
Replaces Oracle
Enterprise Planning and
B d ti Budgeting
Integrated Business Planning Framework
CORE FINANCIAL PLANS SPECIALIZEDMODULES OPERATIONAL PLANS
EPM Workspace
Income
Statement
Balance
Sheet
Cashflow
CORE FINANCIAL PLANS
Workforce
Planning
CapEx
Planning
SPECIALIZED MODULES
Sales
Planning
OPERATIONAL PLANS
Marketing
Planning
Projects
Planning
IT Planning
Essbase OLAP Server
Hyperion Planning Application
Data Warehouses Transactional Systems Performance Management Data Warehouses Transactional Systems Performance Management
Applications
Navigate and Enter Data in Planning
Workflow
Solves Planning and Forecasting Challenges
CUSTOMER CHALLENGES
RESULTS WITH PLANNING
Planning Cycle Time
Accuracy / Variance
50-82% Time Reduction
65-80% Improvement Accuracy / Variance
Excel Errors
Level of Plan Detail
65-80% Improvement
Replaced 6000+ Spreadsheets
700 Accounts; 60,000
E l
Finance Productivity
ROI
Employees
8 FTEs Transferred to Analysis
$1.5M Return on Investment
Better Planning at Radioshack
Radioshack is one of the nations most experienced
and trusted consumer electronics specialty retailers.
The company has a presence through almost 6,000 p y p g ,
company-operated stores and dealer outlets in the
United States, more than 150 RadioShack locations in
Mexico and nearly 800 wireless phone kiosks.
Before
Homegrown system
After
Lowered overall system
d i i t ti d i
Scalable to retail level only
Heavy administration
administration, reducing
headcount by 20%
Plan at store level
Rolling forecasts by store by
SKU which streamlined the
production and ordering process
maintaininginventory levels maintaining inventory levels
Integration with Planning and SAP at Freescale
Freescale used to be the semiconductor division of
Motoral until it was spun off into an independent p p
company with billions in revenue and plants worldwide.
Before
Complex, decentralized
After
Integrated data into Essbase
process
Lengthy forecasting cycle
Excel model issues
and Planning from PCA, CCA,
and BBB modules of SAP
Global planning across the
ld ith 20 i
Excel model issues
Integration with many data
sources
world with 20 currencies
Forecasting down to the part
level for business units
Utilize best practices in
budgeting
Budgeting in a Decentralized Environment at Rexel
Rexel is one of the largest lighting production
companies in the world. p
Before
Several company acquisitions
After
Decentralized budgets for the
b h l l
Needed a better grasp on
production numbers
Budget at the corporate level
branch level
Consolidated budget at the
corporate level
g
only
No additional overhead time
added to the process
Rolling forecasts for all
branches
Hyperion Financial Management
Hyperion Financial Management
Accelerates Reporting Cycles and
Reduces Costs of Compliance Reduces Costs of Compliance
Patented financial consolidation and reporting features
Complete audit trails, workflow and validations
Smart Dimensionality
Flexible what if scenario management features
Po erf l reporting and anal sis tools Powerful, reporting and analysis tools
Full integration with ERP and other transaction systems
Solves Global Financial Reporting Challenges
CUSTOMER CHALLENGES RESULTS WITH ORACLE
Complex Financial Closing
Inconsistent Account
5 Days; 585 Legal Entities; 45
BUs
10 Systems; Reduced by 50%
Structure
Financial Data Collection
Errors
Changing Disclosures
10 Systems; Reduced by 50%
26 Countries
Sustainable Reporting; 150
KPI
Changing Disclosures
Inefficient Filing Process
ROI
KPIs
17% Productivity Gain in 10-Qs
67% with 1.5 Year Payback y
First to Report on the Dow J ones
The worlds leading producer of primary aluminum with $23.5
billion in revenues with operations in 43 countries and 350 p
locations. Alcoa has over 131,000 employees.
Before
12+ days to close
After
5 days to close
Many analytical technologies
Complex reporting and
Global consolidation across 58
lines of business
forecasting processes
Hours to create reports
Global forecasting and reporting
solution for 1,000+ users
Minutes to access information Minutes to access information
End User Experience
Must Haves for End User Presentation
Consistent
Easy to use
Interactive
Flexible
Fast
Seamless
Efficient Efficient
Thin client / Microsoft Office integration
Minimal training required Minimal training required
Reporting & Analysis Needs
Ad-hoc Querying
Easy to use ad-hoc capabilities drag and drop, drill, pivot,
filt filter
Advanced analytic capabilities like traffic lighting, filtering, etc.
Dashboards Dashboards
Present key information in dashboard format, including key
metrics and graphs
Drill / link capabilities to additional detail and information Drill / link capabilities to additional detail and information
Standard Reports
Formatted printable reports Formatted, printable reports
Dynamic reports based on end user selections
Integration with Microsoft Office
Ad-hoc / Dashboards
Interactive Reporting
Ad-hoc
Relational queries Relational queries
Dashboards
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Ad-hoc / Dashboards
Web Analysis
Ad-hoc
Dashboards Dashboards
Better Essbase
support
Analysis focused Analysis focused
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Standardized Reports
Financial Reporting
Highly formatted financial
d ti t f and operating reports from
Essbase / Planning / HFM
Creates report books and
batches
Integrated Scheduler
38
Standard Reports
Production Reporting
High volume, enterprise-wide production reports from relational sources
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Integration with Microsoft Office
Smartview
Add-in for Microsoft Office to access Hyperion and OBIEE products
Office products Office products
Excel
Word
PowerPoint
Outlook
Hyperion products yp p
Essbase
Planning
HFM HFM
Reporting tools
OBIEE layer as well
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Solves Reporting, Dashboarding, and Analysis
Challenges
CUSTOMER CHALLENGES RESULTS WITH ORACLE
Multi-source reporting
Too many reporting tools
All data sources in one
interface
Single Unified interface end
Too many reporting tools
Training required
Desktop clients
g
users
Windows-like environment
Thin client, web enabled
p
Spreadsheet mania
Thin client, web enabled
Dynamic reporting
Performance Reporting at USA Drug
USA Drug is a family-owned retail drug store chain and
distributor with an extensive controlled label line of
merchandise. USA Drug implemented a Performance Reporting
applicationfor upper management district managers and store
Before
After
application for upper management, district managers, and store
managers in Web Analysis.
Before
SpreadMart of hundreds of
spreadsheets
After
Twenty dynamic Web Analysis
documents
Inconsistent models
Intensive report distribution
Easy-to-use dashboards
Significantly reduced hours required
to create, maintain, and distribute
process
Distributed security
environment
reports
Central repository for metrics, data,
business rules security
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environment
Heavy maintenance
business rules, security
Wow factor
ERP Integration
ERP Integration
Oracle is developing out of the box integration to
better serve customers who have Oracle GL
applications and EPM applications
Planned for CY2008
Provides a business user friendly mapping UI to integrate Provides a business user friendly mapping UI to integrate
Metadata and Data from Oracle Financials to the Hyperion EPM
products
Prebuilt E-Business Suite mapping Prebuilt E Business Suite mapping
Drill-back from EPM Applications to source general ledger
Current plan is to integrate to EBS 11, then EBS 12 and then
PeopleSoft and J DEdwards PeopleSoft and J DEdwards
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In Summary
Proven integration between ERPs and the
Hyperion suite
Hyperion fills in the Enterprise Performance
Management / Business Intelligence Gaps
Reporting, Dashboards, and Advanced Analytics
Supports all user communities from the experienced to the novice
User community workspace / personalization y p p
Oracle is working to make integration very easy
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Thank you!! Thank you!!
Free webcasts Thursday, 11am PST
(i f @i t l ) (info@interrel.com)
EdwardRoske interRel Consulting: eroske@interrel com Edward Roske, interRel Consulting: eroske@interrel.com
Tim Tow, Applied OLAP: timtow@appliedolap.com
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