Oracle EPM RoadMap

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Oracles EPM Product Strategy & Roadmap

John Kopcke
SVP, Enterprise Performance Management GBU
Whats New?
New EPM Vision: Extending Operational Excellence

to Management Excellence
Oracle Enterprise Performance Management System,
Fusion Edition V11.1.1
Major milestone in the integration of Hyperion
products with Oracles BI foundation, Fusion
Middleware, and ERP applications.
Strategic, leading EPM products for Oracle ERP
customers today, and for the future
Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only
Oracle Fusion editions of Oracle's Hyperion performance

management products are currently available only on Microsoft
Windows server platforms. 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,
functionality or platforms, and should not be relied upon in
making purchasing decisions. The development, release, and
timing of any features, functionality or platforms described for
Oracles products remains at the sole discretion of Oracle.
Oracle may not release the functionality or products discussed
on any additional platforms in the future.
Agenda
EPM Drives Management Excellence

Oracle EPM System
New Features and Modules
How to Learn More at OpenWorld
Summary and Questions
Management Excellence:
The Next Competitive Edge
Competitive
Advantage
MANAGEMENT EXCELLENCE
OPERATIONAL EXCELLENCE
Time
Hackett Value Grid the Foundation for How

Hackett Defines World-Class Performance
Hackett Value Grid (Finance example)
EFFECTIVENESS
EFFICIENCY
Industry relative total

excess return
Operating profit volatility
Cost of capital
Days sales outstanding
Days payables
outstanding
Days Inventory on-hand
Quality metrics
Accuracy of forecasts
and analysis
Functional role in
strategic decision making
Percent of time analytic
focus in on proactive
decision making
Overall function cost as a %

of revenue
Process cost as a %
of revenue
Technology cost per
function FTE
Staffing levels by process
Cycle times and iterations
Unit cost of transactions
Utilization of self-service
for inquiry
Application complexity
Automation of transactions
Reliance on spreadsheets
Percent of business reports
distributed electronically
Source: CFO Challenges and Opportunities in the Flat World, Hackett Group, November 2007
World Class Finance Organizations Out Perform

Peers in Both Effectiveness and Efficiency
Finance cost is 50.8%
lower than peer
Require 54.2% fewer
FTEs
Spend 40.0% less time
collecting and
compiling versus
analyzing data
Have 65.7% fewer
errors in customer
invoices
Have DSO that is 21.2
days shorter
Operates with 44%

fewer compliance staff
and with 47% lower
audit fees
Source: CFO Challenges and Opportunities in the Flat World, Hackett Group, November 2007
ERP Has Leveled the Playing Field

Creating Operational Efficiencies
Firm Infrastructure
Invest to Retire
Human Resource Management

Technology Development
Develop to Procurement
Release
Procure to Pay
Inbound
Logistics
Operations
Outbound
Marketing &
Logistics Order toSales
Cash
Source to Procure
Based on Michael E. Porters Value Chain
Service
Pillars to Achieving Management Excellence
SMART
Rationalize Your
Management Systems
AGILE
Integrate Management Systems

with Operational Systems
ALIGNED
Share Insights Across the

Extended Enterprise
Oracles Framework for Achieving

Management Excellence
10
Management Excellence Delivered
11
Oracles EPMS Integrates Key Management

Processes
EXTERNAL
REPORTING
STRATEGIC & FINANCIAL MODELING
PREDICTIVE MODELING
INTEGRATED BUSINESS PLANNING
PROFITABILITY & COST MANAGEMENT
CROSS FUNCTIONAL BI APPLICATIONS
MONITORING, ANALYSIS
FINANCIAL
REPORTING
BI REPORTING TOOLS & APPLICATIONS
OLAP
DATA QUALITY, DATA INTEGRATION & MASTER DATA
APPLICATION & METADATA MANAGEMENT
Introducing
Oracle EPM System
Driving Management Excellence
Oracles Enterprise Performance Management

System
EPM Workspace
Performance Management
Applications
BIBIApplications
Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
OLAP
SAP, Oracle, Siebel,

PeopleSoft, Custom
Excel
XML
Business
Process
Oracle EPM System, Fusion Edition V11.1.1

SMART:
Market-Leading Products
and Technology
AGILE:
Advanced Integration
Improves Agility and
Lowers TCO
ALIGNED:
Pervasive Intelligence
Across the Enterprise
Address enterprise-wide requirements with scalable BI foundation

and powerful BI tools
Use and extend best practice applications for financial and
operational analytics
Gain new insights through advanced visualization and predictive
analytics
Simplify deployments with common user interface and application

foundation
Improve operational performance by linking analytics to transactional
systems
Leverage existing IT investments through Fusion Middleware and

Service Oriented Architecture (SOA)
Support strategic, financial and operational management processes

Strategically allocate resources with new Profitability & Cost
Management application
Leverage common master data across analytical and operational
systems
Pervasive Information Access

Through Common Delivery Layer
EPM WORKSPACE
Desktop
Web
Search
Applications
Alerts
Office
Mobile
BIBIApplications
Applications
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
OLAP

PeopleSoft, Custom
Excel
XML
Business
Process
One Window, not Multiple

Oracle EPM Workspace
Self-service
Personalization
Contextual navigation
OBIEE and BI Publisher
integration
WebCenter integration
Spans all solutions in
the Oracle EPM System
17
Unified Microsoft Office Interface

Smart View for Office
Adhoc Reporting
Stylized Output:
Formats
Tables
Charts
Formulae
Data Entry and

Apps Processing
Word and PPT
Now works with
OBIEE as source
Unified Desktop Gadgets

Oracle Smart Space
New OBIEE and BI
Publisher Integration
Hyperion Reporting and
Analysis Support
Enhanced Client UI and
Collaborator
New Gadgets
Essbase Calculation
Essbase Dataload
Global Gadgets
Pluggable Services
Architecture
Common Foundation Services

Common User
Provisioning
Common Application
Administration
New Common
Calculation Manager
New - Common
Installation and
Configuration
New - Common Lifecycle
Management
Highly Scalable BI Foundation

Providing Insights Across the Enterprise
EPM Workspace
Applications
BI Applications
BUSINESS INTELLIGENCE FOUNDATION

Common Enterprise Information Model
BI Server
Essbase
Predictive Analytics
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
OLAP

PeopleSoft, Custom
Excel
XML
Business
Process
Unifying BI Foundation with

Bi-Directional Integration
Essbase as a Source
Ad hoc
Analysis
Interactive Reporting &

Dashboards Publishing
Proactive
Detection
and Alerts
Essbase as a Target
MS Office
& Outlook
Essbase
Essbase
Studio
BI Server
BI Server
OLTP & ODS

Files
Systems Data Warehouse Excel
Data Mart
XML
+
Essbase
OLTP & ODS

Systems
Data Warehouse
Data Mart
Files Excel
XML
Oracle Essbase Studio Single Design

Environment
Unifies modeling of many sources
Structured relational
Unstructured relational
Flat files, XML files
EPM Architect Dimensions
OBIEE
Enables reuse at a granular level
Reuse of hierarchies, metrics, cube schemas
Lineage tracking
Drill anywhere
Relational
OBIEE, BI+ repository
URL, FDM
Essbase, Java method
23
Copyright
2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only
General Essbase Enhancements

Optimized Multi-Dimensional Calculation Engine
Varying attributes
Month
April
May
June
July
August
Sales
6000
2000
1000
1000
7000
Representative
Jones
Jones
Smith
Smith
Smith
Varying attribute: Associated with Product dimension, varies with independent dimension (Time)
Text and dates can now be treated as measures in

multidimensional reporting.
Qualitative values, such as satisfied, can be directly aggregated.
The Power of Aggregate Storage Streams

Trickle-feed into a persisted Essbase cube
Disk-based
With any and all aggregations
Essbase is online through the trickle-feed process

Read & Write co-exists with trickle-feed
Oracle Hyperion Financial Reporting

New Annotations & Threaded Dialogs
Market-Leading Packaged Applications

Financial and Operational
EPM Workspace
Applications
BI APPLICATIONS
Sales
Service
Contact Center Procurement & Spend Finance

Marketing
Supply Chain & Order Mgmt HR
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
OLAP

PeopleSoft, Custom
Excel
XML
Business
Process
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Auto
Comms
& Media
Complex
Mfg
Consumer
Sector
Energy
Financial
Services
High
Tech
Insurance
& Health
Life
Sciences
Public
Sector
Travel
& Trans
Sales
Service &
Contact
Center
Marketing
Procurement
& Spend
Supply Chain
& Order
Management
Financials
Human
Resources
Pipeline
Analysis
Service
Effectiveness
Campaign
Effectiveness
Direct / Indirect
Spend
Revenue and
Backlog
General
Ledger
Employee
Productivity
Forecast
Accuracy
Customer
Satisfaction
Customer
Insight
Buyer
Productivity
Inventory
Accounts
Receivable
Compensation
Sales Team
Effectiveness
Resolution
Rates
Product
Propensity
Off Contract
Purchases
Fulfillment
Status
Accounts
Payable
Compliance
Reporting
Up-sell/
Cross-sell
Service Rep
Efficiency
Loyalty &
Attrition
Supplier
Performance
Customer
Status
Cash Flow
Workforce
Profile
Cycle Times
Service Cost
Market Basket
Analysis
Purchase
Cycle Time
Order
Cycle Time
Profitability
Retention
Analysis
Lead
Conversion
Churn &
Service Trends
Campaign
ROI
Employee
Expenses
BOM
Analysis
Expense
Management
Return on
Human Capital
and Other Operational

& Analytic Sources
Source adapters:
Oracle BI Suite Enterprise Edition Plus
Comprehensive Content Across Applications

Oracle BI Applications
Support for PeopleSoft 8.9/9.0
HR and Financials
New Procurement and Spend
Analytics
Oracle EBS R12
PeopleSoft Financials 8.4, 8.8,
8.9, 9.0
PeopleSoft HR 8.9, 9.0
Siebel 8.0, 8.1
By the Numbers
Applications
Dashboards
35
Reports
973
Metrics
3,021
Immediate Value. Lower TCO. Built-in Best Practices.
Market-Leading Packaged Applications

Financial and Operational
EPM Workspace
PERFORMANCE MANAGEMENT APPLICATIONS
Financial
Strategy
Business
Profitability
Reporting &
Applications
Management Planning
Management
BI Applications
Compliance
Fusion Middleware
OLTP & ODS

Systems
Data Warehouse
Data Mart
OLAP

PeopleSoft, Custom
Excel
XML
Business
Process
User-Driven Enhancements
to Market Leading Applications
Hyperion Financial Management
New Equity Pickup Module

Enhanced Intercompany Processing
BI Publisher Integration for System Reporting
Oracle Data Integrator Support
Drill-Through to Oracle EBS
Hyperion Planning
Ad-hoc Analysis in Smart View

Document Attachments
Oracle Data Integrator Support
Drill-Through to Oracle EBS
Hyperion Strategic Finance (CY2008)

Support for Financial Data Quality Mgmt
Automated Export to Essbase
Integration with Oracle Crystal Ball
#1
Financial
Consolidation,
Reporting and
Analysis
#1
Planning and
Budgeting
New Predictive Planning Capability

Integration of Crystal Ball with Planning
Monte Carlo simulations

Assign probability distributions to
uncertain assumptions
Run thousands of simulations
Analyze range of outcomes and
probabilities
Assess model sensitivities
Hyperion Financial Data Quality Management
SOURCE
SYSTEMS
GUIDED WORKFLOW USER INTERFACE

DATA
PREPARATION
SERVER
Excel
Flat files
ODBC
GL/ERP
Oracle EBS
Data cleansing
and transformation
Task scheduling
Text and document
archive
Audit review
Data staging
EPM
Adapters
Prepackaged integration
Data loading including
supplemental data, line
item detail
Dimensional mapping
verification
Process management
EPM
SYSTEM
COMPONENTS
Hyperion Financial
Management
Hyperion Planning
Hyperion Essbase
Hyperion
Enterprise
Data Marts
Drill-through to General Ledger

Insight into Action in a Single System
Hyperion Financial Management
Hyperion Planning
Hyperion FDM
Oracle EBS R11
Oracle Account Analysis

and Drill-Down for both
Actual and Budget
Oracle Hyperion Profitability and Cost Management

Provide Actionable Insights into Costs and Profitability
A packaged application that drives

business performance by:
Discovering drivers of cost and profitability
Empowering users with visibility and
flexibility
Improving resource alignment
Leverages the power of Essbase

Designed for the business user
Leverages existing IT investments
Leveraging Fusion Middleware to Lower TCO
EPM Workspace
Applications
BI Applications

FUSION MIDDLEWARE
SOA
OLTP & ODS

Systems
Data
Quality
Data
Integration
Data Warehouse
Data Mart
MDM
OLAP
Identity
Management
Content
Management

PeopleSoft, Custom
Excel
XML
Business Process
Management
Business
Process
Integration with Oracle Fusion Middleware

SOA Suite
BPEL Integration
Application Server
Deployment to 10gR3
Enterprise Management
System Installer
Oracle Patch Installer
Lifecycle Management
Identity Management
Oracle Internet Directory

Oracle Virtual Directory
Oracle Identity Manager
Oracle SSO For Workspace
Data Integration
Oracle Data Integrator
Leveraging Common Master Data

Across the Enterprise
Data Governance & Compliance
Operational
Systems
Analytical
MDM Apps
Operational MDM Apps
Siebel
Analytical
Financial
Product
Supplier
DW
Customer
EBS
External
Apps
BI &Datamarts
Planning
SAP
Custom Apps
Analytical
Systems
Oracle
Customer Hub
Oracle
Product Hub
Oracle Hyperion Data

Relationship
Management
Application Integration Architecture
Financial
Consolidation
Budgeting
Oracle Fusion Middleware
38
Oracle Hyperion Data Relationship Management

New Features
Process Management and Workflow
Integration (including Oracle BPEL)
Metadata Lifecycle Management
Packaged Application Templates
Best practice, pre-packaged metadata
configurations HFM, Planning,
Essbase
Customer Benefits and Value

Streamlined governance of master data
changes
Improved system management and
lower TCO
Easier, reusable integrations with
connected systems
Oracle EPM System

Driving Management Excellence
SMART
Market-leading Products and

Technology
AGILE
Advanced Integration Improves

Agility and Lowers Cost of
Ownership
ALIGNED
Pervasive Intelligence Across

the Enterprise
Further Reading
http://www.oracle.com/epm
Management Excellence White Papers:
How Tomorrow's Leaders Will Get Ahead
Coming Soon
The Metrics Reloaded
From Strategy to Success
Techniques and Technologies
Profit Online Podcast

Beyond Competitive Advantage:
EPM and Management Excellence
Publications
Journal of Management Excellence,
Issue 1 and 2
EPM and BI at OpenWorld 2008

Over 100 BI/EPM/Hyperion sessions
30 Demo Pods for BI/EPM/Hyperion
Applications Lounge Meet the
Experts Sessions
Hands On Labs for Essbase and
Oracle BI Enterprise Edition
EPM Customer Reception
Key EPM/BI Sessions OpenWorld 08

Session #
Title
Speaker
S299581
Monday 1:00PM
Oracle Business BI
Roadmap and Strategy
Paul Rodwick - Oracle
S298673
Monday 4:00PM
Optimizing Management
Processes with EPM
Thomas Oestreich Oracle
S298674
Tuesday 9:00AM
Performance Leadership,
Frank Buytendijk - Oracle
The Next Level of
S298636
Tuesday 5:00PM
Oracles Roadmap for

Hyperion EPM Products
Rich Clayton, Bill Guilmart

- Oracle
S298672
Thursday 9:00AM
Customer Panel: Accor

Group, France Telecom,
and Schneider Electronics
Gauthier Vasseur Oracle

Moderator
S301316
Thursday 9:00AM
Building a Sustainable
Business: A Contrarian
View
Frank Buytendijk Oracle

Green Room
Meet the Experts

Applications Lounge - Moscone West - 2nd floor
Monday September 22 - 2:00 p.m. 4:00 p.m. Essbase
Tuesday September 23 - 12:30 p.m. 2:30 p.m. HFM / FDM
Wednesday September 24 - 12:00 p.m. 2:00 p.m. Planning
Thursday September 25 - 9:00 a.m. 11:00 a.m. Common EPM
Technologies (Workspace, Smart View, DRM, etc.)
45
46

Oracle EPM RoadMap

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Oracles EPM Product Strategy & Roadmap

New EPM Vision: Extending Operational Excellence

Oracle Fusion editions of Oracle's Hyperion performance

EPM Drives Management Excellence

Hackett Value Grid the Foundation for How

Industry relative total

Overall function cost as a %

World Class Finance Organizations Out Perform

Operates with 44%

ERP Has Leveled the Playing Field

Human Resource Management

Pillars to Achieving Management Excellence

Integrate Management Systems

Share Insights Across the

Oracles Framework for Achieving

Management Excellence Delivered

Oracles EPMS Integrates Key Management

Oracles Enterprise Performance Management

Business Intelligence Foundation

OLTP & ODS

SAP, Oracle, Siebel,

Oracle EPM System, Fusion Edition V11.1.1

Address enterprise-wide requirements with scalable BI foundation

Simplify deployments with common user interface and application

Leverage existing IT investments through Fusion Middleware and

Support strategic, financial and operational management processes

Pervasive Information Access

Business Intelligence Foundation

OLTP & ODS

SAP, Oracle, Siebel,

One Window, not Multiple

Unified Microsoft Office Interface

Data Entry and

Unified Desktop Gadgets

Common Foundation Services

Highly Scalable BI Foundation

BUSINESS INTELLIGENCE FOUNDATION

OLTP & ODS

SAP, Oracle, Siebel,

Unifying BI Foundation with

Interactive Reporting &

Common Enterprise Information Model

Common Enterprise Information Model

OLTP & ODS

OLTP & ODS

Oracle Essbase Studio Single Design

Enables reuse at a granular level

Reuse of hierarchies, metrics, cube schemas

General Essbase Enhancements

Text and dates can now be treated as measures in

The Power of Aggregate Storage Streams

Essbase is online through the trickle-feed process

Oracle Hyperion Financial Reporting

Market-Leading Packaged Applications

Contact Center Procurement & Spend Finance

Supply Chain & Order Mgmt HR

Business Intelligence Foundation

OLTP & ODS

SAP, Oracle, Siebel,

and Other Operational

Comprehensive Content Across Applications

Immediate Value. Lower TCO. Built-in Best Practices.

Market-Leading Packaged Applications