Wishtree Technologies

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Oracle’s EPM System and Strategy

 Agenda

• Oracle’s EPM System Vision

• Oracle/Hyperion Product Integration Strategy
• Driving Customer Value
• Summary and Questions
Enterprise Performance Management
Market Drivers

Alignment

Predictability

Consistency

Transparency

Immediacy
 Business Intelligence
Customer 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 Set
Goals
management processes Align Plan
• Monitor execution in real-time Insight
Performance

• Deliver consistent, reliable Report

Action

Monitor
insights to drive action
Analyze
• Lower costs and reduce
system complexity
• Single version of the truth
 Introducing: Oracle’s Enterprise
Performance Management System

Embedded in
Web Office Desktop Mobile
Applications

Performance Management BI
Applications Applications

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Data Warehouse SAP, Oracle, Siebel, Excel Business
Systems Data Mart OLAP PeopleSoft, Custom XML Process
 Market-leading Suite of Finance and Strategy
Performance Management Applications
Strategic Planning Planning and Budgeting
Set Strategic Cascade Targets
Objectives

Treasury Long-Term Detailed

Strategies Planning Forecasting
Budgeting

Corporate Allocate
Development Resources

Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals

Cost and Profitability Management

Financial Close Process
Define Costing
Methods

Internal External Report & Define Cost

Data
Consolidate Reporting & Reporting & Analyze Drivers
Cleansing
Analysis Compliance
Perform
Allocations
 Most Complete Suite of BI Applications

Comms Complex Consumer Financial High Insurance Life Public Travel

Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans

Service & Order

Supply Human
Sales Contact Marketing Management Financials
& Fulfillment
Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis

Procurement Customer
Sales Team Resolution Product Cycle Time & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting

Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile

Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends

Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital

Other Operational
Prebuilt adapters: & Analytic Sources

Oracle BI Suite Enterprise Edition

 Hot-Pluggable With Existing IT
Investments
Portals Data Mining Applications Desktop Tools

Oracle Data Mining, Oracle EBS, Siebel, SAP, Excel, Outlook,

Any JSR 168 Portal
SPSS, SAS PeopleSoft, JD Edwards .. Lotus Notes ..

Oracle Enterprise Performance Management System

Oracle Business Intelligence Foundation

Security Data Access Data Integration

Oracle Oracle RDBMS
Oracle Data Integrator
Kerberos Oracle OLAP Option
(Sunopsis)
iPlanet Microsoft SQL Server &
Oracle Warehouse Builder
MSFT AD Analysis Services
Informatica
Novell IBM DB2
Ascential
Custom Teradata
Others ..
Others .. Essbase
SAP BW
XML, Excel, Text
Others ..
 Pervasive Information Access
Through a Unified BI Foundation

Desktop Ad-hoc Interactive Search Reporting & Proactive Disconnected MS Office

Gadgets Analysis Dashboards Publishing Detection & Mobile & Outlook
and Alerts Analytics Integration

Common Enterprise Information Model

Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine

Intelligent Request Generation and Optimized Data Access Services

OLTP & ODS Data Warehouse OLAP SAP, Oracle Files Business
Systems Data Mart PeopleSoft, Siebel, Excel Process
Custom Apps XML
 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 Management
Product 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
Web Office Desktop Mobile Embedded

Financial Performance Operational BI

Management Applications
Applications

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 Library Dimension Mapping

Common, extensible Link Applications
components

Data Synchronizer Application Library

Process Synchronizations One Control Center
Hyperion Financial Management
FEATURES

• Simple to Customize
• Easy to Integrate
• Financial Data Quality
• Complete Audit Trails
• Flexible Workflow
• Powerful Reporting
• Finance owned & operated
BENEFITS

• Confidence in the numbers

Financial • Reduce cycle time
Consolidation, • Automate collection & validation
Reporting & • Lower cost of compliance
Analysis • Speed and agility
 Improve Finance Productivity and
Shorten SEC Filing Process with XBRL
Hyperion Financial Management
• 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
 Integrated Governance Risk and Compliance

Transactions Reporting

CFO Dashboard CFO

Oracle GRC Manager

Application Configuration Controls Application Access Controls

Tax Tax
ERP: Hyperion
Hyperion Calculations Filing
Oracle, Financial
Financial
SAP, Financial and Mgmt.
Data Quality Management Reporting
XBRL/SEC
Legacy,
Management
Other Reconciliations

Infrastructure Services CIO

Oracle/Hyperion Partner
 Roadmap Focus on EPM System, ERP
Integration and Scalability
• Hyperion Financial Management –
• 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
FEATURES

• Strategic Planning
• Modeling & Simulation
• What-if Analysis
• Excel Integration
• Enterprise Collaboration
• Native Reporting & Analysis

BENEFITS

• Speed
• Accuracy
Planning &
• Align finance and operations
Budgeting
Applications • Accountability
• Visibility to past, current and
future business performance
 Capital Expense Planning Application
New with Planning

• 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

Analysis and Reporting

Goal Setting
Business goals Metrics and Scorecards

Financial Modeling
Integrated Business Plan
Long Range Targets

Financial Planning & Budgeting

Aligned Plans
Annual Targets
Strategic Operational Planning
Baseline Plans
Operational Policies

Functional Operational Planning

Execution Status
Execution Plan

Functional Execution

Application Foundation
 Interlace Dynamic Planning Server

Planning, Analysis and Reporting • Review exception messages

• Analyze the plan
• Change assumptions
Strategic Operational Planning Server • Evaluate Scenarios
• Approve Changes
Application and Process Layers
• Update Plan of Record
Impact Scenario Federated Model
Analyzer Manager Modeling Designer

• J2EE based technology

Change Based Modeling Engine
• Data and User driven modeling
• Intelligent Scoping for Recalculation

Relational Databases (Oracle 9i and 10g, SQL Server)

 Planning Roadmap Focuses on EPM System
Components and New Planning Modules
• Hyperion Planning –
• EPM Architect Enhancements
• Common Calc Manager
• Lifecycle Management
• Planning for Banking
• Delegated User Management & Admin
• Hyperion Strategic Finance –
• 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
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Oracle BI Foundation
 Business Intelligence Foundation
Product 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 Web Office Desktop Mobile Embedded

• Middleware Financial Performance

Management
Operational BI
Applications
Applications

Business Intelligence Foundation

 Oracle BI Suite Enterprise Edition Plus
Pervasive Information Delivery

Interactive Ad hoc Proactive Microsoft Reporting & Publishing

Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis

Common Enterprise Information Model

Oracle BI Server

Set
Goals
Align Plan
Insight
Performance
Action
Report Monitor

Analyze

Data SAP, Oracle Files Financial

OLTP & ODS Warehouse PeopleSoft, Siebel, Excel Business Performance Hyperion
Systems Data Mart Custom Apps XML Process Management Essbase
Applications
Essbase is a Core to Oracle’s BI Foundation

Richest • Superior Tools for the Business User

Business • Broadest Analytic functionality
User
• “Speed of Thought” response
Experience

Most Highly • Superior Calculation Power

Advanced
• Comprehensive library of functions
Calculation
• Extensive Financial and Time Intelligence
Engine

Best Custom • Optimized Storage

Analytic • Enterprise scale Forward Looking applications
Environment • Premium Performance
 Near Real Time Essbase Cubes
Hyperion Essbase
• 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 Flexibility
Hyperion Essbase
• 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

• Shared members
• Ragged hierarchies
• Attributes
• Server-side ranking,
filtering and sorting
• Dynamic time series
• Advanced member
selection
• Duplicate member
names
Wishtree Technologies

education@wishtreetech.com