Oracle EPM Overview by Wishtree

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									Wishtree Technologies

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                Oracle’s EPM System and Strategy

•   Oracle’s EPM System Vision
•   Oracle/Hyperion Product Integration Strategy
•   Driving Customer Value
•   Summary and Questions
Enterprise Performance Management
Market Drivers





    Business Intelligence
    Customer Challenges

•   Siloed
•   Fragmented
•   Inconsistent
•   Restricted
•   Unintuitive

                          Hasn’t the promise of BI
                          been there for the past
  Oracle’s EPM Vision

• Link strategic goals to
  operational decisions
• Transform financial                          Set
  management processes             Align                   Plan
• Monitor execution in real-time              Insight

• Deliver consistent, reliable     Report

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

                                                                Embedded in
     Web          Office         Desktop        Mobile

  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

  Treasury                                  Long-Term                                                      Detailed
  Strategies                                 Planning                  Forecasting

                       Corporate                                                           Allocate
                      Development                                                         Resources

                                                        Master Data
                                                    Business Rules
                                               Targets, Plans & Actuals

                                                                          Cost and Profitability Management
            Financial Close Process
                                                                                         Define Costing

                                Internal       External                  Report &                         Define Cost
               Consolidate    Reporting &     Reporting &                Analyze                            Drivers
                               Analysis       Compliance
     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
  Pipeline         Churn         Campaign            Order           Supplier         A/R & A/P           Employee
  Analysis       Propensity      Scorecard          Linearity       Performance       Analysis           Productivity
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
    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
            iPlanet                           Microsoft SQL Server &
                                                                               Oracle Warehouse Builder
            MSFT AD                           Analysis Services
            Novell                            IBM DB2
            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

                                               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

 Data Synchronizer          Application Library
Process Synchronizations     One Control Center
Hyperion Financial Management

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

                   •   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
   • 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
   SAP,                                            Financial and Mgmt.
                 Data Quality      Management           Reporting
   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

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


                    •   Speed
                    •   Accuracy
   Planning &
                    •   Align finance and operations
   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
                                                                              Operational BI

                                                      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

                                                                                 Align             Plan
                                                                                 Report          Monitor


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

  Richest     • Superior Tools for the Business User
  Business    • Broadest Analytic functionality
              • “Speed of Thought” response

Most Highly   • Superior Calculation Power
              • Comprehensive library of functions
              • Extensive Financial and Time Intelligence

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,
• 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
• Duplicate member
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