Post on 05-Apr-2018
7/31/2019 Hyperion - Oracle EPM Overveiw
1/49
EPM System Release 11.1.2
Tobin Gilman Sr. Director, Product MarketingThomas Kurian Executive Vice President, Product Development
April 2010
7/31/2019 Hyperion - Oracle EPM Overveiw
2/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
The following is intended to outline our general
product direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not be
relied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oraclesproducts remains at the sole discretion of Oracle.
7/31/2019 Hyperion - Oracle EPM Overveiw
3/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Agenda
Oracles EPM Vision
Whats New in EPM System Release 11.1.2 Customer and Partner Benefits
Summary and Questions
7/31/2019 Hyperion - Oracle EPM Overveiw
4/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracles EnterprisePerformance ManagementSystem and Vision
7/31/2019 Hyperion - Oracle EPM Overveiw
5/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Complete, Open, Integrated, Best of Breed
7/31/2019 Hyperion - Oracle EPM Overveiw
6/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Fusion MiddlewareComplete, Open, Integrated, Best-of-Breed
7/31/2019 Hyperion - Oracle EPM Overveiw
7/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
BI Applications
Financial Close &Reporting
ProfitabilityManagement
Planning &Forecasting
StrategyManagement
ExcelXML
OLTP & ODSSystems
Oracle, PeopleSoft, JDESiebel, SAP, Custom
BusinessProcess
Data MartsData Warehouse
Database MachineOLAP Cubes
Oracles Enterprise Performance Management System
Complete, Open, IntegratedInteractiveDashboards
Reporting &Publishing
Ad-hocAnalysis
Detect &Alert
Mobile &Disconnected
OfficeIntegration
Search Embedded
Fusion Middleware
Common Enterprise Information Model
Business Intelligence Foundation
7/31/2019 Hyperion - Oracle EPM Overveiw
8/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Positioned in Leaders Quadrants
Magic Quadrant for BusinessIntelligence Platforms, 2010
Magic Quadrant for
CPM Suites, 2010
Magic Quadrant forData Warehouse Database
Management Systems, 2010
Source: Gartner, Inc., Magic Quadrant for CPM Suites, 2010 byNigel Rayner, Neil Chandler, John E. Van Decker, 25 January 2010.
This Magic Quadrant graphic was published by Gartner, Inc. as part of alarger research note and should be evaluated in the context of the entirereport. The Gartner report is available upon request from Oracle.
Gartner Magic Quadrant forCorporate Performance
Management Suites
7/31/2019 Hyperion - Oracle EPM Overveiw
9/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Worlds Leading Companies use Oracle EPM
10 of the Top 10in Financial
Services
8 of the Top 10 inOil & Gas
10 of the Top 10in High Tech
10 of the Top 10in Utilities
10 of the Top 10in Healthcareand Pharma
10 of the Top 10in Aerospaceand Defense
10 of the Top 10 inCommunications
10 of the Top 10in Transportation
7/31/2019 Hyperion - Oracle EPM Overveiw
10/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
8 of the Top 10 inOil & Gas
10 of the Top 10in Utilities
10 of the Top 10in Aerospaceand Defense
10 of the Top 10in Transportation
10 of the Top 10in Healthcareand Pharma
10 of the Top 10in Financial
Services
10 of the Top 10in High Tech
10 of the Top 10 inCommunications
83% of Fortune 500 use Oracle EPM
Worlds Leading Companies use Oracle EPM
7/31/2019 Hyperion - Oracle EPM Overveiw
11/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
EPM Challenges Today
Cross-functionalAlignment in
Planning
Cross-functionalAlignment in
Planning
Predictable andCompliantProcesses
Predictable andCompliantProcesses
Transparency andAccuracy
in FinancialReporting
Transparency andAccuracy
in FinancialReporting
EnterpriseIntegration
EnterpriseIntegration
7/31/2019 Hyperion - Oracle EPM Overveiw
12/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Enterprise
Planning
Enterprise
Planning
Solution depth and breadth to addressplanning and profitability management
needs across the Enterprise
Financial
Close
Financial
Close
Comprehensive solution for FinancialConsolidation and Close
Financial
Reporting
Financial
Reporting
Streamlined creation and delivery ofexternal/statutory and internal financialreports
Enterprise-class
Solutions
Enterprise-class
Solutions
Enterprise-class scale, performance andmanageability, and Integration withenterprise systems
Oracle EPM Product Strategy
Key Strategic Themes
7/31/2019 Hyperion - Oracle EPM Overveiw
13/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Whats New in Oracle EPMSystem Release 11.1.2
7/31/2019 Hyperion - Oracle EPM Overveiw
14/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Deliver EPM Value
Faster, Reduce Cost of
Ownership
Deliver EPM Value
Faster, Reduce Cost of
Ownership
Streamline End-to-End
Financial Close Process
Streamline End-to-End
Financial Close Process
Extend Planning Reach
Across the Enterprise
Extend Planning Reach
Across the Enterprise
Oracle EPM System Release 11.1.2
Extends Oracles Market Leadership
Improve Timeliness and
Confidence in Financial
Reporting
Improve Timeliness and
Confidence in Financial
Reporting
7/31/2019 Hyperion - Oracle EPM Overveiw
15/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Extend Planning ReachAcross the Enterprise
7/31/2019 Hyperion - Oracle EPM Overveiw
16/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Planning and Budgeting Challenges
Enable planning for todaysdynamic and matrix
organizations Simplify planning tools for
expanded business useradoption
Ensure best practice adoptionthrough embedded domainknowledge
Provide visibility into key
drivers of costs and profitability
7/31/2019 Hyperion - Oracle EPM Overveiw
17/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion Planning
Streamlined Planning and Forecasting
Intelligent Approval Workflows
Vary workflow by
scenario/version Pre defined promotional path
Data driven promotional path
Zero-code Web Forms for
Business User Productivity Conditional formatting and
process-based data validation
Ad hoc web data entry forms
Freeze, Sorting and filtering Member Selector
enhancements
7/31/2019 Hyperion - Oracle EPM Overveiw
18/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion SmartView for Office
Designed for the Business User
Users Manage PlanningTasks in Familiar MS Office
Environment Task based workflow
Traffic lighting & datavalidation
Approval processmanagement
MS Outlook Integration
Manage tasks from
Outlook Calendar
7/31/2019 Hyperion - Oracle EPM Overveiw
19/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion Public Sector Planning and Budgeting
Purpose-Built for Public Sector Needs
Packaged application forpublic sector organizations
Support for managementof complex budgetaryprocesses
High quality budget bookpreparation
Advanced positionbudgeting capabilities
Bi-directional integrationwith ERP data sources
New !
7/31/2019 Hyperion - Oracle EPM Overveiw
20/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion Profitability and Cost Management
Improve Insight into Profitability by Customers, Products
Fast growing EPM applicationwith significant new customerwins and deployments globally
New for HPCM in release 11.1.2
Expanded cost and revenuedriver functions
Improved model navigation
Significant performancegains
7/31/2019 Hyperion - Oracle EPM Overveiw
21/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Optimize Product Mix to Maximize Profitability
Regional bank serving 19 Western andMidwestern states and 4 million households.Over $60B in assets with more than 10,000
employees.
Before
IT resources demand exceededcapacity for profitability reporting
Needed business users to driveprofitability modeling
Lack of insight how shared costsimpacted economics of thebusiness
Challenge to optimize productmix that maximizes bankprofitability
After
Minimal IT involvement
Easy integration into EPM systeminfrastructure
Ability to offer a basket ofproducts by mixing and matchingproducts according to customerdemographics
Benchmarking costs fordeveloping and marketing newproducts
7/31/2019 Hyperion - Oracle EPM Overveiw
22/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Streamline End-to-EndFinancial Close Process
7/31/2019 Hyperion - Oracle EPM Overveiw
23/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Streamline the period-end closecycle
Ensure visibility and predictabilityin financial consolidation andclose
Integrate with GRC systems toprovide transparency and control
Control audit costs
Financial Close Challenges
7/31/2019 Hyperion - Oracle EPM Overveiw
24/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Close sub ledgers intoGL (AR, AP, FA, etc.)
Perform Reconciliationsand Post Accruals
Deliver self
service financialreporting to theorganization
Create externalreports withdisclosures andfinancial data
Automate and
deliver external& statutoryfilings
Gather and validatecomplete data sets to
support all financialreporting needs
Automate consolidatedfinancial reports leveragingmultiple hierarchies andcalculations
The End-to-End Financial Close Process
7/31/2019 Hyperion - Oracle EPM Overveiw
25/49
7/31/2019 Hyperion - Oracle EPM Overveiw
26/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Improving Extended Financial Close Process
Publicly-held, global industrial manufacturing companywith $15B in revenue and over 100 locations.
Before
15 Divisions with ERP/GLinstances
Hyperion Financial Managementfor Financial Consolidation andReporting
Quarter-end close takes 15 days
Multiple reports, spreadsheets
and text documents required for10Q filings
Expectations After
Deploy Oracle Hyperion FinancialClose Management
Eliminate bottlenecks at divisionlevel
Reduce quarter-end closeprocess from 15 to 10 days
Streamline creation of quarterly
regulatory filings
CustomerProfile
7/31/2019 Hyperion - Oracle EPM Overveiw
27/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Financial Auditing Solution Integrate HFM account balance data into GRC Manager
Assess materiality of internal control issues and prioritize remediation
Segregation of Duties Solution Single point of maintenance for users, groups, roles etc across ERP and HFM
Avoid potential violations in segregation of duties
Integration with Oracle GRC Solution
Improve Financial Governance and Control
HFMApplication
Oracle/PSFTFinancials
Oracle/PSFTFinancials
Oracle GRC Manager
Oracle GRC Controls
7/31/2019 Hyperion - Oracle EPM Overveiw
28/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Improve Timeliness andConfidence in FinancialReporting
7/31/2019 Hyperion - Oracle EPM Overveiw
29/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Meet new disclosure requirementse.g. XBRL mandate from SEC
Ensure financial reporting quality
Address all external/statutory andinternal reporting needs
Manage costs related to financialreporting and filing
Financial Reporting Challenges
7/31/2019 Hyperion - Oracle EPM Overveiw
30/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Financial Reporting Remains Inefficient &
Error-prone Today
Inefficiencies from manual processes
Creation and management of critical documents - debtcovenants,10Q/K, board package etc.
Gathering and managing commentary
Adjustment of financial data
Errors and loss of control from outsourcing
MS Word documents sent to publisher for EDGAR filing XBRL tagging done by 3rd parties
Detailed tagging requirement raises liability exposure
Disclosure Management
7/31/2019 Hyperion - Oracle EPM Overveiw
31/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Author statutory documents fromSmart View for Office MS Word and Excel for
authoring Direct integration with HFMand Essbase
Support for all required reportformats: MS Word, HTML,
PDF Embedded XBRL tagging
support Taxonomy Management
Instance document creationand validation
Oracle Hyperion Disclosure Management
Statutory Reporting Made Simple
7/31/2019 Hyperion - Oracle EPM Overveiw
32/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Reducing Costs and Efforts in Financial Filings
Financial Services company with over $4B inrevenue and 10,000 employees
Before
Single instance of Oracle E-Business Suite Financials and
ERP Multiple reports, spreadsheets
and text documents required for10Q filings
Spends $5-10K per quarter on
SEC filings with 3rd
partypublisher
Expectations After
Deploy Oracle HyperionDisclosure Management
Streamline creation of quarterlyregulatory filings and reduceerrors
Bring XBRL tagging process in-house to improve control and
accuracy Eliminate 3rd party publishing
costs
CustomerProfile
7/31/2019 Hyperion - Oracle EPM Overveiw
33/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Delivers Essbase analytics on live HFM data
Extend the data model
Integrate additional data sources
Fulfill analytic needs with no impact on consolidation server More users, more reports, bigger queries
Fast reporting performance
Simple and automated implementation
Real-Time or on-demand integration with HFM
Oracle Essbase Analytics Link for HFM
Powerful Analytics on Consolidated Data
OracleEssbase
AnalyticsLink
HFM
Application
OracleEssbase
7/31/2019 Hyperion - Oracle EPM Overveiw
34/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
DeliverEPM Value Faster,Reduce Cost of Ownership
7/31/2019 Hyperion - Oracle EPM Overveiw
35/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
EPM Technology Trends
Shift from spreadsheets andpoint solutions to integratedEPM suites
Continued need for Financecontrol with integration into BI,ERP and GRC applications
Need for enterprise-class
scalability, performance andmanageability
Recognition of enterprisedimension management as coreEPM enabling technology
7/31/2019 Hyperion - Oracle EPM Overveiw
36/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
E-BusinessSuite
Data Sources
PeopleSoft
E-BusinessSuite
SAP
File-based dataXLS, Text, XML
Data &Metadata
.
FDM ERPI
CommonStaging DB
FDM
ODI
EPM
HFM
HSF
HP
EssbaseData &
Drill-back
Reporting
Smart View
FinancialReporting
Data &Metadata
Oracle Hyperion Financial Data Quality Management
Enabling Seamless Metadata and Data Integration
New in release 11.1.2 Enhanced EBS, PSFT & Essbase drill-through and write-back Localization
7/31/2019 Hyperion - Oracle EPM Overveiw
37/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion Data Relationship Management
Enterprise Dimension Management Highly differentiated offering
enabling hierarchy anddimension management for EPM
applications New in EPM release 11.1.2
Full-feature, browser-baseduser interface
Internationalization Role-based user access
Improved navigation
7/31/2019 Hyperion - Oracle EPM Overveiw
38/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Essbase
Enterprise-class Manageability
Industry-leading analytics engine with built-in financial intelligence
New in Release 11.1.2: Fusion Middleware Integration forenterprise-class manageability
Oracle Enterprise Manager
Oracle Single Sign-on and Security integration
Oracle Diagnostic Logging
Oracle OPMN Failover
Oracle Essbase
7/31/2019 Hyperion - Oracle EPM Overveiw
39/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Customer& Partner Benefits
7/31/2019 Hyperion - Oracle EPM Overveiw
40/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
As a customer whos deployed a number of Oracle Hyperion applications we
are excited about the new modules. The new financial close managementmodule will enable us to better coordinate our closing process across different
departments, transactional systems and EPM applications. We also like the
new disclosure management module, which leverages Oracles existing EPM
applications and is designed to support a broad range of reporting and filing
requirements. Overall, we are impressed with Oracles approach and we look
forward to evaluating the new products.
Russ Bostick
EVP of Technology and Operations
What Conseco is Saying
Benefits to Existing Hyperion Customers
7/31/2019 Hyperion - Oracle EPM Overveiw
41/49
7/31/2019 Hyperion - Oracle EPM Overveiw
42/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Benefits to Oracle ERP Customers
Leverage ERP investments withmeta data & data integrationand drill-through
Improve speed and accuracy offinancial reporting with financialclose & disclosure managementmodules
Enhance planning and budgetmanagement and driveenterprise-wide planning
Oracle E-Business Suite
PeopleSoft Enterprise
7/31/2019 Hyperion - Oracle EPM Overveiw
43/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Benefits to SAP Customers
Leverage SAP investments withpre-built data integration anddrill-through
Improve speed and accuracy offinancial reporting with financialclose & disclosure mgmtmodules
Improve user productivity andreduce reliance on IT
SAP
7/31/2019 Hyperion - Oracle EPM Overveiw
44/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Excellence in Financial Close with SAP
Oracle Hyperion Financial Management
One of the worlds largest food companies operating in over 100
countries with revenues of $14B annually.
Before
Two regional SAP instances
14-20 days to close
19 levels of hierarchy; 370 baseentities
No standard chart of accounts
Data load was inconsistent &
manual
No single system for GAAP andmanagement reporting needs
Manual I/C reconciliations
Over-reliance on spreadsheets
After
Massive business transformational
change
Consolidate in day 7; Financialson day 9
Developed standard reports for
closing process
Automated management reporting
for many levels of management
Automated data extract and load
processes
Root cause analysis on all AJEs
7/31/2019 Hyperion - Oracle EPM Overveiw
45/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracles EPM System: Complete, Open,
Integrated
Feature Oracle SAP IBM
Core planning and consolidation apps
End-to-end close process support
Functional breadth of planning modules
Financial hierarchy management
Integrated XBRL support
Integration with Oracle & SAP ERP
Common MS Office interface
Common administration
O l H i E t i Pl i S it
7/31/2019 Hyperion - Oracle EPM Overveiw
46/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Oracle Hyperion Enterprise Planning Suite
Hyperion Planning
Hyperion Strategic Finance
Hyperion Planning Modules: WorkforcePlanning, Capital Asset Planning, IntegratedOperational Planning & Margin Planning
Hyperion Profitability & Cost Management
Essbase (restricted use)
Hyperion Financial Data Quality Management(option)
Hyperion Data Relationship Management(option)
Crystal Ball (option)
Integrated Offering to Address Enterprise-wideNeeds in Planning and Profitability Management
HyperionEnterprisePlanning
Suite
O l H i Fi i l Cl S it
7/31/2019 Hyperion - Oracle EPM Overveiw
47/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
HyperionFinancial
Close Suite
Oracle Hyperion Financial Close Suite
Integrated Offering to Address End-to-End Needsin Financial Close and Reporting
Hyperion Financial Management
Hyperion Financial Data Quality Management
Hyperion Financial Close Management
Essbase (restricted use)
Essbase Analytics Link for HFM
Hyperion Disclosure Management (option)
Hyperion Data Relationship Management
(option)
S
7/31/2019 Hyperion - Oracle EPM Overveiw
48/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.
Summary
Oracle Enterprise Performance Management System Release11.1.2 Helps Organizations:
Plan for Growth and Profitability
Improve Stakeholder Communications Deliver EPM Value Faster
Extends Oracles market-leading EPM offering
New Applications and Significant Enhancements
Most Complete and Integrated EPM System
Generally Available April 2010
7/31/2019 Hyperion - Oracle EPM Overveiw
49/49
Copyright 2010, Oracle and / or its affiliates. All rights reserved.