Executive Briefing on Oracle’s EPM Strategy and Roadmap

General Session Enterprise Performance Management

Balaji Yelamanchili Senior Vice President, Product Development September 29, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |


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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, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


The Changing Role of Finance

Cost – Containment Strategies

Weak Collaborations

Technology Wary

Investments in growth

Strengthening Partnerships

Technology Advocate


Oracle is Investing to Address Changing Priorities

• Innovate with new EPM applications

• Deliver the full range of EPM applications in the Cloud

• Continue to extend the lead in existing applications

• Exploit Mobile and Social capabilities to attract new EPM users

EPM Product Development Focus Areas


Enterprise Planning What’s New & What’s Coming


Past 18 months: Highlights

• Hyperion Planning 11.1.2.3 release

• Business user functionality available on Tablet devices

• Mobile app for workflow & approval

• Introduction of Planning and Budgeting Cloud Service

Next 12 months: Highlights

• Hyperion Planning 11.1.2.4 release

– User Defined Sand Box, Grid improvements, Instantaneous Calculations, ….

– Cloud innovations available for on premise deployments

• Planning Cloud additions – Full suite of Planning modules

Enterprise Planning: What’s New & What’s Coming….


Planning Demo


• Support for on-the-fly iterative planning using sandboxes

– Auto calculation, auto-save on change

– Available on Cloud and On-premise

• Interactivity with large data sets – Rapid loading of large forms, quick cell

to cell navigation, scrolling in all grids

• User-defined client side calculations using familiar Excel syntax

– Formulas can reference dimension members and persisted in Planning

Demo: Improved Support for Operational Planning Processes Extend Planning Beyond Corporate Finance


Financial Consolidation & Close What’s New & What’s Coming


Past 18 months: Highlights

• HFM and FCM 11.1.2.3 release

• Mobile workflow & approvals for HFM and Tax Provision

• FDM EE based on ERPI

• New Tax Provision module based on HFM

Next 12 months: Highlights

• HFM 11.1.2.4 release

– Lighter, Faster, Simpler & Portable

– HFM on Exalytics

• New Supplemental Data Management module

• New Tax Governance module

• Mobile workflow for FCM

Financial Consolidation & Close: What’s New & What’s Coming….


Financial Consolidation Demo


• Platform Independent – Windows and Linux (Exalytics) support

• Significant Performance Improvements – Multi-core scaling for Consolidation, Data

Retrieval/Loads, Metadata Loads

– Fast UI Interactions and Responsiveness

– Improved Database Interaction (ODBC replaced ADO driver)

• Simplicity – Simplified Deployment Architecture

– Support for Multiple Databases per instance

– Streamlined Integrations, Java based API

– Online monitoring (Exalytics only)

• Easy Install and Upgrade – One click install (Exalytics only)

– No application changes required

– Full support for LCM including data and process status

Demo: Hyperion Financial Management 11.1.2.4 Lighter, Faster, Simpler & Portable


HFM 11.1.2.4 – Early Customer Validation Results

• Global Mining Company

– HFM 11.1.2.2

– 450 Users

– 2200 Accounts, 2800 Entities, 400 custom members

Financial Services Company

– HFM 11.1.2.1

– 850 Users

– 10000 Accounts, 15000 Entities, 3000 custom members

– 4 million rec. year/scenario

Construction Materials Company

– HFM 11.1.2.1

– 800 Users across 60 countries

– 3400 Accounts, 12000 Entities, 400+ custom members

– 11 million rec. year/scenario

Oracle Confidential – Internal 13

“Change in regulations will force us to collect more data.11.1.2.4 performance will

definitely help us tremendously.” -- Financial Services Customer

• Performance Gains

Consolidation: 2 hr 6 min

Publish Data: 11 min 1.30 min


Consolidation: 53 min 21 min

Extract Data: 1hr 12 min

Load Security: 25 min 2 sec


Consolidation: 40 min 5 min

Load Metadata: 50 min 3 min


Continued Innovation across all EPM Offerings

• Standardize and Automate Supplemental Data Collection

– Financial and Non-Financial

– Workflow and collaboration

• Management of supplemental data

• Integration with HFM

– Metadata and Data

– Post to and Drill Back from

• Integration with Smart View

– Smart View Template, Data Entry, Start from existing spreadsheets

• Integrated Dashboards and Reporting

Supplemental Data Manager



• New module within Tax Suite

– Workflow and control framework for Corporate Tax

• Reduce risk

– Provides visibility to task-level status

– Reduces manual effort through centralized process management

• Covers both Operations and Supplemental Schedules

– Task management, workflow, calendaring

– Data collection, standardization, prebuilt content for R&D Credit & FIN48

Hyperion Tax Governance


• Financial Data Quality Management Enterprise Edition

– Data sync between EPM applications

– Migration assistance from FDM to FDM EE

• Data Relationship Management

– Data Relationship Governance enhancements

– DRG approvals in EPM Mobile app

– DRM support for Planning and Budgeting Cloud Service

• Profitability and Cost Management

– New Ledger model type for expanded coverage of management reporting

– Parallel calculation improvements for performance

– Operational Transfer Pricing solution

• Essbase

– Enhanced parallel scripting

– Multi user scalability for concurrent query and calculation operations

– BSO/ASO hybrid aggregation mode

– In-memory enhancements



EPM Cloud


Cloud Adoption Is Rising

29%

37%

14%

26%

0%

5%

10%

15%

20%

25%

30%

35%

40%

2010 2012

Private Cloud

Public Cloud

Per

cen

t o

f C

ust

om

ers


Cloud Expectations are Different

CONSUMER STYLE EXPERIENCE

Natively Mobile

Visually Stunning

Inherently Social

Intuitively Obvious

SELF-SERVICE EVERYTHING

Self-service Provisioning

Self-service Data load

Self-service Data modeling

Self-service Data analysis

CLOUD INTEGRATION

Hybrid cloud and on-premise

deployment models

Public / Private Options

Prebuilt connectors

MULTI-TENANT ARCHITECTURE

Tenant Isolation

Strong Data and User Security

Self-service Extensibility

Lights-out Service Administration


Introducing Oracle EPM Cloud Proven. Comprehensive.

• Oracle EPM Cloud is Proven

– Based on Hyperion EPM technology deployed at thousands of global customers

– Spans the needs of corporate and operational finance across management and statutory processes

– Supports hybrid cloud and on-premise deployment models

• Oracle EPM Cloud is Comprehensive

– Planning and Budgeting Cloud Service: in General Availability

– Financial Performance Reporting Cloud Service: in Preview

– Financial Consolidation and Close Cloud Service: in Active Development


• Enterprise Planning with the Simplicity of the Cloud

• Full power of Hyperion Planning, Available in the Cloud

• Rapid implementation: Application creation wizards, Starter kits and templates for implementation in weeks

• Flexible deployment choices: Cloud and on-premise models, Tools for application migration

• Enterprise Grade: Security, High Availability, Scalability

• Fully Managed: Patched, Backed Up, Upgraded by Oracle

Oracle EPM Cloud Oracle Planning and Budgeting Cloud Service

General Availability Now


Built on over 15 years of Product Innovation

Launched: February 14, 2014

Clients across industry

Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech

150+ Customers to date

6000+ End Users and growing!

Available and Supported Globally 24 X 7 X 365

Oracle EPM Cloud Strong Customer Momentum


Financial Performance Reporting New EPM Cloud Service


Today’s Financial Reporting Processes & Tools Fall Short

• Today, most management reporting processes are manual and ad-hoc

– Monthly, quarterly fire-drill to get Board Books and report packages done and delivered

– Manual effort Time consuming, Expensive; lack process rigor and collaboration

• Error-prone in combining Data (what) with Narrative (who, when, why)

– Re-keying of data into report

– Unable to analyze data to validate narrative

• Challenging to bring Subject Matter Experts into the process

– Insufficient collaboration features for centralized commenting on content

– Hard to track progress and who is currently responsible for individual areas of content

• Lacks versioning and auditing functionality

– Time wasted tracking versions; weak security to support “Need to Know” access to content


• Address Internal and Statutory Financial Reporting Needs

• Narrative-based management reporting and external disclosures in one solution

• Complete: Authoring, collaboration, commentary and delivery

• Secure: Role-based, auditable access on desktop and mobile devices

• Enterprise Grade: Security, High Availability, Scalability

• Fully Managed: Patched, Backed Up, Upgraded by Oracle

Oracle EPM Cloud Oracle Financial Performance Reporting Cloud Service

In Preview Now


Financial Performance Reporting Demo

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 27

Demo: Financial Performance Reporting Cloud Service

Stakeholders

Financial Performance Reporting Cloud

Authors Report Owners

Approvers

Reviewers Signers

Operations Reviews Board Packages

Project Funding Proposals

Group Budget Reviews

Regulatory Reporting Public Disclosures

Audit Reports


Oracle is Investing to Extend Our Lead in EPM

• Innovate with new EPM applications

• Deliver the full range of EPM applications in the Cloud

• Continue to extend the lead in existing applications

• Exploit Mobile and Social capabilities to attract new EPM users

EPM Product Development Priorities


“Must-Attend” EPM Sessions Time Session Name Location

Mon 29 2:45pm

CON8524 – Oracle Hyperion Applications: Strategy and Roadmap

Moscone West 3008

Mon 29 4:00 PM

CON8526 – What’s New and What’s Coming: Oracle Hyperion Enterprise Financial Planning Suite

Moscone West 3008

Mon 29 5:15pm

CON5829 – What’s New and What’s Coming: Oracle Hyperion Financial Close Suite

Moscone West 3008

Tue 30th 5:00 pm

CON8556 – Introduction and Update: Oracle Planning and Budgeting Cloud Service

Moscone West 3014

Wed Oct 1 10:15 am

CON8359 – Introduction to Oracle Financial Performance Reporting Cloud Service

Moscone West 3008

Wed Oct 1 12:45pm

CON8532 – Product Development Panel Q&A: Oracle Hyperion EPM Applications

Moscone West 3008

Thu Oct 2 10:00am

HOL11440- Oracle Planning and Budgeting Cloud Service Hands-on Lab

Moscone West 3014

Oracle Confidential – Internal/Restricted/Highly Restricted 29

Executive Briefing on Oracle’s EPM Strategy and Roadmap

Technology

Transcript of Executive Briefing on Oracle’s EPM Strategy and Roadmap