It’s Here: Oracle Planning and Budgeting Cloud Service!norcaloaug.com/seminar_archive/2014_training_day_pres/6... · 2014-08-20 · Key Performance Ideas Confidential It’s Here:

Key Performance Ideas Confidential www.KeyPerformanceIdeas.com

It’s Here: Oracle Planning and Budgeting Cloud Service!The complete cloud solution.Presented by: Shane Schmitt

August 26, 2014


Agenda

• Cloud Computing : What that Means• Introduction to Oracle’s Planning & Budgeting Cloud Service• Key Performance Idea’s Quick Start Program for the Cloud• Questions and Wrap-up

Purpose: The goal of this event is to educate on the capabilities of Oracle’s new Cloud offering around the Hyperion Planning Suite and how Key Performance Ideas compliments that solution with an economical quick start program and administration support.

Key Performance Ideas Confidential www.KeyPerformanceIdeas.comKey Performance Ideas Confidential www.keyperformanceideas.com

Who uses the Cloud?


Five High-Value Reasons CEOs Should Love the Cloud

1. Simplify IT

2. Re-engineer the economics of IT spending

3. Accelerate and optimize your business processes

4. Drive innovation

5. Enjoy world-class security and compliance

Source: Mark Hurd’s LinkedIn article “Five Reasons Why CEOs Should Love the Cloud”https://www.linkedin.com/today/post/article/20140630193427-178173598-five-reasons-why-ceos-should-love-the-cloud


IBM Commits $1.2B to Cloud Stack – Forbes 1/17/14

Microsoft invests nearly $700 million in Iowa data center – PC World 6/24/13

“The cloud will be the largest single investment we are making” – Director HP – WSJ 12/9/13

Oracle buying Taleo for $1.9billion, cloud war brews – Reuters 2/9/12

Google’s cloud revenue will generate just under $1 billion in 2013 – TBR Newsroom 7/19/13

What’s News —

Organizations Continue to Invest


On-Premise Computing Cloud ComputingHardware Investment Extensive None

Software Investment Upfront cost & annual maintenance

Monthly subscription cost

Accounting for Costs Hardware & Software Capitalized

Service Expensed

IT Support Partial FTE Limited to NoneBackups and Recovery

Maintained by Internal IT Automatic

Patches and Upgrades

Performed by Internal IT Automatic

Two Options for Implementations


Planning and Budgeting Cloud Service(PBCS)

KPI’s Rapid Implementation

Solution

KPI’s Administration

Managed Services

PBCS by Key Performance Ideas


Oracle’s Hyperion Planning and Hosting


%of CFOs believe that half of their transactions will be delivered through the cloud within the next four years(up from 53% in 2012).

Source: Gartner FEI CFO Technology Study, June 2013


Planning & Budgeting Cloud Service

Part of Oracle Cloud

Application Services

Platform Services

SocialServices

Common Infrastructure Services


Oracle: 100% Committed to Cloud

13 Data Centers38,000 Sq. Feet

7,76313,091183 PB

9 Million19 Billion

ServersVMsStorage

Users/DayTransactions/Day

+6 new


Oracle Cloud Operations Organization

• 600+ Dedicated IT Staff supporting Oracle Cloud– 7x24 Operations “Nerve Center” staff – Dedicated Security & Compliance management staff– Functional experts and architects in all key support roles

Application support Platform technologies (Middleware & DB) Infrastructure support and system administration

– Network administration: switches, firewalls, load balancers– Facilities & project management

• 100% of activities performed by Oracle employees


More than 3,800 Companies Worldwide Rely on Oracle Hyperion Planning

Proven On-Premise, Now Optimized for Cloud

** Oracle Business Analytics, Customer Value Index—October 2012


Planning & Budgeting Cloud Service

• Oracle’s first EPM Cloud based application available to customers in software as a service (SaaS) deployment model

• Planning built for the Cloud based on the 11.1.2.3 Hyperion Planning code

• Provides flexible planning application that’s been optimized for deployment in the Oracle Public Cloud environment

• PBCS includes:

– Core Planning & Budgeting Functionality

– Web and Excel access

– Built-in multidimensional reporting managed by the planning application

– Built-in Data integration

– Two environments with each subscription: production and pre-production


World-Class Planning with the Simplicity of the Cloud . . .

First-in-Class Functionality

Flexible Deployment

FastAdoption

Oracle Planning & Budgeting Cloud Service

Secure


• Intuitive, role-based interface

• Built-in starter kits and online help/tutorials

• Application wizards & data import / export

Fast Adoptionwith Oracle PBCS

FastAdoption


First-in-Class Functionalitywith Oracle PBCS

• Flexible workflow and plan management capabilities

• Intuitive web interface with full Excel integration

• Built-in management reporting capabilities

• Support rolling forecasts and leading practices



Flexible Deploymentwith Oracle PBCS

FlexibleDeployment

• Configurable to meet your needs• Choose

• When to apply maintenance – Day & 12 hour window

• When to apply patches- 14 day window• When to upgrade- 4 month window


Flexible Deploymentwith Oracle PBCS

FlexibleDeployment

Start Small Then Scale


Secure Solutionwith Oracle PBCS

Secure

• Data centers are owned and managed by Oracle


Oracle Cloud Service Data Centers

Secure

State of the ArtFacilities

24x7 Monitoring and Support

Defense in DepthSecurity & Compliance

15,000 Global Support Personal, 27 Languages

Chicago

Ashburn

Austin

Japan

Singapore

Sydney

Linlithgow

AmsterdamLondon

99.999% AvailabilityPower & Cooling


Secure Solutionwith Oracle PBCS

Secure

• Data centers are owned and managed by Oracle

• No co-mingling of customer data (single tenant)

• 100% Oracle Badge Employees• Oracle has no access to your data• 1st Planning Cloud customer was a bank


World-Class Planning with the Simplicity of the Cloud . . .


Flexible Deployment

FastAdoption

Oracle Planning & Budgeting Cloud Service

Secure


Benefits of PBCS

• World class, centralized, enterprise scalable budgeting & forecasting solutions on latest release

• No CAPEX infrastructure investments• Minimal IT resources required; owned by Line of

Business• Production quality reporting with Hyperion Financial

Reports• Smart View integration with MS Office• Auditable and automated Data Integration• Built-in starter kits, demos and guides• Same Oracle security and reliability of all Oracle Cloud

deployments• Application diagnostics to simplify administration• Data Center with failover and disaster recovery• Updates and patches applied daily as defined by client• Expense services versus capitalizing the software


PBCS Use Cases

• Traditional Financial Reporting– Income Statement– Balance Sheet– Cash Flow– Employee Planning– Capital Planning

• Operational Planning• LOB Planning• Sales Planning by Product• Sales Planning by Customer• Departmental Applications• Applications used by Customers, Suppliers or Partners


PBCS v On-Premise PlanningKey Differences

• Only one application supported at a time• Only one application per license• Core Planning only, no optional modules

– Workforce Planning– Capital Asset Planning– Project Financial Planning– Public Sector Planning and Budgeting

• No EPMA, metadata loaded using Planning UI or Smart View• No EAS, key features added to Calculation Manager• No Full Use Essbase; ASO is available as a Plan Type• No Shared Services, user management is handled using OIC (Oracle

Identity Console)• No user authentication• Resource limit of Total File System Disk Space for each environment

– Essbase Databases + FR Reports and any Exported LCM Content


PBCSSample Screenshots


Create Application

Application Details

Currency and

Calendar Dimensions

Details

Metadata and Custom Dimensions

Details


Landing Page


Metadata Administration


Metadata


Metadata Import


Metadata Import


Metadata File - Entity


Metadata File - Account


Data Entry


Data Entry with Business Rule


KPI’s PLANtastic

KPI’s Rapid ImplementationSolution


What is PLANtastic?

• Unique methodology for getting organizations up and running on a forecasting solution in short period of time, in efficient manner

• Combines use of cloud deployment with prebuilt functionality • Optional specialized, full-time or part-time administrators to provide

completely streamlined forecasting process• Benefits include:

– Move from a spreadsheet focused manual environment to a scalable, systematic solution

– Optimize your forecast & planning processes while reducing capital outlay

– Avoid the cost and effort associated with the procurement, deployment, configuration and support of hardware

– Utilize on-shore, Oracle certified, remote Oracle Hyperion application administrators to avoid the need to hire and train in-house personnel

– Reduce operating costs and improve ROI and cash flow


What is included with PLANtastic Implementation?• Dedicated Cloud Implementation Team• Streamlined Requirements and Design Sessions• Training & Testing scripts• Purpose Built application including:

Complete Salary level planning Detailed Capital Expenditure planning Revenue, COGS, OPEX and Other P&L line entries Full P&L and Balance Sheet Flexible account & entity structuring tool to match current environment One year of Plan data One to Two years of Rolling Forecast data (months to go) Loads of up to two years of historical data and current months Best Practice web input forms Best Practice financial reports Budgeting and forecasting focused calculations

• Flexible administration tools to modify application as required


PLANtastic Implementation Quick Start

• Utilize an Agile and Flexible methodology• Start and continue with training/education• Pre-work needed (metadata, data, security)• Implementations in weeks versus months• Application tested and validated for the past two years• Other implementations available outside of pre-built application• Multiple pricing options depending on need with…

NO UPFRONT COST!!


PLANtasticSample Screenshots


Pre-built Task Lists


Administration Forms


Salary Planning


Detailed Planning/ Adding/ Transferring/ Moving


Validations for Simpler Visualization


New & Existing Capital Asset Planning


Complete P&L and Balance Sheet


KPI’s S.M.A.R.T.

KPI’s Administration Managed Services


What is S.M.A.R.T.?

• S.M.A.R.T. is KPI’s System Maintenance And Remote Troubleshooting business

• Solution provides application and infrastructure support with development level expertise at a substantially discounted rate for administrative tasks

• Designed with objective to structure long-term support agreement that aligns to objectives and specific needs

• Significantly reduces any risk, providing clients named primary & secondary Oracle certified administrators with 10+ years average experience


What is included with S.M.A.R.T.?

• Hierarchy Maintenance (update & validate metadata structures) • Update variable set and open/close accounting periods• Data loads and validations • Run and verify calculations• Update reports & planning forms• Manage application security (metadata & data), • Troubleshooting (metadata, data, reports, forms, security,

performance, etc.)• Performance tuning• User training• One-on-one help desk support


3 Pieces of Puzzle = Big Picture

PBCS PLANtastic S.M.A.R.T.

Software Service

Patches and Upgrades

System Monitoring

Quick Start Application

Pre-built functionality

Education and Training

Functional Administrators

System Optimization

User Support



KPI’s Rapid Implementation

Solution

KPI’s Administration

Managed Services

PBCS by Key Performance Ideas

Key Performance Ideas Confidential www.KeyPerformanceIdeas.com55

Questions?

Shane SchmittDirect: 847.452.2023Email: [email protected]

Documents

It’s Here: Oracle Planning and Budgeting Cloud Service!norcaloaug.com/seminar_archive/2014_training_day_pres/6... · 2014-08-20 · Key Performance Ideas Confidential It’s Here: