Oracle’s EPM System and Strategy John O’Rourke Sr. Director, Product Marketing – EPM Global Business Unit

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Oracle’s EPM System and StrategyJohn O’RourkeSr. Director, Product Marketing – EPM Global Business Unit

What software company CEO flies one of these?

Larry Ellison – CEO of Oracle

Agenda

• Oracle’s EPM System Vision• Oracle/Hyperion Product Integration Strategy• Driving Customer Value• Summary and Questions

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.

EPM Market Drivers

Alignment

Predictability

Consistency

Transparency

Immediacy

Business IntelligenceCustomer 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 management processes

• Monitor execution in real-time• Deliver consistent, reliable

insights to drive action• Lower costs and reduce

system complexity • Single version of the truth

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

Introducing: Oracle’s Enterprise Performance Management System

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessOLAP

Performance Management Applications

BI Applications

Fusion Middleware

Web Office Desktop MobileEmbedded in Applications

Master Data

Business Rules

Metrics/KPIs

Targets, Plans & Actuals

Set Strategic Objectives

CorporateDevelopment

TreasuryStrategies

Long-TermPlanning

Strategic Planning

Define Costing Methods

Perform Allocations

Report & Analyze

Define Cost Drivers

Cost and Profitability Management

Market-leading Suite of Finance and Strategy Performance Management Applications

Data Cleansing

ConsolidateInternal

Reporting & Analysis

External Reporting & Compliance

Financial Close Process

Cascade Targets

Allocate Resources

ForecastingDetailed

Budgeting

Planning and Budgeting

Most Complete Suite of BI Applications

Travel& TransTravel

& TransAutoAuto Comms& MediaComms& Media

ComplexMfg

ComplexMfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

ServicesFinancialServices

HighTechHighTech

Insurance& Health

Insurance& Health

LifeSciences

LifeSciences

Public SectorPublic Sector

Other Operational & Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales Team Effectiveness

Up-sell / Cross-sell

Cycle TimeAnalysis

Lead Conversion

Employee Productivity

Compensation Analysis

HR Compliance Reporting

WorkforceProfile

TurnoverTrends

Return on Human Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer & ProductProfitability

P&L Analysis

ExpenseManagement

Cash FlowAnalysis

Supplier Performance

Spend Analysis

Procurement Cycle Times

Inventory Availability

EmployeeExpenses

BOM Analysis

OrderLinearity

Ordersvs. Available

Inventory

Cycle TimeAnalysis

BacklogAnalysis

FulfillmentStatus

CustomerReceivables

Campaign Scorecard

Response Rates

Product Propensity

Loyalty andAttrition

Market Basket Analysis

Campaign ROI

Churn Propensity

Customer Satisfaction

ResolutionRates

Service RepEffectiveness

Service CostAnalysis

ServiceTrends

Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

Hot-Pluggable With Existing IT Investments

OracleKerberosiPlanetMSFT ADNovellCustom Others ..

Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 Portal Oracle Data Mining, SPSS, SAS

Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, TextOthers ..

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration

Search

Pervasive Information Access Through a Unified BI Foundation

Ad-hoc Analysis

Interactive Dashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting & Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

OLAP

Common Enterprise Information Model

DesktopGadgets

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


Hyperion/Oracle Product Integration Strategy

Product Integration Milestones

1 Align and Certify

2 Unify and Integrate

3 Extend and Evolve


• 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


• 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


• 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


Driving Customer Value

Financial Performance ManagementProduct 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

Financial Performance Management Applications

Operational BI Applications

Web Office Desktop Mobile Embedded


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 LibraryCommon, extensible

components

Dimension MappingLink Applications

Data SynchronizerProcess Synchronizations

Application LibraryOne Control Center

Hyperion Financial Management

• Simple to Customize• Easy to Integrate• Financial Data Quality• Complete Audit Trails• Flexible Workflow• Powerful Reporting• Finance owned & operated#1

Financial Consolidation, Reporting &

Analysis

• Confidence in the numbers• Reduce cycle time• Automate collection & validation• Lower cost of compliance• Speed and agility

BENEFITS

FEATURES

Improve Finance Productivity and Shorten SEC Filing Process with XBRL Hyperion Financial Management 9.3.1

• 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

Hyperion

Financial

Management

HyperionFinancial

Data QualityManagement

XBRL/SECFinancial and Mgmt.

Reporting

ERP: Oracle, SAP,

Legacy, Other

Infrastructure Services

TaxFiling

Oracle GRC Manager

Reconciliations

CFO Dashboard

TaxCalculations

Transactions

Oracle/Hyperion

CFO

CIO

Reporting

Application Configuration Controls Application Access Controls

Integrated Governance Risk and Compliance

Partner

Roadmap Focus on EPM System, ERP Integration and Scalability

• Hyperion Financial Management – System 9• 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#1

Planning & Budgeting

Applications

• Speed • Accuracy• Align finance and operations• Accountability• Visibility to past, current and

future business performance

BENEFITS

FEATURES

Capital Expense Planning ApplicationNew with Planning 9.3

• 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

Application Foundation

Analysis and Reporting

Goal Setting

Financial Modeling

Financial Planning & Budgeting

Strategic Operational Planning

Functional Operational Planning

Functional Execution

Business goals

Long Range Targets

Annual Targets

Operational Policies

Execution PlanExecution Status

Baseline Plans

Aligned Plans

Integrated Business Plan

Metrics and Scorecards

Interlace Dynamic Planning Server

Change Based Modeling Engine

ImpactAnalyzer

ScenarioManager

FederatedModeling

ModelDesigner

Application and Process Layers

Strategic Operational Planning Server

Planning, Analysis and Reporting

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

• Review exception messages

• Analyze the plan

• Change assumptions

• Evaluate Scenarios

• Approve Changes

• Update Plan of Record

• J2EE based technology

• Data and User driven modeling

• Intelligent Scoping for Recalculation

Planning Roadmap Focuses on EPM System Components and New Planning Modules

• Hyperion Planning – System 9• EPM Architect Enhancements

• Common Calc Manager

• Lifecycle Management

• Planning for Banking

• Delegated User Management & Admin

• Hyperion Strategic Finance – System 9• 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

NewApplication,

Coming Soon


Oracle BI Foundation

Business Intelligence FoundationProduct 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

• Middleware Financial Performance Management Applications







Oracle BI Suite Enterprise Edition PlusPervasive Information Delivery

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess


InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

Oracle BI Server

Common Enterprise Information Model

Reporting & Publishing

Financial ReportingBI Publisher

Interactive Reporting

SQR Production Reporting

Web Analysis

Ad hoc Analysis

ProactiveDetectionand Alerts

Microsoft Office

Interactive Dashboards

Richest Business

User Experience

• Superior Tools for the Business User

• Broadest Analytic functionality

• “Speed of Thought” response

Most Highly Advanced

Calculation Engine

Best Custom Analytic

Environment

• Superior Calculation Power

• Comprehensive library of functions

• Extensive Financial and Time Intelligence

• Optimized Storage

• Enterprise scale Forward Looking applications

• Premium Performance

Essbase is a Core to Oracle’s BI Foundation

Near Real Time Essbase Cubes Hyperion Essbase 9.3.1

• 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 FlexibilityHyperion Essbase 9.3.1

• 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 9.3.1

• Shared members

• Ragged hierarchies

• Attributes

• Server-side ranking, filtering and sorting

• Dynamic time series

• Advanced member selection

• Duplicate member names

EPM/BI Activities at Open World

• 180 sessions, 80 sessions in the Hyperion progam

• Key Customers: Alcoa, Verizon, BT, Cisco, Office Depot,

Toyota, Fifth Third Bank

• Hyperion Customer Welcome Reception

• Pre-marketing

• OOW Guide to EPM/BI Sessions

• 40 demo stations

• Customer Videos

Suggested Sessions – OpenWorld ‘07

Session # Title Speaker

SS291712 Introduction to Hyperion Financial Management

Dominick DiPaolo

Oracle

S291720 Enterprise Planning with Hyperion Planning and Strategic Finance

Ivo Bauermann

Oracle

S291730 Introduction to Hyperion Profitability Mgmt

Don Bean, John O’Rourke Oracle

S291708 Oracle’s Roadmap for Hyperion EPM Products

Srikant Gokulnatha Oracle

S293041 Customer Panel: EPM at Work

Verizon, BT Group, Alcoa and others

S292739 Implementing BI and EPM BT Group plc

S292741 Best Practices in EPM Symantec

S293042 Improving the Quality of Information

Dell/Deloitte

Top 10 Reasons the Oracle Acquisition is Good for Hyperion Customers

10. Access to the industry’s most complete EPM system9. Continued/increased R&D on Hyperion products8. Extended support for Hyperion products7. Improved integration with Oracle platforms6. Improved integration with Oracle applications5. Hot-Pluggable with other environments – i.e. SAP4. Over 90% of Hyperion staff have been retained3. Attend Oracle OpenWorld - meet 40,000 new friends2. If red is your favorite color – you’ll love Oracle1. How else can you see Larry Ellison, Billy Joel, Stevie

Nicks and Lenny Kravitz all in one night!

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Oracle Users Groups

Oracle is committed to communicating and interacting with it’s independent users groups around the world.

More informationwww.oracle.com/hyperion

www.hyperion.com/usergroupshttp://www.oracle.com/technology/community/user_groups/

International Oracle User Group Communitywww.iouc.org

[email protected]

Documents

Oracle’s EPM System and Strategy John O’Rourke Sr. Director, Product Marketing – EPM Global Business Unit