Hyperion EPM System 11.1.2.2 - Kyenote Speech

1 Copyright © 2012, Oracle and/or its affiliates. All rights

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Oracle Enterprise Performance Management System

Release 11.1.2.2

Matt Bradley, VP EPM Applications

Oracle Hyperion EPM System

Customer Briefing

Milano, 19 Aprile 2012


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Agenda

• Oracle’s EPM System

• What’s New in EPM System Release 11.1.2.2

• Partner Support

• Summary and Questions


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EPM is a Top Priority for Finance Executives 2011 Top Finance Initiatives


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The Path to Business Excellence

Competitive

Advantage

MANAGEMENT

EXCELLENCE

OPERATIONAL

EXCELLENCE

1 Make Smart decisions with deep

insight

2 Gain Agility to adapt, and drive

decisive actions

3 Ensure Alignment in the

extended enterprise

4 Drive down Cost of processes

and operations

5 Improve Quality across the

organization

6 Increase Speed of transactions in

the performance network


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Business Excellence Removing Boundaries – Connecting Processes

Integrated

Analytics

Integrated

Processes SCM

PLM

CRM

ERP

HCM

Financial

Close

Supply

Analytics

Demand

Analytics

Finance/Risk

Analytics

Management

Analytics

Integrated

Planning Operational

Planning

Profitability

Cost Mgmt

Financial

Planning

Strategic

Planning


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Oracle’s Enterprise Performance Management System Complete. Open. Integrated.

OLTP & ODS Systems

Data Warehouses Data Marts

Packaged Applications

(Oracle, SAP, Others)

Excel XML/Office

Business Processes

OLAP Sources

Exadata Unstructured & Semi-

Structured

ERP Analytics

Planning & Forecasting

Financial Close & Reporting

Strategy Management

Profitability Management

CRM Analytics

Industry Analytics

Data Management

Common Enterprise Information Model

Advanced Analytics Dimension Management Predictive Analytics

Reports & Publishing Query & Analysis Detect & Alert Office Search Embedded Mobile Scorecards Interactive Dashboards

Dat

a

So

urc

es

BI/E

PM

Pla

tfo

rm

BI /

EP

M

Ap

ps GRC / Risk

Analytics


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Oracle Hyperion Performance Management Applications Market-leading, Integrated Suite

Oracle BI Foundation

Common Administration Services

• Integrates data from multiple transaction systems

• Automates and links strategic and financial management processes

• Modular, integrated suite

• Fast time to value; Low TCO

• Over 6,000 customers

Strategy

Management

Financial Close

and Reporting

Planning and

Forecasting

Profitability

Management

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Oracle Hyperion EPM Release 11.1.2.2 Extends Oracle’s Market Leadership

Deliver EPM Value Faster,

Reduce Cost of Ownership

Report Faster with

Improved Visibility,

Reduce Risk

• Plan at the speed of business with Exalytics In-Memory Machine

• Drive best practices and improve planning accuracy with built-in predictive analytics

• Manage the financial performance of key projects with Project Financial Planning

• Leverage fine-grained cost and profitability analytics for improved performance

insights

Plan at the Speed of

Business,

Improve Analytic Insights

• Streamline the close and reduce audit risk with Account Reconciliation Manager

• Ensure compliance with regulatory requirements with pre-built starter kits

• Leverage unlimited dimensionality in financial consolidation to drive new internal and

external reporting initiatives

• Deliver enterprise-wide visibility into performance with mobile delivery of analytics

• Accelerate EPM deployments with packaged modules and support for best practices

• Improve user productivity and collaboration with revamped Web 2.0 user interfaces

• Leverage pre-built ERP integrations for faster time to value

• Accelerate finance transformation initiatives with integrated enterprise dimension

management


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Plan at the Speed of Business,

Improve Analytic Insights


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Extend Planning Across the Enterprise Oracle’s Hyperion Enterprise Planning Solutions

Capital Asset Planning

Workforce Planning

Long-Term Financial Planning

Financial Detail

Operational Detail

Predictive Modeling & Simulation

Profitability and Cost

Management

Planning, Budgeting & Forecasting

Project Financial Planning


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Oracle Hyperion Project Financial Planning New Planning Module for Project Financial Management

Functional Summary

• Pre-defined dimension members, forms,

business rules, menus, task lists, smart

lists, validation rules & project planning

plan types

• Integrated Human & Capital Resource

Management

• Covers Contract, Capital, Indirect projects

Applicable Across Industries

• Aerospace & Defense, Utilities, Oil &

Gas, Construction, Natural Resources,

Manufacturing, Retail

• IT/HR projects in any industry


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Oracle Exalytics In-Memory Machine Key Enabling Technology for EPM Innovation

Planning @Speed of Business

• Reduce planning cycle times with huge gains in response time

• Run more complex planning models with finer grained detail

• Bring more users into the planning process and improve accuracy

LOB Planning with Essbase

• Extend beyond Finance into every LOB

• Scale to more users and run more complex planning models

• Improve agility – move from monthly to intra-day analysis


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Planning with Exalytics

• Planning process maturity

– Move beyond Annual Budgeting

– Adoption of rolling forecasts and driver based

planning for improved agility and forecast accuracy

• Planning maturity drives

– More users participating in planning process

– More complex calculations

– More interactive scenarios

Need for significantly higher throughput

Sweet spot for Exalytics

No o

f users

Model Complexity


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Exalytics Use Cases for LOB Planning

Retail:

Store Level Forecasting

Telco:

Churn & Product Affinity

Utilities:

Smart Meter

Manufacturing

Material Cost Modeling

CPG:

SKU Forecasting

Pharmaceutical:

Clinical Trials Analysis

Sales

Customer Analysis

Supply Chain

Inventory Optimization

Finance

Receivables Trending

Financial Services:

Instrument Level Planning

Human Capital

Employee Productivity

Marketing

Loyalty Analysis


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Insert Information Protection Policy Classification from Slide 8

Functional Summary

• Statistical prediction scenarios built into Hyperion Planning

• Uses Oracle Crystal Ball Predictor to analyze historical data and project trends and patterns into the future

Benefits

• Enable business users to leverage statistical forecasting techniques

• Improve accuracy of forecasts and plans

• Automatically forecast best and worst case scenarios in addition to base case

Integrated Predictive Planning Capabilities Leverage Statistical Forecasting for Improved Accuracy


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Oracle Hyperion Strategic Finance and Smart View Align Strategic and Financial Planning

Functional Summary

• Hyperion Smart View for Office user interface

for Hyperion Strategic Finance (HSF)

• Fully integrated, with all HSF features and

standard reports available from Smart View

• Smart View functions & tool kits for custom

reports

Benefits

• Integrate and align strategic and financial

planning

• Consistent user experience across entire

planning process


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Oracle Hyperion Profitability & Cost Management

Functional Summary

• Extend HPCM to address need for detailed

profitability

• Leverage RDBMS while retaining modeling

paradigm of current HPCM

Benefits

• Granular analysis of costs and profits: Millions

of customers, SKUs, subscribers, products,

transactions

• Scale up with RDBMS

• Manage cost development and cost application

in a single system

Detailed Profitability Feature Enables Micro-Costing


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Report Faster with Improved Visibility,

Reduce Risk


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Implementing a World Class Close Oracle’s Hyperion Financial Close Solutions

Financial

Consolidation

Data

Assurance Document

Management

& Filing

Financial &

Mgmt. Reporting

ERP:

Oracle, SAP,

Legacy, Other

Tax

Filing

Financial Close Management

Finance Dashboard

Tax

Calculations

Transactions Reporting

Governance, Risk & Compliance


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Account Reconciliation Manager Streamline Reconciliations and Reduce Audit Risk

• Reconciliations are a major

bottleneck in the close process

– Ensuring completion and enabling

audits are key requirements

• New Account Reconciliation Manager

– Designed to manage global reconciliation processes: Balance Sheet, Consolidation, Local GAAP

– Streamlined, workflow-driven and auditable processes

– Delivered as part of Oracle Hyperion Financial Close Management


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Oracle Hyperion Financial Management Support New Internal and External Reporting Initiatives

Configurable Dimensionality

• Analyzing an account by 5 or more dimensions is a common need in financial services

• Improved dimensional conformity with Oracle Hyperion Planning

ADF Based UI – Web 2.0 style

New Web Form/Grid Authoring

Product Enhancements

• POV management

• Journal Enhancements

• Process Control/Ownership Mgmt

• Administration improvements

• Load/Extract Behavior Change


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Statutory Compliance Enable Full Compliance with Ever-Changing Requirements

Hyperion Financial Management

based Starter Kits to address

Statutory Reporting needs

• New: Sustainability Reporting Starter

Kit using the GRI G3.1 Guidelines

• New: Solvency II QMR Reporting for

Insurance Industry

• IFRS

• Geography-specific: both Oracle or

Partners driven


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Oracle Financial Management Analytics Deliver Executive Visibility On-the-Go

• New offering that leverages OBIEE

for pre-built dashboards and

analytics

– Direct, native access to data in

Hyperion Financial Management and

Financial Close Management

– Packaged analytics are configurable

and extensible

• Enables mobile delivery of EPM data to finance executives and business users


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• SEC, HMRC, XBRL Formula

Validation Support

• XBRL dimensions tagged at the EPM

data source level

• Quick Map: One-click XBRL tag

creation

• Import/Export

• Coming Soon: EDGAR format

support for complete SEC filing

creation

Oracle Hyperion Disclosure Management Updates Make Regulatory Filings Easier, Faster


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Deliver EPM Value Faster,

Reduce Cost of Ownership


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Rich User Experience Consistent, Web 2.0 User Experience Across Applications


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Files, Excel, XML

Other Systems

Oracle EBS, PeopleSoft, JDE, SAP R/3

and Fusion Apps

Data Warehouse Data Mart

FDM/ERPI

EPM WorkSpace

Financial Reports

Smart View

Data & Meta data Data

Drill-through & Write-back

Financial Close

Planning & Budgeting

Strategy Management

Profitability Mgmt.

Seamless Data and Metadata Integration New Support for JDE and SAP FI/CO


reserved.

• Unique solution for managing key

financial hierarchies:

– Mature product with strong user base

– ERP application agnostic

• Automation of dimension alignment:

– Reduce manual efforts and errors

– Improve data quality

• Business value:

– Process alignment and simplification

– Accelerate ERP deployments & upgrades

Managing Financial Master Data: Oracle Hyperion Data Relationship Management


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Journal

Entries

Balances Financial Reporting

Ad Hoc Analyses

Analytical Dashboards

Financial Reporting & Analysis

Fusion Accounting Hub

Allocation Engine

Balances /

Drilldown

E-Business Suite GL

Data

Relationship

Management

(1)

Manage COA

segment values

and hierarchies

(2)

Synchronize COA

value sets with

one or more EBS

instances

(3)

Synchronize COA

value sets with

one or more FAH

instances

(4)

Support Fusion

and E-Business

Suite co-

existence

Chart of Accounts Management


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DRM: Proven Customer Success Communications,

Media & Utilities

Manufacturing &

Distribution Technology Public Sector Financial Services Health Care

Retail & CPG

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Hyperion EPM 11.1.2 .2 NOW Available April 2012

• Hyperion Planning

• Project Financial Planning

• Predictive Planning

• PSB Commitment Control

• HSF – Smart View

• ADF based UI revamp, bi-di support

• Hyperion Financial Management

• Configurable Dimensionality

• ADF based UI revamp

• Financial Mgmt Analytics

• Financial Close

• Account Reconciliations

• EBS/Fusion Integration

• Disclosure Management

• SEC validations

• Profitability & Cost Mgmt.

• Micro-costing

Hyperion EPM 11.1.2.1

• iXBRL HMRC Income Tax Returns

• PSFT & Financial Close Mgt. integration

Hyperion EPM 11.1.2

• New Financial Close Mgt. Product

• New Disclosure Mgt. product

• New Public Sector Budgeting module

• Hyperion Planning

• Configurable & data driven workflows

• Conditional formatting

• Smart View extensions

• Oracle tech stack optimization

Oracle Hyperion EPM Roadmap

Available since 04/2010

Available since 04/2011


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Oracle EPM is your Bridge to Fusion

Applications 1. Streamline key financial management

processes

2. Get your financial master data

in order

3. Build up EPM skill set for leverage in

Fusion

Oracle EPM is the right solution With any mix of Oracle and non-Oracle

applications

Oracle Enterprise Performance Management Bridge to Fusion Applications

Others

Strategy

Management

Financial Close

and Reporting

Planning and

Forecasting

Profitability

Management

Oracle BI Foundation


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What Partners are

Saying About the New Release


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“We are extremely excited about the potential of Oracle Hyperion Planning

applications running on the Oracle Exalytics In-Memory Machine. Our

planning and forecasting customers can now leverage more detailed data,

greater scalability with a larger number of users to deliver reduced plan

cycle time and greater accuracy across their organization”

Ramke Ramakrishnan - EPM and BI Senior Practice Director of

MarketSphere Consulting


reserved.

“Organizations that lack visibility into cost and profitability will find the

expanded features of Hyperion Profitability & Cost Management attractive.

These features allow revenues and costs to be allocated at a very granular

level. Executives gain improved insight into how customer-driven

interactions across any channel impact profitability and allow for improved

decision-making about company offerings.”

Robin Ranzal – President, Edgewater Ranzal Consulting


reserved.

““The new Account Reconciliation Manager brings the old manual account

reconciling process into the 21st century with functionality and speed,” said

Andy Levins, Solutions Architect TopDown Consulting. “The mapping

process, detailed reconciliation, and strong security help reconcile a huge

quantity of accounts in a expedient manner with a very strong audit trail.

Both clients and auditors will love this tool”.

Andy Levins – Solutions Architect, TopDown Consulting


reserved.

In Summary….

Enterprise Performance Management

• Top priority for Finance and IT

• Key strategic priority for Oracle

R11.1.2.2 Extends Oracle’s EPM Lead….

Slide 41

Oracle, a global leadership

Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 2012” by John Hagerty, Rita L. Sallam, James Richardson. 6 February 2012

Gartner, Inc., “Magic Quadrant for CPM Suites, 2012” by John E. Van Decker, Neil Chandler, Christopher Iervolino, 19 March 2012

Gartner Magic Quadrant for Business Intelligence Platforms, 2012

Gartner Magic Quadrant for CPM Suites, 2012

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Oracle.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Slide 42 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle, a global leadership Analysts are interesting, markets even more!

Oracle is #1 in WW Revenue Market Share 2011 according to Gartner’s CPM Suites

Category

Oracle’s YoY WW Revenue Market Share Growth 2011 - Market average is 16,4%

Oracle’s YoY EMEA Revenue Market Share Growth 2011

Source: Gartner’s: “Market Share: All Software Markets, Worldwide 2011,” March 29, 2012, By Colleen Graham, Joanne Correia, David Coyle, Fabrizio Biscotti, Matthew Cheung, Ruggero Contu, Yanna Dharmasthira, Tom Eid, Chad Eschinger, Bianca Granetto, Hai Hong Swinehart, Sharon Mertz, Chris

Pang, Asheesh Raina, Dan Sommer, Bhavish Sood, Marianne D'Aquila, Laurie Wurster and Jie Zhang


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