Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Accelerating EPM Deployment with Planning in the Cloud 2 Adolf Hrncir Sales Consultant

2Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Accelerating EPM Deployment with Planning in the Cloud

Adolf HrncirSales Consultant Oracle Austria

20th November 2014, Budapest

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 3

Program Agenda

Oracle Hyperion Planning Overview

Oracle Planning and Budgeting Cloud Service

Demonstration

Summary

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

Oracle Hyperion EPM Applications

• Broadest and Deepest EPM Application Coverage

• Most Integrated EPM Suite • Data, Meta Data and Process

integration with Oracle, SAP ERPs• Best in Class BI Integration• Centralized Enterprise Dimension

Management for EPM, ERP, BI

Plan for Growth, Report with Confidence, Accelerate Business Value

Enterprise Performance Management Platform

Strategy Management

Profitability Management

Planning andForecasting

Financial Close and Reporting

User Workspace, Reporting


• Manage budget process and workflow

• Top-down and bottom-up

• P&L, B/S and C/F

• Web or Excel Interface

• Revenue and cost allocations

• Driver-based planning

• Leverages Oracle Essbase – powerful reporting and analysis

Create an Efficient Budget Process through Centralized Planning


Utilize a Process Workflow Accelerate Budget Validation and Avoid Bottlenecks

• Configurable promotional path• Includes additional approvals and authorization

thresholds• Supports hierarchy-based, matrix-based and dynamic

promotional paths

• Alerts and progress monitoring• Notify, delegate and manage out of office• Planning unit and process status reports• Approvals honored on rules execution• Groups as owners


Integrated Predictive Planning Capabilities

• 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

Leverage Statistical Forecasting for Improved Accuracy


Indicates breadth, depth and flexibility of functional capabilities

Addressing Planning & Budgeting Needs Across Multiple Industries

17%

13%

10%

8%6%

5%

5%

4%

4%

3%

3%3%

3%3% 3% 3% 2% 2% 2% 1%

Professional Services Financial Services Retail Industrial Manufacturing High TechnologyCommunications Life Sciences Consumer Products Travel & Transportation HealthcareMedia & Entertainment Public Sector Automotive Utilities Natural ResourcesEngineering & Construction Oil & Gas Education & Research Chemicals Aerospace & Defense


Used by over 2500 global enterprises!


Enterprise PlanningProduct Roadmap


• Hyperion Planning 11.1.2.3 release

• Business user functionality available on Tablet devices

• Mobile app for workflow & approval

• Preserve Microsoft Excel Formatting In Planning Forms

• Predictive Planning Support For Planning ASO Cubes

• Introduction of Planning and Budgeting Cloud Service

Enterprise Planning: Highlights of past 18 months


Hyperion Planning

• Valid Member Combinations– Define valid and invalid combinations– Honored within Forms, Ad-hoc, Rules

• User Defined Planning Sand Box– Private versions for what if analysis

• Grid improvements– Instantaneous Calculations– Conditional formatting– Persist user defined formulas from Excel

• Web Form Performance Enhancements– Fast Load, tabbing and scrolling

Highlights of 11.1.2.4 release


Planning & Budgeting Cloud Service

• Multiple application deployment

• Cross application data synchronization

• API based integrations

• Out of the box Application with build-in financial intelligence– Revenue & expense drivers – Pre-built configurable financial statements– KPIs deployed based on model choices

• Cloud Marketplace deployment of PBCS Partner Applications

Winter 2014 Release

Oracle Confidential – Internal


Program Agenda with Highlight



Demonstration

Summary

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Application Offering

CXERP

HCM PBCS

Planning & Budgeting Cloud Service - PBCS


• Focus on short time to production• Effectiveness, get the job done quickly – basic functionality sought• Ease of use & mobile device access• Independence from IT• Preference for funding project via operational expense (Opex vs. Capex)

How SaaS Differs from On-Premise


What is included in PBCS?

• Robust Planning solution (browser) based on 11.1.2.3• Additional services

– SSO Integration– Diagnostics– Backup– Data and metadata loading– Integrated reporting and report creation

• Microsoft Office integration• On-premises application migration

Parts of PBCS - more than a hosted application


Flexible Deployment ChoicesCombine On-premise and Cloud Models

Approach Development System

Production Deployment

Pure On-premise

On-premise On-premise

Pure Cloud Cloud Cloud

Hybrid Cloud On-premise


Planning and Budgeting Cloud ServiceStrong Momentum: Over 150 customers in just 7 months

http://www.liveops.com/





Demonstration

Summary

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Demonstration



















SAP Integration

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Seamless integration to SAP R/3 FI & CODrill Through …

Browser

Excel

Report


Customizable SAP Source Adapter

• SAP Integration is supported using the new ERPI source adapter framework• Provision to customize the pre-packaged adapter• SAP ERP Financials 4.6c, 4.7, ECC 6.0, Enhancement Pack 3.0 and up• SAP BW (Business Warehouse) 7.0

Pre-packaged Integration


SAP Integration – Import Format


SAP Integration – Data Load Workbench


Drill Through from Planning


Drill Through from SmartView


Drill Through from Financial Reports


SAP Integration – Drill-back


SAP Integration – Drill-back





Demonstration

Summary

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• Single Point Solution For Planning, Reporting And Integration• Web and Excel access• Built-in Data integration• No Install, Hardware or DB License• No Infrastructure & Maintenance Costs• Automated Patches and Upgrades• Faster Implementation


To Learn More about Oracle EPM and Cloud

[email protected]

http://twitter.com/OracleAnalytics

www.facebook.com/OracleAnalytics

http://blogs.oracle.com/EPMhttp://blogs.oracle.com/bi_pulse

Oracle Web Site: www.oracle.com/cloud

Virtual Briefing Center: www.oracle.com/goto/vbc

mailto:[email protected]

http://twitter.com/oracleEPMBI

http://www.facebook.com/OracleEPMBI

http://blogs.oracle.com/EPM

http://blogs.oracle.com/bi_pulse

http://www.oracle.com/epm

http://www.oracle.com/goto/vbc





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Safe Harbor StatementThe preceding 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.


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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Accelerating EPM Deployment with Planning in the Cloud 2 Adolf Hrncir Sales Consultant