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Enterprise Performance Management Strategy & Roadmap

Matthew Bradley SVP Development Business Analytics June, 2015

Oracle Confidential Internal/Restricted/Highly Restricted Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

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 Oracles products remains at the sole discretion of Oracle.

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Overview

Oracle Business Analytics Strategy

Any Data

Packaged Analytic and EPM Apps

Engineered Systems

Integrated Tools

In The Cloud

On-Premise

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal/Restricted/Highly Restricted 4

EPM Objectives


New regulations Disruptive competitors Changing consumer demands New products/markets Black Swan or Geo-Political events

Modern Finance is evolving from governance to guidance


Enterprise Planning


Oracle Hyperion Enterprise Planning Solution Extend Planning across the Enterprise

Profitability & Cost

Management

Long Term Financial Planning

Planning, Budgeting and Forecasting

Predictive Modeling & Simulation

Specialized Modules

Workforce Planning

Systems and Hardware

Middleware Database

Capital Asset

Planning

Project Financial Planning

ERP: Oracle, SAP,

Legacy, Other

Data Assurance

Enterprise Planning Analytics Dashboard


Expand Planning Across the Enterprise

Sales/Product Managers

Cost Center Managers

LOB Execs.

Finance

Leverage the Wisdom Beyond Finance

Financial Models Driven by Operational Detail

Blurring the lines between financial and operational planning 10s

100s

1000s


Hyperion Planning Effortless Employee Experience

Spreadsheet like Interactivity with larger data sets Rapid loading of large forms

Quick cell to cell navigation & scrolling

Support for shortcuts

End users being able to extend the model Adding a Member on the Fly

Embedded Advanced Predictive Planning Time series forecasting with even more history

Futures: Auto Calculations

Sandboxing

Excel like formulas

Increased leveraging of statistical modeling Driver Based predictions

Risk-Driven planning


HPCM for Management Reporting

New Ledger Model Type

Tighter Integration with HFM / GL

Analysis Support for Management Ledger

Extend leverage of Exa platforms for performance Parallel calculation enhancements

Operational Transfer Pricing solution

Oracle Confidential Internal/Restricted/Highly Restricted 10

FDMEE

GL

HFM

Journals

Journals

Enriched Data: Operational Data Additional Dimensions Allocations Adjustments Custom Calculations Multiple Scenarios

HPCM

BIFS

Smart View

Financial Reporting

Expand Access: Financial , Business & Operations Analysts Tax Department Marketing & Sales


Financial Consolidation & Close


Implementing a World Class Close

Oracle Hyperion Financial Close Solution

Financial Close Management

Close Manager Account Reconciliation

Manager

Supplemental Data Manager

Journal Entry Manager

ERP: Oracle, SAP,

Legacy, Other

Financial Management Analytics Dashboard

Data Management

Systems and Hardware

Middleware

Database

Financial Consolidation

Tax Provision

Operational Transfer Pricing

Internal & Statutory Reporting


Engineer Predictable Performance

Efficient

Precise

Repeatable

Scalable

Extensible

Breaking the mould of a Confident Close


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

Hyperion Financial Management Lighter, Faster, Simpler & Portable


Early Customer Feedback Consolidation Performance

And on Exa we see a 2x improvement over Windows

Application Size Current

Customer Based Users Accounts Entities Custom Release PS4

Commodity trader & mining Switerzland 450+ 2K+ ~3K 400+ 120 mins 6 mins 20X Banking and Financial Services UK 850+ 10K+ 15K 3K+ 58 mins 21 mins 2.5X Industrial - building material France 800+ ~3.5K 12k+ 400+ 40 mins 5 min 8X Manu. - Electrical Equipment US 1250+ 2K+ 6K+ 2K+ 180 mins 15 mins 36X Manu. - Home Imp. /Housing US 400+ ~3.5K ~1K+ 100+ 2X


New FCM Module: Supplemental Data Manager

Management of supplemental data Financial and Non-Financial

Bank Line of Credits, Capital Lease commitments, Debt details, Investment Details, Derivative Schedules

Workflow and collaboration

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

Standardize and Automate Supplemental Data Collection


New Tax Module: Hyperion Tax Governance

New module within Tax Suite

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)

Workflow and control framework for Corporate Tax


Integration

Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 19

An agile enterprise implies proactively managing change

Change Is Constant

IT Complexity Silos, Co-existence, System Consolidation, Migration,

Upgrades

Business Complexity Geo Expansion, New Markets,

Business Analytics, Product Innovation and Profitability

Regulations & Policies

Financial Reporting, Audit, Industry-specific, Corporate

Policies

Business Transformations

Mergers, Acquisitions, Spinoffs, Divestitures, Reorganizations

Change Events

Data Relationship Governance DRM integration with PBCS DRG approvals in EPM Mobile Improved scalability and performance Import/Export Enhancements


Files, Excel, XML

Other Systems

Oracle EBS, PeopleSoft, JDE, SAP R/3

and Fusion Apps

Data Warehouse Data Mart FDMEE

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


Smart View

Financial Management

Provider

Provider Services

Reporting & Analysis Provider

Essbase Planning HFM SaaS Reporting & Analysis

Smart View Client

for

HTTP(s)

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Provider

OBI EE

OBI EE Provider

Planning/PBCS

Provider


Leveraging OBIEE with EPM

Native access from OBIEE to EPM

Essbase

HFM OFMA

Adding Planning 11.1.1.9 Supporting Details

Process Management

Smart Lists etc.

Launched from within the workspace



On-Premise Futures


18 Month Roadmap PSU100

HFM/Exa Insights with rule profiling

Certification for Exa T5

Journals Workbench

LCM for SDM and Tax Supplemental Schedules (TSS)

SmartView for TSS

Post PSU100

SDM Currency as a System Dimension

Currency Translation

Portfolio wide PSU 11.1.2.4.500

Simplified repository for workspace/FR

Embedded analytics for DRM and HPCM

Planning: Sandboxing,: Auto calc & save: Calculated fields

12.x.x.x release

Uptake of FMW 12

Transaction Matching

Revamped FR new charting engine and web based studio

HFM Simulations

Wider FUSE Adoption


EPM Cloud


of companies currently use or will consider deploying EPM in the cloud over the next year

Finance Sees Value of Cloud Computing

> 75% Source: Oracle 2014 Top Trends Research


As of January 2015

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

500+ Customers to date

30500+ End Users and growing!

Available and Supported Globally 24 X 7 X 365

Oracles EPM Cloud Leadership


PBCS - Enterprise

Access to planning and the following modules all for a single per user per month fee

Includes Capex; WFP; simplified PFP; Financial Statement planning

Available within a FUSE based interface

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Social Is All About Collaboration The average worker collaborates with 10 or more people to accomplish daily tasks


Value of Narrative Reporting

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 Weak security to support Need

to Know access to content

Insufficient collaboration features for centralized commenting on content

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

Looking at Data Only. What does it tell you?

Looking at Data + Narrative What does it tell you?


Addresses the needs of external (statutory) and internal (management) reporting needs

Combines narrative-based management and statutory reporting needs in one service

Comprehensively address authoring, collaboration, commentary and delivery needs via a Report Package

Deliver secure, auditable, and role-based access to users, on desktop and mobile devices

Built on a modern, cloud-native technology architecture

Mobility, Consumerization, Self Service

Rapid time-to-value and lower cost of ownership

Introducing: Enterprise Performance Reporting Cloud Service Available Spring 2015


Oracle EPM Cloud Oracle EPM Cloud is Proven

Based on Hyperion EPM technology deployed at thousands of global customers Infused with self service operations and overhauled cloud management enhancements Spans the needs of corporate and operational finance across management and statutory

processes

Oracle EPM Cloud is Comprehensive Planning and Budgeting Cloud Service: General Availability Enterprise Performance Reporting Cloud Service: General Availability Financial Consolidation Cloud Service: Active Development Account Reconciliation Cloud Service: Active Development Cost & Profitability Management Cloud Service : Active Development Essbase Close Service : Active Development Tax Provisioning & Governance: Active Development


Hybrid Deployments Adding an SaaS module to an existing on premise deployment

Traditional Consolidation customer adopting Planning for the first time Existing Planning customer extending down through the organization leveraging the cloud On premise customers transitioning over to the cloud On premise customer adopting FRCS

Integration Use Cases Application migration leveraging LCM Metadata Governance with DRM Data integration with FDMEE Integrated reporting leveraging FR or SmartView Common security provided by Federated SSO Process integration over RESTful Web Services


Documents

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