Hyperion Pre Sales

Copyright 2008, Oracle and/or its affiliates. All rights reserved. *About this PresentationAudience: Finance and IT Executives, New or Existing Customers, PartnersSpeaker: Sales Execs, Product Marketing Staff (needs to be scripted)Objectives:High level overview of Hyperion PlanningArticulate customer challenges and how we solveIncludes customer examples that can be replaced or expandedCan be used in seminars or early stages of sales cyclesLength: 23 slidesAuthor: Ivo Bauermann, Andreea Vasiliu Product MarketingInitial Release August 1st, 2007, updated January 2008Feedback please send any comments or suggestions to the author

Copyright 2008, Oracle and/or its affiliates. All rights reserved.

Copyright 2008, Oracle and/or its affiliates. All rights reserved. *


Hyperion Planning Delivering Predictable Results Presenters NamePresenters Title



What Are the Challenges? Planners like you, sayHigh processing time due to lack of strategic guidance and missing link between financial and operational plans

Low plan accuracy (variance accuracy) due to inaccurate data

Limited level of detail for the budget

High number of Excel sheets that need maintenance

Need to expand to: rolling forecasts, operational planning, investment planning, bulk updates, pre-built depreciation calculations, version control



Oracle Addresses These Challenges. See What Our Customers Have to Say


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Creating a Healthy ROI at Oregon Graduate InstituteOGI School of Science & Engineering is one of four schools of Oregon Health & Science University, a leading health and research university with $307 million in research funding in 2007.ROI: $1.5 Million Annually

BEFOREVariance between budget and actual20%Variance between forecast and actual15%FTE (full time employees)15Processing time5 Months

AFTER7%3%86 Weeks


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Ensuring a Smooth Planning Process at ING

BEFOREFirst budget iteration took 8 weeks, while transferring employees or departments took 10 daysCreation & distribution of the Excel templates took 4 weeksThe data was not dependable for management to make business decisionsCorporate budget group employed 9 people to maintain the process and offline system

AFTER First budget iteration takes only 4 weeks Reorganizations down to 24 hoursA very detailed expense budget that utilized over 700 accountsEach individual employee was budgeted (60,000 in phase 2)For the first time ever ING had three-dimensional reportingSeveral new reports enable managers to analyze the business (i.e. year over year quarterly comparison)


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Improving Strategic Planning at Telenor

BEFORE6 different analysis/reporting tools4-6 financial data warehouse solutionsNo common tool for budgetingDependency on external consultantsMany information silos, no analysis across the companiesMany user interfaces to work with processes across many systems

AFTERManage strategy and initiatives on a regular basisAgenda for the monthly management meeting is determined by the status indicators on the strategic objectivesStrategic objectives tie into measures and initiativesCost-cutting through process, system, and information standardization


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Challenges Solved

CHALLENGEProcess time reductionImproved accuracy (variance)Increased level of detail for the budgetNumber of Excel sheets replacedNumber of full time employeestransferred to analysisROIExpand to

RESULTS AFTER IMPLEMENTING ORACLES HYPERION PLANNING SYSTEM 950-82% time reduction65-80% improvement in accuracy700 accounts and over 60,000 employees2000+ Excel spreadsheets8 FTE transferred from budget to analysis$1.5M return on investmentRolling forecasts, operational planning,investment planning, bulk updates, pre-built depreciation calculations, version control



Solving Planning Issues How?


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Capital PlanningStrategic PlanningProject PlanningEnterprise PlanningCapacity PlanningOperational PlanningRevenue / P&L PlanningIntegrated Business PlanningBudgetingOrganization-wide PlanningClosed-loop BudgetingRolling Forecasting


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Hyperion PlanningShortens Planning Cycles and Improves Business PredictabilityPowerful workflow and process managementIntuitive interfaceRobust data integration Leverages Essbase powerful reporting and analysisScalable web infrastructureSpecial-purpose planning modules for fast deployment


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Oracles Hyperion Planning Delivering Predictable ResultsAccuracy one planning platform for all the modules, improving processing time and accuracy, as well as reducing the maintenance overheadPerformance Essbase, award winning OLAP engine, boosting the scalability and performance of any planning applicationSimplicity one reporting workspace enabling real time, side-by-side planning, forecasting and analysis


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Fundamental Capabilities

CAPABILITYDETAILPlanning and AnalysisFully embedded into BI and Microsoft Office for real-time reporting and analysisModelingThe ability to model at the operational level, assessing impact to the overall strategic planWhat-ifSee the business impact of changing business drivers to make intelligent decisionsCollaborationTechnology that allows the entire user community to communicate and plan in real time as well as offlineTop-down/Bottom-upBi-directional planning capabilities to promote accuracy and accountability



Unique Value. Market Leader, Check for Yourself.



The 21 Irrefutable Laws of Leadership John Maxwell, 1998Leader is a person that has followers

The Law of Solid Ground: Trust is the foundation of leadership


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *1992 Morgan Stanley1992 Toshiba 1992 Logitech1995 Carnival Cruise Lines1996 Nationwide 1997 Pfizer1989 Philip Morris USA1999 Heineken2000 Motive Communications2000 Olympus2001 All Seasons Services Inc., Autonation2002 Pepsi, Wellpoint2003 Telenor2004 Toyota, UMB Bank2005 Norway PostBudgeting & Planning Customers


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Oracle Leads the MarketGartner: Magic Quadrant for CPM Suites, 2007 The Magic Quadrant is copyrighted 19 December 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Oracle. Source: Gartner, Inc., Magic Quadrant for CPM Suites, 2007 by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007.


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Weve provided planning solutions for 13 yearsOracle has over 3000 clients using its planning solutionsIn the last 5 years we increased the number of planning clients 5 times 5133000Some Key Numbers


Copyright 2008, Oracle and/or its affiliates. All rights reserved. *Delivering Predictable ResultsCustomers Next Steps Unique Value 123AccuracyPerformanceSimplicityOver 3000 clients ROIDiscovery session




*****Create forms to collate departmental budgetsBudget managers input their budgets by accounting periodWe create the aggregated budgetManagement reviews the budget and..Hyperion can simplify and speed up this process customer examples, and talking to our repsGartner: Extend Budgeting and Planning Projects Beyond Finance to Maximize Benefits (2006)*********Hyperion System 9 Planning OverviewKey Points:Hyperion System 9 Planning is the heart of Hyperions Enterprise Planning solution and where companies optimize the use of corporate resources to attain strategic goals.It is a centralized, Web-based planning, budgeting and forecasting solution that drives collaborative, integrated, event-based planning processes throughout the enterprise This module was designed to address a wide range of financial and operational planning requirementsKey Features include:Powerful workflow and process management create/distribute/aggregate plans and forecasts, support for audit trails, task lists, hierarchical and matrixed organizations, approvals, and email notification and alerts.Flexible modeling supports event based planning, top-down and bottoms-up planning, and cascading plans; conduct what-if analysis.Powerful reporting and analysis sophisticated analytics powered by Hyperion System 9 Essbase Analytics, production quality reports (on demand, batch, scheduled) with drill down capabilities.Robust data integration open, bi-directional, seamless, and real-time/batch integration to any data source.Business Rules utilizes graphical interface that automatically documents and validates rules, includes re-useable components, and pre-defined formulas.Scalable Web infrastructure easy to deploy, zero footprint, and high scalability and performance (2400 users within 5 secs).Hyperion System 9 Planning is designed to shorten planning cycles, improve the accuracy of plans and forecasts and enhance business predictability.

*Increase productivity with an intuitive and easy to use environmentReduce business risk by providing timely and accurate informationLower TCO by simplifying deployments with a single system**Dell Computer20008Alcoa Inc12112BT Plc7040Lockheed Martin Corporation6020Turkiye IS Bankasi A.S.4583Telenor Asa4004Credit Suisse3916Newmont USA Limited d/b/a Newmont Mining Corporation3818Petrobras3334Hyatt Corporation3004Symantec Corporation2999Posten Norge AS2949Banca Nazionale Del Lavoro S.p.A2887Toyota Motor Credit2498 + 500

***Amongst the big competitors we are really #1, SAP came in 99, OutlookSoft in 2000, Cognos acquired Adaytum in 2003, Oracle OFA in 96 We also havearound 3000 clients running our planning solutions - Cognos had more then 1500 on Adaytum software (2003) and the others don't report it...but I am sure Oracle/Peoplesoft have more after the acquisition, just the product is being re-written to merge funactionality.Philip Morris USA bought in 1989 and are Gold reference on HP 3.5 (Jim Curtis/Mary Lynch)Hyperion also has more then 540 clients on Hyperion System 9 Planning. 1582 (Feb 2007) Planning clients.Our track record shows that we always focused on the customer needsWeve built their requirements into the product architectureWe continue to invest in our Planning solution by investing in thought leadership

*Oldest client and still with Hyperion: Carnival Cruise Lines, customer since 1995, upgraded to Hyperion System 9Pfizer, bought Pillar in 1997 and using Planning right now. They started the upgrade to System 9Heineken, bought Pillar in 1999 and upgraded to Hyperion Planning

*NOTES: THIS SLIDE MUST BE USED AS IS WITHOUT ANY CHANGES OR MODIFICATIONS.THIS SLIDE IS APPROVED BY GARTNER FOR EXTERNAL USE BY ORACLE UNTIL DECEMBER 18, 2008. AFTER THIS DATE WE CANNOT USE THIS SLIDE BECAUSE IT WILL BE MORE THAN ONE YEAR OLD. WE SHOULD HAVE A NEW MAGIC QUADRANT FOR BUSINESS INTELLIGENCE PLATFORMS GRAPHIC BY THAT DATE WHICH CAN REPLACE THE ONE IN THIS SLIDE.

PLEASE DIRECT ANY QUESTIONS TO GEOFF MCDONALD ([email protected]).

**Do you want to keep your 10-year old tools, or partner with the LEADERS?Capex, MDM a.k.a. Data Relationship Management, Strategic Finance, Performance Scorecard

***

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Hyperion Pre Sales