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Introduction to Hyperion Planning
Kai Wong NorCal OAUG Jan/2010
Sales Consultant
Agenda
• Understanding customer needs
• Solving planning issues
• Our unique value
• Demonstration
• Summary and questions
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How does One Build the Budget?
• Management reviews the budget and…
• Finance creates the forms
“Repeat this cycle until either the management
team is happy with the budget or budget
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• Managers input their data by accounting period
• Finance aggregates the budget
team is happy with the budget or budget
managers lose their will to live” Gartner
<Insert Picture Here>What Are the
Challenges?
Planners like you, say…
“High processing time due to lack of strategic guidance and missing link between financial and operational plans”
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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”
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Solving Planning Issues
How?
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Capital Planning
Strategic Planning
Project Planning
Operational Planning
Revenue / P&L Planning
Integrated Business Planning
Budgeting
Rolling Forecasting
ONE
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Project Planning
Enterprise Planning
Capacity Planning
Budgeting
Organization-wide Planning
Closed-loop Budgeting
ONEPlanning Platform
Most Complete EPM System
Oracle EPM System
Strategic Planning
EPM Workspace
Planning & Forecasting
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•Excel
•XML
•Other
•Systems
•Oracle, Siebel,PeopleSoft, SAP, Custom
•Data WarehouseData Mart
Financial Close
Data Validation and Management
Profitability Management
Hyperion PlanningShortens Planning Cycles and Improves Business
Predictability
• Powerful workflow and
process management
• Intuitive interface
• Robust data integration
• Leverages Essbase –
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powerful reporting and
analysis
• Scalable web infrastructure
• Special-purpose planning
modules for fast deployment
Oracle’s Hyperion Planning – Delivering
Predictable Results
• Accuracy – one planning platform for all the modules,
improving processing time and accuracy, as well as
reducing the maintenance overhead
• Performance – Essbase, award winning OLAP
engine, boosting the scalability and performance of
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any planning application
• Simplicity – one reporting workspace enabling real
time, side-by-side planning, forecasting and analysis
Fundamental Capabilities
CAPABILITY DETAIL
Planning and
Analysis
Fully embedded into BI and Microsoft Office for real-time
reporting and analysis
Modeling The ability to model at the operational level, assessing
impact to the overall strategic plan
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impact to the overall strategic plan
What-if See the business impact of changing business drivers to
make intelligent decisions
Collaboration Technology that allows the entire user community to
communicate and plan in real time as well as offline
Top-down/Bottom-up Bi-directional planning capabilities to promote accuracy
and accountability
Oracle Hyperion Planning
Demonstration
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Oracle’s Hyperion Planning – Delivering
Predictable Results
• Accuracy – one planning platform for all the modules,
improving processing time and accuracy, as well as
reducing the maintenance overhead
• Performance – Essbase, award winning OLAP
engine, boosting the scalability and performance of
Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 12
any planning application
• Simplicity – one reporting workspace enabling real
time, side-by-side planning, forecasting and analysis
Fundamental Capabilities
CAPABILITY DETAIL
Planning and
Analysis
Fully embedded into BI and Microsoft Office for real-time
reporting and analysis
Modeling The ability to model at the operational level, assessing
impact to the overall strategic plan
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impact to the overall strategic plan
What-if See the business impact of changing business drivers to
make intelligent decisions
Collaboration Technology that allows the entire user community to
communicate and plan in real time as well as offline
Top-down/Bottom-up Bi-directional planning capabilities to promote accuracy
and accountability
Delivering Predictable Results
Unique Value
1
2
Accuracy
Performance
Simplicity
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Customers
Next Steps
2
3
Over 3000 clients’ ROI
Discovery session
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