Oracle e Pm System 1196180660

8/2/2019 Oracle e Pm System 1196180660

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Oracles EPM System and StrategyJohn ORourkeSr. Director, Product Marketing EPM Global Business Unit


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What software company CEO flies one of these?

Larry Ellison CEO of Oracle


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The following is intended to outline our generalproduct direction. It is intended for information

purposes only, and may not be incorporated into anycontract. It is not a commitment to deliver any

material, code, or functionality, and should not berelied 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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EPM Market Drivers

Alignment

Predictability

Consistency

Transparency

Immediacy


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Business IntelligenceCustomer Challenges

Siloed

Fragmented

Inconsistent

Restricted Unintuitive

Hasnt the promise of BI

been there for the pastdecade?


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Oracles EPM Vision

Link strategic goals tooperational decisions

Transform financialmanagement processes

Monitor execution in real-time

Deliver consistent, reliableinsights to drive action

Lower costs and reducesystem complexity

Single version of the truth

Insight

PerformanceAction

SetGoals

Plan

Monitor

Analyze

Report

Align


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Introducing:Oracles EnterprisePerformance Management System

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessOLAP

Performance ManagementApplications

BIApplications

Fusion Middleware

Web Office Desktop Mobile Embedded inApplications


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Master DataBusiness Rules

Metrics/KPIs

Targets, Plans & Actuals

Set StrategicObjectives

CorporateDevelopment

TreasuryStrategies

Long-TermPlanning

Strategic Planning

Define Costing

Methods

PerformAllocations

Report &Analyze

Define CostDrivers

Cost and Profitability Management

Market-leading Suite of Finance and Strategy

Performance Management Applications

DataCleansing

ConsolidateInternal

Reporting &Analysis

ExternalReporting &Compliance

Financial Close Process

Cascade Targets

AllocateResources

ForecastingDetailed

Budgeting

Planning and Budgeting


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Most Complete Suite of BI Applications

Travel& TransAuto Comms& Media ComplexMfg ConsumerSector Energy FinancialServices HighTech Insurance& Health LifeSciences PublicSector

Other Operational& Analytic Sources

Oracle BI Suite Enterprise Edition

Prebuilt adapters:

SalesService &ContactCenter

MarketingOrder

Management& Fulfillment

SupplyChain

FinancialsHuman

Resources

PipelineAnalysis

TriangulatedForecasting

Sales TeamEffectiveness

Up-sell /Cross-sell

Cycle Time

Analysis

LeadConversion

EmployeeProductivity

CompensationAnalysis

HR ComplianceReporting

WorkforceProfile

Turnover

Trends

Return onHuman Capital

A/R & A/PAnalysis

GL / BalanceSheet Analysis

Customer& Product

Profitability

P&L Analysis

Expense

ManagementCash FlowAnalysis

SupplierPerformance

SpendAnalysis

ProcurementCycle Times

InventoryAvailability

Employee

Expenses

BOM Analysis

OrderLinearity

Ordersvs. AvailableInventory

Cycle TimeAnalysis

BacklogAnalysis

Fulfillment

Status

CustomerReceivables

CampaignScorecard

ResponseRates

ProductPropensity

Loyalty andAttrition

Market Basket

Analysis

Campaign ROI

ChurnPropensity

CustomerSatisfaction

ResolutionRates

Service RepEffectiveness

Service Cost

Analysis

ServiceTrends
http://www.peoplesoft.com/corp/en/public_index.jsphttp://www.sap.com/index.asphttp://www.siebel.com/


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Oracle Enterprise Performance Management SystemOracle Business Intelligence Foundation

Hot-Pluggable With Existing ITInvestments

Oracle

KerberosiPlanetMSFT ADNovellCustomOthers ..

Oracle Data Integrator

(Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..

Any JSR 168 PortalOracle Data Mining,

SPSS, SASOracle EBS, Siebel, SAP,PeopleSoft, JD Edwards ..

Excel, Outlook,Lotus Notes ..

Oracle RDBMS

Oracle OLAP OptionMicrosoft SQL Server &Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, TextOthers ..

Portals Data Mining Applications Desktop Tools

Security Data Access Data Integration


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Search

Pervasive Information AccessThrough a Unified BI Foundation

Ad-hocAnalysis

InteractiveDashboards

ProactiveDetectionand Alerts

MS Office& OutlookIntegration

Reporting &Publishing

Disconnected& MobileAnalytics

OLTP & ODSSystems

Data WarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Multidimensional Calculation and Integration Engine

Integrated Security, User Management, Personalization

Intelligent Request Generation and Optimized Data Access Services

OLAP

Common Enterprise Information Model

DesktopGadgets


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Customer Benefits

Faster Close & Financial Planning Cycles

Improve Confidence and Predictability

Aligns Decisions with Strategic Goals

Compare Operational Results to Plans in Real Time

Drive Insight to Action With Lower Cost & Less Complexity


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Hyperion/Oracle ProductIntegration Strategy


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Product Integration Milestones

1 Align and Certify

2 Unify and Integrate

3 Extend and Evolve


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Align browser, JDK, OS, Processor Coverage Align Language Support & Internationalization

Align Security & 802.11 Compliance

Certify with 11gR1 Database

Certify with 10gR3 Fusion Middleware

Align License Keys to Oracle Practices

Re-brand GUI and Documentation

1 Align and Certify


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Common User Interface & Workspace Common Identity Management

Common Application Server

Common Data Integration

Common Data Access & Search

Interoperability across BI Foundation

Integrated Access to Applications

2 Unify and Integrate


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Evolve Enterprise Information Model to supportFinancial Performance Management Applications

Semantic layer calculation extensibility

Extend integration between Hyperion Planningand Oracle Operational BI Applications

3 Extend and Evolve


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Driving Customer Value


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Financial Performance ManagementProduct Strategy

Expand EPM System common components Continue Hyperion application innovation

Lower TCO through better integration

Oracle platform and applications

SAP R/3 and BW

Introduce new packaged applications

Support and migrate existing Oracle andPeopleSoft customers

Financial PerformanceManagementApplications

Operational BIApplications

Web Office Desktop Mobile Embedded



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EPM Workspace Integrates ManagementProcesses into a Common Environment

Single sign on

Planning and HFM process integration

User interface filtered by security

Tabbed view of content

One place for applications, reporting

and administrative content


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EPM Architect Unifies Application Creationand Deployment

Dimension LibraryCommon, extensible

components

Dimension MappingLink Applications

Data SynchronizerProcess Synchronizations

Application LibraryOne Control Center


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Hyperion Financial Management

Simple to Customize Easy to Integrate

Financial Data Quality

Complete Audit Trails

Flexible Workflow

Powerful Reporting

Finance owned & operated

FinancialConsolidation,Reporting &

Analysis

Confidence in the numbers

Reduce cycle time Automate collection & validation

Lower cost of compliance

Speed and agility

BENEFITS

FEATURES

Improve Finance Productivity and


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Improve Finance Productivity andShorten SEC Filing Process with XBRLHyperion Financial Management 9.3.1

Capabilities Support for XBRL 2.1Specifications

Support for schema, contextand units

Define any text in report as

XBRL fact

Benefits

Improves transparency

Eliminates rework andpotential for errors

Compliance with SECVoluntary Filing


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Hyperion

Financial

Management

HyperionFinancial

Data QualityManagement

XBRL/SECFinancial and Mgmt.

Reporting

ERP:Oracle,SAP,

Legacy,Other

Infrastructure Services

TaxFiling

Oracle GRC Manager

Reconciliations

CFO Dashboard

TaxCalculations

Transactions

Oracle/Hyperion

CFO

CIO

Reporting

Application Configuration Controls Application Access Controls

Integrated Governance Risk and Compliance

Partner


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Roadmap Focus on EPM System, ERPIntegration and Scalability

Hyperion Financial Management System 9

EPM Architect Enhancements

Common Calc Manager

Lifecycle Management

Delegated User Management & Admin

64 Bit Platform Support

Reporting Accelerator

Oracle Platform Integration

Identity Management, Portal, BI Tools

Drill-back to transactional systems

Integration with Oracle GRC offerings


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Hyperion Planning

Strategic Planning Modeling & Simulation

What-if Analysis

Excel Integration

Enterprise Collaboration

Native Reporting & Analysis

Planning &Budgeting

Applications

Speed

Accuracy

Align finance and operations Accountability

Visibility to past, current andfuture business performance

BENEFITS

FEATURES

C it l E Pl i A li ti


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Capital Expense Planning ApplicationNew with Planning 9.3

Packaged application Plan for asset

purchases and assetrelated expenses

Transfer, retire, andimprove assets

Directly linkedto main plan

Interfaces withexternal systems

I t t d B i Pl i T l


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Integrated Business Planning Topology

Application Foundation

Analysis and Reporting

Goal Setting

Financial Modeling

Financial Planning & Budgeting

Strategic Operational Planning

Functional Operational Planning

Functional Execution

Business goals

Long Range Targets

Annual Targets

Operational Policies

Execution PlanExecution Status

Baseline Plans

Aligned Plans

Integrated Business Plan

Metrics and Scorecards


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Interlace Dynamic Planning Server

Change Based Modeling Engine

ImpactAnalyzer

ScenarioManager

FederatedModeling

ModelDesigner

Application and Process Layers

Strategic Operational Planning Server

Planning, Analysis and Reporting

Relational Databases (Oracle 9i and 10g, SQL Server)

Review exception messages Analyze the plan

Change assumptions

Evaluate Scenarios

Approve Changes

Update Plan of Record

J2EE based technology

Data and User driven modeling

Intelligent Scoping for Recalculation

Planning Roadmap Focuses on EPM System


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Planning Roadmap Focuses on EPM SystemComponents and New Planning Modules

Hyperion Planning System 9

EPM Architect Enhancements

Common Calc Manager

Lifecycle Management

Planning for Banking

Delegated User Management & Admin

Hyperion Strategic Finance System 9 Smart View Integration Strategic Finance, Performance Scorecard

Integration with Crystal Ball

Oracle Platform Integration Identity Management, Portal, BI Tools

Integration with operational planning modules

H i P fit bilit M t


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Hyperion Profitability Management

What it does: Cost, revenue & profit reporting and analysis

Cost management: ABC, Traceability Maps

Profitability by product, customer, region, channel, brand etc

Customer segment analysis, Customer cost-to-serve

Profitability planning and resource optimization

Whats in it: Allocation Engine for Costs and Revenues (new)

Traceability Map (new)

System 9 Technology (Essbase, Relational Store)

Web Analysis, Financial Reporting & Visual Explorer

Pre-defined templates for reports/vertical content


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Oracle BI Foundation

B i I t lli F d ti


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Business Intelligence FoundationProduct Strategy

Comprehensive BI Foundation Common technology for EPM, BI Applications and Data Warehousing Single, integrated platform architecture

Unified enterprise information model

Pervasive Information Delivery Layer

Common workspace

All styles of reporting and analysis

Range of real-time and event-based capabilities

Hot-Pluggable with Existing IT Investments Transaction systems

Database

Middleware Financial PerformanceManagementApplications



Financial PerformanceManagementApplications




O l BI S it E t i Editi Pl


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Oracle BI Suite Enterprise Edition PlusPervasive Information Delivery

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,Custom Apps

FilesExcelXML

BusinessProcess

Financial

PerformanceManagementApplications

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

HyperionEssbase

Oracle BI Server

Common Enterprise Information Model

Reporting & Publishing

Financial Reporting

BI Publisher

Interactive Reporting

SQR Production Reporting

Web Analysis

Ad hocAnalysis

ProactiveDetectionand Alerts

MicrosoftOffice

InteractiveDashboards


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Richest

BusinessUser

Experience

Superior Tools for the Business User

Broadest Analytic functionality

Speed of Thought response

Most HighlyAdvanced

CalculationEngine

Best CustomAnalytic

Environment

Superior Calculation Power Comprehensive library of functions

Extensive Financial and Time Intelligence

Optimized Storage Enterprise scale Forward Looking applications

Premium Performance

Essbase is a Core to Oracles BI Foundation

N R l Ti E b C b


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Near Real Time Essbase CubesHyperion Essbase 9.3.1

Trickle Feed into a persisted ASO cube Disk-based cubes

With any and all aggregations

Cube is online through the process

Read & Write can co-exist with trickle feed

Complete Time Flexibility


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Complete Time FlexibilityHyperion Essbase 9.3.1

Supports Any Calendar Gregorian

Retail

Manufacturing

Promotion

Fiscal Year Support Time intelligent functions

A variety of time periods:Day, Week, Month,Quarter

Years viewed as 12months or 13 periods

Enhanced Hyperion Essbase Integration


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Enhanced Hyperion Essbase IntegrationHyperion Interactive Reporting 9.3.1

Shared members Ragged hierarchies

Attributes

Server-side ranking,

filtering and sorting Dynamic time series

Advanced member

selection

Duplicate member

names


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EPM/BI Activities at Open World

180 sessions, 80 sessions in the Hyperion progam

Key Customers: Alcoa, Verizon, BT, Cisco, Office Depot, Toyota,

Fifth Third Bank

Hyperion Customer Welcome Reception

Pre-marketing

OOW Guide to EPM/BI Sessions

40 demo stations

Customer Videos

Suggested Sessions OpenWorld 07


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Suggested SessionsOpenWorld 07

Session # Title Speaker

SS291712 Introduction to Hyperion

Financial Management

Dominick DiPaolo

Oracle

S291720 Enterprise Planning withHyperion Planning andStrategic Finance

Ivo Bauermann

Oracle

S291730 Introduction to Hyperion

Profitability Mgmt

Don Bean, John ORourke

OracleS291708 Oracles Roadmap for

Hyperion EPM ProductsSrikant GokulnathaOracle

S293041 Customer Panel: EPM atWork

Verizon, BT Group, Alcoaand others

S292739 Implementing BI and EPM BT Group plc

S292741 Best Practices in EPM Symantec

S293042 Improving the Quality ofInformation

Dell/Deloitte

Top 10 Reasons the Oracle Acquisition is


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Top 10 Reasons the Oracle Acquisition is

Good for Hyperion Customers

10. Access to the industrys most complete EPM system

9. Continued/increased R&D on Hyperion products

8. Extended support for Hyperion products

7. Improved integration with Oracle platforms

6. Improved integration with Oracle applications

5. Hot-Pluggable with other environments i.e. SAP

4. Over 90% of Hyperion staff have been retained

3. Attend Oracle OpenWorld - meet 40,000 new friends

2. If red is your favorite coloryoull love Oracle

1. How else can you see Larry Ellison, Billy Joel, StevieNicks and Lenny Kravitz all in one night!


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How to get connected and stayinformed

Subscribe to Oracle Publications


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Get timely product, service, and technology information fromOracle, subscribe to Oracle publications and joincommunities.

Visit www.oracle.com/goto/subscribeUser name = your email addressIf you don't have a password, click "Sign Up" to create one.

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http://www.oracle.com/goto/subscribehttp://www.oracle.com/goto/subscribe


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Listen to Oracle AppCasts

Listen to application podcasts to hear best practices forconfiguring, deploying, and managing your Oracleapplications.

Visit http://www.oracle.com/applications/podcasts.html

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http://www.oracle.com/applications/podcasts.html


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Oracle Users Groups

Oracle is committed to communicating and interactingwith its independent users groups around the world.

More informationwww.oracle.com/hyperion

www.hyperion.com/usergroupshttp://www.oracle.com/technology/community/user_groups/

International Oracle User Group Communitywww.iouc.org

Questions

[email protected]
http://www.oracle.com/hyperionhttp://www.hyperion.com/usergroupshttp://www.oracle.com/technology/community/user_groups/http://www.iouc.org/mailto:[email protected]:[email protected]://www.iouc.org/http://www.oracle.com/technology/community/user_groups/http://www.hyperion.com/usergroupshttp://www.oracle.com/hyperion

Documents

Oracle e Pm System 1196180660