v11 Upgrade for Oaug-TopDown

8/13/2019 v11 Upgrade for Oaug-TopDown

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Hyperion Enterprise Performance Management

(EPM) Applications V11

Len Romano, Regional Director-Central


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TopDown Consulting, Inc.

At a Glance Oracle Certified Advantage Partner

Over 400 successful customers globally

Differentiators

Experts in EPM and BI solutions

Financial Reporting and Close Cycle

Planning, Forecasting, and Modeling

Operational Reporting and Analysis

Scorecards and Dashboards

Proven Project Success Methodology

Infrastructure and Technical Expertise

TopDown Migration Manager

Create

Strategic VisionDefine Project

Goals

Implement

Solutions

Develop

Client Expertise

Quantify

Success

SUCCESS

RECOGNITION

VALUE

ACHIEVEMENT

CONFIDENCE


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What is Enterprise Performance Management

Set of integrated, closed-loop management andanalytic processes, supported by technology, that

address financial as well as operational activities

Enables businesses to define strategic goals, and

then measure and manage performance

Core processes linked to organizational strategy

Financial and Operational Planning

Consolidation and Reporting

Modeling & Analysis

Monitoring of KPIs


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What version do I use?

System 9 EPM Fusion Edition v11

Premier support for v9.3 endsJan 2012

Premier support for v11.1 endsJul 2013


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Oracle Performance Management ApplicationsStrategic Produc ts

DOMAIN PRODUCTS

Strategic Planning Hyperion Performance Scorecard

Hyperion Strategic Finance

Oracle Crystal Ball

Planning & Budgeting Hyperion Planning

Hyperion Workforce Planning

Hyperion Capital Asset Planning

Oracle Integrated Operational Planning

Financial Close Management Hyperion Financial Management

Hyperion Financial Data Quality Management

Cost and Profitability

Management

Oracle Hyperion Profitability and Cost Management

PeopleSoft Activity Based Management

Oracle EBS Profitability Management

Oracle OFSA


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Oracle Performance Management ApplicationsCont inued Suppo rt

DOMAIN PRODUCTS

Strategic Planning Oracle Balanced Scorecard

PeopleSoft Scorecard

Planning & Budgeting Oracle Financial Analyzer

Oracle Planning & Budgeting

PeopleSoft Planning & Budgeting

Hyperion Pillar

Financial Close Management Hyperion Enterprise

Oracle Financial Consol. Hub

PeopleSoft Global Consolidations

Cost and Profitability

Management

Oracle EBS Activity Based Management

Hyperion Business Modeling


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Oracle EPM Fusion Edition

Whats New and Key Features


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EPM Workspace

BI Applications

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management

Applications

Web AlertsOffice MobileDesktop Search

EPM Workspace


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Oracle EPM WorkspaceOne Window, no t Two

Self-servicePersonalization

Contextual navigation

OBIEE and BI Publisher

integration WebCenter integration

Spans all solutions

in the Oracle

EPM System


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Common Foundation Services

Common UserProvisioning

Common Application

Administration

NewCommonCalculation Manager

New - Common

Installation and

Configuration

New - Common

Lifecycle Management


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New Common Calculation ManagerSimpl i f ies Business Rules Developm ent


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EPM ArchitectUnif ies Appl icat ion Construc t ion Lower ing TCO

Dimension LibraryCommon, extensible

components

Dimension MappingLink Applications

Data SynchronizerProcess Synchronizations

Application LibraryOne Control Center


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Oracle Hyperion Financial ReportingNew Annotat ions & Threaded Dialogs


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Performance Management Applications

BI Applications

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI Applications

Web AlertsOffice MobileDesktop Search

Performance Management Applications

Strategy

Management

Business

Planning

Profitability

Management

Financial

Reporting &

Compliance


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Hyperion PlanningNew Features

Enhanced Data Form Usability

Smart View:

Smart Slices

Adhoc Analysis

User Interface Enhancements Member Aliases Displayed

Document Attachments

Workspace documents

External document repository

Drill-through to Oracle EBS Financials

via FDM

Oracle Data Integrator Support


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Hyperion Smart ViewNew Features

Adhoc Reporting

Stylized Output:

Formats

Tables

Charts

Formulae

Data Entry and

Apps Processing

Word and PPT

Now works withOBIEE as source


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Hyperion Financial ManagementNew Features

New Equity Pick-up Module

Phased Submissions

Enhancements

Intercompany Transaction

Enhancements Oracle BI Publisher Templates

for System Reports

Extended Analytics Creation

of Flat Files

Extended 64 Bit Platform Support

Drill-through to Oracle EBS Financials via FDM

Oracle Data Integrator Support


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SOURCE

SYSTEMS

Financial Data Quality ManagementNew ERP Sourc e Adapter

Data cleansing

and

transformation

Task scheduling

Text and

document archive Audit review

Data staging

Prepackaged integration

Data loading including

supplemental data, line

item detail

Dimensional mapping

verification Process management

Excel

G/L

ERP

Flat files

ETL

repositories

Oracle EBS

Hyperion

Financial

Management

Hyperion Planning

Hyperion Essbase

HyperionEnterprise

Data Marts

DATA

PREPARATION

SERVER

EPM

SYSTEMS

GUIDED WORKFLOW USER INTERFACE

EPM

Adapters


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Hyperion Financial Management

Hyperion Planning

Oracle Account Analysis

and Drill-Down for both

Actual and Budget

Hyperion FDMOracle EBS R11

Drill-through to General LedgerIns ight into Ac t ion in a Single System


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Oracle Hyperion Strategic FinanceNew Features

Graphical Interface Enhancements

Automated Export to Essbase

Support For FDM

Drill-back to Source for

Root Cause Analysis

Forward Audit Trail for

Auditors & Compliance

Cell Text Annotations

Visual Scenario Analysis

using Monte Carlo Simulation

through Oracle Crystal Ball


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Oracle Hyperion Performance ScorecardNew Features

Portlet Pages Oracle, SAP, IBM, BEA, MSFT

Multi-Value Targets

Scores Calculated using

Targets Differing Target and

Result Frequencies

Simultaneous Target and

Result Entry

Period to Date Results

Embedded Custom Reports

User Interface Improvements


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Hyperion Profitability and Cost ManagementProvide Ac t ionable Ins ights in to Cos ts and Prof i tabi l i ty

A packaged application that drivesbusiness performance by:

Discovering drivers of cost and

profitability

Empowering users with visibility

and flexibility

Improving resource alignment

Leverages the power of Essbase

Designed for the business user

Leverages existing IT investments


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Oracle Essbase StudioSingle Design Environm ent Fosters Reuse, Cons istency

Unifies modeling of many sources Structured relational

Unstructured relational

Flat files, XML files

EPM Architect Dimensions

OBIEE

Enables reuse at a granular level

Reuse of hierarchies, metrics, cube schemas

Lineage tracking

Drill anywhere Relational

OBIEE, BI+ repository

URL, FDM

Essbase, Java method


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Essbase Enhancements DeliveredOptim ized Mult i -Dimensional Calcu lat ion Engin e

Varying attributes

Text and dates can now be treated as measures in

multidimensional reporting. Qualitative values, such as satisfied, can be directly aggregated.

Varying attribute: Associated with Productdimension, varies with independent dimension (Time)

Month April May June July August

Sales 6000 2000 1000 1000 7000

Representative Jones Jones Smith Smith Smith


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Benefits of Upgrading to Version 11

Commonality across applications

Base for all future releases

Fixes v9.3.x issues

Performance enhancements

Version 11 = v9.5

Upgrades may require step upgrades >v9.2


26/27

OBI + Hyperion Integration Releases

Hyperion EPM9.3.1

EPM Fusion

Edition 11.1.3Major release

Oracle integration

Calc Manager

Essbase Studio

Profitability Mgmt

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and

timing of any features or functionality described remains at the sole discretion of Oracle"

OBI EE

11gMajor release

Answers+EPM integration

Action Framework

Advanced Visualization

OBIEE 10.1.3.3.x

Essbase integrationOBIEE 10.1.3.3

Next EPM/BI

Release

Major

Integration

Release

IR-Essbase

integration

Oracle Branding

Oracle integration

SmartSpace

SmartView

Office 2007

Hyperion EPM9.3.1.x

EPM System

Fusion EditionLocalization

Release

OBIEE 10.1.3.4

Discoverer Migration to

OBIEEWorkspace Integration

SmartView Integration

SmartSpace Integration

Available Now


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Contact Information

Len Romano

Regional Director

(708) 453-1549

[email protected]

Documents

v11 Upgrade for Oaug-TopDown