Advanced level planning and budgeting in Hyperion - Inge Prangel

Hyperion Planning ProductOverview

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Inge Prangel Icefire OÜ

Oracle EPM Connects Management Processes


Common Integration & Analysis Data Quality and Consistent Dimensions

Common Reporting & Interaction

Strategic Planning

Financial Close

Planning & Forecasting

Profitability Management

Single Centralized Planning Platform

Income Statement

Balance Sheet Cashflow

CORE FINANCIAL PLANS

Workforce Planning

CapEx Planning

SPECIALIZED MODULES

Sales Planning

CUSTOM BUILT

Projects Planning

Marketing Planning

Production Planning

Essbase Business Analytics Server

Hyperion Planning Application

Data Warehouses Transactional Systems Performance Management Applications

Common Reporting & Interaction


Key Capabilities Accelerate the Planning & Forecasting Process

•  Centralized system •  Align top-down and bottom-up •  Consistent assumptions •  Common allocations &

calculations •  Integrated Operational Planning

to address in-depth revenue and margin planning

•  Purpose-built Capital Assets and Workforce planning modules for fast deployment

•  Powerful workflow and process management for budgeting and forecasting

•  Leverages Essbase – powerful reporting and analysis


One Window, not Multiple

•  Self-service Personalization

•  Contextual navigation

•  Interactive Dashboards

•  WebCenter integration

•  Spans all solutions in the Oracle EPM System


Unified Microsoft Office Interface

•  Adhoc Reporting

•  Stylized Output: –  Formats –  Tables –  Charts –  Formulae

•  Data Entry and Apps Processing

•  Word and PPT • 


Integrated Reporting and Analysis Quick Insight into Budget Status and Variances

•  Sophisticated ad-hoc analysis

•  Production quality financial statements reporting

•  Easy and quick to build reports

•  Leverage report template repository across entire organization

•  On demand, real-time or batch reporting

•  Automatically apply budget model changes


Integrated Reporting and Analysis Quick Insight into Budget Status and Variances

•  Sophisticated ad-hoc analysis

•  Production quality financial statements reporting

•  Easy and quick to build reports

•  Leverage report template repository across entire organization

•  On demand, real-time or batch reporting

•  Automatically apply budget model changes


Build and Deploy Applications Fast Single Administration Portal

Dimension Library •  Local and shared dimensions •  Application build wizard •  Reuse building blocks

Calculation Manager •  Visual design of business rules •  Share rules across all applications •  Reuse calculation components

Life Cycle Manager •  Move between Dev, Test and Production •  Application migration wizard •  Comparison and audit reporting


Common Business Rules Ensure Consistency of Calculations and Allocations

• Calculation Manager –  Single interface for Hyperion

Planning and Financial Management

–  Graphical flow provides better understanding of calculation process

–  Re-usable rules to share among applications

–  Central repository of all calculation objects

–  Lowers the barrier for users to define and maintain business logic


Drill-through To Transactional Detail Budget vs Actuals

Ledger Detail

Audit Trail


Build Planning Models that Reflect Your Business

•  Predefined dimensions –  Account –  Entity –  Scenario –  Version –  Period –  Year –  Currency

•  Customized dimensions –  Product –  Customer –  Channel –  …


Financial Intelligence Provides Increased Integrity and Faster Implementations


Financial Intelligence: a simple example

What’s the variance?

Actual Budget Variance Variance %

Gross Sales 100 120

Advertising 100 120

-20 (16.67)

Expense

Revenue

20 16.67


Time Intelligence: a simple example

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Current period

Prior period

Next period

YTD QTD

MTD ….xTD


Data Entry Forms are Centrally Maintained and Consistent Across Web and Excel

•  Form layout •  Display options •  Form contents •  Access permissions •  Business rules


Adaptive Budget Administration Reduces Maintenance Efforts

Data entry forms

Reports

Calculations



Data entry forms

Reports

Calculations



Data entry forms

Reports

Calculations


Hyperion Smart View™ for Office

•  Use MS Office to enter, analyze and report budget data

•  MS Excel add-in allowing access on or off-line

•  Users download forms to Excel •  Manipulate data just like

the full web client •  Synchronize to server

when ready


Guide Users Through Budget Process Fast Adoption and Increased Accuracy

•  Budget wizard to guide planners

•  Include instructions •  Set due dates •  Alerts and progress

monitoring •  Send email reminders •  Report on budget status


Hyperion Workforce Planning Improve Headcount, Salary and Compensation Planning

•  Packaged solution for quick implementations

•  Plan salary and other compensation at any level

•  Add, edit and delete employees and new hires

•  Pre-defined or custom calculations for taxes, etc.

•  Integrates actuals from HR systems

•  Test scenarios in real-time for impact analysis


Hyperion Capital Expense Planning Improve Planning the Acquisition, Lifecycle Management, and Retirement of Capital Assets

•  Packaged solution •  Customizable •  Plan for asset purchases

and asset related expenses •  Transfer, retire, and

improve assets •  Directly linked to main plan •  Interfaces with external

systems


DEMO Eden – The Company

•  …is a diverse, large company focusing on consumer electronics and related services

•  …has sales offices around the world

•  …has manufacturing operations in Malaysia, Poland, and the United States

Oracle Hyperion Planning benefits

• Help to ensure accurate forecast • Reduce budgeting and planning cycle •  Integrate financial and operational planning • Support advanced modeling capabilities

Technology

Advanced level planning and budgeting in Hyperion - Inge Prangel