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1 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
2 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle EPM System Release 11.1.2.2
Andrea Cravero Sales Consulting Sr. Director, Western Europe EPM
Oracle Hyperion EPM System
Customer Briefing
Roma, 3 Maggio 2012
3 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Guidare un’azienda in questi
giorni è come guidare dentro
una densa nebbia.
Hai solo 100 metri di visibilità
così devi continuamente
adattarti a quello che vedi
improvvisamente…
Sergio Marchionne, intervista ad
Automotive News Europe,10
marzo 2009
4 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Management Excellence How to gain a new competitive advantage
Time
Competitive
Advantage
OPERATIONAL EXCELLENCE
MANAGEMENT EXCELLENCE
Smart
Agile
Aligned
5 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
EPM is a Top Priority for Finance Executives
2011 Top Finance Initiatives
6 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Agenda
• Oracle’s EPM System
• What’s New in EPM System Release 11.1.2.2
• Summary and Questions
7 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle’s Enterprise Performance Management System
Complete. Open. Integrated.
OLTP & ODS Systems
Data Warehouses Data Marts
Packaged Applications
(Oracle, SAP, Others)
Excel XML/Office
Business Processes
OLAP Sources
Exadata Unstructured & Semi-
Structured
ERP Analytics
Planning & Forecasting
Financial Close & Reporting
Strategy Management
Profitability Management
CRM Analytics
Industry Analytics
Data Management
Common Enterprise Information Model
Advanced Analytics Dimension Management Predictive Analytics
Reports & Publishing Query & Analysis Detect & Alert Office Search Embedded Mobile Scorecards Interactive Dashboards
Dat
a
So
urc
es
BI/E
PM
Pla
tfo
rm
BI /
EP
M
Ap
ps GRC / Risk
Analytics
8 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle Hyperion Performance Management Applications
Market-leading, Integrated Suite
Oracle BI Foundation
Common Administration Services
• Integrates data from multiple transaction systems
• Automates and links strategic and financial management processes
• Modular, integrated suite
• Fast time to value; Low TCO
• Over 6,000 customers
Strategy
Management
Financial Close
and Reporting
Planning and
Forecasting
Profitability
Management
9 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle Hyperion EPM Release 11.1.2.2 Extends Oracle’s Market Leadership
Deliver EPM Value
Faster, Reduce Cost of
Ownership
Report Faster with
Improved Visibility,
Reduce Risk
• Plan at the speed of business with Exalytics In-Memory Machine
• Drive best practices and improve planning accuracy with built-in
predictive analytics
• Manage the financial performance of key projects with Project Financial
Planning
• Leverage fine-grained cost and profitability analytics for improved
performance insights
Plan at the Speed of
Business,
Improve Analytic
Insights
• Streamline the close and reduce audit risk with Account Reconciliation
Manager
• Ensure compliance with regulatory requirements with pre-built starter kits
• Leverage unlimited dimensionality in financial consolidation to drive new
internal and external reporting initiatives
• Deliver enterprise-wide visibility into performance with mobile delivery of
analytics
• Accelerate EPM deployments with packaged modules and support for
best practices
• Improve user productivity and collaboration with new Web 2.0 user
interfaces
• Leverage pre-built ERP integrations for faster time to value
• Accelerate finance transformation initiatives with integrated enterprise
dimension management
10 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Plan at the Speed of Business,
Improve Analytic Insights
11 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Extend Planning Across the Enterprise
Oracle’s Hyperion Enterprise Planning Solutions
Capital Asset Planning
Workforce Planning
Long-Term Financial Planning
Financial Detail
Operational Detail
Predictive Modeling & Simulation
Profitability and Cost
Management
Planning, Budgeting & Forecasting
Project Financial Planning
12 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle Hyperion Project Financial Planning New Planning Module for Project Financial Management
Functional Summary
• Pre-defined dimension members, forms,
business rules, menus, task lists, smart
lists, validation rules & project planning
plan types
• Integrated Human & Capital Resource
Management
• Covers Contract, Capital, Indirect projects
Applicable Across Industries
• Aerospace & Defense, Utilities, Oil &
Gas, Construction, Natural Resources,
Manufacturing, Public Sector, Retail
• IT/HR projects in any industry
13 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle Exalytics In-Memory Machine
Key Enabling Technology for EPM Innovation
Planning @Speed of Business
• Reduce planning cycle times with huge gains in response time
• Run more complex planning models with finer grained detail
• Bring more users into the planning process and improve accuracy
LOB Planning with Essbase
• Extend beyond Finance into every LOB
• Scale to more users and run more complex planning models
• Improve agility – move from monthly to intra-day analysis
14 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Planning with Exalytics
• Planning process maturity
– Move beyond Annual Budgeting
– Adoption of rolling forecasts and driver based
planning for improved agility and forecast accuracy
• Planning maturity drives
– More users participating in planning process
– More complex calculations
– More interactive scenarios
Need for significantly higher throughput
Sweet spot for Exalytics
No o
f users
Model Complexity
15 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Exalytics Use Cases for LOB Planning
Human Capital
Employee Productivity
Finance Receivables Trending
Customer Loyalty
Behavior Analysis
Sales
Customer Analysis
Marketing
Campaign Optimization
Supply Chain Inventory Optimization
Retail
Store Level Forecasting
CPG SKU Forecasting
Pharmaceutical
Clinical Trials Forecasting
Utilities
Smart Meter
Financial Services
Financial Instrum. Level
Telecommunications Churn & Product Affinity
16 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Functional Summary
• Statistical prediction scenarios built into Hyperion Planning
• Uses Oracle Crystal Ball Predictor to analyze historical data and project trends and patterns into the future
Benefits
• Enable business users to leverage statistical forecasting techniques
• Improve accuracy of forecasts and plans
• Automatically forecast best and worst case scenarios in addition to base case
Integrated Predictive Planning Capabilities Leverage Statistical Forecasting for Improved Accuracy
17 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Oracle Hyperion Strategic Finance and Smart View Align Strategic and Financial Planning
Functional Summary
• Hyperion Smart View for Office user interface
for Hyperion Strategic Finance (HSF)
• Fully integrated, with all HSF features and
standard reports available from Smart View
• Smart View functions & tool kits for custom
reports
Benefits
• Integrate and align strategic and financial
planning
• Consistent user experience across entire
planning process
18 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Oracle Hyperion Public Sector Planning and Budgeting New Functionality Enhances Budget Management
Decision Packages
• Budget Requests
• Decision package approvals
workflow
• Notes and attachments in decision
packages and budget requests
20 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Oracle Hyperion Profitability & Cost Management
Functional Summary
• Extend HPCM to address need for detailed
profitability
• Leverage RDBMS while retaining modeling
paradigm of current HPCM
Benefits
• Granular analysis of costs and profits: Millions
of customers, SKUs, subscribers, products,
transactions
• Scale up with RDBMS
• Manage cost development and cost application
in a single system
Detailed Profitability Feature Enables Micro-Costing
21 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Report Faster with Improved Visibility,
Reduce Risk
22 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Implementing a World Class Close
Oracle’s Hyperion Financial Close Solutions
Financial
Consolidation
Data
Assurance
Document
Management
& Filing
Financial &
Mgmt. Reporting
ERP:
Oracle, SAP,
Legacy, Other
Financial Close Management & Account Reconciliation
Finance Dashboard
Transactions Reporting
Governance, Risk & Compliance
23 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Account Reconciliation Manager Streamline Reconciliations and Reduce Audit Risk
• Reconciliations are a major
bottleneck in the close process
– Ensuring completion and enabling
audits are key requirements
• New Account Reconciliation Manager
– Designed to manage global reconciliation processes: Balance Sheet, Consolidation, Local GAAP
– Streamlined, workflow-driven and auditable processes
– Delivered as part of Oracle Hyperion Financial Close Management
24 Copyright © 2012, Oracle and/or its affiliates. All rights
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Oracle Hyperion Financial Management Support New Internal and External Reporting Initiatives
Configurable Dimensionality
• Analyzing an account by 5 or more dimensions is a common need in financial services
• Improved dimensional conformity with Oracle Hyperion Planning
ADF Based UI – Web 2.0 style
New Web Form/Grid Authoring
Product Enhancements
• POV management
• Journal Enhancements
• Process Control/Ownership Mgmt
• Administration improvements
• Load/Extract Behavior Change
26 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Sustainability Reporting
• Hierarchies of accounts
• Data collected by entities per period
• Data aggregated according to rules
• Processes and data may need to be audited
• Needs to support analysis and scenario planning
• Documents may be associated with particular values
• Ultimately needs to be publishable
Resembles Financial Reporting
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
27 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Sustainability Reporting Starter Kit
• Capabilities
– Collects and Consolidates Data from
Multiple Systems and Units
– Ensures tAligns Suhe Accuracy and
Auditability of Sustainability Reports
– stainability Reporting with Financial
Reporting
• Key Features
– GRI-based Chart of Accounts and Task Lists
– Pre-Built Web Data Entry Forms, Direct
Data Integration
– Pre-Built Conversion Calculation Rules
– Full audit trail, process management and
security
for Hyperion Financial Management
28 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
By 2013, 33 percent of BI
functionality will be
consumed via handheld
devices
Gartner
Make Analytics Available Wherever You Are
29 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Executive Visibility with pre-packaged Financial Analytics
31 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Deliver EPM Value Faster,
Reduce Cost of Ownership
32 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Rich User Experience
Consistent, Web 2.0 User Experience Across Applications
33 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Files, Excel, XML
Other Systems
Oracle EBS, PeopleSoft, JDE, SAP R/3
and Fusion Apps
Data Warehouse Data Mart
FDM/ERPI
EPM WorkSpace
Financial Reports
Smart View
Data & Meta data Data
Drill-through & Write-back
Financial Close
Planning & Budgeting
Strategy Management
Profitability Mgmt.
Seamless Data and Metadata Integration New Support for JDE and SAP FI/CO
34 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Technology priorities Standardize master data
35 Copyright © 2012, Oracle and/or its affiliates. All rights
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• Unique solution for managing key
financial hierarchies:
– Mature product with strong user base
– ERP application agnostic
• Automation of dimension alignment:
– Reduce manual efforts and errors
– Improve data quality
• Business value:
– Process alignment and simplification
– Accelerate ERP deployments & upgrades
Managing Financial Master Data:
Oracle Hyperion Data Relationship Management
38 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Hyperion EPM 11.1.2 .2 NOW Available April 2012
• Hyperion Planning
• Project Financial Planning
• Predictive Planning
• PSB Commitment Control
• HSF – Smart View
• ADF based UI revamp, bi-di support
• Hyperion Financial Management
• Configurable Dimensionality
• ADF based UI revamp
• Financial Mgmt Analytics
• Financial Close
• Account Reconciliations
• EBS/Fusion Integration
• Disclosure Management
• SEC validations
• Profitability & Cost Mgmt.
• Micro-costing
Hyperion EPM 11.1.2.1
• iXBRL HMRC Income Tax Returns
• PSFT & Financial Close Mgt. integration
Hyperion EPM 11.1.2
• New Financial Close Mgt. Product
• New Disclosure Mgt. product
• New Public Sector Budgeting module
• Hyperion Planning
• Configurable & data driven workflows
• Conditional formatting
• Smart View extensions
• Oracle tech stack optimization
Oracle Hyperion EPM Roadmap
Available since 04/2010
Available since 04/2011
44 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
In Summary….
Enterprise Performance Management
• Top priority for Finance and IT
• Key strategic priority for Oracle
R11.1.2.2 Extends Oracle’s EPM Lead….
Slide 45
Oracle, a global leadership
Sources: Gartner, Inc., “Magic Quadrant for Business Intelligence Platforms, 2012” by John Hagerty, Rita L. Sallam, James Richardson. 6 February 2012
Gartner, Inc., “Magic Quadrant for CPM Suites, 2012” by John E. Van Decker, Neil Chandler, Christopher Iervolino, 19 March 2012
Gartner Magic Quadrant for Business Intelligence Platforms, 2012
Gartner Magic Quadrant for CPM Suites, 2012
Slide 46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Oracle, a global leadership Analysts are interesting, markets even more!
Oracle is #1 in WW Revenue Market Share 2011 according to Gartner’s CPM Suites
Category
Oracle’s YoY WW Revenue Market Share Growth 2011 - Market average is 16,4%
Oracle’s YoY EMEA Revenue Market Share Growth 2011
Source: Gartner’s: “Market Share: All Software Markets, Worldwide 2011,” March 29, 2012, By Colleen Graham, Joanne Correia, David Coyle, Fabrizio Biscotti, Matthew Cheung, Ruggero Contu, Yanna Dharmasthira, Tom Eid, Chad Eschinger, Bianca Granetto, Hai Hong Swinehart, Sharon Mertz, Chris
Pang, Asheesh Raina, Dan Sommer, Bhavish Sood, Marianne D'Aquila, Laurie Wurster and Jie Zhang
48 Copyright © 2012, Oracle and/or its affiliates. All rights
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Q&A
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reserved.