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What’s New and What’s ComingOracle Hyperion Enterprise Financial Planning Suite [CON8526]
Shankar ViswanathanDirector, Product Management
Prasad KulkarniSr. Director Development
September 29, 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Oracle Confidential – Internal/Restricted/Highly Restricted 3
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
On Premise, On The Cloud, On Mobile
• Self-service
• Full Range Of
Planning &
Analytic
Capabilities
• Mobile
Consumption
Without Any
Content Re-work
Mobile &
Cloud
Deployment
Link Financial and Operational PlansFinancial Models Driven by Operational Detail
Strategic
Plan
Financial Plan
Operational Plans
(projects, customers, products, regions)
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Expand Planning Across the Enterprise • Leverage the Wisdom Beyond Finance
• Financial Models Driven by Operational Detail
Sales/Product Managers
Cost Center Managers
LOB Execs.
Finance10’s
100’s
1000’s
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Enterprise Planning: What’s New
Past 18 months: Highlights
• Hyperion Planning 11.1.2.3 release.
• R11.1.2.3.500
– Business user functionality available on Tablet devices
– Mobile app for workflow & approval
• Introduction of Planning and Budgeting Cloud Service– 150+ customers; several live and many implementing.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
R11.1.2.3 Q1 CY2013
Accuracy & Agility
Integrated Aggregate Storage
User Defined Member on the Fly
Flexible Custom Dimension
Bring Essbase Users On Board
Ease Of Use
New Task Dashboard & Task Types
Build Dimensions in Excel
Import/Export Through Web UI
Ease Of Deployment
Diagnostic Logging
Upload/Download LCM In Browser
Artifact Change & Deployment Report
EPM Clone Utility & Log Analysis
LCM Upgrade From11.1.1.4,11.1.2.x*
Ease Of Implementation
Script Diagnostics & Compare Scripts
Capex & Workforce Refreshed
Project Financial Planning - More Robust
Public Sector Budgeting – Faster Decisions
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
R11.1.2.3.500: Q1 CY2014
• Browser Experience Optimized For Tablets
– User Experience Designed With Mobile In Mind
• Supports Mobile and Desktop
• User Interface built ground up for mobile
– Supports Full Write-back And Many End-user Functionalities
• Mobile Application
• Common workflow app across Planning, Financial Close and Tax
• Browser Support:
– Chrome, IE10
– Safari on iOS
• Supports iOS7 And Android Jelly Bean
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
• Smart View for Office
– On Windows Pro tablets
– Requires local install of MS Office
– Office 2007 or 2013
R11.1.2.3.500: Q1 CY2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Planning and Budgeting Cloud Service (PBCS)
• Single Point Solution For Planning, Reporting And Integration• No Install, Hardware or DB License• Automated Patches and Upgrades• No Infrastructure & Maintenance Costs• Predictable Monthly Pricing• Faster Implementation
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Roadmap 2014-15
Next 12 months
Modules On Cloud
Mobile Ready PBCS R11.1.2.4 On-Premise
External Cloud Integrations
Continuous Platform & UI enhancements
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Planning and Budgeting Cloud Service (PBCS)
• Simplified Mobile Ready Interface– End User Planning Functionality
– Key Administrative Capabilities
• Automation of Routines
Q4 CY2014 Patch Update
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Simplified User Interface
• Mobile and desktop friendly
• Multiple OS and Browser support
• Consistent across Oracle Cloud services
• Multiple themes and user defined background
• Announcements and custom profiles
• Minimalistic yet resourceful
• End user and admin separation points
Oracle Confidential – Internal/Restricted/Highly Restricted 17
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Simplified Application Creation
• Get up and running quick
• Choose based on simple and complex use case
• Create full blown sample for familiarity
• Out of box best practice guide
• Product tour videos
• Functional tutorial videos
• Out of box rolling forecast application
Oracle Confidential – Internal/Restricted/Highly Restricted 18
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Built-In Analysis And Reporting: Dashboards
• Dashboards within planning application
• On the fly mash-up using forms, adhocgrids with free form text and urls
• No data export needed. Uses the same data you plan on
• Supports all data types – text, numeric and url
• Benefits
– Tablet friendly
– Business User focused
– Easy and quick creation
Oracle Confidential – Internal/Restricted/Highly Restricted 19
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Built-In Analysis And Reporting: Ad-hoc
• Simplified mobile friendly ad-hoc
– Drag and Drop | Pivot and Zoom
• Analysis in same Planning application
• Benefits
– Analyze and get to root cause quickly
– User friendly pivots and icon ribbons
– Power user and end user collaboration
– Analyze information in Excel, desktop or mobile
Oracle Confidential – Internal/Restricted/Highly Restricted 20
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Built-In Analysis And Reporting: Reports
• Simplified report creation & consumption
• Create on demand by users
• Benefits
– Use ad-hoc as an optional authoring tool
– Business user friendly
– Easy and quick creation
– No data export needed
Oracle Confidential – Internal/Restricted/Highly Restricted 21
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Formatted Forms and Ad-hoc
• Create formatted templates and slices
• Benefits
– Excel type formats on web
– Role based for admin or end user control
– Leverage default and user defined formats
– Use as input templates or as reports
Oracle Confidential – Internal/Restricted/Highly Restricted 22
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Unified Admin Console
• Visual application overview
• Plan Type and dimension management
• Import export dimensions and data
• Job and schedule management
• Benefits
– Ready visibility to application usage
– Simplified management of artifacts
Oracle Confidential – Internal/Restricted/Highly Restricted 23
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Job Manager & Scheduler
• Create and manage routine jobs
– Rules, import, export, refresh etc.
• Schedule routines for automation
• Benefits
–Mobile friendly
– Sequence batch jobs
– Manage lights out automation
Oracle Confidential – Internal/Restricted/Highly Restricted 24
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Online Academy
• Getting started guides
• For admins and end users
• Best practice guide
• Functional Videos and Tutorials
• Overview videos
• Deep Dive walk through tutorials
Oracle Confidential – Internal/Restricted/Highly Restricted 25
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
• On-the-fly iterative planning using sandboxes
– Auto calculation, auto-save on change
– Available on Cloud and On-premise
• Interactivity with large data sets– Rapid loading of large forms, quick cell to
cell navigation, scrolling in all grids
• Valid Combination
– Interact only with the right combination of data values• Show only Products relevant for a LOB
• User-defined calculations using familiar Excel syntax
– Formulas can reference dimension members and be persisted in Planning
26Oracle Confidential – Internal/Restricted/Highly Restricted
Enterprise Planning: What’s Coming….R11.1.2.4 Highlights
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Performance Improvements
• Very fast load of data
– Forms with 100k cells load under 5 seconds
• Instantaneous
– Cell to Cell Navigation
– Scrolling data
– Total roll-up and member formula calculation
Oracle Confidential – Internal 27
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Performance Improvements
• 11.1.2.3.500 show about 100% improvement over it’s predecessor
• 11.1.2.2.500 show about 40% improvement over it’s predecessor
• Improved interactivity for
– Cell to Cell Navigation
– Scrolling
Oracle Confidential – Internal 28
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Oracle Confidential – Internal/Restricted/Highly Restricted 30
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
“Must-Attend” Planning SessionsTime Session Name Location
Tue 30 | 12:00 pm CON8527– Tips and Tricks: Oracle Hyperion Enterprise Financial Planning Suite Moscone West - 3008
Tue 30 | 5:00 pm CON8556 – Introduction and Update: Oracle Planning and Budgeting Cloud Service Moscone West 3014
Wed 01 | 11.30 am CON8552 – Customer Success: Oracle Planning and Budgeting Cloud Service Moscone West - 3008
Wed Oct 1 | 12:45pm CON8532 – Product Development Panel Q&A: Oracle Hyperion EPM Applications Moscone West 3008
Thu Oct 2 | 10:00am HOL11440– Oracle Planning and Budgeting Cloud Service Hands-on Lab Moscone West 3014
Oracle Confidential – Internal/Restricted/Highly Restricted 31