Wishtree Technologies
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Oracle’s EPM System and Strategy
Agenda
• Oracle’s EPM System Vision
• Oracle/Hyperion Product Integration Strategy
• Driving Customer Value
• Summary and Questions
Enterprise Performance Management
Market Drivers
Alignment
Predictability
Consistency
Transparency
Immediacy
Business Intelligence
Customer Challenges
• Siloed
• Fragmented
• Inconsistent
• Restricted
• Unintuitive
Hasn’t the promise of BI
been there for the past
decade?
Oracle’s EPM Vision
• Link strategic goals to
operational decisions
• Transform financial Set
Goals
management processes Align Plan
• Monitor execution in real-time Insight
Performance
• Deliver consistent, reliable Report
Action
Monitor
insights to drive action
Analyze
• Lower costs and reduce
system complexity
• Single version of the truth
Introducing: Oracle’s Enterprise
Performance Management System
Embedded in
Web Office Desktop Mobile
Applications
Performance Management BI
Applications Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS Data Warehouse SAP, Oracle, Siebel, Excel Business
Systems Data Mart OLAP PeopleSoft, Custom XML Process
Market-leading Suite of Finance and Strategy
Performance Management Applications
Strategic Planning Planning and Budgeting
Set Strategic Cascade Targets
Objectives
Treasury Long-Term Detailed
Strategies Planning Forecasting
Budgeting
Corporate Allocate
Development Resources
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Cost and Profitability Management
Financial Close Process
Define Costing
Methods
Internal External Report & Define Cost
Data
Consolidate Reporting & Reporting & Analyze Drivers
Cleansing
Analysis Compliance
Perform
Allocations
Most Complete Suite of BI Applications
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto Energy
& Media Mfg Sector Services Tech & Health Sciences Sector & Trans
Service & Order
Supply Human
Sales Contact Marketing Management Financials
& Fulfillment
Chain Resources
Center
Pipeline Churn Campaign Order Supplier A/R & A/P Employee
Analysis Propensity Scorecard Linearity Performance Analysis Productivity
Orders
Triangulated Customer Response vs. Available Spend GL / Balance Compensation
Forecasting Satisfaction Rates Inventory Analysis Sheet Analysis Analysis
Procurement Customer
Sales Team Resolution Product Cycle Time & Product HR Compliance
Effectiveness Rates Propensity Analysis Cycle Times Profitability Reporting
Up-sell / Service Rep Loyalty and Backlog Inventory P&L Analysis Workforce
Cross-sell Effectiveness Attrition Analysis Availability Profile
Cycle Time Service Cost Market Basket Fulfillment Employee Expense Turnover
Analysis Analysis Analysis Status Expenses Management Trends
Lead Service Campaign ROI Customer BOM Analysis Cash Flow Return on
Conversion Trends Receivables Analysis Human Capital
Other Operational
Prebuilt adapters: & Analytic Sources
Oracle BI Suite Enterprise Edition
Hot-Pluggable With Existing IT
Investments
Portals Data Mining Applications Desktop Tools
Oracle Data Mining, Oracle EBS, Siebel, SAP, Excel, Outlook,
Any JSR 168 Portal
SPSS, SAS PeopleSoft, JD Edwards .. Lotus Notes ..
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
Security Data Access Data Integration
Oracle Oracle RDBMS
Oracle Data Integrator
Kerberos Oracle OLAP Option
(Sunopsis)
iPlanet Microsoft SQL Server &
Oracle Warehouse Builder
MSFT AD Analysis Services
Informatica
Novell IBM DB2
Ascential
Custom Teradata
Others ..
Others .. Essbase
SAP BW
XML, Excel, Text
Others ..
Pervasive Information Access
Through a Unified BI Foundation
Desktop Ad-hoc Interactive Search Reporting & Proactive Disconnected MS Office
Gadgets Analysis Dashboards Publishing Detection & Mobile & Outlook
and Alerts Analytics Integration
Common Enterprise Information Model
Integrated Security, User Management, Personalization
Multidimensional Calculation and Integration Engine
Intelligent Request Generation and Optimized Data Access Services
OLTP & ODS Data Warehouse OLAP SAP, Oracle Files Business
Systems Data Mart PeopleSoft, Siebel, Excel Process
Custom Apps XML
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 Product
Integration Strategy
Product Integration Milestones
1 Align and Certify
2 Unify and Integrate
3 Extend and Evolve
Product Integration Milestones
• 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
Product Integration Milestones
• 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
Product Integration Milestones
• Evolve Enterprise Information Model to support
Financial Performance Management Applications
• Semantic layer calculation extensibility
• Extend integration between Hyperion Planning
and Oracle Operational BI Applications
3 Extend and Evolve
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Driving Customer Value
Financial Performance Management
Product 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 and
PeopleSoft customers
Web Office Desktop Mobile Embedded
Financial Performance Operational BI
Management Applications
Applications
Business Intelligence Foundation
EPM Workspace Integrates Management
Processes 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
EPM Architect Unifies Application Creation
and Deployment
Dimension Library Dimension Mapping
Common, extensible Link Applications
components
Data Synchronizer Application Library
Process Synchronizations One Control Center
Hyperion Financial Management
FEATURES
• Simple to Customize
• Easy to Integrate
• Financial Data Quality
• Complete Audit Trails
• Flexible Workflow
• Powerful Reporting
• Finance owned & operated
BENEFITS
• Confidence in the numbers
Financial • Reduce cycle time
Consolidation, • Automate collection & validation
Reporting & • Lower cost of compliance
Analysis • Speed and agility
Improve Finance Productivity and
Shorten SEC Filing Process with XBRL
Hyperion Financial Management
• Capabilities
• Support for XBRL 2.1
Specifications
• Support for schema, context
and units
• Define any text in report as
XBRL fact
• Benefits
• Improves transparency
• Eliminates rework and
potential for errors
• Compliance with SEC
Voluntary Filing
Integrated Governance Risk and Compliance
Transactions Reporting
CFO Dashboard CFO
Oracle GRC Manager
Application Configuration Controls Application Access Controls
Tax Tax
ERP: Hyperion
Hyperion Calculations Filing
Oracle, Financial
Financial
SAP, Financial and Mgmt.
Data Quality Management Reporting
XBRL/SEC
Legacy,
Management
Other Reconciliations
Infrastructure Services CIO
Oracle/Hyperion Partner
Roadmap Focus on EPM System, ERP
Integration and Scalability
• Hyperion Financial Management –
• 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
Hyperion Planning
FEATURES
• Strategic Planning
• Modeling & Simulation
• What-if Analysis
• Excel Integration
• Enterprise Collaboration
• Native Reporting & Analysis
BENEFITS
• Speed
• Accuracy
Planning &
• Align finance and operations
Budgeting
Applications • Accountability
• Visibility to past, current and
future business performance
Capital Expense Planning Application
New with Planning
• Packaged application
• Plan for asset
purchases and asset
related expenses
• Transfer, retire, and
improve assets
• Directly linked
to main plan
• Interfaces with
external systems
Integrated Business Planning Topology
Analysis and Reporting
Goal Setting
Business goals Metrics and Scorecards
Financial Modeling
Integrated Business Plan
Long Range Targets
Financial Planning & Budgeting
Aligned Plans
Annual Targets
Strategic Operational Planning
Baseline Plans
Operational Policies
Functional Operational Planning
Execution Status
Execution Plan
Functional Execution
Application Foundation
Interlace Dynamic Planning Server
Planning, Analysis and Reporting • Review exception messages
• Analyze the plan
• Change assumptions
Strategic Operational Planning Server • Evaluate Scenarios
• Approve Changes
Application and Process Layers
• Update Plan of Record
Impact Scenario Federated Model
Analyzer Manager Modeling Designer
• J2EE based technology
Change Based Modeling Engine
• Data and User driven modeling
• Intelligent Scoping for Recalculation
Relational Databases (Oracle 9i and 10g, SQL Server)
Planning Roadmap Focuses on EPM System
Components and New Planning Modules
• Hyperion Planning –
• EPM Architect Enhancements
• Common Calc Manager
• Lifecycle Management
• Planning for Banking
• Delegated User Management & Admin
• Hyperion Strategic Finance –
• Smart View Integration Strategic Finance, Performance Scorecard
• Integration with Crystal Ball
• Oracle Platform Integration
• Identity Management, Portal, BI Tools
• Integration with operational planning modules
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
• What’s 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
Business Intelligence Foundation
Product 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 Web Office Desktop Mobile Embedded
• Middleware Financial Performance
Management
Operational BI
Applications
Applications
Business Intelligence Foundation
Oracle BI Suite Enterprise Edition Plus
Pervasive Information Delivery
Interactive Ad hoc Proactive Microsoft Reporting & Publishing
Dashboards Analysis Detection Office BI Publisher
and Alerts
Financial Reporting
Interactive Reporting
SQR Production Reporting
Web Analysis
Common Enterprise Information Model
Oracle BI Server
Set
Goals
Align Plan
Insight
Performance
Action
Report Monitor
Analyze
Data SAP, Oracle Files Financial
OLTP & ODS Warehouse PeopleSoft, Siebel, Excel Business Performance Hyperion
Systems Data Mart Custom Apps XML Process Management Essbase
Applications
Essbase is a Core to Oracle’s BI Foundation
Richest • Superior Tools for the Business User
Business • Broadest Analytic functionality
User
• “Speed of Thought” response
Experience
Most Highly • Superior Calculation Power
Advanced
• Comprehensive library of functions
Calculation
• Extensive Financial and Time Intelligence
Engine
Best Custom • Optimized Storage
Analytic • Enterprise scale Forward Looking applications
Environment • Premium Performance
Near Real Time Essbase Cubes
Hyperion Essbase
• 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
Hyperion Essbase
• 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 12
months or 13 periods
Enhanced Hyperion Essbase Integration
Hyperion Interactive Reporting
• Shared members
• Ragged hierarchies
• Attributes
• Server-side ranking,
filtering and sorting
• Dynamic time series
• Advanced member
selection
• Duplicate member
names
Wishtree Technologies
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