Oracle Enterprise Performance Management for JD Edwards

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Oracle Enterprise Performance Management for JD Edwards

  1. 1. 1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  2. 2. ORACLE PRODUCT LOGO #15264 Oracle Enterprise Performance Management for JD Edwards Presenting with2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  3. 3. 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.3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  4. 4. Program Agenda •  Oracle’s Enterprise Performance Management System •  Enterprise Planning •  Financial Close Suite •  Why EPM for JDE customers? •  Customer Story – DDR Corporation4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  5. 5. Oracle’s Enterprise Performance Management System Complete. Open. Integrated.BI  /  EPM   Planning  &   Strategy   Apps   Forecas*ng   Management   CRM   Industry   ERP  Analy*cs   Analy*cs   Analy*cs   Financial  Close  &   Profitability   Repor*ng   Management   Interactive Query & Analysis Dashboards Scorecards Reports & Publishing Office Search Detect & Alert Embedded MobilePlaDorm  BI/EPM   Common  Enterprise  Informa*on  Model   Dimension   BI  Server   Essbase   Management   Predic*ve  Analy*cs   OLTP & ODS Data Warehouses Exadata OLAP Packaged Unstructured & Excel BusinessSources   Systems Data Marts Sources Applications Semi- XML/Office Processes Data   (Oracle, SAP, Others) Structured 5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  6. 6. Hyperion Performance Management Applications Market-leading, Integrated Suite Strategy Planning and•  Integrates data from multiple Management Forecasting transaction systems•  Automates and links strategic Financial Close Profitability and financial management and Reporting Management processes•  Modular, integrated suite Common Administration Services Oracle BI Foundation•  Fast time to value; Low TCO•  Over 6,000 customers 6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  7. 7. Program Agenda •  Oracle’s Enterprise Performance Management System •  Enterprise Planning •  Financial Close Suite •  Why EPM for JDE customers? •  Customer Story – DDR Corporation7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  8. 8. Extend Planning Across the Enterprise Oracle’s Enterprise Planning Solutions Predictive Modeling & Simulation Functional Plans Project Profitability Long-Term Workforce Capital Asset Planning and CostFinancial Planning Planning Planning Management Demand Planning Planning, Budgeting & ForecastingFinancial OperationalDetail Detail 8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  9. 9. Key Capabilities: Financial Planning Accelerate the Planning and Forecasting Process•  Centralized system•  Align top-down and bottom-up•  Consistent assumptions•  Common allocations & calculations•  Purpose-built Capital Assets and Workforce planning modules for fast deployment•  Integrated Operational Planning to address in-depth revenue and margin planning•  Powerful workflow and process management for budgeting and forecasting•  Leverages Essbase – powerful reporting and analysis 9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  10. 10. Key Capabilities: Profitability & Cost Management Improved Insight into Profitability by Products, Customers•  A packaged application that enables: •  Accurate measurement, allocation and management of costs and revenues •  Computation of Profitability for business, product, and customer segments •  Profitability measurement by using cost decomposition, consumption-based costing, and scenario playing•  Designed for the business user•  Leverages existing IT investments 10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  11. 11. Key Capabilities: Strategic Financial Planning Accounting Integrity and Modeling Speed•  Integrated financial statements•  Project shareholder value•  Run unlimited scenarios•  Consolidate multiple business combinations•  Evaluate strategic projects•  Simulate effects of M&A•  Debt Scheduling•  Optimize capital structure 11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  12. 12. Key Capabilities: Scorecards & Strategy Mgmt. Integrate Strategy Management into BI and EPM •  Integrated BI component –  KPIs as core metadata –  Thresholds, owners, history –  Auto-generated interactive analyses –  Linked objectives & initiatives •  Automatic detection –  KPI alerts triggered by thresholds •  Strategy visualization –  Strategy Maps and Trees –  Cause and Effects •  All methodologies –  Balanced scorecard, six sigma, Baldrige12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  13. 13. Program Agenda •  Oracle’s Enterprise Performance Management System •  Enterprise Planning •  Financial Close Suite •  Why EPM for JDE customers? •  Customer Story – DDR Corporation13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  14. 14. Implementing a World Class Close Oracle’s Financial Close Solutions Finance Dashboard Governance, Risk & Compliance Financial Close Management Tax Tax Calculations Filing ERP: Data Financial Oracle, SAP, Assurance Consolidation Legacy, Other Document Financial & Management Mgmt. Reporting & Filing Transactions Reporting14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  15. 15. The ‘Extended’ Financial Close Process Close sub ledgers into Gather and validate Deliver self service Automate and GL (AR, AP, FA, etc.) complete data sets to financial reporting to deliver external support all financial the organization & statutory reporting needs filings Internal External General Data Management FinancialSub Ledger Close Ledger Close Assurance Consolidation Filing Reporting Reporting Automate consolidated financial reports leveraging Create external reports Perform Reconciliations multiple hierarchies and with disclosures and and Post Accruals calculations financial data 15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  16. 16. Key Capabilities: Financial Consolidation Accelerate Reporting Cycles and Reduce Cost of Compliance•  Patented financial consolidation and reporting features•  Complete audit trails, workflow and validations•  “Smart Dimensionality”•  Flexible “what if” scenario management features•  Powerful, reporting and analysis tools•  Full integration with ERP and other transaction systems•  Easy to customize and extend•  Web-architected 16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  17. 17. Key Capabilities: Financial Close Management Streamline the End-to-End Close Process New !•  Full visibility into enterprise-wide close process –  Close calendar and unified task list –  Dashboards for trending analysis and process improvement•  Improved accountability for predictable close –  Workflow integration across systems & manual processes –  MS Outlook integration•  Built on proven Oracle Fusion Middleware technologies 17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  18. 18. Key Capabilities: Disclosure Management Statutory Reporting Made Simple New !•  Author statutory documents from SmartView for Office –  MS Word and Excel for authoring –  Direct integration with HFM and Essbase –  Support for all required report formats: MS Word, HTML, PDF•  Embedded XBRL tagging support –  Taxonomy Management –  Instance document creation and validation 18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  19. 19. Data Assurance:Financial Data Quality Management Enabling Seamless Metadata and Data Integration Data & Metadata Oracle EBS, Meta-PeopleSoft, SAP R/3 data Financial Close Web  Entry  and   Data Warehouse Planning & Analysis     Data Mart Forecasting Financial  Reports   Other Strategy Systems Data Management MicrosoE  Office   Profitability File Management Excel XML Drill-Through & Write-Back 19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  20. 20. Oracle Hyperion EPM 11.1.2 Release Summary•  3rd major release since acquisition •  Hyperion EPM R9.3 (2007) •  Hyperion EPM R11.1.1 (2008)•  4 New Products •  Hyperion EPM R11.1.2 (2010)•  250 New Features Extend Planning •  Major Release of Hyperion Planning Across the •  New Public Sector Planning & Budgeting module•  502 Customer-Driven Enhancements Enterprise •  Enhanced Hyperion Profitability & Cost Management application Streamline •  New Hyperion Financial Close Management Application Financial Close and •  New Hyperion Disclosure Management Application Reporting •  New Oracle Essbase Analytics for Hyperion Financial Management •  OBIEE and Hyperion Financial Management integration •  Integration between Hyperion Financial Management and Oracle GRC Deliver EPM Value •  Enhanced Hyperion Data Relationship Management module Faster, Reduce •  Enhanced Oracle Hyperion EPM integration with Oracle Fusion Middleware TCO •  Enhanced Integration with Oracle E-Business Suite and PeopleSoft Financials and HCM •  UPK pre-built content 20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  21. 21. Program Agenda •  Oracle’s Enterprise Performance Management System •  Enterprise Planning •  Financial Close Suite •  Why EPM for JDE customers? •  Customer Story – DDR Corporation21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  22. 22. Why EPM for JDE? Provide better reporting and decisions •  Financial Close •  Strategic Planning –  Perform financial consolidation –  Use what-if scenarios –  Create key documents such as •  Planning and Forecasting 10K, 10Q including XBRL –  Budgeting workflow and process –  Manage entire close process management •  Profitability Management –  Workforce and capital assets –  Determine customer and product planning profitability –  Evaluate alternate approaches22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  23. 23. JDE Integration with Hyperion Financial Management PlannedFinancial Consolidation Reports Smart View Financial Reporting Web PageEPM Applications Planning & Strategic Profitability Financial Close Forecasting Planning Management Drill Through Load Metadata & Data Financial Data Quality Management ERP Integrator Drill Through Load Metadata & DataERP Data JD Edwards EBS General EnterpriseOne PeopleSoft Enterprise Sources Ledger General Ledger Financial Management 23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  24. 24. Drill-through To Transactional Detail Financial Consolidation Audit Trail Ledger Detail24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  25. 25. Hundreds of Common Customers JD Edwards ERP and Oracle EPM JD Edwards25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  26. 26. Program Agenda •  Oracle’s Enterprise Performance Management System •  Enterprise Planning •  Financial Close Suite •  Why EPM for JDE customers? •  Customer Story – DDR Corporation26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  27. 27. Oracle EPM Customer Information Panel (CIP) - No cost to join - 4 short, confidential, EPM on-line surveys within a year Benefits: How to join? •  First access to presentations and Email toby.hatch@oracle.com articles containing survey results •  Private CIP Webcasts presenting results   Sample result from 1st Survey •  Compare your own organization “How long do you spend in the annual against benchmarks/results planning and budgeting process? “ •  Input on future surveys Non-Planning users 4.6 months/year Planning Users 3.7 months/year27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  28. 28. Q&A28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  29. 29. 29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
  30. 30. 30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

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