Hyperion EPM System 11.1.2.2 - Kyenote Speech
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Hyperion EPM System 11.1.2.2 - Kyenote Speech Hyperion EPM System 11.1.2.2 - Kyenote Speech Presentation Transcript

  • 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion EPM System Customer Briefing Milano, 19 Aprile 2012 Oracle Enterprise Performance Management System Release 11.1.2.2 Matt Bradley, VP EPM Applications3 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 • Partner Support • Summary and Questions4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • EPM is a Top Priority for Finance Executives 2011 Top Finance Initiatives5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • The Path to Business Excellence Make Smart decisions with deepCompetitive 1 insightAdvantage Gain Agility to adapt, and drive 2 decisive actions MANAGEMENT EXCELLENCE Ensure Alignment in the 3 extended enterprise Drive down Cost of processes 4 and operations OPERATIONAL Improve Quality across the EXCELLENCE 5 organization Increase Speed of transactions in 6 the performance network 6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Business Excellence Removing Boundaries – Connecting Processes Integrated Operational Profitability Financial Strategic Planning Planning Cost Mgmt Planning Planning Integrated Supply Demand Finance/Risk Management Analytics Analytics Analytics Analytics Analytics Integrated SCM ERP Financial CRM Processes PLM HCM Close7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle’s Enterprise Performance Management System Complete. Open. Integrated. Planning & StrategyBI / EPM Forecasting Management Apps GRC / Risk ERP CRM Industry Financial Close & Profitability Analytics Analytics Analytics Analytics Reporting Management Interactive Query & Analysis Dashboards Scorecards Reports & Publishing Office Search Detect & Alert Embedded MobilePlatformBI/EPM Common Enterprise Information Model Data Management Dimension Advanced Analytics Predictive Analytics Management OLTP & ODS Data Warehouses Exadata OLAP Packaged Unstructured Excel BusinessSources Systems Data Marts Sources Applications & Semi- XML/Office Processes Data (Oracle, SAP, Others) Structured 8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle 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 9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion EPM Release 11.1.2.2 Extends Oracle’s Market Leadership • Plan at the speed of business with Exalytics In-Memory Machine Plan at the Speed of • Drive best practices and improve planning accuracy with built-in predictive analytics Business, • Manage the financial performance of key projects with Project Financial PlanningImprove Analytic Insights • Leverage fine-grained cost and profitability analytics for improved performance insights • Streamline the close and reduce audit risk with Account Reconciliation Manager Report Faster with • Ensure compliance with regulatory requirements with pre-built starter kits Improved Visibility, • Leverage unlimited dimensionality in financial consolidation to drive new internal and Reduce Risk 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 revamped Web 2.0 user interfacesDeliver EPM Value Faster, • Leverage pre-built ERP integrations for faster time to valueReduce Cost of Ownership • 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 Insights11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Extend Planning Across the Enterprise Oracle’s Hyperion Enterprise Planning Solutions Predictive Modeling & Simulation Profitability Long-Term Workforce Capital Asset Project Financial and CostFinancial Planning Planning Planning Planning Management Planning, Budgeting & ForecastingFinancial OperationalDetail Detail12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion Project Financial Planning New Planning Module for Project Financial ManagementFunctional 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 projectsApplicable Across Industries• Aerospace & Defense, Utilities, Oil & Gas, Construction, Natural Resources, Manufacturing, 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 analysis14 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 accuracyNo of users • Planning maturity drives – More users participating in planning process – More complex calculations – More interactive scenarios  Need for significantly higher throughput  Sweet spot for Exalytics Model Complexity 15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Exalytics Use Cases for LOB Planning Human Capital Retail: Employee Productivity Store Level Forecasting Finance CPG: Receivables Trending SKU Forecasting Sales Pharmaceutical: Customer Analysis Clinical Trials Analysis Marketing Utilities: Loyalty Analysis Smart Meter Supply Chain Financial Services: Inventory Optimization Instrument Level Planning Manufacturing Telco: Material Cost Modeling Churn & Product Affinity16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Integrated Predictive Planning Capabilities Leverage Statistical Forecasting for Improved AccuracyFunctional Summary• Statistical prediction scenarios built into Hyperion Planning• Uses Oracle Crystal Ball Predictor to analyze historical data and project trends and patterns into the futureBenefits• 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 17 Copyright © 2012, Oracle and/or its affiliates. All rights Insert Information Protection Policy Classification from Slide 8 reserved.
  • Oracle Hyperion Strategic Finance and Smart View Align Strategic and Financial PlanningFunctional 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 reportsBenefits• Integrate and align strategic and financial planning• Consistent user experience across entire planning process 18 Copyright © 2012, Oracle and/or its affiliates. All rights Insert Information Protection Policy Classification from Slide 8 reserved.
  • Oracle Hyperion Profitability & Cost Management Detailed Profitability Feature Enables Micro-CostingFunctional Summary• Extend HPCM to address need for detailed profitability• Leverage RDBMS while retaining modeling paradigm of current HPCMBenefits• 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 20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Report Faster with Improved Visibility, Reduce Risk21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Implementing a World Class Close Oracle’s Hyperion 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 Reporting22 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 Management23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion Financial Management Support New Internal and External Reporting InitiativesConfigurable Dimensionality • Analyzing an account by 5 or more dimensions is a common need in financial services • Improved dimensional conformity with Oracle Hyperion PlanningADF Based UI – Web 2.0 styleNew Web Form/Grid AuthoringProduct Enhancements • POV management • Journal Enhancements • Process Control/Ownership Mgmt • Administration improvements • Load/Extract Behavior Change 24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Statutory Compliance Enable Full Compliance with Ever-Changing RequirementsHyperion Financial Managementbased Starter Kits to addressStatutory Reporting needs • New: Sustainability Reporting Starter Kit using the GRI G3.1 Guidelines • New: Solvency II QMR Reporting for Insurance Industry • IFRS • Geography-specific: both Oracle or Partners driven 25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Financial Management Analytics Deliver Executive Visibility On-the-Go • New offering that leverages OBIEE for pre-built dashboards and analytics – Direct, native access to data in Hyperion Financial Management and Financial Close Management – Packaged analytics are configurable and extensible • Enables mobile delivery of EPM data to finance executives and business users26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion Disclosure Management Updates Make Regulatory Filings Easier, Faster• SEC, HMRC, XBRL Formula Validation Support• XBRL dimensions tagged at the EPM data source level• Quick Map: One-click XBRL tag creation• Import/Export• Coming Soon: EDGAR format support for complete SEC filing creation27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Deliver EPM Value Faster, Reduce Cost of Ownership28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Rich User Experience Consistent, Web 2.0 User Experience Across Applications29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Seamless Data and Metadata Integration New Support for JDE and SAP FI/CO Data & Meta data Data Oracle EBS,PeopleSoft, JDE, SAP R/3 Financial Close and Fusion Apps Planning & Budgeting EPM WorkSpace Data Warehouse FDM/ Financial Reports Data Mart ERPI Strategy Smart View Management Other Profitability Mgmt. Systems Files, Excel, XML Drill-through & Write-back 30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Managing Financial Master Data: Oracle Hyperion Data Relationship Management• 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 31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Chart of Accounts Management (1) (2) Manage COA (3) Synchronize COA segment values Synchronize COA value sets with and hierarchies value sets with one or more EBS one or more FAH instances instances Data Relationship Management (4) Support Fusion and E-Business Fusion Accounting Hub E-Business Suite GL Suite co- existence Allocation Engine Financial Reporting & Analysis Journal Balances Financial Reporting Entries Ad Hoc Analyses Balances / Drilldown Analytical Dashboards32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • DRM: Proven Customer SuccessCommunications, Manufacturing & Technology Public Sector Financial Services Health CareMedia & Utilities Distribution Retail & CPG 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion EPM Roadmap Available since 04/2010Hyperion EPM 11.1.2 • New Financial Close Mgt. Product Hyperion EPM 11.1.2 .2 NOW Available April 2012 • New Disclosure Mgt. product • Hyperion Planning • New Public Sector Budgeting module • Project Financial Planning • Hyperion Planning • Predictive Planning • Configurable & data driven workflows • PSB Commitment Control • Conditional formatting • HSF – Smart View • Smart View extensions • ADF based UI revamp, bi-di support • Oracle tech stack optimization • Hyperion Financial Management • Configurable Dimensionality • ADF based UI revamp Available since 04/2011 • Financial Mgmt Analytics Hyperion EPM 11.1.2.1 • Financial Close • iXBRL HMRC Income Tax Returns • Account Reconciliations • PSFT & Financial Close Mgt. integration • EBS/Fusion Integration • Disclosure Management • SEC validations • Profitability & Cost Mgmt. • Micro-costing34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Enterprise Performance Management Bridge to Fusion ApplicationsOracle EPM is your Bridge to Fusion Strategy Planning and Management ForecastingApplications1. Streamline key financial management Financial Close Profitability processes and Reporting Management2. Get your financial master data in order Oracle BI Foundation3. Build up EPM skill set for leverage in FusionOracle EPM is the right solutionWith any mix of Oracle and non-Oracleapplications Others 35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • What Partners are Saying About the New Release36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • “We are extremely excited about the potential of Oracle Hyperion Planning applications running on the Oracle Exalytics In-Memory Machine. Our planning and forecasting customers can now leverage more detailed data, greater scalability with a larger number of users to deliver reduced plan cycle time and greater accuracy across their organization” Ramke Ramakrishnan - EPM and BI Senior Practice Director of MarketSphere Consulting37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • “Organizations that lack visibility into cost and profitability will find the expanded features of Hyperion Profitability & Cost Management attractive. These features allow revenues and costs to be allocated at a very granular level. Executives gain improved insight into how customer-driven interactions across any channel impact profitability and allow for improved decision-making about company offerings.” Robin Ranzal – President, Edgewater Ranzal Consulting38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • ““The new Account Reconciliation Manager brings the old manual account reconciling process into the 21st century with functionality and speed,” said Andy Levins, Solutions Architect TopDown Consulting. “The mapping process, detailed reconciliation, and strong security help reconcile a huge quantity of accounts in a expedient manner with a very strong audit trail. Both clients and auditors will love this tool”. Andy Levins – Solutions Architect, TopDown Consulting39 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….40 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle, a global leadershipGartner Magic Quadrant for Business Gartner Magic Quadrant Intelligence Platforms, 2012 for CPM Suites, 2012 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 This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Oracle. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartners Slide 41 research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
  • 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 2011Source: Gartner’s: “Market Share: All Software Markets, Worldwide 2011,” March 29, 2012, By Colleen Graham, Joanne Correia, David Coyle, FabrizioBiscotti, 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 DAquila, Laurie Wurster and Jie Zhang Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Slide 42
  • To Learn More about Oracle EPM and BI YOUR EMAIL@oracle.com Oracle Web Site: http://twitter.com/oracleEPMBI www.oracle.com/epm www.facebook.com/OracleEPMBI Virtual Briefing Center: www.oracle.com/goto/vbc http://blogs.oracle.com/EPM http://blogs.oracle.com/bi_pulse43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.