Oracle EPM System - Keynote Speech
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Oracle EPM System - Keynote Speech  Oracle EPM System - Keynote Speech Presentation Transcript

  • 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Oracle Hyperion EPM System Customer Briefing Roma, 3 Maggio 2012 Oracle EPM System Release 11.1.2.2 Andrea Cravero Sales Consulting Sr. Director, Western Europe EPM2 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 20093 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Management Excellence How to gain a new competitive advantage Smart Agile Competitive Aligned Advantage MANAGEMENT EXCELLENCE OPERATIONAL EXCELLENCE Time4 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.
  • Agenda • Oracle’s EPM System • What’s New in EPM System Release 11.1.2.2 • Summary and Questions6 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 Analytics Analytics Analytics Analytics Financial Close & Profitability 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 Business Systems Data Marts Sources Applications & Semi- XML/Office ProcessesSources (Oracle, SAP, Others) Structured Data 7 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 and financial management Financial Close Profitability processes and Reporting Management• Modular, integrated suite• Fast time to value; Low TCO Common Administration Services• Over 6,000 customers Oracle BI Foundation 8 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 Improve Analytic Planning 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 Reduce Risk 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 Deliver EPM Value • Improve user productivity and collaboration with new Web 2.0 userFaster, Reduce Cost of interfaces Ownership • Leverage pre-built ERP integrations for faster time to value • Accelerate finance transformation initiatives with integrated enterprise dimension management 9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Plan at the Speed of Business,Improve Analytic Insights10 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 Detail11 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, Public Sector, Retail• IT/HR projects in any industry 12 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 analysis13 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 14 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 Customer Loyalty Pharmaceutical Behavior Analysis Clinical Trials Forecasting Sales Utilities Customer Analysis Smart Meter Marketing Financial Services Campaign Optimization Financial Instrum. Level Supply Chain Telecommunications Inventory Optimization Churn & Product Affinity15 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 16 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 17 Copyright © 2012, Oracle and/or its affiliates. All rights Insert Information Protection Policy Classification from Slide 8 reserved.
  • Oracle Hyperion Public Sector Planning and Budgeting New Functionality Enhances Budget ManagementDecision Packages • Budget Requests • Decision package approvals workflow • Notes and attachments in decision packages and budget requests 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 & Account Reconciliation ERP: Document Data Financial Financial & Oracle, SAP, Management Assurance Consolidation Mgmt. Reporting Legacy, Other & 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.
  • Sustainability Reporting Resembles Financial 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 publishable26 Copyright © 2012, Oracle and/or its affiliates. All rights Copyright © 2011, Oracle and/or its affiliates. All rights reserved. reserved.
  • Sustainability Reporting Starter Kit for Hyperion Financial Management • 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 security27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Make Analytics Available Wherever You Are By 2013, 33 percent of BI functionality will be consumed via handheld devices Gartner28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Executive Visibility with pre-packaged Financial Analytics29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Deliver EPM Value Faster, Reduce Cost of Ownership31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Rich User Experience Consistent, Web 2.0 User Experience Across Applications32 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 Data Mart FDM/ Financial Reports ERPI Strategy Management Smart View Other Systems Profitability Mgmt. Files, Excel, XML Drill-through & Write-back 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • Technology priorities Standardize master data34 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 35 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 • New Disclosure Mgt. product • New Public Sector Budgeting module Hyperion EPM 11.1.2 .2 NOW Available April 2012 • Hyperion Planning • Hyperion Planning • Configurable & data driven workflows • Project Financial Planning • Conditional formatting • Predictive Planning • Smart View extensions • PSB Commitment Control • Oracle tech stack optimization • HSF – Smart View • ADF based UI revamp, bi-di support • Hyperion Financial Management • Configurable Dimensionality • ADF based UI revamp Available since 04/2011 • Financial Mgmt Analytics • Financial Close Hyperion EPM 11.1.2.1 • Account Reconciliations • iXBRL HMRC Income Tax Returns • EBS/Fusion Integration • PSFT & Financial Close Mgt. integration • Disclosure Management • SEC validations • Profitability & Cost Mgmt. • Micro-costing38 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….44 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 Slide 45
  • 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 46
  • Q&A48 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 49 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.