Planning lancio talleyrand aprile 2010

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Planning lancio talleyrand aprile 2010

  1. 1. What’s new in Oracle EPM System Planning and Cost Management Edoardo Bacchini Nicola Ciapponi Sales Consulting EPM
  2. 2. 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. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2
  3. 3. Agenda Why is this release important? <Insert Picture Here> Hyperion Planning 11.1.2 Summary of Key Features New Modules & Reporting Hyperion Profitability and Cost Management 11.1.2 Hyperion Strategic Finance 11.1.2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3
  4. 4. <Insert Picture Here> Why is the release important?
  5. 5. Why is this release important? Hyperion Planning 11.1.2 1. HPLN is the strategic planning platform within Oracle • Largest number product enhancements over the last 5+ years 2. Major enhancements in key product areas • Web UI sophistication • Process Management / Workflow • Depth of support for MS Office 3. New module: Hyperion Public Sector Planning & Budgeting • Public Sector Market • Related markets such as Healthcare and Higher Education Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 5
  6. 6. <Insert Picture Here> Hyperion Planning 11.1.2
  7. 7. Themes End User Experience Workflow Office Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 7
  8. 8. End User Experience Improved usability in web forms Sorting and Filtering, Ad hoc on the Web, Menus at cell level and Personalized Data Forms Traffic Lighting, Data driven visual exceptions and Validation notifications Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 8
  9. 9. End User Experience Increased flexibility Enhanced Composite Forms Area size manager Multi Tab Titles Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 9
  10. 10. End User Experience New Member Selector: Ad-hoc filtering, flexible display Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 10
  11. 11. End User Experience Reporting cube integration Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 11
  12. 12. Workflow Increased granularity in the Planning Unit definition Add one more dimension to entities Support different process management organization by scenario / version Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 12
  13. 13. Workflow Pre defined promotional path Automatically find the next owner Flexibility : Take ownership, multi select actions, out of office Data driven promotional path Support matrix organization Dynamically add reviewers based on data Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 13
  14. 14. Microsoft Office Excel: Allow Planners to perform Planning tasks in familiar MS Office environment Task Based Workflow Traffic Lighting & Data Validation Process Management Composite Forms All key Planning web capabilities available within Office Outlook Manage Planning task through Outlook tasks Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14
  15. 15. Outlook: Task Based Workflow Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 15
  16. 16. Outlook: Task Based Workflow Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 16
  17. 17. User’s Task Lists are available in Excel. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 17
  18. 18. Right click menus enable users to access planning options with a single click. Parity to web features. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 18
  19. 19. Cell level menu options to add supporting details, cell text/document attachment and drill back to source. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 19
  20. 20. Data validations and color coding. No coding required. Validation Messages based on excel column cell reference Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 20
  21. 21. Composite forms appear as tabs and share a common drop down point of view. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 21
  22. 22. Plan submission from excel. Validation rules can be applied to require additional approval levels. Promotional path visualized. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 22
  23. 23. Users can promote/approve budget or set ‘Out of Office’ message and delegate another user for process management from Excel. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 23
  24. 24. Users can promote/approve budget or set ‘Out of Office’ message and delegate another user for process management from Outlook.
  25. 25. Plan can be taken offline by using the SmartView panel. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 25
  26. 26. Single click to perform ad hoc analysis. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 26
  27. 27. SmartView Home • Option to display at start up • Displays users connections • Displays most recently used documents • Pin Important tasks Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 27
  28. 28. Budget Books • Define a budget book with sections and subsections with a table of contents • Financial Reports, MS Word, HTML, PDF and other file types as sections or attachments in the Book • Generate the book in PDF output or a static HTML web site • Templates will be provided for HTML layout and page customization • BI Publisher support • Support table of contents edits and web- site navigation links • Leverage book printing options in workspace • Built in search capability for HTML output • Integration with Document Management System (Stellent) Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 28
  29. 29. New Modules Public Sector Planning & Budgeting Balance Sheet Planning – Banking Model Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 29
  30. 30. Public Sector Budgeting Budget by position, by employee,...or both! Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 30
  31. 31. Oracle Balance Sheet Planning Enabling Financial Services Institutions to budget for a full balance sheet and the associated Net Interest Income Based on Cash Flows Cash Flow Balance Sheet & Net Interest Margin Planning Built on top of Hyperion Planning, leveraging Essbase and User Interface Separate Hyperion Planning Module (Like CAPEX & Workforce) Integration with Hyperion CapEx and Workforce Planning Integrated with Oracle Financial Services Profitability Management, Funds Transfer Pricing, and ALM
  32. 32. <Insert Picture Here> Hyperion Profitability and Cost Management 11.1.2
  33. 33. User Managed Profitability and Costing Models • Determine which products / customers / services are PROFITABLE and which are not • Discover which DRIVERS impact Costs and Profitability • Flexible and powerful profitability reporting and ANALYSIS • MODEL scenarios to evaluate action for improving profitability Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 33
  34. 34. Business Users Define Stages of Allocation Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 34
  35. 35. Business Users Control Definition of Allocation Methods Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 35
  36. 36. Business Users Control Definition of Assignment Rules Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 36
  37. 37. Profitability Management Provides a Business View Product Profitability by Customer Customer Profitability by Product Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 37
  38. 38. Profitability and Cost Management 11.1.2 What’s New Common Look and Feel Color Scheme & Tabs User Interface Enhancements Improved Modeling Experience Dimension Member Selection Persistence Trace Allocations Model Validation Data Transfer LCM Enhancements New HPCM Functionality Genealogy Improvements Standard Basis Drivers Sequence Priority Drivers Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 38
  39. 39. <Insert Picture Here> Hyperion Strategic Finance 11.1.2
  40. 40. Long-term Planning, Corporate Development and Treasury in a Single Model • 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 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40
  41. 41. Strategic Finance 11.1.2 What’s New Enhance Extended Analytics to push consolidation structure information This enhancement to HSF provides access to the consolidation metadata to allow customers to perform further custom analysis. Expand Localization Support HSF now supports 13 languages. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 41

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