Plenaria lancio talleyrand aprile 2010

Agenda 9:30 Welcome Coffee 10:00 Oracle EPM System Overview and What‟s New in Release 11.1.2 11:00 Break 11:30 Hyperion Planning: Financial Close nuova interfaccia, Management nuove soluzioni Hyperion Planning: Disclosure Management process management, integrazione con MS Office Hyperion Profitabilty Essbase Application Link and Cost Management for HFM 13:00 Buffet Lunch Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Slide 0

Milano, 27 Aprile 2010 "... My Lord, you can do anything you like with bayonets, except sit <Insert Picture Here> on them... " Charles-Maurice de Talleyrand-Périgord Oracle Enterprise Performance Management System Overview Stefano Oddone, EPM Sales Consultant Manager

What are we announcing? Oracle EPM System 11.1.2 • GA since 2010, April 22 • Most significant release since version 11 in July 2008 • Fifth year of R&D and investment for delivering an EPM system instead of product working in silos Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Slide 2

Oracle Leadership in Key Markets • Enterprise Performance Management • Business Analytics • Database • Database Share on Linux • Supply Chain Management • CRM • Retail • Communications • Human Capital Management • Financial Services • Public Sector • Professional Services 83% delle aziende Fortune 500 usa Oracle EPM il 63% delle aziende FTSE MIB40 ha almeno un modulo EPM Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Oracle‟s Commitment Slide 4

Market analysts opinion on Oracle strategy Oracle has established Hyperion as the centerpiece of Oracle's future CPM strategy and has continued to deliver on its road map promises (delivering Oracle Enterprise Performance Management [EPM] Fusion Edition 11.1.1 in 2008) Gartner Research Note G00163218, Magic Quadrant for CPM Suites, 19 December 2008 SAP and Oracle had more overlaps to resolve. Each had to decide which products to lead with and which to put on life support. Oracle’s clear choice was to lead with the Hyperion BPS products, while SAP chose a mix of assets between its portfolio (e.g., OutlookSoft and Pilot Software) and those of Business Objects (e.g., ALG Software and Cartesis) Paul D. Hamerman, Business Performance Solutions: Clash Of The Titans, Forrester, 20 January 2009 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Oracle‟s Commitment Slide 5

Continuous Investment • New application modules: • Public Sector Planning & Budgeting • Financial Close Management • Disclosure Management • Essbase Application Link for HFM • Massive enhancements to Oracle Hyperion Planning • Significant enhancements to Oracle Essbase, Oracle Hyperion Data Relationship Management, Oracle Hyperion Profitability and Cost Management, other modules • Significant enhancements to System Management • Available in 15 languages Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Oracle‟s Commitment Slide 6

Financial Close Best Practices Critical Components to Implement CFO Dashboard Governance, Risk & Compliance Financial Close Management ERP: Data Financial Financial and Disclosure Oracle, SAP, Management Assurance Consolidation Reporting Management Legacy, Other Transactions Reporting External General Data Internal Mgmt Sub Ledger Close Consolidation Financial Ledger Close Assurance Reporting Reporting Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control 8 Slide

Streamline the Extended Close Process with Oracle Hyperion Financial Close Management New ! • Enterprise-wide Close Process Monitoring • 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 • Includes proven Oracle FMW technologies (i.e. BPEL, WebLogic) Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control 9 Slide

Ensure High Quality Report Submission with Oracle Hyperion Disclosure Management • Author statutory documents from SmartView for Office • MS Word and Excel for authoring • Direct integration with HFM, Planning and Essbase • Support for all required report formats: MS Word, HTML, PDF • Embedded XBRL tagging support • Taxonomy Management • Instance document creation and validation Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control10 Slide

Extend Financial Reporting capabilities ! New with Oracle Essbase Analytics Link for HFM • Real-Time or On Demand integration with Hyperion Financial Mgmt • Delivers Essbase analytics on live HFM data • Extend the data model , add dimensions • Integrate additional data sources • Fulfill analytic needs while offloading consolidation servers • More users, more reports, bigger queries • Fast reporting performance • Simple and automated implementation Oracle HFM Essbase Application Analytics Link Oracle Essbase Copyright © 2009, Oracle and/or its affiliates. All rights Oracle Confidential reserved. Control11 Slide

The Convergence of EPM and GRC Governance Goals Risk Management Strategies Compliance Plans And And Control Execution Better Results Together! Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control 13

Run your business better and prove it with Oracle Governance, Risk & Compliance GRC Intelligence 360º Visibility • Single source of GRC Information Dashboards Reporting KRI & Alerts • Pre-built dashboards • Respond to KRI and issues GRC Manager Centralized GRC Oversight • Common Repository for GRC Obligations & Policies & Risks & Issues & Objectives Processes Controls Incidents • Audit and Assessment of Controls • Integrated remediation management GRC Controls Embedded Controls SOD & Application Transaction • Detective, Preventive, Contextual Access Configuration Monitoring • Automated controls testing • Pre-built controls library Custom or Legacy Applications Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control14 Slide

Improve Financial Governance & Control Integration with EPM System Oracle GRC Manager Oracle/PSFT Financials HFM Application Oracle/PSFT Financials Oracle GRC Controls Financial Audit Scoping Tool Blueprint Integrate HFM account balance data into GRC Manager Assess materiality of internal control issues and prioritize remediation Segregation of Duties for Hyperion Blueprint Single point of maintenance for users, groups, roles etc across ERP and HFM Avoid potential violations in segregation of duties Oracle Confidential Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control 15

Enhanced Application Management Oracle Hyperion EPM Architect and Calculation Manager • Enhanced Essbase Support • ASO and BSO • Classic upgrade to EPMA • “Smart mapping” of Planning applications to ASO cubes • HFM Copy Application • “Procedural” Calculations on ASO Cubes • Complex Allocations • Custom Calculations • Additional Templates • Parameter Passing Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control16 Slide

Oracle EPM System connects Performance Management Processes Common Reporting & Interaction Strategic Planning Planning & Forecasting Data Synch Financial Close Profitability Management Common Integration & Analysis Engine Consistent Dimensions, Business Rules, Metrics, Data Quality Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 18 Slide 18 Simplicity

Oracle BI 11g Accessing Hyperion Applications …coming soon on you PC screens! Ad hoc Interactive Reporting & Proactive MS Office Analysis Dashboards Publishing Detection & Outlook For Oracle BI Customers and Alerts • Seamlessly access financial data stored and managed in HFM or Planning • Supported features include: metadata discovery & import, query generation, gateway access Common Enterprise Information Model • HFM and Planning data participate in BI Server Enterprise Information Model For HFM and Planning Customers HFM • Access to dashboards, ad-hoc query, OLTP & ODS Data Warehouse Files Excel + reporting & analysis capabilities • Leverage BI Server‟s federation PLANNING Systems Data Mart XML capabilities to analyze financial & operational data Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Slide 19 Simplicity

End User Experience Enhancements in Hyperion Planning Improved usability in web forms • Ad hoc analysis on the Web, Personalized Data Forms • Menus at cell level • Traffic Lighting, Data driven visual exceptions • Validation Rules Builder Increased flexibility to view / enter data • Dimensions Drag & Drop • Enhanced Composite Forms • Filtering: Leverage UDA, Attribute, levels, generation • Sorting Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20 Slide 20 Simplicity

End User Experience Enhancements in Hyperion Planning Full functional parity Web - Excel • Manage Planning Task Lists in Excel • Spreading, Mass Allocation • Tasks and Task List details • Data Validation • Composite Data Form • Contextual Data Cell Menu Process Management with MS Office • Promotion and Status Change in Excel • Planning Tasks and Instructions integrated in Outlook • Copy Versions Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 21 Slide 21 Simplicity

Accuracy and Accountability New Process Management in Hyperion Planning Increased granularity in the Planning Unit definition • Add one more dimension to entities • Support different process management organization based scenario / version combination Pre defined promotional path • Automatically find the next owner • New Roles: Reviewers and Notified Users Data driven promotional path • Support matrix organization (New!) • Dynamically add reviewers and update promotional paths based on data • Leverage threshold-based submission Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 23 Slide 23 Accuracy

Oracle Hyperion Profitability & Cost Management “Next level of insight” for Cost Optimization Oracle Hyperion P&C Management is: • A User-Driven Profitability solution • Pre-built Measures Dimensions • Support to every Cost Allocation methodology • Pre-built model validation functionalities • Graphic traceability of costs flow • Essbase based • An Allocation Engine • A Reporting & Analysis Engine • A Scenario Modeling Engine • What’s new in HPCM 11.1.2 • Standard Basis Drivers • Sequence Priority Drivers • Genealogy Reporting Improvements • Performance Gains Copyright © 2009, Oracle and / or its affiliates. All rights reserved. Slide 25 Accuracy

Oracle Hyperion Profitability & Cost Management If you don’t have this insight... You’re missing something! Full insight for every cost object: End-user has a full explanation (Input quantities, allocated quantities, used driver, driver values, percentage contribution,…) of every single allocation Slide 26 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

Enhanced predictive modeling using Oracle Crystal Ball • A simple to use but highly effective tool for: • Simulation • Forecasting • Optimisation • Improved accuracy in your forecasts • Improved What-If analysis • No longer simply trial and error • Better quality decisions • Provide risk measures to complete scenario evaluation • Take decisions based on success probability Slide 27 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

Report on Risk using Oracle Crystal Ball Credit Risk Planning Report and analyze Earnings Per Share Siebel Marketing more than ”naked” Cash balance Sales Essbase HSF, HFM numbers More More Any Oracle Any Number Technology Report on key Finance, Energy metrics plus their Life Sciences Public Sector associated risk. Manufacturing More Any Industry Model the scenarios Calculate the probabilities Report on the risk Slide 28 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

Example: Simulation with Essbase & CB Model input Crystall Ball provides stochastic and statistical features (e.g. Monte Carlo Simulation) Model Submit output Recalculate Essbase contains data, model logic and business rules Slide 29 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

What are Enterprise Dimensions? Measures of value Classify transactional & analytical data Reflect how the enterprise measures value Shared across multiple business functions & systems Usually hierarchical, often inter-connected FINANCIAL ORGANIZATIONAL ANALYTICAL Charts of accounts: Organization hierarchies Cross-dimensional mappings Support multiple accounting Legal entity structures Intercompany mappings standards (IFRS, US GAAP) Suppliers / vendors / customers „Alternate‟ roll-up structures Cost centers Location hierarchies: Consolidated external reporting Store locations Support multiple jurisdictions Regional management Business segmentation Sales channels Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 31

Enterprise Dimension Management Add value to the enterprise Align business dimensions across the enterprise to: 1. Reduce risk of reporting mis-statement 2. Increase ease of regulatory compliance 3. Reduce maintenance costs for EPM, BI, DW & ERP 4. Increase effective data sharing across EPM & BI “Enterprise Dimension Management is also critical to Enterprise Performance Management (EPM), no one believes the reports and dashboards if the data is a mess.” Bill Swanton VP, Research AMR Research Slide 32 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 32

Dimension Management with Hyperion DRM Unified source of enterprise wide dimensions • Simplify: • Browser based client • Simplify definition and maintenance process • Specific functionalities • Align: • Align dimensions across Oracle e non- Oracle systems (ERP, EPM, BI, DWH,…) • Governance: • Audit, versioning & change control • Role-based security model • Risk mitigation: • Automatic validation rules Slide 33 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 33

From “Scattered” Dimension Maintenance… Low maturity model, high maintenance costs Enterprise Applications GL Sales Consol Reporting Essbase DW Entity Entity GL 1 CC 1 CC 1 CC 2 CC 2 CC 1 CC 3 Time GL 2 GL 1 GL 1 Prod Prod Prod Org Org Scattered Dimension Maintenance ( Multiple, loosely-coordinated parallel processes & workflows ) Slide 34 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 34

…to “Governed” Dimension Maintenance High maturity model, reduced maintenance costs Enterprise Applications GL Sales Consol Reporting Essbase DW Entity Time Prod Org CC GL Oracle Hyperion DRM (Enterprise dimensions aligned – unified source of „truth‟ – delegated governance) Slide 35 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 35

FDM offers unique ERP Integration for EPM …and even more with ERPI Data + Metadata Oracle EBS, PeopleSoft, SAP R/3 Financial Close Data Warehouse Planning & Forecasting Data Mart EPM WorkSpace FDM + Financial Reports ERPI Profitability Management SmartView Other Systems Strategic Planning File Excel XML Drill-back Slide 36 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 36

What did we have in 11.1.1.3? Main FDM / FDM ERPI features • Import and load data and metadata from EBS GL and PSFT GL to HFM and Planning via ERPI • Drill back for HFM/Planning data from Workspace, Financial Reports and Smartview • Import and load data from any data base, file, xls, SAP R/3 (4.6c, ECC6) to any EPM application via classic FDM • Drill back from HFM, Planning, Essbase, HSF, Enterprise via FDM Slide 37 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 37

What did we add? Main FDM / FDM ERPI features in 11.1.2 • EPM to GL Write-back • Write-back of Planning budgets to EBS 11.5.10 cu2, 12.0.6, 12.1.1 and PeopleSoft 9.0 G/L • Financial Close Manager support • PeopleSoft HR support for Public Sector Budgeting • Improved ERP Integrator support for Classic Essbase loads (ASO & BSO) and drill-through to ERP • Localization Slide 38 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration 38

Oracle EPM System Release 11.1.2 Extends Oracle’s Market Leadership  Streamline planning and forecasting processes with major Extend Planning Reach enhancements in core planning application Across the Enterprise  Enhanced operational planning and industry based solutions  Orchestrate extended financial close process with new financial Streamline End-to-End close management module Financial Close Process  Improve transparency and financial governance through GRC integration  Integrate XBRL to improve timeliness and accuracy of statutory Improve Timeliness and reporting with new disclosure management module Confidence in Financial  Enable powerful analytics on consolidated financial data with Oracle Reporting Essbase Analytics Link for HFM  Integrate management and operational processes with enhanced ERP integration Deliver EPM Value Faster, Reduce TCO  Streamline hierarchy and dimension management with enhanced data relationship management module Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Slide 40

Plenaria lancio talleyrand aprile 2010

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