Planning 11.1.2 roma maggio 2010
Upcoming SlideShare
Loading in...5
×

Like this? Share it with your network

Share
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
3,087
On Slideshare
3,086
From Embeds
1
Number of Embeds
1

Actions

Shares
Downloads
173
Comments
0
Likes
0

Embeds 1

http://www.slideshare.net 1

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. What’s new in Oracle EPM System Planning and Cost Management Marco Rossi Mino Francioso Sales Consulting EPM
  • 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. Agenda Hyperion Planning 11.1.2: <Insert Picture Here> why is this release important ? Summary of Key Features  Data Form Designer  Process Management  End User Experience  SmartView for MS Office 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. Why is this release important to you? 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. Company Confidential – Version for Internal Use Only 4
  • 5. Robust End User Experience Hyperion Planning 11.1.2 Powerful Process Management Validation of plans including color coding, notifications and approvals Sophisticated Web and MS Excel capabilities Comprehensive support for MS Office; Excel, Word, PowerPoint and Outlook Task Lists and user actions within MS Outlook and Excel Enhanced reporting and budget books Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 5
  • 6. Public Sector Planning & Budgeting Accelerate Position & Employee Budgeting • Out-of-the-box configurable and expandable position and employee expense budgeting • Project and evaluate the impact of employee compensation and benefits • Forecast the impact of new positions, workforce reductions, contract proposals • Powerful workflow and process management for budgeting and forecasting • Integration with ERP Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 6
  • 7. Oracle Balance Sheet Planning Hyperion Planning 11.1.2 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
  • 8. Budget Books Hyperion Planning 11.1.2 • 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. Company Confidential – Version for Internal Use Only 8
  • 9. Reporting cube integration Hyperion Planning 11.1.2 Map Planning application to Reporting application Dimensions & Smart Lists mapping Point of View definition Reporting & Analysis on top of Planning Smart List values Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 9
  • 10. Agenda Hyperion Planning 11.1.2: <Insert Picture Here> why is this release important ? Summary of Key Features  Data Form Designer  Process Management  End User Experience  SmartView for MS Office Hyperion Profitability and Cost Management 11.1.2 Hyperion Strategic Finance 11.1.2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 10
  • 11. Summary of Key Features Hyperion Planning 11.1.2 End User Experience All key Planning web capabilities available within Office Improved usability in web forms Sorting and Filtering, Ad hoc on the Web, Menus at cell level and Outlook Personalized Data Forms Manage Planning task through Outlook tasks Traffic Lighting, Data driven visual exceptions and Validation New Modules notifications Public Sector Planning & Budgeting [Position Budgeting] Increased flexibility to view / enter data Defaults for each organization Enhanced Composite Forms Costing account for different benefit types Improve administration functionality Salary account for each organization New Member Selector Position defaults for each organization Ad-hoc filtering: Leverage UDA, Attribute, levels, generation Support Salary and Non-salary components Flexible display Step-based Sorting Rate-based Reduce time to design forms Value-based Reporting cube integration Multiple benefits Additional earnings and tax components Workflow Override default account for each non-salary component Increased granularity in the Planning Unit definition Balance Sheet Planning (Separate Presentation to follow) Add one more dimension to entities Support different process management organization by scenario / Budget Books version Define a budget book with sections and subsections with a table of Pre defined promotional path contents Automatically find the next owner Insert FR reports, MS Word, HTML, PDF and other file types as Flexibility : Take ownership, multi select actions, out of office sections or attachments in the Book Data driven promotional path Include cell text and associated URLs from Planning into the book Support matrix organization Dynamically add reviewers based on data 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 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 11
  • 12. <Insert Picture Here> Data Form Designer Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 12
  • 13. Data Form Designer Standard & Composite Data Form Dimension drag & drop New Properties pane Grid/Row/Column properties Display properties New Validation Rules Builder Additional rows/columns Member Formula Blank Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 13
  • 14. Data Form Designer Standard & Composite Data Form Extended Member Selector Members Count Gen/Level Filter Keep only by function New Composite Layout Manager 2-rows, 2-columns, custom design Section Properties Panel Display as Tab Common Dimensions Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14
  • 15. Data Form Designer Data Validation Rule Builder New Validation Rule builder Validation based on data value, member, attribute, property type Condition-based cell color coding, validation message and workflow If, Then … Else statement No more javascript code writing Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 15
  • 16. <Insert Picture Here> Process Management Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 16
  • 17. Process Management Planning Unit Hierarchy 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 Based on Planning Unit Hierarchy owner assignments including owners and reviewers Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 17
  • 18. Process Management Matrix-based and Dynamic Promotional Path Data driven promotional path Support matrix organization (New!) Dynamically add reviewers and update promotional paths based on data Leverage threshold-based submission Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 18
  • 19. Process Management End User Experience Process Management Flexibility New options available - take ownership, multi select action, out of office and delegation Additional Approvals based on Data Validation Rules including Sub-process Status Sorting & Filtering based on Planning Unit, Process Status or Location Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 19
  • 20. <Insert Picture Here> End User Experience Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 20
  • 21. End User Experience Ad-hoc mode, Filtering & Sorting, Data cell Menu Ad hoc on the Web – Keep only – Drill up and down – Pivot – Member Selector Save personalized data form Sorting and Filtering Menus at cell level Traffic Lighting, Data driven visual exceptions and Validation notifications Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 21
  • 22. <Insert Picture Here> SmartView for MS Office Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 22
  • 23. Smart View for MS Office Outlook Integration Manage Planning Task Lists through Outlook Calendar and Tasks View Instructions Open URL Open Web Form in MS Excel Mark As Complete Tasks and Task List details Report creation and automatic Reminders Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 23
  • 24. Smart View for MS Office All key Planning web capabilities available within Excel Manage Planning Task Lists in Excel Tasks and Task List details New SmartView pane – Shared and Private Connections – Most Recently Used documents and Pin Important Tasks – Option to display at start up Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 24
  • 25. Smart View for MS Office All key Planning web capabilities available within Excel Composite data form Data grids as spreadsheet tabs Common Dimension sharing through color coding Ad-hoc mode Contextual data cell menu Member Formula Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 25
  • 26. Smart View for MS Office All key Planning web capabilities available within Excel Process Management Promotional Path Change Status Additional Approval Validation Out of Office Assistant Traffic Lighting & Data Validation Visual clues Validation Message Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 26
  • 27. Smart View for MS Office All key Planning web capabilities available within Excel Copy Version for Planners Tracking capability through Job Console One central place to manage Planning preferences that will be propagated to all Planning front ends Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 27
  • 28. Agenda Hyperion Planning 11.1.2: <Insert Picture Here> why is this release important ? Summary of Key Features  Data Form Designer  Process Management  End User Experience  SmartView for MS Office Hyperion Profitability and Cost Management 11.1.2 Hyperion Strategic Finance 11.1.2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 28
  • 29. User Managed Profitability and Costing Models Hyperion Profitability & Cost Management • 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. 29
  • 30. Profitability Analysis Workflow Allocation Cost & Revenue Metadata Model Allocation Profitability & Cost Analysis Management Definition Calculations • Create & Create & Manage • Store Cost, Revenue Reporting Cube with Manage Business Model: & Driver Data Allocation Genealogy Dimensional • Stages of • Calculate Model & • Profitability Analysis Hierarchies Allocations Store Results • Cost & Revenue • Deploy the • Drivers • Validate the Model Contribution Analysis Application • Allocation Rules • Generate the Reporting Cube • Automated CalcScript Generation
  • 31. Profitability Analysis Environment Allocation Cost & Revenue Metadata Model Allocation Profitability & Cost Analysis Management Definition Calculations • Create & Create & Manage • Store Cost, Revenue Reporting Cube with Manage Business Model: & Driver Data Allocation Genealogy Dimensional • Stages of • Calculate Model & • Profitability Analysis Hierarchies Allocations Store Results • Cost & Revenue • Deploy the • Drivers • Validate the Model Contribution Analysis Application • Allocation Rules • Generate the Reporting Cube • Automated CalcScript Enterprise Generation Performance Management Architect Essbase Essbase Calculation Reporting Cube Cube BIEE, Web Analysis, Financial Reporting, Excel, Smartview Hyperion Profitability & Cost Management
  • 32. Traceability Maps
  • 33. Profitability Analysis
  • 34. EPM Customers Benefits Hyperion Profitability & Cost Management Packaged Profitability functionality Framework for profitability modeling Support for Any Cost Allocation methodologies Model Validation reporting Traceability Maps Translation of Business rules into high-level Calcscript Designed for the business user, ease acceptance Integration with EPM system, common infrastructure Metadata sharing, Apps & User Management, Common Reporting Tools, same infrastructure as Planning Essbase
  • 35. 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. 35
  • 36. Agenda Hyperion Planning 11.1.2: <Insert Picture Here> why is this release important ? Summary of Key Features  Data Form Designer  Process Management  End User Experience  SmartView for MS Office Hyperion Profitability and Cost Management 11.1.2 Hyperion Strategic Finance 11.1.2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 36
  • 37. Long-term Planning, Corporate Development and Treasury in a Single Model Hyperion Strategic Finance • 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. 37
  • 38. 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. 38
  • 39. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 39