Skds what is in hyperion - epm overview - 2.0

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Skds what is in hyperion - epm overview - 2.0

  1. 1. SYNTELLIKNOWLEDGE EPM APPLICATIONS OVERVIEWDOCUMENT SERIES Syntelli Solutions Inc. | www.syntelli.com, 877-SYNTELLI
  2. 2. Oracle EPM Applications Overview CONTENTS1 Introduction……………………………………………………………………….3 1.1 Industry Leadership ................................................................................................... 4 1.2 Robust & Scalable Architecture ................................................................................. 5 2.1 Hyperion Planning ...................................................................................................... 7 2.2 Hyperion Financial Management............................................................................. 11 2.3 Hyperion Performance Scorecards .......................................................................... 15 2.4 Hyperion Strategic Finance ...................................................................................... 10 2.5 Hyperion Profitability and Cost Management ......................................................... 16 2.6 Hyperion Capital Asset Planning ................................................................................ 8 2.7 Hyperion Workforce Planning ................................................................................... 9 2.8 Hyperion Financial Data Quality Management ....................................................... 12 2.9 Hyperion Data Relationship Management .............................................................. 133 Conclusion………………………………………………………………………..18Syntelli Solutions Inc. Confidential Page 2 of 18
  3. 3. Oracle EPM Applications Overview1 IntroductionOracles Enterprise Performance Management (EPM) applications are a modular suite ofintegrated applications that support a broad range of strategic and financial performancemanagement processes and enable management excellence. This comprehensive, market-leadingsuite drives profitable growth by delivering predictable results, improving transparency andcompliance, and increasing business alignment.The performance management applications are for forward looking goal-setting, modeling,forecasting and reporting needs of the organization. The BI applications are for reporting andanalytics across different functional areas of the business. Integrates Transaction, Intelligence and Financial SystemsSyntelli Solutions Inc. Confidential Page 3 of 18
  4. 4. Oracle EPM Applications Overview1.1 INDUSTRY LEADERSHIPAs per industry experts, Oracle Hyperion has been a consistent leader for over 10 years in a row.Syntelli Solutions Inc. Confidential Page 4 of 18
  5. 5. Oracle EPM Applications Overview1.2 ROBUST & SCALABLE ARCHITECTUREOracle Hyperion EPM System is the industry’s only EPM system that drives ManagementExcellence by creating smart, agile and aligned organizations. It’s the first to integrateperformance management applications with business intelligences and the only solution that usesa common enterprise information model, common foundation and common master data.In addition, Oracles EPM applications leverage Oracle Business Intelligence Foundation and OracleFusion Middleware to integrate data from multiple sources and provide dashboards, reporting,and analysis. The suite offers powerful, integrated reporting and analysis tools, includingproduction reporting, graphical analysis, and a MS Office interface built for use by end-users. Acommon workspace, common security and metadata management enable a single point ofmaintenance for reduced cost of administration and ownership vs. non-integrated point solutions.There is a single user access layer which provides a single set of interfaces to provide users accessto all of the tools and applications available in the EPM System. It leverages Oracle’s FusionMiddleware but is also hot pluggable with non-Oracle applications and technologies.Syntelli Solutions Inc. Confidential Page 5 of 18
  6. 6. Oracle EPM Applications Overview2 EPM ApplicationsOracle Hyperion EPM applications are drives organizations for higher profitable growth andprovides them insights into running their businesses.For a customized roadmap of implementation of the following solutions in your organization,please contact us and we can ensure the right sequence of implementation for maximum benefit:Planning & Controlling: 1. Hyperion Planning 2. Hyperion Capital Asset Planning 3. Hyperion Workforce Planning 4. Hyperion Strategic FinanceStrategy Execution & Management Enablement: 5. Hyperion Performance Scorecards 6. Hyperion Profitability and Cost Management 7. Hyperion Data Relationship ManagementAccounting & Finance Essentials: 8. Hyperion Financial Management 9. Hyperion Financial Data Quality ManagementSyntelli Solutions Inc. Confidential Page 6 of 18
  7. 7. Oracle EPM Applications Overview2.1 HYPERION PLANNINGOracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting andforecasting solution that integrates financial and operational planning processes and improvesbusiness predictability. It provides an in-depth look at business operations and its related impacton financials, by tightly integrating financial and operational planning models. With OracleHyperion Planning you can meet your immediate financial planning needs while enabling aplatform for future cross-functional expansion and automated process integration.Benefits  Ensure accuracy—Validate forecasts with integrated, best-in-class analytics  Reduce budgeting time—Improve cycles by weeks or months  Align the organization—Combine financial and operational planning in one system  Address finance needs quickly—Meet immediate finance needs while enabling operations-specific budgeting processes  Maximize modeling capabilities—Support advanced, power user modeling capabilities with nearly seamless Microsoft Excel integration  Gain mass user acceptance—Appeal to a wider user community through a simplified Web interface  Reduce implementation time—Add quick-to-implement, packaged functional planning modulesSyntelli Solutions Inc. Confidential Page 7 of 18
  8. 8. Oracle EPM Applications Overview2.2 HYPERION CAPITAL ASSET PLANNINGOracle Hyperion Capital Asset Planning, software is a specialized planning module that automatesthe planning of capital assets and capital asset related expenses, such as depreciation,maintenance and insurance. It includes pre-built functionality and best practices that easily planfor all your capital expenses. It is also directly linked to Oracle Hyperion Planning Plus, so you canimmediately assess the impact of your capital expenses on your overall expenses and financialstatements.Benefits  Deploy Quickly—Simplify implementation processes and reduce maintenance requirements  Improve Confidence—Manage all capital expenses easily, ensure security over data, calculations, and global settings  Optimize Resources—Assess the immediate impact of capital expense decisions on financial statements )  Enhance Accuracy—Achieve greater accuracy, predictability, and accountability by involving operational-level planners  Gain Efficiency—Eliminate manual steps by using a comprehensive planning solutionSyntelli Solutions Inc. Confidential Page 8 of 18
  9. 9. Oracle EPM Applications Overview2.3 HYPERION WORKFORCE PLANNINGOracle Hyperion Workforce Planning software is a special-purpose planning module that makesheadcount, salary, and compensation planning fast and efficient across the enterprise. Designedwith pre-built functionality and best practices that are ready to use right out of the box, itsimplifies the planning of workforce and workforce related expenses, such as bonuses, fringebenefits, overtime and merit increases. It also automatically and seamlessly links your workforceexpense plans into Oracle Hyperion Planning Plus, to deliver accurate and real-time awareness ofthe business impact of your workforce decisions on your overall expense plans.Benefits  Deploy Quickly—Simplify implementation and reduce maintenance requirements with prebuilt functionality  Improve Confidence—Address all workforce planning requirements with a fully flexible and open architecture  Enhance Accuracy—Achieve greater accuracy, predictability, and accountability through detailed headcount, salary and benefit planning  Optimize Resources—Assess real-time impact of salaries and associated workforce expenses  Save Time and Money—Reduce workforce planning cycle time by eliminating dependency on spreadsheetsSyntelli Solutions Inc. Confidential Page 9 of 18
  10. 10. Oracle EPM Applications Overview2.4 HYPERION STRATEGIC FINANCEOracle Hyperion Strategic Finance (HSF) software is a financial modeling application that letsexecutives identify and understand the full financial impact of alternative corporate strategies. Itdelivers pre-packaged modeling and forecasting so your finance experts can better spend theirtime testing alternative strategies, building contingency plans, and understanding the impact ofthose strategies and plans on your organization’s long-term performance.Benefits  Create Business Value—Integrate long-term planning, treasury strategies and corporate development analysis  Save time and money—Reduce model-building efforts using pre-built financial modeling logic  Improve Strategic Decision-making—Perform more comprehensive financial analysis in less time, reduce simulation time from days to minutes  Minimize risk and uncertainty—Improve accuracy of financial models with ensured accounting integrity  Deploy Quickly—Implement quickly with minimal IT supportSyntelli Solutions Inc. Confidential Page 10 of 18
  11. 11. Oracle EPM Applications Overview2.5 HYPERION FINANCIAL MANAGEMENTOracle Hyperion Financial Management (HFM) is a comprehensive, Web-based application thatdelivers global financial consolidation, reporting and analysis in a single, highly scalable softwaresolution. It utilizes todays most advanced technology, yet is built to be owned and maintained bythe enterprises finance team.Benefits  Accelerate reporting cycles—Reduce closing cycles by days, deliver more timely results to internal and external stakeholders  Improve transparency and compliance—Helps reduce the cost of compliance (as stipulated by the Sarbanes-Oxley Act, electronic filing, and other regulatory requirements) and support disclosure requirements, such as sustainability reporting  Perform strategic analysis—Spend less time on processing and more time on value-added analysis  Deliver a single truth—Provide a single version of the truth to support financial management and statutory reporting  Easily integrate—Integrate not only with Hyperion products but also with your existing infrastructureSyntelli Solutions Inc. Confidential Page 11 of 18
  12. 12. Oracle EPM Applications Overview2.6 HYPERION FINANCIAL DATA QUALITY MANAGEMENTOracle Hyperion Financial Data Quality Management (FDM) is a packaged solution for financeusers that helps develop standardized financial data management processes with its Web-basedguided workflow user interface. Its data preparation server can ease integrating and validatingfinancial data from any of your source systems. And to further reduce your data integration costsas well as data mapping complexities, FDM includes prepackaged adapters for Oracle HyperionFinancial Management, Oracle Hyperion Planning, Oracle Hyperion Strategic Finance, OraclesHyperion Enterprise, Oracle Essbase, and Oracle E-Business Suite.Benefits  Increase quality—Improve your financial data quality and confidence in the numbers  Simplify data handling—Abridge the collection, mapping, verification, and movement of financial data  Standardize—Rely on repeatable financial processes  Reduce expenditures—Lower the cost of compliance  Improve productivity—Eliminate manual file manipulation and bottlenecks  Improve insight—Drill-through from EPM applications to transactional systemsSyntelli Solutions Inc. Confidential Page 12 of 18
  13. 13. Oracle EPM Applications Overview2.7 HYPERION DATA RELATIONSHIP MANAGEMENTAs organizations grow and evolve, it becomes essential to manage master data across informationsilos that result from mergers and acquisitions, departmental initiatives, or legacy systemproliferation. Data consistency, integrity, quality and accuracy suffer. And, no one trusts theinformation and insight that ensues. Oracle Hyperion Data Relationship Management (DRM),(previously known as Hyperion Master Data Management) provides enterprises with a solution tobuild consistency within master data assets despite endless changes within the underlyingtransactional and analytical systems.DRM provides the industrys first data model-agnostic master data management solution built toenable financial and analytical master data management in dynamic, fast-changing businessenvironments.Financial Master Data ManagementCreate an enterprise view of financial chart of accounts, cost centers and legal entities with a viewto govern on-going financial management and consolidation based on consistent definitions offinancial and reporting structures across general ledger systems, financial consolidation, planningand budgeting systems.Analytical Master Data ManagementCreate an enterprise view of analytical dimensions, reporting structures, performance measuresand their related attributes and hierarchies using Oracle Hyperion Data RelationshipManagements data model-agnostic foundation. Construct departmental perspectives that bearreferential integrity and consistency with master data constructs based on validations andbusiness rules that enforce enterprise governance policies. Synchronize master data withdownstream systems including business intelligence (BI)/enterprise performance management(EPM) systems, data warehouses and data marts to gain trustworthy insight.Consolidate  Domain-agnostic master data repository  Wizard-driven metadata & master data configuration  Batch / File import  Mass & incremental updates  Application templates for metadata migration  SOAP / COM APIs for SOA integrationRationalize  Business user interface  Automated attribute maintenance  Advanced hierarchy managementSyntelli Solutions Inc. Confidential Page 13 of 18
  14. 14. Oracle EPM Applications Overview  Compare and blend/merge changes  Enforce policies via business rules & validations  Build rationalized maintenance structureGovern  Manage change requests / approvals via workflow  Control access with fine-grain data security  Run "what if" scenarios or rollback planned changes to any point in time  Understand changes over time based on full history & "as of" versioning  Comply with regulations using comprehensive audit trail & reportsShare  Target-specific exports for robust, repeatable & transparent consumption  Use books to aggregate related exports for complex consumption targets (e.g., DW)  Schedule publication of exports to files or target schemas  Enable SOA exchange via comprehensive web services APIsBenefits  Change management and control—Unify cross-functional perspectives to a master record while giving users the freedom to make changes and construct alternate departmental views of the data that are consistent and accurate.  Best-of-breed hierarchy management—Streamline master data changes using drag-and- drop hierarchy maintenance. Enable side-by-side comparison and one-click navigation across both, balanced and ragged hierarchies, with built-in referential integrity.  Audit and compliance—Provide a framework for query, comparison, and full history of all master data changes, including documented versioning and roll-back at any point in time or recorded modification to master data elements.  Workflow integration—Hot-pluggable integration with workflow tools using web services.Syntelli Solutions Inc. Confidential Page 14 of 18
  15. 15. Oracle EPM Applications Overview2.8 HYPERION PERFORMANCE SCORECARDSOracle Hyperion Performance Scorecard (HPS) is a balanced scorecard collaborative certifiedapplication that helps organizations clearly articulate strategy and goals, communicate themacross the enterprise, monitor key performance indicators, and improve business alignment. Thesoftware offers you complete strategy-and accountability-mapping capabilities, as well as Web-based message boards, forums and discussion threads.Benefits  Communicate effectively across the enterprise—Share operational performance management strategies throughout the business  Clarify business objectives—Align the enterprise with corporate strategy, plans and objectives  Focus resources—Improve operational efficiency through a continuous business performance management cycle  Increase employee participation—Promote collaboration and accountability for results  Create value—Build future economic value for key stakeholdersSyntelli Solutions Inc. Confidential Page 15 of 18
  16. 16. Oracle EPM Applications Overview2.9 HYPERION PROFITABILITY AND COST MANAGEMENTOracle Hyperion Profitability and Cost Management (HPCM) provides actionable insights into costsand profitability. This solution drives business performance by discovering drivers of cost andprofitability, empowering users with visibility and flexibility, and improving resource alignment.Unlike traditional activity-based costing applications, HPCM offers a flexible allocations platformfor any method including ABC, time estimation, etc. The application also supports both cost andrevenue management. Traceability maps and audit trail capabilities provide unique transparencyand ease of use. It is the only packaged profitability application that leverages Oracle Essbase Plus,for faster, easier, powerful multidimensional analysis. Unlike nonintegrated EPM suite vendors,HPCM shares a common foundation and is integrated with the other Hyperion EPM applicationsand enables a single point of maintenance for reduced cost of administration and ownership.Benefits  Discover drivers of costs and profitability—Identify sources and attributes of profitability with multidimensional analysis. Improve decisions with scenario modeling capabilities. Enable management best practices by leveraging profitability as a performance metric.  Empower users with visibility and flexibility—Accurately allocate costs with a flexible allocation engine that supports any methodology. Gain confidence in cost allocations and revenue flows with graphical traceability maps. Quickly validate models with user-defined business rules.  Improve resource alignment— Impact budgets and plans through integration with other EPM applications. Strategically allocate resources with accurate profitability and cost information. Improve marketing programs through customer segmentationSyntelli Solutions Inc. Confidential Page 16 of 18
  17. 17. Oracle EPM Applications Overview3 ConclusionOracle is the leader in Enterprise Performance Management (EPM), unifying PerformanceManagement and Business Intelligence (BI), supporting a broad range of strategic, financial andoperational management processes. Oracle provides a complete and integrated system formanaging and optimizing enterprise-wide performance. This allows organizations to achieve astate of management excellence - being smart, agile and aligned - which provides competitiveadvantage and leverages their operational investments.  Smart—Enable advanced integration that improves agility and lowers costs of ownership  Agile—Integrate information from your financial performance management, operational intelligence, and transactional applications  Aligned—Drive pervasive intelligence across the enterprise by linking strategic, financial and operational management processesSyntelli Solutions Inc. Confidential Page 17 of 18
  18. 18. Oracle EPM Applications Overview ABOUT SYNTELLI SOLUTIONS INC.We at Syntelli Solutions are passionate about analytics and extracting value out of data. Weconstantly learn and use the latest and greatest technologies and tools and constantly collaboratewith academia. This has given us deep and unique insight into the analytics market and thedevelopments therein. We are therefore pursued by investment banks and analysts alike who seekour expertise and knowledge.Our expertise is in bringing business context to data and enhancing decision making, not just thetechnical aspect of implementing data-warehouse or the analytical product. We are very passionateabout answer what-if and what-else questions. So, we bring to bear decades of statisticalexpertise to do Predictive Analytics/Intelligence work.Syntelli’s legacy is in providing Hyperion based solutions to CFO’s Offices and BusinessIntelligence solutions since early 2000s. This exposed us to analytical and predictive tools which weformalized as an analytics focused practice in 2011, named RAPID – Risk Analytics & PredictiveIntelligence Division. We consider ourselves, first as a business solutions company, then atechnology provider. Even tho we are a small business, we employ PhDs and MBA grads from top10 schools globally.Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase foranalytics.We are strategically located in Washington, DC, Texas and in the Carolinas.*: TIBCO-SpotfireSyntelli Solutions Inc. Confidential Page 18 of 18

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