This presentation will identify the gap reduction happening between Hyperion on-prem and EPM Cloud, and identify the important differences between the two so companies can make the best decision for their finance department.

1. Closing the Gap:
Hyperion On-Premises
Versus Cloud

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Presenter
Bobby Ellis, Global Practice Lead - EPM
Bobby is a Global Director specializing in Enterprise
Performance Management (EPM)
Over 12 years of consulting and industry experience.
His experience includes the full project life cycle, from
gathering business requirements, to designing and
developing applications, authoring and delivering training and
providing ongoing support.
He understands how the core EPM products work together
and the relevant considerations when seeking to integrate
them.

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Agenda
Introduction
Functional Parity Summary
EPBCS and Planning
FCCS and HFM
Other EPM Products
Questions

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Functional Parity Summary
On-Premises Cloud Parity Status
Hyperion Financial Management (HFM)
Financial Close Manager (FCM)
Financial Close & Consolidation (FCCS) ~70%
Hyperion Tax Provision Tax Reporting Cloud Service (TRCS) 100%+
Account Reconciliation Manager (ARM) Account Reconciliation Cloud Service (ARCS)
Hyperion Planning
Hyperion Strategic Finance
Enterprise Planning & Budgeting Cloud Service (EPBCS) 100%+
Hyperion Profitability & Cost
Management
Profitability & Cost Management Cloud Service (PCMCS) 100%+
Hyperion Financial Reporting
Hyperion Disclosure Management
Enterprise Performance Reporting Cloud Service (EPRCS) 100%+

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E/PBCS and Planning
Cloud On-Premises
Planning & Budgeting Cloud Service Oracle Hyperion Planning
Enterprise Planning & Budgeting Cloud Service
Financials
Project Financial Planning Project Financial Planning
Capital Asset Planning Capital Asset Planning
Workforce Planning Workforce Planning
Strategic Modeling Strategic Finance
IT Financial Management

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EPBCS functionality has mostly surpassed
on-premises
Features not in on-premises
• Dashboards (including pre-built)
• Valid intersections
• EPM Automate
• Monthly updates
• Robust application diagnostics
• Task auditing
• Cross-product navigation
Hyperion
Planning &
EPBCS

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Features not in on-premises (cont’d)
• Groovy scripting
• REST API
• Rules usage reports
• Enhanced metadata editor
• Scheduled optimization
• Built-in rolling forecast functionality
• Customizable navigation flows
• Application templates
Hyperion
Planning &
EPBCS

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Financial Statement module
• Not available in on-premises
• Pre-built content to support revenue and expense
forecasting
• Combine driver-based and direct-entry forecasting
• Built-in support for “topsides”
Workforce Planning module
• Integration with Oracle Human Capital Management
Planning
Modules &
EPBCS

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Most core functionality of HFM available in
FCCS
Not in cloud:
• Multiple applications (1 per instance)
• Advanced consolidation
• Investment in associated companies
• Stockholders Equity – proportional/equity method
• Net income – subsidiary/equity method
• Minority interest adjustments
HFM & FCCS

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Not in cloud (cont’d):
• Journals
• Multi-parent journals
• Additional roles for journal process management
• Line item detail (FCCS has alternate features)
• Advanced custom rules
• “Unlimited” custom dimensions
• Organization-by-Period
HFM & FCCS

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Not in on-premises
• Cross-product navigation
• Supplemental Data Manager (SDM)
• Close Manager (CM)
• Valid intersections*
• Automated nightly backup
• Monthly updates
• Dashboarding
• Stand-alone usage of SDM, CM
HFM & FCCS

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Features in development
• Journal integration with any ERP
• Advanced consolidation rules
• Event-based alerting
• HFM migration toolkit
• XBRL integration to EPRCS
HFM & FCCS

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All core functionality of HPCM
available in PCMCS
Not in cloud:
• Multiple applications (1 per
instance)
• Different application types
• External metadata sourcing
• Essbase Administration Services
Console
HPCM & PCMCS
Not in on-premises:
• Dashboarding
• MDX formulas
• Copy/paste rules
Data management

14. Best Practices

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Up-front Education
• Clients
• Understand new possibilities with the cloud.
• Ask if X is possible, even if you are convinced
it isn’t.
• Partners
• Inform clients to increase participation in key
decisions.
• Make recommendations, not decisions.
Agree on high-level
approach
• Implement based on as-is
functionality?
• Enhance now or adopt
phased approach?
Best Practices

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Leverage Oracle’s acceleration tools
• Metadata templates
• Prebuilt module content
Know where to find help
• Oracle training resources
• Oracle Cloud Customer Connect (https://cloudcustomerconnect.oracle.com/)
• Academy – links to Oracle help videos
Consider the post-go-live landscape
• Ongoing administration
• Periodic maintenance
Best Practices

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Don’t Skimp – Even if on-premises to cloud
• Conduct requirements and design activities
• Training – focus on differences
Take advantage of monthly releases
• Review release notes for new functionality
• Review features in Test instance before Production update
Be familiar with monthly release cycle
• Release notes posted on last Friday of every month
• Test instances updated first Friday of every month
• Production instances updated two weeks after Test
• To defer update, open an SR with Oracle support on the Wednesday prior to update
Best Practices

18. Bobby Ellis
Global Practice Lead - EPM
bobby.ellis@datavail.com
www.datavail.com

19. Efficiency in
Financial
Management
Workshop