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Executive Briefing on Oracle’s EPM Strategy and Roadmap

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In this general session for the Enterprise Performance Management (EPM) track, Oracle’s development executives highlight the company’s vision for the EPM system: unifying performance management and business intelligence applications with BI technology. You’ll find out what’s new in Oracle’s EPM solutions, what’s coming in the future, and what the must-see sessions are in the EPM track at Oracle OpenWorld 2014.

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Executive Briefing on Oracle’s EPM Strategy and Roadmap

  1. 1. General Session Enterprise Performance Management Balaji Yelamanchili Senior Vice President, Product Development September 29, 2014 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
  2. 2. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement 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.
  3. 3. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | The Changing Role of Finance Cost – Containment Strategies Weak Collaborations Technology Wary Investments in growth Strengthening Partnerships Technology Advocate
  4. 4. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle is Investing to Address Changing Priorities •Innovate with new EPM applications •Deliver the full range of EPM applications in the Cloud •Continue to extend the lead in existing applications •Exploit Mobile and Social capabilities to attract new EPM users EPM Product Development Focus Areas
  5. 5. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Enterprise Planning What’s New & What’s Coming
  6. 6. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Past 18 months: Highlights •Hyperion Planning 11.1.2.3 release •Business user functionality available on Tablet devices •Mobile app for workflow & approval •Introduction of Planning and Budgeting Cloud Service Next 12 months: Highlights •Hyperion Planning 11.1.2.4 release –User Defined Sand Box, Grid improvements, Instantaneous Calculations, …. –Cloud innovations available for on premise deployments •Planning Cloud additions –Full suite of Planning modules Enterprise Planning: What’s New & What’s Coming….
  7. 7. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Planning Demo
  8. 8. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | •Support for on-the-fly iterative planning using sandboxes –Auto calculation, auto-save on change –Available on Cloud and On-premise •Interactivity with large data sets –Rapid loading of large forms, quick cell to cell navigation, scrolling in all grids •User-defined client side calculations using familiar Excel syntax –Formulas can reference dimension members and persisted in Planning Demo: Improved Support for Operational Planning Processes Extend Planning Beyond Corporate Finance
  9. 9. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Consolidation & Close What’s New & What’s Coming
  10. 10. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Past 18 months: Highlights •HFM and FCM 11.1.2.3 release •Mobile workflow & approvals for HFM and Tax Provision •FDM EE based on ERPI •New Tax Provision module based on HFM Next 12 months: Highlights •HFM 11.1.2.4 release –Lighter, Faster, Simpler & Portable –HFM on Exalytics •New Supplemental Data Management module •New Tax Governance module •Mobile workflow for FCM Financial Consolidation & Close: What’s New & What’s Coming….
  11. 11. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Consolidation Demo
  12. 12. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | •Platform Independent –Windows and Linux (Exalytics) support •Significant Performance Improvements –Multi-core scaling for Consolidation, Data Retrieval/Loads, Metadata Loads –Fast UI Interactions and Responsiveness –Improved Database Interaction (ODBC replaced ADO driver) •Simplicity –Simplified Deployment Architecture –Support for Multiple Databases per instance –Streamlined Integrations, Java based API –Online monitoring (Exalytics only) •Easy Install and Upgrade –One click install (Exalytics only) –No application changes required –Full support for LCM including data and process status Demo: Hyperion Financial Management 11.1.2.4 Lighter, Faster, Simpler & Portable
  13. 13. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | HFM 11.1.2.4 – Early Customer Validation Results •Global Mining Company –HFM 11.1.2.2 –450 Users –2200 Accounts, 2800 Entities, 400 custom members Financial Services Company –HFM 11.1.2.1 –850 Users –10000 Accounts, 15000 Entities, 3000 custom members –4 million rec. year/scenario Construction Materials Company –HFM 11.1.2.1 –800 Users across 60 countries –3400 Accounts, 12000 Entities, 400+ custom members –11 million rec. year/scenario Oracle Confidential – Internal 13 “Change in regulations will force us to collect more data.11.1.2.4 performance will definitely help us tremendously.” -- Financial Services Customer •Performance Gains Consolidation: 2 hr  6 min Publish Data: 11 min  1.30 min •Performance Gains Consolidation: 53 min  21 min Extract Data: 1hr  12 min Load Security: 25 min  2 sec •Performance Gains Consolidation: 40 min  5 min Load Metadata: 50 min  3 min
  14. 14. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Continued Innovation across all EPM Offerings •Standardize and Automate Supplemental Data Collection –Financial and Non-Financial –Workflow and collaboration •Management of supplemental data •Integration with HFM –Metadata and Data –Post to and Drill Back from •Integration with Smart View –Smart View Template, Data Entry, Start from existing spreadsheets •Integrated Dashboards and Reporting Supplemental Data Manager
  15. 15. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Continued Innovation across all EPM Offerings •New module within Tax Suite –Workflow and control framework for Corporate Tax •Reduce risk –Provides visibility to task-level status –Reduces manual effort through centralized process management •Covers both Operations and Supplemental Schedules –Task management, workflow, calendaring –Data collection, standardization, prebuilt content for R&D Credit & FIN48 Hyperion Tax Governance
  16. 16. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | •Financial Data Quality Management Enterprise Edition –Data sync between EPM applications –Migration assistance from FDM to FDM EE •Data Relationship Management –Data Relationship Governance enhancements –DRG approvals in EPM Mobile app –DRM support for Planning and Budgeting Cloud Service •Profitability and Cost Management –New Ledger model type for expanded coverage of management reporting –Parallel calculation improvements for performance –Operational Transfer Pricing solution •Essbase –Enhanced parallel scripting –Multi user scalability for concurrent query and calculation operations –BSO/ASO hybrid aggregation mode –In-memory enhancements Continued Innovation across all EPM Offerings
  17. 17. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | EPM Cloud
  18. 18. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Cloud Adoption Is Rising 29% 37% 14% 26% 0% 5% 10% 15% 20% 25% 30% 35% 40% 2010 2012 Private Cloud Public Cloud Percent of Customers
  19. 19. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Cloud Expectations are Different CONSUMER STYLE EXPERIENCE Natively Mobile Visually Stunning Inherently Social Intuitively Obvious SELF-SERVICE EVERYTHING Self-service Provisioning Self-service Data load Self-service Data modeling Self-service Data analysis CLOUD INTEGRATION Hybrid cloud and on-premise deployment models Public / Private Options Prebuilt connectors MULTI-TENANT ARCHITECTURE Tenant Isolation Strong Data and User Security Self-service Extensibility Lights-out Service Administration
  20. 20. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Introducing Oracle EPM Cloud Proven. Comprehensive. •Oracle EPM Cloud is Proven –Based on Hyperion EPM technology deployed at thousands of global customers –Spans the needs of corporate and operational finance across management and statutory processes –Supports hybrid cloud and on-premise deployment models •Oracle EPM Cloud is Comprehensive –Planning and Budgeting Cloud Service: in General Availability –Financial Performance Reporting Cloud Service: in Preview –Financial Consolidation and Close Cloud Service: in Active Development
  21. 21. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | •Enterprise Planning with the Simplicity of the Cloud •Full power of Hyperion Planning, Available in the Cloud •Rapid implementation: Application creation wizards, Starter kits and templates for implementation in weeks •Flexible deployment choices: Cloud and on-premise models, Tools for application migration •Enterprise Grade: Security, High Availability, Scalability •Fully Managed: Patched, Backed Up, Upgraded by Oracle Oracle EPM Cloud Oracle Planning and Budgeting Cloud Service General Availability Now
  22. 22. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Built on over 15 years of Product Innovation Launched: February 14, 2014 Clients across industry Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech 150+ Customers to date 6000+ End Users and growing! Available and Supported Globally 24 X 7 X 365 Oracle EPM Cloud Strong Customer Momentum
  23. 23. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Performance Reporting New EPM Cloud Service
  24. 24. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Today’s Financial Reporting Processes & Tools Fall Short •Today, most management reporting processes are manual and ad-hoc –Monthly, quarterly fire-drill to get Board Books and report packages done and delivered –Manual effort  Time consuming, Expensive; lack process rigor and collaboration •Error-prone in combining Data (what) with Narrative (who, when, why) –Re-keying of data into report –Unable to analyze data to validate narrative •Challenging to bring Subject Matter Experts into the process –Insufficient collaboration features for centralized commenting on content –Hard to track progress and who is currently responsible for individual areas of content •Lacks versioning and auditing functionality –Time wasted tracking versions; weak security to support “Need to Know” access to content
  25. 25. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | •Address Internal and Statutory Financial Reporting Needs •Narrative-based management reporting and external disclosures in one solution •Complete: Authoring, collaboration, commentary and delivery •Secure: Role-based, auditable access on desktop and mobile devices •Enterprise Grade: Security, High Availability, Scalability •Fully Managed: Patched, Backed Up, Upgraded by Oracle Oracle EPM Cloud Oracle Financial Performance Reporting Cloud Service In Preview Now
  26. 26. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Performance Reporting Demo
  27. 27. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 27 Demo: Financial Performance Reporting Cloud Service Stakeholders Financial Performance Reporting Cloud Authors Report Owners Approvers Reviewers Signers Operations Reviews Board Packages Project Funding Proposals Group Budget Reviews Regulatory Reporting Public Disclosures Audit Reports
  28. 28. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle is Investing to Extend Our Lead in EPM •Innovate with new EPM applications •Deliver the full range of EPM applications in the Cloud •Continue to extend the lead in existing applications •Exploit Mobile and Social capabilities to attract new EPM users EPM Product Development Priorities
  29. 29. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | “Must-Attend” EPM Sessions Time Session Name Location Mon 29 2:45pm CON8524 – Oracle Hyperion Applications: Strategy and Roadmap Moscone West 3008 Mon 29 4:00 PM CON8526 – What’s New and What’s Coming: Oracle Hyperion Enterprise Financial Planning Suite Moscone West 3008 Mon 29 5:15pm CON5829 – What’s New and What’s Coming: Oracle Hyperion Financial Close Suite Moscone West 3008 Tue 30th 5:00 pm CON8556 – Introduction and Update: Oracle Planning and Budgeting Cloud Service Moscone West 3014 Wed Oct 1 10:15 am CON8359 – Introduction to Oracle Financial Performance Reporting Cloud Service Moscone West 3008 Wed Oct 1 12:45pm CON8532 – Product Development Panel Q&A: Oracle Hyperion EPM Applications Moscone West 3008 Thu Oct 2 10:00am HOL11440- Oracle Planning and Budgeting Cloud Service Hands-on Lab Moscone West 3014 Oracle Confidential – Internal/Restricted/Highly Restricted 29

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