Advanced level planning and budgeting in Hyperion - Inge Prangel

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Presentation from conference "Oracle Day 2011" in Estonia
11.03.2011 Nordic Hotel Forum

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Advanced level planning and budgeting in Hyperion - Inge Prangel

  1. 1. Hyperion Planning ProductOverview Inge Prangel Icefire OÜCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 1
  2. 2. Oracle EPM Connects Management Processes Common Reporting & Interaction Strategic Planning Planning & Forecasting Financial Close Profitability Management Common Integration & Analysis Data Quality and Consistent DimensionsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 2
  3. 3. Single Centralized Planning Platform Common Reporting & Interaction CORE FINANCIAL PLANS SPECIALIZED MODULES CUSTOM BUILT Sales Marketing Planning Planning Income Balance Workforce CapEx Statement Sheet Cashflow Planning Planning Projects Production Planning Planning Hyperion Planning Application Essbase Business Analytics Server Data Warehouses Transactional Systems Performance Management ApplicationsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 3
  4. 4. Key Capabilities Accelerate the Planning & Forecasting Process •  Centralized system •  Align top-down and bottom-up •  Consistent assumptions •  Common allocations & calculations •  Integrated Operational Planning to address in-depth revenue and margin planning •  Purpose-built Capital Assets and Workforce planning modules for fast deployment •  Powerful workflow and process management for budgeting and forecasting •  Leverages Essbase – powerful reporting and analysisCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 4
  5. 5. One Window, not Multiple •  Self-service Personalization •  Contextual navigation •  Interactive Dashboards •  WebCenter integration •  Spans all solutions in the Oracle EPM SystemCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 5
  6. 6. Unified Microsoft Office Interface •  Adhoc Reporting •  Stylized Output: –  Formats –  Tables –  Charts –  Formulae •  Data Entry and Apps Processing •  Word and PPT • Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 6
  7. 7. Integrated Reporting and Analysis Quick Insight into Budget Status and Variances•  Sophisticated ad-hoc analysis•  Production quality financial statements reporting•  Easy and quick to build reports•  Leverage report template repository across entire organization•  On demand, real-time or batch reporting•  Automatically apply budget model changesCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 7
  8. 8. Integrated Reporting and Analysis Quick Insight into Budget Status and Variances•  Sophisticated ad-hoc analysis•  Production quality financial statements reporting•  Easy and quick to build reports•  Leverage report template repository across entire organization•  On demand, real-time or batch reporting•  Automatically apply budget model changesCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 8
  9. 9. Build and Deploy Applications Fast Single Administration Portal Dimension Library •  Local and shared dimensions •  Application build wizard •  Reuse building blocks Calculation Manager •  Visual design of business rules •  Share rules across all applications •  Reuse calculation components Life Cycle Manager •  Move between Dev, Test and Production •  Application migration wizard •  Comparison and audit reportingCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 9
  10. 10. Common Business Rules Ensure Consistency of Calculations and Allocations •  Calculation Manager –  Single interface for Hyperion Planning and Financial Management –  Graphical flow provides better understanding of calculation process –  Re-usable rules to share among applications –  Central repository of all calculation objects –  Lowers the barrier for users to define and maintain business logicCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 10
  11. 11. Drill-through To Transactional Detail Budget vs Actuals Audit Trail Ledger DetailCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 11
  12. 12. Build Planning Models that Reflect Your Business •  Predefined dimensions –  Account –  Entity –  Scenario –  Version –  Period –  Year –  Currency •  Customized dimensions –  Product –  Customer –  Channel –  …Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 12
  13. 13. Financial Intelligence Provides Increased Integrity and Faster ImplementationsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 13
  14. 14. Financial Intelligence: a simple example Variance Actual Budget Variance % Revenue Gross Sales 100 120 -20 (16.67) Expense Advertising 100 120 20 16.67 What’s the variance?Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 14
  15. 15. Time Intelligence: a simple example YTD QTD MTD ….xTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Prior Next period period Current periodCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 15
  16. 16. Data Entry Forms are Centrally Maintained and Consistent Across Web and Excel •  Form layout •  Display options •  Form contents •  Access permissions •  Business rulesCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 16
  17. 17. Adaptive Budget Administration Reduces Maintenance Efforts Data entry forms Reports CalculationsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 17
  18. 18. Adaptive Budget Administration Reduces Maintenance Efforts Data entry forms Reports CalculationsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 18
  19. 19. Adaptive Budget Administration Reduces Maintenance Efforts Data entry forms Reports CalculationsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 19
  20. 20. Hyperion Smart View™ for Office•  Use MS Office to enter, analyze and report budget data•  MS Excel add-in allowing access on or off-line•  Users download forms to Excel•  Manipulate data just like the full web client•  Synchronize to server when readyCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 20
  21. 21. Guide Users Through Budget Process Fast Adoption and Increased Accuracy •  Budget wizard to guide planners •  Include instructions •  Set due dates •  Alerts and progress monitoring •  Send email reminders •  Report on budget statusCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 21
  22. 22. Hyperion Workforce Planning Improve Headcount, Salary and Compensation Planning•  Packaged solution for quick implementations•  Plan salary and other compensation at any level•  Add, edit and delete employees and new hires•  Pre-defined or custom calculations for taxes, etc.•  Integrates actuals from HR systems•  Test scenarios in real-time for impact analysisCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 22
  23. 23. Hyperion Capital Expense Planning Improve Planning the Acquisition, Lifecycle Management, and Retirement of Capital Assets•  Packaged solution•  Customizable•  Plan for asset purchases and asset related expenses•  Transfer, retire, and improve assets•  Directly linked to main plan•  Interfaces with external systemsCopyright © 2009, Oracle and/or its affiliates. All rights reserved. 23
  24. 24. DEMO Eden – The Company•  …is a diverse, large company focusing on consumer electronics and related services•  …has sales offices around the world•  …has manufacturing operations in Malaysia, Poland, and the United States
  25. 25. Oracle Hyperion Planning benefits•  Help to ensure accurate forecast•  Reduce budgeting and planning cycle•  Integrate financial and operational planning•  Support advanced modeling capabilities

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