2. Agenda
• Overview of Enron Wind Business Issues
• Discussion of Value Hyperion Would Provide to Address
• Demonstration of Hyperion
• Q & A
• Technical Discussion with Angie
• Gather Additional Information for Implementation Plan
• Review Project Plan Time Line
• Next Steps
4. Augmenting the Capabilities of the
Enron Wind Transaction Systems
• Enron Wind has Multiple
General Ledgers
• Must integrate data
from multiple sources
• Must manage through
system transitions
• GL and transaction systems
are designed for OLTP, not
consolidation, planning, and
analysis
• Need to integrate the plan into
the process
• Need advanced reporting,
analysis, modeling and
planning capabilities
SAP
DataWorks
Oracle
GSB
Spreadsheets
Analytic
Applications
5. Financial Consolidation – It’s More
Than Just Adding Up Numbers
• Data collection — multiple
sources
• Manual data entry
• Consolidation
• Currency translation (FAS 52, euro)
• Intercompany eliminations and adjustments
• Proportional ownership calculations
• Top-side adjustments
• Reporting, analysis and modeling
• Management, legal, statutory and tax
• Segment reporting (FAS 131/IAS 14)
• Comparative and trend analysis
• Organizational and ownership modeling
Financial
Consolidation
8. Everybody Needs Financial Information
SALES
FINANCESALES OPERATIONS FINANCE
By product, by
sales rep.
Sales DB
By distribution
code, by region
Ops DB
Financial, SEC,
Tax, Legal
GL DB
$105,400 $90,897 $97,621.09
9. Everybody Needs Financial Information
SALES
FINANCE
$97,621.09
SALES OPERATIONS FINANCE
$97,621.09 $97,621.09
ANALYTIC PLATFORM
By product, by
sales rep.
Sales DB
By distribution
code, by region
Ops DB
Financial, SEC,
Tax, Legal
GL DB
10. Additional Enron Wind Pains
• Multi-entity consolidation is difficult:
• Various planning currencies;
• Organization changes and restructuring;
• Segment-reporting requirements.
• Need to access the European detail.
• Increased pressures to provide timely and
accurate financial forecasts – now not time
to analyze and less than an hour to ask
questions after e-mailing spreadsheets
back and forth.
• Distributed systems = many “versions of
the truth”.
• Difficulty reconciling. Need to centrally integrate
all financial information.
• Reduce deployment and maintenance
costs.
11. “Whereas before reporting and analysis could take days to
accomplish, we can now have our information in less than
2 hours with Hyperion. We now have much more time for
value-added activities and projects. In addition, the system
only took 10 weeks to build.”
Jack Tate - Controller
Santa Fe Snyder Corporation
13. Market Leading CFO’s Use Hyperion
•Winners of CFO Excellence Award
– October 2000 CFO Magazine
• Larry Kellner – Continental Airlines
• Richard Kelson – Alcoa
• Larry Carter – Cisco Systems
• Judy Lewent – Merck
• Paul Liska – St. Paul Companies
• Joe Martin – Fairchild Semiconductor
• Kim Patmore – First Data
• Stephen Shindler – Nextel
• Mark Swartz – Tyco
• Jeff Henley – Oracle
• David Willey – Capital One
14. Market Leading CFO’s Use Hyperion
•Winners of CFO Excellence Award
– October 2001 CFO Magazine
• Daniel E. Berce – AmeriCredit Corp.
• Andy Bryant – Intel Corp.
• Robert C. Gray – Highmark Inc.
• Matthew Hart – Hilton Hotels
• James A. Lawrence– General Mills
• Chris A. Lewis – Jabil Circuit Inc.
• Kenneth E. Lonchar – Veritas
• William A. Longbrake – Washington
Mutual Inc.
• David A. Viniar – Goldman Sachs &
Co.
15. ”Hyperion has allowed us to grow…what we had in
place before would not have allowed us to support
our 40% annual growth rate…The big reduction in
closing time also allows quicker response to
outside financial analysts"
Joe Winkler,
Executive Vice President & CFO, VarCo
16. The Goal: High Value + Reduced Cycle
Time
• Faster Closings
• More Time for Analysis
• More Detailed Management Information
• Integration of Plan into the Management Cycle
• Improved Business Performance!
Plan Close Adjustments
Currency
I/C
Subsidiaries
Report
Management
Legal
External
Analyze
20. Hyperion – The Right Business
Analysis Partner
• 7000+ customers with more than two million users
• 350+ partners
• $500+ million in annual revenue
• 2400+ employees in 43 offices in 26 countries
• 85 of Fortune 100, 365 of Fortune 500 and over
40% of Financial Times European Top 100 use
Hyperion’s analysis solutions
• 98% renewal rate
23. Technical Benefits
Features
• n-Tier Technology for
High Scaling
• Full operational capability
through web
• True thin-client - zero
footprint
• RDBMS storage - 24/7,
rollback and recovery
• Leverages NT Security
Benefits
• Scale to 1000s of Users
• Modify Metadata
remotely
• Nothing to
install/maintain on client
• Meets IT Standards
• Single point of Security
maintenance
24. Web Architected/Advanced Technology
• Hyperion Financial Management was built from scratch
for the Web.
• All end-user tasks can be executed on a central
database over Web (data entry, loading, consolidating,
reporting, etc.)
• Meta-data management can also be executed over the
web.
• Sever based application functionality- true thin client.
• High Scalability - 1000s of Users
• High performance plus RDBMS!
25. Other Key Features
• Process Management
• Formal process control is available with different levels of approval security
from “first pass” to “published.”
• Powerful Reporting
• Easy to use, object-oriented reporting for highly formatted reports. Excel
addin for ad hoc analysis..
• Seamless GL Integration
• Direct links to major ERP systems and other data sources.
• Unified Solution
• Allows for complete support of the financial and performance management
cycle.
26. Hyperion's Market Leadership
• Hyperion wrote the book on the financial
consolidation, reporting, and analysis market.
• More than 20 years of experience has gone into
building Hyperion Financial Management: the same
support, research and development, and worldwide
Services teams that made Hyperion the Market-
Leader.
• Hyperion Financial Management is a low-risk, high
return product.
