This presentation flows through the strategic planning process to operational budgeting and forecasting. Mija demonstrates how the solution plugs right into the Oracle EPM framework allowing users to share reports, analysis and dashboards across the enterprise as well as integrate results with other business processes.

1. UK Oracle Users Group
Integrating Strategic Planning
Targets with Operational Budgeting
and Forecasting
Presentation Time: 16:25 - 17:25
June 14, 2011
Mija Deering
Principal Solutions Mgr
Michael Killeen
Vice President

2. Agenda
• About Ranzal
• Why Need for Enterprise Planning?
• Alignment and Integration
• Product Demonstration
• Q&A
Slide 2

3. About Ranzal
Founded in 1996, Ranzal has implemented
Oracle / Hyperion solutions for 700+
companies (1,000+ projects)
Oracle Platinum Partner - Highest Status
Hyperion “Americas Reseller” & “Partner of
the Year”
› 1999, 2005 & 2007
Certified EPM Consultants & Instructors
Vertical Expertise with High-Profile Clients
Sound Project Methodology Ensures Project
Success
› Support Business Applications from start to finish
One of the Largest Hyperion Practices
Slide 3

4. Typical Approach to Strat Plan Development
CFO Office
Baseline Budget/Forecast
+ Initiatives FP&A Group
+ New Projects
+ Acquisitions
Corporate Development
- Divestitures
+ Capital Structure Assumptions
Treasury Dept
+ Debt Detail, Dividends
Strategic Plan
Slide 4

5. Why Need for Enterprise Planning
• Long Term View Essential for
Better Decision Making
• Better Management of Costs
LRP
• Improved Methods of Measuring
Performance
• Identifying and Reducing Risk
Budget /
• Streamlining consolidation and Forecast
improving compliance
Reporting
&
Analysis
How do I to get there?
Slide 5

6. Oracle Enterprise Performance Management
Slide 6

7. Hyperion Strategic Finance (HSF)
Consolidation of Regions and Segments Scenarios Analysis
Modeling by Business Unit, Region or Segment What-If Analysis
Forecasting Evaluating Macro Drivers
Long-Term Ad-hoc
Planning Scenarios
Integrated
Solution
Corporate Funding
Development Analysis
Joint Ventures and New Projects Funding Requirements for NSO Growth
Mergers & Acquisitions Debt and Covenant Analysis
Divesting Unprofitable Stores and BU’s Impact on Credit Rating
Slide 7

8. Hyperion Planning (HP)
Various Plan Types
Workflow and process
management
Task Lists / Validation
Approval Process
Supporting Detail
Textual Information
Interactive / Flexible
Modeling
Intuitive interface
Web Based
Excel
Slide 8

9. Oracle’s Enterprise Planning Advantage
Slide 9

10. Set Strategic Plan at the Appropriate Level
Slide 10

11. Seed Budgets With Strategic Targets
Slide 11

12. Allocate Targets to Budget Level of Detail
Slide 12

13. Allocate Expense Targets
….
Slide 13

14. Oracle’s Enterprise Planning Advantage
Slide 14

15. Reporting Options
Dashboards Web Form Excel Financial Reporting MS Office
Workspace
Reporting
& Analysis
Slide 15

16. Product Demonstration
Slide 16

17. Advantages of Integrated Solution
• Alignment within Organization
HSF
• Increased Transparency / Visibility Top Down -
Strategic
• Improved communication of Planning
Targets &
organizational goals/strategies & Initiatives
action plans
• Visibility to Assumptions
• Improved Workflow Bottoms Up -
Operational
• Agility Budgeting and
Forecasting
• Ability to rapidly react and adopt
to changing requirements
• Faster time to go thru cycles
• Less IT dependence
Slide 17

18. Questions
Michael Killeen
mkilleen@ranzal.com
Tel: +44 (0) 7592 146 289
Mija Deering
mdeering@ranzal.com
www.ranzal.com
Slide 18

19. www.ranzal.com

20. ERROR: stackunderflow
OFFENDING COMMAND: ~
STACK: