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

1. Hyperion Planning
ProductOverview
Inge Prangel
Icefire OÜ
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2. Oracle EPM Connects Management
Processes
Common Reporting & Interaction
Strategic Planning Planning & Forecasting
Financial Close Profitability Management
Common Integration & Analysis
Data Quality and Consistent Dimensions
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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
Applications
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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 analysis
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5. One Window, not Multiple
• Self-service
Personalization
• Contextual navigation
• Interactive Dashboards
• WebCenter integration
• Spans all solutions in
the Oracle EPM System
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6. Unified Microsoft Office Interface
• Adhoc
Reporting
• Stylized Output:
– Formats
– Tables
– Charts
– Formulae
• Data Entry and
Apps
Processing
• Word and PPT
•
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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 changes
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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 changes
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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 reporting
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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
logic
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11. Drill-through To Transactional Detail
Budget vs Actuals
Audit Trail
Ledger Detail
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12. Build Planning Models that Reflect Your Business
• Predefined dimensions
– Account
– Entity
– Scenario
– Version
– Period
– Year
– Currency
• Customized dimensions
– Product
– Customer
– Channel
– …
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13. Financial Intelligence Provides Increased
Integrity and Faster Implementations
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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?
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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
period
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16. Data Entry Forms are Centrally Maintained
and Consistent Across Web and Excel
• Form layout
• Display options
• Form contents
• Access permissions
• Business rules
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17. Adaptive Budget Administration Reduces
Maintenance Efforts
Data entry forms
Reports
Calculations
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18. Adaptive Budget Administration Reduces
Maintenance Efforts
Data entry forms
Reports
Calculations
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19. Adaptive Budget Administration Reduces
Maintenance Efforts
Data entry forms
Reports
Calculations
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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 ready
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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 status
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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 analysis
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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
systems
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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. Oracle Hyperion Planning benefits
• Help to ensure accurate forecast
• Reduce budgeting and planning cycle
• Integrate financial and operational planning
• Support advanced modeling capabilities