The impending release represents a decision point for many on-premises customers: should I invest in upgrading to 11.2, or is this the right time to move to the cloud?

1. Hyperion 11.2 vs Cloud:
Should I Stay or Should I Go?

2. www.datavail.com 2
Global Practice Lead for Datavail’s Enterprise
Performance Management (EPM) practice.
Over ten years managing Hyperion systems at Williams
Companies.
Over 20 years of combined consulting and industry
experience
Understands the EPM landscape from both a client and a
consultant perspective.
Oracle certified in HFM, Essbase, Planning, and FCCS
Presenter
Bobby Ellis, Global Practice Lead - EPM

3. www.datavail.com 3
Director at Datavail, overseeing the Technical Middleware and
Oracle Applications Practice.
15+ years of Oracle EPM / Hyperion product experience with
leading companies like IBM and H&R Block.
22+ years of IT industry experience with complete project
development and ongoing production support cycles.
Specialties include automation, utility/script development,
product installation, performance tuning, and troubleshooting
a variety of Hyperion modules.
Presenter
Dave Shay,
Practice Director – Technical Middleware, Oracle Applications

4. www.datavail.com 4
Potential Infrastructure Impacts
Hyperion 11.2 vs. Cloud
Understanding Oracle’s Cloud Strategy
Alternative Cloud Migration Approaches
EPM Cloud Options: Testing-as-a-Service Solution
Discussion/Q&A
Agenda

5. Potential
Infrastructure Impacts

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Defect Correction Details
Extended Support Deadlines
• Dec 2018 - Java 6 and JRockit
• July 2019 - SQL Server 2008 R2
• Jan 2020 - Window Server 2008 R2
Certifications
• SQL Server 2012 is only certified for 11.1.2.4
• MS Server 2012 is only certified for 11.1.2.4
Did You
Know…

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If you are on 11.1.2.3 or earlier, your choices to remain on a supported Java platform
are:
• Upgrade to 11.1.2.4
• Wait for 11.2 to be released
• Migrate to the Cloud
Swapping Java 6 & JRockit 6 with Java 7 - manual procedure
Datavail’s scripted process eliminates the manual effort
Remediating Java

8. www.datavail.com 8
Release 11.2 Expectations
Anticipate Q1 2019 release
Provides a path forward for
enhancements & defect correction past
December 2021
Improves 3rd party certifications
Reporting Analysis Framework module
eliminated
Next-generation Essbase engine
already leveraged within OBIEE 12

9. www.datavail.com 9
Be Aware of
11.1.2.4.900
Earlier in 2018, Oracle quietly
replaced 11.1.2.4.0 with
11.1.2.4.900
on its eDelivery website
What does this
mean for us?

10. Hyperion 11.2 vs. Cloud

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Is a move to the cloud feasible?
Does the cloud environment include the features and functionality
necessary to deliver on all related business requirements?
Does the cloud environment meet or exceed internal IT policies?
Two Key Questions for Cloud Migration
Is a move to the cloud desirable?
Are the expected benefits realistic and achievable?
Is this the right time to migrate this particular application?
Are other cloud migration projects underway? If so, do the user
populations overlap?

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The Top 6 Considerations
Amount of time and
money invested
Business
Requirements
Size and complexity of
on-premises footprint
Future investment
plans
Maturity of the
environment
Risk

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Observed Benefits of EPM Cloud
Consistent growth of
feature set
Automatic monthly
updates
Start implementations
sooner
Can be accessed from
anywhere
Highly secure
environment
Easy migration
across environments

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What modules are best suited for the
cloud?
E/PBCS FCCS

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Product Map & Functional Parity
Assessment
HFM & FCM vs. FCCS
HP & HSF vs. E/PBCS
ARM vs. ARCS
HTP vs. TRCS
HPCS vs. PCMCS
HFP & HDM vs. EPRCS

16. Hyperion Planning
vs. E/PBCS

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Hyperion Planning vs. E/PBCS
E/PBCS has achieved feature parity with on-premises;
it now includes features not available in on-premises*
Cloud-exclusive features include:
• Dashboards
• Prebuilt rolling forecast functionality
• User interface customization
• Automatic monthly updates
• Open API and scripting support
*While information on the upcoming 11.2 on-premises release is limited, Oracle has
indicated that some of these features will likely be made available in on-premises with the
11.2 update.

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EPBCS includes a new Financial Statement (FS)
module with prebuilt functionality
FS functionality includes:
• Pre-built content to support revenue and expense
forecasting
• Flexibility to combine driver-based and direct-entry
forecasting
• Built-in support for topside adjustments
Hyperion Planning vs. E/PBCS

19. Hyperion Financial
Management vs.
FCCS

20. www.datavail.com 20
HFM vs. FCCS
Most of HFM’s core functionality is now
available in FCCS
Key features not yet available in cloud:
• Advanced consolidation
• Extended custom dimension support*
• Advanced journal features
*Now available upon request.

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HFM vs. FCCS
FCCS includes some features not available in
on-premises HFM*
• Supplemental Data Manager (SDM)
• Close Manager (CM)
• Automated nightly backup
• Automatic monthly updates
• Dashboarding
*While information on the upcoming 11.2 on-premises release is limited, Oracle has
indicated that some of these features will likely be made available in on-premises
with the 11.2 update.

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HFM vs. FCCS
FCCS features in development
• Journal integration with any ERP
• Advanced consolidation rules
• Event-based alerting
• HFM migration toolkit
• XBRL integration to EPRCS

23. Understanding
Oracle’s
Cloud Strategy

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Consistent “cloud first” development philosophy
11.2 last intended major release for on-premises EPM
Development focus to attain on-premises parity first
Common technology stack
• Created challenges for some products, like FCCS
Automatic monthly product updates
Oracle Cloud Strategy

25. Alternative Cloud
Migration Approaches

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Oracle Cloud Infrastructure (“OCI”) or Amazon Web Services (“AWS”) can
host your EPM 11.1.2.4 applications
No need to re-architect your applications; applications may be migrated to
OCI/AWS as-is
Enjoy the benefits of reducing on-premises data center footprint, without
compromising on application design
In the case of AWS, Datavail can meter the environment if there is not a need
for 24x7 uptime; only pay for uptime that you need
Cloud Alternatives

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Case Studies
Option #1:
Upgrade to 11.2 and
retain status quo
Option #2:
Migrate to Oracle
EPM Cloud
Option #3:
Migrate On-prem to
Public/Private Cloud

28. EPM Cloud Options:
Testing-as-a-Service
Solution

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The
problem:
On Prem Installations
Windows Patch Schedule
Oracle Quarterly Critical Patching
The Challenges
Keeping up with
periodic updates
to Oracle EPM
environments
Cloud Installations
The Oracle EPM Cloud Patch Schedule
The Challenges
Oracle EPM Cloud Offerings

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You Need a Better Solution
Many SaaS
Objects
Frequency
of Patches
Limited
Resources
Many Users with
Many Critical
Deadlines
The Need
for a Better
Solution

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The Solution – Oracle EPM
Testing as a Service
Subscription-based regression and performance testing
service leveraging the Accelatis APM Platform
Managed service provided by Datavail Oracle EPM
Application experts
Automated Management of:
• Baseline performance and function of applications prior to
patching
• Validate application performance and function post patching
• Provide analysis, results and treatment plan

32. Who is Datavail?

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Datavail’s Expertise
Direct access to Oracle
development resources
Completed 100’s of
upgrades and migrations
Cloud Excellence
Implementor
Fast-tracked resolution
of service requests

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Cloud service for EPM
Hyperion implementation
On-premises implementations
24x7 managed services
Flexible support
Upgrades and migrations
Leveraging Datavail’s Expertise
Professional Services
Infrastructure
Health checks
Establishment of internal Center
of Excellence
Enterprise advisory services
Training

35. Discussion

36. Dave Shay
Director, Technical Infrastructure
Dave.Shay@datavail.com 712-520-3225
Bobby Ellis
Director, Oracle EPM
Bobby.Ellis@datavail.com 918-257-2542
Beth Wooster
EPM Sales Executive
Beth.Wooster@datavail.com 402-630-4425

37. Thank you