The document outlines Oracle's Enterprise Performance Management (EPM) system and strategy, focusing on integration with Oracle and Hyperion products to enhance customer value. It discusses market drivers, addressing challenges in financial performance management, planning, and reporting while emphasizing Oracle’s vision to streamline these processes through effective data management and analytical capabilities. Key features include comprehensive business intelligence, improved financial planning cycles, and a unified platform for better decision-making and lower operational costs.

1. Oracle’s EPM System and Strategy Wishtree Technologies

2. Agenda Oracle’s EPM System Vision Oracle/Hyperion Product Integration Strategy Driving Customer Value Summary and Questions

3. Enterprise Performance Management Market Drivers Alignment Predictability Consistency Transparency Immediacy

4. Financial Performance Management Customer Challenges Planning cycle time Accuracy / Variance Excel errors Level of plan detail Finance productivity Planning & Forecasting Complex financial closing Inconsistent account structure Financial data collection errors Changing disclosures Inefficient filing process Financial Reporting

5. Business Intelligence Customer Challenges Siloed Fragmented Inconsistent Restricted Unintuitive Hasn’t the promise of BI been there for the past decade?

6. Oracle’s EPM Vision Link strategic goals to operational decisions Transform financial management processes Monitor execution in real-time Deliver consistent, reliable insights to drive action Lower costs and reduce system complexity Single version of the truth Insight Performance Action Set Goals Plan Monitor Analyze Report Align

7. The Industry’s First Enterprise Performance Management System Comprehensive Hot-Pluggable Pervasive Insight Performance Action Set Goals Plan Monitor Analyze Report Align

8. Introducing: Oracle’s Enterprise Performance Management System Business Intelligence Foundation OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process OLAP Performance Management Applications BI Applications Fusion Middleware Web Office Desktop Mobile Embedded in Applications

9. Market-leading Suite of Finance and Strategy Performance Management Applications Master Data Business Rules Metrics/KPIs Targets, Plans & Actuals Set Strategic Objectives Corporate Development Treasury Strategies Long-Term Planning Strategic Planning Define Costing Methods Perform Allocations Report & Analyze Define Cost Drivers Cost and Profitability Management Data Cleansing Consolidate Internal Reporting & Analysis External Reporting & Compliance Financial Close Process Cascade Targets Allocate Resources Forecasting Detailed Budgeting Planning and Budgeting

10. Most Complete Suite of BI Applications Other Operational & Analytic Sources Oracle BI Suite Enterprise Edition Prebuilt adapters: Sales Service & Contact Center Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital A/R & A/P Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector

11. Hot-Pluggable With Existing IT Investments Oracle Enterprise Performance Management System Oracle Business Intelligence Foundation Any JSR 168 Portal Oracle Data Mining, SPSS, SAS Oracle EBS, Siebel, SAP, PeopleSoft, JD Edwards .. Excel, Outlook, Lotus Notes .. Portals Data Mining Applications Desktop Tools Security Data Access Data Integration Oracle Kerberos iPlanet MSFT AD Novell Custom Others .. Oracle Data Integrator (Sunopsis) Oracle Warehouse Builder Informatica Ascential Others .. Oracle RDBMS Oracle OLAP Option Microsoft SQL Server & Analysis Services IBM DB2 Teradata Essbase SAP BW XML, Excel, Text Others ..

12. Pervasive Information Access Through a Unified BI Foundation Search Ad-hoc Analysis Interactive Dashboards Proactive Detection and Alerts MS Office & Outlook Integration Reporting & Publishing Disconnected & Mobile Analytics Multidimensional Calculation and Integration Engine Integrated Security, User Management, Personalization Intelligent Request Generation and Optimized Data Access Services Common Enterprise Information Model Desktop Gadgets OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process OLAP

13. Customer Benefits Faster Close & Financial Planning Cycles Improve Confidence and Predictability Aligns Decisions with Strategic Goals Compare Operational Results to Plans in Real Time Drive Insight to Action With Lower Cost & Less Complexity

14. <Insert Picture Here> Hyperion/Oracle Product Integration Strategy

15. Product Integration Milestones 1 Align and Certify 2 Unify and Integrate 3 Extend and Evolve

16. Product Integration Milestones Align browser, JDK, OS, Processor Coverage Align Language Support & Internationalization Align Security & 802.11 Compliance Certify with 11gR1 Database Certify with 10gR3 Fusion Middleware Align License Keys to Oracle Practices Re-brand GUI and Documentation 1 Align and Certify

17. Product Integration Milestones Common User Interface & Workspace Common Identity Management Common Application Server Common Data Integration Common Data Access & Search Interoperability across BI Foundation Integrated Access to Applications 2 Unify and Integrate

18. Product Integration Milestones Evolve Enterprise Information Model to support Financial Performance Management Applications Semantic layer calculation extensibility Extend integration between Hyperion Planning and Oracle Operational BI Applications 3 Extend and Evolve

19. <Insert Picture Here> Driving Customer Value

20. Financial Performance Management Product Strategy Expand EPM System common components Continue Hyperion application innovation Lower TCO through better integration Oracle platform and applications SAP R/3 and BW Introduce new packaged applications Support and migrate existing Oracle and PeopleSoft customers Financial Performance Management Applications Operational BI Applications Business Intelligence Foundation Web Office Desktop Mobile Embedded

21. EPM Workspace Integrates Management Processes into a Common Environment Single sign on Planning and HFM process integration User interface filtered by security Tabbed view of content One place for applications, reporting and administrative content

22. EPM Architect Unifies Application Creation and Deployment Dimension Library Common, extensible components Dimension Mapping Link Applications Data Synchronizer Process Synchronizations Application Library One Control Center

23. SmartSpace Gadgets Bring Management Processes to the Desktop

24. Hyperion Financial Management Simple to Customize Easy to Integrate Financial Data Quality Complete Audit Trails Flexible Workflow Powerful Reporting Finance owned & operated #1 Financial Consolidation, Reporting & Analysis Confidence in the numbers Reduce cycle time Automate collection & validation Lower cost of compliance Speed and agility BENEFITS FEATURES

25. Manage Your Financial Close from a Common EPM Workspace Hyperion Financial Management

26. Improve Finance Productivity and Shorten SEC Filing Process with XBRL Hyperion Financial Management Capabilities Support for XBRL 2.1 Specifications Support for schema, context and units Define any text in report as XBRL fact Benefits Improves transparency Eliminates rework and potential for errors Compliance with SEC Voluntary Filing

27. Integrated Governance Risk and Compliance Hyperion Financial Management Hyperion Financial Data Quality Management XBRL/SEC Financial and Mgmt. Reporting ERP: Oracle, SAP, Legacy, Other Infrastructure Services Tax Filing Oracle GRC Manager Reconciliations CFO Dashboard Tax Calculations Transactions Oracle/Hyperion CFO CIO Reporting Application Configuration Controls Application Access Controls Partner

28. Roadmap Focus on EPM System, ERP Integration and Scalability Hyperion Financial Management – EPM Architect Enhancements Common Calc Manager Lifecycle Management Delegated User Management & Admin 64 Bit Platform Support Reporting Accelerator Oracle Platform Integration Identity Management, Portal, BI Tools Drill-back to transactional systems Integration with Oracle GRC offerings

29. Hyperion Planning Strategic Planning Modeling & Simulation What-if Analysis Excel Integration Enterprise Collaboration Native Reporting & Analysis #1 Planning & Budgeting Applications Speed Accuracy Align finance and operations Accountability Visibility to past, current and future business performance BENEFITS FEATURES

30. Capital Expense Planning Application New with Planning Packaged application Plan for asset purchases and asset related expenses Transfer, retire, and improve assets Directly linked to main plan Interfaces with external systems

31. Integrated Business Planning Topology Application Foundation Analysis and Reporting Goal Setting Financial Modeling Financial Planning & Budgeting Strategic Operational Planning Functional Operational Planning Functional Execution Business goals Long Range Targets Annual Targets Operational Policies Execution Plan Execution Status Baseline Plans Aligned Plans Integrated Business Plan Metrics and Scorecards

32. Interlace Dynamic Planning Server Change Based Modeling Engine Impact Analyzer Scenario Manager Federated Modeling Model Designer Application and Process Layers Strategic Operational Planning Server Planning, Analysis and Reporting Relational Databases (Oracle 9i and 10g, SQL Server) Review exception messages Analyze the plan Change assumptions Evaluate Scenarios Approve Changes Update Plan of Record J2EE based technology Data and User driven modeling Intelligent Scoping for Recalculation

33. Planning Roadmap Focuses on EPM System Components and New Planning Modules Hyperion Planning – EPM Architect Enhancements Common Calc Manager Lifecycle Management Planning for Banking Delegated User Management & Admin Hyperion Strategic Finance – Smart View Integration Strategic Finance, Performance Scorecard Integration with Crystal Ball Oracle Platform Integration Identity Management, Portal, BI Tools Integration with operational planning modules

34. Hyperion Profitability Management What it does: Cost, revenue & profit reporting and analysis Cost management: ABC, Traceability Maps Profitability by product, customer, region, channel, brand etc Customer segment analysis, Customer cost-to-serve Profitability planning and resource optimization What’s in it: Allocation Engine for Costs and Revenues (new) Traceability Map (new) System 9 Technology (Essbase, Relational Store) Web Analysis, Financial Reporting & Visual Explorer Pre-defined “templates” for reports/vertical content New Application, Coming Soon

35. <Insert Picture Here> Oracle BI Foundation

36. Business Intelligence Foundation Product Strategy Comprehensive BI Foundation Common technology for EPM, BI Applications and Data Warehousing Single, integrated platform architecture Unified enterprise information model Pervasive Information Delivery Layer Common workspace All styles of reporting and analysis Range of real-time and event-based capabilities Hot-Pluggable with Existing IT Investments Transaction systems Database Middleware Financial Performance Management Applications Operational BI Applications Financial Performance Management Applications Operational BI Applications Business Intelligence Foundation Web Office Desktop Mobile Embedded Web Office Desktop Mobile Embedded

37. Oracle BI Suite Enterprise Edition Plus Pervasive Information Delivery OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Financial Performance Management Applications Insight Performance Action Set Goals Plan Monitor Analyze Report Align Hyperion Essbase Oracle BI Server Common Enterprise Information Model

38. Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility Presentation Layer Physical Layer Semantic Object Layer User roles, preferences Simplified view Logical SQL interface Dimensions Hierarchies Measures Calculations Aggregation Rules Time Series Map Physical Data Connections Schema Role-based views of the information Consistent definition of business measures, metrics, calculations Model once, deploy anywhere Across any data sources

39. Oracle BI Server Simplified, Powerful, Intelligence Across Sources Simplified business model view Advanced calculation & integration engine Intelligent request generation and optimized, distributed data access Mission critical scalability and performance Foundation for all OBIEE presentation services Open SQL Interface Oracle BI EE Presentation Services Other 3 rd Party Tools Oracle BI Server Native RDBMS Oracle SQL Server DB2 Teradata ODBC Multi-dimensional XMLA Oracle OLAP Option MS Analysis Services SAP BW Other XML, Excel Text Simplified Business View Unified Metadata Intelligent Caching Advanced calculations Aggregate navigation & creation Federated query and integration Optimized SQL / function shipping

40. Oracle BI Applications Other Data Sources IVR, ACD, CTI Hyperion MS Excel Syndicated Add insight to CRM and ERP applications Easy to adapt and extend Tight integration with OLTP systems Works with existing IT environment Low TCO Oracle BI Applications Order Management & Fulfillment Sales Service & Contact Center Marketing Procurement & Supply Chain Financials Human Resources

41. Speeds Time To Value and Lowers TCO Build from Scratch with Traditional BI Tools Oracle Analytic Applications Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others Prebuilt DW design, adapts to your EDW Role-based dashboards and thousands of pre-defined metrics Easy to use, easy to adapt Weeks or Months Back-end ETL and Mapping DW Design Define Metrics & Dashboards Back-end ETL and Mapping DW Design Define Metrics & Dashboards Training / Roll-out Training / Rollout Months or Years Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis Oracle Analytic Applications solutions approach: Faster time to value Lower TCO Assured business value

42. Essbase is a Core to Oracle’s BI Foundation Richest Business User Experience Superior Tools for the Business User Broadest Analytic functionality “ Speed of Thought” response Most Highly Advanced Calculation Engine Best Custom Analytic Environment Superior Calculation Power Comprehensive library of functions Extensive Financial and Time Intelligence Optimized Storage Enterprise scale Forward Looking applications Premium Performance

43. Hyperion Essbase Product Strategy Enable EPM System Foundation for new EPM Applications Best Microsoft Office Integration Near real-time applications Expanded calculation power

44. Near Real Time Essbase Cubes Hyperion Essbase Trickle Feed into a “persisted” ASO cube Disk-based cubes With any and all aggregations Cube is online through the process Read & Write can co-exist with trickle feed

45. Complete Time Flexibility Hyperion Essbase Supports Any Calendar Gregorian Retail Manufacturing Promotion Fiscal Year Support Time intelligent functions A variety of time periods: Day, Week, Month, Quarter Years viewed as 12 months or 13 periods

46. Enhanced Hyperion Essbase Integration Hyperion Interactive Reporting Shared members Ragged hierarchies Attributes Server-side ranking, filtering and sorting Dynamic time series Advanced member selection Duplicate member names

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48. Wishtree Technologies [email_address]