In this session, Oracle ACE Brian Marshall walked newcomers to Oracle through the ins and outs of Hyperion Planning and Oracle's Planning and Budgeting Cloud Service (PBCS). Download the presentation to learn: What exactly is Hyperion Planning and PBCS? What issues do these tools help solve? How does Planning and PBCS solve these problems? How to prove your performance is better once you've fixed it Who owns and uses the application And more!

2. 2
AGENDA Introductions1
What is Planning/PBCS?2
What Problems Does it Solve?3
How Does it Solve These Problems?4
Who Does What?5
How Long and How Much?6
Show Me! (Live Demo)7
Q&A8

3. 3
About Brian Marshall
 VP of Delivery
 19+ years IT and EPM/BI Experience
 14+ years with US-Analytics
 100+ projects with US-Analytics
 Presented at Kscope every year since 2010
 Frequent blogger at HyperionEPM.com EPMMarshall.com

4. 4
About US-Analytics
Dallas-based, Hyperion-focused for over 15 years with continuous business growth
 We are nimble and respond quickly to customers’ needs
 Over 500 clients and over 1,000 successful Hyperion engagements
 Seasoned business and technical acumen with EPM and BI initiatives
 Over 65 professionals with 12+ years each of Hyperion experience and certifications
 Active leaders in the Oracle community
 Founder of Hyperion Professional Women's Forum, advisory board leadership, conference
presentations, webinars, EPM Speaker of the Year at Kaleidoscope in 2015 and 2014
 Corporate culture of integrity with 100% customer commitment
 Managed services
 Managed services team is Dallas based, each with 10+ years of experience
 Proven processes for all aspects of managed services

5. ABOUTUS-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
Data Governance
Business Intelligence
Financial Close & Consolidation
Planning & Forecasting
Solutions
Data IntegrationTraining
Accolades
– Original Oracle Hyperion and Pillar Partner
– Oracle Hyperion Financial Management 11
– Oracle Hyperion Planning 11
– Oracle Essbase 11
– Oracle Data Relationship Management 112013, 2014, 2015
2015 Oracle TOLA
EPM Partner of the Year

6. 6
What is Planning/PBCS?
 Planning comes in two flavors:
▶ Oracle Planning and Budgeting Cloud Service (Cloud)
▶ Oracle Hyperion Planning (On-Premises)
 Web-based and Excel-based Planning/Budgeting/Forecasting Tool
 Focuses on the process, not just the data of your business
 Reduces Excel processes and manipulation
 Increases time spent analyzing the data rather than collecting it
 Eliminates the need for e-mailed or shared input templates
 Provides impressive workflow and input validation capabilities

7. 7
What Problems Does it Solve?
 Reduce reliance on Excel as an input mechanism and instead use it for analysis
 Reduce annual plan time
 Provide the ability to create monthly forecast
 Improve accuracy and eliminate costly mistakes
 Centralize everything
▶ Input of data
▶ Calculations of forecast information
▶ Currency conversion
▶ Process management using workflow
 Save us from Excel hell! (sorry for the buzz-word, but if the shoe fits…)

8. 8
What Problems Does it Solve?
 Provides what-if analysis through versioning natively
 Provides top-down and bottom-up versions
 Provides time-based scenarios to control input
 Object-level security allowing for not only the data to be secured, but forms,
tasks lists, and approvals as well
 Visualizations on both forms and dashboards

9. 9
How Does it Solve These Problems?
 Four main ingredients:
▶ Web-Service to provide an interface for both a browser and Excel
‒ Java-based code normally deployed via WebLogic
▶ Relational database to store settings, configurations, and text-based information
‒ Compatible with Oracle DB, SQL Server, and DB2
▶ Essbase multi-dimensional database to store numerical data and provide the heavy
lifting for calculation and aggregation
‒ Industry-leading OLAP database
▶ Smart View Add-In for Microsoft Office
‒ Excel
‒ Word
‒ PowerPoint
‒ Even Outlook!

10. 10
Who Does What?
 Who owns the infrastructure?
▶ Cloud
‒ Oracle
▶ On-Prem
‒ IT
 Who owns the application?
▶ Generally finance, accounting, or an operational group
 Who users the application?
▶ From a small set of users in finance, accounting, or an operational group down to
hundreds if not thousands of “field” users
 Who administers the application?
▶ Generally the application owners will have a more technical “power user”, though due
to a lack of availability, Managed Services has become more popular in the last 2-3
years

11. 11
How Long and How Much?
 Implementations have a very large range, usually starting around 12 weeks
 The more business functions you interact with, the longer it takes
▶ Financial Statements
▶ Workforce
▶ CapEx
▶ Operations
 What about the software?
▶ Cloud, between $120 and $250 per user per month forever…list (never, ever pay this)
▶ On-Prem, roughly $3500 per user up front plus annual maintenance…list (please,
please, please don’t pay this)

12. 12
 I think Oracle wants us to forget this exists
 Very little new functionality in the last 24
months
 Requires IT infrastructure
Cloud vs. On-Premises
Cloud Pros On-Prem Pros
Cloud Cons On-Prem Cons
 Oracle’s clear direction
 Far less IT support required
 Great if you prefer OPEX vs. CapEx spend
 You own it instead of renting it
 Complete control over infrastructure
 Complete access to the back-end
supporting systems (relational and Essbase)
 No control over infrastructure
 Active Directory integration requires IT
support
 Not everyone wants to be on someone
else’s server

13. 13
Show Me!
 Live Demo!

14. 14
Q&A

15. 15
Shameless Plug
 Visit my blog:
▶ EPMMarshall.com
▶ Formerly HyperionEPM.com
 Visit my benchmark:
▶ EssBench.com
 Connect to #orclepm on twitter:

17. 17
Screenshots!
 In case the demo can’t connect…have some screenshots.
 Also, if you are downloading this, it might be more entertaining and a single
slide that says “Demo!”