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Oracle Confidential – Internal/Restricted/Highly Restricted 1
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Enterprise Performance Management Planning – Cloud or On Premise Russell Lavan Solutions Consulting - EPM
Oracle Confidential – Internal/Restricted/Highly Restricted 2
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Modern Finance is evolving from governance to guidance
EPM is for the Many Moments That Matter New regulations Disruptive competitors Changing consumer demands New products/markets Black Swan or Geo-Political events
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Hyperion EPM Applications
• Broadest and Deepest EPM Application Coverage
• Most Integrated EPM Suite
• Data, Meta Data and Process integration with Oracle, non-Oracle ERPs
• Best in Class BI Integration
• Centralized Enterprise Dimension Management for EPM, ERP, BI
Plan for Growth, Report with Confidence, Accelerate Business Value
Enterprise Performance Management Platform
Strategy Management
Profitability Management
Planning and Forecasting
Financial Close and Reporting
User Workspace, Reporting
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Oracle’s Enterprise Planning Solution
Workforce Planning
Hyperion Strategic Finance
Hyperion Profitability and
Cost Management
Capital Asset Planning
Project Financial Planning
Financial Services Balance Sheet
Planning
BI Foundation & Fusion Middleware
Common Reporting and User Interaction
Public Sector Planning and
Budgeting
Horizontal Applications Vertical Applications
Financial Modeling and Strategic Planning
Financial Planning and Budgeting
Line Item Planning by Function
Variance Analysis and Forecasting
Management Reporting and Analysis
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Oracle’s EPM Strategy for Digital Finance Transformation
Choose the Way You Work
Connect the Enterprise
Engineer Predictable Performance
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Expand Planning Across the Enterprise
Sales/Product Managers
Cost Center Managers
LOB Execs.
Finance
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• Leverage the Wisdom Beyond Finance
• Financial Models Driven by Operational Detail
10’s
100’s
1000’s
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The Oracle Advantage: Flexibility & Simplicity Multiple Deployment Options for Adapting to any Environment
Managed Build Subscribe
Private Cloud
Customer owns license Provider owns infrastructure
Provider manages and owns
infrastructure
Customer manages Customer owns
infrastructure
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Oracle Planning and Budgeting Cloud Service (PBCS)
Best in Class Functionality
• Optimized for the Cloud, but based on a proven Hyperion Planning platform
• Access from anywhere with new tablet-enabled interface
• Ease of Use through application wizards, diagnostics & system governors
• Leverage existing investments through On-premise-to-cloud integrations
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• Mobile Access Anywhere
• Cloud, On-Premises, Hybrid
• Built-in Social Collaboration
How You Can Work
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of companies currently use or will consider deploying EPM in the cloud over the next year
Finance Sees Value of Cloud Computing
> 75% Source: Oracle 2014 Top Trends Research
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Oracle Planning & Budgeting Cloud Service As of Feb 2015
Built on over 15 years of Product Innovation
Launched: February 14, 2014
Clients across industry
Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech
325+ Customers to date
22,000+ End Users and growing!
Available and Supported Globally 24 X 7 X 365
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 14
Oracle Cloud Operations Organization
• 600+ Dedicated IT Staff supporting Oracle Cloud – 7x24 Operations “Nerve Center” staff in a follow the sun configuration
– Dedicated Security & Compliance management staff
– Functional experts and architects in all key support roles
• Application support
• Platform technologies (Middleware & DB)
• Infrastructure support and system administration
– Network administration: switches, firewalls, load balancers
– Facilities & project management
• 100% of activities performed by Oracle employees
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 15
Single Vendor Top to Bottom
Solution Oracle SaaS Planning Vendors
Authentication Oracle Identity Management Microsoft Active Directory / LDAP
Web Server Oracle HTTP Server Tomcat / IIS / Apache
Application Oracle Hyperion Planning Proprietary
Application Server Oracle WebLogic and Java WebSphere / Jboss
Virtualization Oracle Virtual Machine VMWare or Hyper-V
Database Oracle Database Microsoft SQL Server
Hardware Oracle Engineered Systems and Sun HP / Cisco / Dell
Storage Oracle ZFS EMC/NetApp
Data Centers Oracle Owned or Oracle only Cages Outsourced
Staff Oracle Employees Hybrid
Monitoring Oracle Enterprise Manager HP Open View / Computer Associates
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 16
When Oracle PBCS is “Not the Right Fit”
When might my customer want to consider on-premises or hosting services, such as Oracle Managed Cloud Services (aka On Demand), instead?
• Want multiple EPM and or OBI products hosted (HFM, Essbase, etc.) and integrations managed together.
• Requires that the customer have administrative control over the Planning server
• Would like to choose their own upgrade and patch timeline (though service providers may charge a fee for major upgrades)
• Need production guaranteed Disaster Recovery options (Maximum availability, 1-day, and 5-day services are options).
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Hyperion Planning Deployment Options On Premise Managed Cloud Services Planning & Budgeting Cloud Service
Overview Customer manages Customer owns infrastructure
Customer owns license – Oracle MCS OR Partner owns licenses on behalf of end user – Partner MCS, Provider owns infrastructure.
Subscription-based, Provider manages, Provider owns infrastructure
Software Included Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning. RDBMS licensed separately.
Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning.
Hyperion Planning, Smart View, Financial Reports, Predictive Planning, Financial Data Management, Essbase ASO Reporting Cubes. RDBMS License included.
Hardware Environments
Customer Owned and Maintained. Typically Test/Prod or Dev/Test/Prod.
Customer Determined. Oracle Owned and Operated. Typically Test/Prod or Dev/Test/Prod. Charged per environment
Oracle Owned and Operated. Test & Production. Two environments included in Subscription Price
Maintenance and Upgrades and backups
Install, Upgrade & Patching done by Customer/Consultants
Install, Upgrade & Patching done by Customer/Partner/Oracle. Included In Managed Cloud Service pricing.
Included in monthly subscription fee per user. Customer can back up on-premise also. Emergency fixes every day, patches every month, enhancements every few months. No Installs. Software owned and operated by Oracle
Data Center N/A – on customer site Customer Choice (Oracle hosted or on partner site) Oracle owned or operated. Worldwide Data Centers
Support Part of maintenance contract – extra charge
Part of maintenance contract – extra charge Included in Subscription
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Hyperion Planning Functionality Comparison
On Premise/Managed Cloud PBCS
General Support for multiple applications/multiple databases One Application per subscription (Test and Production environments)
- Up to 7 Plan types (3 BSO, 4 ASO) for Advanced Application
Modules Hyperion Capital Asset Planning, Hyperion Workforce
Expense Planning, Hyperion Project Financial Planning
modules are available for On Premise/Managed Cloud.
Modules scheduled to be available Q3 2105
Data Integration –
Metadata
Hyperion Financial Data Quality Management
(Direct Integration offered for EBS, PSOFT, Fusion
Financials)
Outline Load Utility
Planning Import and Export
Oracle Data Integrator Adapter for Planning
Data Integration Management Adapter for Planning
Performance Management Architect Flat Files
Performance Management Architect Interface Tables
Smart View Client
Planning Import and Export
Smart View Client
Data/Metadata loads can be automated using Job Scheduler, File Transfer
Utility or EPM Automate Utility
Data Integration –
Data
Hyperion Financial Data Quality Management
(Direct Integration offered for EBS, PSOFT, Fusion
Financials, JDE, SAP)
Outline Load Utility
Planning Import and Export
Performance Management Architect Data Synchronization
Essbase Flat File Load
Hyperion Financial Data Quality Management
Planning Import and Export
Data/Metadata loads can be automated using Job Scheduler, File Transfer
Utility or EPM Automate Utility
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WHO WHAT WHY
Customer2Cloud Program - Who, What, Why
• Legacy Planning or Hyperion Planning customers paying on-premise support*
• Want to migrate on-premise licenses to the cloud
• Interested in utilizing value of support costs
• Incent cloud adoption using current support spend
• Flexible options
• Quickly adopt latest EPM Cloud innovations: Planning, Financial Performance Reporting, etc.
• Lower Cost
• Op Ex vs. Cap Ex
• Speed
• Minimal IT help
• Convert unused support into business value
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*Certain restrictions apply
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Customer2Cloud Program for EPM Customers TWO CHOICES
• Migration and Support Policy for Customers Shelving Licenses in favor of EPM Cloud – Licenses of Hyperion Planning products can be shelved for EPM Cloud, these products are
typically licensed in a Planning deployment.
– Customer is provided support for up to six months on the on-premise license at no charge
– Shelving program allows licenses to be “unshelved” at end of Cloud Services agreement
• Migration and Support Policy for Customers Terminating Licenses in favor of EPM Cloud – Termination program “terminates” on-premise licenses, no going back!
– Can migrate from “related pillar” of functionality to EPM Cloud
– Support for on-premise licenses are terminated immediately
Oracle Confidential – Internal/Restricted/Highly Restricted 20
* For full terms and conditions, go to Into The Cloud
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