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Oracle’s EPM System and Strategy
Wishtree Technologies
Agenda
• Oracle’s EPM System Vision
• Oracle/Hyperion Product Integration Strategy
• Driving Customer Value
• Summary and Questions
Enterprise Performance Management
Market Drivers
Alignment
Predictability
Consistency
Transparency
Immediacy
Business IntelligenceCustomer Challenges
• Siloed
• Fragmented
• Inconsistent
• Restricted
• Unintuitive
Hasn’t the promise of BI
been there for the past
decade?
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
SetGoals
Plan
Monitor
Analyze
Report
Align
Introducing: Oracle’s Enterprise Performance Management System
Business Intelligence Foundation
OLTP & ODSSystems
Data WarehouseData Mart
SAP, Oracle, Siebel,PeopleSoft, Custom
ExcelXML
BusinessProcessOLAP
Performance Management Applications
BI Applications
Fusion Middleware
Web Office Desktop MobileEmbedded in
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
Market-leading Suite of Finance and Strategy
Performance Management Applications
Data
CleansingConsolidate
Internal
Reporting &
Analysis
External
Reporting &
Compliance
Financial Close Process
Cascade Targets
Allocate
Resources
ForecastingDetailed
Budgeting
Planning and Budgeting
Most Complete Suite of BI Applications
Travel
& TransAuto
Comms
& Media
Complex
Mfg
Consumer
SectorEnergy
Financial
Services
High
Tech
Insurance
& HealthLife
Sciences
Public
Sector
Other Operational & Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters:
Sales
Service &
Contact
Center
MarketingOrder
Management
& Fulfillment
Supply
ChainFinancials
Human
Resources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell / Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
A/R & A/PAnalysis
GL / BalanceSheet Analysis
Customer& Product
Profitability
P&L Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearity
Ordersvs. Available
Inventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Oracle Enterprise Performance Management System
Oracle Business Intelligence Foundation
Hot-Pluggable With Existing IT Investments
OracleKerberosiPlanetMSFT ADNovellCustom Others ..
Oracle Data Integrator (Sunopsis)Oracle Warehouse BuilderInformaticaAscentialOthers ..
Any JSR 168 PortalOracle Data Mining,
SPSS, SASOracle EBS, Siebel, SAP, PeopleSoft, JD Edwards ..
Excel, Outlook,Lotus Notes ..
Oracle RDBMSOracle OLAP OptionMicrosoft SQL Server & Analysis ServicesIBM DB2TeradataEssbaseSAP BWXML, Excel, TextOthers ..
Portals Data Mining Applications Desktop Tools
Security Data Access Data Integration
Search
Pervasive Information Access Through a Unified BI Foundation
Ad-hoc Analysis
Interactive Dashboards
ProactiveDetectionand Alerts
MS Office& OutlookIntegration
Reporting & Publishing
Disconnected& MobileAnalytics
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Integrated Security, User Management, Personalization
Intelligent Request Generation and Optimized Data Access Services
OLAP
Common Enterprise Information Model
DesktopGadgets
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
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Hyperion/Oracle Product
Integration Strategy
Product Integration Milestones
1 Align and Certify
2 Unify and Integrate
3 Extend and Evolve
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
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
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
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Driving Customer Value
Financial Performance ManagementProduct 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
Web Office Desktop Mobile Embedded
Business Intelligence Foundation
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
EPM Architect Unifies Application Creation
and Deployment
Dimension LibraryCommon, extensible
components
Dimension MappingLink Applications
Data SynchronizerProcess Synchronizations
Application LibraryOne Control Center
Hyperion Financial Management
• Simple to Customize
• Easy to Integrate
• Financial Data Quality
• Complete Audit Trails
• Flexible Workflow
• Powerful Reporting
• Finance owned & operated
Financial Consolidation, Reporting &
Analysis
• Confidence in the numbers
• Reduce cycle time
• Automate collection & validation
• Lower cost of compliance
• Speed and agility
BENEFITS
FEATURES
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
Hyperion
Financial
Management
Hyperion
Financial
Data Quality
Management
XBRL/SECFinancial 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
Integrated Governance Risk and Compliance
Partner
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
Hyperion Planning
• Strategic Planning
• Modeling & Simulation
• What-if Analysis
• Excel Integration
• Enterprise Collaboration
• Native Reporting & Analysis
Planning & Budgeting
Applications
• Speed
• Accuracy
• Align finance and operations
• Accountability
• Visibility to past, current and
future business performance
BENEFITS
FEATURES
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
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 PlanExecution Status
Baseline Plans
Aligned Plans
Integrated Business Plan
Metrics and Scorecards
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
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
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
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Oracle BI Foundation
Business Intelligence FoundationProduct 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
Web Office Desktop Mobile Embedded
Financial Performance Management Applications
Operational BI Applications
Web Office Desktop Mobile Embedded
Business Intelligence Foundation
Oracle BI Suite Enterprise Edition PlusPervasive Information Delivery
OLTP & ODSSystems
DataWarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Financial PerformanceManagementApplications
Insight
Performance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
HyperionEssbase
Oracle BI Server
Common Enterprise Information Model
Reporting & Publishing
Financial Reporting
BI Publisher
Interactive Reporting
SQR Production Reporting
Web Analysis
Ad hoc Analysis
ProactiveDetectionand Alerts
Microsoft Office
Interactive Dashboards
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
Essbase is a Core to Oracle’s BI Foundation
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
Complete Time FlexibilityHyperion 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
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