Reporting _ Marty Engel _ Oracle's strategy and road map for Hyperion.pdf

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Oracle’s Strategy and Roadmap for Hyperion Performance
Management Applications
Marty Engel – Director
Enterprise Performance Management

Selected ANZ EPM Customers w/SAP, EBS, PSFT, JDE
Strategy Planning & Forecasting Financial Close Data Relationship
Management Management
•  CBA •  AECOM •  H.J. Heinz Company •  Amcor •  John Swire •  ANZ Bank
•  Centreport •  Airways NZ •  Illuka •  AMP •  Lend Lease •  Bank West
•  Coca Cola •  ANZ Bank •  Investa •  Ansell •  LGL •  Boral
•  APA •  Kalgoorlie Consolidated
•  Coffey Int’l •  ANZ Bank •  Matrix •  CBA
•  ARCBS – Victoria Gold Mines,
•  Crane •  Argyle Diamonds •  LaFarge •  Auckland Council •  NAB •  Cochlear
•  First Quantum •  AJ LUCAS •  Lihir Gold (ATA) •  NBN Co •  NAB
Minerals •  ASIC •  MBF •  Barrick Gold •  Newmont •  Qantas
•  Fletcher Building •  Auckland •  NAB •  Billabong •  Orica •  Telstra
•  NBN Co. Council (ATA) •  Navitas •  BlueScope Steel •  Origin energy •  Westpac
•  One Steel •  Australian •  NBN Co •  OneSteel •  Pacific Brands •  Worley Parsons
•  Orica Bureau of •  Newmont •  Norske Skog) •  Qantas
•  Pacific Brands Statistics •  NSW Health •  Boral •  Rank Group Profitability &
•  Bank of New •  OPSM Analysis
•  Paperlinx •  Brambles •  Sims Group
Zealand •  OZ Minerals
•  Qantas •  BUPA •  Toyota Tsusho
•  Barrick Gold •  Pacific Brands •  ASX
•  Xstrata Coal •  Boeing •  CBA •  Troy Resources
•  Qantas •  ARCBS – Victoria
•  Xstrata Copper •  BUPA •  RAC
•  Centro Holdings •  Tyco
•  Coca Cola •  Wesfarmers •  Housing New
•  Cadbury •  Resmed
•  Capricorn •  Coffey Int’l •  Westfield Zealand
•  Salmat
•  CBA •  Computershare •  Worley •  AMP 1
•  Telstra
•  Chep •  The Good Guys •  Crane Parsons •  Australian Securities
•  Coffey Int’l •  TIWEST •  CSL Limited •  Xstrata and Investments
•  Constellation •  Tower •  Dulux Group Commission1
•  Computershar e •  Toyota Finance •  CBA 1
•  Fidelity
•  EBOS Group, NZ •  Uni. of Sydney •  Downer 1
•  Environment •  First Quantum
•  University of Auckland •  General Practice
Waikato, NZ •  Vic - Dept. of Transport
Minerals
•  Fletcher Builder Education and Training
•  Fidelity •  Vic – Parks 1
•  Fonterra •  Visy •  Fonterra
•  Gazal •  Fosters •  Qantas 1
•  Vodafone
•  GS JBWere •  Woodside •  GPT •  Telstra 1
•  Heinz •  Worley Parsons •  Incitec Pivot •  Yarra Valley 1
•  Housing New •  Xstrata •  Infigen Energy
Zealand

1 – customer owns Essbase. Not HPCM.
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
3 3

Market Challenges in 2011

•  Planning for the recovery
•  Shifting focus from cost-cutting
to growth
•  Need for more accuracy in
planning & forecasting
•  Increasing demand for
transparency
•  Transition to IFRS
•  The XBRL Mandate
•  Sustainability Reporting

Copyright © 2011 Oracle and/or its affiliates. All rights reserved. 4

Agenda

•  Oracle’s EPM System Vision <Insert Picture Here>

•  What’s New in Oracle’s Hyperion
Performance Management Applications
•  Integration with Fusion Applications
•  Preview Roadmap for 2011 and Beyond
•  Summary and Questions


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.


Management Excellence: The Next Competitive Edge

Smart – Deep Insight
Competitive Agile – Decisive Action
Advantage Aligned – Across the
Extended Enterprise

MANAGEMENT EXCELLENCE

Cost – Lean and Mean
Quality – Six Sigma, TQM
Speed – Real-time, JIT

OPERATIONAL EXCELLENCE

Time


Today’s Reality: Management Processes Are
Fragmented

$

€

OPERATIONAL
£
¥

EVA •  Lack of business alignment
PLANNING
VARIANCE
ANALYSIS •  Low predictability in
ANALYZE GOAL
performance
PERFORMANCE SETTING
FINANCIAL
•  Inconsistency in business
MODELING

decisions
SCORECARDS FINANCIAL
REPORTING

MONITOR
ROLLING
RESULTS
FORECAST


Oracle’s Enterprise Performance Management
System
Drives Management Excellence
Information Delivery

EPM and BI Applications

Business Intelligence Foundation

OLTP & ODS Data Warehouse Exadata OLAP Packaged Unstructured & Excel Business
Systems Data Mart Sources Applications Semi- XML/Office Process
(Oracle, SAP, Others) Structured


Oracle’s EPM & BI Product Strategy

Develop an analytical strategy that allows you to continuously monitor
results, develop flexible plans and improve trust among stakeholders

Simplify •  Automate complex financial close and disclosure processes
Financial •  Simplify and integrate planning and budgeting workflows
Management •  Provide visibility into cost and profit drivers
Processes

•  Multiple delivery channels makes insights pervasive
Integrate •  Common enterprise information model improves data consistency
Enterprise •  Single platform for management, financial and operational reporting
Reporting

•  Centralized enterprise dimension management
Lower •  Improved integration within the EPM System components
Cost of •  Integration and drill-through with ERP applications
Ownership


Common Information Delivery
Secure, Role-based, Information Access & Delivery

Data Scorecards Interactive Reporting & Ad-hoc Office Search Detect Collaborate Mobile Embedded
Integration Dashboards Publishing Analysis Integration & Alert





Performance Management and BI Applications
Market-leading, Comprehensive, Integrated


Strategy Planning &
Management Forecasting
ERP CRM Industry
Analytics Analytics Analytics
Financial Close Profitability
and Reporting Management




Performance Management Applications
Market-leading, Integrated Suite

•  Integrates data from
multiple transaction systems Strategy Planning and
•  Automates and links
strategic and financial
management processes Financial Close Profitability
•  Modular, integrated suite
•  Fast time to value; Low Common Admin Services
TCO
Oracle BI Foundation
•  Over 6,000 customers


Implementing a World Class Close
Oracle’s Extended Financial Close Solution
Gather and validate
complete data sets to Deliver self service
support all financial reporting to the Automate and
Close Sub Ledgers into reporting needs (i.e. Legal organization for deliver Edgar &
GL (i.e. AR, AP, FA, etc.) Entity, Segment, performance XBRL filings,
Management, Tax, discussions and Statutory filings,
Sustainability Metrics, etc.) plan realignment Tax, etc.

Internal External
General Data Mgmt Financial
Sub Ledger Close Ledger Close Assurance Consolidation Filing
Reporting Reporting

Automate consolidated
financial reporting leveraging
multiple hierarchies/ Automate external
Perform Reconciliations dimensions and calculations reporting gathering
(i.e. CTA, FASB, KPI’s, FX, disclosures and
•  Bank Reconciliations Retained Earnings, Topside financial information
Entries etc.)
•  Standard Account Recon
•  Sub Ledger Recon
Post Accruals
Process Management &
Visibility

14

Implementing a World Class Close
Oracle’s Extended Financial Close Solution

Finance Dashboard

Governance, Risk & Compliance

Financial Close Management

Tax Tax
ERP: Calculations Filing
Data Financial
Oracle, SAP,
Assurance Consolidation Disclosure
Legacy, Other Financial and Management
Mgmt. Reporting XBRL/SEC

Transactions Reporting


Oracle Hyperion Financial Close Management
Streamline the End-to-End Close Process
New !

•  Full visibility into enterprise-wide
close process
–  Close calendar and unified task
list
–  Dashboards for trending
analysis and process
improvement
•  Improved accountability for
predictable close
–  Workflow integration across
systems & manual processes
–  MS Outlook integration
•  Built on proven Oracle Fusion
Middleware technologies


Oracle Hyperion Financial Data Quality Management
Enabling Seamless Metadata and Data Integration

Data & Metadata Data

Oracle EBS, PSFT,
JDE, Fusion, SAP
Financial Close and
Reporting

Data Warehouse Planning & Forecasting EPM Workspace
Data Mart

FDM Financial Reports

Strategy Management Smart View

Other
Systems
Profitability Management
FDM integrates;
General Ledger data for
EBS11 and 12 plus PSFT 9
and HCM data for PSFT 9
File
Excel
XML
Drill-Through & Write-Back


Drill-through to General Ledger
Insight into Action in a Single System

Hyperion Financial Management
Hyperion Planning, Oracle Essbase

Hyperion Financial Data Oracle EBS R11
Quality Management & R12, PSFT 9

JDE Enterprise Oracle Account Analysis
One coming in and Drill-Down for both
CY2011 Actual and Budget


Oracle Hyperion Disclosure Management
Statutory Reporting Made Simple
New !

•  Author statutory documents from
SmartView for Office
–  MS Word and Excel for authoring
–  Direct integration with HFM and
Essbase
–  Support for all required report
formats: MS Word, HTML, PDF
•  Embedded XBRL tagging
support
–  Taxonomy Management
–  Instance document creation and
validation


New !
Oracle Essbase Analytics Link for HFM
Powerful Analytics on Consolidated Financial Data

•  Delivers Essbase analytics on live HFM data
–  Extend the data model
–  Integrate additional data sources
•  Fulfill analytic needs with no impact on consolidation server
–  More users, more reports, bigger queries
–  Fast reporting performance
•  Simple and automated implementation
–  Real-Time or on-demand integration with HFM

Oracle
HFM Essbase
Application Analytics
Link
Oracle
Essbase


Integration with Oracle GRC Solutions
Improve Financial Governance and Control

Oracle GRC Manager

Oracle/PSFT
Financials
HFM
Application
Oracle/PSFT
Financials

Oracle GRC Controls

•  Financial Audit Scoping Tool Blueprint
–  Integrate HFM account balance data into GRC Manager
–  Assess materiality of internal control issues and prioritize remediation
•  Segregation of Duties for Hyperion Blueprint
–  Single point of maintenance for users, groups, roles etc across ERP and HFM
–  Avoid potential violations in segregation of duties

Oracle Confidential

Extend Planning Across the Enterprise
Oracle’s Enterprise Planning Solution

Forecast/model Include operational Update forecast
strategic possibilities detail and model with latest budget
variability of and actuals
Select strategies financial plan
Set targets

Annual Include Evaluate Monthly / Evaluate
Strategic plan budget / operational workforce rolling ‘true’
plan details and capital forecast profitability

Evaluate
Seed targets to Financial
annual Performance
operating plan
Evaluate resource Update strategic
Start annual and capital plan with latest
process requirements forecast

Assess and Manage Risk

22

Extend Planning Across the Enterprise
Oracle’s Enterprise Planning Solution

Predictive Modeling & Simulation

Functional Plans

Long-Term Project Operational
Workforce Capital Assets Planning
Financial Revenue & Cost
Planning Planning
Planning Modeling
Marketing
Planning

Planning, Budgeting & Forecasting

Financial Operational
Detail Detail


Oracle Scorecard and Strategy Management
Strategy Management & Goal Setting

•  Integrated BI component
–  KPIs as core metadata
–  Thresholds, owners, history
–  Auto-generated interactive analyses
–  Linked objectives & initiatives
•  Automatic detection
–  KPI alerts triggered by thresholds
•  Strategy visualization
–  Strategy Maps and Trees
–  Cause and Effects
–  Watchlists
–  Annotations & override
•  All methodologies
–  Balanced scorecard, six sigma, Baldrige

Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 24

HPCM has applicability across industries
Rapidly growing customer base

Hi-Tech Defense /
Financial Healthcare Comm & Mfg & Retail Services
Govt / Non
Media Distribution Profit

Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 25 25

Oracle Hyperion Planning
Major Enhancements Streamline Planning and Forecasting

•  Intelligent Approval Workflows
–  Vary workflow by scenario/version
–  Pre defined promotional path
–  Data driven promotional path
•  Zero-code Web Forms for
Business User Productivity
–  Conditional formatting and process-
based data validation
–  Ad hoc web data entry forms
–  Freeze, Sorting and filtering
–  Member Selector enhancements


Oracle Hyperion Smart View for Office
Designed for the Business User

•  Users Manage Planning Tasks in
Familiar MS Office Environment
–  Task based workflow
–  Traffic lighting & data validation
–  Approval process management
•  MS Outlook integration
–  Manage tasks from Outlook
Calendar


Oracle Hyperion Public Sector Planning and
Budgeting New !
Streamline the Process and Improve Budget Management

•  Packaged application for
public sector organizations
•  Support for management of
complex budgetary
processes
•  High quality budget book
preparation
•  Advanced position budgeting
capabilities
•  Bi-directional integration with
ERP data sources


Oracle Hyperion Profitability and Cost Management
Improve Insight into Profitability by Customers, Products

•  A packaged application that enables:
•  Accurate measurement, allocation and
management of costs and revenues
•  Computation of Profitability for business,
product, and customer segments
•  Profitability measurement by using cost
decomposition, consumption-based
costing, and scenario playing
•  Designed for the business user
•  Leverages existing IT investments


Highly Scalable BI Foundation
Providing Insights Across the Enterprise



Common Enterprise Information Model

Dimension Predictive
BI Server Essbase Management Analytics



Oracle BI 11g: Most Powerful End User Experience
Complete. Consistent. Accurate.

Scorecards
Mobile Reports

Interactive 
Office   Dashboards
Integration

Geospatial  
Applications   Visualization
& Portals

Ad-hoc 
Search Queries

Collaboration


Oracle Hyperion Data Relationship Management
Enterprise Dimension Management

•  Oracle Hyperion Data Relationship
Management is a “best of breed”
solution:
–  Mature product
–  Strong user base
–  Technology agnostic
•  Automation of dimension alignment:
–  Reduce manual efforts and errors
–  Increase data quality
–  Complete audit trail & “roll back”
•  Business value:
–  Process alignment and simplification
–  Simplify system rollouts & maintenance
–  Close-cycle simplification


Oracle Hyperion EPM 11.1.2.1
Feature Summary

•  Installation and Deployment
•  Conversion tools – EPM 9.2.1, 9.3.3 and 11.1.1.3
•  Platform support – Windows 2008, 2008 R2, MS Office 2010
•  Oracle Hyperion Disclosure Management
•  Generation of iXBRL instance documents
•  Instance Viewer is now fully compatible with SEC Viewer versions
2.2.x and higher
•  Oracle Hyperion Financial Close Management
•  Integration with PeopleSoft Financials, EPM System 9.3.3
•  Account Reconciliations Workflow
•  Oracle Hyperion Financial Data Quality Management
•  SAP R/3 4.7 (data loading as well as drill through)
•  PeopleSoft 9.1 certification for data load, write back and drill
through (for ERP Integrator)
•  Oracle E-Business Suite 12.1.3 (for ERP Integrator)
•  SQL Server support (for ERP Integrator)
•  SQL and DB2 support for PeopleSoft
•  Many other enhancements

Copyright © 2011, Oracle and / or its affiliates. All rights reserved. 33

PeopleSoft Financials Integrations
Hyperion Financial Close Management 11.1.2.1

•  37 sample integrations will be delivered
•  GL integrations
–  Process all GL Journals
–  Enter any manual journals
–  Define Allocations Run Control
–  Execute Allocations Process
–  Define Journal Edit and Post Run Control
–  Execute Journal Edit and Post Process
–  Define Consolidations Run Control
–  Execute Consolidations Process
–  Define Trial Balance Run Control
–  Execute Trial Balance
–  Execute & Review Financial Statements


Account Reconciliation Workflow
Execution and monitoring of account reconciliation
tasks
•  Source and Target balances
displayed with differences
•  Account reconciliation
instructions
•  Improved question layout for
account reconciliations
•  Import account balances into a
schedule
•  Auto task restart if balances are
updated
•  Dashboard – Schedule Tasks
–  Configurable to show attribute
and question responses


Oracle Hyperion EPM Applications Roadmap
Some planned content highlights
Hyperion EPM 11.1.2.x
Available
Hyperion EPM 11.1.2 •  Hyperion Planning
•  New Financial Close Mgt. Product •  PSB Commitment control
•  New Disclosure Mgt. product •  Predictive Planning
•  New Public Sector Budgeting module •  Project Planning module
•  Hyperion Planning •  Hyperion Financial Management
•  Configurable & data driven workflows •  Configurable Dimensionality
•  Conditional formatting •  Financial Close Analytics Dashboards
•  Smart View extensions •  Financial Close
•  Oracle tech stack optimization •  Account Reconciliations
•  EBS/Fusion Integration
•  Disclosure Management
•  Collaborative document authoring
•  Smart Rounding & Footing
•  Micro-costing in Profitability & Cost Mgmt.
Hyperion EPM 11.1.2.1
•  iXBRL HMRC Income Tax Returns
•  PSFT & Financial Close Mgt. integration

Oracle Fusion 1.0


Oracle EPM and Fusion Applications
Overview

•  Oracle EPM solutions add value for customers with any mix of
Oracle Fusion and Oracle E-Business Suite, PeopleSoft, and JD
Edwards, as well as non-Oracle applications

•  Fusion applications leverage key EPM components and
technologies for analytics and financial reporting
–  Ensuring protection of EPM investments and skill set

•  Fusion and EPM applications leverage common Fusion
Middleware technology stack
–  Enabling easy integration and standards compliance


Oracle EPM and Fusion Applications
Summary of Coexistence Scenarios Cost Allocation,
Profit Analytics
Financial Planning & Budgeting
Strategy Management

Hyperion
Oracle Scorecard Hyperion Planning Profitability
& Strategy Mgmt Suite and Cost
Mgmt

Fusion Accounting Hub External
Reporting

Allocation Engine Financial Reporting
& Analysis Financial Consolidation

Journal Balances Hyperion
Entries Financial Reporting FDM/ERPI Hyperion Disclosure
Financial Management
Ad Hoc Analyses Management
Analytical Dashboards

Fusion General Ledger

Hyperion Data Relationship
Management

CoA Mgmt

Other
PSFT GL EBS GL Sources

Hyperion Financial Close Management

Management of the end-to-end financial close and reporting process


Embedded BI in Fusion Applications
Summary

Solution Offerings
•  Real-time, self-service reporting
•  Historical and complex analysis with a data warehouse
•  Oracle Transactional Business Intelligence (OTBI):
–  Real time, self service reporting directly off transactional data

Key Features
•  Consistent user experience
–  Identical tabular, graphical and visualization components used throughout
•  Common semantic model
–  Unified definition of key entities—Customer, Invoice, Date, Account, etc.—and
calculations
•  Tight integration with Fusion Applications
–  Pervasive embedded analytics, role-based dashboards, and reports
–  Architected for Fusion Apps: seamless integration with flex, trees, security, …
•  Low cost of ownership
–  Easier installation, functional setups, and systems management


Fusion Reporting and Analytics
Consistent, Timely, Complete

Oracle •  Real time, self service reporting directly off Fusion Apps data
Transactional BI •  Pre-packaged content covering major Fusion Applications
(OTBI) •  Built on Oracle BI EE technology

•  Unlimited historical analysis, including trending and cross-domain insight
Oracle BI •  Pre-packaged data warehouse, ETL, metrics, and interactive dashboards
Applications •  Now available for EBS, Peoplesoft, JD Edwards, Siebel
(OBIA) Extending to Fusion Applications
•  Built on Oracle BI EE technology

•  Financial statements, sales territory planning, project performance, and
Specialized more built on Essbase technology
Analytics •  Whitespace analysis built on Real-Time Decisions and Oracle Data
Mining technologies


Oracle EPM in Fusion Applications
Summary

EPM Offerings Leveraged in Fusion
•  Oracle Essbase
•  Oracle Hyperion Financial Reporting
•  Oracle Hyperion Smart View for Office
•  Oracle Hyperion Calculation Manager
•  Common EPM Components

Key Features
•  Consistent user experience
–  Leverage proven Oracle EPM analytic components
•  Tight integration with Fusion Applications
–  Pervasive embedded analytics built right into Fusion apps: Financials, CRM,
Project Portfolio Mgmt.
•  Low cost of ownership
–  Leverage industry-standard EPM skill set
–  Integrated installation, setup and administration


Oracle EPM Leverages Fusion Middleware Stack

ü Desktop, Rich Internet Apps
§  Web 2.0 Portal, Mobile

Continued Adoption of
Fusion Technology Stack

ü Diagnostics
ü Configuration Mgmt.
ü Query & Analysis, Reports, Dashboards ü Monitoring
ü OLAP, Data Integration ü Lifecycle management

•  ADF adoption across all ü Integration hooks (e.g. Planning)
EPM applications
§  Pre-built integration

ü SOA Server (e.g. Financial Close Mgmt.) ü Access Mgmt.
ü BPEL ü Directory
ü Role Management
ü Segregation of Duties
ü Java EE Application Server
ü Clustering


Oracle EPM and Oracle Applications Strategies
Better Together

Customer Strategy Oracle EPM Value
Continue with Applications Oracle EPM for best in class
Unlimited, upgrade to latest financial planning, close and
releases reporting
Incrementally add Fusion Oracle EPM integrates with Fusion
Applications to Apps Unlimited as well as EBS/PSFT/JDE and
Solutions other applications
Upgrade to Fusion Applications Oracle EPM as consistent financial
planning, close and reporting
solution during and after upgrade


Oracle EPM – Bridge to Fusion Applications
Consistent Platform for Financial Planning, Close & Reporting

Data Scorecards Interactive Reporting & Ad-hoc Office Search Detect Collaborate Mobile Embedded
Integration Dashboards Publishing Analysis Integration & Alert

Strategy Planning &
ERP CRM Industry
Analytics Analytics Analytics
Financial Close Profitability

Common Enterprise Information Model

Dimension Predictive
BI Server Essbase Management Analytics


Take-aways and Next Steps

1.  Evaluate Your Business Insights and Management
Excellence

2.  Identify Immediate Needs and Challenges

3.  Develop a Long-term Vision and Steps to Achieve

4.  Leverage the expertise of Oracle and partners


Join us in San Francisco for
Oracle OpenWorld 2011
•  October 2 - 6, 2011
•  San Francisco, CA
•  For more information or to register go to
www.oracle.com/openworld

46

Marty Engel

Q

Marty.Engel@oracle.com

Follow Oracle EPM on Twitter:
@oracleEPMBI

&

A

Reporting _ Marty Engel _ Oracle's strategy and road map for Hyperion.pdf

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