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Introduction to Oracle Hyperion Planning

Robert Cybulski, CPAFinit Solutions

Ed DeLiseFinit Solutions

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Agenda

• Introduction

• Planning Challenges

• Hyperion Planning

• Data Integration Overview

• Suite of Oracle Planning Products

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• Oracle Certified Advantage Partner – former Hyperion Preferred Partner

• Customer Advisory Boards - Hyperion Enterprise and Hyperion FDM

• Unmatched Enterprise Performance Management (EPM) expertise: – Focus on Oracle / Hyperion– Deep Accounting and Finance Focus– Applications, Reporting, and Analytics

• Award Winning Growth - Recognized in the 2007 Inc 500 as the 42nd fastest growing IT services company (Ranked in top 600 in 2008):

• Clients receive superior service: – EVERY client is a reference! Over 95 clients and counting.

• Client base ranges from Fortune 100 to mid market.

Sample Clients –

All Clients are References

How does One Build the Budget?

• Management reviews the budget and…

• Finance creates the forms

• Managers input their data by accounting period

• Finance aggregates the budget

“Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live”

Gartner

“High processing time due to lack of strategic guidance and missing link between financial and operational plans” (limited flexibility – ability to react)

“Low plan accuracy (variance accuracy) due to inaccurate data”

“Limited level of detail for the budget”

“High number of Excel sheets that need maintenance” (versions / locations)

“Need to expand to: rolling forecasts, operational planning, investment planning, bulk updates, pre-built depreciation calculations, version control”

Challenges that Planners Face include:

Shortens Planning Cycles

Improves Business Predictability

Leverages Intellectual Capital

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Enterprise Performance Management System

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Financial Performance Management Applications

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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

Hyperion

Planning

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How Hyperion Planning Improves Planning

• Hyperion Planning is one, integrated Planning Platform that can address different planning requirements:– Revenue planning– Full Income Statement planning– Balance Sheet / Cash Flow planning– Rolling forecasting– Capital planning– And others.

• Hyperion Planning is built on the Hyperion Essbase engine. This allows for very powerful analysis and capabilities.

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Integration with Oracle Fusion EPM Platform

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Integration with Oracle Hyperion Workspace

•Workspace is the common portal for all Oracle Hyperion Applications.

•BI+ repository contains different reporting objects (Financial reports, Dashboards, etc.)

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End user task lists

•Task lists detail current status and steps needed to complete the different processes.

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End user task lists cont.

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Web Forms

•Web forms provide a consistent, web-based data entry input.

•Web forms can be opened in Smart View in Excel.

•Calculations can be launched from forms.

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Web Forms Cont.

•Data can be adjusted (increase / decrease by amount, percent) and spread.•Check totals to targets can provide feedback.

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Web Forms through Smart View

•Users can input, adjust, edit and submit their financial data via Smart View in Microsoft Excel.

•Form can be taken ‘offline’ and input.

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Supporting Detail

•Supporting detail can provide textual information behind assumptions, changes or data elements.

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Web Analysis

•Web Analysis dashboards for ad-hoc, dashboard analysis.

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Financial Reporting

•Financial Reporting for highly formatted presentation style reports.

Oracle Hyperion Workforce Planning

Oracle Hyperion Workforce Planning• Special-purpose planning module• Focused upon headcount, salary, and compensation

planning • Pre-built functionality (metadata, calculations) and best

practices incorporated in the application• Simplifies the planning of workforce and workforce

related expenses, such as bonuses, fringe benefits, overtime and merit increases.

• Seamlessly links workforce expense plans into Oracle Hyperion Planning, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans.

Oracle Hyperion Capital Asset Planning

Oracle Hyperion Capital Asset Planning• Specialized planning module that automates the

planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance

• Includes pre-built functionality and best practices that easily plan for all your capital expenses.

• Directly linked to Oracle Hyperion Planning, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements.

Movement

Data access, integration and transformation

Quality

Critical information collection, mapping, verifying and auditing

Reference – Enterprise Wide

Master data manipulation, validation and synchronization

Reference – Hyperion Suite

Master data synchronization

Data Integration Options

Oracle Planning Products

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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

Oracle Hyperion Strategic Finance

Oracle Hyperion Strategic Finance

• Financial modeling application that lets executives identify and understand the full financial impact of alternative corporate strategies (Acquisitions / Divestitures, Strategic Plan).

• Pre-packaged modeling and forecasting to allow finance experts to spend their time:– Testing alternative strategies– Building contingency plans– Understanding the impact of those strategies and

plans on long-term performance.

Oracle Hyperion Integrated Operational

Planning

Oracle Integrated Operational Planning• Enables the alignment of key operational planning processes with

financial planning

• Addresses a range of high-value planning processes, such as:– Demand-supply alignment– Product allocation– Integrated revenue planning– which are supported typically with spreadsheet tools today.

• Based upon a change-based data modeling engine that allows rich cross-functional modeling and interactive business impact analysis at an enterprise scale.

• Complements existing financial and supply chain planning systems by linking these functional plans into an integrated business planning framework.

Oracle Crystal Ball

• Predictive analytics application• Delivers simulation and modeling capabilities for

analyzing and understanding the key assumptions that have the biggest impact.

• By effectively integrating this application into the strategic planning process, users can visualize the entire range of possible outcomes, plan for the unexpected, and maximize success in making decisions.

How to Reach Us

Ed DeLise678-296-3611

edelise@finitsolutions.com

Rob Cybulski215-880-2025

rcybulski@finitsolutions.com

www.finitsolutions.com