Implementing Hyperion EPM/BI as a System,

Delivering on World-Class Analytics

Chad MacKendrick – Vice President, Business Development

Mike Killeen – Vice President, Technology

Chris Barbieri – Vice President, Consolidation Services

Ryan Meester – Practice Director, Strategic Planning

Tony Scalese – Practice Director, Integration Services

Date: Tuesday June 25, 2013

Agenda

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► Edgewater Ranzal Overview

► EPM/BI Overview

► Panel: Key Considerations in EPM/BI System Delivery

► Closing & General Q&A

► EPM & BI Experience & Success

– 1,500+ Oracle EPM & BI projects delivered in the past 15 years

► 100% Focus on Oracle/Hyperion EPM - Oracle Platinum Partner

► Breadth of EPM & BI Offerings

– Multi-Product Expertise – The Right Tool for the Right Job

• Only company with internal experts in ALL EPM products (Planning, HFM, FDM, HSF, Essbase, HPCM)

► Value Added Service Offerings

– Technical Support – Remote Help Desk, Lev 1 Support, Patch release Support

– Performance Lab – Version analysis, new functionality testing

– Exalytics – Installation, Configuration & Benchmarking Services

► 3 Ranzal ACE Members Across EPM Platform (HFM, Planning, & FDM)

► Co-Development Efforts with Oracle

► Customer Advisory Boards, Beta Testing, Certification Development

Edgewater Ranzal Differentiators

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• Workforce Planning

• Balance Sheet Planning

• ERPi/FDMEE

• Capital Asset Planning

• Disclosure Management

• Financial Close Manager

• HSF

• EPMA

• HPCM

Scorecards & Dashboards, Mobile Delivery, Prepackaged Analytical Applications (OBIA), BI Foundation (OBIEE/Essbase),

Financial Analytics , Operational Analytics, What-If Analysis, Query & Analysis, Reporting & Publishing, Visual Exploration

Financial performance, Legal, Segment & Mgmt Reporting, Financial

Close, HFM Optimization, Performance Lab, SOX Compliance Support

Strategic Finance (HSF) & Modeling, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning

ERP Integration, Financial Data Management, Data Warehousing,

Master Data Management & DRM, ETL Services, Automation

Installation, Upgrades, Migration, System

Monitoring, Backup and Recovery, Disaster Recovery,

Load Testing, Hardware Sizing, Exalytics Benchmarking

Consolidation

Business Intelligence

Enterprise Planning

Infrastructure

Training & Support

Project Management

Integration Services

Profitability & Cost Mgmt

Support Services – Infrastructure & Application Support Contracts

Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE

Custom Training Delivery: Process & Reporting

HPCM Standard & Detailed Models, Waterfall Allocations, Shared Service Charges, Activity Based Costing, Customer, Product, Segment & LOB Profitability

Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation

We Offer a Full Spectrum of EPM/BI Services

Mike Killeen &

Ryan Meester Chris Barbieri

Tony Scalese

Call Me Doing Fine

Why Enterprise Performance Mgmt (EPM)?

react recognize

INFORMATION

DATA Data

Warehouse

IT DRIVEN • Voluminous Amts of Data • Limited User Adoption • Lacks Complex Bus Logic • Effort to Tune for Performance

Dashboard/ Scorecard

BUSINESS DRIVEN • Strategy Focused • Higher Maintenance • May Not Scale • Possible Data Quality Issues

Developing an EPM/BI Platform

INFORMATION

DATA Data

Warehouse

Dashboard/

Scorecard

Consolidation

&

Reporting

Enterprise

Planning

Profitability

Mgmt &

Analytics

Pervasive

EPM/BI MEETS BUSINESS AND IT NEEDS • Strategy Focused • Supports Business Logic • Multi-User Access • Sound Data Quality • Scales for Data • Scales for Users • Low Maintenance • FAST Performance

EPM/BI is a journey, not a destination

Oracle EPM and BI Architecture

1. EPM Packaged Applications

1. Financial Close Suite (HFM, FCM/ARM, DM, FM Analytics, Tax Provisioning, FM Analytics)

2. Planning Modules (Planning, Workforce, Capital, PFP, Public Sector)

3. Strategic Finance and/or Crystal Ball

4. Profitability & Cost Management (Standard Models, Detailed Models)

2. BI Technology and Applications

1. Stand Alone Essbase

2. OBIEE or BI Foundation (OBIEE/Essbase/Scorecarding)

Who is using 3 or more of the product groups below?

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Audience Polling Question - #1

1. Oracle Strategic EPM Reporting Tools

1. Financial Reports

2. Smart View for Office

2. Oracle Strategic BI Reporting Tools

1. Scorecard and Strategy Maps

2. Answers or Answers+

3. Interactive Dashboards

4. BI Publisher

3. Legacy Oracle Reporting Tools

1. Essbase Excel Add-In

2. Web Analysis

3. Interactive Reporting/Intelligence/Brio

4. Production Reporting/SQR

5. Discoverer

4. 3rd Party Tools

Who has users that work with 3 or more of the reporting products below?

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Audience Polling Question - #2

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Answers

Smart View for

Office

BI Publisher

Hyperion Financial Reporting

Transactional

Business Intelligence

EPM

Relational

Essbase & OBIEE

Apps (HFM, Planning, etc)

Discoverer

SQR

Production

Reporting

Oracle

Scorecard

XBRL Psft

Scorecard

FSG Rxi

Oracle

Reports

Web

Analysis

BI Foundation: Oracle Strategic Reporting Tools

Best Fit Recommendations Future State

Interactive Dashboards

Query & Analysis

Office Integration

Pixel Perfect Reporting

Financial Statements

Scorecards

Scorecard & Strategy Mgmt

HFM Essbase Analytics Link

Interactive

Dashboards

BI Foundation Suite BI Foundation Suite EPM EPM

1. FDM

2. ERPi or FDMEE

3. Essbase Application Link (EAL)

4. EPMA

5. Essbase Objects – Rules, Report Scripts, MDX Scripts, CDFs

6. Oracle Data Integrator (ODI)

7. 3rd Party ETL and EAI Tools (e.g. Informatica, SSIS, HAL/Vignette)

8. Custom SQL and/or Custom Code

9. Manual Spreadsheets

How many of you are using 2 or more of the integration methods below?

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Audience Polling Question - #3 (and Final)

A lot of Moving Pieces!

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► Infrastructure Configuration

► Alignment of Applications with Business Process

► Definition & Management of Reference Data

– Master Data & Maps

– Rules & KPIs

► Data Integration Approaches

► System Security Definition and Management

► Reporting Source & Tool

► Change Management and Governance Needs

Key Design Considerations in EPM/BI Implementations

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► Devise a Proper Infrastructure Plan

► Use each tool for what it is best at

– Driver based modeling, what if analysis, complex allocations – Planning

– Corporate Consolidations, Eliminations, Journals – HFM

– High-Level target setting, BS / CF modeling, valuation - HSF

► Leverage Common Metadata

– Share Dimensions that Change Frequently over Time

– Standardize Dimensions that are Static

► Share base data that is resident in FDM

► Do not duplicate consolidation logic in Planning - Consolidate Actual, Budget & Forecast in HFM

► Currency Conversion in Planning, HFM & HSF

► External Reporting out of HFM

► Provide a centralized Essbase cube for Management Reporting

► Sharing Data

– Move data from HFM to Essbase using Extended Analytics, EAL, or EPMA Data Synch

– Move data from Essbase to HFM using Essbase Export, and Load Routine into HFM or Data Synch

– Move data from Essbase / HFM to HSF using FDM or direct integration with HSF Client

– Move data from HSF to Essbase using “auto push to Essbase” feature with direct integration from HSF client

Summary: EPM/BI Design Leading Practices

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