oracle’s hyperion epm strategy

PowerPoint Presentationreserved.
Director, Product Strategy, EMEA
DOAG, May 9th, 11:15-12:00
reserved. EPM INNOVATION
equivalent of Planning and
with common interface, common
install, common components and
innovations of the decade
2012 • Continuous innovation across
the portfolio, expansion into
Analytics with Exalytics
Oracle: Leader in Enterprise Performance Management In Gartner’s Magic Quadrant as Leader since 2005, Leader in IDC’s analysis since 1997
3 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Suites (CPM) Revenue Share for 2011
• Oracle is #1 in the worldwide CPM (Corporate Performance Management) Suites market segment
with a 29.4 percent share based on total software revenue, according to Gartner's recent "Market
Share: All Software Markets, Worldwide 2011" report (*).
• Oracle continued its leadership position in the CPM market category with a growth rate of 23.2
percent in 2011, well above the industry average of 16.4 percent.
• Oracle Hyperion Performance Management Applications are a modular suite of integrated
applications that span planning, budgeting and forecasting, strategy management, financial close
and reporting, and profitability management.
• Oracle Hyperion applications are part of Oracle Business Analytics, the industry's most complete,
integrated family of business analytics solutions, including more than 80 business intelligence and
performance management applications, business intelligence foundational technology, advanced
analytics and Oracle Engineered Systems.
http://finance.yahoo.com/news/oracle-1-corporate-performance-management-120000987.html
reserved.
Performance Management, BI and Analytics #1 Business Priority
Source: Gartner, Inc. “CFOs Cite BI and CPM as Top Priorities: 2011
Gartner FEI Technology Study” by John E. Van Decker, 20 May 2011.
reserved.
EPM is a Top Priority for Finance Executives 2011 Top Finance Initiatives
reserved.
OLTP & ODS Systems
Reports & Publishing Query & Analysis Detect & Alert Office Search Embedded Mobile Scorecards Interactive Dashboards
D at
reserved.
•
• Plan at the speed of business with Exalytics In-Memory Machine
• Drive best practices and improve planning accuracy with built-in predictive analytics
• Manage the financial performance of key projects with Project Financial Planning
• Leverage fine-grained cost and profitability analytics for improved performance
insights
Business, Improve Analytic
• Streamline the close and reduce reporting risk with Account Reconciliation Manager
• Ensure compliance with regulatory requirements with pre-built starter kits
• Leverage unlimited dimensionality in financial consolidation to drive new internal and
external reporting initiatives
• Deliver enterprise-wide visibility into performance with mobile delivery
• Accelerate EPM deployments with packaged modules and support for best practices
• Improve user productivity and collaboration with revamped Web 2.0 user interfaces
• Leverage pre-built ERP integrations for faster time to value
• Accelerate finance transformation initiatives with integrated enterprise dimension
management
reserved.
• Hyperion EPM R9.3 (2007)
• Hyperion EPM R11.1.1.4 (Aug 2011)
• Hyperion EPM R11.1.2.2 (April 2012)
Extend Planning
Across the
• Compatible with Exalytics
Streamline
Deliver EPM
Value Faster,
Reduce TCO
• Enhanced Hyperion Data Relationship Management module – chart of
accounts management
Middleware
Financials and HCM
• 3 New Products
Driven Enhancements
reserved.
reserved.
Assess and Manage Risk
• Financial & subjective measures for scoring projects
• Monitor and report results against approved financial plans
• View the impact on financial statements from a Project or Entity Level
reserved.
Oracle Hyperion Project Financial Planning New Planning Module for Project Financial Management
Functional Summary • Pre-defined dimension members,
forms, business rules, menus, task
lists, smart lists, validation rules &
project planning plan types
& Gas, Construction, Natural
Resources, Manufacturing, Retail
reserved.
decisions
feedback loop from financial considerations
for projects is instantaneous
• Calculate Project Financial Impacts
Projects
reserved.
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 13
• Task lists and tasks
• Out of Box Template files to import/export data
• Note: Out of Box integration to Oracle ERP Project systems is high priority in
v2 Roadmap
reserved.
Improve Analytic Insights
reserved.
Oracle Exalytics In-Memory Machine Key Enabling Technology for EPM Innovation
Planning @Speed of Business
• Reduce planning cycle times with huge gains in response time
• Run more complex planning models with finer grained detail
• Bring more users into the planning process and improve accuracy
LOB Planning with Essbase
• Scale to more users and run more complex planning models
• Improve agility – move from monthly to intra-day analysis
reserved.
• Planning maturity drives
– More complex calculations
– More interactive scenarios
Sweet spot for Exalytics
Model Complexity
reserved.
Retail:
reserved.
Hyperion Planning
and patterns into the future
Benefits • Enable business users to leverage
statistical forecasting techniques
• Automatically forecast best and worst
case scenarios in addition to base case
Integrated Predictive Planning Capabilities Leverage Statistical Forecasting for Improved Accuracy
reserved.
• Only 3 possible outcomes
• Limited view of risk
• What are the odds I’ll miss the target?
• Which outcome is most likely?
• Full range of outcomes
• Illustrate probability of outcomes
• True risk analysis for financial models
Conventional
reserved.
Oracle Hyperion Strategic Finance and Smart View Align Strategic and Financial Planning
Functional Summary
interface for Hyperion Strategic
and standard reports available from
Smart View
custom reports
financial planning
reserved.
Oracle Hyperion Public Sector Planning and Budgeting New Functionality Enhances Budget Management
Decision Packages
• Budget Requests
system
reserved.
Functional Summary
detailed profitability
Benefits
Millions of customers, SKUs, subscribers,
products, transactions
reserved.
Reduce Risk
reserved.
• Reconciliations are a major
– Ensuring completion and enabling
audits are key requirements
• New Account Reconciliation Manager
– Streamlined, workflow-driven and auditable processes
– Delivered as part of Oracle Hyperion Financial Close Management
reserved.
Oracle Hyperion Financial Management Support New Internal and External Reporting Initiatives
Configurable Dimensionality
management reporting needs
– Internal management reporting
Hyperion Planning
reserved.
Hyperion Financial Management
Statutory Reporting needs
• New: Sustainability Reporting
Guidelines
for Insurance Industry
reserved.
• New offering that leverages OBIEE
for pre-built dashboards and
Hyperion Financial Management and
and extensible
• Enables mobile delivery of EPM data to finance executives and business users
reserved.
reserved.
• Grid Diagnostics
reserved.
and Fusion Apps
Seamless Data and Metadata Integration Oracle Hyperion Financial Data Quality Management
Example:
budget activity
transformation requirements handled through
• Integration designed to support 2-way
synchronization of budgets
reserved.
– Create a cube based on RPD from within Essbase Studio
– Using the Presentation Layer or Business Model as the modeling source
• For BI Apps
– Maintain metadata integrity between the BIA model and the cube
• For OBIEE
– Create an Essbase cube based from within the BI Server
– Plug the new cube back into the RPD
– Create and execute MAXL and Calc Scripts using action framework
Simplify Cube Creation
For information purposes only, not a commitment to the development, release, and timing of any features or functionality.
reserved.
Oracle Exalytics
• Super fast R-OLAP and M-OLAP
• Super fast Financial & Operational Planning
• Optimized Hardware • Memory: 1 Terabyte DRAM • Processors: 40 Intel Cores
• Software Breakthroughs • Adaptive In-Memory Caching • In-Memory Columnar Compression • Optimized Storage Block Access • Free Form Data Exploration • High Density Visualizations • Optimized for Exadata
• Best Cost/Performance
reserved.
Oracle Exalytics – Under the Hood
In-Memory Analytics Software
reserved.
Oracle Exalytics Impressive Results from Early Customer Benchmarks
• Largest mortgage provider in Denmark, major private bond issuer in Europe
• Need to deliver outstanding performance for summary and transaction grain analysis
• 35x to 70x faster with Exadata + Exalytics
• Supplies automotive industry with market intelligence “PolkInsight”
• Need highly interactive dashboards and visualizations for global analyst community
• > 10x faster on average and up to 100x faster in specific cases
• Large oilfield services company with about ~860 rigs deployed around the world
• Need to drive usage of packaged BI Applications across the organization
• 5x shorter time to develop; 50x faster than a custom report (without tuning)
• Large cloud infrastructure services company
• Need highly interactive visualizations for large numbers of individual analyst data sets
• Consistent Sub-second interactivity on par with desktop tools down from ~30 secs
• Global consumer pre-packaged foods company
• Need more frequent planning and budgeting cycles for 2000+ users
• 6x faster cycle time - 4 hours down from more than 24 hours
A Global
CPG Company
reserved.
reserved.
“We are extremely excited about the potential of Oracle Hyperion Planning
applications running on the Oracle Exalytics In-Memory Machine. Our
planning and forecasting customers can now leverage more detailed data,
greater scalability with a larger number of users to deliver reduced plan
cycle time and greater accuracy across their organization”
Ramke Ramakrishnan - EPM and BI Senior Practice Director of
MarketSphere Consulting
reserved.
“Organizations that lack visibility into cost and profitability will find the
expanded features of Hyperion Profitability & Cost Management attractive.
These features allow revenues and costs to be allocated at a very granular
level. Executives gain improved insight into how customer-driven
interactions across any channel impact profitability and allow for improved
decision-making about company offerings.”
reserved.
““The new Account Reconciliation Manager brings the old manual account
reconciling process into the 21st century with functionality and speed,” said
Andy Levins, Solutions Architect TopDown Consulting. “The mapping
process, detailed reconciliation, and strong security help reconcile a huge
quantity of accounts in a expedient manner with a very strong audit trail.
Both clients and auditors will love this tool”.
Andy Levins – Solutions Architect, TopDown Consulting
reserved.
• Collaborative document authoring
• Profitability & Cost Mgmt.
• New Disclosure Mgt. product
• Hyperion Planning
reserved.
• Solaris, AIX, HP-UX
• Upgrade for OBI Apps customers
• Support for Fusion Applications
frameworks, EM integration
Oracle BI Apps 7.9.6.3
Essbase 11.1.2.2
• Calc Script enhancements
Oracle BI 11.1.1.6
• Enterprise Developer productivity
• Performance
• Studio enhancements
• Decision Manager
• Localization, translation
• Combined support for Fusion Apps + Apps Unlimited + SAP +
GBUs
• HCM – Time & Labor, Payroll, Global Payroll
• Financials – Commitment Control & Public Sector
Financial/Budget Analysis
Oracle BI Apps 11g
• Support for Fusion Apps
reserved.
Java Apps
© 2011 Oracle Corporation
OLTP & ODS Systems
reserved.
Direction
Strategy Council
Visionary executives that want to partner with Development in driving the
strategy for the EPM/BI product categories
Customer Advisory Board
Application and project leaders that want to participate in driving product
roadmaps and provide feedback on planned features
Early Adopter Program
Application and project leaders and users that want to test and provide
early feedback on a features that is part of an new release
Customer Advocacy Group
problem resolution, and closed loop feedback
reserved.
• Key strategic priority for Oracle
R11.1.2.2 Extends Oracle’s EPM Lead….
reserved.
YOUR [email protected]
www.support.oracle.com
Current: ID 1092114.1
reserved.
Questions?
reserved.

oracle’s hyperion epm strategy

Documents