skds what is in hyperion - epm overview - 2.0

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DOCUMENT SERIES EPM APPLICATIONS OVERVIEW

Oracle EPM Applications Overview

Syntelli Solutions Inc. Confidential

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CONTENTS

1 Introduction……………………………………………………………………….3

1.1 Industry Leadership ................................................................................................... 4

1.2 Robust & Scalable Architecture ................................................................................. 5

2.1 Hyperion Planning ...................................................................................................... 7

2.2 Hyperion Financial Management ............................................................................. 11

2.3 Hyperion Performance Scorecards .......................................................................... 15

2.4 Hyperion Strategic Finance ...................................................................................... 10

2.5 Hyperion Profitability and Cost Management ......................................................... 16

2.6 Hyperion Capital Asset Planning ................................................................................ 8

2.7 Hyperion Workforce Planning ................................................................................... 9

2.8 Hyperion Financial Data Quality Management ....................................................... 12

2.9 Hyperion Data Relationship Management .............................................................. 13

3 Conclusion………………………………………………………………………..18



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1 Introduction

Oracle's Enterprise Performance Management (EPM) applications are a modular suite of integrated applications that support a broad range of strategic and financial performance management processes and enable management excellence. This comprehensive, market-leading suite drives profitable growth by delivering predictable results, improving transparency and compliance, and increasing business alignment.

The performance management applications are for forward looking goal-setting, modeling, forecasting and reporting needs of the organization. The BI applications are for reporting and analytics across different functional areas of the business.

Integrates Transaction, Intelligence and Financial Systems



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1.1 INDUSTRY LEADERSHIP

As per industry experts, Oracle Hyperion has been a consistent leader for over 10 years in a row.



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1.2 ROBUST & SCALABLE ARCHITECTURE

Oracle Hyperion EPM System is the industry’s only EPM system that drives Management Excellence by creating smart, agile and aligned organizations. It’s the first to integrate performance management applications with business intelligences and the only solution that uses a common enterprise information model, common foundation and common master data.

In addition, Oracle's EPM applications leverage Oracle Business Intelligence Foundation and Oracle Fusion Middleware to integrate data from multiple sources and provide dashboards, reporting, and analysis. The suite offers powerful, integrated reporting and analysis tools, including production reporting, graphical analysis, and a MS Office interface built for use by end-users. A common workspace, common security and metadata management enable a single point of maintenance for reduced cost of administration and ownership vs. non-integrated point solutions.

There is a single user access layer which provides a single set of interfaces to provide users access to all of the tools and applications available in the EPM System. It leverages Oracle’s Fusion Middleware but is also hot pluggable with non-Oracle applications and technologies.



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2 EPM Applications

Oracle Hyperion EPM applications are drives organizations for higher profitable growth and provides them insights into running their businesses.

For a customized roadmap of implementation of the following solutions in your organization, please contact us and we can ensure the right sequence of implementation for maximum benefit:

Planning & Controlling:

1. Hyperion Planning

2. Hyperion Capital Asset Planning

3. Hyperion Workforce Planning

4. Hyperion Strategic Finance

Strategy Execution & Management Enablement:

5. Hyperion Performance Scorecards

6. Hyperion Profitability and Cost Management

7. Hyperion Data Relationship Management

Accounting & Finance Essentials:

8. Hyperion Financial Management

9. Hyperion Financial Data Quality Management



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2.1 HYPERION PLANNING

Oracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. It provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration.

Benefits

Ensure accuracy—Validate forecasts with integrated, best-in-class analytics Reduce budgeting time—Improve cycles by weeks or months Align the organization—Combine financial and operational planning in one system Address finance needs quickly—Meet immediate finance needs while enabling

operations-specific budgeting processes Maximize modeling capabilities—Support advanced, power user modeling

capabilities with nearly seamless Microsoft Excel integration Gain mass user acceptance—Appeal to a wider user community through a

simplified Web interface Reduce implementation time—Add quick-to-implement, packaged functional

planning modules



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2.2 HYPERION CAPITAL ASSET PLANNING

Oracle Hyperion Capital Asset Planning, software is a specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance. It includes pre-built functionality and best practices that easily plan for all your capital expenses. It is also directly linked to Oracle Hyperion Planning Plus, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements.

Benefits

Deploy Quickly—Simplify implementation processes and reduce maintenance requirements

Improve Confidence—Manage all capital expenses easily, ensure security over data, calculations, and global settings

Optimize Resources—Assess the immediate impact of capital expense decisions on financial statements )

Enhance Accuracy—Achieve greater accuracy, predictability, and accountability by involving operational-level planners

Gain Efficiency—Eliminate manual steps by using a comprehensive planning solution



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2.3 HYPERION WORKFORCE PLANNING

Oracle Hyperion Workforce Planning software is a special-purpose planning module that makes headcount, salary, and compensation planning fast and efficient across the enterprise. Designed with pre-built functionality and best practices that are ready to use right out of the box, it simplifies the planning of workforce and workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases. It also automatically and seamlessly links your workforce expense plans into Oracle Hyperion Planning Plus, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans.

Benefits

Deploy Quickly—Simplify implementation and reduce maintenance requirements with prebuilt functionality

Improve Confidence—Address all workforce planning requirements with a fully flexible and open architecture

Enhance Accuracy—Achieve greater accuracy, predictability, and accountability through detailed headcount, salary and benefit planning

Optimize Resources—Assess real-time impact of salaries and associated workforce expenses

Save Time and Money—Reduce workforce planning cycle time by eliminating dependency on spreadsheets



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2.4 HYPERION STRATEGIC FINANCE

Oracle Hyperion Strategic Finance (HSF) software is a financial modeling application that lets executives identify and understand the full financial impact of alternative corporate strategies. It delivers pre-packaged modeling and forecasting so your finance experts can better spend their time testing alternative strategies, building contingency plans, and understanding the impact of those strategies and plans on your organization’s long-term performance.

Benefits

Create Business Value—Integrate long-term planning, treasury strategies and corporate development analysis

Save time and money—Reduce model-building efforts using pre-built financial modeling logic

Improve Strategic Decision-making—Perform more comprehensive financial analysis in less time, reduce simulation time from days to minutes

Minimize risk and uncertainty—Improve accuracy of financial models with ensured accounting integrity

Deploy Quickly—Implement quickly with minimal IT support



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2.5 HYPERION FINANCIAL MANAGEMENT

Oracle Hyperion Financial Management (HFM) is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. It utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team.

Benefits

Accelerate reporting cycles—Reduce closing cycles by days, deliver more timely results to internal and external stakeholders

Improve transparency and compliance—Helps reduce the cost of compliance (as stipulated by the Sarbanes-Oxley Act, electronic filing, and other regulatory requirements) and support disclosure requirements, such as sustainability reporting

Perform strategic analysis—Spend less time on processing and more time on value-added analysis

Deliver a single truth—Provide a single version of the truth to support financial management and statutory reporting

Easily integrate—Integrate not only with Hyperion products but also with your existing infrastructure



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2.6 HYPERION FINANCIAL DATA QUALITY MANAGEMENT

Oracle Hyperion Financial Data Quality Management (FDM) is a packaged solution for finance users that helps develop standardized financial data management processes with its Web-based guided workflow user interface. Its data preparation server can ease integrating and validating financial data from any of your source systems. And to further reduce your data integration costs as well as data mapping complexities, FDM includes prepackaged adapters for Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Hyperion Strategic Finance, Oracle's Hyperion Enterprise, Oracle Essbase, and Oracle E-Business Suite.

Benefits

Increase quality—Improve your financial data quality and confidence in the numbers Simplify data handling—Abridge the collection, mapping, verification, and movement of

financial data Standardize—Rely on repeatable financial processes Reduce expenditures—Lower the cost of compliance Improve productivity—Eliminate manual file manipulation and bottlenecks Improve insight—Drill-through from EPM applications to transactional systems



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2.7 HYPERION DATA RELATIONSHIP MANAGEMENT

As organizations grow and evolve, it becomes essential to manage master data across information silos that result from mergers and acquisitions, departmental initiatives, or legacy system proliferation. Data consistency, integrity, quality and accuracy suffer. And, no one trusts the information and insight that ensues. Oracle Hyperion Data Relationship Management (DRM), (previously known as Hyperion Master Data Management) provides enterprises with a solution to build consistency within master data assets despite endless changes within the underlying transactional and analytical systems.

DRM provides the industry's first data model-agnostic master data management solution built to enable financial and analytical master data management in dynamic, fast-changing business environments.

Financial Master Data Management

Create an enterprise view of financial chart of accounts, cost centers and legal entities with a view to govern on-going financial management and consolidation based on consistent definitions of financial and reporting structures across general ledger systems, financial consolidation, planning and budgeting systems.

Analytical Master Data Management

Create an enterprise view of analytical dimensions, reporting structures, performance measures and their related attributes and hierarchies using Oracle Hyperion Data Relationship Management's data model-agnostic foundation. Construct departmental perspectives that bear referential integrity and consistency with master data constructs based on validations and business rules that enforce enterprise governance policies. Synchronize master data with downstream systems including business intelligence (BI)/enterprise performance management (EPM) systems, data warehouses and data marts to gain trustworthy insight.

Consolidate

Domain-agnostic master data repository Wizard-driven metadata & master data configuration Batch / File import Mass & incremental updates Application templates for metadata migration SOAP / COM APIs for SOA integration

Rationalize

Business user interface Automated attribute maintenance Advanced hierarchy management



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Compare and blend/merge changes Enforce policies via business rules & validations Build rationalized maintenance structure

Govern

Manage change requests / approvals via workflow Control access with fine-grain data security Run "what if" scenarios or rollback planned changes to any point in time Understand changes over time based on full history & "as of" versioning Comply with regulations using comprehensive audit trail & reports

Share

Target-specific exports for robust, repeatable & transparent consumption Use books to aggregate related exports for complex consumption targets (e.g., DW) Schedule publication of exports to files or target schemas Enable SOA exchange via comprehensive web services APIs

Benefits

Change management and control—Unify cross-functional perspectives to a master record while giving users the freedom to make changes and construct alternate departmental views of the data that are consistent and accurate.

Best-of-breed hierarchy management—Streamline master data changes using drag-and-drop hierarchy maintenance. Enable side-by-side comparison and one-click navigation across both, balanced and ragged hierarchies, with built-in referential integrity.

Audit and compliance—Provide a framework for query, comparison, and full history of all master data changes, including documented versioning and roll-back at any point in time or recorded modification to master data elements.

Workflow integration—Hot-pluggable integration with workflow tools using web services.



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2.8 HYPERION PERFORMANCE SCORECARDS

Oracle Hyperion Performance Scorecard (HPS) is a balanced scorecard collaborative certified application that helps organizations clearly articulate strategy and goals, communicate them across the enterprise, monitor key performance indicators, and improve business alignment. The software offers you complete strategy-and accountability-mapping capabilities, as well as Web-based message boards, forums and discussion threads.

Benefits

Communicate effectively across the enterprise—Share operational performance management strategies throughout the business

Clarify business objectives—Align the enterprise with corporate strategy, plans and objectives

Focus resources—Improve operational efficiency through a continuous business performance management cycle

Increase employee participation—Promote collaboration and accountability for results Create value—Build future economic value for key stakeholders



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2.9 HYPERION PROFITABILITY AND COST MANAGEMENT

Oracle Hyperion Profitability and Cost Management (HPCM) provides actionable insights into costs and profitability. This solution drives business performance by discovering drivers of cost and profitability, empowering users with visibility and flexibility, and improving resource alignment.

Unlike traditional activity-based costing applications, HPCM offers a flexible allocations platform for any method including ABC, time estimation, etc. The application also supports both cost and revenue management. Traceability maps and audit trail capabilities provide unique transparency and ease of use. It is the only packaged profitability application that leverages Oracle Essbase Plus, for faster, easier, powerful multidimensional analysis. Unlike nonintegrated EPM suite vendors, HPCM shares a common foundation and is integrated with the other Hyperion EPM applications and enables a single point of maintenance for reduced cost of administration and ownership.

Benefits

Discover drivers of costs and profitability—Identify sources and attributes of profitability with multidimensional analysis. Improve decisions with scenario modeling capabilities. Enable management best practices by leveraging profitability as a performance metric.

Empower users with visibility and flexibility—Accurately allocate costs with a flexible allocation engine that supports any methodology. Gain confidence in cost allocations and revenue flows with graphical traceability maps. Quickly validate models with user-defined business rules.

Improve resource alignment— Impact budgets and plans through integration with other EPM applications. Strategically allocate resources with accurate profitability and cost information. Improve marketing programs through customer segmentation



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3 Conclusion

Oracle is the leader in Enterprise Performance Management (EPM), unifying Performance Management and Business Intelligence (BI), supporting a broad range of strategic, financial and operational management processes. Oracle provides a complete and integrated system for managing and optimizing enterprise-wide performance. This allows organizations to achieve a state of management excellence - being smart, agile and aligned - which provides competitive advantage and leverages their operational investments.

Smart—Enable advanced integration that improves agility and lowers costs of ownership Agile—Integrate information from your financial performance management, operational

intelligence, and transactional applications Aligned—Drive pervasive intelligence across the enterprise by linking strategic, financial

and operational management processes



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ABOUT SYNTELLI SOLUTIONS INC. We at Syntelli Solutions are passionate about analytics and extracting value out of data. We constantly learn and use the latest and greatest technologies and tools and constantly collaborate with academia. This has given us deep and unique insight into the analytics market and the developments therein. We are therefore pursued by investment banks and analysts alike who seek our expertise and knowledge. Our expertise is in bringing business context to data and enhancing decision making, not just the technical aspect of implementing data-warehouse or the analytical product. We are very passionate about answer 'what-if' and 'what-else' questions. So, we bring to bear decades of statistical expertise to do Predictive Analytics/Intelligence work. Syntelli’s legacy is in providing Hyperion based solutions to CFO’s Offices and Business Intelligence solutions since early 2000s. This exposed us to analytical and predictive tools which we formalized as an analytics focused practice in 2011, named RAPID – Risk Analytics & Predictive Intelligence Division. We consider ourselves, first as a business solutions company, then a technology provider. Even tho we are a small business, we employ PhDs and MBA grads from top 10 schools globally. Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase for analytics. We are strategically located in Washington, DC, Texas and in the Carolinas.

*: TIBCO-Spotfire

skds what is in hyperion - epm overview - 2.0

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