what’s new and what’s coming: oracle hyperion enterprise financial planning suite

What’s New and What’s ComingOracle Hyperion Enterprise Financial Planning Suite [CON8526]

Shankar ViswanathanDirector, Product Management

Prasad KulkarniSr. Director Development

September 29, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |


Safe Harbor Statement

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.

Oracle Confidential – Internal/Restricted/Highly Restricted 3


On Premise, On The Cloud, On Mobile

• Self-service

• Full Range Of

Planning &

Analytic

Capabilities

• Mobile

Consumption

Without Any

Content Re-work

Mobile &

Cloud

Deployment

Link Financial and Operational PlansFinancial Models Driven by Operational Detail

Strategic

Plan

Financial Plan

Operational Plans

(projects, customers, products, regions)

Align Operating Plans & Financial Plans

Financial Plan

Workforce Plan

Capital Plan

Project Plan


Expand Planning Across the Enterprise • Leverage the Wisdom Beyond Finance

• Financial Models Driven by Operational Detail

Sales/Product Managers

Cost Center Managers

LOB Execs.

Finance10’s

100’s

1000’s


What’s New


Enterprise Planning: What’s New

Past 18 months: Highlights

• Hyperion Planning 11.1.2.3 release.

• R11.1.2.3.500

– Business user functionality available on Tablet devices

– Mobile app for workflow & approval

• Introduction of Planning and Budgeting Cloud Service– 150+ customers; several live and many implementing.


R11.1.2.3 Q1 CY2013

Accuracy & Agility

Integrated Aggregate Storage

User Defined Member on the Fly

Flexible Custom Dimension

Bring Essbase Users On Board

Ease Of Use

New Task Dashboard & Task Types

Build Dimensions in Excel

Import/Export Through Web UI

Ease Of Deployment

Diagnostic Logging

Upload/Download LCM In Browser

Artifact Change & Deployment Report

EPM Clone Utility & Log Analysis

LCM Upgrade From11.1.1.4,11.1.2.x*

Ease Of Implementation

Script Diagnostics & Compare Scripts

Capex & Workforce Refreshed

Project Financial Planning - More Robust

Public Sector Budgeting – Faster Decisions


R11.1.2.3.500: Q1 CY2014

• Browser Experience Optimized For Tablets

– User Experience Designed With Mobile In Mind

• Supports Mobile and Desktop

• User Interface built ground up for mobile

– Supports Full Write-back And Many End-user Functionalities

• Mobile Application

• Common workflow app across Planning, Financial Close and Tax

• Browser Support:

– Chrome, IE10

– Safari on iOS

• Supports iOS7 And Android Jelly Bean


• Smart View for Office

– On Windows Pro tablets

– Requires local install of MS Office

– Office 2007 or 2013

R11.1.2.3.500: Q1 CY2014


Planning and Budgeting Cloud Service (PBCS)

• Single Point Solution For Planning, Reporting And Integration• No Install, Hardware or DB License• Automated Patches and Upgrades• No Infrastructure & Maintenance Costs• Predictable Monthly Pricing• Faster Implementation


What’s Coming


Roadmap 2014-15

Next 12 months

Modules On Cloud

Mobile Ready PBCS R11.1.2.4 On-Premise

External Cloud Integrations

Continuous Platform & UI enhancements


Planning and Budgeting Cloud Service (PBCS)

• Simplified Mobile Ready Interface– End User Planning Functionality

– Key Administrative Capabilities

• Automation of Routines

Q4 CY2014 Patch Update


Simplified User Interface

• Mobile and desktop friendly

• Multiple OS and Browser support

• Consistent across Oracle Cloud services

• Multiple themes and user defined background

• Announcements and custom profiles

• Minimalistic yet resourceful

• End user and admin separation points



Simplified Application Creation

• Get up and running quick

• Choose based on simple and complex use case

• Create full blown sample for familiarity

• Out of box best practice guide

• Product tour videos

• Functional tutorial videos

• Out of box rolling forecast application



Built-In Analysis And Reporting: Dashboards

• Dashboards within planning application

• On the fly mash-up using forms, adhocgrids with free form text and urls

• No data export needed. Uses the same data you plan on

• Supports all data types – text, numeric and url

• Benefits

– Tablet friendly

– Business User focused

– Easy and quick creation



Built-In Analysis And Reporting: Ad-hoc

• Simplified mobile friendly ad-hoc

– Drag and Drop | Pivot and Zoom

• Analysis in same Planning application

• Benefits

– Analyze and get to root cause quickly

– User friendly pivots and icon ribbons

– Power user and end user collaboration

– Analyze information in Excel, desktop or mobile



Built-In Analysis And Reporting: Reports

• Simplified report creation & consumption

• Create on demand by users

• Benefits

– Use ad-hoc as an optional authoring tool

– Business user friendly

– Easy and quick creation

– No data export needed



Formatted Forms and Ad-hoc

• Create formatted templates and slices

• Benefits

– Excel type formats on web

– Role based for admin or end user control

– Leverage default and user defined formats

– Use as input templates or as reports



Unified Admin Console

• Visual application overview

• Plan Type and dimension management

• Import export dimensions and data

• Job and schedule management

• Benefits

– Ready visibility to application usage

– Simplified management of artifacts



Job Manager & Scheduler

• Create and manage routine jobs

– Rules, import, export, refresh etc.

• Schedule routines for automation

• Benefits

–Mobile friendly

– Sequence batch jobs

– Manage lights out automation



Online Academy

• Getting started guides

• For admins and end users

• Best practice guide

• Functional Videos and Tutorials

• Overview videos

• Deep Dive walk through tutorials



• On-the-fly iterative planning using sandboxes

– Auto calculation, auto-save on change

– Available on Cloud and On-premise

• Interactivity with large data sets– Rapid loading of large forms, quick cell to

cell navigation, scrolling in all grids

• Valid Combination

– Interact only with the right combination of data values• Show only Products relevant for a LOB

• User-defined calculations using familiar Excel syntax

– Formulas can reference dimension members and be persisted in Planning

26Oracle Confidential – Internal/Restricted/Highly Restricted

Enterprise Planning: What’s Coming….R11.1.2.4 Highlights


Performance Improvements

• Very fast load of data

– Forms with 100k cells load under 5 seconds

• Instantaneous

– Cell to Cell Navigation

– Scrolling data

– Total roll-up and member formula calculation

Oracle Confidential – Internal 27


Performance Improvements

• 11.1.2.3.500 show about 100% improvement over it’s predecessor

• 11.1.2.2.500 show about 40% improvement over it’s predecessor

• Improved interactivity for

– Cell to Cell Navigation

– Scrolling

Oracle Confidential – Internal 28


R11.1.2.4Demo


Safe Harbor Statement

The preceding 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.



“Must-Attend” Planning SessionsTime Session Name Location

Tue 30 | 12:00 pm CON8527– Tips and Tricks: Oracle Hyperion Enterprise Financial Planning Suite Moscone West - 3008

Tue 30 | 5:00 pm CON8556 – Introduction and Update: Oracle Planning and Budgeting Cloud Service Moscone West 3014

Wed 01 | 11.30 am CON8552 – Customer Success: Oracle Planning and Budgeting Cloud Service Moscone West - 3008

Wed Oct 1 | 12:45pm CON8532 – Product Development Panel Q&A: Oracle Hyperion EPM Applications Moscone West 3008

Thu Oct 2 | 10:00am HOL11440– Oracle Planning and Budgeting Cloud Service Hands-on Lab Moscone West 3014


what’s new and what’s coming: oracle hyperion enterprise financial planning suite

Technology

oracle andor

enterprise planning

mobile supports

project financial planning

sole discretion of oracle

mobile selfservice

highlights hyperion

finance financial models