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Hyperion EPM Applications Strategy and Roadmap

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  1. Hyperion EPM ApplicationsStrategy and Roadmap John O’Rourke – VP, Product Marketing July 2013

  2. 2013 Enterprise Technology Priorities – Analytics #1

  3. Topics • Oracle’s EPM Vision • What’s New in Oracle’s EPM Applications • Product Strategy and Roadmap • Summary & Questions

  4. Fundamentals Haven’t Changed… EPM enables management to: • Linkstrategies to plans and execution, • Monitor financial and operational results against goals, and applying analytics to… • Driveenterprise-wide performance improvement

  5. Business Climate Has Changed • Slower economic growth, faster business cycles • More predictive signals than ever before • Millennials have higher expectations; less patience • Shareholders want more qualitative disclosures • Business users becoming more demanding - near real-time reporting required • Technology changing: Cloud, Social, Mobile

  6. Potential Needs to be Unlocked • Under-performing Products • Under-served Customers • Under-utilized Staff, Assets • Excess Cash • New Markets, Products, Services • Inefficient Business Processes • IT Complexity

  7. What’s Needed to Unlock Potential? GOALS For CIOs… For CFOs… • Agile Processes • Centralized Controls • Built for Change • Improved Accountability • Engineered for Performance • Centralized and Secure • Leverage IT Investments • On-Premise and Cloud Performance Management Platform RESULTS

  8. Strategies to Unlock Business Potential GOALS ALIGNED OBJECTIVES ACCURATE FORECASTS Performance Management Platform ACCOUNTABLE ENTERPRISE CONFIDENT CLOSE RESULTS

  9. Oracle Hyperion EPM Applications Plan for Growth, Report with Confidence, Accelerate Business Value User Workspace, Reporting • Broadest and Deepest EPM Application Coverage • Most Integrated EPM Suite • Data, Meta Data and Process integration with Oracle, SAP ERPs • Best in Class BI Integration • Centralized Enterprise Dimension Management for EPM, ERP, BI Strategy Management Planning and Forecasting Profitability Management Financial Close and Reporting Enterprise Performance Management Platform

  10. Oracle Business Analytics BI / EPM Apps StrategyManagement Planning &Forecasting CRM Analytics Industry Analytics ERP Analytics Improve Business Outcomes While Simplifying IT Financial Close & Reporting Profitability Management BI/EPM Platform Interactive Dashboards Query & Analysis Scorecards Reports & Publishing Office Search Detect & Alert Embedded Mobile BI Server Essbase Dimension Management Predictive Analytics Unstructured & Semi-Structured Common Enterprise Information Model OLAP Sources Packaged Applications (Oracle, SAP, Others) Data Warehouses Data Marts Business Processes OLTP & ODS Systems Exadata Excel XML/Office

  11. Topics • Oracle’s EPM Vision • What’s New in Oracle’s EPM Applications • Product Strategy and Roadmap • Summary & Questions

  12. Oracle Hyperion Enterprise Planning Solutions Predictive Modeling and Simulation Long Term Financial Planning Profitability and Cost Management Specialized Modules Workforce Planning Capital Asset Planning Project Financial Planning Plan for Profitable Growth Planning, Budgeting and Forecasting Middleware Database Systems and Hardware

  13. 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 • Integrated Human & Capital Resource Management • Covers Contract, Capital, Indirect projects • Applicable Across Industries • Aerospace & Defense, Utilities, Oil & Gas, Construction, Natural Resources, Manufacturing, Retail • IT/HR projects in any industry

  14. Integrated Predictive Planning Capabilities Leverage Statistical Forecasting for Improved Accuracy • Functional Summary • Statistical prediction scenarios built into Hyperion Planning • Uses Oracle Crystal Ball Predictor to analyze historical data and project trends and patterns into the future • Benefits • Enable business users to leverage statistical forecasting techniques • Improve accuracy of forecasts and plans • Automatically forecast best and worst case scenarios in addition to base case

  15. Planning at the Speed of Business Leveraging Oracle Exalytics • Highly accelerated planning cycles • Re compute cubes in Minutes vs. Days • More users, more granular scenarios, more powerful what-if modeling • Planning across the enterprise • 80X Faster Reads, 20X Faster Writes, and 5X more Concurrency • Deeper structures, more dimensions, and complex allocations • Lower TCO through application consolidation • Fully certified to work with Oracle Hyperion Planning Oracle Essbase Lock Manager In-Memory Cache Smart Storage Manager

  16. Oracle Hyperion Strategic Finance and Smart ViewAlign Strategic and Financial Planning Functional Summary • Hyperion Smart View for Office user interface for Hyperion Strategic Finance (HSF) • Fully integrated, with all HSF features and standard reports available from Smart View • Smart View functions & tool kits for custom reports Benefits • Integrate and align strategic and financial planning • Consistent user experience across entire planning process

  17. Functional Summary Extend HPCM to address need for detailed profitability Leverage RDBMS while retaining modeling paradigm of current HPCM Benefits Granular analysis of costs and profits: Millions of customers, SKUs, subscribers, products, transactions Scale up with RDBMS Manage cost development and cost application in a single system Detailed Profitability Feature Enables Micro-Costing Oracle Hyperion Profitability & Cost Management

  18. Oracle Hyperion Financial Close Solution Finance Dashboard Governance, Risk and Compliance Report With Confidence Financial Close Management ERP: Oracle, SAP, Legacy, Other Data Assurance Financial Consolidation Tax Provision Disclosure Management Financial & Mgmt Reporting Middleware Database Systems and Hardware

  19. Oracle Hyperion Financial Management 11.1.2.2Support New Internal and External Reporting Initiatives Configurable Dimensionality • Analyzing an account by 5 or more dimensions is a common need in financial services • Improved dimensional conformity with Oracle Hyperion Planning ADF Based UI – Web 2.0 style New Web Form/Grid Authoring Product Enhancements • POV management, Journal Enhancements • Process Control/Ownership Mgmt • Administration improvements • Load/Extract Behavior Change

  20. Oracle Hyperion Financial Close Management Streamline the End-to-End Close Process • Full visibility into enterprise-wide close process • Close calendar and unified task list • Dashboards for trending analysis and process improvement • Improved accountability for predictable close • Workflow integration across systems & manual processes • Account Reconciliation Manager • Designed to manage global reconciliation processes: Balance Sheet, Consolidation, Local GAAP

  21. Reconciliations are a major bottleneck in the close process Ensuring completion and enabling audits are key requirements Account Reconciliation Manager Designed to manage global reconciliation processes: Balance Sheet, Consolidation, Local GAAP Streamlined, workflow-driven and auditable processes Delivered as part of Oracle Hyperion Financial Close Management New in EPM 11.1.2.2: Account Reconciliation Manager

  22. Oracle Hyperion Disclosure Management Statutory Reporting Made Simple • Author statutory documents from MS Office • MS Word and Excel for authoring • Direct integration with HFM and Essbase • Support for all required report formats: MS Word, HTML, PDF • Embedded XBRL tagging support • Taxonomy Management • Instance document creation and validation • SEC, HMRC, XBRL Formula Validation Support • XBRL dimensions tagged at EPM data source level • Quick Map: One-click XBRL tag creation

  23. Oracle Financial Management Analytics Improved Insights for Finance Executives • OBIEE-based dashboards for consolidated financial data and close process metrics • First in a family of OBI applications for EPM analytics • Packaged analytics are configurable and extensible • Direct, native access to data in: • Oracle Hyperion Financial Management • Oracle Hyperion Financial Close Management • Enables mobile delivery of EPM data finance executives and business users

  24. New: Tax Provision Module Integrates Finance and Tax Reporting • Purpose-Built / Out-of-Box: a Tax Provision solution that is built on the Hyperion Financial Close Suite. • Data Collection, Tax Provision Calculation, Consolidation & Tax Reporting • Global: Federal, State/Provincial & International • Addressing IFRS (IAS12) & US GAAP (ASC740) • Leverages your existing investment in Hyperion Financial Management • Integrates with Tax Compliance - Enhances & integrates with tax compliance software • Rapid Implementation & Ease of use: the technology & expertise is already in the Finance organization

  25. Oracle Hyperion EPM Platform User Workspace, Reporting Strategy Management Planning and Forecasting Accelerate Business Value Profitability Management Financial Close and Reporting Enterprise Performance Management Platform

  26. Data Integration and Assurance – JDE Added Oracle Hyperion Financial Data Quality Management Data & Metadata Meta-data Financial Close Web Interface Planning & Forecasting Data Financial Reports Strategy Management Microsoft Office Profitability Management Drill-Through & Write-Back File Excel XML Data WarehouseData Mart Oracle EBS, PeopleSoft, JDE, Fusion, SAP R/3 Other Systems

  27. Oracle Hyperion Data Relationship Management Synchronize across EPM and ERP Systems • “Best of breed” enterprise dimension management solution: • Mature product • Strong user base • Technology agnostic • Automation of dimension alignment: • Reduce manual efforts and errors • Increase data quality • Complete audit trail & “roll back” • Business value: • Process alignment and simplification • Simplify system rollouts & maintenance • Close-cycle simplification

  28. Chart of Accounts Management (1) Manage COA segment values and hierarchies (2) Synchronize COA value sets with one or more EBS instances (3) Synchronize COA value sets with one or more FAH instances Data Relationship Management (4) Support Fusion and E-Business Suite co-existence Fusion Accounting Hub E-Business Suite GL Allocation Engine Financial Reporting & Analysis JournalEntries Balances Financial Reporting Ad Hoc Analyses Analytical Dashboards Balances / Drilldown

  29. Hyperion EPM ApplicationsProduct Roadmap

  30. Oracle Hyperion EPM ApplicationsSetting the Pace in EPM Innovation…. • Planning • Planning on Exalytics • Project Financial Planning • Predictive Planning • PSB Commitment Control • Strategic Finance with Smart View • ADF based UI revamp, Bi-di language support • Financial Consolidation & Close • Configurable Dimensionality • ADF based UI revamp • Financial Management Analytics • QMR for Solvency II • Account Reconciliation Manager • EBS/Fusion Integration • Disclosure Management • SEC validations • Profitability and Cost Management • Micro-costing • Planning • Hyperion Planning enhancements • Enhancements to Planning modules • Planning and Budgeting Cloud Service • Financial Consolidation & Close • HFM enhancements • ARM enhancements, OFMA extensions • Tax Provision solution based on HFM • Disclosure Management • Document Mgmt integration, Collaboration & Review • Data Relationship Management • Data Relationship Governance • HPCM • Performance improvements, Analytics enablement, HPCM on Exalytics • EPM Platform • FDM Enterprise Edition • Cross-version Lifecycle Management • ODL integration for diagnostics Hyperion EPM 11.1.2.2April 2012 Hyperion EPM 11.1.2.3 April 2013

  31. What’s New: Planning • Oracle Planning and Budgeting Cloud Service • What it is: • Software-as-a-Service offering for Planning and Budgeting • Based on the industry-leading Hyperion Planning solution • Leverages the Oracle Cloud enterprise-grade infrastructure • Available stand-alone and with Oracle ERP Financials Cloud Service • Availability: CY2013 H2 General Availability

  32. What’s New: Planning • Project Financial Planning updates • What-if Analysis Capabilities • EVM Analysis • Revenue Modeling for Capital Projects • Integration with HSF • Support for ASO cubes for analytics • Ease of use enhancements • Updates to Workforce and Capital Asset Planning modules, including new members on fly

  33. What’s New: Financial Consolidation & Close • HFM enhancements • Data Form / Grid definition enhancements • Support for Dynamic POV member list • Rules enhancements • Account Reconciliation Manager updates • Summary Reconciliations • Advanced User Assignments • More auto-reconciliation routines, More format options, Data load scheduling • Financial Close • Semi-automated tasks, Additional reporting attributes

  34. What’s New: Disclosure Management • PDF Generation • EDGAR-ready HTML format creation • Generate XBRL and EDGAR documents in-house. • Cross-footing: Use Variables to manage common numbers & text • Audit Report for Tagging Review

  35. What’s New: Data Relationship Management Data Relationship Governance - Support Business Users • Configurable workflows: • Change request / Approval • Data remediation • Configuration only, no coding! • Automate creation of workflow forms based on model • Define model based upon request type, workflow stages, tasks and data access group assignment • Extensive built-in capabilities • Single node and multi-node requests • Validate requests to ensure data quality • Comments & attachments • Notifications & alerts

  36. Substantial performance improvements HPCM available on Exalytics Built-in analytics enablement for profitability insights Smart View Integration Query Manager and Guided Query Creation Wizard Essbase ASO databases generated for each Detailed Profitability model What’s New: Profitability and Cost Management

  37. What’s New: EPM Platform • Financial Data Quality Management: FDM Enterprise Edition • FDM and ERP Integrator combined into a single product • Built on ERP Integrator platform • EPM Infrastructure • Log file analysis tool • Cross-version LCM support: Support for migration from prior releases

  38. Oracle Hyperion EPM ApplicationsInvesting to Extend Oracle’s Lead • Planning • Planning on Exalytics • Project Financial Planning • Predictive Planning • PSB Commitment Control • Strategic Finance with Smart View • ADF based UI revamp, Bi-di language support • Financial Consolidation & Close • Configurable Dimensionality • ADF based UI revamp • Financial Management Analytics • QMR for Solvency II • Account Reconciliation Manager • EBS/Fusion Integration • Disclosure Management • SEC validations • Profitability and Cost Management • Micro-costing • Planning • Hyperion Planning enhancements • Enhancements to Planning modules • Planning and Budgeting Cloud Service • Financial Consolidation & Close • HFM enhancements • ARM enhancements, OFMA extensions • Tax Provision solution based on HFM • Disclosure Management • Document Mgmt integration, Collaboration & Review • Data Relationship Management • Data Relationship Governance • HPCM • Performance improvements, Analytics enablement, HPCM on Exalytics • EPM Platform • FDM Enterprise Edition • Cross-version Lifecycle Management • ODL integration for diagnostics • Analytics-driven Performance Mgmt. • Continued optimization of EPM applications on Exalytics • Richer mobile and social experience for EPM applications • Leverage Endeca technology in EPM applications • EPM Cloud Services • Broader footprint of EPM cloud services • Extreme simplicity of configuration • Time-to-value through packaged content and built-in best practices • Unified application model for deeper integration and easy extensibility • Continued Functional Innovation • Functional enhancements across the entire EPM application portfolio Hyperion EPM 11.1.2.2April 2012 Hyperion EPM 11.1.2.3 April 2013 Future DirectionsPost 12 month planning cycle

  39. 1 EPM Applications in the Cloud Future Directions • Broader footprint of EPM cloud services • Extreme simplicity of configuration • Time-to-value through packaged content and built-in best practices • Unified application model for deeper integration and easy extensibility

  40. 2 Continued Functional Innovation Across the Entire EPM Applications Portfolio Strategy Management Planning and Forecasting • Functional enhancements • New application modules • Packaged application content Financial Close and Reporting Profitability Management Oracle BI Foundation

  41. 3 Analytics Driven Performance Management • Leverage the power of Exalytics In-memory Machine for EPM applications • Mobile delivery of EPM analytics and functional capabilities • Leverage Endeca Information Discovery for EPM innovation

  42. EPM Mobile Strategy • Fully functional browser experience, optimized for mobile, for all end-user functionality, in a subset of applications e.g. Hyperion Planning • Purpose-built ADF mobile apps, addressing a prioritized subset of user flowse.g. Approval workflows for Planning, Financial Close • BI Apps for EPM (e.g. OFMA, OFPA) using current and future OBI Mobile product • Hyperion Financial Reporting mobile browser support – Fusion and EPM

  43. Oracle Endeca for EPM Leverage Unstructured Data for Planning and Reporting • Oracle Endeca Information Discovery has game-changing potential for EPM Innovation • Extend EPM value by leveraging new structured and unstructured data sources in context • EPM Use Case: Closed-Loop Business Planning • Identify significant plan/forecast variances • Analyze root causes across structured & unstructured data sources • Identify new drivers to incorporate into planning process • EPM Use Case: Disclosure Content Discovery • Research relevant data sources to streamline information discovery and author financial disclosures content

  44. In Summary…. Enterprise Performance Management Top priority for Finance and IT Key strategic priority for Oracle Investing to Extend Oracle’s Lead….

  45. Key Business Analytics Sessions Places to Learn More • CON1533 – Oracle Hyperion Applications Strategy and Roadmap, 12:00 – 13:00 Wednesday, July 24th • CON1540 – Introduction to Oracle Hyperion Enterprise Planning Apps. 15:15 – 16:15, Wednesday, July 24th • CON1541 – Introduction to Oracle Hyperion Financial Close Apps. 9:00 – 10:00, Thursday, July 25th • DEMOGrounds – 3 Demo Pods

  46. Additional Resources Oracle CFO Central: www.oracle.com/CFO Oracle Business Analytics: www.oracle.com/businessanalytics http://twitter.com/OracleAnalytics www.facebook.com/OracleBusinessAnalytics

  47. EPM Documentation More Than Just Documentation Documentation Library & Mobile Content Cumulative Feature Overview Tool Information Portal White Papers User Productivity Kit (UPK) & Oracle University Training Defects Fixed Finder Tool Click on images for more information

  48. 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.