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Introduction to Oracle Hyperion Planning. Robert Cybulski, CPA Finit Solutions. Ed DeLise Finit Solutions. Agenda. Introduction Planning Challenges Hyperion Planning Data Integration Overview Suite of Oracle Planning Products.

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introduction to oracle hyperion planning

Introduction to Oracle Hyperion Planning

Robert Cybulski, CPAFinit Solutions

Ed DeLiseFinit Solutions

agenda
Agenda
  • Introduction
  • Planning Challenges
  • Hyperion Planning
  • Data Integration Overview
  • Suite of Oracle Planning Products
slide3
Oracle Certified Advantage Partner – former Hyperion Preferred Partner
  • Customer Advisory Boards - Hyperion Enterprise and Hyperion FDM
  • Unmatched Enterprise Performance Management (EPM) expertise:
    • Focus on Oracle / Hyperion
    • Deep Accounting and Finance Focus
    • Applications, Reporting, and Analytics
  • Award Winning Growth - Recognized in the 2007 Inc 500 as the 42nd fastest growing IT services company (Ranked in top 600 in 2008):
  • Clients receive superior service:
    • EVERY client is a reference! Over 95 clients and counting.
  • Client base ranges from Fortune 100 to mid market.
slide4

Sample Clients –

All Clients are References

how does one build the budget
How does One Build the Budget?
  • Management reviews the budget and…
  • Finance creates the forms

Gartner

“Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live”

  • Finance aggregates the budget
  • Managers input their data by accounting period
slide6
“High processing time due to lack of strategic guidance and missing link between financial and operational plans” (limited flexibility – ability to react)

“Low plan accuracy (variance accuracy) due to inaccurate data”

“Limited level of detail for the budget”

“High number of Excel sheets that need maintenance” (versions / locations)

“Need to expand to: rolling forecasts, operational planning,

investment planning, bulk updates, pre-built depreciation calculations, version control”

Challenges that Planners Face include:

shortens planning cycles improves business predictability leverages intellectual capital
Shortens Planning CyclesImproves Business PredictabilityLeverages Intellectual Capital
slide10

Analysis and Reporting

Goal Setting

Business goals

Metrics and Scorecards

Financial Modeling

Long Range Targets

Integrated Business Plan

Financial Planning & Budgeting

Annual Targets

Aligned Plans

Strategic Operational Planning

Operational Policies

Baseline Plans

Functional Operational Planning

Execution Plan

Execution Status

Functional Execution

Application Foundation

10

slide11
Hyperion

Planning

how hyperion planning improves planning
How Hyperion Planning Improves Planning
  • Hyperion Planning is one, integrated Planning Platform that can address different planning requirements:
    • Revenue planning
    • Full Income Statement planning
    • Balance Sheet / Cash Flow planning
    • Rolling forecasting
    • Capital planning
    • And others.
  • Hyperion Planning is built on the Hyperion Essbase engine. This allows for very powerful analysis and capabilities.
integration with oracle hyperion workspace
Integration with Oracle Hyperion Workspace
  • Workspace is the common portal for all Oracle Hyperion Applications.
  • BI+ repository contains different reporting objects (Financial reports, Dashboards, etc.)
end user task lists
End user task lists
  • Task lists detail current status and steps needed to complete the different processes.
web forms
Web Forms
  • Web forms provide a consistent, web-based data entry input.
  • Web forms can be opened in Smart View in Excel.
  • Calculations can be launched from forms.
web forms cont
Web Forms Cont.
  • Data can be adjusted (increase / decrease by amount, percent) and spread.
  • Check totals to targets can provide feedback.
web forms through smart view
Web Forms through Smart View
  • Users can input, adjust, edit and submit their financial data via Smart View in Microsoft Excel.
  • Form can be taken ‘offline’ and input.
supporting detail
Supporting Detail
  • Supporting detail can provide textual information behind assumptions, changes or data elements.
web analysis
Web Analysis
  • Web Analysis dashboards for ad-hoc, dashboard analysis.
financial reporting
Financial Reporting
  • Financial Reporting for highly formatted presentation style reports.
oracle hyperion workforce planning1
Oracle Hyperion Workforce Planning

Special-purpose planning module

Focused upon headcount, salary, and compensation planning

Pre-built functionality (metadata, calculations) and best practices incorporated in the application

Simplifies the planning of workforce and workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases.

Seamlessly links workforce expense plans into Oracle Hyperion Planning, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans.

oracle hyperion capital asset planning1
Oracle Hyperion Capital Asset Planning

Specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance

Includes pre-built functionality and best practices that easily plan for all your capital expenses.

Directly linked to Oracle Hyperion Planning, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements.

slide27

Data Integration Options

  • Movement
    • Data access, integration and transformation

DIM

ODI

  • Reference – Enterprise Wide
    • Master data manipulation, validation and synchronization

DRM

  • Reference – Hyperion Suite
    • Master data synchronization

EPMA

  • Quality
    • Critical information collection, mapping, verifying and auditing

FDM

slide29

Analysis and Reporting

Goal Setting

Business goals

Metrics and Scorecards

Financial Modeling

Long Range Targets

Integrated Business Plan

Financial Planning & Budgeting

Annual Targets

Aligned Plans

Strategic Operational Planning

Operational Policies

Baseline Plans

Functional Operational Planning

Execution Plan

Execution Status

Functional Execution

Application Foundation

29

oracle hyperion strategic finance1
Oracle Hyperion Strategic Finance

Financial modeling application that lets executives identify and understand the full financial impact of alternative corporate strategies (Acquisitions / Divestitures, Strategic Plan).

Pre-packaged modeling and forecasting to allow finance experts to spend their time:

Testing alternative strategies

Building contingency plans

Understanding the impact of those strategies and plans on long-term performance.

oracle integrated operational planning
Oracle Integrated Operational Planning
  • Enables the alignment of key operational planning processes with financial planning
  • Addresses a range of high-value planning processes, such as:
    • Demand-supply alignment
    • Product allocation
    • Integrated revenue planning
    • which are supported typically with spreadsheet tools today.
  • Based upon a change-based data modeling engine that allows rich cross-functional modeling and interactive business impact analysis at an enterprise scale.
  • Complements existing financial and supply chain planning systems by linking these functional plans into an integrated business planning framework.
oracle crystal ball
Oracle Crystal Ball
  • Predictive analytics application
  • Delivers simulation and modeling capabilities for analyzing and understanding the key assumptions that have the biggest impact.
  • By effectively integrating this application into the strategic planning process, users can visualize the entire range of possible outcomes, plan for the unexpected, and maximize success in making decisions.
how to reach us
How to Reach Us

Ed DeLise

678-296-3611

edelise@finitsolutions.com

Rob Cybulski

215-880-2025

rcybulski@finitsolutions.com

www.finitsolutions.com