3. Oracle EPM Applications Overview
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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4. Oracle EPM Applications Overview
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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5. Oracle EPM Applications Overview
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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6. Oracle EPM Applications Overview
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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7. Oracle EPM Applications Overview
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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8. Oracle EPM Applications Overview
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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9. Oracle EPM Applications Overview
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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10. Oracle EPM Applications Overview
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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11. Oracle EPM Applications Overview
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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12. Oracle EPM Applications Overview
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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13. Oracle EPM Applications Overview
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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14. Oracle EPM Applications Overview
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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15. Oracle EPM Applications Overview
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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16. Oracle EPM Applications Overview
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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17. Oracle EPM Applications Overview
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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18. Oracle EPM Applications Overview
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
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