Plenaria lancio talleyrand aprile 2010

Agenda

9:30 Welcome Coffee
10:00 Oracle EPM System Overview and
What‟s New in Release 11.1.2
11:00 Break
11:30 Hyperion Planning: Financial Close
nuova interfaccia, Management
nuove soluzioni
Hyperion Planning: Disclosure Management
process management,
integrazione con MS
Office
Hyperion Profitabilty Essbase Application Link
and Cost Management for HFM
13:00 Buffet Lunch

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Slide 0

Milano, 27 Aprile 2010

"... My Lord, you can do anything
you like with bayonets, except sit
<Insert Picture Here>
on them... "
Charles-Maurice de Talleyrand-Périgord

Oracle Enterprise Performance Management System
Overview
Stefano Oddone, EPM Sales Consultant Manager

What are we announcing?

Oracle EPM System 11.1.2
• GA since 2010, April 22

• Most significant release since version 11
in July 2008

• Fifth year of R&D and investment for
delivering an EPM system instead of
product working in silos


What does it mean for YOU?


Oracle Leadership in Key Markets

• Enterprise Performance Management
• Business Analytics
• Database
• Database Share on Linux
• Supply Chain Management
• CRM
• Retail
• Communications
• Human Capital Management
• Financial Services
• Public Sector
• Professional Services
83% delle aziende Fortune 500 usa Oracle EPM
il 63% delle aziende FTSE MIB40 ha almeno un
modulo EPM

Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Oracle‟s Commitment
Slide 4

Market analysts opinion on Oracle
strategy
Oracle has established Hyperion as the
centerpiece of Oracle's future CPM strategy and
has continued to deliver on its road map promises
(delivering Oracle Enterprise Performance
Management [EPM] Fusion Edition 11.1.1 in 2008)
Gartner Research Note G00163218, Magic Quadrant for CPM Suites, 19
December 2008

SAP and Oracle had more overlaps to resolve. Each
had to decide which products to lead with and which
to put on life support. Oracle’s clear choice was to
lead with the Hyperion BPS products, while SAP
chose a mix of assets between its portfolio (e.g.,
OutlookSoft and Pilot Software) and those of
Business Objects (e.g., ALG Software and Cartesis)
Paul D. Hamerman, Business Performance Solutions: Clash Of The Titans,
Forrester, 20 January 2009

Slide 5

Continuous Investment
• New application modules:
• Public Sector Planning & Budgeting
• Financial Close Management
• Disclosure Management
• Essbase Application Link for HFM
• Massive enhancements to Oracle Hyperion Planning
• Significant enhancements to Oracle Essbase, Oracle
Hyperion Data Relationship Management, Oracle
Hyperion Profitability and Cost Management, other
modules
• Significant enhancements to System Management
• Available in 15 languages

Slide 6

Financial Close Best Practices
Critical Components to Implement
CFO Dashboard

Governance, Risk & Compliance

Financial Close Management

ERP:
Data Financial Financial and Disclosure
Oracle, SAP, Management
Assurance Consolidation Reporting Management
Legacy, Other

Transactions Reporting

External
General Data Internal Mgmt
Sub Ledger Close Consolidation Financial
Ledger Close Assurance Reporting
Reporting

Control 8
Slide

Streamline the Extended Close Process
with Oracle Hyperion Financial Close Management
New !

• Enterprise-wide Close Process
Monitoring
• Close calendar and unified task list
• Dashboards for trending analysis and
process improvement
• Improved accountability for predictable
close
• Workflow integration across systems &
manual processes
• MS Outlook integration

• Includes proven Oracle FMW
technologies (i.e. BPEL, WebLogic)

Control 9
Slide

Ensure High Quality Report Submission
with Oracle Hyperion Disclosure Management

• Author statutory documents from
SmartView for Office
• MS Word and Excel for authoring
• Direct integration with HFM,
Planning and Essbase
• Support for all required report
formats: MS Word, HTML, PDF
• Embedded XBRL tagging
support
• Taxonomy Management
• Instance document creation and
validation

Control10
Slide

Extend Financial Reporting capabilities !
New

with Oracle Essbase Analytics Link for HFM
• Real-Time or On Demand integration with Hyperion Financial Mgmt
• Delivers Essbase analytics on live HFM data
• Extend the data model , add dimensions
• Integrate additional data sources
• Fulfill analytic needs while offloading consolidation servers
• More users, more reports, bigger queries
• Fast reporting performance
• Simple and automated implementation

Oracle
HFM Essbase
Application Analytics
Link Oracle
Essbase

Copyright © 2009, Oracle and/or its affiliates. All rights Oracle Confidential
reserved.
Control11
Slide

The Convergence of EPM and GRC

Governance
Goals

Risk
Management
Strategies

Compliance
Plans And
And Control
Execution

Better Results Together!
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control
13

Run your business better and prove it
with Oracle Governance, Risk & Compliance

GRC Intelligence 360º Visibility
• Single source of GRC Information
Dashboards Reporting KRI & Alerts
• Pre-built dashboards
• Respond to KRI and issues

GRC Manager Centralized GRC Oversight
• Common Repository for GRC
Obligations & Policies & Risks & Issues &
Objectives Processes Controls Incidents • Audit and Assessment of Controls
• Integrated remediation management
GRC Controls Embedded Controls
SOD & Application Transaction • Detective, Preventive, Contextual
Access Configuration Monitoring • Automated controls testing
• Pre-built controls library

Custom or Legacy Applications

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control14
Slide

Improve Financial Governance & Control
Integration with EPM System

Oracle GRC Manager

Oracle/PSFT
Financials

HFM
Application
Oracle/PSFT
Financials

Oracle GRC Controls

Financial Audit Scoping Tool Blueprint
Integrate HFM account balance data into GRC Manager
Assess materiality of internal control issues and prioritize remediation
Segregation of Duties for Hyperion Blueprint
Single point of maintenance for users, groups, roles etc across ERP and HFM
Avoid potential violations in segregation of duties

Oracle Confidential
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Control
15

Enhanced Application Management
Oracle Hyperion EPM Architect and Calculation Manager

• Enhanced Essbase Support
• ASO and BSO
• Classic upgrade to EPMA
• “Smart mapping” of Planning
applications to ASO cubes
• HFM Copy Application
• “Procedural” Calculations on ASO
Cubes
• Complex Allocations
• Custom Calculations
• Additional Templates
• Parameter Passing

Control16
Slide

Oracle EPM System connects
Performance Management Processes

Common Reporting & Interaction

Strategic Planning Planning & Forecasting
Data
Synch
Financial Close Profitability Management

Common Integration & Analysis Engine
Consistent Dimensions, Business Rules, Metrics, Data Quality

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 18
Slide 18
Simplicity

Oracle BI 11g Accessing Hyperion Applications
…coming soon on you PC screens!
Ad hoc Interactive Reporting & Proactive MS Office
Analysis Dashboards Publishing Detection & Outlook For Oracle BI Customers
and Alerts
• Seamlessly access financial data stored
and managed in HFM or Planning
• Supported features include: metadata
discovery & import, query generation,
gateway access
Common Enterprise Information Model • HFM and Planning data participate in
BI Server Enterprise Information Model

For HFM and Planning Customers
HFM • Access to dashboards, ad-hoc query,

OLTP & ODS Data Warehouse Files Excel
+ reporting & analysis capabilities
• Leverage BI Server‟s federation
PLANNING
Systems Data Mart XML capabilities to analyze financial &
operational data

Simplicity

End User Experience
Enhancements in Hyperion Planning
Improved usability in web forms
• Ad hoc analysis on the Web, Personalized
Data Forms
• Menus at cell level
• Traffic Lighting, Data driven visual
exceptions
• Validation Rules Builder
Increased flexibility to view / enter
data
• Dimensions Drag & Drop
• Enhanced Composite Forms
• Filtering: Leverage UDA, Attribute, levels,
generation
• Sorting

Slide 20
Simplicity

End User Experience
Enhancements in Hyperion Planning
Full functional parity Web - Excel
• Manage Planning Task Lists in Excel
• Spreading, Mass Allocation
• Tasks and Task List details
• Data Validation
• Composite Data Form
• Contextual Data Cell Menu
Process Management with MS Office
• Promotion and Status Change in Excel
• Planning Tasks and Instructions integrated
in Outlook
• Copy Versions

Slide 21
Simplicity

Accuracy and Accountability
New Process Management in Hyperion Planning
Increased granularity in the Planning
Unit definition
• Add one more dimension to entities
• Support different process management
organization based scenario / version
combination
Pre defined promotional path
• Automatically find the next owner
• New Roles: Reviewers and Notified Users
Data driven promotional path
• Support matrix organization (New!)
• Dynamically add reviewers and update
promotional paths based on data
• Leverage threshold-based submission

Slide 23
Accuracy

Cost Cutting vs Cost Optimization
Different approaches, different accuracy needs

Slide 24
Copyright © 2009, Oracle and / or its affiliates. All rights reserved. Accuracy 24

Oracle Hyperion Profitability & Cost Management
“Next level of insight” for Cost Optimization

Oracle Hyperion P&C Management is:
• A User-Driven Profitability solution
• Pre-built Measures Dimensions
• Support to every Cost Allocation
methodology
• Pre-built model validation functionalities
• Graphic traceability of costs flow
• Essbase based

• An Allocation Engine
• A Reporting & Analysis Engine
• A Scenario Modeling Engine

• What’s new in HPCM 11.1.2
• Standard Basis Drivers
• Sequence Priority Drivers
• Genealogy Reporting Improvements
• Performance Gains

Copyright © 2009, Oracle and / or its affiliates. All rights reserved. Slide 25
Accuracy

Oracle Hyperion Profitability & Cost Management
If you don’t have this insight... You’re missing something!

Full insight for every cost object:
End-user has a full explanation (Input
quantities, allocated quantities, used driver,
driver values, percentage contribution,…)
of every single allocation

Slide 26
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

Enhanced predictive modeling
using Oracle Crystal Ball

• A simple to use but highly effective tool for:
• Simulation
• Forecasting
• Optimisation
• Improved accuracy in your forecasts
• Improved What-If analysis
• No longer simply trial and error
• Better quality decisions
• Provide risk measures to complete scenario
evaluation
• Take decisions based on success probability

Slide 27
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Accuracy

Report on Risk
using Oracle Crystal Ball

Credit Risk Planning
Report and analyze Earnings Per Share Siebel Marketing

more than ”naked” Cash balance
Sales
Essbase
HSF, HFM
numbers More More
Any Oracle
Any Number Technology
Report on key Finance, Energy
metrics plus their Life Sciences
Public Sector
associated risk. Manufacturing
More
Any Industry

Model the scenarios Calculate the probabilities Report on the risk

Slide 28
Accuracy

Example: Simulation with Essbase & CB

Model
input
Crystall Ball provides
stochastic and
statistical features
(e.g. Monte Carlo
Simulation)

Model Submit
output
Recalculate

Essbase contains
data, model logic
and business rules

Slide 29
Accuracy

What are Enterprise Dimensions?
Measures of value

Classify transactional & analytical data
Reflect how the enterprise measures value
Shared across multiple business functions & systems
Usually hierarchical, often inter-connected

FINANCIAL ORGANIZATIONAL ANALYTICAL

Charts of accounts: Organization hierarchies Cross-dimensional mappings
Support multiple accounting Legal entity structures Intercompany mappings
standards (IFRS, US GAAP) Suppliers / vendors / customers „Alternate‟ roll-up structures
Cost centers Location hierarchies: Consolidated external reporting
Store locations Support multiple jurisdictions
Regional management
Business segmentation
Sales channels

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Integration
31

Enterprise Dimension Management
Add value to the enterprise

Align business dimensions across the enterprise to:

1. Reduce risk of reporting mis-statement
2. Increase ease of regulatory compliance
3. Reduce maintenance costs for EPM, BI, DW & ERP
4. Increase effective data sharing across EPM & BI

“Enterprise Dimension Management is also critical to Enterprise Performance
Management (EPM), no one believes the reports and dashboards if the data is a mess.”
Bill Swanton VP, Research AMR Research

Slide 32
32

Dimension Management with Hyperion DRM
Unified source of enterprise wide dimensions

• Simplify:
• Browser based client
• Simplify definition and maintenance
process
• Specific functionalities
• Align:
• Align dimensions across Oracle e non-
Oracle systems (ERP, EPM, BI,
DWH,…)
• Governance:
• Audit, versioning & change control
• Role-based security model
• Risk mitigation:
• Automatic validation rules

Slide 33
33

From “Scattered” Dimension Maintenance…
Low maturity model, high maintenance costs

Enterprise Applications

GL Sales Consol Reporting Essbase DW

Entity
Entity
GL 1

CC 1

CC 1

CC 2

CC 2

CC 1

CC 3

Time
GL 2
GL 1

GL 1
Prod

Prod

Prod
Org

Org
Scattered Dimension Maintenance
( Multiple, loosely-coordinated parallel processes & workflows )

Slide 34
34

…to “Governed” Dimension Maintenance
High maturity model, reduced maintenance costs

Enterprise Applications

GL Sales Consol Reporting Essbase DW

Entity

Time

Prod
Org
CC

GL

Oracle Hyperion DRM
(Enterprise dimensions aligned – unified source of „truth‟ – delegated governance)

Slide 35
35

FDM offers unique ERP Integration for EPM
…and even more with ERPI
Data + Metadata

Oracle EBS,
PeopleSoft, SAP R/3

Financial Close

Data Warehouse Planning & Forecasting
Data Mart EPM WorkSpace
FDM +
Financial Reports
ERPI Profitability Management SmartView
Other
Systems
Strategic Planning

File
Excel
XML Drill-back

Slide 36
36

What did we have in 11.1.1.3?
Main FDM / FDM ERPI features

• Import and load data and metadata
from EBS GL and PSFT GL to
HFM and Planning via ERPI
• Drill back for HFM/Planning data
from Workspace, Financial Reports
and Smartview
• Import and load data from any data
base, file, xls, SAP R/3 (4.6c,
ECC6) to any EPM application via
classic FDM
• Drill back from HFM, Planning,
Essbase, HSF, Enterprise via FDM

Slide 37
37

What did we add?
Main FDM / FDM ERPI features in 11.1.2

• EPM to GL Write-back
• Write-back of Planning budgets to EBS
11.5.10 cu2, 12.0.6, 12.1.1 and
PeopleSoft 9.0 G/L
• Financial Close Manager support
• PeopleSoft HR support for Public
Sector Budgeting
• Improved ERP Integrator support for
Classic Essbase loads (ASO & BSO)
and drill-through to ERP
• Localization

Slide 38
38

Oracle EPM System Release 11.1.2
Extends Oracle’s Market Leadership
 Streamline planning and forecasting processes with major
Extend Planning Reach enhancements in core planning application
Across the Enterprise  Enhanced operational planning and industry based solutions

 Orchestrate extended financial close process with new financial
Streamline End-to-End close management module
Financial Close Process  Improve transparency and financial governance through GRC
integration

 Integrate XBRL to improve timeliness and accuracy of statutory
Improve Timeliness and reporting with new disclosure management module
Confidence in Financial  Enable powerful analytics on consolidated financial data with Oracle
Reporting Essbase Analytics Link for HFM

 Integrate management and operational processes with enhanced
ERP integration
Deliver EPM Value Faster,
Reduce TCO  Streamline hierarchy and dimension management with enhanced
data relationship management module


Plenaria lancio talleyrand aprile 2010

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