1.
Oracle EPM Roadmap and Vision
Options and Decision-Points
January 31, 2018
Cathy Lawton | Joe Mizerk

2.
About The Presenters
• Joe Mizerk
• (jmizerk@finit.com)
• 7 ½ years at Finit
• 23+ years working in
Hyperion world
• Client, UpStream, Hyperion,
Oracle
• Former Hyperion
Administrator
• Covering Southeast and
Texas
• Cathy Lawton
• (clawton@finit.com)
• 2 ½ years at Finit
• 20 years working in
Hyperion and Consulting
sales
• Covering Northeast and
Mid-Atlantic

3.
Finit Overview
• Founded in 2002
• 90+ employees in 20+ states
• Mostly CPAs, MBAs
• Gold Level Oracle Partner
• 300+ Clients – all CPM / EPM
Focused
• 1,000+ CPM / EPM projects
• 150+ HFM projects
• Managed largest roll-out of HFM in
North America
• 175+ FDM projects
• World Leader in FDM implementations and
custom solutions
• 100+ Planning / Essbase projects
• 30+ OneStream Clients (Market Leader)
• #1 Implementer of OneStream
• Platinum Partner

4.
Empowering the CFO Organization
Financial Close & Consolidation
• Solutions: External Reporting, Cash Flow, M&A / Divestitures, Financial Controls
Financial Planning
• Solutions: Budget & Forecasting, Strategic Planning, Driver-Based Planning
Profitability and Management Reporting
• Solutions: P&L Profitability, Management Reporting, Allocations & KPI’s
Integration and Infrastructure
• Solutions: Performance Optimization, Data Quality & Automation
We craft and deliver process & technology solutions that empower the CFO organization

5.
Finit Solutions Introduction
Fully aligned with
our clients, not just
bottom line $
No debt or external
ownership
Work with Finit
employees, no
subcontractors
Compensation
based on CLIENT
SATISFACTION
PRIVATELY OWNED
CLIENT
SATISFACTION
NO
SUBCONTRACTORS
DEBT FREE

6.
Finit Customer Success
Our values, culture, and approach to
becoming a trusted advisor to our
customers has led to
100% customer success
for every Finit client (300+) and for every
Finit project (1,000+)

7.
Some Finit Customers

8.
Questions

9.
Upcoming Cloud Webinars
• Friday, February 9— Breaking Through the Cloud:
Oracle EPM Cloud Overview
• Presented by Geordan Drummond
• Friday, March 9 – Breaking Through the Cloud:
Closing in on Full Parity with Oracle FCCS
• Presented by Geordan Drummond
• Friday, March 23 – Breaking Through the Cloud:
Intro to Planning in the Cloud
• Presented by Chuck Usher

10.
Finit Safe Harbor
The following is intended to outline Finit’s
understanding of its Software Partners
Support and Direction as of January, 2018.
This information may change. It is for
information purposes only and in no way is a
direct communication from Oracle. All
discussion points should be confirmed
directly with the Software provider before
any decisions are made.

11.
EPM Direction – ‘The Cloud’

12.
A Whole Lot of Clouds

13.
Oracle EPM Cloud Current State
• It is a Software As A Service (SaaS) model licensed via subscription for traditional
applications like Financial Consolidation, Financial Planning, etc:
• Organizations pay per application per user.
• Each subscription is a separate URL / published application.
• It is Platform as a Service (PaaS) model with Essbase through Oracle Analytics Cloud
• It is a public cloud model:
• Organizations share the same hardware and resources with others
• Oracle offers a hosted option (Oracle Managed Cloud) which runs on-prem software hosted by Oracle.
• The public cloud model was designed for cost savings:
• The SaaS model is designed to reduce the need for infrastructure and managed services.
• Organizations have very limited / no ability to modify infrastructure for performance (i.e. add CPU’s, tune
servers, etc.).
• The Fortune 500 has adopted Oracle EPM Cloud Partially
• Fortune 500 clients have adopted Oracle EPM cloud for specific functions
• We are not aware of a Fortune 500 client that has moved all EPM and reporting functions (external,
management, FP&A) to Oracle EPM Cloud.

14.
Oracle Cloud EPM Product State
Product Available On-Prem Available in Cloud
Financial Management HFM FCCS *
Financial Planning Planning PBCS / EPBCS
Account Reconciliations FCM Suite (ARM, SDM, CM) ARCS
Data Integration FDMEE, ODI Data Management Cloud
Profitability and Cost
Management
HPCM PCMCS
Tax Provisioning HTP TRCS *
Essbase Essbase Oracle Analytics Cloud
Data Relationship Management DRM EDMCS (Jan 2018)
Data Governance DRG EDMCS (Jan 2018)
Strategic Finance HSF EPBCS
Narrative Reporting EPRCS *
State as of January, 2018* Brand new developed product for cloud

15.
Oracle EPM On-Prem/Cloud Product Equivalents
HFM
FCCS
EPRCS
FCM Suite
CM SDM ARM
FDMEE
Disc Mgmt
DRM
HP HSF
OBIEE
ARCS
Data
Mgmt
Data
Mgmt
TRCS
Fin
Rptg
Fin
Rptg
Mgmt
Rptg
Disc
Mgmt
PBCS /
EPBCS
OAC
EDMCS
Data
Mgmt
PCMCS
Fin
Rptg
Close
Mgmt
Supp
DataData
Mgmt
Close
Mgmt
Supp
Data
BICS
HTP
Essbase
HPCM

16.
Client Hybrid Deployment
HFM (External, Tax
and some
Management
Reporting)
Planning (Global
Management
Reporting)
11.1.2.4 On-Prem*
*Hosted by Oracle Managed Cloud
PBCS (Budget & Fcst
Collection & some
Management
Reporting)
Public Cloud

17.
EPM On-Prem / Cloud Roadmap Details
Is Hyperion Dead?

18.
Oracle On-Prem Product Roadmap
• HFM / FCCS
• 11.1.2.4 introduced significant performance improvement on consolidations (50%
decrease in consolidation times on average)
• Version 11.2 is expected in Q1 / Q2 of 2019
• Each PSU and major release will likely have minor functionality (1 – 3 minor
functionality features each)
• HFM likely may only lightly change over the next 13 years until 2030
• FCCS to receive ‘full parity’ for large customers in Q1 2018
• HFM to FCCS conversion utility to streamline process is on roadmap, but can be
migrated manually today
• FDMEE
• FDMEE has reached ‘full parity’ with FDM in Finit’s viewpoint with 11.1.2.4.
• 11.2 expected to be a minor update

19.
HFM vs FCCS
• Relational database
• On premise Application
• Pre-built and customer
defined dimensions
• Calculations use
VBScript and are all
custom development
• No size restrictions
• Unlimited Environments
• Close/Supplemental
data collection requires
separate licensing
HFM
• Essbase + relational (PBCS platform)
• Software as a service
• Pre-built and customer defined dimensions
(including ones commonly built)
• Pre-built logic (Consolidation, CTA,
Rollforwards, Translation, Overrides, etc.) but
can create custom calculations as well
• Some size restrictions
• Two environments, single app per environment
• Close/Supplemental data collection included in
product
FCCS

20.
Release Guidance
• Planning / PBCS / EPBCS
• Major development still is primarily being done in PBCS / EPBCS
• Strategic Finance functionality recently added to EPBCS
• Release 11.2 is expected to move some current Cloud only features to on-prem
• Similar to HFM, minor updates are expected for on-prem Planning going forward (1 – 3
features per PSU).
• Open question remains on timing of Oracle moving PBCS / EPBCS features to On-prem
Planning.
• Essbase
• Essbase included in Oracle Analytics Cloud (OAC) released in 2017
• Can purchase per OCPU Hour - Standard, Data Lake, or Enterprise. Also Non-Metered
per OCPU
• By OCPU hour can add/adjust resources for more CPU –Additional Fees as needed
• TBD on development focus for on-prem now that Cloud is released

21.
Release Guidance
• DRM / DRG
• DRM 11.2 will likely have medium level changes. Top candidates for
inclusion:
• Security and Privacy improvements
• Scheduled Data Exchange (Import / Export Profiles)
• Cloud enablement for Hybrid cloud deployments / FCCS integration
• Packaged integrations – DRM with FCCS, ARCS, EPBCS, Financials Cloud
• DRG Enhancements (Visualization, mass approvals, auto-request)
• DRM continues to be ‘version agnostic’ if not using EPMA. As a result, it
can continue to be in a different version.
• DRM Cloud (EDMCS) released 1/25/18. Message is ‘For New Customers’ -
major redesign to DRM.
• Pricing by Records – $1.5k/month per 1k records with 5k min ($90k
annually for 5k records)

22.
EPM Support Status

23.
EPM Support and Version update
• Version 11.1.2.3 Error Correction is through Mar-18
• Current release available is EPM 11.1.2.4
• Oracle has .4 Premier Support through 12/2020
• Extended Support through 12/2021
• Extended support is existing support plus an additional fee
• Oracle is saying Version 11.2 to be released Q1 2019
• Premier Support reported through 12/2030
• PSU approach for all new releases
• Will be based on FMW-Fusion Middle Ware version 12.2
• Oracle has stated development is focused on Cloud
• No guarantee new cloud features will be available on premise

24.
Oracle Support Documentation
• Per Oracle Lifetime Support Policy:
• 11.1.2.x on Premier Support through 12/20. But….
• http://www.oracle.com/us/support/library/lifetime-
support-applications-069216.pdf

25.
Oracle Documentation
• Oracle Lifetime Support Policy
• https://www.oracle.com/support/lifetime-support/index.html
• Digging Deeper (Software Error Correction Policy):
• https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=3
27624699784242&parent=DOCUMENT&sourceId=1617238.1&id=15906
76.1&_afrWindowMode=0&_adf.ctrl-state=8x8x7wt0d_151#HFM
• Paying for Premier Support means you implicitly agree to install
all PSUs in a timely manner to get error / bug fixes (in the code
and in 3rd party software compatibility). If you run 11.1.2.2 or an
earlier version and a problem arises today when calling support
the first suggestion will be to upgrade to 11.1.2.4.

26.
Oracle Documentation

27.
Oracle On-Prem
Version Release Date Support End Date
11.1.2.3 April 2013 Mar 2018 for Premier Support
11.1.2.4 March 2016 Dec 2020 for Premier / Dec 2021 for Extended
11.2 Q1 2019 2030
• Premier Support = Error Correction + Some New Development +
Oracle Support + 3rd Party Compatibility
• Extended Support = Some Error Correction / Development with
Oracle Support, no 3rd Party Compatibility (Additional Fee)
• Sustaining Support = Oracle Support (No Error Correction,
Development, no 3rd Party Compatibility)

28.
EPM Support & Compatibility

29.
3rd Party Compatibility Matrix
Third Party Components to Note:
• Microsoft: Server 2008 R2 (Jan 2020) / SQL 2008 R2 (July 2019)
• Oracle: 11g R2 (Dec 2020)
Yes

30.
Options

31.
On-Prem Options
Option Steps Considerations
Stay on Premier Support (2
Upgrades—11.1.2.3 and prior
versions)
-Upgrade to 11.1.2.4 before
Mar 2018
-Upgrade to 11.2 before Dec
2020
-Most costly due to 2 upgrades
-Allows time for Stability /
Maturity of 11.2 release
Perform 1 Upgrade
-Patch to latest 11.1.2.3 PSU
-Operate on Sustaining support
Apr 18 onward
-Upgrade to 11.2 in 2019 / 2020
-1 major upgrade and less
overall cost
-Uncertainty of 11.2 Release
date and stability
-Potential 3rd party compatibility
‘Squeeze’
Don’t Upgrade / Move to Next
Generation
-Patch to latest 11.1.2.3 PSU
-Operate on Sustaining support
Apr 18 onward
-Move to Cloud or New Vendor
in 18, 19 or 20
-Uses capital into Next
Generation vs upgrade
-Conversion to Next Generation
may cost more overall than
upgrade.

32.
Version / Upgrade Key Steps
• Fill out and Submit an Oracle Support Exception Request Form if
not on version 11.1.2.4
• Oracle sales rep should be able to help you submit
• If enough exceptions are submitted, Oracle may extend 11.1.2.3 error
correction to Dec 2020.
• Review 3rd party compatibility with IT
• Review Audit guidelines with Oracle system support policies
• Scope out requirements/options/resources/financials with your
services provider
• FDM to FDMEE will impact resources and costs on 11.1.2.4 upgrade

33.
Competitive Landscape
Gartner Magic Quadrant
June 2017
Ability to Execute
Completeness of Vision
Finit works with two
leading CPM vendors:
• Oracle
• OneStream Software
SAP not in the Quadrant

34.
Questions?

35.
Thank you for Attending!
Today’s Presenters:
Cathy Lawton
clawton@finit.com
Joe Mizerk
jmizerk@finit.com
Copy of the slides or Recording:
Email us for a copy of the slides or a link to
the recording
insights@finit.com
Past webinars:
www.finit.com/webinars
Follow us on Twitter for updates:
@Finit_Solutions