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The document introduces Oracle Hyperion Planning and its suite of Oracle planning products, highlighting how it improves the planning process by shortening cycles, improving predictability, and leveraging intellectual capital. It provides an overview of Hyperion Planning and its modules for financial, workforce, capital asset, and operational planning, as well as its integration capabilities. Contact information is given for Finit Solutions, an Oracle partner that can provide expertise on Oracle/Hyperion products.
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- 1. 08/04/15 1 Introduction to Oracle Hyperion Planning Robert Cybulski, CPA Finit Solutions Ed DeLise Finit Solutions
- 2. 08/04/15 2 Agenda • Introduction • Planning Challenges • Hyperion Planning • Data Integration Overview • Suite of Oracle Planning Products
- 3. 08/04/15 3 • 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.
- 4. Sample Clients – All Clients are References
- 5. How does One Build the Budget? • Management reviews the budget and… • Finance creates the forms • Managers input their data by accounting period • Finance aggregates the budget “Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live” Gartner
- 6. “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:
- 7. Shortens Planning Cycles Improves Business Predictability Leverages Intellectual Capital
- 8. 08/04/15 8 Enterprise Performance Management System
- 9. 08/04/15 9 Financial Performance Management Applications
- 10. 10 Application Foundation Analysis and Reporting Goal Setting Financial Modeling Financial Planning & Budgeting Strategic Operational Planning Functional Operational Planning Functional Execution Business goals Long Range Targets Annual Targets Operational Policies Execution Plan Execution Status Baseline Plans Aligned Plans Integrated Business Plan Metrics and Scorecards
- 12. 08/04/15 12 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.
- 13. 08/04/15 13 Integration with Oracle Fusion EPM Platform
- 14. 08/04/15 14 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.)
- 15. 08/04/15 15 End user task lists •Task lists detail current status and steps needed to complete the different processes.
- 16. 08/04/15 16 End user task lists cont.
- 17. 08/04/15 17 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.
- 18. 08/04/15 18 Web Forms Cont. •Data can be adjusted (increase / decrease by amount, percent) and spread. •Check totals to targets can provide feedback.
- 19. 08/04/15 19 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.
- 20. 08/04/15 20 Supporting Detail •Supporting detail can provide textual information behind assumptions, changes or data elements.
- 21. 08/04/15 21 Web Analysis •Web Analysis dashboards for ad- hoc, dashboard analysis.
- 22. 08/04/15 22 Financial Reporting •Financial Reporting for highly formatted presentation style reports.
- 24. 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.
- 25. Oracle Hyperion Capital Asset Planning
- 26. 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.
- 27. Movement Data access, integration and transformation Quality Critical information collection, mapping, verifying and auditing Reference – Enterprise Wide Master data manipulation, validation and synchronization Reference – Hyperion Suite Master data synchronization Data Integration Options
- 29. 29 Application Foundation Analysis and Reporting Goal Setting Financial Modeling Financial Planning & Budgeting Strategic Operational Planning Functional Operational Planning Functional Execution Business goals Long Range Targets Annual Targets Operational Policies Execution Plan Execution Status Baseline Plans Aligned Plans Integrated Business Plan Metrics and Scorecards
- 31. 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.
- 33. 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.
- 35. 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.
- 36. How to Reach Us Ed DeLise 678-296-3611 edelise@finitsolutions.com Rob Cybulski 215-880-2025 rcybulski@finitsolutions.com www.finitsolutions.com
Editor's Notes
- #2: This Title Slide uses art targeted for Sales/Business Managers.
- #6: Create forms to collate departmental budgets Budget managers input their budgets by accounting period We create the aggregated budget Management reviews the budget and….. Hyperion can simplify and speed up this process – customer examples, and talking to our reps Gartner: Extend Budgeting and Planning Projects Beyond Finance to Maximize Benefits (2006)
- #8: Hyperion System 9 Planning Overview Key Points: Hyperion System 9 Planning is the heart of Hyperion’s Enterprise Planning solution and where companies optimize the use of corporate resources to attain strategic goals. It is a centralized, Web-based planning, budgeting and forecasting solution that drives collaborative, integrated, event-based planning processes throughout the enterprise This module was designed to address a wide range of financial and operational planning requirements Key Features include: Powerful workflow and process management – create/distribute/aggregate plans and forecasts, support for audit trails, task lists, hierarchical and matrixed organizations, approvals, and email notification and alerts. Flexible modeling – supports event based planning, top-down and bottoms-up planning, and cascading plans; conduct “what-if” analysis. Powerful reporting and analysis – sophisticated analytics powered by Hyperion System 9 Essbase Analytics, production quality reports (on demand, batch, scheduled) with drill down capabilities. Robust data integration – open, bi-directional, seamless, and real-time/batch integration to any data source. Business Rules – utilizes graphical interface that automatically documents and validates rules, includes re-useable components, and pre-defined formulas. Scalable Web infrastructure – easy to deploy, zero footprint, and high scalability and performance (2400 users within 5 secs). Hyperion System 9 Planning is designed to shorten planning cycles, improve the accuracy of plans and forecasts and enhance business predictability.