Hyperion Enterprise Performance Management (EPM) Applications V11 Len Romano, Regional Director-Central

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Hyperion Enterprise Performance Management (EPM)
Applications V11Len Romano, Regional
Director-Central
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TopDown Consulting, Inc.

• At a Glance
• Oracle Certified Advantage Partner
• Over 400 successful customers globally
• Differentiators
• Experts in EPM and BI solutions
• Financial Reporting and Close Cycle
• Planning, Forecasting, and Modeling
• Operational Reporting and Analysis
• Scorecards and Dashboards
• Proven Project Success Methodology
• Infrastructure and Technical Expertise
• TopDown Migration Manager

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What is Enterprise Performance Management

• Set of integrated, closed-loop management and
  analytic processes, supported by technology, that
  address financial as well as operational
  activities
• Enables businesses to define strategic goals, and
  then measure and manage performance
• Core processes linked to organizational strategy
• Financial and Operational Planning
• Consolidation and Reporting
• Modeling Analysis
• Monitoring of KPIs

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What version do I use?

• System 9 ? EPM Fusion Edition v11
• Premier support for v9.3 ends Jan 2012
• Premier support for v11.1 ends Jul 2013

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Oracle Performance Management Applications
Strategic Products
DOMAIN PRODUCTS
Strategic Planning Hyperion Performance Scorecard Hyperion Strategic Finance Oracle Crystal Ball
Planning Budgeting Hyperion Planning Hyperion Workforce Planning Hyperion Capital Asset Planning Oracle Integrated Operational Planning
Financial Close Management Hyperion Financial Management Hyperion Financial Data Quality Management
Cost and Profitability Management Oracle Hyperion Profitability and Cost Management PeopleSoft Activity Based Management Oracle EBS Profitability Management Oracle OFSA
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Oracle Performance Management Applications
Continued Support
DOMAIN PRODUCTS
Strategic Planning Oracle Balanced Scorecard PeopleSoft Scorecard
Planning Budgeting Oracle Financial Analyzer Oracle Planning Budgeting PeopleSoft Planning Budgeting Hyperion Pillar
Financial Close Management Hyperion Enterprise Oracle Financial Consol. Hub PeopleSoft Global Consolidations
Cost and Profitability Management Oracle EBS Activity Based Management Hyperion Business Modeling
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Oracle EPM Fusion EditionWhats New and Key
Features
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EPM Workspace
EPM Workspace
Web

• Alerts

Office
Mobile
Desktop
Search
Performance Management Applications
BI Applications
BI Applications
Business Intelligence Foundation
Fusion Middleware
OLAP
Data Warehouse Data Mart
Business Process
OLTP ODS Systems
SAP, Oracle, Siebel, PeopleSoft, Custom
Excel XML
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Oracle EPM WorkspaceOne Window, not Two

• Self-service Personalization
• Contextual navigation
• OBIEE and BI Publisher integration
• WebCenter integration
• Spans all solutions in the Oracle EPM System

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Common Foundation Services

• Common User Provisioning
• Common Application Administration
• New Common Calculation Manager
• New - Common Installation and Configuration
• New - Common Lifecycle Management

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New Common Calculation Manager Simplifies
Business Rules Development
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EPM Architect Unifies Application Construction
Lowering TCO
Dimension LibraryCommon, extensible components
Dimension MappingLink Applications
Data SynchronizerProcess Synchronizations
Application LibraryOne Control Center
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Oracle Hyperion Financial ReportingNew
Annotations Threaded Dialogs
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Performance Management Applications
Web

• Alerts

Office
Mobile
Desktop
Search
Performance Management Applications
BI Applications
BI Applications
Financial Reporting Compliance
Strategy Management
Business Planning
Profitability Management
Business Intelligence Foundation
Fusion Middleware
OLAP
Data Warehouse Data Mart
Business Process
OLTP ODS Systems
SAP, Oracle, Siebel, PeopleSoft, Custom
Excel XML
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Hyperion PlanningNew Features

• Enhanced Data Form Usability
• Smart View
• Smart Slices
• Adhoc Analysis
• User Interface Enhancements
• Member Aliases Displayed
• Document Attachments
• Workspace documents
• External document repository
• Drill-through to Oracle EBS Financials via FDM
• Oracle Data Integrator Support

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Hyperion Smart View New Features

• Adhoc Reporting
• Stylized Output
• Formats
• Tables
• Charts
• Formulae
• Data Entry and Apps Processing
• Word and PPT
• Now works with OBIEE as source

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Hyperion Financial ManagementNew Features

• New Equity Pick-up Module
• Phased Submissions Enhancements
• Intercompany Transaction Enhancements
• Oracle BI Publisher Templates for System Reports
• Extended Analytics Creation of Flat Files
• Extended 64 Bit Platform Support
• Drill-through to Oracle EBS Financials via FDM
• Oracle Data Integrator Support

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Financial Data Quality ManagementNew ERP Source
Adapter
GUIDED WORKFLOW USER INTERFACE
SOURCE SYSTEMS
EPM Adapters
DATA PREPARATION SERVER
EPM SYSTEMS

• Data cleansing and transformation
• Task scheduling
• Text and document archive
• Audit review
• Data staging

• Prepackaged integration
• Data loading including supplemental data, line
  item detail
• Dimensional mapping verification
• Process management

• Excel
• G/L
• ERP
• Flat files
• ETL repositories
• Oracle EBS

• Hyperion Financial Management
• Hyperion Planning
• Hyperion Essbase
• Hyperion Enterprise
• Data Marts

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Drill-through to General LedgerInsight into
Action in a Single System
Hyperion Financial ManagementHyperion Planning
Oracle EBS R11
Hyperion FDM
Oracle Account Analysis and Drill-Down for both
Actual and Budget
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Oracle Hyperion Strategic FinanceNew Features

• Graphical Interface Enhancements
• Automated Export to Essbase
• Support For FDM
• Drill-back to Source for Root Cause Analysis
• Forward Audit Trail for Auditors Compliance
• Cell Text Annotations
• Visual Scenario Analysis using Monte Carlo
  Simulation through Oracle Crystal Ball

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Oracle Hyperion Performance ScorecardNew Features

• Portlet Pages
• Oracle, SAP, IBM, BEA, MSFT
• Multi-Value Targets
• Scores Calculated using Targets
• Differing Target and Result Frequencies
• Simultaneous Target and Result Entry
• Period to Date Results
• Embedded Custom Reports
• User Interface Improvements

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Hyperion Profitability and Cost
ManagementProvide Actionable Insights into Costs
and Profitability

• A packaged application that drives business
  performance by
• Discovering drivers of cost and profitability
• Empowering users with visibility and flexibility
  
• Improving resource alignment
• Leverages the power of Essbase
• Designed for the business user
• Leverages existing IT investments

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Oracle Essbase StudioSingle Design Environment
Fosters Reuse, Consistency

• Unifies modeling of many sources
• Structured relational
• Unstructured relational
• Flat files, XML files
• EPM Architect Dimensions
• OBIEE
• Enables reuse at a granular level
• Reuse of hierarchies, metrics, cube schemas
• Lineage tracking
• Drill anywhere
• Relational
• OBIEE, BI repository
• URL, FDM
• Essbase, Java method

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Essbase Enhancements DeliveredOptimized
Multi-Dimensional Calculation Engine

• Varying attributes
• Text and dates can now be treated as measures in
  multidimensional reporting.
• Qualitative values, such as satisfied, can be
  directly aggregated.

Month April May June July August
Sales 6000 2000 1000 1000 7000
Representative Jones Jones Smith Smith Smith
Varying attribute Associated with Product
dimension, varies with independent dimension
(Time)
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Benefits of Upgrading to Version 11

• Commonality across applications
• Base for all future releases
• Fixes v9.3.x issues
• Performance enhancements
• Version 11 v9.5
• Upgrades may require step upgrades gtv9.2

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OBI Hyperion Integration Releases
EPM Fusion Edition 11.1.3
Hyperion EPM 9.3.1
Hyperion EPM 9.3.1.x
Major release Oracle integration Calc
Manager Essbase Studio Profitability Mgmt
IR-Essbase integration Oracle Branding Oracle
integration
SmartSpace SmartViewOffice 2007
EPM System Fusion Edition
Localization Release
Next EPM/BI Release
Major Integration Release
OBI EE11g
OBIEE 10.1.3.4
OBIEE 10.1.3.3.x
Discoverer Migration to OBIEE Workspace
Integration SmartView Integration SmartSpace
Integration
Major release Answers EPM integration Action
Framework Advanced Visualization
OBIEE 10.1.3.3
Essbase integration
Available Now
"This information is not a commitment to deliver
any material, code, or functionality. The
development, release, and timing of any features
or functionality described remains at the sole
discretion of Oracle"
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Contact Information

• Len Romano
• Regional Director
• [phone]
• lromano_at_topdownconsulting.com