Accelerating EPM Deployment with Planning
in the Cloud
Adolf Hrncir
Sales Consultant Oracle Austria
20th November 2014, Budapest
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2
Program Agenda
1
Oracle Hyperion Planning Overview
2
Oracle Planning and Budgeting Cloud Service
3
Demonstration
4
Summary
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
3
Oracle Hyperion EPM Applications
Plan for Growth, Report with Confidence, Accelerate Business Value
User Workspace, Reporting
Strategy
Management
Planning and
Forecasting
Profitability
Management
Financial Close
and Reporting
Enterprise Performance
Management Platform
• Broadest and Deepest EPM
Application Coverage
• Most Integrated EPM Suite
• Data, Meta Data and Process
integration with Oracle, SAP ERPs
• Best in Class BI Integration
• Centralized Enterprise Dimension
Management for EPM, ERP, BI
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Create an Efficient Budget Process through Centralized
Planning
• Manage budget process and workflow
• Top-down and bottom-up
• P&L, B/S and C/F
• Web or Excel Interface
• Revenue and cost allocations
• Driver-based planning
• Leverages Oracle Essbase – powerful
reporting and analysis
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Utilize a Process Workflow
Accelerate Budget Validation and Avoid Bottlenecks
• Configurable promotional path
• Includes additional approvals and authorization
thresholds
• Supports hierarchy-based, matrix-based and dynamic
promotional paths
•
•
•
•
•
Alerts and progress monitoring
Notify, delegate and manage out of office
Planning unit and process status reports
Approvals honored on rules execution
Groups as owners
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Integrated Predictive Planning Capabilities
Leverage Statistical Forecasting for Improved Accuracy
• Functional Summary
– Statistical prediction scenarios built into
Hyperion Planning
– Uses Oracle Crystal Ball Predictor to analyze
historical data and project trends and patterns
into the future
• Benefits
– Enable business users to leverage statistical
forecasting techniques
– Improve accuracy of forecasts and plans
– Automatically forecast best and worst case
scenarios in addition to base case
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Addressing Planning & Budgeting Needs Across Multiple
Industries
Indicates breadth, depth and flexibility of functional capabilities
3%
3%
3%
3%
3%
3%
3%
2%
2%
2% 1%
17%
4%
4%
13%
5%
5%
10%
6%
8%
Professional Services
Financial Services
Retail
Industrial Manufacturing
High Technology
Communications
Life Sciences
Consumer Products
Travel & Transportation
Healthcare
Media & Entertainment
Public Sector
Automotive
Utilities
Natural Resources
Engineering & Construction
Oil & Gas
Education & Research
Chemicals
Aerospace & Defense
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Used by over 2500 global enterprises!
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Enterprise Planning
Product Roadmap
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Enterprise Planning: Highlights of past 18 months
• Hyperion Planning 11.1.2.3 release
• Business user functionality available on
Tablet devices
• Mobile app for workflow & approval
• Preserve Microsoft Excel Formatting In
Planning Forms
• Predictive Planning Support For Planning
ASO Cubes
• Introduction of Planning and Budgeting
Cloud Service
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Hyperion Planning
Highlights of 11.1.2.4 release
• Valid Member Combinations
– Define valid and invalid combinations
– Honored within Forms, Ad-hoc, Rules
• User Defined Planning Sand Box
– Private versions for what if analysis
• Grid improvements
– Instantaneous Calculations
– Conditional formatting
– Persist user defined formulas from Excel
• Web Form Performance Enhancements
– Fast Load, tabbing and scrolling
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Planning & Budgeting Cloud Service
Winter 2014 Release
• Multiple application deployment
• Cross application data synchronization
• API based integrations
• Out of the box Application with build-in financial intelligence
– Revenue & expense drivers
– Pre-built configurable financial statements
– KPIs deployed based on model choices
• Cloud Marketplace deployment of PBCS Partner Applications
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14
Oracle Confidential – Internal
Program Agenda with Highlight
1
Oracle Hyperion Planning Overview
2
Oracle Planning and Budgeting Cloud Service
3
Demonstration
4
Summary
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
15
Planning & Budgeting Cloud Service - PBCS
Application Offering
ERP
HCM
CX
PBCS
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How SaaS Differs from On-Premise
• Focus on short time to production
• Effectiveness, get the job done quickly – basic functionality sought
• Ease of use & mobile device access
• Independence from IT
• Preference for funding project via operational expense (Opex vs. Capex)
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What is included in PBCS?
Parts of PBCS - more than a hosted application
• Robust Planning solution (browser) based on 11.1.2.3
• Additional services
– SSO Integration
– Diagnostics
– Backup
– Data and metadata loading
– Integrated reporting and report creation
• Microsoft Office integration
• On-premises application migration
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Flexible Deployment Choices
Combine On-premise and Cloud Models
Approach
Development
System
Production
Deployment
Pure Onpremise
On-premise
On-premise
Pure Cloud
Cloud
Cloud
Hybrid
Cloud
On-premise
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Planning and Budgeting Cloud Service
Strong Momentum: Over 150 customers in just 7 months
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20
Program Agenda with Highlight
1
Oracle Hyperion Planning Overview
2
Oracle Planning and Budgeting Cloud Service
3
Demonstration
4
Summary
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
21
Demonstration
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22
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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SAP Integration
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40
Seamless integration to SAP R/3 FI & CO
Drill Through …
Browser
Excel
Report
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Customizable SAP Source Adapter
Pre-packaged Integration
• SAP Integration is supported using the new ERPI source adapter framework
• Provision to customize the pre-packaged adapter
• SAP ERP Financials 4.6c, 4.7, ECC 6.0, Enhancement Pack 3.0 and up
• SAP BW (Business Warehouse) 7.0
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SAP Integration – Import Format
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SAP Integration – Data Load Workbench
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Drill Through from Planning
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Drill Through from SmartView
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Drill Through from Financial Reports
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SAP Integration – Drill-back
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SAP Integration – Drill-back
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Program Agenda with Highlight
1
Oracle Hyperion Planning Overview
2
Oracle Planning and Budgeting Cloud Service
3
Demonstration
4
Summary
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
50
Oracle Planning and Budgeting Cloud Service
• Single Point Solution For Planning, Reporting And Integration
• Web and Excel access
• Built-in Data integration
• No Install, Hardware or DB License
• No Infrastructure & Maintenance Costs
• Automated Patches and Upgrades
• Faster Implementation
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To Learn More about Oracle EPM and Cloud
Your.name@oracle.com
http://twitter.com/OracleAnalytics
www.facebook.com/OracleAnalytics
Oracle Web Site:
www.oracle.com/cloud
Virtual Briefing Center:
www.oracle.com/goto/vbc
http://blogs.oracle.com/EPM
http://blogs.oracle.com/bi_pulse
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The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
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