HYPERION
FINANCIAL
MANAGEMENT
John R. Green
Maurice Claggett
Eric McNutt
DC HUG Meeting: June 5, 2006
The Global Leader in
Performance Management
AGENDA
 Hyperion Financial Management Introduction
 Hyperion Financial Management vs. Hyperion Enterprise
 Hyperion Financial Management Solution Spotlight
 Hyperion Financial Management Customer Discussion Panel
 Q&A
Post Enron World -
accountants are cool again!
© 2002 The New Yorker Collection from cartoonbank.com. All Rights Reserved.
“Consolidations applications are seeing
a resurgence after what was
considered a maturing of this market,
driven primarily by compliance issues
in the United States, driven by
Sarbanes-Oxley, and worldwide,
driven by the pending International
Financial Reporting Standards..”
Kathleen Wilhide and Henry D. Morris
Worldwide Financial and Business
Performance Management Analytic
Applications 2004-2008
IDC,
#31633 July 2004
Hyperion’s Market Leadership
 Domain experts: 20+ years of
experience
 Over 10,000 customers including:
— 15 of 15 Federal Cabinet Level
Agencies
— 91 of the Fortune 100
— 352 of the Global 500
 U.S. based company with 2,600
employees in over 20 countries
 Global Presence; offices in over 20
countries
 Global Financial Management
partnerships
“LEADER” in Corporate Performance
Management
(2005)
LEADER in Corporate
Performance
Management in
(2003,
2004) Performance
“VISIONARY”
Corporate
Management (2003, 2004)
#1 Bus. Performance Mgmt. (2003, 2004)
#1 in Financial and Business
Performance Management Applications
#1 Market Share Leader - 20.4% (vs.
6.6% 2nd ranked company)
#1 in Budgeting & Planning
#1 in OLAP
Financial Management Leadership
#1 in Financial Analytics
#1 in Financial Consolidation
#1 in Budgeting & Planning
#1 Market Share Leader
A Long History of Financial Solutions
Financial Management
WEB
Scalability
335+ Customers, 100 Referenced
Hyperion Enterprise
WINDOWS
3500+ Satisfied Customers
Micro Control
DOS
1981
1991
Global Functionality
Today
20+ Years Helping with Compliance
Award Winning Application
 Packaged financial intelligence
 “Smart dimensionality”
 Process control and audit trail
 Web architected/advanced technology
 Financial reporting tools and
integration
 Hyperion’s financial market leadership
3 consecutive years – Hyperion
Financial Management Receives
Highest Rating
Highest Rating among 10 competitors
See www.checkspex.com
Enabling the Federal Management Cycle
 Define and Communicate
Strategic Goals
 Communicate and Report
Results to all Stakeholders
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Set
Consolidations
Inter/Intra Agency
Financial/FACTS I & II
OMB / Congress
Model
 Monitor Execution and
Manage for Results
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Key Performance Indicators
Performance Dashboards
Benchmarking and Metrics
Efficiency
1 Truth
Analyze
Plan
Monitor
 Develop Models to Improve
Operational Efficiency
—
—
—
—
—
1 System
 Analyze all Aspects of
Agency Operations
Year over Year Variance
Comparability
Execution vs. Performance
Footnotes
Resource Allocation
Strategic Planning
GPRA Performance Report/Plan
Agency/OMB Scorecards
PMA
Goals
Report
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—
—
—
—
—
—
—
—
Constraints
Resources
Funding
Outputs/Outcomes
Activity Based Costing
 Create Plans that Optimize
Resource Utilization
—
—
—
—
Performance Based Budgets
Spending
Operational Plans
Resources
Addressing Today’s Compliance Needs
Sarbanes-Oxley Act
REQUIREMENT
HYPERION FINANCIAL MANAGEMENT
Section 302 -CEO/CFO Must Certify
Submissions contain audit trail
Section 404 – Internal Control Report
Mandatory review/approval procedures
Section 401 – Conditions for Use
of non-GAAP Financial Measures
Multiple organization hierarchies and
chart of accounts
U.S. Auditing Standards Require
Autonomy from transaction systems
Accelerated Reporting
Web solution, I/C reconciliation, Journals
IAS 2005
EU Countries to comply by 2005
IAS, GAAP, and Local Statutory
Recognition and Measurement
Custom dimensions; financial intelligence
Consolidation and reporting
Segment reporting, specialized currency, I/C
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Additional Features
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 Single version of book or records
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 Monitoring/visibility of close/reporting via dashboard
 Accuracy and timeliness of close/reporting
 Sophisticated use of workflow
 Awareness of adjustments
 Tracking/visibility of audit trail
 Digital signature/certification capabilities
 Internal control visibility at consolidation/reporting
level
Fast time to benefit and high return on investment!
Hyperion Financial Management
Market-leading Financial Consolidation and
Reporting Application
 Patented financial consolidation
and reporting features
 Complete financial controls: audit trails,
workflow, and validations
 “Smart Dimensionality”
 Flexible "what if" scenario management
features
 Powerful, reporting and analysis tools
 Full integration with ERP and other
transaction systems
 Easy to customize and extend
 Web-architected
HFM vs. Enterprise
Maurice Claggett
Sr. Solutions Architect
Advanced Technology Group
 Hyperion Enterprise – Continued Commitment
 Financial Management Overview
 Summary – Comparing Financial Management to
Hyperion Enterprise
 Financial Management Migration Assistant
Hyperion Enterprise Continued
Commitment
 Ongoing product development focus
is on customer-driven
enhancements
— Core product enhancements
— Hyperion Smart View support
 Continued demand in world markets
and selected new market segments
— Localized in 9 languages
 Customer Advisory Board
— 14 leading Hyperion Enterprise
customers
 Committed to maintenance/support
for years to come
Quick Poll
In what area is your agency stretching the capabilities of
Hyperion Enterprise?
 Dimensionality – Multiple Apps
 Size of Application (Accounts or Entities)
 Multi-user Scalability
 Web Functionality
 Technology Foundation
 Audit Trails and Sarbanes-Oxley
 Shorter reporting cycles
 Scorecarding
 Ad Hoc, Drill and Pivot Reporting
 Hyperion Enterprise – Continued Commitment
 Financial Management Overview
 Summary – Comparing Financial Management to
Hyperion Enterprise
 Financial Management Migration Assistant
Hyperion System 9
Financial Management
Market-leading Financial Consolidation
and Reporting Application
 Patented financial consolidation
and reporting features
 Complete audit trails, workflow
and validations
 “Smart Dimensionality”
 Flexible "what if" scenario management
features
 Powerful, reporting and analysis tools
 Full integration with ERP and other
transaction systems
 Easy to customize and extend
 Web-architected
Financial Reporting – Object-Oriented
Reporting
Web Analysis/Hyperion
Analyzer
Online, interactive analysis
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Intuitive, interactive online
analysis with rich analytics
Addresses a multitude of users
with varying levels of analytic
intensity
Ideal for management reporting,
product profitability analysis,
performance management and
promotional effectiveness
Smart View™ for Office
Links Spreadsheets to Consolidation Processes
 Common MS
Excel Add-in
 Multi Source
Read/Write
 Integrated real-time
pivot or formatted
reporting
 Access and run BPM
processes
 Deliver Web forms
for data collection
and reporting
 Supports Smart Tags
for integrating reports
and views from
Financial Reporting and
Web Analysis
System 9
Financial
Reporting
System 9
Web Analysis
ENTERPRISE
PLANNING

System 9 Planning
FINANCIAL
MANAGEMENT
AND CONTROL

System 9 Financial
Management
TAILORED BPM
APPLICATIONS

System 9 BI+
New InterCompany(Agency) Detail Module
Reduces Complex Closing Cycles
 Bridges
interCompany/Agency
details between ERP
and BPM
 Captures and matches
details at the invoice
level
 Collaboration
capabilities for conflict
resolution
 Preventative Control –
better than Detect
control
Financial Data Quality Management
(UpStream)
Data Collection
and Transformation
Audit Trails
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Integrate SOX questionnaires
Store current and historical
mapping definitions
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Store supporting documents
Repeatable
Processes
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Financial
Data
Quality
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Single standard and
defined solution for any
target application
Standardized database schema
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Standard upward data certification process
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Read and interpret any
G/L trial balance file
Mapping validation against
target system dimensions
Data integrity checking
against data validation rules
Internal Controls
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Source financial document
archival
Prepackaged audit and
internal control reports
Comprehensive role based
security
Financial Data Quality Easily Integrates With Financial
Management Solutions
Sources
Data Movement
Financial Data Quality
BPM System
Consolidations
EAI
Import Validate Export Check
Planning
Relational
Connector
Workflow / Audit
Analytics
Scorecards
Expanded Cell Text and Document Links
Reduces Costs of Compliance
 Explanatory cell text
expanded from 256 to
over 2000 characters
 Can also attach MS
Word documents for
additional detail
 Provides more detailed
annotations for
management or auditors
 Process Management
and Cell-level Doc
attachments
 Shortens audit process
and reduces costs
 Hyperion Enterprise – Continued Commitment
 Financial Management Overview
 Summary – Comparing Financial Management to
Hyperion Enterprise
 Financial Management Migration Assistant
Summary: Comparing Hyperion
Enterprise to Financial Management
Hyperion Financial Management
Hyperion Enterprise
 Built to unify all financial data
 Built for consolidation process
 12 “Smart” dimensions
 4 fixed dimensions
 Scalability to 1000s of users
 Client-Server architecture
 Web-architected centralization
 Distributed deployment + some Web
 24/7 support
 Offline maintenance and backup
 Easy to customize Web UI
 HTML programming required
 Object-oriented reporting
 N/A
 Process work flow
 Robust controls and audit trails; helps
 N/A
with SOX/OMB A123 compliance
 Part of Integrated Business
Performance Management Suite
 Some controls and audit trails
 Standalone financial application
 Hyperion Enterprise – Continued Commitment
 Financial Management Overview
 Summary – Comparing Financial Management to
Hyperion Enterprise
 Financial Management Migration Assistant
Financial Management
Migration Assistant
 Reduces migration time.
 Allows you to spend more time on the design of your Hyperion
Financial Management application.
 Handles the migration of entities, accounts, currencies, subaccounts, sub-structures and other meta-data as well as data.
 User options to aid the meta-data migration in order to facilitate
an efficient migration.
Summary
Hyperion Continues to Support and Enhance
Enterprise, but are you outgrowing?
Financial Management Helps Reduce Reporting Cycles,
Lowers Cost of Compliance and Unifies Financial and
Non-Financial Information
600+ Customers are Reaping the Benefits – What’s
Your Strategy?
Additional Info:

Enterprise to HFM Case Study

Enterprise to HFM White Paper

Enterprise Support Matrix, HFM Support Matrix
SOLUTION
SPOTLIGHT
Eric McNutt
Delta Solutions & Technologies
HFM Solution at a Federal Agency
 Enhance financial reporting process
 Decrease cycle time for producing financial
statements
 Increase internal controls throughout the reporting
process
 Streamline the reconciliation process
Talking Points
 Configuration of the 12 dimensions to accommodate
Federal reporting requirements
 Statement of Net Cost allocations
 FACTS reporting
 Journal Process/Internal Controls
 Treasury Interface
Summary
 Robust, sustainable and flexible configuration that easily
absorbs changes in Federal reporting requirements
 Effective system design minimizes the need for additional
business rules and calculations
 Manual processes eliminated, replaced with automated
processes that are easily audited
 Drastically reduced reporting cycle, allowing staff to spend
time analyzing data not gathering data
PANEL DISCUSSION
Joe McIntyre
Department of Justice
&
Julie Tao
Department of Commerce