Introduction to Oracle Hyperion Planning

Robert Cybulski, CPA

Finit Solutions

Ed DeLise
Finit Solutions

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Agenda

Introduction Planning Challenges Hyperion Planning Data Integration Overview Suite of Oracle Planning Products

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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.

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Sample Clients All Clients are References

How does One Build the Budget?

Management reviews the budget Repeat this cycle and Finance Gartner creates the forms

until either the management team is happy with the budget or budget managers lose their will to live

Finance aggregates the budget

Managers input their data by accounting period

Challenges that Planners Face include:

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

Shortens Planning Cycles

Improves Business Predictability Leverages Intellectual Capital

Enterprise Performance Management System

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Financial Performance Management Applications

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Analysis and Reporting Goal Setting

Business goals Metrics and Scorecards

Financial Modeling
Long Range Targets Integrated Business Plan

Financial Planning & Budgeting

Annual Targets Aligned Plans

Strategic Operational Planning

Operational Policies Baseline Plans

Functional Operational Planning

Execution Plan Execution Status

Functional Execution
Application Foundation

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Hyperion Planning

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.
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Integration with Oracle Fusion EPM Platform

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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.)

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End user task lists

Task lists detail current status and steps needed to complete the different processes.

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End user task lists cont.

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Web Forms
Web forms provide a consistent, webbased data entry input. Web forms can be opened in Smart View in Excel. Calculations can be launched from forms.

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Web Forms Cont.

Data can be adjusted (increase / decrease by amount, percent) and spread. Check totals to targets can provide feedback.

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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.

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Supporting Detail

Supporting detail can provide textual information behind assumptions, changes or data elements.

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Web Analysis

Web Analysis dashboards for adhoc, dashboard analysis.

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Financial Reporting

Financial Reporting for highly formatted presentation style reports.

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Oracle Hyperion Workforce Planning

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.

Oracle Hyperion Capital Asset Planning

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.

Data Integration Options

Movement
Data access, integration and transformation

Reference Enterprise Wide

Master data manipulation, validation and synchronization

Reference Hyperion Suite

Master data synchronization

Quality
Critical information collection, mapping, verifying and auditing

Oracle Planning Products

Analysis and Reporting Goal Setting

Business goals Metrics and Scorecards

Financial Modeling
Long Range Targets Integrated Business Plan

Financial Planning & Budgeting

Annual Targets Aligned Plans

Strategic Operational Planning

Operational Policies Baseline Plans

Functional Operational Planning

Execution Plan Execution Status

Functional Execution
Application Foundation

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Oracle Hyperion Strategic Finance

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.

Oracle Hyperion Integrated Operational Planning

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.

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.

How to Reach Us

Ed DeLise 678-296-3611 edelise@finitsolutions.com

Rob Cybulski 215-880-2025 rcybulski@finitsolutions.com

www.finitsolutions.com