Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 1 About this Presentation Audience: Finance and IT Executives, New or Existing Customers, Partners Speaker: Sales Execs, Product Marketing Staff (needs to be scripted) Objectives: – High level overview of Hyperion Planning – Articulate customer challenges and how we solve – Includes customer examples that can be replaced or expanded – Can be used in seminars or early stages of sales cycles Length: 23 slides Author: Ivo Bauermann, Andreea Vasiliu – Product Marketing Initial Release – August 1st, 2007, updated January 2008 Feedback – please send any comments or suggestions to the author

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Hyperion Planning – Delivering Predictable Results Presenter’s Name Presenter’s Title

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 4 Agenda Understanding customer needs Solving planning issues Our unique value Summary and questions

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 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

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 6 What Are the Challenges? Planners like you, say… “High processing time due to lack of strategic guidance and missing link between financial and operational plans” “Low plan accuracy (variance accuracy) due to inaccurate data” “Limited level of detail for the budget” “High number of Excel sheets that need maintenance” “Need to expand to: rolling forecasts, operational planning, investment planning, bulk updates, pre-built depreciation calculations, version control”

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 7 Oracle Addresses These Challenges. See What Our Customers Have to Say…

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 8 Creating a Healthy ROI at Oregon Graduate Institute OGI School of Science & Engineering is one of four schools of Oregon Health & Science University, a leading health and research university with $307 million in research funding in ROI: $1.5 Million Annually BEFORE Variance between budget and actual 20% Variance between forecast and actual 15% FTE (full time employees)15 Processing time5 ½ Months AFTER 7% 3% 8 6 Weeks

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 9 BEFORE First budget iteration took 8 weeks, while transferring employees or departments took 10 days Creation & distribution of the Excel templates took 4 weeks The data was not dependable for management to make business decisions Corporate budget group employed 9 people to maintain the process and offline system AFTER First budget iteration takes only 4 ½ weeks Reorganizations down to 24 hours A very detailed expense budget that utilized over 700 accounts Each individual employee was budgeted (60,000 in phase 2) For the first time ever ING had three- dimensional reporting Several new reports enable managers to analyze the business (i.e. year over year quarterly comparison) Ensuring a Smooth Planning Process at ING One of the 20 largest financial institutions worldwide Revenues of ~9 billion USD (2005) Over 113 thousand full time employees

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 10 BEFORE 6 different analysis/reporting tools 4-6 financial data warehouse solutions No common tool for budgeting Dependency on external consultants Many information silos, no analysis across the companies Many user interfaces to work with – processes across many systems Improving Strategic Planning at Telenor AFTER Manage strategy and initiatives on a regular basis – Agenda for the monthly management meeting is determined by the status indicators on the strategic objectives – Strategic objectives tie into measures and initiatives Cost-cutting through process, system, and information standardization Ranked 12th in mobile operators field Revenues of 10.9 billion USD (2005) Over 23 thousand full time employees

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 11 Challenges Solved… CHALLENGE Process time reduction Improved accuracy (variance) Increased level of detail for the budget Number of Excel sheets replaced Number of full time employees transferred to analysis ROI Expand to RESULTS AFTER IMPLEMENTING ORACLE’S HYPERION PLANNING – SYSTEM % time reduction 65-80% improvement in accuracy 700 accounts and over 60,000 employees Excel spreadsheets 8 FTE transferred from budget to analysis $1.5M return on investment Rolling forecasts, operational planning, investment planning, bulk updates, pre-built depreciation calculations, version control

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 12 Solving Planning Issues How?

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 13 Capital Planning Strategic Planning Project Planning Enterprise Planning Capacity Planning Operational Planning Revenue / P&L Planning Integrated Business Planning Budgeting Organization-wide Planning Closed-loop Budgeting Rolling Forecasting ONE Planning Platform

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 14 Hyperion Planning Shortens Planning Cycles and Improves Business Predictability Powerful workflow and process management Intuitive interface Robust data integration Leverages Essbase – powerful reporting and analysis Scalable web infrastructure Special-purpose planning modules for fast deployment

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 15 Oracle’s Hyperion Planning – Delivering Predictable Results Accuracy – one planning platform for all the modules, improving processing time and accuracy, as well as reducing the maintenance overhead Performance – Essbase, award winning OLAP engine, boosting the scalability and performance of any planning application Simplicity – one reporting workspace enabling real time, side-by-side planning, forecasting and analysis

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 16 Fundamental Capabilities CAPABILITYDETAIL Planning and Analysis Fully embedded into BI and Microsoft Office for real-time reporting and analysis ModelingThe ability to model at the operational level, assessing impact to the overall strategic plan What-ifSee the business impact of changing business drivers to make intelligent decisions CollaborationTechnology that allows the entire user community to communicate and plan in real time as well as offline Top-down/Bottom-upBi-directional planning capabilities to promote accuracy and accountability

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 17 Top Hyperion Planning Customers 20,000 Number of Users 3,000 Hyatt Norway Post Petrobras Dell Toyota Newmont Credit Suisse Telenor Turkiye IS Bank Lockheed Martin British Telecom Alcoa

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 18 Unique Value. Market Leader, Check for Yourself.

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 19 The 21 Irrefutable Laws of Leadership John Maxwell, 1998 “Leader is a person that has followers” “The Law of Solid Ground: Trust is the foundation of leadership”

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 20 Customer Adoption has Been Rapid Planning Customers

Copyright © 2008, Oracle and/or its affiliates. All rights reserved Morgan Stanley 1992 Toshiba 1992 Logitech 1995 Carnival Cruise Lines 1996 Nationwide 1997 Pfizer 1989 Philip Morris USA 1999 Heineken 2000 Motive Communications 2000 Olympus 2001 All Seasons Services Inc., Autonation 2002 Pepsi, Wellpoint 2003 Telenor 2004 Toyota, UMB Bank 2005 Norway Post Budgeting & Planning Customers

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 22 Oracle Leads the Market Gartner: Magic Quadrant for CPM Suites, 2007 The Magic Quadrant is copyrighted 19 December 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Oracle. Source: Gartner, Inc., “Magic Quadrant for CPM Suites, 2007” by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007.

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 23 We’ve provided planning solutions for 13 years Oracle has over 3000 clients using its planning solutions In the last 5 years we increased the number of planning clients 5 times Some Key Numbers

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 24 Delivering Predictable Results Customers Next Steps Unique Value Accuracy Performance Simplicity Over 3000 clients’ ROI Discovery session

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