1. Hyperion EPM Overview
&
Case Study

2. Agenda
Introduction
EPM Product Overview
Case Study

3. Introduction
Use Hyperion?

4. 4/16/2017
Oracle Integrated BI
ERP
FDQM
Acct Close
Planning

5. Oracle Integrated ERP - Actual Amounts FDQM – Load / Map Data
4/16/2017
Oracle Integrated
ERP - Actual Amounts
FDQM – Load / Map Data
HFM – Consolidated Actual Amounts
HP – Budget / Planning
BI Tools

7. Financial Close Hyperion Financial Management (HFM)
4/16/2017
Financial Close
Hyperion Financial Management (HFM)
Comprehensive, Web-based application that delivers global financial consolidation, reporting & analysis.
Hyperion Financial Close Mgt
Centralizes mgt of all period-end close activities, replacing checklists with dynamic dashboards that give users ability to immediately view & act on info.
Hyperion Disclosure Mgt
Centralize & effectively manage the development of XBRL tagged submissions

8. Planning Hyperion Planning Hyperion Workforce Planning
4/16/2017
Hyperion Planning
Centralized, Excel & Web-based planning, budgeting and forecasting solution that integrates financial & operational planning processes and improves business predictability.
Hyperion Workforce Planning
Planning module that makes headcount, salary, & compensation planning fast and efficient across the enterprise.
Hyperion Capital Asset Planning
Planning module that automates the planning of capital assets and capital asset related expenses,

9. Case Study Growing US medical company Headquarters in Northwest
Multiple sites across country
Annual Budget Process done manually in Excel

10. Challenges Extremely time consuming Build and manage model
What if analysis
Report on data
Comparative reporting Actual vs. Budget
Track versions of budget amounts
Minimal controls in place
Security of data – on laptop
Not easy to share with others
Consolidating amounts

11. Solution Jibe Jumpstart Implementation
Implement Hyperion EPM System – Planning
Central repository database
Integrates actual and budget amounts
Standard calculations
Decentralize Planning
Uses multi-dimensional hierarchies
Use BI Tools
Financial Reports – Well formatted reports
Excel Smart View – Ad hoc analysis

12. Project Phases Requirements / Design Build / Unit Test Test
Deploy / Go Live

13. What is so unique about this project?

14. Implementation They built most of the application themselves
For a tiny fraction of the time and cost
In less than 3 months

15. How is that possible?

16. Jump Start Consultant for project involved in sales cycle
Hosted Application
Customized detailed training session
Design session for current and future needs
Prioritize requirements & assign to phases
Keep only ‘must have’ items in phase 1
Detailed design document
Weekly task review sessions
Jibe built initial calculations
Detailed calculation review
Phases!!!
Identify requirements current and future
Design model to support future development
Start slow and build solid foundation
Expand in phases

17. Timeline 3/25 - Initial Sales Meeting 4/1 – Scoping discussion
4/12 – Customized training
4/14 – Design session
4/19 – Jibe installs / hosts Hyperion
4/30 – Approve detailed design document
5/1 – Create Planning application shell
May – Company X builds system
June – Company X tests system
July 1st – Go Live – Start annual budget process

18. Phase 1 Finance owns and maintains system Budget for: Revenues
Expenses
Individual employee expenses including existing and new employees
Capital Expenditures
Load current year budget and actual amounts
Comparative Income Statement reporting
Use Department Excel templates

19. Phase 1 (con’t) Calculations Aggregations Clear Data
Project Allocation
Employee Expenses
Deferred Compensation
Shift Differential
Salary Adjustment
Bonus
401K
Payroll Taxes
Benefits
Temporary Labor

20. Phase 2 - Expand Phase 2 - < 2 Months Calculation Training
Add additional calculations
New hire salary
Depreciation
Allocations
Start quarterly forecasting within system
Web Forms
Reports
Calculations
Automate calculations to run nightly

21. Phase 3 Phase 3 - < 2 Months
Decentralize data entry to ~45 departments
Expand Budgeting and Reporting
Balance Sheet
Cash Flow

22. Benefits Decentralization Departments took ownership of their data
Provided better understanding of data
Workflow identified bottlenecks
BI Tools
Less mgt s asking for data
Less time to develop budget & forecasts
More time & improved analysis tools

23. Key Characteristics Small Core Team 1-2 people who makes decisions
Availability
Committed / Incentive to succeed
Standardized stable hierarchies, data entry, calculations and reporting

24. DEMO

25. Workspace

26. Planning

27. Smart View

28. Reporting

29. Web Analysis

30. Ad Hoc Analysis