1. Introduction to Oracle Hyperion Planning
Presentation Title
Introduction to Oracle Hyperion Planning
This Title Slide uses art targeted for Sales/Business Managers.
Robert Cybulski, CPA Finit Solutions
Ed DeLise Finit Solutions
4/21/2017

2. Data Integration Overview Suite of Oracle Planning Products
Presentation Title
Agenda
Introduction
Planning Challenges
Hyperion Planning
Data Integration Overview
Suite of Oracle Planning Products
4/21/2017

3. Oracle Certified Advantage Partner – former Hyperion Preferred Partner
Presentation Title
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.
4/21/2017

4. All Clients are References
Sample Clients –
All Clients are References
More to be Confident About

5. How does One Build the Budget?
“Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live”
Gartner
Management reviews the budget and…
Finance creates the forms
Finance aggregates the budget
Managers input their data by accounting period
Create forms to collate departmental budgets
Budget managers input their budgets by accounting period
We create the aggregated budget
Management reviews the budget and…..
Hyperion can simplify and speed up this process – customer examples, and talking to our reps
Gartner:
Extend Budgeting and Planning Projects Beyond Finance to Maximize Benefits (2006)

6. Challenges that Planners Face include:
Presentation Title
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”

7. Shortens Planning Cycles Improves Business Predictability Leverages Intellectual Capital
Hyperion System 9 Planning Overview
Key Points:
Hyperion System 9 Planning is the heart of Hyperion’s Enterprise Planning solution and where companies optimize the use of corporate resources to attain strategic goals.
It is a centralized, Web-based planning, budgeting and forecasting solution that drives collaborative, integrated, event-based planning processes throughout the enterprise
This module was designed to address a wide range of financial and operational planning requirements
Key Features include:
Powerful workflow and process management – create/distribute/aggregate plans and forecasts, support for audit trails, task lists, hierarchical and matrixed organizations, approvals, and notification and alerts.
Flexible modeling – supports event based planning, top-down and bottoms-up planning, and cascading plans; conduct “what-if” analysis.
Powerful reporting and analysis – sophisticated analytics powered by Hyperion System 9 Essbase Analytics, production quality reports (on demand, batch, scheduled) with drill down capabilities.
Robust data integration – open, bi-directional, seamless, and real-time/batch integration to any data source.
Business Rules – utilizes graphical interface that automatically documents and validates rules, includes re-useable components, and pre-defined formulas.
Scalable Web infrastructure – easy to deploy, zero footprint, and high scalability and performance (2400 users within 5 secs).
Hyperion System 9 Planning is designed to shorten planning cycles, improve the accuracy of plans and forecasts and enhance business predictability.

8. Enterprise Performance Management System
Presentation Title
Enterprise Performance Management System
4/21/2017

9. Financial Performance Management Applications
Presentation Title
Financial Performance Management Applications
4/21/2017

10. 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 10 10 10

11. Presentation Title
Hyperion
Planning

12. How Hyperion Planning Improves Planning
Presentation Title
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.
4/21/2017

13. Integration with Oracle Fusion EPM Platform
Presentation Title
Integration with Oracle Fusion EPM Platform
4/21/2017

14. Integration with Oracle Hyperion Workspace
Presentation Title
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.)
4/21/2017

15. Presentation Title
End user task lists
Task lists detail current status and steps needed to complete the different processes.
4/21/2017

16. End user task lists cont.
Presentation Title
End user task lists cont.
4/21/2017

17. Web Forms Web forms provide a consistent, web-based data entry input.
Presentation Title
Web Forms
Web forms provide a consistent, web-based data entry input.
Web forms can be opened in Smart View in Excel.
Calculations can be launched from forms.
4/21/2017

18. Presentation Title
Web Forms Cont.
Data can be adjusted (increase / decrease by amount, percent) and spread.
Check totals to targets can provide feedback.
4/21/2017

19. Web Forms through Smart View
Presentation Title
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.
4/21/2017

20. Presentation Title
Supporting Detail
Supporting detail can provide textual information behind assumptions, changes or data elements.
4/21/2017

21. Web Analysis Web Analysis dashboards for ad-hoc, dashboard analysis.
Presentation Title
Web Analysis
Web Analysis dashboards for ad-hoc, dashboard analysis.
4/21/2017

22. Presentation Title
Financial Reporting
Financial Reporting for highly formatted presentation style reports.
4/21/2017

23. Oracle Hyperion Workforce Planning
Presentation Title
Oracle Hyperion Workforce Planning

24. Oracle Hyperion Workforce Planning
Presentation Title
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.

25. Oracle Hyperion Capital Asset Planning
Presentation Title
Oracle Hyperion Capital Asset Planning

26. Oracle Hyperion Capital Asset Planning
Presentation Title
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.

27. Data Integration Options
Presentation Title
Data Integration Options
Movement
Data access, integration and transformation
DIM
ODI
Reference – Enterprise Wide
Master data manipulation, validation and synchronization
DRM
Reference – Hyperion Suite
Master data synchronization
EPMA
Quality
Critical information collection, mapping, verifying and auditing
FDM

28. Oracle Planning Products
Presentation Title
Oracle Planning Products

29. 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 29 29 29

30. Oracle Hyperion Strategic Finance
Presentation Title
Oracle Hyperion Strategic Finance

31. Oracle Hyperion Strategic Finance
Presentation Title
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.

32. Oracle Hyperion Integrated Operational Planning
Presentation Title
Oracle Hyperion Integrated Operational Planning

33. Oracle Integrated Operational Planning
Presentation Title
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.

34. Presentation Title

35. Predictive analytics application
Presentation Title
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.

36. Ed DeLise 678-296-3611 edelise@finitsolutions.com Rob Cybulski
Presentation Title
How to Reach Us
Ed DeLise
Rob Cybulski