1 Copyright © 2011, Oracle and/or its affiliates.

All rights
reserved.
 Oracle Enterprise Performance Management
Applications: Overview & Roadmap
John O’Rourke - Vice President, Product Marketing
2
November 2011
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
 The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

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 Agenda

• Oracle EPM Overview

• Product Strategy
• Roadmap
• Q&A

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 Performance Management, BI and Analytics
#1 Business Priority

Source: Gartner, Inc. “CFOs Cite BI and CPM as Top Priorities: 2011
Gartner FEI Technology Study” by John E. Van Decker, 20 May 2011.

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 Oracle’s Enterprise Performance Management System
Complete. Open. Integrated.
BI / EPM

Planning & Strategy

Forecasting Management
Apps

CRM Industry
ERP Analytics
Financial Close & Profitability Analytics Analytics
Reporting Management

Interactive
Query & Analysis Dashboards Scorecards Reports & Publishing Office Search Detect & Alert Embedded Mobile
Platform
BI/EPM

Common Enterprise Information Model

BI Server Essbase Dimension Predictive Analytics

Management

OLTP & ODS Data Warehouses Exadata OLAP Packaged Unstructured Excel Business
Sources

Systems Data Marts Sources Applications & Semi- XML/Office Processes

Data

(Oracle, SAP, Others) Structured

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 Hyperion Performance Management Applications
Market-leading, Integrated Suite

Strategy Planning and

• Integrates data from multiple Management Forecasting
transaction systems
• Automates and links strategic Financial Close Profitability
and financial management and Reporting Management
processes
• Modular, integrated suite Common Administration Services
Oracle BI Foundation
• Fast time to value; Low TCO
• Over 6,000 customers

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 Implementing a World Class Close
Oracle’s Financial Close Solutions
Finance Dashboard

Governance, Risk & Compliance

Financial Close Management

Tax Tax
Calculations Filing
ERP:
Data Financial
Oracle, SAP,
Assurance Consolidation
Legacy, Other Document
Financial &
Management
Mgmt. Reporting
& Filing

Transactions Reporting

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 Key Capabilities: Financial Consolidation
Accelerate Reporting Cycles and Reduce Cost of Compliance
• 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

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 Key Capabilities: Financial Close Management
Streamline the End-to-End Close Process New !
• Full visibility into enterprise-wide
close process
– Close calendar and unified task list
– Dashboards for trending analysis
and process improvement
• Improved accountability for
predictable close
– Workflow integration across
systems & manual processes
• Built on proven Oracle Fusion
Middleware technology

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 Key Capabilities: Disclosure Management
Statutory Reporting Made Simple New !
• Author statutory documents from Smart
View for Office
– MS Word and Excel for authoring
– Direct integration with HFM and Essbase
– Support for all required report formats:
MS Word, HTML, PDF

• Embedded XBRL tagging support

– Taxonomy Management
– Instance document creation and
validation

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 Extend Planning Across the Enterprise
Oracle’s Enterprise Planning Solutions

Predictive Modeling & Simulation

Functional Plans

Long-Term Project Profitability

Workforce Capital Asset Planning
Financial and Cost
Planning Planning
Planning Management
Demand
Planning

Planning, Budgeting & Forecasting

Financial Operational
Detail Detail

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 Key Capabilities: Financial Planning
Accelerate the Planning and Forecasting Process
• Best-in-class solution for financial
planning, budgeting & forecasting
• Align top-down and bottom-up
• Consistent assumptions
• Common allocations & calculations
• Pre-built Capital Asset and
Workforce planning modules
• Powerful workflow and process
management
• Leverages Essbase – powerful
reporting and analysis

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 Key Capabilities: Profitability & Cost Management
Improved Insights into Profitability by Customer, Product
• Packaged application that enables:
• Accurate measurement, allocation and
management of costs and revenues
• Cost and profitability modeling by
business, product, and customer
segments
• Profitability measurement using cost
decomposition, consumption-based
costing, and scenario analysis
• Designed for the business user
• Leverages existing IT investments

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 Key Capabilities: Scorecards & Strategy Management
Integrate Strategy Management into BI and EPM
• Integrated BI component
– KPIs as core metadata
– Thresholds, owners, history
– Linked objectives & initiatives

• Strategy visualization
– Strategy Maps and Trees
– Cause and Effects
– Watch lists
– Annotations & override

• Supports all methodologies

– Balanced scorecard, six sigma, Baldrige

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 Seamless Data and Metadata Integration
Oracle Hyperion Financial Data Quality Management
Data & Meta data Data

Oracle EBS,
PeopleSoft, SAP R/3 Financial Close
and Fusion Apps

Planning &
Budgeting EPM WorkSpace
Data Warehouse FDM/ Financial Reports
Data Mart
ERPI Strategy
Smart View
Management

Other Profitability Mgmt.

Systems

Files, Excel,
XML
Drill-through & Write-back

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 Oracle Hyperion EPM Release History
Release Summary

• 3rd major release since acquisition • Hyperion EPM R9.3 (2007)

• Hyperion EPM R11.1.1 (2008)
• 4 New Products • Hyperion EPM R11.1.2 (2010)
• Hyperion EPM R11.1.2.1 (2011)
• 250 New Features
Extend Planning • Major Release of Hyperion Planning
• 502 Customer-Driven Enhancements Across the • New Public Sector Planning & Budgeting module
Enterprise • Enhanced Hyperion Profitability & Cost Management application

Streamline • New Hyperion Financial Close Management Application

Financial Close and • New Hyperion Disclosure Management Application
Reporting • New Oracle Essbase Analytics for Hyperion Financial Management
• OBIEE and Hyperion Financial Management integration
• Integration between Hyperion Financial Management and Oracle GRC

Deliver EPM Value • Enhanced Hyperion Data Relationship Management module

Faster, Reduce • Enhanced Oracle Hyperion EPM integration with Oracle Fusion Middleware
TCO • Enhanced Integration with Oracle E-Business Suite and PeopleSoft
Financials and HCM
• UPK pre-built content

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Packaged EPM Application Suites

• Hyperion Planning
• Hyperion Financial Management
• Hyperion Strategic Finance
• Hyperion Financial Data Quality
• Hyperion Planning Modules: Management
Workforce, Capital Asset
• Hyperion Financial Close
• Hyperion Profitability & Cost Management
Management
• Oracle Essbase (restricted use)
• Oracle Essbase (restricted use)
• Oracle Essbase Analytics Link
• Hyperion Financial Data for HFM
Quality Management (option)
• Hyperion Disclosure
• Hyperion Data Relationship Management (option)
Management (option)
• Hyperion Data Relationship
• Oracle Crystal Ball (option) Management (option)

Addressing end-to-end Performance Management

needs in Enterprise Planning and Financial Close

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 Agenda

• Oracle EPM Overview

• Product Strategy
• Roadmap
• Closing Thoughts

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 EPM Applications: Strategic Direction

Enterprise • Integrate financial and operational planning processes

Planning • More packaged solutions to address industry-specific needs

Financial • Continue to extend financial close footprint e.g. Tax, M&A

Close • Bring financial close and planning solutions together

Financial • Integrated solution framework for management reporting

Reporting • Automate and streamline all aspects of statutory reporting

Profitability • Leverage profitability insights in business decision making

Management • Integrate simulation and optimization models

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 Enterprise Planning: Key Themes

1. Integrated Planning

2. Time to Value

3. Planning @Speed of Business

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 Integrated Planning
Align Long Range and Annual Planning Processes
• Familiar Smart View access to
Hyperion Strategic Finance
• Integration of long range
planning with annual plans &
budgets
• Predictive Planning: Crystal
Ball statistical forecasting
built into Hyperion Planning

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 Rapid Time to Value
Pre-built Modules & Industry-specific Applications
• Growing family of pre-built
modules
– Workforce Planning
– Capital Asset Planning
– New in 11.1.2.2: Project Planning
• Address industry-specific needs
– Public Sector Planning & Budgeting
– Balance Sheet Planning for Banks
– Coming Soon: Health Care Starter Kit

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 Oracle Exalytics In-Memory Machine
Key Enabling Technology for EPM Innovation

Enterprise Planning @Speed of Business

• Reduce planning cycle times with huge gains in response time
• Run more planning models with finer grained detail
• Extend beyond Finance to every LOB, with 1000’s of Planning users
What-if Analysis and Modeling
• Scale to more users and high volumes even during busy periods
• Improve agility – move from monthly to intra-day analysis
Enables New EPM Applications
• Virtual Close: Deliver near real-time management reporting
• Predictive Planning: Monte Carlo simulations, risk based models etc.

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 Planning @Speed of Business
Real World Example
1 2
What Why did it
Happened? Happen?

Near real-time insights Agile root cause analysis

• Virtual intra-day management • Granular review of costs reveals
report for Business Unit at rising direct material costs as
Product Line level primary issue

4
How do I What are the 3
Execute? Right Actions?

Closed loop execution Robust scenario analysis

• Review & approve • Set lower PL COGS target
• Push revised plan to execution • Identify sourcing and component
system substitution options via iterative
analysis

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 Financial Close and Reporting: Key Themes

1. Statutory Compliance

2. Accelerated Close

3. Executive Visibility

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 Statutory Compliance
Enable Full Compliance with Ever-Changing Statutory Requirements
• Deliver Hyperion Financial
Management based Starter Kits
to address Statutory Reporting
needs
– Sustainability Reporting
– Solvency II Reporting for Insurance
– IFRS
– Geography-specific: e.g. Japan
• Extend Financial Close Suite
– Disclosure Management for XBRL

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 Accelerated Financial Close
Streamline Close Process Through Visibility and Automation
• Financial Close Management
– End-to-end orchestration of financial
close process
– Pre-built integration with ERP
systems for rapid deployment
• New in 11.1.2.2: Account
Reconciliation Manager
– Designed to manage global
reconciliation processes: Balance
Sheet, Consolidation, Local GAAP
– Including reconciliation of accounts in
third party ledger systems

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 Executive Visibility
Oracle Financial Management Analytics
• New offering that leverages
OBIEE for pre-built dashboards
and analytics
– Direct, native access to data in
Hyperion Financial Management and
Financial Close Management
– Packaged analytics are configurable
and extensible
• Enables mobile delivery of EPM
data to finance executives and
business users

29 Copyright © 2011, Oracle and/or its affiliates. All rights

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 Common EPM Technology: Key Themes

1. Financial Master Data Management

2. Rich User Experience

3. Continued Investments in Essbase

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 Managing Financial Master Data:
Oracle Hyperion Data Relationship Management
• Unique solution for managing key
financial hierarchies:
– Mature product with strong user base
– ERP application agnostic
• Automation of dimension alignment:
– Reduce manual efforts and errors
– Improve data quality
• Business value:
– Process alignment and simplification
– Accelerate deployments & upgrades

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 DRM: Proven Customer Success
Communications, Manufacturing &
Technology Public Sector Financial Services Health Care
Media & Utilities Distribution

Retail & CPG

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 Rich User Experience
Consistent, Web 2.0 User Experience Across Planning and HFM

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 Continued Investments in Oracle Essbase
Oracle Essbase 9.3.3
• Maintenance
• Platform refresh
Oracle Essbase 11.1.2.1
Oracle Essbase 11.1.2.1+
• Enhancements for 11.1.2.2. (with BI 11.1.1.6)
SmartView-Essbase


(Excel Add In parity)
• SSL support
• Exalytics BI Machine
• Performance
• Studio-EIS Parity
• Enterprise Availability
and Reliability
• Web Services

Oracle Essbase 11.1.1.3+
• Maintenance
11.1.2.2+ (with EPM
Oracle Essbase 11.1.1.4 11.1.2.2)
• Maintenance
• Platform refresh
• End User custom objects
• Saved selections
• XOLAP asymmetric
queries
• @IRREx function
• Upgrade

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 Oracle Hyperion EPM Roadmap
Available
Hyperion EPM 11.1.2 Hyperion EPM 11.1.2 .2
• New Financial Close Mgt. Product • Hyperion Planning
• New Disclosure Mgt. product • Project Planning module
• New Public Sector Budgeting module • Predictive Planning
• Hyperion Planning • PSB Commitment Control
• Configurable & data driven workflows • HSF – Smart View
• Conditional formatting • Planning on BI machine
• Smart View extensions • Hyperion Financial Management
• Oracle tech stack optimization • Configurable Dimensionality
• Financial Management Analytics
• Financial Close
Available • Account Reconciliations
Hyperion EPM 11.1.2.1
• iXBRL HMRC Income Tax Returns • EBS/Fusion Integration
• PSFT & Financial Close Mgt. integration • Disclosure Management
• Edgar ready format, SEC validation
• Collaborative document authoring
• Profitability & Cost Mgmt.
• Micro-costing
• HPCM on BI machine

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 Project Planning: Pre-built Planning Module
Functional Summary
• Pre-defined dimension members,
forms, business rules, menus, task
lists, smart lists, validation rules &
project planning plan types
• Integrated Human & Capital
Resource Management
• Covers Contract, Capital, Indirect
projects
Applicable Across Industries
• Aerospace & Defense, Utilities, Oil
& Gas, Construction, Natural
Resources, Manufacturing, Retail

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 Predictive Planning
• Business problem
– Forecasts are often simplistic -- External forecasting
packages are difficult or cumbersome
• Value proposition
– Statistical forecasting built into Planning
– Accessible to all Planning users
• Functional details
– Statistical prediction scenarios built into Planning
– Enables sanity check during forecast cycles
– Ability to compare accuracy of forecasts vs. statistical
predictions
– Uses Crystal Ball’s Predictor to analyze historical data
and projects trends and patterns into the future
– Users review forecasted values, override if needed,
then submit back to Planning
– Automatically forecast best and worst case scenarios
in addition to base case

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 Account Reconciliation Manager
• Reconciliations are a major
bottleneck in the close process
– Ensuring completion and enabling
audits are key requirements
• New in 11.1.2.2: Account
Reconciliation Manager
– Designed to manage global
reconciliation processes: Balance
Sheet, Consolidation, Local GAAP
– Streamlined, workflow-driven and
auditable processes
– Delivered as part of Oracle Hyperion
Financial Close Management

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 Oracle Hyperion Financial Management

• Configurable Dimensionality
– Analyzing an account by 5 or more dimensions
is a common need in financial services
– Improved dimensional conformity with Hyperion
Planning

• ADF Based UI – Web 2.0 style

• New Web Form/Grid Authoring
• Product Enhancements
– POV management
– Journal Enhancements
– Process Control/Ownership Mgmt
– Administration improvements
– Load/Extract Behavior Change

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 Oracle Hyperion Profitability & Cost Management
Micro-Costing for Detailed Profitability
Concept
• Extend HPCM to address need for detailed profitability
Approach
• Leverage RDBMS while retaining modeling paradigm of current HPCM
Benefits
• Granular analysis of costs and profits: Millions of customers, SKUs,
subscribers, products, transactions
• Scale up with RDBMS
• Manage cost development and cost application in a single system

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 Detailed Cost Allocation Workflow
Work Area & Dimension Allocation Model Allocation Calculations &
Profitability & Cost Analysis
Management Definition Validations

Manage Work Areas Manage Business Model Store Transaction, Cost, Aggregate and move to
Manage Dimension Allocation Rules Revenue & Driver Data OLAP/RDB Marts
Hierarchies Generate code for Calculate Models & Profitability Analysis using
Calculation Validate Results OBIEE++
Define workflow Store Genealogy Info Cost & Revenue
Contribution Analysis

Transaction data
Dimensions
Model Definition Driver Data Analytical Cubes or Marts
Work Areas
Cost, Rev data
Look -up Data

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 Oracle Hyperion Disclosure Management Updates

• Edgar output format

• SEC XBRL Validation rules
• Import/Export
• Workflow integration utilizing FCM
• Document Management and
Versioning using UCM
• Auditing and Logging
• Mapping Tool UI Rework
• Performance Improvements

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 Oracle EPM in Fusion Applications

EPM offerings leveraged in Fusion

Oracle Essbase
Oracle Hyperion Financial Reporting
Oracle Hyperion Smart View for Office
Oracle Hyperion Calculation Manager
Key Features
1. Embedded capabilities built into Fusion
2. Consistent user experience
3. Low cost of ownership

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 EPM and Fusion Applications: Better Together
Oracle EPM is your Bridge to
Fusion Applications Strategy Planning and
1. Streamline key financial Management Forecasting

management processes Financial Close Profitability

2. Get your financial master data and Reporting Management

in order
3. Build up EPM skill set for Oracle BI Foundation
leverage in Fusion

Oracle EPM is the right solution

Others
With any mix of Oracle and non-
Oracle applications

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 In Summary….

Enterprise Performance Management

• Top priority for Finance and IT
• Key strategic priority for Oracle

 Delivering Compelling Business Value

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 To Learn More about Oracle EPM and BI

john.orourke@oracle.com
Oracle Web Site:
http://twitter.com/oracleEPMBI www.oracle.com/epm

www.facebook.com/OracleEPMBI
Virtual Briefing Center:
www.oracle.com/goto/vbc
http://blogs.oracle.com/EPM
http://blogs.oracle.com/bi_pulse

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 Q&A

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