What is Hyperion and Why Should I Care?

Tim Tow, Oracle ACE Director, Applied O o , O ac e C ecto , pp ed OLAP, Inc , c Edward Roske, Oracle ACE Director, interRel Consulting

Disclaimer

These slides represent the work and opinions of the presenters and do not constitute official positions of Oracle or any other organization. This material has not been peer reviewed and is presented here with the permission of the presenter. This material should not be reproduced without the written permission of interRel Consulting or Applied OLAP, Inc.

Who is interRel Consulting?

Full service Hyperion consulting

Architecture & Infrastructure Design & Implement Tune & Optimize Project M P j t Management t Train Support

Most experienced resources in the Hyperion environment 90+% of our consultants are Hyperion Certified Professionals including consultants certified as H tifi d Hyperion S l ti A hit t i Solution Architect

Look Smarter Than You Are with Essbase

3 Essbase Books Available: Complete Guide System 9 Complete Guide End User Guide Find out more at www.interrel.com i t l Search lulu com for Essbase to lulu.com Essbase see all 3 books

Copyright 2007, Hyperion. All rights reserved.

Who is Applied OLAP, Inc?

Software company
Sole focus on products that complement the Hyperion product line

Agenda

What is Hyperion and Oracle Enterprise Performance Management? g What are the Hyperion Products?
Essbase Hyperion Planning Hyperion Financial Management Hyperion Reporting Tools yp p g

What Problems Do Customers Solve with Hyperion? How will Hyperion integrate with EBS/Peoplesoft/JDE customers?

What is Hyperion?

Hyperion Created Enterprise Performance Management

A set of processes that help organizations optimize their business performance. It is a framework for organizing, automating and analyzing business methodologies, metrics, processes and systems that drive business performance.
Wikipedia

How Is Hyperion Different from EBS/Peoplesoft/JDE?

EBS / Peoplesoft / JDE are transactional systems Transactional systems

Record business activities

Finance/accounting HR Operations Manufacturing Supply Chain CRM

Used to run the business Gather data to report results

How Is Hyperion Different from EBS/Peoplesoft/JDE?

Hyperion is a Enterprise Performance Management (EPM) system ( EPM ) EPM systems are used to proactively manage the business
Tie operational reporting and analysis to financial plans and reports Provide insight into results Provide relevant, timely and actionable information for better business decision making

What are the Hyperion Products?

Oracles Business Intelligence Foundation Oracle Essbase Oracle Essbase Visual Explorer Oracle Hyperion Financial Reporting, Fusion Edition Oracles Hyperion Web Analysis Oracles Hyperion Interactive Reporting Oracles Hyperion SQR Production Reporting Oracle Fusion Middleware Oracle Hyperion Data Relationship Management Fusion Edition Oracle Hyperion Performance Management Applications, Fusion Edition Oracle Hyperion Planning, Fusion Edition Oracle Hyperion Workforce Planning, Fusion Edition Oracle Hyperion Capital Asset Planning, Fusion Edition Oracle Strategic Operational Planning, Fusion Edition Oracle Hyperion Financial Management, F i M t Fusion Edition Editi Oracle Hyperion Financial Data Quality Management, Fusion Edition
Oracle Hyperion Performance Scorecard, Fusion Edition

10

Essbase

Essbase

Extended SpreadSheet dataBASE

Essbase is THE online analytical processing solution One of the top 10 technology innovations of the decade

Broad B d analytic f l ti functionality ti lit

Drill, pivot, select, compare, rank, sort, filter, calculate, annotate and write back

High-speed reporting of information

Speed of thought

Highly advanced calculation engine

Similar to calculations in Excel on steroids

12

How Essbase Thinks

Multidimensional cubes Dimensions

Common grouping or hierarchy of master data Organization Product Accounts
JAN LA SF PHX LA SF SALES ACTUAL 500 SALES ACTUAL 250 180 MARGIN BUDGET 180 SALES BUDGET 300 MARGIN ACTUAL 400

Multidimensional view

JAN JAN JAN FEB FEB

WEST L.A. S.F. PHX DEN

Actuals

Budget

Sales Margin Sales Margin

13

Flexible-Custom Dimensions

Dimensions are defined by the customer

How should Time Periods look? When does the Fiscal Year begin? How should the Product dimension look? What slices of data do we need to view?

FlexibleCustom Calcs & Business Rules

Similar to calculations in Excel on steroids

Aggregations Allocations Scenario planning Automated business logic Driver based logic 350 functions Financial intelligence Understands expense reporting for variances Time intelligence YTD gg g (headcount) ) Aggregation over time (

Advantages of Hyperion Essbase

Flexible Shared Secure Fast Analytic capabilities drilling, swap rows and columns, columns and more Scalable

16

Solves Analysis and Reporting Challenges

CUSTOMER CHALLENGES Fast Reporting and Analysis Single Version of the Truth Hard to Get Information Hard to Know What to Analyze A l Unmanageable SpreadMarts ROI

RESULTS WITH ESSBASE Results Available Daily Centrally Managed System Speed of Thought Ad-hoc Users Explore Data p SpreadMarts Unnecessary More Productivity

7,000 Users in 2,500 Branches

U.S. Bank is the 6th largest commercial bank in the United States. The company operates 2,522 banking p y p g offices .

Before
Estimated 1,500 homegrown

After
Single, centrally managed

systems to manage branches

No daily branch reporting No daily or weekly forecasting No insight into details

system serving 7,000 users

Daily results available at 9:30

pm eastern same-day
Daily / weekly / monthly

forecasting built into a consistent interface

Integrated drill-through to GL

(and invoice images)

Essbase Demo

A little less conversation, , a little more action please.

- The Great Philosopher, Elvis Presley

19

Hyperion Planning

Hyperion Planning

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 f f t deployment d l for fast d l t Replaces Oracle Enterprise Planning and Budgeting B d ti

Integrated Business Planning Framework

EPM Workspace
CORE FINANCIAL PLANS SPECIALIZED MODULES OPERATIONAL PLANS Sales Planning Marketing Planning

Income Statement

Balance Sheet

Cashflow

Workforce Planning

CapEx Planning

Projects Planning

IT Planning

Hyperion Planning Application Essbase OLAP Server

Data Warehouses

Transactional Systems

Performance Management Applications

Navigate and Enter Data in Planning

Workflow

Solves Planning and Forecasting Challenges

CUSTOMER CHALLENGES Planning Cycle Time Accuracy / Variance Excel Errors Level of Plan Detail Finance Productivity ROI

RESULTS WITH PLANNING 50-82% Time Reduction 65-80% Improvement Replaced 6000+ Spreadsheets 700 Accounts; 60,000 Employees E l 8 FTEs Transferred to Analysis $1.5M Return on Investment

Better Planning at Radioshack

Radioshack is one of the nations most experienced and trusted consumer electronics specialty retailers. The company has a p p y presence through almost 6,000 g , company-operated stores and dealer outlets in the United States, more than 150 RadioShack locations in Mexico and nearly 800 wireless phone kiosks.

Before
Homegrown system Scalable to retail level only Heavy administration

After
Lowered overall system

administration, reducing d i i t ti d i headcount by 20%

Plan at store level Rolling forecasts by store by

SKU which streamlined the production and ordering process maintaining inventory levels

Integration with Planning and SAP at Freescale

Freescale used to be the semiconductor division of Motoral until it was spun off into an independent p p company with billions in revenue and plants worldwide.

Before
Complex, decentralized

After
Integrated data into Essbase

process
Lengthy forecasting cycle Excel model issues Integration with many data

and Planning from PCA, CCA, and BBB modules of SAP

Global planning across the

world with 20 currencies ld ith i

Forecasting down to the part

sources

level for business units

Utilize best practices in

budgeting

Budgeting in a Decentralized Environment at Rexel

Rexel is one of the largest lighting production companies in the world. p

Before
Several company acquisitions Needed a better grasp on

After
Decentralized budgets for the

branch l b h level l
Consolidated budget at the

production numbers
Budget at the corporate level g

corporate level
No additional overhead time

only

added to the process

Rolling forecasts for all

branches

Hyperion Financial Management

Hyperion Financial Management

Accelerates Reporting Cycles and Reduces Costs of Compliance

Patented financial consolidation and reporting features Complete audit trails, workflow and validations Smart Dimensionality Flexible what if scenario management features Powerful, Po erf l reporting and anal sis tools analysis Full integration with ERP and other transaction systems

Solves Global Financial Reporting Challenges

CUSTOMER CHALLENGES Complex Financial Closing Inconsistent Account Structure Financial Data Collection Errors Changing Disclosures Inefficient Filing Process ROI

RESULTS WITH ORACLE 5 Days; 585 Legal Entities; 45 BUs 10 Systems; Reduced by 50% 26 Countries Sustainable Reporting; 150 KPIs KPI 17% Productivity Gain in 10-Qs y 67% with 1.5 Year Payback

First to Report on the Dow Jones

The worlds leading producer of primary aluminum with $23.5 billion in revenues with operations in 43 countries and 350 p locations. Alcoa has over 131,000 employees.

Before
12+ days to close Many analytical technologies Complex reporting and

After
5 days to close Global consolidation across 58

lines of business
Global forecasting and reporting

forecasting processes
Hours to create reports

solution for 1,000+ users

Minutes to access information

End User Experience

Must Haves for End User Presentation

Consistent Easy to use Interactive Flexible Fast Seamless Efficient Thin client / Microsoft Office integration Minimal training required

Reporting & Analysis Needs

Ad-hoc Querying
Easy to use ad-hoc capabilities drag and drop, drill, pivot, filter filt Advanced analytic capabilities like traffic lighting, filtering, etc.

Dashboards
Present key information in dashboard format, including key metrics and graphs Drill / link capabilities to additional detail and information

Standard Reports
Formatted, Formatted printable reports Dynamic reports based on end user selections

Integration with Microsoft Office

Ad-hoc / Dashboards

Interactive Reporting
Ad-hoc Relational queries Dashboards

36

Ad-hoc / Dashboards

Web Analysis
Ad-hoc Dashboards Better Essbase support Analysis focused

37

Standardized Reports

Financial Reporting
Highly formatted financial and operating reports from d ti t f Essbase / Planning / HFM Creates report books and batches Integrated Scheduler

38

Standard Reports

Production Reporting
High volume, enterprise-wide production reports from relational sources

39

Integration with Microsoft Office

Smartview
Add-in for Microsoft Office to access Hyperion and OBIEE products Office products Excel Word PowerPoint Outlook Hyperion p yp products Essbase Planning HFM Reporting tools OBIEE layer as well

40

Solves Reporting, Dashboarding, and Analysis Challenges

CUSTOMER CHALLENGES Multi-source reporting Too many reporting tools Training required p Desktop clients Spreadsheet mania

RESULTS WITH ORACLE All data sources in one interface Single Unified interface end g users Windows-like environment Thin client, web enabled Dynamic reporting

Performance Reporting at USA Drug

USA Drug is a family-owned retail drug store chain and distributor with an extensive controlled label line of merchandise. USA Drug implemented a Performance Reporting application for upper management, district managers, and store management managers managers in Web Analysis. After
Twenty dynamic Web Analysis

Before
SpreadMart of hundreds of
documents

spreadsheets
Inconsistent models Intensive report distribution

Easy-to-use dashboards Significantly reduced hours required

to create, maintain, and distribute reports

Central repository for metrics, data,

process
Distributed security

environment
Heavy maintenance

business rules security rules,

Wow factor
42

ERP Integration

ERP Integration

Oracle is developing out of the box integration to better serve customers who have Oracle GL applications and EPM applications
Planned for CY2008 Provides a business user friendly mapping UI to integrate Metadata and Data from Oracle Financials to the Hyperion EPM products Prebuilt E-Business Suite mapping E Business Drill-back from EPM Applications to source general ledger Current plan is to integrate to EBS 11, then EBS 12 and then PeopleSoft and JDEdwards

44

In Summary

Proven integration between ERPs and the Hyperion suite Hyperion fills in the Enterprise Performance Management / Business Intelligence Gaps
Reporting, Dashboards, and Advanced Analytics Supports all user communities from the experienced to the novice User community workspace / p y p personalization

Oracle is working to make integration very easy

45

Thank you!! Free webcasts Thursday, 11am PST (info@interrel.com) (i f @i t l )

Edward Roske, interRel Consulting: eroske@interrel com Roske eroske@interrel.com Tim Tow, Applied OLAP: timtow@appliedolap.com

46