Introduction to Oracle Hyperion Planning

Robert Cybulski, CPA Ed DeLise

Finit Solutions Finit Solutions

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Agenda
• Introduction
• Planning Challenges
• Hyperion Planning
• Data Integration Overview
• Suite of Oracle Planning Products

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• 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.

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Sample Clients –
All Clients are References
How does One Build the Budget?

• Management • Finance
reviews the creates theGartner
“Repeat this cycle
budget until either the management forms
and…
team is happy with the budget or budget
managers lose their will to live”

• Finance • Managers
aggregates input their
the budget data by
accounting
period
 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”
 Shortens Planning Cycles

Improves Business Predictability

Leverages Intellectual Capital

Enterprise Performance Management System

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Financial Performance Management Applications

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 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
Hyperion
Planning
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.

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Integration with Oracle Fusion EPM Platform

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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.)

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End user task lists

•Task lists detail

current status and
steps needed to
complete the
different processes.

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End user task lists cont.

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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.

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Web Forms Cont.
•Data can be
adjusted (increase /
decrease by
amount, percent)
and spread.
•Check totals to
targets can provide
feedback.

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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.

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Supporting Detail

•Supporting detail
can provide textual
information behind
assumptions,
changes or data
elements.

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Web Analysis

•Web Analysis
dashboards for ad-
hoc, dashboard
analysis.

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Financial Reporting

•Financial Reporting
for highly formatted
presentation style
reports.

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 Oracle Hyperion
Workforce Planning
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.
Oracle Hyperion Capital Asset
Planning
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.
Data Integration Options
Movement
Data access, integration and
transformation

Reference – Enterprise Wide

Master data manipulation, validation
and synchronization

Reference – Hyperion Suite

Master data synchronization

Quality
Critical information collection,
mapping, verifying and auditing
Oracle Planning
Products
 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
Oracle Hyperion
Strategic Finance
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.
 Oracle Hyperion
Integrated Operational
Planning
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.
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.
 How to Reach Us
Ed DeLise
678-296-3611
edelise@finitsolutions.com

Rob Cybulski
215-880-2025
rcybulski@finitsolutions.com

www.finitsolutions.com