Hyperion Planning - Finit Solutions

(1)

9/16/2013 1

Introduction to Oracle Hyperion Planning

Robert Cybulski, CPA

Finit Solutions

Ed DeLise

(2)

Agenda

• Introduction

• Planning Challenges

• Hyperion Planning

• Data Integration Overview

(3)

9/16/2013 3

• 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.

(4)

Sample Clients –

(5)

How does One Build the Budget?

• Management reviews the budget and… • Finance creates the forms • Managers input their data by accounting period • Finance aggregates the budget

“Repeat this cycle until either the management

team is happy with the budget or budget

managers lose their will to live”

(6)

“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

(8)

Enterprise Performance Management System

(9)

9/16/2013 9

Financial Performance Management Applications

(10)

Application Foundation Analysis and Reporting

Goal Setting

Financial Modeling

Financial Planning & Budgeting

Strategic Operational Planning

Functional Operational Planning

Functional Execution

Business goals

Long Range Targets

Annual Targets

Operational Policies

Execution Plan Execution Status

Baseline Plans Aligned Plans

Integrated Business Plan Metrics and Scorecards

(11)

Hyperion

Planning

(12)

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.

(13)

9/16/2013 13

Integration with Oracle Fusion EPM Platform

(14)

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.)

(15)

9/16/2013 15

End user task lists

•Task lists detail current status and steps needed to complete the

(16)

End user task lists cont.

(17)

9/16/2013 17

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

(18)

Web Forms Cont.

_{•Data can be} adjusted (increase / decrease by amount, percent) and spread. •Check totals to targets can provide feedback.

(19)

9/16/2013 19

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.

(20)

Supporting Detail

•Supporting detail can provide textual information behind assumptions,

changes or data elements.

(21)

9/16/2013 21

Web Analysis

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

(22)

Financial Reporting

•Financial Reporting for highly formatted presentation style reports.

(23)

Oracle Hyperion

(24)

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

(26)

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)

Movement

Data access, integration and transformation

Quality

Critical information collection, mapping, verifying and auditing

Reference – Enterprise Wide

Master data manipulation, validation and synchronization

Reference – Hyperion Suite

Master data synchronization

(28)

Oracle Planning

Products

(29)

29

Application Foundation Analysis and Reporting

Goal Setting

Financial Modeling

Financial Planning & Budgeting

Strategic Operational Planning

Functional Operational Planning

Functional Execution

Business goals

Long Range Targets

Annual Targets

Operational Policies

Execution Plan Execution Status

Baseline Plans Aligned Plans

Integrated Business Plan Metrics and Scorecards

(30)

Oracle Hyperion

Strategic Finance

(31)

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

(33)

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

(34)

(35)

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

(36)