Introduction to Hyperion Planning

Transcription

1 <Insert Picture Here> Introduction to Hyperion Planning Kai Wong Sales Consultant NorCal OAUG Jan/2010

2 Agenda Understanding customer needs Solving planning issues Our unique value Demonstration Summary and questions Copyright 2008, Oracle and/or its affiliates. All rights reserved. 2

3 How does One Build the Budget? Management reviews the budget and Finance creates the forms Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live Gartner Finance aggregates the budget Managers input their data by accounting period Copyright 2008, Oracle and/or its affiliates. All rights reserved. 3

4 <Insert Picture Here> What Are the Challenges? Planners like you, say High processing time due to lack of strategic guidance and missing link between financial and operational plans Low plan accuracy (variance accuracy) due to inaccurate data Limited level of detail for the budget High number of Excel sheets that need maintenance Need to expand to: rolling forecasts, operational planning, investment planning, bulk updates, pre-built depreciation calculations, version control Copyright 2008, Oracle and/or its affiliates. All rights reserved. 4

5 <Insert Picture Here> Solving Planning Issues How? Copyright 2008, Oracle and/or its affiliates. All rights reserved. 5

6 Capital Planning Strategic Planning Operational Planning Revenue / P&L Planning Rolling Forecasting Project Planning Enterprise Planning Integrated Business Planning ONE Budgeting Planning Platform Organization-wide Planning Capacity Planning Closed-loop Budgeting Copyright 2008, Oracle and/or its affiliates. All rights reserved. 6

7 Most Complete EPM System Oracle EPM System EPM Workspace Strategic Planning Planning & Forecasting Financial Close Profitability Management Data Validation and Management Oracle, Siebel, PeopleSoft, SAP, Custom Data Warehouse Data Mart Other Systems Excel XML Copyright 2009, Oracle and/or its affiliates. All rights reserved. 7

8 Hyperion Planning Shortens Planning Cycles and 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 for fast deployment Copyright 2008, Oracle and/or its affiliates. All rights reserved. 8

9 Oracle s Hyperion Planning Delivering Predictable Results Accuracy one planning platform for all the modules, improving processing time and accuracy, as well as reducing the maintenance overhead Performance Essbase, award winning OLAP engine, boosting the scalability and performance of any planning application Simplicity one reporting workspace enabling real time, side-by-side planning, forecasting and analysis Copyright 2008, Oracle and/or its affiliates. All rights reserved. 9

10 Fundamental Capabilities CAPABILITY Planning and Analysis Modeling What-if Collaboration Top-down/Bottom-up DETAIL Fully embedded into BI and Microsoft Office for real-time reporting and analysis The ability to model at the operational level, assessing impact to the overall strategic plan See the business impact of changing business drivers to make intelligent decisions Technology that allows the entire user community to communicate and plan in real time as well as offline Bi-directional planning capabilities to promote accuracy and accountability Copyright 2008, Oracle and/or its affiliates. All rights reserved. 10

11 Oracle Hyperion Planning Demonstration Copyright 2008, Oracle and/or its affiliates. All rights reserved. 11

12 Oracle s Hyperion Planning Delivering Predictable Results Accuracy one planning platform for all the modules, improving processing time and accuracy, as well as reducing the maintenance overhead Performance Essbase, award winning OLAP engine, boosting the scalability and performance of any planning application Simplicity one reporting workspace enabling real time, side-by-side planning, forecasting and analysis Copyright 2008, Oracle and/or its affiliates. All rights reserved. 12

13 Fundamental Capabilities CAPABILITY Planning and Analysis Modeling What-if Collaboration Top-down/Bottom-up DETAIL Fully embedded into BI and Microsoft Office for real-time reporting and analysis The ability to model at the operational level, assessing impact to the overall strategic plan See the business impact of changing business drivers to make intelligent decisions Technology that allows the entire user community to communicate and plan in real time as well as offline Bi-directional planning capabilities to promote accuracy and accountability Copyright 2008, Oracle and/or its affiliates. All rights reserved. 13

14 Delivering Predictable Results 1 Unique Value Accuracy Performance Simplicity 2 Customers Over 3000 clients ROI 3 Next Steps Discovery session Copyright 2008, Oracle and/or its affiliates. All rights reserved. 14

15 Copyright 2008, Oracle and/or its affiliates. All rights reserved. 15

16 Copyright 2008, Oracle and/or its affiliates. All rights reserved. 16