CLOUD CURIOUS Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting

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2 CLOUD CURIOUS Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting Presented to: Date: Atlanta OAUG August 28, 2015

3 Agenda Introduction PBCS Introduction Roadmap Migrating from On Premise to PBCS EPRCS Introduction Roadmap Conclusion 3

4 Introduction 4

5 CheckPoint Consulting Oracle Platinum Partner Focus on EPM Installation / Hosting Methodology 5

6 Deanna Sunde Practice Leader, Planning, Forecasting and Business Analytics Oracle/Hyperion EPM Background Have implemented Hyperion products for 15 years Certified on Planning and Essbase Finance Background Accounting/Financial management at Princess Cruises 10 yrs MBA in Finance, CPA (Inactive), BS in Economics User Group Participation Former Pres. of ODTUG Hyperion SIG (BOD member ) Planning Track Lead for KScope14 (Committee member Kscope13-15) Graduate of ODTUG Leadership Program Speaker at many ODTUG and OAUG user conferences Member of SROAUG BOD for 6 years 6

7 Safe Harbor Statement 7

8 PBCS Introduction 8

9 Pain Points Support costs Down times Lack of agility Lagging data 9

10 Moving to the Cloud 10

11 Why Cloud? 11

12 Oracle Hyperion Planning On Premise 12

13 Cloud Adoption as of May 31,

14 World Class Planning with the Simplicity of the Cloud 14

15 Fast Adoption Intuitive role based interface, mobile ready Virtually zero training with built-in starter kits and online tutorials Create once consume on Web, Mobile and MS Office Application diagnostics with governors to simplify administration 15

16 First in Class Functionality Intuitive web interface with full MS Office integration Built-in management reporting capabilities Extensive spreadsheet integration for efficient data entry and set up Flexible workflow and plan management capabilities Out of the box support for best practices such as rolling forecast, multi-currency 16

17 Flexible Deployment Integrate data from Oracle and other ERP systems Move easily across on premises and cloud models Leverage existing IT investments 17

18 Dashboard 18

19 Dashboard 19

20 Task Lists 20

21 PBCS Roadmap 21

22 PBCS Plans 22

23 CY15-16 Planning Roadmap 23

24 PBCS Enterprise 24

25 Financial Statement Planning 25

26 Best Practice Planning Content Out-of-the-Box Out of the box content Drivers & KPI s Calculations Forms Reports Best Practices built-in Configurable Automatically upgraded by Oracle Dashboards 26

27 Migrating from On Premise to PBCS 27

28 Scoping How many applications will be migrated to PBCS? Each PBCS application may have multiple databases (including ASO) and still maintain performance If more than one application, may require more than one PBCS instance Do these applications interact with HFM/Essbase applications? Number of forms Number of business rules BR s must be migrated to Calc Manager Number of calc scripts Metadata load process PBCS does not support EPMA (yet) Bat/maxl Review what they are doing and how they would be done in PBCS Scripts cannot reference network objects There is no EAS in PBCS Number of FR reports Drill through? BI? 28

29 Migrating from On Premise to PBCS Version PBCS starts at version Applications must be migrated/upgraded prior to uploading to PBCS Migrate from BR to Calc Manager (if not already done) Cleanup your apps prior to uploading to PBCS HIGHLY RECOMMENDED Forms, BR s, calcs, security LCM May be used to export from on premise and load into PBCS 29

30 Calc Manager Business Rules are used in implementations prior to version From version through either Business Rules or Calculation Manager rules may be used with Planning Classic application Business Rules or Calculation Manager is selected when the Planning application is created As of version the only option is Calculation Manager 30

31 Business Rules vs Calc Manager Business Rules Accessed through EAS Business Rule At db level (multiple apps/dbs) Variables Global Local to the Rule Macro Sequence At server level Can include multiple applications Can include Essbase applications Project Calculation Manager Accessed through Workspace Rule At db level (one app one db) Variables Global Application level Plan Type level Local to the Rule Template At database level Rule Set At application level Cannot include multiple applications Cannot include Essbase applications Folder structure in Planning Project folders 31

32 EPRCS Introduction 32

33 Enterprise Performance Reporting Cloud Services (EPRC) Addresses internal and external reporting requirements Narrative based management reporting and external disclosures in one solution Complete: authoring, collaboration, commentary and delivery Secure: role-based, auditable access on desktop and mobile devices Enterprise Grade: security, high availability, scalability Fully managed: patched, backed up, upgraded by Oracle Owner, author and approvers Check-out, check-in process by doclet Microsoft Word output (PowerPoint in near future) Multi-dimensional engine to (optionally) store data in the cloud for Report Packages and powerful analytics with Smart View 33

34 EPRCS 34

35 Report Center 35

36 Report Example 36

37 Library 37

38 Smart View 38

39 Use Case Examples Internal monthly/quarterly business performance review documents Board books Business briefing documents Business unit or divisional performance review documents External annual/quarterly reports Stockholders Regulatory agencies Sustainability i.e. carbon footprint reporting for internal or external reporting purposes 39

40 Use Case Examples (cont.) Project updates Capital projects Contracts Long term initiatives Any published document that: Is part of a regular process cadence (weekly, quarterly, annually) Incorporates data from enterprise systems Includes narrative commentary in addition to numbers and charts Narrative commentary needs to be authored by multiple people in collaboration 40

41 EPRCS Roadmap 41

42 EPRCS CY15-16 Roadmap 42

43 Questions 43

44 Deanna Sunde Practice Leader, Planning, Forecasting and Business Analytics CheckPoint Consulting Blog