planning lancio talleyrand aprile 2010

What’s new in Oracle EPM System

Planning and Cost Management

Edoardo Bacchini

Nicola CiapponiSales Consulting EPM

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

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Agenda

Why is this release important?

Hyperion Planning 11.1.2

Summary of Key Features

New Modules & Reporting

Hyperion Profitability and Cost Management 11.1.2

Hyperion Strategic Finance 11.1.2

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Why is the release

important?

Why is this release important?Hyperion Planning 11.1.2

1. HPLN is the strategic planning platform within Oracle

• Largest number product enhancements over the last 5+ years

2. Major enhancements in key product areas

• Web UI sophistication

• Process Management / Workflow

• Depth of support for MS Office

3. New module: Hyperion Public Sector Planning &

Budgeting

• Public Sector Market

• Related markets such as Healthcare and Higher Education

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Hyperion Planning 11.1.2

Themes

End User Experience

Workflow

Office

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End User Experience

Improved usability in web forms

Sorting and Filtering, Ad hoc on the Web, Menus at cell level

and Personalized Data Forms

Traffic Lighting, Data driven visual exceptions and Validation

notifications

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End User Experience

Increased flexibility

Enhanced Composite Forms

Area size manager

Multi Tab

Titles

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End User Experience

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New Member Selector: Ad-hoc filtering, flexible display

End User Experience

Reporting cube integration

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Workflow

Increased granularity in the Planning Unit definition

Add one more dimension to entities

Support different process management organization by

scenario / version

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Workflow

Pre defined promotional path

Automatically find the next owner

Flexibility : Take ownership, multi select actions, out of office

Data driven promotional path

Support matrix organization

Dynamically add reviewers based on data

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Microsoft Office

Excel: Allow Planners to perform Planning tasks in

familiar MS Office environment

Task Based Workflow

Traffic Lighting & Data Validation

Process Management

Composite Forms

All key Planning web capabilities available within Office

Outlook

Manage Planning task through Outlook tasks

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Outlook: Task Based Workflow

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Outlook: Task Based Workflow

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User’s Task Lists are available in Excel.

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Right click menus enable users to access planning options with a single click. Parity to web features.

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Cell level menu options to add supporting details, cell text/document attachment and drill back to source.

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Data validations and color coding. No coding required.

Validation Messages based on excel column cell reference

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Composite forms appear as tabs and share a common drop down point of view.

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Plan submission from excel. Validation rules can be applied to require additional approval levels. Promotional path visualized.

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Users can promote/approve budget or set ‘Out of Office’ message and delegate another user for process management from Excel.

Users can promote/approve

budget or set ‘Out of Office’

message and delegate

another user for process

management from Outlook.

Plan can be taken offline by using the SmartView panel.

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Single click to perform ad hoc analysis.

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SmartView Home

• Option to display at start up

• Displays users connections

• Displays most recently used documents

• Pin Important tasks

Budget Books

• Define a budget book with sections and subsections with a table of contents

• Financial Reports, MS Word, HTML, PDF and other file types as sections or attachments in the Book

• Generate the book in PDF output or a static HTML web site

• Templates will be provided for HTML layout and page customization

• BI Publisher support

• Support table of contents edits and web-site navigation links

• Leverage book printing options in workspace

• Built in search capability for HTML output

• Integration with Document Management System (Stellent)

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New Modules

Public Sector Planning & Budgeting

Balance Sheet Planning – Banking Model

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Public Sector Budgeting

Budget by position, by employee,...or both!

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Oracle Balance Sheet Planning

Enabling Financial Services

Institutions to budget for a full

balance sheet and the associated Net

Interest Income Based on Cash

Flows

Cash Flow Balance Sheet & Net Interest

Margin Planning

Built on top of Hyperion Planning,

leveraging Essbase and User Interface

Separate Hyperion Planning Module

(Like CAPEX & Workforce)

Integration with Hyperion CapEx and

Workforce Planning

Integrated with Oracle Financial Services

Profitability Management, Funds

Transfer Pricing, and ALM

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Hyperion Profitability

and Cost Management

11.1.2

User Managed Profitability and Costing

Models

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• Determine which products /

customers / services are

PROFITABLE and which are not

• Discover which DRIVERS impact

Costs and Profitability

• Flexible and powerful profitability

reporting and ANALYSIS

• MODEL scenarios to evaluate action

for improving profitability

Business Users Define Stages of Allocation

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Business Users Control Definition of

Allocation Methods

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Business Users Control Definition of

Assignment Rules

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Profitability Management Provides a

Business View

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Product Profitability by

Customer

Customer Profitability by

Product

Profitability and Cost Management 11.1.2

What’s New

Common Look and Feel

Color Scheme & Tabs

User Interface Enhancements

Improved Modeling Experience

Dimension Member Selection Persistence

Trace Allocations

Model Validation

Data Transfer

LCM Enhancements

New HPCM Functionality

Genealogy Improvements

Standard Basis Drivers

Sequence Priority Drivers

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Hyperion Strategic

Finance 11.1.2

Long-term Planning, Corporate Development

and Treasury in a Single Model

• Integrated financial statements

• Project shareholder value

• Run unlimited scenarios

• Consolidate multiple business combinations

• Evaluate strategic projects

• Simulate effects of M&A

• Debt Scheduling

• Optimize capital structure

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Strategic Finance 11.1.2 What’s New

Enhance Extended Analytics to push consolidation

structure information

This enhancement to HSF provides access to the

consolidation metadata to allow customers to perform further

custom analysis.

Expand Localization Support

HSF now supports 13 languages.

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