Hyperion Planning

Hyperion Planning Overview Baris Guven Principal Solution Consultant Oracle EPM Solutions EE & CIS Region

Agenda • Enterprise Performance Management • Budgeting & Planning • Deliver Predictable Results

• Introduction to Hyperion Planning • Summary and Questions

Oracle Performance Management Applications Strategic Products DOMAIN

PRODUCTS

Strategic Planning

Hyperion Performance Scorecard Hyperion Strategic Finance Oracle Crystal Ball

Planning & Budgeting

Hyperion Planning Hyperion Workforce Planning Hyperion Capital Asset Planning Oracle Integrated Operational Planning

Financial Close Management

Hyperion Financial Management Hyperion Financial Data Quality Management

Cost and Profitability Management

Oracle Hyperion Profitability and Cost Management, (July 2008) PeopleSoft Activity Based Management Oracle EBS Profitability Management Oracle OFSA



Deliver Predictable Results: Integrate Strategic, Financial & Operational Planning

How Does One Build the Budget?

“Repeat 4. Managementthis cycle until either the 1. Finance reviews the creates the forms management team is happy with the budget and .. budget or budget managers lose their will to live” 3. Finance aggregates the budget

2. Managers input their dataGartner by accounting period

Planning and Budgeting Challenges • Time – takes too long, results obsolete • Quality – political/negotiation, not reflective of business • Cost – many wasted resources, dubious benefits • Flexibility – lack of responsiveness to changes

Senior Management

FP&A Group

Dept A

Dept B

Dept C

Budgeting & Planning Shortens Planning Cycles and Improves Business Predictability • Powerful workflow and process management • Intuitive interface • Robust data integration • Unmatched reporting and analysis capabilities • Scalable Web infrastructure • Special-purpose planning modules for fast deployment…..

Workforce Planning Improves Headcount, Salary and Compensation Planning • Packaged solution for quick implementations • Plan salary and other compensation at any level • Add, edit and delete employees and new hires • Pre-defined or custom calculations for taxes, etc. • Integrates actuals from HR systems • Test scenarios in real-time for impact analysis

Capital Expense Planning Improves Planning the Acquisition, Lifecycle Management, and Retirement of Capital Assets • Packaged solution • Customizable • Plan for asset purchases and asset related expenses • Transfer, retire, and improve assets • Directly linked to main plan • Interfaces with external systems

Microsoft Office Integration Enables Enhanced Offline Planning • MS Excel add-in allowing access on or off-line • Develop budgets, plans and forecasts and calculate impact anywhere (on/off line) • Users download forms to Excel • Manipulate data just like the full web client • Synchronize to server when ready

Strategic & Long Range Planning Extensive Strategic Financial Modeling in One Environment • • • • • •

Funding Options Debt Scheduler “What If” Analysis Toolkit “Deal Period” Functionality Analyze Trail Feature Freestyle Reporting



A quick Introduction to

Hyperion Planning

Login and Navigation

Every user logins by a Single Sign-on password through a web-based interface

By navigating through Workspace a user can reach his tasks, reports, documents and all Hyperion applications

Users do not have to shuffle between applications or hunt and peck from one tool to the next to get their job done