HyperionPlanningDemo1241582061

Hyperion Planning – Delivering Predictable Results Cliff Wu Senior Solutions Consultant

Agenda

• Understanding customer needs • Solving planning issues • Our unique value • Demonstration

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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”

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Challenges Solved…

CHALLENGE

VARIOUS RESULTS AFTER IMPLEMENTING ORACLE’S HYPERION PLANNING

Process time reduction

50-82% time reduction

Improved accuracy (variance)

65-80% improvement in accuracy

Increased visibility into the budget

700 accounts and over 60,000 employees

Number of Excel sheets replaced

2000+ Excel spreadsheets

Number of full time employees transferred to analysis

8 FTE transferred from budget to analysis

ROI

$1.5M return on investment

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.

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Oracle’s Hyperion Planning – Delivering Predictable Results • Accuracy – one planning platform, improving processing time and accuracy, as well as reducing the maintenance overhead • Performance – Essbase, award winning OLAP engine, delivering scalability and performance for driver-based plans • Easy to Use – one reporting workspace enabling real time planning, forecasting and analysis

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Hyperion Planning Shorten Planning Cycles and Improve 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.

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Hyperion Workforce Planning Improve 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

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Hyperion Capital Expense Planning Improve 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

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Hyperion Smart View™ for Office Intuitive Ad-hoc Analysis and 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

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Integrated Reporting and Analysis Quick Insight into Budget Status and Variances

• Sophisticated ad-hoc analysis • Production quality financial statements reporting • Easy and quick to build reports • Leverage report template repository across entire organization • On demand, real-time or batch reporting • Automatically apply budget model changes

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Market Leading Performance Management Applications EPM WORKSPACE

Desktop

Web

Search

Alerts

Office

Mobile

PERFORMANCE MANAGEMENT APPLICATIONS Strategy Management

Business Planning

Profitability Management

Financial Reporting & Compliance

BIBIApplications Applications

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Systems

Data Warehouse Data Mart

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

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

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Demonstration

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Questions? E-mail: [email protected]

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