Hyperion Planning – Delivering Predictable Results Cliff Wu Senior Solutions Consultant
Agenda
• Understanding customer needs • Solving planning issues • Our unique value • Demonstration
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
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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”
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
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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
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
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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
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
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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
Copyright © 2008, Oracle and/or its affiliates. All rights reserved.
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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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