Hyperion Upgrade To System 9

Why Upgrade to Oracle/Hyperion System 9
Peter Murray Sales Engineer Ranzal Chris Rusch - Director of Business Development Ranzal
Agenda
Introductions What is Hyperion System 9 pre/post Oracle?
Why Move to Hyperion System 9:
Workspace & Foundation The Big Five for Planning
Why Move to Hyperion System 9 Essbase and BI+

New Features: Hyperion System 9.3 AutoTrader.com Migration to System 9 Planning Q&A
Insert Presentation title
Page 2
Lions are 2-0!
Page 8
Challenges to Strategy Execution

The Vision Barrier Only 5% of the work force understands the strategy The People Barrier Only 25% of managers have incentives linked to strategy 9 of 10 companies fail to execute strategy The Management Barrier 85% of executive teams spend less than one hour per month discussing strategy
The Balanced Scorecard, Dr. Bob Kaplan
60% of organizations dont link budgets to strategy The Resource Barrier

1999 The Balanced Scorecard Collaborative, Inc. All rights reserved.
Page 9
The Name of the Game Is?

Four Qtrs Offense
Operating Revenue Operating Expense EBIDA Int Expense Depr/Amort Income from Op Taxes Net Income
Defense
Qtr 1 1000 800 200 50 23 137 75 62
Qtr 2 2000 1900 100 25 25 50 65 -15
Qtr 3 3000 2300 700 50 25 625 200 425
Qtr 4 2000 1900 100 50 25 25 15 10
Penalties
Score
Winning & Losing
Page 10
Need for Performance Visibility

Regulatory Requirements
Reporting & Controls Overhead
Complex Organizations
Unreliable Plans & Forecasts
Earnings Expectations
Pressure on Profitability
Fragmented Systems
High Cost of Information Access
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Have we Seen this Before?
Set Goals Align Insight Performance Action Report Analyze Monitor Plan
Comprehensive Hot-Pluggable Pervasive
Page 13
The Barriers to a Broader View

MULTIPLE ROLES DIFFERENT METRICS AD-HOC PROCESS DISPARATE BI TOOLS AND REPORTING SYSTEMS FRAGMENTED DATA SOURCES
GOAL
FINANCE
EBITDA
FINANCE
?
HUMAN RESOURCES
HIRING QUALITY
Multiple ERP
PLAN
OPERATIONS
?
MARKETING
BRAND
Multiple SUPPLY CHAIN Multiple DATA WAREHOUSES
MODEL
?
PLANNING
CUSTOMER SERVICE
SERVICE LEVELS
Multiple LEGACY APPLICATIONS
ANALYZE Multiple POINT APPLICATIONS
?
EXECUTIVE
COMPANY HEALTH
REPORT
Page 14
Our BPM Vision: Pulling It All Together

MULTIPLE ROLES MANAGE SPECIFIC METRICS SINGLE PROCESS
SINGLE BPM SYSTEM
ACCURATE MASTER DATA
INTEGRATION TO ALL RELEVANT DATA
Hyperion SYSTEM 9 FINANCE

FINANCE
EBITDA
GOAL
Planning Multiple ERP Financial Mgmt & Control
OPERATIONS
HUMAN RESOURCES
PLAN
HIRING
Multiple SUPPLY CHAIN Analytics
MODEL MARKETING
BRAND
ANALYZE
SLA
Multiple LEGACY APPLICATIONS
PLANNING
CUSTOMER SERVICE
Query & Reporting
REPORT EXECUTIVE
HEALTH
Multiple POINT APPLICATIONS
Hyperion SYSTEM 9
While Evolving a BPM System

MULTIPLE ROLES MANAGE SPECIFIC METRICS SINGLE PROCESS
SINGLE BPM SYSTEM
ACCURATE MASTER DATA
INTEGRATION TO ALL RELEVANT DATA
Hyperion SYSTEM 9
FINANCE
EBITDA
GOAL Multiple ERP
HUMAN RESOURCES
PLAN
HIRING
Workspace Multiple SUPPLY CHAIN BI Platform Multiple LEGACY APPLICATIONS
MODEL MARKETING
BRAND
Management Applications
ANALYZE CUSTOMER SERVICE

SLA
Foundation Services
REPORT EXECUTIVE
HEALTH
Multiple POINT APPLICATIONS
Hyperion SYSTEM 9
What is Hyperion System 9?

Hyperion System 9 is the most comprehensive performance management solution ever and the first to integrate financial management applications with a business intelligence platform into a modular system that shares a common set of foundation services and is accessed through a single Workspace.
Applications+
BI+
Data Management Services
Foundation Services
Workspace
Customer Services
Page 17
Why Move to Hyperion System 9: Workspace & Foundation

One client
Single, web-based thin client to deploy, train, and use
Consistent user experience

Work the way you work Any report, task, or activity Alerts and Monitoring
Advanced Office integration Manage Users, Security, License, and Maintenance from a single point
Single user provisioning Common security Centralized license management
Single repository for all documents Searchable by Google OneBox

Benefits of Hyperion System 9 Common to All Modules

Simplify Increases User Productivity
EPM Workspace Self service report & dashboard creation Seamless integration and interaction with MS Office
Standardize Lowers Cost of Ownership
Integrated BI Platform & Financial Management Applications Common Foundation Services Standards-based, massively scalable architecture
Synchronize Reduces Business Risk
Data Relationship Management (MDM) Automated impact management
Page 20
Enterprise Performance Management System Integrates Transaction, Intelligence, Financial Systems

Modeling Planning & Budgeting Financial Management Financial & Statutory Reporting Metrics & Scorecards
Financial Performance Management
Enterprise Performance Management System
Transactional Systems
Operational BI Systems
Business Intelligence
Sales & CRM
Financials
Supply Chain
HR
Procurement
Data Warehouse
Data Integration
Query & Analysis
OLAP
Dashboards
Enterprise/ Operational Reporting
Alerts & Workflow
Page 21
Oracles Enterprise Performance Management System

Web Office Desktop Mobile
Embedded in Applications
Financial Performance Management Applications
Operational BI Applications
Business Intelligence Foundation Fusion Middleware
OLTP & ODS Systems
Data Warehouse Data Mart
Essbase
SAP, Oracle, Siebel, PeopleSoft, Custom
Excel XML
Business Process
Page 22
Most Comprehensive Suite of Financial Performance Management Applications

Embedded in Applications
Web
Office
Desktop
Mobile
Common Workspace, Reporting & Analysis Tools Strategic Planning Planning & Budgeting Financial Close Mgmt. Cost and Profitability Mgmt.
Oracle BI Foundation
Page 23
The Big Five: Planning post Oracle
5 4
Latest BI+ Reporting Tools
Common user provisioning across all product components

Integration with the EPM Workspace EPM Architect SmartView for Office
Page 25
3 2
1
EPM Workspace Integrates Management Processes into a Common Environment

Single sign on Planning and HFM process integration User interface filtered by security Tabbed view of content
One place for applications, reporting

and administrative content
Page 26
EPM Architect: Centrally Manage and Synchronize EPM Applications
Page 27
EPM Architect Simplifies This Problem

Financials
Hyperion HFM SAP G/L Hyperion Enterprise
DB's
Custom Process Custom Process
Essbase Reporting Applications

Corp Exec
Total Corp LOB 1 LOB 2 LOB 3 LOB 4
User Tools Excel Add-in, Analyzer...

Hyperion Analyzer
Sub1
Sub2
Sub3
EXECUTIVE DASH BOARD
Hyperion Enterprise Legacy G/L
Costing
Pricing
Sales
Files Plan/Forecast Actuals
Essbase Excel Add-in
AD HOC ANALYSIS
Planning Applications
SAP HR Oracle FA Oracle FA Internal Billing Fixed Assets Fixed Assets Custom Process Custom Process
Payroll & H/R Planning Retail Product
CORP SEC
Hyperion Reports Planning Excel Addin Planning Web Forms
REPORTS
AD HOC ANALYSIS
Fixed Assets
DB's
Metadata & Planning Data
TOT CORP
PLANNING TOOLS
Files
Internal Billing IT
Executive Adjust.
Back Feeds to G/L
Budgeting Sources
Marketing Sales
Back Feeds to Other Systems
EPM Architect
Meta Data Synchronization Data Synchronization Business Rules Life Cycle Management
Salary Plan
Statutory Reporting
Revenue Plan
Expense Plan
Mgmt Reporting
Page 29
Enhanced Offline Planning with Smart View for Office 9.3

Offline Planning planning on the go
Single MS Excel add-in

Users download Planning forms to Smart View Download and Execute Business Rules in Offline mode Re-synchronize to server when ready
Page 30
Planning Roadmap Focuses on EPM System Components and New Planning Modules
Hyperion Planning System 9
EPM Architect Enhancements
Common Calc Manager
Lifecycle Management
Planning for Banking Delegated User Management & Admin
Hyperion Strategic Finance System 9

Smart View Integration Strategic Finance, Performance Scorecard Integration with Crystal Ball
Oracle Platform Integration

Identity Management, Portal, BI Tools Integration with operational planning modules
Page 31
Why Move to System 9 BI+
Essbase and Reporting
Demystifying The Names: BI+

Pre Hyperion System 9 Names Hyperion System 9 Modules
Hyperion System 9 User
Hyperion Intelligence Hyperion SQR Hyperion Reports Hyperion Analyzer Hyperion Essbase Aggregate Storage Option Hyperion Essbase Block Storage Option Hyperion Metrics Builder Hyperion Interactive Reporting Hyperion Production Reporting Hyperion Financial Reporting Hyperion Web Analysis
New
Hyperion Enterprise Analytics

Hyperion Essbase Analytics Hyperion Enterprise Metrics
Foundation
New
Page 33
The Big Five: Essbase
5 4
Role-based user licensing
SmartView for Office Options pre-bundled
3 2
1
Single user-license across all BI+ Tools

More flexible deployment model
Page 34
Why Move to System 9 BI+ Financial Reporting?

Benefits Lowers deployment and integration costs
Improves user productivity Provides greater deployment flexibility
Highlights Access SAP BW data

Embed content from other Hyperion System 9 modules and third-party tools Support for HP-UX and Linux
Licensing One BI+ user license for all tools
Page 35
Why Move to System 9 BI+ Essbase Analytics?

Highlights Duplicate member names

Advanced relational access and improved drillthrough scalability Real-time scoring Aggregate Storage Option restructuring Query processing improvements and better data compression in Aggregate Storage Option EDS clustering, failover, high-availability
Page 36
Why Move to System 9 BI+ Web Analysis?

Highlights Access SAP BW data

Export Web Analysis content to Interactive Reporting Support for Analytics Integration Services (previously Essbase Integration Services) drill-through to URL
Page 37
Why Move to System 9 BI+ Interactive Reporting / Production Reporting?

Highlights New BPM Workspace

Thin client report authoring OLAP to BQY to embed Relational and Multidimensional content into the same document Hyperion Smart View for Office New impact management option Unified repository services

Power-users get access to the Dashboard Studio component
New Features: System 9.3
Page 39
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Page 41
SmartSpace Gadgets Bring Management Processes to the Desktop
Page 42
Capital Expense Planning Application New with Planning 9.3

Packaged application Plan for asset purchases and asset related expenses Transfer, retire, and improve assets Directly linked to main plan Interfaces with external systems
Page 43
Summary
Simplify Increases User Productivity
EPM Workspace Self service report & dashboard creation Seamless integration and interaction with MS Office
Standardize Lowers Cost of Ownership
Integrated BI Platform & Financial Management Applications Common Foundation Services Standards-based, massively scalable architecture
Synchronize Reduces Business Risk
Master Data Management Automated impact management
Page 44
Many Forums to Learn More

Receive continued support for user group meeting promotion and planning
Learn from Oracle product experts who will provide product strategy and development updates through a series of road shows this Fall
Join other Oracle customers at Oracle Open World and COLLABORATE 08, the Technology and Applications Forum for the Oracle Community
Page 45
My prediction:
Lions 28 Eagles 17
Page 46
Questions?
?
Page 47
? ?

Hyperion Upgrade To System 9

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Why Upgrade to Oracle/Hyperion System 9

Why Move to Hyperion System 9 Essbase and BI+

Insert Presentation title

Lions are 2-0!

Insert Presentation title

Challenges to Strategy Execution

The Balanced Scorecard, Dr. Bob Kaplan

60% of organizations dont link budgets to strategy The Resource Barrier

Insert Presentation title

The Name of the Game Is?

Qtr 1 1000 800 200 50 23 137 75 62

Qtr 2 2000 1900 100 25 25 50 65 -15

Qtr 3 3000 2300 700 50 25 625 200 425

Qtr 4 2000 1900 100 50 25 25 15 10

Winning & Losing

Insert Presentation title

Need for Performance Visibility

Have we Seen this Before?

Comprehensive Hot-Pluggable Pervasive

Insert Presentation title

The Barriers to a Broader View

Multiple SUPPLY CHAIN Multiple DATA WAREHOUSES

Multiple LEGACY APPLICATIONS

ANALYZE Multiple POINT APPLICATIONS

Insert Presentation title

Our BPM Vision: Pulling It All Together

SINGLE BPM SYSTEM

ACCURATE MASTER DATA

INTEGRATION TO ALL RELEVANT DATA

Hyperion SYSTEM 9 FINANCE

Planning Multiple ERP Financial Mgmt & Control

Multiple SUPPLY CHAIN Analytics

Multiple LEGACY APPLICATIONS

Query & Reporting

Multiple POINT APPLICATIONS

While Evolving a BPM System

SINGLE BPM SYSTEM

ACCURATE MASTER DATA

INTEGRATION TO ALL RELEVANT DATA

GOAL Multiple ERP

Workspace Multiple SUPPLY CHAIN BI Platform Multiple LEGACY APPLICATIONS

ANALYZE CUSTOMER SERVICE

Multiple POINT APPLICATIONS

What is Hyperion System 9?

Data Management Services

Insert Presentation title

Why Move to Hyperion System 9: Workspace & Foundation

Consistent user experience

Single repository for all documents Searchable by Google OneBox

Benefits of Hyperion System 9 Common to All Modules

Standardize Lowers Cost of Ownership

Synchronize Reduces Business Risk

Data Relationship Management (MDM) Automated impact management

Insert Presentation title

Enterprise Performance Management System Integrates Transaction, Intelligence, Financial Systems

Financial Performance Management

Enterprise Performance Management System

Sales & CRM

Query & Analysis

Enterprise/ Operational Reporting

Alerts & Workflow

Insert Presentation title

Oracles Enterprise Performance Management System