Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 1 About this Presentation Audience: Finance and IT Executives, New or Existing Customers,

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 1

About this Presentation

• Audience: Finance and IT Executives, New or Existing Customers, Partners

• Speaker: Sales Execs, Product Marketing Staff (needs to be scripted)

• Objectives:– High level overview of Hyperion Planning– Articulate customer challenges and how we solve– Includes customer examples that can be replaced or expanded– Can be used in seminars or early stages of sales cycles

• Length: 23 slides• Author: Ivo Bauermann, Andreea Vasiliu – Product Marketing• Initial Release – August 1st, 2007, updated January 2008• Feedback – please send any comments or suggestions

to the author


<Insert Picture Here>

Hyperion Planning – Delivering Predictable Results

Presenter’s NamePresenter’s Title


Agenda

• Understanding customer needs• Solving planning issues• Our unique value• Summary and questions


How does One Build the Budget?

• Management reviews the budget and…

• Finance creates the forms

• Managers input their data by accounting period

• Finance aggregates the budget

“Repeat this cycle until either the management team is happy with the budget or budget managers lose their will to live”

Gartner


<Insert Picture Here>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”



Oracle Addresses These Challenges. See What Our Customers Have to Say…


Creating a Healthy ROI at Oregon Graduate Institute

OGI School of Science & Engineering is one of four schools of Oregon Health & Science University, a leading health and research university with $307 million in research funding in 2007.

ROI: $1.5 Million Annually

BEFORE

Variance between budget and actual

20%

Variance between forecast and actual

15%

FTE (full time employees) 15

Processing time 5 ½ Months

AFTER

7%

3%

8

6 Weeks


BEFORE

• First budget iteration took 8 weeks, while transferring employees or departments took 10 days

• Creation & distribution of the Excel templates took 4 weeks

• The data was not dependable for management to make business decisions

• Corporate budget group employed 9 people to maintain the process and offline system

AFTER

• First budget iteration takes only 4 ½ weeks

• Reorganizations down to 24 hours• A very detailed expense budget that

utilized over 700 accounts• Each individual employee was

budgeted (60,000 in phase 2)• For the first time ever ING had three-

dimensional reporting• Several new reports enable managers

to analyze the business (i.e. year over year quarterly comparison)

Ensuring a Smooth Planning Process at ING

• One of the 20 largest financial institutions worldwide• Revenues of ~9 billion USD (2005)• Over 113 thousand full time employees


BEFORE

• 6 different analysis/reporting tools• 4-6 financial data warehouse

solutions• No common tool for budgeting• Dependency on external

consultants• Many information silos, no

analysis across the companies• Many user interfaces to work with

– processes across many systems

Improving Strategic Planning at Telenor

AFTER

• Manage strategy and initiatives on a regular basis– Agenda for the monthly

management meeting is determined by the status indicators on the strategic objectives

– Strategic objectives tie into measures and initiatives

• Cost-cutting through process, system, and information standardization

• Ranked 12th in mobile operators field• Revenues of 10.9 billion USD (2005)• Over 23 thousand full time employees


Challenges Solved…

CHALLENGE

Process time reduction

Improved accuracy (variance)

Increased level of detail for the budget

Number of Excel sheets replaced

Number of full time employeestransferred to analysis

ROI

Expand to

RESULTS AFTER IMPLEMENTING ORACLE’S HYPERION PLANNING – SYSTEM 9

50-82% time reduction

65-80% improvement in accuracy

700 accounts and over 60,000 employees

2000+ Excel spreadsheets

8 FTE transferred from budget to analysis

$1.5M return on investment

Rolling forecasts, operational planning,investment planning, bulk updates, pre-built depreciation calculations, version control



Solving Planning Issues How?


Capital Planning

Strategic Planning

Project Planning

Enterprise Planning

Capacity Planning

Operational Planning

Revenue / P&L Planning

Integrated Business Planning

Budgeting

Organization-wide Planning

Closed-loop Budgeting

Rolling Forecasting

ONEPlanning Platform


Hyperion PlanningShortens Planning Cycles and Improves 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


Oracle’s Hyperion Planning – Delivering Predictable Results

• Accuracy – one planning platform for all the modules, improving processing time and accuracy, as well as reducing the maintenance overhead

• Performance – Essbase, award winning OLAP engine, boosting the scalability and performance of any planning application

• Simplicity – one reporting workspace enabling real time, side-by-side planning, forecasting and analysis


Fundamental Capabilities

CAPABILITY DETAIL

Planning and Analysis

Fully embedded into BI and Microsoft Office for real-time reporting and analysis

Modeling The ability to model at the operational level, assessing impact to the overall strategic plan

What-if See the business impact of changing business drivers to make intelligent decisions

Collaboration Technology that allows the entire user community to communicate and plan in real time as well as offline

Top-down/Bottom-up Bi-directional planning capabilities to promote accuracy and accountability


Top Hyperion Planning Customers

20,000

Number of Users

Num

ber

of U

sers

3,000

Hyatt Norway Post

Petrobras

Dell

Toyota

Newmont

Credit Suisse

Telenor

Turkiye IS Bank

Lockheed Martin

BritishTelecom

Alcoa



Unique Value. Market Leader, Check for Yourself.



The 21 Irrefutable Laws of Leadership

John Maxwell, 1998

“Leader is a person that has followers”

“The Law of Solid Ground: Trust is the foundation of leadership”


Customer Adoption has Been Rapid

Planning Customers

0

200

400

600

800

1000

1200

1400

1600

1800

2000 2001 2002 2003 2004 2005 2006 2007


1992 Morgan Stanley

1992 Toshiba

1992 Logitech

1995 Carnival Cruise Lines

1996 Nationwide

1997 Pfizer

1989 Philip Morris USA

1999 Heineken

2000 Motive Communications

2000 Olympus

2001 All Seasons Services Inc., Autonation

2002 Pepsi, Wellpoint

2003 Telenor

2004 Toyota, UMB Bank

2005 Norway Post

Budgeting & Planning

Customers


Oracle Leads the MarketGartner: Magic Quadrant for CPM Suites, 2007

The Magic Quadrant is copyrighted 19 December 2007 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Oracle. Source: Gartner, Inc., “Magic Quadrant for CPM Suites, 2007” by Nigel Rayner, Neil Chandler, John E. Van Decker, 19 December 2007.


We’ve provided planning solutions for 13 years

Oracle has over 3000 clients using its planning solutions

In the last 5 years we increased the number of planning clients 5 times

5

13

3000

Some Key Numbers


Delivering Predictable Results

Customers

Next Steps

Unique Value

1

2

3

Accuracy

Performance

Simplicity

Over 3000 clients’ ROI

Discovery session



Documents

Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 1 About this Presentation Audience: Finance and IT Executives, New or Existing Customers,