Hyperion Upgrade to System 9

7/27/2019 Hyperion Upgrade to System 9

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Why Upgrade to

Oracle/HyperionSystem 9

Peter Murray Sales Engineer

Ranzal

Chris Rusch - Director of Business

Development Ranzal


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Insert Presentation title Page 2

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


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Lions are 2-0!
http://sports.yahoo.com/nfl/news;_ylt=Ajv0.fLklZrS4a6M8kCvmO45nYcB?slug=dw-lionskitna092007&prov=yhoo&type=lgns


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Challenges to StrategyExecution

Only 5% of the work

force understands the

strategy

60% of organizationsdont link budgets

to strategy

Only 25% of

managers have

incentives linked

to strategy

85% of executive

teams spend less

than one hour per

month discussing

strategy

9 of 10 companies

fail to execute

strategy

The People

Barrier

The VisionBarrier

The Management

Barrier

The Resource

Barrier

1999 The Balanced Scorecard Collaborative, Inc. All rights reserved.

The Balanced Scorecard,

Dr. Bob Kaplan


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Qtr 1 Qtr 2 Qtr 3 Qtr 4Operating Revenue 1000 2000 3000 2000Operating Expense 800 1900 2300 1900EBIDA 200 100 700 100Int Expense 50 25 50 50Depr/Amort 23 25 25 25Income from Op 137 50 625 25Taxes 75 65 200 15Net Income 62 -15 425 10

Offense

Defense

Penalties Score

Four Qtrs

Winning

& Losing

The Name of the Game Is?


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Need for PerformanceVisibility

Unreliable Plans& Forecasts

Complex

Organizations

Regulatory

RequirementsReporting &

Controls OverheadPressure onProfitability

Earnings

Expectations

Fragmented SystemsHigh Cost of Information Access


7/39Insert Presentation title Page 13

Insight

Performance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

Have we Seen this Before?

Comprehensive

Hot-Pluggable

Pervasive



FRAGMENTED

DATA SOURCES

AD-HOC

PROCESS

MULTIPLE

ROLES

DISPARATE BI TOOLS AND

REPORTING SYSTEMS

DIFFERENT

METRICS

FINANCE

PLANNING

OPERATIONS

HIRINGQUALITY

EBITDA

BRAND

?

?

SERVICELEVELS

COMPANYHEALTH

?

?

?GOAL

PLAN

REPORT

MODEL

MultiplePOINT

APPLICATIONS

MultipleLEGACY

APPLICATIONS

MultipleSUPPLYCHAIN

Multiple

ERP

MultipleDATA

WAREHOUSES

The Barriers to a BroaderView

CUSTOMERSERVICE

MARKETING

EXECUTIVE

FINANCE

HUMAN

RESOURCES

ANALYZE



Planning

Financial Mgmt & Control

Analytics

FINANCE

PLANNING

OPERATIONS

GOAL

PLAN

ANALYZE

REPORT

MODEL

INTEGRATION TO

ALL RELEVANT DATA

SINGLE BPM SYSTEMMANAGESPECIFIC

METRICS

SINGLE

PROCESS

ACCURATE

MASTER DATA

Our BPM Vision:Pulling It All Together

MULTIPLE

ROLES

HIRING

EBITDA

BRAND

SLA

HEALTH

CUSTOMERSERVICE

MARKETING

EXECUTIVE

FINANCE

HUMAN

RESOURCES

MultiplePOINT

APPLICATIONS

MultipleLEGACY

APPLICATIONS

MultipleSUPPLYCHAIN

Multiple

ERP

Hyperion SYSTEM 9

Query & Reporting

Hyperion SYSTEM 9



GOAL

PLAN

ANALYZE

REPORT

MODEL

INTEGRATION TO

ALL RELEVANT DATA

SINGLE BPM SYSTEMMANAGESPECIFIC

METRICS

SINGLE

PROCESS

ACCURATE

MASTER DATA

While Evolving a BPMSystem

MULTIPLE

ROLES

HIRING

EBITDA

BRAND

SLA

HEALTH

CUSTOMERSERVICE

MARKETING

EXECUTIVE

FINANCE

HUMAN

RESOURCES

MultiplePOINT

APPLICATIONS

MultipleLEGACY

APPLICATIONS

MultipleSUPPLYCHAIN

Multiple

ERP

Hyperion SYSTEM 9

Hyperion SYSTEM 9

Workspace

ManagementApplications

BI Platform

Foundation Services



What is Hyperion System 9?

Customer Services

Workspace

Applications+ BI+

Data ManagementServices

Foundation Services

Hyperion System 9is the most comprehensive

performance management

solution ever and the first

to integrate financial

management applicationswith a business intelligence

platform into a modular

system that shares a

common set of foundation

services and is accessed

through a single Workspace.


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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


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Simplify

Increases User Productivity

Standardize

Lowers Cost of Ownership

Synchronize

Reduces Business Risk

Benefits of Hyperion System 9Common to All Modules

Data Relationship Management (MDM)

Automated impact management

EPM Workspace

Self service report & dashboard creation

Seamless integration and interaction with MS Office

Integrated BI Platform & Financial Management

Applications

Common Foundation Services

Standards-based, massively scalable architecture

Enterprise Performance Management S stem


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Enterprise Performance Management SystemIntegrates Transaction, Intelligence,Financial Systems

Financial Performance Management

Financials HRSupply Chain ProcurementSales & CRM

Planning &Budgeting

Financial &StatutoryReporting

Metrics &Scorecards

Modeling FinancialManagement

Operational BI Systems

BusinessIntelligence

Query &Analysis

Dashboards Alerts &Workflow

DataIntegration

OLAPDataWarehouse

Enterprise/OperationalReporting

EnterprisePerformanceManagement

System

Transactional Systems
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Oracles Enterprise PerformanceManagement System

Business Intelligence Foundation

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcessEssbase

Financial PerformanceManagement Applications

Operational BIApplications

Fusion Middleware

Web Office Desktop Mobile Embedded inApplications


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Most Comprehensive Suite of FinancialPerformance Management Applications

Oracle BI Foundation

StrategicPlanning

Common Workspace, Reporting & Analysis Tools

Planning &Budgeting

FinancialCloseMgmt.

Cost andProfitability

Mgmt.

Web Office Desktop MobileEmbedded in

Applications


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The Big Five: Planning postOracle

1 SmartView for Office

5 Latest BI+ ReportingTools

4Common user provisioningacross all product components

3 Integration with the EPMWorkspace

2 EPM Architect


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EPM Workspace Integrates ManagementProcesses 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


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EPM Architect: Centrally Manage andSynchronize EPM Applications


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Financials

Budgeting

Sources

SAP

G/L

Hyperion

HFM

SAP HR

Oracle FA

Oracle FA

Internal

Billing

Fixed

Assets

Fixed

Assets

Legacy

G/L

Total

Corp

Sub3Sub2Sub1CorpExec

LOB 3 LOB 4LOB 2LOB 1

ActualsPlan/Forecast

Planning

Excel Add-

in

Planning

Web

Forms

Back Feedsto G/L

Back Feedsto Other

Systems

Hyperion

Enterprise

SalesPricingCosting

Essbase Reporting Applications

Planning Applications

EXECUTIVEDASH BOARD

AD HOCANALYSIS

REPORTS

AD HOCANALYSIS

PLANNING

TOOLS

ExecutiveAdjust.

MarketingSales

Fixed

Assets

Payroll

& H/RPlanning CORP

SEC

TOT

CORP

Retail

Product

InternalBilling

IT

User Tools

Excel Add-in, Analyzer...

Hyperion

Analyzer

Essbase

ExcelAdd-in

HyperionReports

Hyperion

Enterprise

Metadata

& Planning

Data

Custom

Process

DB's

Custom

Process

Files

Custom

Process

DB's

Custom

Process

Files

EPM Architect Simplifies This Problem


21/39


EPM Architect

Salary

Plan

Expense

Plan

Mgmt

Reporting

Statutory

Reporting

Revenue

Plan

Meta Data Synchronization

Data Synchronization

Business Rules

Life Cycle Management


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Enhanced Offline Planning withSmart View for Office 9.3

Offline Planningplanning on the go

Single MS Excel add-in

Users download Planningforms to Smart View

Download and ExecuteBusiness Rules in Offlinemode

Re-synchronize to serverwhen ready


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Planning Roadmap Focuses on EPM SystemComponents 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


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Why Move to

System 9 BI+

Essbase and Reporting


25/39


New

New

Pre Hyperion System 9 Names Hyperion System 9 Modules

Hyperion Intelligence

Hyperion SQR

Hyperion Reports

Hyperion Analyzer

Hyperion Essbase AggregateStorage Option

Hyperion Essbase BlockStorage Option

Hyperion Metrics Builder

Hyperion System 9 User

Foundation

Hyperion Interactive Reporting

Hyperion Production Reporting

Hyperion Financial Reporting

Hyperion Web Analysis

Hyperion Enterprise Analytics

Hyperion Essbase Analytics

Hyperion Enterprise Metrics

Demystifying The Names: BI+


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The Big Five: Essbase

1 More flexible deployment model

5 Role-based user licensing

3 Options pre-bundled

2Single user-license

across all BI+ Tools

4 SmartView for Office


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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


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Why Move to System 9 BI+Essbase Analytics?



Highlights Duplicate member namesAdvanced relational access and improved drill-

through scalabilityReal-time scoring

Aggregate Storage Option restructuring

Query processing improvements and better data

compression in Aggregate Storage Option

EDS clustering, failover, high-availability



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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



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Highlights New BPM Workspace Thin client report authoring

OLAP to BQY to embed Relational andMultidimensional content into the same document

Hyperion Smart View for Office

New impact management option

Unified repository services

Licensing One BI+ user license for all tools Power-users get access to the Dashboard Studio

component

Why Move to System 9 BI+ InteractiveReporting / Production Reporting?


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New Features: System 9.3


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S tS G d t B i M t


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SmartSpace Gadgets Bring ManagementProcesses to the Desktop

Capital Expense Planning Application


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Capital Expense Planning ApplicationNew with Planning 9.3

Packaged application

Plan for assetpurchases and assetrelated expenses

Transfer, retire, and

improve assets Directly linked

to main plan

Interfaces with

external systems


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Simplify

Increases User Productivity

Standardize

Lowers Cost of Ownership

Synchronize

Reduces Business Risk

Summary

Master Data Management

Automated impact management

EPM Workspace

Self service report & dashboard creation

Seamless integration and interaction with MS Office

Integrated BI Platform & Financial Management

Applications

Common Foundation Services

Standards-based, massively scalable architecture


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Many Forums to Learn More

Receive continued support for user group meeting promotion andplanning

Learn from Oracle product experts who will provide productstrategy and development updates through a series of roadshows this Fall

Join other Oracle customers at Oracle Open World andCOLLABORATE 08, the Technology and Applications Forum forthe Oracle Community

My prediction:


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My prediction:

Lions 28 Eagles 17
http://sports.yahoo.com/nfl/news;_ylt=Ajv0.fLklZrS4a6M8kCvmO45nYcB?slug=dw-lionskitna092007&prov=yhoo&type=lgns


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Questions?

? ?

?

?

? ?

Documents

Hyperion Upgrade to System 9