Oracle EPM System Planning and Cost Management What's New

What’s new in Oracle EPM System
Planning and Cost Management
Marco Rossi
Mino Francioso
Sales Consulting EPM

The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2

Agenda

Hyperion Planning 11.1.2: <Insert Picture Here>

why is this release important ?
Summary of Key Features
 Data Form Designer
 Process Management
 End User Experience
 SmartView for MS Office
Hyperion Profitability and Cost Management 11.1.2
Hyperion Strategic Finance 11.1.2


Why is this release important to you?
Hyperion Planning 11.1.2

1. HPLN is the strategic planning platform within Oracle
• Largest number product enhancements over the last 5+ years

2. Major enhancements in key product areas
• Web UI sophistication
• Process Management / Workflow
• Depth of support for MS Office

3. New module: Hyperion Public Sector Planning &
Budgeting
• Public Sector Market
• Related markets such as Healthcare and Higher Education

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 4

Robust End User Experience

Powerful Process
Management
Validation of plans including
color coding, notifications
and approvals
Sophisticated Web and MS
Excel capabilities
Comprehensive support for
MS Office; Excel, Word,
PowerPoint and Outlook
Task Lists and user actions
within MS Outlook and
Excel
Enhanced reporting and
budget books


Public Sector Planning & Budgeting
Accelerate Position & Employee Budgeting

• Out-of-the-box configurable
and expandable position and
employee expense
budgeting
• Project and evaluate the
impact of employee
compensation and benefits
• Forecast the impact of new
positions, workforce
reductions, contract
proposals
• Powerful workflow and
process management for
budgeting and forecasting
• Integration with ERP


Oracle Balance Sheet Planning

Enabling Financial Services
Institutions to budget for a full
balance sheet and the associated Net
Interest Income Based on Cash
Flows

Cash Flow Balance Sheet & Net Interest
Margin Planning
Built on top of Hyperion Planning,
leveraging Essbase and User Interface
Separate Hyperion Planning Module
(Like CAPEX & Workforce)
Integration with Hyperion CapEx and
Workforce Planning
Integrated with Oracle Financial Services
Profitability Management, Funds
Transfer Pricing, and ALM

Budget Books

• Define a budget book with sections and
subsections with a table of contents
• Financial Reports, MS Word, HTML,
PDF and other file types as sections or
attachments in the Book
• Generate the book in PDF output or a
static HTML web site
• Templates will be provided for HTML
layout and page customization
• BI Publisher support
• Support table of contents edits and web-
site navigation links
• Leverage book printing options in
workspace
• Built in search capability for HTML
output
• Integration with Document Management
System (Stellent)


Reporting cube integration

Map Planning application to Reporting application
Dimensions & Smart Lists mapping
Point of View definition
Reporting & Analysis on top of Planning Smart List
values


Agenda





End User Experience All key Planning web capabilities available within Office
Improved usability in web forms
Sorting and Filtering, Ad hoc on the Web, Menus at cell level and Outlook
Personalized Data Forms Manage Planning task through Outlook tasks
Traffic Lighting, Data driven visual exceptions and Validation New Modules
notifications
Public Sector Planning & Budgeting [Position Budgeting]
Increased flexibility to view / enter data
Defaults for each organization
Enhanced Composite Forms
Costing account for different benefit types
Improve administration functionality
Salary account for each organization
New Member Selector
Position defaults for each organization
Ad-hoc filtering: Leverage UDA, Attribute, levels, generation
Support Salary and Non-salary components
Flexible display
Step-based
Sorting
Rate-based
Reduce time to design forms
Value-based
Reporting cube integration
Multiple benefits
Additional earnings and tax components
Workflow Override default account for each non-salary component
Increased granularity in the Planning Unit definition Balance Sheet Planning (Separate Presentation to follow)
Add one more dimension to entities
Support different process management organization by scenario / Budget Books
version Define a budget book with sections and subsections with a table of
Pre defined promotional path contents
Automatically find the next owner Insert FR reports, MS Word, HTML, PDF and other file types as
Flexibility : Take ownership, multi select actions, out of office sections or attachments in the Book
Data driven promotional path Include cell text and associated URLs from Planning into the book
Support matrix organization
Dynamically add reviewers based on data

Microsoft Office
Excel: Allow Planners to perform Planning tasks in familiar MS Office
environment
Task Based Workflow
Traffic Lighting & Data Validation
Process Management
Composite Forms


<Insert Picture Here>

Data Form Designer


Data Form Designer
Standard & Composite Data Form

Dimension drag & drop
New Properties pane
Grid/Row/Column properties
Display properties
New Validation Rules Builder
Additional rows/columns
Member
Formula
Blank


Data Form Designer
Standard & Composite Data Form

Extended Member Selector
Members Count
Gen/Level Filter
Keep only by function
New Composite Layout Manager
2-rows, 2-columns, custom design
Section Properties Panel
Display as Tab
Common Dimensions


Data Form Designer
Data Validation Rule Builder

New Validation Rule builder
Validation based on data value, member,
attribute, property type
Condition-based cell color coding,
validation message and workflow
If, Then … Else statement
No more javascript code writing



Process Management


Process Management
Planning Unit Hierarchy

Increased granularity in the Planning Unit definition
Add one more dimension to entities
Support different process management organization based
scenario / version combination
Pre defined promotional path
Automatically find the next owner
Based on Planning Unit Hierarchy owner assignments including
owners and reviewers


Process Management
Matrix-based and Dynamic Promotional Path

Data driven promotional path
Support matrix organization (New!)
Dynamically add reviewers and update promotional paths based
on data
Leverage threshold-based submission


Process Management
End User Experience

Process Management Flexibility
New options available - take ownership, multi select action, out of
office and delegation
Additional Approvals based on Data Validation Rules including
Sub-process Status
Sorting & Filtering based on Planning Unit, Process Status or
Location



End User Experience


End User Experience
Ad-hoc mode, Filtering & Sorting, Data cell Menu

Ad hoc on the Web
– Keep only
– Drill up and down
– Pivot
– Member Selector
Save personalized data form
Sorting and Filtering
Menus at cell level
Traffic Lighting, Data driven visual
exceptions and Validation notifications



SmartView for MS Office


Smart View for MS Office
Outlook Integration

Manage Planning Task Lists
through Outlook Calendar and
Tasks
View Instructions
Open URL
Open Web Form in MS Excel
Mark As Complete
Tasks and Task List details
Report creation and automatic
Reminders


All key Planning web capabilities available within Excel

Manage Planning Task Lists in Excel
Tasks and Task List details
New SmartView pane
– Shared and Private Connections
– Most Recently Used documents and Pin Important Tasks
– Option to display at start up


Composite data form
Data grids as spreadsheet tabs
Common Dimension sharing through color coding

Ad-hoc mode
Contextual data cell menu
Member Formula



Process Management
Promotional Path
Change Status
Additional Approval Validation
Out of Office Assistant

Traffic Lighting & Data Validation
Visual clues
Validation Message



Copy Version for Planners
Tracking capability through Job Console
One central place to manage Planning preferences that
will be propagated to all Planning front ends


Agenda




User Managed Profitability and Costing Models
Hyperion Profitability & Cost Management

• Determine which products /
customers / services are
PROFITABLE and which are not

• Discover which DRIVERS impact
Costs and Profitability

• Flexible and powerful profitability
reporting and ANALYSIS

• MODEL scenarios to evaluate action
for improving profitability


Profitability Analysis Workflow
Allocation Cost & Revenue
Metadata
Model Allocation Profitability & Cost Analysis
Management
Definition Calculations

• Create & Create & Manage • Store Cost, Revenue Reporting Cube with
Manage Business Model: & Driver Data Allocation Genealogy
Dimensional
• Stages of • Calculate Model & • Profitability Analysis
Hierarchies
Allocations Store Results
• Cost & Revenue
• Deploy the
• Drivers • Validate the Model Contribution Analysis
Application
• Allocation Rules • Generate the
Reporting Cube
• Automated
CalcScript
Generation

Profitability Analysis Environment
Allocation Cost & Revenue
Metadata
Model Allocation Profitability & Cost Analysis
Management
Definition Calculations

• Create & Create & Manage • Store Cost, Revenue Reporting Cube with
Manage Business Model: & Driver Data Allocation Genealogy
Dimensional
• Stages of • Calculate Model & • Profitability Analysis
Hierarchies
Allocations Store Results
• Cost & Revenue
• Deploy the
• Drivers • Validate the Model Contribution Analysis
Application
• Allocation Rules • Generate the
Reporting Cube
• Automated
CalcScript
Enterprise
Generation
Performance
Management
Architect

Essbase Essbase
Calculation Reporting
Cube Cube BIEE, Web
Analysis,
Financial
Reporting,
Excel,
Smartview
Hyperion
Profitability &
Cost
Management

EPM Customers Benefits
Hyperion Profitability & Cost Management
Packaged Profitability functionality
Framework for profitability modeling
Support for Any Cost Allocation methodologies
Model Validation reporting
Traceability Maps
Translation of Business rules into high-level Calcscript
Designed for the business user, ease acceptance
Integration with EPM system, common infrastructure
Metadata sharing, Apps & User Management, Common Reporting
Tools, same infrastructure as Planning
Essbase

Profitability and Cost Management 11.1.2
What’s New

Common Look and Feel
Color Scheme & Tabs
User Interface Enhancements
Improved Modeling Experience
Dimension Member Selection Persistence
Trace Allocations
Model Validation
Data Transfer
LCM Enhancements
New HPCM Functionality
Genealogy Improvements
Standard Basis Drivers
Sequence Priority Drivers


Agenda




Long-term Planning, Corporate Development
and Treasury in a Single Model
Hyperion Strategic Finance

• Integrated financial
statements
• Project shareholder value
• Run unlimited scenarios
• Consolidate multiple
business combinations
• Evaluate strategic projects
• Simulate effects of M&A
• Debt Scheduling
• Optimize capital structure


Strategic Finance 11.1.2
What’s New

Enhance Extended Analytics to push consolidation
structure information
This enhancement to HSF provides access to the
consolidation metadata to allow customers to perform further
custom analysis.

Expand Localization Support
HSF now supports 13 languages.


Oracle EPM System Planning and Cost Management What's New

Oracle EPM System Planning and Cost Management What's New

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