FINANCIAL REPORTING

Corporate Overview HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO Oracle Gold Partner with over 70 years of combined BI & EPM experience Staffed with resources that posses 6-15 years hands on architect & implementation experience Focus is solely on Oracle BI & EPM solutions

Technologies We Specialize In Oracle|Hyperion Essbase Oracle|Hyperion Planning Oracle|Hyperion HFM Oracle|Hyperion FDM OBIEE OBIA Oracle DRM Oracle|Hyperion Reporting & Analysis (Financial Reporting, Web Analysis, Smart View) Oracle Data Integrator Oracle BI & EPM Infrastructure

Functional/Technical Expertise Functional Areas of Expertise Business / Finance Transformation experiences Reporting & Analytics Consolidation Budgeting & Forecasting (Operational/Strategic) Program/Project Management Infrastructure Advisory Architect Servers, Install, & Configure Disaster Recovery Approach Virtual/Physical Hardware Setup Migration & Upgrade

Introductions Nancy Ackerman Senior Consultant - VECG Hyperion HFM, FDM & Reporting expert 15+ Years experience with Hyperion Products 5 Years hands on experience with Hyperion Financial Reporting and Smart View

Reporting and Analysis Challenges Reliability of Data – Do the reports pull the same data intersections each time. Are those intersections correct? Report Distribution – How easily can you distribute reports throughout the organization Flexibility – Can you pull data at any time and for any data intersections? Ease of use – How easy is it for users to create reports and/or answer questions about the data

EPM Reporting Products Oracle Hyperion Financial Reporting Oracle Hyperion Smart View

Financial Reports or Smart View Financial Reports Standard canned reports – users cant modify Flexible & scalable Drillable Web access Automated report production and distribution Multi-format publishing Multiple output options Smart View Ad Hoc MS Office Add-in Link between excel & database Ability to add information to report not in database (i.e. comments) All users can build reports Can embed Financial Reports into MS Office products

Oracle Hyperion Financial Reports When to Use Financial Reports Produce canned reports Schedule distribution of reports

Financial Reports Key Features Web based access to reports Limit access to build/change reports Multiple report output options Dynamic & Flexible Can bundle reports into books Schedule reports for printing and distribution

Financial Reports - access Web based - access through Workspace Reports are created in FR Studio – access is limited to ensure no one accidentally changes reports Standard Oracle Hyperion Security is used to access reports Security can limit access to entire report or report folder Security limits access to actual data

Financial Reports - functionality Dynamic – reports are designed to automatically include new dimension members Flexible – reports are designed to allow users to choose the members they need Drillable – reports are designed at a summary level with the ability to drill down on a line on the report

Financial Reports - output Html – for use on websites PDF – for printing and distribution MS Office – reports can be imported into MS Office products and can be updated as needed once imported Bundled – reports can be bundled into books Scheduled – reports and books can be scheduled to run as needed

Financial Reports - sample

Oracle Hyperion Smart View When to Use Smart View Need on the fly ad hoc analysis Need to add comments to standard reports Allow all users to create their own custom reports and analysis as needed

Smart View Key Features MS Office add-in Ad Hoc or free form queries Create reports in excel Import pre-built financial report into MS Office products Access web data forms in excel

Smart View – MS Office Smart view – MS Office Add-in Excel – allows for: Ad-hoc analysis Creation of standard reports Import pre-built reports into excel Word and Powerpoint Import pre-built reports into excel

Smart View – ad hoc

Smart View Reports Functions – use smart view functions to create a report in excel

Smart View Reports Import existing financial reports

Smart View – Web Forms Open web forms in Excel and submit data

Questions

Our Pledge Not just another vendor, but an experienced Partner.

Thank You Nancy Ackerman

Thank You For copies of this presentation, please contact: Dean Collura (Director of Sales) at or