Introduction to Oracle Hyperion Enterprise Planning Applications

Introduction to Oracle Hyperion Enterprise Planning Applications
John O’Rourke – VP, Product Marketing July 2013

93% of finance managers are drowning in spreadsheets
Dark reality 93% of finance managers are drowning in spreadsheets Speaker Notes: A recent Oracle survey on planning and forecasting revealed that 93% of finance managers globally are drowning in spreadsheets. This was especially true in the area of Budgeting, Planning and Forecasting with 75% of respondents indicating they used spreadsheets in this area. Relying on spreadsheets has been shown to lengthen planning cycles, introduce errors, and limits the ability to adopt best practices in planning and forecasting. So what are the best practices in this area? Next slide…..

Topics Challenges in Enterprise Planning
Introduction to Hyperion Enterprise Planning Suite Customer Successes Summary & Questions

Challenges in Forecasting
40% Can Forecast Only 3 Months Ahead 40%: 3 months or less Business Challenge - As it is: The uncertainty and volatility in today’s global economy makes it difficult for companies to achieve their growth and profitability objectives. A recent CFO Research survey revealed that 40% of CFO’s can’ accurately forecast more than one quarter into the future. Next slide.

Finance Managers Drowning in Spreadsheets
93% Using Spreadsheets in Financial Processes Process % Using Spreadsheets Financial Planning and Budget Control 75% Financial Reporting and Analysis 74% Scenario Planning 40% Tracking KPIs 53% Monitoring Profitability 59% Other 3% Speaker Notes: To make matters worse, a recent Oracle-sponsored survey revealed that 93% of managers are drowning in spreadsheets supporting their planning, budgeting and analysis processes. And we all know the issues spreadsheets can cause when used in these areas: errors caused by bad calculations, issues in consolidating data, version control, lack of audit trails, reconciling different versions of the truth, lot’s of manual time and effort. Next slide. Source: Performance Management: An Incomplete Picture. Study carried out by Dynamic Markets for Oracle Corporation, April 2011

Business Planning Challenges
Long-Term Planning M&A Time – cycles take too long, missed opportunities and obsolete plans Quality – data integrity, lack of standardization and communication Flexibility – lack of responsiveness to changes Cost – many wasted resources, questionable benefits Treasury Plans Senior Management Headcount Plans Annual Plan & Forecast Speaker Notes: What are the challenges organizations face in their planning processes, especially when they are reliant on spreadsheets to support these activities? Time – takes too long, missed opportunities and obsolete plans Long simulation times can lead to missed opportunities Long planning cycles result in missed plans Quality – data integrity, lack of standardization and communication Lack of standardized financial logic can lead to errors in financial analysis Lack of standardized methods and business rules Lack of communication between various areas within the organization Errors in excel spreadsheets Flexibility – lack of responsiveness to changes Disconnected processes (strategic, financial, operational) cause changes to be difficult and timely Limited level of detail Cost – many wasted resources, questionable benefits Too much time spent gathering information Limited time modeling and analyzing information FP&A Revenue & Cost Models Departmental Plans

Potential Needs to be Unlocked
Under-performing Products Under-served Customers Under-utilized Staff, Assets Excess Cash New Markets, Products, Services Inefficient Business Processes IT Complexity

Strategies to Unlock Business Potential
ALIGNED OBJECTIVES GOALS ACCURATE FORECASTS Performance Management Platform ACCOUNTABLE ENTERPRISE CONFIDENT CLOSE Four keys 1. Organization align – connect 5 years strategy with budget RESULTS

Oracle Hyperion EPM Applications
Plan for Growth, Report with Confidence, Accelerate Business Value Broadest and Deepest EPM Application Coverage Most Integrated EPM Suite Data, Meta Data and Process integration with Oracle, SAP ERPs Best in Class BI Integration Centralized Enterprise Dimension Management for EPM, ERP, BI Enterprise Performance Management Platform Strategy Management Profitability Planning and Forecasting Financial Close and Reporting User Workspace, Reporting

Introduction to Hyperion Enterprise Planning Suite Customer Successes Summary & Questions

The Enterprise Business Planning Process
Run models based on key strategies to set targets Validate operational feasibility to financial plan Update forecast with latest budget and actuals Long-term strategic plan Annual budget / plan Validate operational feasibility Evaluate workforce and capital Monthly / rolling forecast Update long-term strategic plan Seed targets to annual operating plan and start annual process Evaluate resource and capital requirements Assess and Manage Risk

Driving Accurate Forecasts
Best Practices Metrics for Success Align strategic and financial planning Days/weeks to complete the strategic plan Shorten the annual budget cycle # of days/weeks/months to complete the annual budget, # of FTEs to complete the annual budget % of time spent on data collection vs. analysis Planning costs as a % of revenue Employ a rolling forecast Frequency of rolling forecast, # of quarters in rolling forecast % forecast accuracy Leverage driver-based planning & forecasting # of budget drivers Frequency of driver updates Drive planning across the enterprise # of Finance and LOB managers participating in the planning/forecasting process # of metrics visible to managers to actively track performance against budget Speaker Notes: Here are some of the best practices we see our customers adopting when it comes to driving more accurate forecasts and metrics you can use to gauge success in this area. This includes: Aligning strategic plans to financial budgeting and planning. Shortening the annual budget cycle, by spending less time and including less detail in the budget. Rolling forecasts is a popular technique for refreshing budget assumptions on a regular basis – quarterly, monthly etc. And the use of Driver-based plans and forecasts can help save a lot of time and effort. Finally, to increase accuracy many organizations are driving the planning process beyond finance to the broader community of line managers who can provide their input and intelligence into the plans and forecasts. There are a number of metrics that can be used to track your success in this area, and to benchmark your organization against your peers and best practices in the market. Organizations like the Hackett Group and APQC publish metrics for this process that you can benchmark your organization against. Here are some examples. Next slide….

World Class Benchmark Strategic Planning, Budgeting & Forecasting
Metric Best Practice Average Laggard Days required to complete the strategic plan 15 64 120 Cycle Time to Prepare Budgets 45 60 75 % of budgetary cycle time spent on non-value adding work like data collection & validation 20 34 50 # of business days to create financial forecast 5 16 30 Source: Hackett Group

Oracle Hyperion Enterprise Planning Solutions
Predictive Modeling and Simulation Long Term Financial Planning Profitability and Cost Management Specialized Modules Plan for Profitable Growth Workforce Planning Capital Asset Planning Project Financial Planning Planning, Budgeting and Forecasting Middleware Database Systems and Hardware

Plan for Profitable Growth with Enterprise Planning
Best Practices 1 Align strategic and financial planning 2 Shorten the annual budget cycle 3 Employ a rolling forecast 4 Leverage driver-based planning & forecasting Speaker Notes: From Oracle’s experience over many years of implementing enterprise planning solutions we have listed 5 steps which characterize organizations that have world class enterprise planning processes: Align Strategic and Financial Planning Adopt Flexible Planning/Budgeting Processes Evaluate the Impact on Workforce and Capital Plans Align Financial and Operational Plans Manage Risk and Uncertainly Let’s take a look a these in some more detail. 5 Drive planning across the enterprise

Integrate Strategic Financial Planning
Measure Financial Impact of Key Business Strategies CFO Corporate Finance Treasury Corporate Development Long Range Planning Internal Investment Decisions Strategy Screening Speaker Notes: Leading edge organizations are integrating strategic financial planning across groups with Strategic Financial Planning software like Hyperion Strategic Finance. This application provides out of the box support for complex financial modeling, in a packaged application that provides a common platform that can be leveraged across multiple departments. With integrated financial statements and purpose-built features, this application can be deployed quickly, can improve user productivity, and ensure accuracy and integrity of the financial models used across groups. Covenant/Ratio Analysis Credit Ratings Leverage/Capital Structure Dividend Policy Mergers & Acquisitions Valuation Analysis Divestitures

Strategic Financial Modeling Assess Full Financial Impact of Corporate Strategy
Integrated financial statements Accounting integrity Consolidate complex entity structures Evaluate strategic projects Simulate effects of M&A Debt Scheduling Optimize capital structure Calculate shareholder value Unlimited scenarios Functional Summary Hyperion Smart View for Office user interface for Hyperion Strategic Finance (HSF) Fully integrated, with all HSF features and standard reports available from Smart View Smart View functions & tool kits for custom reports Benefits Integrate and align strategic and financial planning Consistent user experience across entire planning process

Monte Carlo Simulation Measure the Effects of Uncertainty
Assign probability distributions to uncertain assumptions Run thousands of simulations Analyze range of outcomes and probabilities Assess model sensitivities Speaker Notes: Oracle supports this type of predictive modeling with our Crystal Ball application. It’s a powerful but easy to use application that supports Monte Carlo simulations and other techniques designed to being more accuracy to the modeling and forecasting process.

Centralized Financial Planning
Accelerate the Planning and Forecasting Process Best-in-class solution for financial planning, budgeting & forecasting Align top-down and bottom-up Consistent assumptions Common allocations & calculations Pre-built Capital Asset, Project and Workforce planning modules Powerful workflow and process management Leverages Essbase – powerful reporting and analysis Speaker Notes: Oracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. Oracle Hyperion Planning provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration. Oracle Hyperion Workforce Planning software is a special-purpose planning module that makes headcount, salary, and compensation planning fast and efficient across the enterprise. Designed with pre-built functionality and best practices that are ready to use right out of the box, it simplifies the planning of workforce and workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases. It also automatically and seamlessly links your workforce expense plans into Oracle Hyperion Planning Plus, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans. Oracle Hyperion Capital Asset Planning, software is a specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance. Oracle Hyperion Capital Asset Planning includes pre-built functionality and best practices that easily plan for all your capital expenses. It is also directly linked to Oracle Hyperion Planning Plus, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements. Ensure accuracy—Validate forecasts with integrated, best-in-class analytics Reduce budgeting time—Improve cycles by weeks or months Align the organization—Combine financial and operational planning in one system Address finance needs quickly—Meet immediate finance needs while enabling operations-specific budgeting processes Maximize modeling capabilities—Support advanced, power user modeling capabilities with nearly seamless Microsoft Excel integration Gain mass user acceptance—Appeal to a wider user community through a simplified Web interface Reduce implementation time—Add quick-to-implement, packaged functional planning modules

Guide Users Through Submission Process Accelerate Budget Validation and Avoid Bottlenecks
Oracle Hyperion Planning has guided task flows and supports both bottom-up and top-down planning processes. It has tools for budget administrators to monitor participants’ progress submitting their plans, and workflow and plan management capabilities that support the plan review and approval process. Oracle Hyperion Planning’s powerful plan management and workflow functionality, including notifications, alerts, and task lists, empowers users to track and communicate the progress of plans and budgets. Ownership of plans can be designated based on a specified intersection of key plan dimensions. Approval paths can be specified for each slice of the plan. When a planner “promotes” a plan for approval the system can automatically identify the next approver. Plan promotion paths can be made conditional on meeting certain criteria. All of the above processes can also be performed in conjunction with what-if analysis and scenario testing that allows users to compare and contrast multiple scenarios prior to promoting the selected scenario for approval up the management chain. Configurable promotional path Includes additional approvals and authorization thresholds Supports hierarchy-based, matrix-based and dynamic promotional paths Alerts and progress monitoring Notify, delegate and manage out of office Planning unit and process status reports Approvals honored on rules execution Groups as owners

Visual Analysis of the Planning Process Streamline and Improve Planning
Reports and dashboards that display plan and actual data can be created in minutes, and any changes made to the plans in Oracle Hyperion Planning are instantaneously reflected in the content of the reports and dashboards. Using the web interface, users can access user-friendly dashboards, interactive analytics, and richly formatted financial reports while interacting with the planning system. Interactive Dashboards with Forms And Charts As Composite Interactive Ad-hoc Enabled Grids And Charts Hyperion Planning Charting Capabilities Customer Value: Financial plans & Dashboards/Scores together!, Go beyond pure finance leveraging operations details, System simplification for wider deployment including analysis capabilities, Thanks to OBIEE components integration into Planning Interactive financial views & ad-hoc with forms and charts Drillable Task Lists Financial Statements & charts together System simplification for wider deployment

Enabling Seamless Metadata & Data Integration
Oracle Hyperion Financial Data Quality Management File Excel XML Other Systems Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 Data Warehouse Data Mart Data Strategy Management Financial Close Planning & Forecasting Profitability Management Financial Reports Microsoft Office Data & Metadata Drill-Through & Write-Back Web Interface Meta-data Speaking Points: It is important to manage not only data but also metadata and to do this in the wider context of a Enterprise Performance Management system. Oracle offers a unique solution to this problem with our Financial Data Quality Management application. This slide shows the idea structure of the system support for this: Manage flow of data/metadata: Manage complex, hierarchical enterprise dimensions in a unified environment, and to align those dimensions across a range of operational, transactional and analytical systems. Align dimensions across multiple technology platforms ERP, EPM…. ERP adapter to provide data integration to Oracle EBS (11, 12), PSFT (9 GL) and SAP R/3 (4.6c, ECC6), including drill-back to source transactions for data investigation and issue resolution. ERP Write-back support with load files created via a reverse mapping process. The important point is this needs to be in the hands of the business user not IT as the business user understands the processes and the data.

Drill-through to General Ledger
Insight into Action in a Single System Hyperion Financial Management Hyperion Planning, Oracle Essbase Oracle EBS, PSFT, JDE, SAP Hyperion Financial Data Quality Management Speaker Notes: Here’s an example of the drill through functionality for Oracle EBS Financials. We offer the same for PSFT and SAP Financials and added JDE support in 2012. Oracle Account Analysis and Drill-Down for both Actual and Budget

Rolling Forecast is Gaining Popularity
Year X Year X + 1 Q1 Q2 Q3 Q4 1st review 2nd review 3rd review 4th review KEY: = Forecast = Actuals Speaking Points: The key is that the forecast is updated each quarter with new actuals, and a fresh forecast for future periods. Running a process as this requires a centralized, flexible planning and forecasting system – that enables the fast collection of new planning assumptions and forecast information from a wide variety of line managers in different functions – i.e. Sales, Marketing, Manufacturing, Supply Chain etc. This type of process is very difficult to manage with a spreadsheet-based process, where new planning files need to be sent out, collected and aggregated for each iteration. Excerpted by permission of Harvard Business School Press from Reinventing the CFO: How Financial Managers Can Transform Their Roles and Add Greater Value. Copyright 2006 Jeremy Hope; all rights reserved.

Flexible Planning and Forecasting Rolling Forecast Wizard
Administrator End User Speaker Notes: For example, the most recent release includes a Rolling Forecast Wizard that makes it easy to set up and execute a rolling forecast. Next slide.

Integrated Predictive Planning Capabilities
Leverage Statistical Forecasting for Improved Accuracy Functional Summary Statistical prediction scenarios built into Oracle Hyperion Planning Uses Oracle Crystal Ball Predictor to analyze historical data and project trends and patterns into the future Benefits Enable business users to leverage statistical forecasting techniques Improve accuracy of forecasts and plans Automatically forecast best and worst case scenarios in addition to base case Speaker Notes: Companies today are faced with a rapidly changing business environment. Demand is very volatile, costs fluctuate and the supplier landscape is constantly changing. These external factors require that organizations have the right capacity and skill sets within their workforce and the appropriate investments in capital and technology to stay competitive. A key requirement to stay ahead of the competition is to understand this volatility and forecast financial and operational performance accurately. Oracle Hyperion Planning provides a sophisticated predictive forecasting capability that projects future performance based on historic information. This feature enables the validation of management forecasts and the creation of alternative scenarios. Oracle Hyperion Planning provides unlimited scenario analysis for planners to assess the impact of various combinations of business assumptions on key financial outcomes.

Defining Inputs for Drivers with Profitability and Cost Management
Improved Insights into Profitability by Customer, Product… Packaged application that enables: Accurate measurement, allocation and management of costs and revenues Cost and profitability modeling by business, product, and customer segments Profitability measurement using cost decomposition, consumption-based costing, and scenario analysis Designed for the business user Leverages existing IT investments Speaker Notes: Oracle Hyperion Profitability and Cost Management software is a performance management application that is part of Oracle's enterprise performance management (EPM) system and provides actionable insights into costs and profitability. This solution drives business performance by discovering drivers of cost and profitability, empowering users with visibility and flexibility, and improving resource alignment. Unlike traditional activity-based costing applications, Oracle Hyperion Profitability and Cost Management offers a flexible allocations platform for any method including ABC, time estimation, etc. The application also supports both cost and revenue management. Traceability maps and audit trail capabilities provide unique transparency and ease of use. Oracle Hyperion Profitability and Cost Management is the only packaged profitability application that leverages Oracle Essbase Plus, the industry's leading OLAP (Online Analytical Processing) server, for faster, easier, powerful multidimensional analysis. Unlike nonintegrated EPM suite vendors, Oracle Hyperion Profitability and Cost Management shares a common foundation and is integrated with the other Hyperion performance management applications. This enables a single point of maintenance for reduced cost of administration and ownership versus non-integrated point solutions. Discover drivers of costs and profitability—Identify sources and attributes of profitability with multidimensional analysis. Improve decisions with scenario modeling capabilities. Enable management best practices by leveraging profitability as a performance metric. Empower users with visibility and flexibility—Accurately allocate costs with a flexible allocation engine that supports any methodology. Gain confidence in cost allocations and revenue flows with graphical traceability maps. Quickly validate models with user-defined business rules. Improve resource alignment—Impact budgets and plans through integration with other performance management applications. Strategically allocate resources with accurate profitability and cost information. Improve marketing programs through customer segmentation.

Connect Financial and Operational Planning
Create long-term plan Manage cash flow and value creation Analyze M&A, divestitures and strategic alliances Evaluate financing options Optimize capital structure Identify cost and profit drivers Allocate costs and revenues to departments, activities and products Calculate and analyze product and customer profitability Perform root cause analysis Manage annual budgeting Manage periodic forecasting Plan revenues, COGS and margins Run what-if scenarios across finance and operations Plan workforce and capital assets Balance demand and supply Deliver consensus planning across sales and operations Maintain plan in near real-time to respond to variability Monitor operations performance Optimize supply chain network based on flexible objective functions Simulate contingency and scenario planning Simulations to support S&OP analysis Sense demand based on near real-time sales capture Manage statistical forecasting and demand modeling Plan demand across multiple dimensions Collaborate on consensus demand forecast Plan supply based on constraints Manage production and distribution planning Determine safety stock levels and order policies Strategic Financial Planning Profitability and Cost Management Budgeting & Financial Planning Sales & Operations Planning Network Optimization Demand Management Supply Chain Planning Annual Plan Budget Financial Forecast Consensus Plan Sales Volume Operating Volume Speaker Notes: Leading edge organizations are proactively linking Financial planning to operational planning – including Sales & Operations Planning, Demand Management, Supply Chain Planning and Network Optimization. They key here is ensuring that financial targets and budgets are fed as input into the operational planning process. This ensures that financial constraints are considered as part of the operational planning process. Once the budgets are in place, throughout the fiscal year, updated forecasts are then fed from the operational parts of the business into the financial planning function. This can include updated demand plans, sales volumes, operating volumes and other drivers that can impact the overall financial plan.

Align Detailed Workforce, Capital Asset and Project Plans to Overall Expense Plan
Financial Plan Workforce Plan Capital Asset Plan Project Financial Plan Speaking points: For customers who need to budget and plan at a granular level, they can perform the detailed build-up of their Workforce or Capital planning assumptions in purpose-built modules, which then roll up into the core financial planning module. The workforce and capital planning modules are seeded with information from the transactional systems – such as existing staff, salaries, review dates, and other attributes which can then be updated by the manager. This makes their job much easier and efficient and we’ve seen strong adoption of these modules, and we continue to build these out – next will come Project Planning, as well as specific modules for certain industries – such as banking and public sector. Detailed Headcount, Staff Expenses, Salary & Compensation Detailed Depreciation, Asset Purchase/Sell, Asset Expenses Detailed financial planning for contract, capital and indirect projects

Project Financial Planning
Alignment of Detailed Project Financials with Overall Financial Plan Functional Summary Pre-defined dimension members, forms, business rules, menus, task lists, smart lists, validation rules & project planning plan types Integrated Human & Capital Resource Management Covers Contract, Capital, Indirect projects Applicable Across Industries Aerospace & Defense, Utilities, Oil & Gas, Construction, Natural Resources, Manufacturing, Retail IT/HR projects in any industry Speaker Notes: This is the new module based on customer and market requirements – we see more and more organizations basing what they do around projects so that they can shift focus more quickly as markets change and they can keep better control of the use of resources and money. What many of these organization lack is the ability to align the project details they hold in operational project management systems with the overall strategic and detailed financial plans that they use to manage the organizations finances. This lack of alignment can lead to overall funding issues and to the failure of projects and potentially the entire organization due lack of planning and understanding of the funding required. It this issue that Oracle Hyperion Project Financial Planning is designed to address and resolve. It addresses the need of typical contract based industries like those listed on the slide and it can deal with typical contract activities that exist in all industries today like major IT projects, and projects for HR, Facilities, Product Development etc New with R : What-if Analysis Capabilities EVM Analysis Revenue Modeling for Capital Projects Integration with HSF

Workforce Planning Improve Headcount, Salary and Compensation Planning
Packaged solution for quick implementations Plan salary and other compensation at any level Add, edit and delete employees and new hires Pre-defined or custom calculations for taxes, etc. Integrates actuals from HR systems Test scenarios in real-time for impact analysis

Capital Expense Planning Improve Planning the Acquisition, Lifecycle Management, and Retirement of Capital Assets Packaged solution Customizable Plan for asset purchases and asset related expenses Transfer, retire, and improve assets Directly linked to main plan Interfaces with external systems

Planning at the Speed of Business
Leveraging Engineered Systems Highly accelerated planning cycles Re compute cubes in Minutes vs. Days More users, more granular scenarios, more powerful what-if modeling Planning across the enterprise 80X Faster Reads, 20X Faster Writes, and 5X more Concurrency Deeper structures, more dimensions, and complex allocations Lower TCO through application consolidation Fully certified to work with Oracle Hyperion Planning Oracle Essbase Lock Manager In-Memory Cache Speaker notes: Also with the EPM release, we certified Hyperion Planning to run on the Oracle Exalytics platform. This provides significant improvement in performance for Hyperion Planning applications with faster reads, faster writes, faster calculations, and higher user concurrency. This is a great platform for new customers to consider, and also for existing customers who are upgrading and need to refresh their hardware platform. It can also help with IT consolidation strategies, so that fewer servers are required to support a large deployment. Smart Storage Manager

Coming Soon – Planning in the Cloud
Oracle Planning and Budgeting Cloud Service What it is: Software-as-a-Service offering for Planning and Budgeting Based on the industry-leading Oracle Hyperion Planning solution Leverages the Oracle Cloud enterprise-grade infrastructure Available stand-alone and with Oracle ERP Financials Cloud Service Availability: CY2013 H2 General Availability

Introduction to Hyperion Enterprise Planning Suite Customer Examples Summary & Questions

Benefits Gained Many benefits for those that implemented Oracle Hyperion Enterprise Planning Suite Many benefits stated by our customers and 80% or more of our Planning customers are receiving 4 or more of these benefits! *Interim Results

China Merchants Bank Reduces the Manual Effort Required to Prepare Budgets by 80%
Oracle Hyperion Planning Reduced the manual effort required to prepare budgets by more than 80% Cut data extraction time by 30% by storing budget data in a centralized system Allowed all offices, divisions, and centers to prepare and submit budget plans based on each business unit’s specific tasks and functions Speaker Notes: COMPANY OVERVIEW Chinese bank with 900 branches, net capital of US$31.4 billion, and assets worth US$441 billion Industry: Financial Services Employees: 50,000 Revenue: US$15 billion CHALLENGES/OPPORTUNITIES Establish a unified budget management system to better control budget preparation and approval processes Accurately calculate operating expenses, capital expenditure, net interest, and non-interest revenues for banking operations Provide a wide range of budget monitoring and analysis reports SOLUTIONS Oracle Hyperion Planning CUSTOMER PERSPECTIVE “Oracle Hyperion Planning has enabled us to significantly improve efficiency and budget management, reduce the manual effort required to prepare budgets by more than 80%, and cut data extraction time by 30%.” Luo Xiaojing, Project Manager RESULTS Reduced the manual effort required to prepare budgets by more than 80% Cut data extraction time by 30% by storing budget data in a centralized system Allowed all offices, divisions, and centers to prepare and submit budget plans based on each business unit’s specific tasks and functions

Shenhua Ningxia Increases Budget Planning Accuracy by 100 Times
Oracle Hyperion Planning Enabled 44 business units to create a unified budget by eliminating multiple layers of budget processes and data Prepared budget plans for the entire organization in one month rather than three months previously Planned budgets 100 times more accurately Provided more control over spending by analyzing budget data against actuals Speaker Notes: COMPANY OVERVIEW China-based company that operates in the coal exploration, coal chemicals, deep processing, electricity, and real estate industries Industry: Natural Resources Employees: 50,000 Revenue: US$349.9 million CHALLENGES/OPPORTUNITIES Develop a budget management system for 44 second-level production and operation units to make financial data more transparent and easier to share, and manage funds for raw materials, mining equipment, and staff Compare budgets with actual spending to better forecast where to allocate resources, such as equipment and materials used to mine coal, in the future Improve budget planning by automatically calculating data such as the cost of materials, water, and electricity usage during mine construction SOLUTIONS Oracle Hyperion Planning Oracle Business Intelligence Enterprise Edition CUSTOMER PERSPECTIVE “Oracle Hyperion Planning and Oracle Business Intelligence Enterprise Edition have enabled us to plan our budgets 100 times more accurately than before.” Xiangyu Jiang, ERP Comprehensive Budget Program Executive Manager RESULTS Enabled 44 business units to create a unified budget by eliminating multiple layers of budget processes and data Prepared budget plans for the entire organization in one month rather than three months previously Planned budgets 100 times more accurately Provided more control over spending by analyzing budget data against actual spending

Leadcore Technology Cuts Budget Development Time by 50%
Oracle Hyperion Planning Shortened budget development time by 50% Reduced the risk of human error by reducing manual data entry requirements by 30% Improved the accuracy of budget planning by 30% Adapted budget targets to better suit actual production results Speaker Notes: COMPANY OVERVIEW Subsidiary of Datang Telecom Technology & Industry Group Researches, develops, and manufactures core components for TD-SCDMA terminals such as dual-mode single-standby phone handsets Industry: Industrial Manufacturing Employees: 1,000 Revenue: US$155.2 million CHALLENGES/OPPORTUNITIES Reduce manual data entry requirements when formulating component manufacturing and inventory budgets, to improve data quality and work efficiency Implement a more comprehensive budget management system to generate more realistic and reliable budgets for buying raw materials and manufacturing handset components Strengthen budget analysis to enable senior managers to make sound business decisions that increase its market share in the semiconductor industry SOLUTIONS Oracle Hyperion Planning CUSTOMER PERSPECTIVE “Oracle Hyperion Planning has enabled us to build a comprehensive budget management system covering the entire lifecycle of projects. We have standardized management processes, integrated production and sales, and significantly grown our business.” Zhao Yong’An, Project Manager RESULTS Shortened budget development time by 50% Reduced the risk of human error by reducing manual data entry requirements by 30% Improved the accuracy of budget planning by 30% Adapted budget targets to better suit actual production results

In Summary…. Enterprise Performance Management Top priority for Finance and IT Key strategic priority for Oracle Investing to Extend Oracle’s Lead….

Key Business Analytics Sessions
Places to Learn More CON1533 – Oracle Hyperion Applications Strategy and Roadmap, :00 – 13:00 Wednesday, July 24th CON1540 – Introduction to Oracle Hyperion Enterprise Planning Apps. 15:15 – 16:15, Wednesday, July 24th CON1541 – Introduction to Oracle Hyperion Financial Close Apps :00 – 10:00, Thursday, July 25th DEMOGrounds – 3 Demo Pods

Additional Resources Oracle CFO Central: www.oracle.com/CFO
Oracle Business Analytics: Speaker Notes: For more information about Oracle and our solutions here are some additional resources you can refer to. Oracle CFO Central – Includes articles on key market trends, white papers, videos and other useful information for CFOs and Finance executives. Oracle Business Analytics on O.com Your address

EPM Documentation More Than Just Documentation
Documentation Library & Mobile Content Cumulative Feature Overview Tool Information Portal User Productivity Kit (UPK) & Oracle University Training White Papers Defects Fixed Finder Tool Click on images for more information

Introduction to Oracle Hyperion Enterprise Planning Applications

Similar presentations

Presentation on theme: "Introduction to Oracle Hyperion Enterprise Planning Applications"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

Introduction to Oracle Hyperion Enterprise Planning Applications

Similar presentations

Presentation on theme: "Introduction to Oracle Hyperion Enterprise Planning Applications"— Presentation transcript:

Similar presentations

About project

Feedback