Oracle's EPM Product Strategy & Roadmap

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Oracles EPM Product Strategy & Roadmap

John Kopcke SVP, Enterprise Performance Management GBU
Whats New?
New EPM Vision: Extending Operational Excellence to Management Excellence Oracle Enterprise Performance Management System, Fusion Edition V11.1.1 Major milestone in the integration of Hyperion products with Oracles BI foundation, Fusion Middleware, and ERP applications. Strategic, leading EPM products for Oracle ERP customers today, and for the future
Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only
Oracle Fusion editions of Oracle's Hyperion performance management products are currently available only on Microsoft Windows server platforms. 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, functionality or platforms, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features, functionality or platforms described for Oracles products remains at the sole discretion of Oracle. Oracle may not release the functionality or products discussed on any additional platforms in the future.
Agenda
EPM Drives Management Excellence Oracle EPM System New Features and Modules How to Learn More at OpenWorld Summary and Questions
Management Excellence: The Next Competitive Edge

Competitive Advantage
MANAGEMENT EXCELLENCE
OPERATIONAL EXCELLENCE
Time
Hackett Value Grid the Foundation for How Hackett Defines World-Class Performance
Hackett Value Grid (Finance example)
EFFECTIVENESS
Industry relative total excess return Operating profit volatility Cost of capital Days sales outstanding Days payables outstanding Days Inventory on-hand Quality metrics Accuracy of forecasts and analysis Functional role in strategic decision making Percent of time analytic focus in on proactive decision making
EFFICIENCY
Overall function cost as a % of revenue Process cost as a % of revenue Technology cost per function FTE Staffing levels by process Cycle times and iterations Unit cost of transactions Utilization of self-service for inquiry Application complexity Automation of transactions Reliance on spreadsheets Percent of business reports distributed electronically
Source: CFO Challenges and Opportunities in the Flat World, Hackett Group, November 2007
World Class Finance Organizations Out Perform Peers in Both Effectiveness and Efficiency
Finance cost is 50.8% lower than peer Require 54.2% fewer FTEs Spend 40.0% less time collecting and compiling versus analyzing data Have 65.7% fewer errors in customer invoices Have DSO that is 21.2 days shorter
Operates with 44% fewer compliance staff and with 47% lower audit fees
Source: CFO Challenges and Opportunities in the Flat World, Hackett Group, November 2007
ERP Has Leveled the Playing Field Creating Operational Efficiencies

Firm Infrastructure
Human Resource Management Technology Development
Invest to Retire
Develop to Procurement Release
Procure to Pay
Inbound Logistics Operations Outbound Marketing & Logistics Order to Cash Sales Service
Source to Procure
Based on Michael E. Porters Value Chain
Pillars to Achieving Management Excellence
SMART
Rationalize Your Management Systems

Integrate Management Systems with Operational Systems Share Insights Across the Extended Enterprise
AGILE
ALIGNED
Oracles Framework for Achieving Management Excellence
10
Management Excellence Delivered
11
Oracles EPMS Integrates Key Management Processes
EXTERNAL REPORTING STRATEGIC & FINANCIAL MODELING PREDICTIVE MODELING INTEGRATED BUSINESS PLANNING PROFITABILITY & COST MANAGEMENT CROSS FUNCTIONAL BI APPLICATIONS
MONITORING, ANALYSIS
FINANCIAL REPORTING BI REPORTING TOOLS & APPLICATIONS OLAP DATA QUALITY, DATA INTEGRATION & MASTER DATA APPLICATION & METADATA MANAGEMENT
Introducing Oracle EPM System

Driving Management Excellence
Oracles Enterprise Performance Management System

EPM Workspace Performance Management Applications
BI Applications BI Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS Systems
Data Warehouse Data Mart
OLAP
SAP, Oracle, Siebel, PeopleSoft, Custom
Excel XML
Business Process
Oracle EPM System, Fusion Edition V11.1.1

SMART: Market-Leading Products and Technology
Address enterprise-wide requirements with scalable BI foundation and powerful BI tools Use and extend best practice applications for financial and operational analytics Gain new insights through advanced visualization and predictive analytics
AGILE: Advanced Integration Improves Agility and Lowers TCO
Simplify deployments with common user interface and application foundation Improve operational performance by linking analytics to transactional systems
Leverage existing IT investments through Fusion Middleware and Service Oriented Architecture (SOA)
ALIGNED:
Support strategic, financial and operational management processes Strategically allocate resources with new Profitability & Cost Management application Leverage common master data across analytical and operational systems
Pervasive Intelligence Across the Enterprise
Pervasive Information Access Through Common Delivery Layer

EPM WORKSPACE
Desktop
Web
Search
Office
Alerts
Mobile
Performance Management Applications
BI Applications BI Applications
Fusion Middleware
OLTP & ODS Systems
OLAP
Excel XML
Business Process
One Window, not Multiple

Oracle EPM Workspace
Self-service Personalization Contextual navigation OBIEE and BI Publisher integration WebCenter integration Spans all solutions in the Oracle EPM System
17
Unified Microsoft Office Interface

Smart View for Office
Adhoc Reporting Stylized Output:

Formats Tables Charts Formulae
Data Entry and Apps Processing Word and PPT Now works with OBIEE as source
Unified Desktop Gadgets

Oracle Smart Space New OBIEE and BI Publisher Integration Hyperion Reporting and Analysis Support Enhanced Client UI and Collaborator New Gadgets
Essbase Calculation Essbase Dataload Global Gadgets
Pluggable Services Architecture
Common Foundation Services

Common User Provisioning Common Application Administration New Common Calculation Manager New - Common Installation and Configuration New - Common Lifecycle Management
Highly Scalable BI Foundation

Providing Insights Across the Enterprise
EPM Workspace
BI Applications
BUSINESS INTELLIGENCE FOUNDATION

Common Enterprise Information Model Essbase BI Server Predictive Analytics
Fusion Middleware
OLTP & ODS Systems
OLAP
Excel XML
Business Process
Unifying BI Foundation with Bi-Directional Integration

Essbase as a Source
Ad hoc Analysis Interactive Reporting & Dashboards Publishing Proactive Detection and Alerts MS Office & Outlook
Essbase as a Target
Essbase Essbase Studio
Common Enterprise Information Model BI Server
Common Enterprise Information Model BI Server
OLTP & ODS Files Systems Data Warehouse Excel Data Mart XML
+
Essbase OLTP & ODS Systems Data Warehouse Data Mart Files Excel XML
Oracle Essbase Studio Single Design Environment

Unifies modeling of many sources
Structured relational Unstructured relational Flat files, XML files EPM Architect Dimensions OBIEE
Enables reuse at a granular level

Reuse of hierarchies, metrics, cube schemas
Lineage tracking Drill anywhere

Relational OBIEE, BI+ repository URL, FDM Essbase, Java method
23 Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only
General Essbase Enhancements

Optimized Multi-Dimensional Calculation Engine
Varying attributes
Month Sales Representative
April 6000 Jones
May 2000 Jones
June 1000 Smith
July 1000 Smith
August 7000 Smith
Varying attribute: Associated with Product dimension, varies with independent dimension (Time)
Text and dates can now be treated as measures in multidimensional reporting.

Qualitative values, such as satisfied, can be directly aggregated.
The Power of Aggregate Storage Streams

Trickle-feed into a persisted Essbase cube
Disk-based With any and all aggregations
Essbase is online through the trickle-feed process

Read & Write co-exists with trickle-feed
Oracle Hyperion Financial Reporting

New Annotations & Threaded Dialogs
Market-Leading Packaged Applications

Financial and Operational EPM Workspace
BI APPLICATIONS
Sales Service Contact Center Procurement & Spend Finance Marketing Supply Chain & Order Mgmt HR
Fusion Middleware
OLTP & ODS Systems
OLAP
Excel XML
Business Process
Oracle BI Applications
Complete, Pre-built, Best Practice Analytics
Auto Comms & Media Complex Mfg
Consumer Sector
Energy
Financial Services
High Tech
Insurance & Health
Life Sciences
Public Sector
Travel & Trans
Sales
Pipeline Analysis Forecast Accuracy Sales Team Effectiveness Up-sell/ Cross-sell Cycle Times Lead Conversion
Service & Contact Center

Service Effectiveness Customer Satisfaction Resolution Rates Service Rep Efficiency Service Cost Churn & Service Trends
Marketing
Campaign Effectiveness Customer Insight Product Propensity Loyalty & Attrition Market Basket Analysis Campaign ROI
Procurement & Spend Direct / Indirect Spend Buyer Productivity Off Contract Purchases Supplier Performance Purchase Cycle Time Employee Expenses
Supply Chain & Order Management Revenue and Backlog Inventory Fulfillment Status Customer Status Order Cycle Time BOM Analysis
Financials
General Ledger Accounts Receivable Accounts Payable
Human Resources
Employee Productivity Compensation Compliance Reporting
Cash Flow
Profitability Expense Management
Workforce Profile
Retention Analysis Return on Human Capital
Source adapters: Oracle BI Suite Enterprise Edition Plus
and Other Operational & Analytic Sources
Comprehensive Content Across Applications

Oracle BI Applications
Support for PeopleSoft 8.9/9.0 HR and Financials New Procurement and Spend Analytics Oracle EBS R12 PeopleSoft Financials 8.4, 8.8, 8.9, 9.0 PeopleSoft HR 8.9, 9.0 Siebel 8.0, 8.1
By the Numbers Applications 8
Dashboards
Reports Metrics
35
973 3,021
Immediate Value. Lower TCO. Built-in Best Practices.
Market-Leading Packaged Applications

Financial and Operational EPM Workspace
Performance Management Financial Strategy Business Profitability Applications Reporting & Management Planning Management
Compliance
PERFORMANCE MANAGEMENT APPLICATIONS
BI Applications
Fusion Middleware
OLTP & ODS Systems
OLAP
Excel XML
Business Process
User-Driven Enhancements to Market Leading Applications

Hyperion Financial Management
New Equity Pickup Module Enhanced Intercompany Processing BI Publisher Integration for System Reporting Oracle Data Integrator Support Drill-Through to Oracle EBS
#1
Financial Consolidation, Reporting and Analysis
Hyperion Planning
Ad-hoc Analysis in Smart View Document Attachments Oracle Data Integrator Support Drill-Through to Oracle EBS
Hyperion Strategic Finance (CY2008)

Support for Financial Data Quality Mgmt Automated Export to Essbase Integration with Oracle Crystal Ball
#1
Planning and Budgeting
New Predictive Planning Capability

Integration of Crystal Ball with Planning
Monte Carlo simulations Assign probability distributions to uncertain assumptions Run thousands of simulations Analyze range of outcomes and probabilities Assess model sensitivities
Hyperion Financial Data Quality Management
SOURCE SYSTEMS
GUIDED WORKFLOW USER INTERFACE DATA PREPARATION SERVER EPM SYSTEM COMPONENTS
Hyperion Financial Management Hyperion Planning Hyperion Essbase Hyperion Enterprise Data Marts
EPM Adapters
Prepackaged integration Data loading including supplemental data, line item detail Dimensional mapping verification Process management
Excel Flat files ODBC GL/ERP Oracle EBS
Data cleansing and transformation Task scheduling Text and document archive Audit review Data staging
Drill-through to General Ledger

Insight into Action in a Single System
Hyperion Financial Management Hyperion Planning
Hyperion FDM
Oracle EBS R11
Oracle Account Analysis and Drill-Down for both Actual and Budget
Oracle Hyperion Profitability and Cost Management

Provide Actionable Insights into Costs and Profitability
A packaged application that drives business performance by:

Discovering drivers of cost and profitability Empowering users with visibility and flexibility Improving resource alignment
Leverages the power of Essbase Designed for the business user Leverages existing IT investments
Leveraging Fusion Middleware to Lower TCO
EPM Workspace Performance Management Applications
BI Applications

FUSION MIDDLEWARE
SOA Data Quality Data Integration MDM Identity Management Content Management Business Process Management
OLTP & ODS Systems
OLAP
Excel XML
Business Process
Integration with Oracle Fusion Middleware

SOA Suite
BPEL Integration
Application Server
Deployment to 10gR3
Enterprise Management
System Installer Oracle Patch Installer Lifecycle Management
Identity Management
Oracle Internet Directory Oracle Virtual Directory Oracle Identity Manager Oracle SSO For Workspace
Data Integration
Oracle Data Integrator
Leveraging Common Master Data Across the Enterprise

Data Governance & Compliance
Operational Systems
Operational MDM Apps
Analytical MDM Apps
Analytical Systems
Siebel
DW
Customer
Analytical
Financial
Supplier
Product
EBS
BI &Datamarts
SAP
Planning
Custom Apps
Oracle Customer Hub
Oracle Product Hub
Oracle Hyperion Data Relationship Management
Financial Consolidation Budgeting
External Apps
Application Integration Architecture Oracle Fusion Middleware
38
Oracle Hyperion Data Relationship Management

New Features
Process Management and Workflow Integration (including Oracle BPEL) Metadata Lifecycle Management Packaged Application Templates
Best practice, pre-packaged metadata configurations HFM, Planning, Essbase
Customer Benefits and Value

Streamlined governance of master data changes Improved system management and lower TCO Easier, reusable integrations with connected systems
Oracle EPM System

Driving Management Excellence
SMART
Market-leading Products and Technology Advanced Integration Improves Agility and Lowers Cost of Ownership
Pervasive Intelligence Across the Enterprise
AGILE
ALIGNED
Further Reading http://www.oracle.com/epm

Management Excellence White Papers:
How Tomorrow's Leaders Will Get Ahead
Coming Soon
The Metrics Reloaded From Strategy to Success Techniques and Technologies
Profit Online Podcast Beyond Competitive Advantage:

EPM and Management Excellence
Publications
Journal of Management Excellence, Issue 1 and 2
EPM and BI at OpenWorld 2008

Over 100 BI/EPM/Hyperion sessions 30 Demo Pods for BI/EPM/Hyperion Applications Lounge Meet the Experts Sessions Hands On Labs for Essbase and Oracle BI Enterprise Edition EPM Customer Reception
Key EPM/BI Sessions OpenWorld 08

Session #
S299581 Monday 1:00PM
S298673 Monday 4:00PM
Title
Oracle Business BI Roadmap and Strategy
Optimizing Management Processes with EPM
Speaker
Paul Rodwick - Oracle
Thomas Oestreich Oracle
S298674 Tuesday 9:00AM

S298636 Tuesday 5:00PM S298672 Thursday 9:00AM S301316 Thursday 9:00AM
Performance Leadership, Frank Buytendijk - Oracle The Next Level of Performance Management
Oracles Roadmap for Hyperion EPM Products Customer Panel: Accor Group, France Telecom, and Schneider Electronics Building a Sustainable Business: A Contrarian View Rich Clayton, Bill Guilmart - Oracle Gauthier Vasseur Oracle Moderator Frank Buytendijk Oracle Green Room
Meet the Experts

Applications Lounge - Moscone West - 2nd floor Monday September 22 - 2:00 p.m. 4:00 p.m. Essbase Tuesday September 23 - 12:30 p.m. 2:30 p.m. HFM / FDM Wednesday September 24 - 12:00 p.m. 2:00 p.m. Planning Thursday September 25 - 9:00 a.m. 11:00 a.m. Common EPM Technologies (Workspace, Smart View, DRM, etc.)
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Oracle's EPM Product Strategy & Roadmap

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Oracles EPM Product Strategy & Roadmap

Management Excellence: The Next Competitive Edge

ERP Has Leveled the Playing Field Creating Operational Efficiencies

Human Resource Management Technology Development

Develop to Procurement Release

Pillars to Achieving Management Excellence

Rationalize Your Management Systems

Oracles Framework for Achieving Management Excellence

Management Excellence Delivered

Oracles EPMS Integrates Key Management Processes

Introducing Oracle EPM System

Oracles Enterprise Performance Management System

Business Intelligence Foundation

OLTP & ODS Systems

Data Warehouse Data Mart

SAP, Oracle, Siebel, PeopleSoft, Custom

Oracle EPM System, Fusion Edition V11.1.1

AGILE: Advanced Integration Improves Agility and Lowers TCO

Pervasive Intelligence Across the Enterprise

Pervasive Information Access Through Common Delivery Layer

Performance Management Applications

Business Intelligence Foundation

OLTP & ODS Systems

Data Warehouse Data Mart

SAP, Oracle, Siebel, PeopleSoft, Custom

One Window, not Multiple

Unified Microsoft Office Interface

Adhoc Reporting Stylized Output:

Unified Desktop Gadgets

Pluggable Services Architecture

Common Foundation Services

Highly Scalable BI Foundation

BUSINESS INTELLIGENCE FOUNDATION

OLTP & ODS Systems

Data Warehouse Data Mart

SAP, Oracle, Siebel, PeopleSoft, Custom

Unifying BI Foundation with Bi-Directional Integration

Common Enterprise Information Model BI Server

Common Enterprise Information Model BI Server

Oracle Essbase Studio Single Design Environment

Enables reuse at a granular level

Lineage tracking Drill anywhere

General Essbase Enhancements

Month Sales Representative

April 6000 Jones

May 2000 Jones

June 1000 Smith

July 1000 Smith

August 7000 Smith

Text and dates can now be treated as measures in multidimensional reporting.

The Power of Aggregate Storage Streams

Essbase is online through the trickle-feed process

Oracle Hyperion Financial Reporting

Market-Leading Packaged Applications

Business Intelligence Foundation

OLTP & ODS Systems

Data Warehouse Data Mart

SAP, Oracle, Siebel, PeopleSoft, Custom

Insurance & Health

Travel & Trans

Service & Contact Center