Enterprise Performance Management: Strategy and Roadmap Nigel Youell Senior Director Oracle Business Analytics Product Marketing Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement 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 © 2014, Oracle and/or its affiliates. All rights reserved. | Opportunity: The Changing Role of Finance Cost – Containment Strategies Investments in growth Weak Collaborations Strengthening Partnerships Technology Wary Technology Advocate Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Focus on speed of response and effective decision making Flexibility to respond and adapt to changing business conditions Strategic adoption of technology as a growth enabler 2014, Oracle and/or its affiliates. All rights reserved. | Source: Empowering Modern Finance: theCopyright CFO as©Technology Evangelist , Accenture & Oracle, 2014 4 Opportunity: Major Technology Inflections MOBILE CLOUD BIG DATA PREDICTIVE Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 90% 43% 27% 22% Will change how Finance is structured and run Will support growth initiatives Will improve competitive position Will improve customer interactions Copyright © 2014, Oracle and/orWorld its affiliates. All rights reserved. Source: CFO Summit Survey, Oracle Open 2013 | 6 Oracle is Investing to Exploit these Opportunities EPM Product Development Priorities • Innovate with new EPM applications • Deliver the full range of EPM applications in the Cloud • Continue to extend the lead in existing applications • Exploit Mobile and Social capabilities to extend EPM usage Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Enterprise Planning Product Roadmap Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Enterprise Planning: Highlights of past 18 months • Hyperion Planning 11.1.2.3 release • Business user functionality available on Tablet devices • Mobile app for workflow & approval • Introduction of Planning and Budgeting Cloud Service Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Hyperion Planning Highlights of 11.1.2.4 release • Valid Member Combinations • User Defined Planning Sand Box • Grid improvements – Instantaneous Calculations – Conditional formatting • Cloud innovations available for on premise deployments • Usage Statistics & Analysis Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Planning Modules: Workforce, Capital Asset, Project Financial & Public Sector Planning Highlights of 11.1.2.4 release • Financial Reports for Public Sector Decision Packages • Project Financial Planning – Vendor dimension – Deploy features Incrementally – Primavera P6 integration • Workforce Planning integration with EBS HR • Roadmap – Mobile Friendly Interface for module content – Seamless upgrade of module content Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Hyperion Profitability and Cost Management Highlights of 11.1.2.4 release • New Ledger Model Type – Expand Use Case Coverage • True Business Rule for offline Management reporting needs • Multi-step support – Tighter Integration with HFM / GL – Analysis Support for Management Ledger • Extend leverage of Exa platforms for performance – Parallel calculation enhancements • Operational Transfer Pricing solution Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Consolidation & Close Product Roadmap Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Consolidation & Close: What’s New & What’s Coming…. Past 18 months: Highlights Next 12 months: Highlights • HFM 11.1.2.3 release • HFM 11.1.2.4 release • Mobile workflow & approvals for HFM and Tax Provision • FDM EE based on ERPI • New Tax Provision module based on HFM – Lighter, Faster, Simpler & Portable – HFM on Exalytics • New Supplemental Data Management module • New Tax Governance module • Mobile workflow for FCM Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Hyperion Financial Management Lighter, Faster, Simpler & Portable • Platform Independent • Simplicity – Windows and Linux (Exalytics) support • Significant Performance Improvements – Multi-core scaling for Consolidation, Data Retrieval/Loads, Metadata Loads – Fast UI Interactions and Responsiveness – Improved Database Interaction (ODBC replaced ADO driver) – – – – Simplified Deployment Architecture Support for Multiple Databases per instance Streamlined Integrations, Java based API Online monitoring (Exalytics only) • Easy Install and Upgrade – One click install (Exalytics only) – No application changes required – Full support for LCM including data and process status Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | HFM 11.1.2.4 – Early Customer Validation Results • Global Mining Company Financial Services Company Construction Materials Company – HFM 11.1.2.2 – HFM 11.1.2.1 – HFM 11.1.2.1 – 450 Users – 850 Users – 800 Users across 60 countries – 2200 Accounts, 2800 Entities, 400 custom members – 10000 Accounts, 15000 Entities, 3000 custom members – 3400 Accounts, 12000 Entities, 400+ custom members – 4 million rec. year/scenario – 11 million rec. year/scenario • Performance Gains • Performance Gains • Performance Gains Consolidation: 2 hr 6 min Consolidation: 53 min 21 min Consolidation: 40 min 5 min Publish Data: 11 min 1.30 min Extract Data: 1hr 12 min Load Metadata: 50 min 3 min Load Security: 25 min 2 sec “Change in regulations will force us to collect more data.11.1.2.4 performance will definitely help us tremendously.” -- Financial Services Customer Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal 16 New FCM Module: Supplemental Data Manager Standardize and Automate Supplemental Data Collection • Management of supplemental data – Financial and Non-Financial – Workflow and collaboration • Integration with HFM – Metadata and Data – Post to and Drill Back from • Integration with Smart View – Smart View Template, Data Entry, Start from existing spreadsheets • Integrated Dashboards and Reporting Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | New Tax Module: Hyperion Tax Governance Workflow and control framework for Corporate Tax • New module within Tax Suite • Reduce Risk – Provides visibility to task-level status – Reduces manual effort through centralized process management • Covers both Operations and Supplemental Schedules – Task management, workflow, calendaring – Data collection, standardization, prebuilt content for R&D Credit, FIN48) Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | FDM EE, DRM and Mobile Product Roadmap Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Data Quality Management Enterprise Edition Highlights of 11.1.2.4 release • Migration assistance for customers moving from FDM to FDM EE – Migration of core artifacts from FDM to FDMEE in 11.1.2.4 • Additional integrations – – – – – Data Sync between EPM Applications Tax Provision and Explicit support for HPCM Fusion Commitment Control with PSPB Data Warehouse Adapter: Import from any relational db source with simple UI mapping SAP BW Metadata Load • Roadmap – Data Relationship Management: load from ERP; import maps – Sub-ledger transactions for Account Reconciliation Manager (via generic table/view adapter) Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Data Relationship Management Highlights of 11.1.2.4 release • Data Relationship Governance – – – – – – – Conditional workflow stages Workflow task enhancements Request page improvements Load request items from file Request attachments Request auditing Separation of duties • DRM integration with PBCS • DRG approvals in EPM Mobile • Import Enhancements – – – – – Single section file and skip rows Create hierarchies from orphans Assign validations/hierarchy groups/node types Reverse lookup for defined properties Multi-line formatted memo property • Export Enhancements – Substitution parameters, Hierarchy groups, Dynamic export columns • Improved scalability and performance Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | EPM Mobile Highlights of 11.1.2.4 release • Extend EPM Mobile for: – Financial Close Manager (FCM) – Data Relationship Governance (DRG) • Usability Enhancements – Support multiple connections – Private Store Distribution • Roadmap – Device Calendar integration (for due dates) – User profile picture display – Launch EPM Mobile directly from device’s email notifications Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Essbase What’s New Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Essbase Recent Enhancements • Execute any FIX blocks in parallel, Overcome restrictions of CALC PARALLEL BEFORE FIX ( @RELATIVE(“Version”, 0)) DATACOPY “100-10” TO “300-10”; … ENDFIX • Reduce BSO fragmentation with In-Place block write AFTER FIXPARALLEL (4, @RELATIVE(“Version”, 0)) DATACOPY “100-10” TO “300-10”; … ENDFIXPARALLEL • BSO/ASO Hybrid Aggregation Mode – Combine the power of BSO models with ASO dynamic performance – 100% backward compatible with existing BSO databases – Zero Learning Curve Script Performance FIX 22.19 Sec FIXPARALLEL 4 5.94 Sec Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Improvement 3.7 X Essbase and Planning on Exalytics • Focus on mix load activity for Planning Exalytics BSO Mix Load Essbase 11.1.2.3 vs. Essbase 11.1.2.3.500 – Multi user scalability for concurrent query and calculation operations 35 60 29.5 30 • Benefits customers deploying Essbase and Planning on Exalytics 27.3 25 – Better scalability with full utilization of Exalytics cores and memory – Strong differentiation from commodity HW – Patentable lockless algorithms • 3.5X improvement from Exalytics v1 20 21.7 40 17.7 30 15 20 8.7 8.3 10 7.3 5.7 10 5 0 – Focus on higher scalability for realistic multiuser workloads 50 14.4 22.7 Default 16.8 29.5 20 26 44.5 32 48.5 40 Essbase 000 CPU Essbase 500 CPU Essbase 000 TPS Essbase 500 TPS Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 41 0 EPM Cloud Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Introducing Oracle EPM Cloud Proven. Comprehensive. • Oracle EPM Cloud is Proven – Based on Hyperion EPM technology deployed at thousands of global customers – Spans the needs of corporate and operational finance across management and statutory processes – Supports hybrid cloud and on-premise deployment models • Oracle EPM Cloud is Comprehensive – Planning and Budgeting Cloud Service: in General Availability – Financial Performance Reporting Cloud Service: in Preview – Financial Consolidation and Close Cloud Service: in Active Development Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle EPM Cloud Oracle Planning and Budgeting Cloud Service • Enterprise Planning with the Simplicity of the Cloud • Full power of Hyperion Planning, Available in the Cloud • Rapid implementation: Application creation wizards, Starter kits and templates for implementation in weeks • Flexible deployment choices: Cloud and on-premise models, Tools for application migration • Enterprise Grade: Security, High Availability, Scalability • Fully Managed: Patched, Backed Up, Upgraded by Oracle General Availability Now Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Planning and Budgeting Cloud Service Strong Customer Momentum Launched: February 14, 2014 Clients across industry Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech 150+ Customers to date Built on over 15 years of Product Innovation Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 6000+ End Users and growing! Available and Supported Globally 24 X 7 X 365 Financial Performance Reporting Product Roadmap Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Reporting: The Opportunity • Management & Statutory reporting remains manual and ad-hoc at most organizations – Monthly, quarterly fire-drill to get Board Books and report packages done and delivered – Lacks process rigor and collaboration – Manual effort Time consuming, Expensive • The opportunity – Deliver a common solution framework to address the needs of internal (management) and external (statutory) reporting needs Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Today’s Financial Reporting Tools Fall Short • Error-prone in combining Data (what) with Narrative (who, when, why) – Re-keying of data into report – Unable to analyze data to validate narrative • Challenging to bring Subject Matter Experts into the process – Weak security to support “Need to Know” access to content – Insufficient collaboration features for centralized commenting on content – Hard to track progress and who is currently responsible for individual areas of content • Lacks versioning and auditing functionality – Time wasted tracking versions – Contributors unable to see history of individual areas of content Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Introducing: Financial Performance Reporting Cloud Service • Addresses the needs of external (statutory) and internal (management) reporting needs • Combines narrative-based management and statutory reporting needs in one service • Comprehensively address authoring, collaboration, commentary and delivery needs via a Report Package • Deliver secure, auditable, and role-based access to users, on desktop and mobile devices • Built on a modern, cloud-native technology architecture – Mobility, Consumerization, Self Service – Rapid time-to-value and lower cost of ownership Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Financial Performance Reporting Cloud Service Operations Reviews Board Packages Project Funding Proposals Group Budget Reviews Regulatory Reporting Public Disclosures Audit Reports Stakeholders Authors Report Owners Approvers Signers Financial Performance Reporting Cloud Reviewers Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 34 EPM Cloud: Hybrid Deployments • Adding a SaaS module to an existing on premise deployment – Traditional Consolidation customer adopting Planning for the first time – Existing Planning customer adding LOB deployments leveraging the cloud – On premise customers transitioning over to the cloud – On premise customer adopting FPRCS • Integration Use Cases – Application migration leveraging LCM – Metadata Governance with DRM – Data integration with FDM EE – Integrated reporting leveraging FR or Smart View – Common security provided by Federated SSO – Process integration over RESTful Web Services Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 35 EPM Cloud Roadmap: CY 2014-2015 2HCY 2014 FPRCS first release 1HCY 2015 PBCS Modules & Apps: Workforce, Capital Asset, P&L, Project Financial Planning Public Sector Planning FPRCS: XBRL Tagging, Black Lining 36 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle is Investing to Extend Our Lead in EPM Product Development Priorities • Innovate with new EPM applications • Deliver the full range of EPM applications in the Cloud • Continue to extend the lead in existing applications • Exploit Mobile and Social capabilities to engage new EPM users Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | More Information http://twitter.com/OracleAnalytics www.facebook.com/OracleBusiness Analytics http://blogs.oracle.com/EPM http://blogs.oracle.com/bi_pulse http://www.youtube.com/evolvingBI www.oracle.com/businessanalytics Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 38
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