Hyperion Enterprise Performance Management (EPM) Applications V11 Len Romano, Regional Director-Central

1. Hyperion Enterprise Performance Management (EPM) Applications V11Len Romano, Regional Director-Central

2. SUCCESS Create Strategic Vision RECOGNITION Define Project Goals VALUE ACHIEVEMENT Quantify Success CONFIDENCE Implement Solutions Develop Client Expertise TopDown Consulting, Inc. At a Glance • Oracle Certified Advantage Partner • Over 400 successful customers globally Differentiators • Experts in EPM and BI solutions • Financial Reporting and Close Cycle • Planning, Forecasting, and Modeling • Operational Reporting and Analysis • Scorecards and Dashboards • Proven Project Success Methodology™ • Infrastructure and Technical Expertise • TopDown Migration Manager™

3. What is Enterprise Performance Management • Set of integrated, closed-loop management and analytic processes, supported by technology, that address financial as well as operational activities • Enables businesses to define strategic goals, and then measure and manage performance • Core processes linked to organizational strategy • Financial and Operational Planning • Consolidation and Reporting • Modeling & Analysis • Monitoring of KPI’s

4. System 9  EPM Fusion Edition v11 Premier support for v9.3 ends – Jan 2012 Premier support for v11.1 ends – Jul 2013 What version do I use?

5. Oracle Performance Management Applications Strategic Products

6. Oracle Performance Management Applications Continued Support

7. Oracle EPM Fusion EditionWhat’s New and Key Features

8. EPM Workspace EPM Workspace Web Search • Alerts Mobile Desktop Office Performance Management Applications BI Applications BI Applications Business Intelligence Foundation Fusion Middleware OLAP Data Warehouse Data Mart Business Process OLTP & ODS Systems SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML

9. Oracle EPM WorkspaceOne Window, not Two • Self-service Personalization • Contextual navigation • OBIEE and BI Publisher integration • WebCenter integration • Spans all solutions in the Oracle EPM System 9

10. Common User Provisioning Common Application Administration New – Common Calculation Manager New - Common Installation and Configuration New - Common Lifecycle Management Common Foundation Services

11. New Common Calculation Manager Simplifies Business Rules Development

12. EPM Architect Unifies Application Construction Lowering TCO Dimension LibraryCommon, extensible components Dimension MappingLink Applications Data SynchronizerProcess Synchronizations Application LibraryOne Control Center

13. Oracle Hyperion Financial ReportingNew Annotations & Threaded Dialogs

14. Performance Management Applications Web Search • Alerts Mobile Desktop Office Performance Management Applications BI Applications BI Applications Financial Reporting & Compliance Strategy Management Business Planning Profitability Management Business Intelligence Foundation Fusion Middleware OLAP Data Warehouse Data Mart Business Process OLTP & ODS Systems SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML

15. Hyperion PlanningNew Features • Enhanced Data Form Usability • Smart View: • Smart Slices • Adhoc Analysis • User Interface Enhancements • Member Aliases Displayed • Document Attachments • Workspace documents • External document repository • Drill-through to Oracle EBS Financials via FDM • Oracle Data Integrator Support

16. Hyperion Smart View New Features • Adhoc Reporting • Stylized Output: • Formats • Tables • Charts • Formulae • Data Entry and Apps Processing • Word and PPT • Now works with OBIEE as source

17. Hyperion Financial ManagementNew Features • New Equity Pick-up Module • Phased Submissions Enhancements • Intercompany Transaction Enhancements • Oracle BI Publisher Templates for System Reports • Extended Analytics Creation of Flat Files • Extended 64 Bit Platform Support • Drill-through to Oracle EBS Financials via FDM • Oracle Data Integrator Support

18. Data cleansing and transformation Task scheduling Text and document archive Audit review Data staging Financial Data Quality ManagementNew ERP Source Adapter GUIDED WORKFLOW USER INTERFACE SOURCE SYSTEMS EPM Adapters DATA PREPARATION SERVER EPM SYSTEMS • Excel • G/L • ERP • Flat files • ETL repositories • Oracle EBS • Prepackaged integration • Data loading including supplemental data, line item detail • Dimensional mapping verification • Process management • Hyperion Financial Management • Hyperion Planning • Hyperion Essbase • Hyperion Enterprise • Data Marts

19. Drill-through to General LedgerInsight into Action in a Single System Hyperion Financial ManagementHyperion Planning Oracle EBS R11 Hyperion FDM Oracle Account Analysis and Drill-Down for both Actual and Budget

20. Oracle Hyperion Strategic FinanceNew Features • Graphical Interface Enhancements • Automated Export to Essbase • Support For FDM • Drill-back to Source for Root Cause Analysis • Forward Audit Trail for Auditors & Compliance • Cell Text Annotations • Visual Scenario Analysis using Monte Carlo Simulation through Oracle Crystal Ball

21. Portlet Pages Oracle, SAP, IBM, BEA, MSFT Multi-Value Targets Scores Calculated using Targets Differing Target and Result Frequencies Simultaneous Target and Result Entry Period to Date Results Embedded Custom Reports User Interface Improvements Oracle Hyperion Performance ScorecardNew Features

22. Hyperion Profitability and Cost ManagementProvide 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

23. Oracle Essbase StudioSingle Design Environment Fosters Reuse, Consistency • 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

24. Varying attributes Text and dates can now be treated as measures in multidimensional reporting. Qualitative values, such as “satisfied,” can be directly aggregated. Essbase Enhancements DeliveredOptimized Multi-Dimensional Calculation Engine Varying attribute: Associated with Product dimension, varies with independent dimension (Time)

25. Benefits of Upgrading to Version 11 • Commonality across applications • Base for all future releases • Fixes v9.3.x issues • Performance enhancements • Version 11 = v9.5 • Upgrades may require step upgrades >v9.2

26. OBI + Hyperion Integration Releases EPM Fusion Edition 11.1.3 Hyperion EPM 9.3.1 Hyperion EPM 9.3.1.x Major release Oracle integration Calc Manager Essbase Studio Profitability Mgmt IR-Essbase integration Oracle Branding Oracle integration SmartSpace SmartViewOffice 2007 EPM System Fusion Edition Localization Release Next EPM/BI Release Major Integration Release OBI EE11g OBIEE 10.1.3.4 OBIEE 10.1.3.3.x Discoverer Migration to OBIEE Workspace Integration SmartView Integration SmartSpace Integration Major release Answers+ EPM integration Action Framework Advanced Visualization OBIEE 10.1.3.3 Essbase integration Available Now "This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

27. Contact Information • Len Romano • Regional Director • (708) 453-1549 • lromano@topdownconsulting.com