Hyperion Product Update for Michigan HUG

2. Hyperion Product Update for Michigan HUG John O’Rourke – Sr. Director, Product Marketing September 2003 Confidential Customer Briefing

3. Agenda Agenda Agenda Hyperion Company Update Solutions Overview Product Updates Summary and Questions

4. Hyperion Helps the Global Enterprise We create business performance management solutions that enable our global customers to: • Translate Strategies into Plans • Monitor Execution • Gain Insights to Manage and Improve Performance Management Business Business Performance Management Performance

5. #1 Financial Consolidation (03/2002) #1 Bus. Performance Mgmt. (03/2003) Hyperion’s Market Leadership #1 in Financial and Business Performance Management Applications #1 in Budgeting & Planning #1 in OLAP • Domain experts with a record of innovation with 20+ years of experience • 50th largest software company (Software Magazine – Software 500) • 8 out of the 9 CFO Excellence Award winners are Hyperion customers (CFO Magazine, 10/01) • Over 6000 customers with 86 of the Fortune 100 • $510 Million USD revenues in FY03 (30.06.03) • Profitable with a very strong balance sheet • > 2.200 employees in over 20 countries • >330 partners and distributors world wide “Visionary” in Corporate Performance Management (10/2002)

6. Hyperion Business Performance Management Creating a Management Environment: Translating Strategy & Plans into Execution Business Performance Management software enables organizations to translate strategies into plans, monitor execution and provide insight to manage and improve financial and operational performance.

7. Hyperion signs agreement to acquire Brio to extend leadership in Business Performance Management Hyperion signs interim OEM agreement to bring Brio enterprise reporting, query & analysis and dashboard capabilities to Hyperion customers Recent News Summary

8. Why Brio? • Shared vision for Business Performance Management • Complementary award-winning products fill gaps • Adds ad hoc Q&R, enterprise reporting, KPI management and dashboarding capabilities to our platform • Leadership in Ease of Use • Easily used by: Data administrator, financial business analysts, and operational business users • Rapid deployment = Low TCO • Easily deployed to tens and thousands of users • Extends our reach beyond Finance • Improved corporate viability + our distribution channel will increase consideration and adoption of Brio products

9. Complementary BPM Capabilities Business Performance Management Analytical Applications Business Intelligence Planning & Modeling Consolidation & Reporting Query & Reporting Enterprise Reporting Scorecard KPIs OLAP Hyperion Hyperion Brio Brio End-to-end, fully-integrated BPM provider

10. Agenda Agenda Agenda Hyperion Company Update Solutions Overview Product Updates Summary and Questions

11. You ain’t seen nothing yet!

12. Who Sr. Management Boards What More Detailed Faster Reporting Disclosure Controls and Procedures New Rules Sales Management Sign-off Operations More Current Planning Auditors Finance Staffs New Rules Have Wide Impact

13. The Industry Analyst Viewpoint Quote CPM “Corporate performance management (CPM) is an umbrella term that describes the methodologies, metrics, processes and systems used to monitor and manage an enterprise’s business performance. During the past year, CPM has emerged from the anticipated fallout of, as well as the actual reactions to, such corporate events as the Securities and Exchange Commission’s (SEC’s) recent reporting and disclosure policy changes.” Managing Corporate Performance to Outperform Competitors L. Geishecker, F. Buytendijk COM-18-3797, October 2002

14. The Industry Analyst Viewpoint "We believe that to effectively cope with Sarbanes-Oxley, firms should enable the following: Business Performance Management (BPM) metrics, reporting, and planning: These provide visibility into key strategic metrics and align organizational performance management. This includes operational statements linked to dynamic business plans that can highlight anomalies and provide workflow to ensure awareness and action. Financial reporting and consolidation from BPM solutions: These are tools to consolidate multiple ERP solutions and provide capability for eliminating entries for inter-unit activity as well as provide capability for booking minority interests (e.g. joint ventures). Continuous exploratory reporting on accounting details with BI tools: These are tools that extend beyond BPM to report from ERP and data warehouses/data marts for transaction-level accounting details." John Van DeckerMeta GroupSarbanes-Oxley: The Impact on Financial ReportingMarch 2003

15. Scorecarding & Dashboards Modeling Tailored Applications Business Performance Management Solutions Financial Consolidations & Reporting Planning Budgeting & Forecasting Application Framework Platform Services ERP’s DW Legacy SCM CRM Hyperion’s Solution to Business Performance Management Finances Organization Products Customers Hyperion Platform

16. Hyperion Performance Scorecard A solution to assist organizations with setting goals as well as measuring and monitoring business performance using recognized scorecarding methodologies Hyperion Business Modeling An environment to model the interdependencies of a business that enables organizations to test scenarios, optimize resources and to predict profitability An application that gives executives real-time information on alternative strategies, enabling them to accurately assess earnings and demonstrate the quality of earnings in relation to cash flow both short and long term. Hyperion Strategic Finance A comprehensive budgeting and planning solution that drives collaborative, event-based planning processes throughout the organization Hyperion Planning Hyperion Financial Management An enterprise scale financial management & reporting solution that unifies all decision makers across the enterprise Provides an integrating BI platform for business performance management applications. It delivers the foundation technologies and services to support comprehensive, robust applications Hyperion Platform Hyperion’s Business Performance Management Offerings

17. Update - Hyperion Enterprise and Pillar Continued Commitment • Ongoing product development focus is on customer-driven enhancements • Committed to maintenance/support for years to come • Continued demand in world markets and selected new market segments • Working with existing customers for upgrades • Upgrade and conversion strategies in place • Working with customers that need the new capabilities

18. Agenda Agenda Agenda Hyperion Company Update Solutions Overview Product Updates/Directions Summary and Questions

19. Product Vision: Driving Performance Accountability Everywhere • Extend BPM leadership with solutions for financialand operational decision makers • Most comprehensive suite of integrated BPM applications that share a single common platform • Integrated reporting and analysis capabilitiesacross packaged and tailored BPM applications • Non-disruptive solution which leverages existing transaction systems and delivers a consolidated view of organizational performance and one version of the truth

20. Capabilities Scalable Web architecture Sarbanes-Oxley Support Statutory consolidation Smart dimensionality Extended analytics “Excellent Plus” RatingHighest among 7 companies Financial Consolidations and Reporting Hyperion Financial Management • Benefits • Shortens reporting cycle time to internal and external stakeholders • One version of the truth • Global compliance • Self-service access to corporate financials • Link financial with operational data

21. Hyperion Financial Management Product Strategy • Focus on integration with Hyperion platform and other apps. • Focus innovation on improving application navigation to improve ease of use and competitive position • Expand Sarbanes-Oxley differentiation: • Use API’s to integrate reporting process into a publishing workflow with 3rd party content management product • Partner with leading content management vendor to integrate qualitative documents with structured financial metrics • Demonstrate scalability by publishing performance benchmarks with Intel and minimize UNIX objection • Deliver XBRL support via Hyperion Reports as key technology for accelerating external reporting and providing increased transparency

22. Hyperion Financial Management Roadmap Q2 2004 Q1 2004 Q3 2004 Q4 2003 • Version 3.4 • Streamlined User Experience • Journal Enhancements • ICP Matching Report Enhancements • Dynamic View Accounts • User Compliance • Users on System Report • Data Audit • Task Audit • Web Data Entry Forms • Graphical Creation • Formatting • HFM Workspace • Tabbing of documents • Personalization of system • Templates • Process Management • Version 4.0 • Streamlined Admin Experience • Task Automation • Consolidation • Data Load • Administration • Database Mgmt on Web • Metadata Validations via Hub • De-centralized Administration • Enhanced User Mgmt • Inter-Company Module • Transaction level detail • Sarbanes-Oxley Support • Doc links • Process Mgmt Enhancements • Consolidation Progress Bar • Version 3.5 • Interoperability • Hyperion Hub • Versioning and Application Lifecycle Mgmt • Metadata and Data Sharing with Hyperion Planning • XBRL Support • HSF Integration • Common Installer • CSS Phase III (Siteminder) • Retrieve/Pivot Enhancements • Access multiple apps in one worksheet • Localized release: English, French, German, Japanese

23. Sarbanes-Oxley Act REQUIREMENT HYPERION FINANCIAL MANAGEMENT Section 302 -CEO/CFO Must Certify Submissions contain audit trail Section 404 – Internal Control Report Mandatory review/approval procedures Section 401 – Conditions for Useof non-GAAP Financial Measures Multiple organization hierarchies andchart of accounts U.S. Auditing Standards Require Autonomy from transaction systems Accelerated Reporting Web solution, I/C reconciliation, Journals IAS 2005 EU Countries to comply by 2005 IAS, GAAP, and Local Statutory Recognition and Measurement Custom dimensions; financial intelligence Consolidation and reporting Segment reporting, specialized currency, I/C Addressing Today and Tomorrow’s Compliance Needs        

24. Capabilities Scalable Web architecture Centralized repository Powerful workflow Flexible modeling and business rules Powerful reporting and analysis Hyperion Planning #1 in Budgeting & Planning Planning, Budgeting and Forecasting • Benefits • Shortens planning cycles • Dynamic, event-based planning process • Increased user participation • Improved visibility on profitability drivers • Top-down and bottoms-up

25. Hyperion Planning Product Strategy • Focus on integration with Hyperion platform and other applications • Continue to improve usability for end-users and administrators • Enhance performance for large-scale deployments • Introduce new adjunct planning modules to provide additional functionality and support enterprise planning needs beyond Finance • Enhance collaboration capabilities and address offline processing requirements

26. Hyperion Planning Roadmap Q4 2003 Q1 2004 Q2 2004 Q3 2004 • Version 3.3.1 • Enhanced Reporting • Reporting for supporting detail & annotations • Reporting on Security & Form Definition • User Interface Enhancements • Extend Web Form Size • Web form column width sizing • >15 Years Support • Leverage additional Essbase features • Time Balance/Skip • Audit tracking of metadata changes • Version 4.0 • Competitive Leapfrog • User Interface • Dynamic Intelligent Forms • Form Based Planning (Wizards) • Form Redesign Look & Feel, Colors, etc • Intelligent Form Alerting • Special Purpose Modules • Salary & Compensation • CapitalPlanning • Offline Processing Option • Process Mgmt Redesign (Workflow) • Tie data entry with process mgt. • Audit Trail • Fixed format workflow • Alerts (enhanced) • Model redesign • Version 3.5 • Interoperability • Hyperion Hub • Versioning and Application Lifecycle Mgmt • Metadata and Data Sharing with HFM • Metadata and Data Sharing with HBM • UI Enhancements • Leverage additional Essbase features • Member formulas • UDAs • Common Installer • CSS Phase III (Siteminder) • Analyzer/Planning ADM

27. Capabilities Multiple performance frameworks Balanced Scorecard Collaborative certified Web-based scorecards Integration with dashboards Benefits Unifies performance measurement Cascades strategy enterprise-wide Communicates targets and objectives Improves corporate accountability Hyperion Performance Scorecard Scorecarding & Dashboards Align Strategy With Execution

28. Hyperion Offers A Continuum of Scorecarding Solutions KPI Dashboards & Reporting SimpleScorecards Strategy Management Hyperion Analysis/DashboardStudio Hyperion PerformanceScorecard Hyperion PerformanceScorecard Solution Link to Strategy Execution – align organization Accountability; Link measures to people Measure and Monitor Results Fundamentals Dashboards Hierarchical measures Drill-down Measures & actions organized by team Strategy deployment Cause & Effect model Concepts Day-to-Day Performance Monitoring Ensure balanced view of business Strategy validation, enhanced communication Objectives

29. Hyperion Performance Scorecard What’s New in… • 100% web to lower enterprise-wide deployment costs • Measure dimensionality to simplify measurement process • Initiative tracking for greater organizational buy-in • Single sign-on support leverages existing infrastructure • Common user interface provides continuity across solutions

30. Operational Constraint-based EVA Activity management Financial M&A, Divestiture Debt restructuring Sensitivity Hyperion Business Modeling Hyperion Strategic Finance Greater Financial Visibility Through Modeling • Benefits • Optimizes resource allocation • Lowers operational risk • Manage enterprise cost structure • Measure profitability • Analyze financial impact

31. Hyperion Business Modeling What’s New in… • Triggers & Alerts warn users of potential capacity, process or profitability risks • Enterprise Model Linking increases cross functional collaboration to create one enterprise-wide model • Single sign-on support leverages existing infrastructure • Common user interface provides continuity across solutions • Extended Analytics with Hyperion Essbase

32. Business Unit consolidation • Funding alternatives • Corporate restructuring • Quarterly analysis • Earnings management • Monthly cash flow Long-Term Planning Short-Term Tactics Hyperion Strategic Finance Corporate Development Treasury • Divestitures • Value impact • M & A • Accretion / dilution • Share repurchases • Covenant & ratio analysis • Target capital structures • Macro-economic scenarios Hyperion Strategic Finance is Key to Modeling Future Outcomes and Improving Predictability

33. Introducing the Hyperion Platform Application Framework Developer Studio Reporting & AnalysisStudio Dashboard Studio Platform Services Open Application Foundation EssbaseAnalytic Services SQR ReportingServices IntelligenceQuery Services PerformanceMetricsServices Core Services Integration Services UnstructuredData MDB Legacy ERP’s DW SCM CRM

34. A Strategic Platform Lowers Costs • A Single Platform for Performance Management… • Provides the analytic power, and proven scalability to drive business performance management through every facet of your organization • That Integrates into your IT Infrastructure… • Leverages industry standards for integration, security, deployment, and development -seamlessly integrating with your enterprise • And Empowers End User Self Service • Provides the broad, easily personalized analysis, query and reporting that drives user driven solutions

35. Key Requirements of an Enterprise Wide Platform IT End User • Ease of Use • Depth and Breadth of Access • Analytic Functionality • Scalability • Manageability • Extensibility

36. The Application Framework Delivers… Performance Dashboards Spreadsheet Modeling & Planning Web Based Query & Analysis Enterprise Reporting Information viewing, understanding & decision making Information Consumers Line of Business Managers Financial Analysts Executives Personalized Information for Every End User Community

37. Tailored Desktops • Provides integrated, personalized content • Supports personal and community pages • Integrated analysis, reporting, dashboarding and applications • Easily group and organize content • Seamless user experience • Provides single, synchronized, consistent view

38. Products Inside the Studios • Dashboard • Studio Reporting & Analysis Studio • Developer • Studio • Hyperion Metrics Builder • Hyperion Intelligence • Hyperion Analyzer • Hyperion Reports • Spreadsheet Services • Hyperion Application Builder • Hyperion Objects • Analyzer Toolkit

39. Hyperion Essbase Product Strategy • Platform of choice for BPM • All users – user scalability, power user, to view user • All departments – supports diverse range of apps • All ISV’s – rich, cross platform developer kits • Compelling value proposition for CFO and CIO • Single platform, does it all • Provide customers opportunity for BI standardization • Focus on extending usage across the enterprise • Provide high scalability and performance “Enterprises will be looking to reduce BI tool proliferation and get more out of the products they have or those they are thinking of buying. Convergence often will be an enabler to standardize on a single tool.” F. Buytendijk, Gartner

40. Hyperion Essbase in Any Industry

41. Hyperion Essbase Version 7 - Platform ServicesScales to Support Enterprise BPM • Predictive Analytics & MDX • Opens up applications beyond finance – e.g. fraud detection (compliance), customer churn, marketing • Full Linux Support • Aligned with high growth in Linux - I.e. Financial Services • Global deployment and scalability • Single application, multiple countries (Unicode) – drives enterprise wide deployment • Web Service Enabled • Integrates into corporate portals, processes, development environments, leverage standards • Alerting • Broadcast functionality drives Essbase content to the widest # of users

42. Hyperion Essbase Platform Roadmap:Essbase, EIS, EAS, ESS, EDS Q2 2004 Q1 2004 Q3 2004 Q4 2003 • Version 7.0 • Intelligence • Triggers • Data Mining • MDX • Ease-of-Use • Lower TCO • Deployment flexibility • Hyperion Hub • Versioning and Application Lifecycle Mgmt • Enhanced relational integration Version 7.y Time varying dimensions ROLAP 64-Bit Clustering, cluster writeback Graphical prod. job creation • Version 7.x • “Ukraine” • Calc time • Cube size • SAP/BW support • Tuning/Monitoring wizards • Optimization utilities

43. Proposed Product Roadmap through Q3/2004 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Version 7.0Essbase Platform Version 3.5Applications Version 7.0Tools Version 7.xEssbase Platform Version 4.0Applications ScalabilityIntelligenceWeb services Functional InteropEase of UsePerformance Sparse ModelOptimization64-bit support New modules (HFM, HP)ComplianceInterop Enhancements

44. Hyperion Enterprise Roadmap Q1 2004 Q2 2004 Q3 2004 Q4 2003 • Version 6.3 • Interoperability Initiatives • Common Security Services Phase I and II • Customer enhancements • Ability to vary Dynamic Entity list by period in AutoPilot • Ability to view both entity label and description in Entities • Windows 2003 Support • Improved Enterprise Web • Data Entry Schedules • Account descriptions • Enterprise Web enhanced data load options (Entity/Account conversion tables) • Localized release (8 languages) • NOTE: Drop Support for Windows 98/NT workstation Version 6.3.1 Maintenance release • Version 6.4 • Interoperability initiatives • Hyperion Hub • Metadata and Data sharing with Hyperion Essbase, Hyperion Financial Management and Hyperion Planning • Common Installation Services • Customer enhancements • Localized release (8 languages)

45. Hyperion Enterprise Reporting Roadmap Q2 2004 Q1 2004 Q3 2004 Q4 2003 • Version 3.9 • Interoperability Initiatives • Common Security Services • Customer enhancements • Ability to set no data to zero in Analyst, Windows 2003 Support • Localized release (8 languages) • NOTE: Drop Support for Windows 98/NT workstation Version 3.9.1 Maintenance release • Version 4.0 • Interoperability Initiatives • Hyperion Hub • Report sharing with other Hyperion Enterprise sites • Common Installation Services • Customer enhancements • Localized release (8 languages)

46. Summary • Hyperion’s Focus is on Business Performance Management Market Leadership • Our Approach – Comprehensive, BI-Supported, Data Agnostic, Start Anywhere, Fast Time to Benefit • Product Strategies Balance Product Functionality and Ease of Use with Interoperability - Key to Achieving BPM • Customer and Partner Input is Essential – Any and All Feedback is Welcome

47. Don’t forget – Solutions 2004 – April - Chicago Questions? john_orourke@hyperion.com