Introduction to Planning: Solving Business Problems with Planning/PBCS

1. Introduction to Planning

2. AGENDA 1 Introductions 2 What is Planning/PBCS? 3 What Problems Does it Solve? 4 How Does it Solve These Problems? Who Does What? 5 6 How Long and How Much? 7 Show Me! (Live Demo) 8 Q&A

3. About Brian Marshall • VP of Delivery • 19+ years IT and EPM/BI Experience • 14+ years with US-Analytics • 100+ projects with US-Analytics • Presented at Kscope every year since 2010 • Frequent blogger at HyperionEPM.com EPMMarshall.com

4. About US-Analytics Dallas-based, Hyperion-focused for over 15 years with continuous business growth • We are nimble and respond quickly to customers’ needs • Over 500 clients and over 1,000 successful Hyperion engagements • Seasoned business and technical acumen with EPM and BI initiatives • Over 65 professionals with 12+ years each of Hyperion experience and certifications • Active leaders in the Oracle community • Founder of Hyperion Professional Women's Forum, advisory board leadership, conference presentations, webinars, EPM Speaker of the Year at Kaleidoscope in 2015 and 2014 • Corporate culture of integrity with 100% customer commitment • Managed services • Managed services team is Dallas based, each with 10+ years of experience • Proven processes for all aspects of managed services

5. ABOUT US-ANALYTICS Services Solutions Process & Advisory Planning & Forecasting Infrastructure Financial Close & Consolidation Implementations Business Intelligence Upgrades & Migrations Data Governance Managed Services Big Data Training Data Integration Accolades • Original Oracle Hyperion and Pillar Partner • Oracle Hyperion Financial Management 11 • Oracle Hyperion Planning 11 • Oracle Essbase 11 • Oracle Data Relationship Management 11 2015 Oracle TOLA EPM Partner of the Year 2013, 2014, 2015

6. What is Planning/PBCS? • Planning comes in two flavors: • Oracle Planning and Budgeting Cloud Service (Cloud) • Oracle Hyperion Planning (On-Premises) • Web-based and Excel-based Planning/Budgeting/Forecasting Tool • Focuses on the process, not just the data of your business • Reduces Excel processes and manipulation • Increases time spent analyzing the data rather than collecting it • Eliminates the need for e-mailed or shared input templates • Provides impressive workflow and input validation capabilities

7. What Problems Does it Solve? • Reduce reliance on Excel as an input mechanism and instead use it for analysis • Reduce annual plan time • Provide the ability to create monthly forecast • Improve accuracy and eliminate costly mistakes • Centralize everything • Input of data • Calculations of forecast information • Currency conversion • Process management using workflow • Save us from Excel hell! (sorry for the buzz-word, but if the shoe fits…)

8. What Problems Does it Solve? • Provides what-if analysis through versioning natively • Provides top-down and bottom-up versions • Provides time-based scenarios to control input • Object-level security allowing for not only the data to be secured, but forms, tasks lists, and approvals as well • Visualizations on both forms and dashboards

9. How Does it Solve These Problems? • Four main ingredients: • Web-Service to provide an interface for both a browser and Excel • Java-based code normally deployed via WebLogic • Relational database to store settings, configurations, and text-based information • Compatible with Oracle DB, SQL Server, and DB2 • Essbase multi-dimensional database to store numerical data and provide the heavy lifting for calculation and aggregation • Industry-leading OLAP database • Smart View Add-In for Microsoft Office • Excel • Word • PowerPoint • Even Outlook!

10. Who Does What? • Who owns the infrastructure? • Cloud • Oracle • On-Prem • IT • Who owns the application? • Generally finance, accounting, or an operational group • Who users the application? • From a small set of users in finance, accounting, or an operational group down to hundreds if not thousands of “field” users • Who administers the application? • Generally the application owners will have a more technical “power user”, though due to a lack of availability, Managed Services has become more popular in the last 2-3 years

11. How Long and How Much? • Implementations have a very large range, usually starting around 12 weeks • The more business functions you interact with, the longer it takes • Financial Statements • Workforce • CapEx • Operations • What about the software? • Cloud, between $120 and $250 per user per month forever…list (never, ever pay this) • On-Prem, roughly $3500 per user up front plus annual maintenance…list (please, please, please don’t pay this)

12. Cloud vs. On-Premises • I think Oracle wants us to forget this exists • Very little new functionality in the last 24 months • Requires IT infrastructure • Cloud Pros • On-Prem Pros • Cloud Cons • On-Prem Cons • Oracle’s clear direction • Far less IT support required • Great if you prefer OPEX vs. CapEx spend • You own it instead of renting it • Complete control over infrastructure • Complete access to the back-end supporting systems (relational and Essbase) • No control over infrastructure • Active Directory integration requires IT support • Not everyone wants to be on someone else’s server

13. Show Me! • Live Demo!

14. Q&A ?

15. Shameless Plug • Visit my blog: • EPMMarshall.com • Formerly HyperionEPM.com • Visit my benchmark: • EssBench.com • Connect to #orclepm on twitter:

16. Introduction to Planning

17. Screenshots! • In case the demo can’t connect…have some screenshots. • Also, if you are downloading this, it might be more entertaining and a single slide that says “Demo!”