la visione di oracle per la management excellence e overview di oracle hyperion epm system 11.1.2

Agenda

Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

9:30 Welcome Coffee

10:00 Oracle EPM Release 11.1.2 – Overview

10:45 Strategy Management

11:15 Coffee Break

11:30 Extended Planning

13:00 Buffet Lunch

14:00 Extended Financial Close

15:00 EPM & BI Platform

16:00 Conclusioni

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Oracle Enterprise Performance Management System

Release 11 - Overview

Stefano Oddone, EPM Sales Consultant Manager Italia

Customer Briefing

Milano, 24 Febbraio 2011

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 © 2010 Oracle and/or its affiliates. All rights reserved.

Agenda


Cose è successo nel 2010

Oracle EPM System

la strategia

Oracle EPM System

la roadmap

2010, un anno ricco di fatti importanti


Fonte: World Wide Web

Ad Aprile 2010 Oracle annunciava…

Oracle EPM System 11.1.2

• GA since 2010, April 22

• Most significant release since version 11 in July 2008

• Fifth year of R&D and investment fordelivering an EPM system instead of product working in silos


E oggi?

• EPM System Release 11 è una realtà

• Imminente rilascio di Feature Pack 1

• Ancor più stretta integrazione tra EPM e BI

• Integrazione out-of-the-box con i sistemi ERP

• Fusion, la nuova generazione di applicazioni Oracle


Agenda



Oracle EPM System

la strategia

Oracle EPM System

la roadmap

Oracle EPM System – la strategia


Performance Management Applications

Business Intelligence Applications

Oracle EPM System - Un’offerta completa ed integrataFrom Storage To Scorecard

Common Enterprise Information Model

BI Server

Calculation Engine

Predictive Analytics

Dimension Management

Query, Reporting, Dashboarding, Collaboration

Office Integration

DB Machine

Data Mining

DB Partitioning

Oracle EPM System connette i processi di

Performance Management


Common BI FoundationCalculation Engines, Consistent Dimensions, Business Rules, Metrics, Data Quality

Common BI Information DeliveryQuery&Reporting, Analysis, Dashboards, Scorecards, Direct EPM Apps Integration

Strategy Management

Extended

Planning & Forecasting

Extended

Financial Close

Profitability & Cost

Management

EPM Governance

13

InteractiveDashboards

Geospatial Visualization

Office Integration

Mobile Reports

End User Experience UnificataCompleta, Consistente, Accurata, Multi-canale

Applications & Portals

SearchAd-hocQueries

Collaboration

Scorecards

Enhanced in 11gNew or radically Improved

14

Il valore di Oracle BIEE 11g per l’EPM System

• Innovazione

– Interazione dimensionale su

fonti relazionali, olap e miste

– Gestione dei KPI nel repository

dei metadati, riuso

• Integrazione

– Essbase, HFM, Planning

• User Experience

– Migliore visualizzazione ed

interattività

15

Il valore di Oracle BIEE 11g per l’EPM SystemEsempio: integrazione con HFM

• Import dei modelli

– Funzione automatica per importare

applicazioni HFM

– Proprietà quali Name, Description,

ShortName, Generation, Level,

ClassType, AccountType, calc status,

cell text disponibili per il reporting

– Supporto di Shared members, gerarchie

alternative e asimmetriche

• Delivery delle informazioni

– Analisi Ad-hoc, Reports e Dashboards

sui dati di HFM, magari integrati con dati

da altre fonti

– Esposizione dei dati di HFM ad una più

ampia user base

– Supporto di OrgByPeriod e Multi-

Currency

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 17

Financial Close Best Practices Componenti critici da implementare

Transactions Reporting

Financial

Consolidation

Data

Assurance

ERP:

Oracle, SAP,

Legacy, Other

Financial Close Process Management and Monitor

CFO Dashboard

Governance, Risk & Compliance

Financial and

Management

Reporting

Disclosure

Management

(XBRL)

Sub Ledger CloseGeneral

Ledger CloseData

AssuranceConsolidation

Internal Mgmt Reporting

External Financial Reporting

Filing


Oracle offre la più completa soluzione per il

processo di Financial Close

Feature Oracle SAP IBM

Financial Consolidation

Purpose Built Financial Reporting

Financial Data Quality

GRC Integration

Integrated XBRL Support

Close Monitoring and Management

Integration with Oracle & SAP ERP

Integrated Real-Time Analytic Platform -

Capital Assets

Planning

Workforce

Planning

Strategic

Financial

Planning

FinancialDetail

OperationalDetail

Common Information Delivery

Operational

Revenue & Cost

Modeling

Functional Plans

Revenue Planning

Project Planning

Planning, Budgeting & Forecasting

Modeling &

Calculation Logic

Process Mgmt.

& Workflow

Business User

& Admin UI

Scenario Analysis

& Reporting

Predictive Modeling

& Simulation


Extended Planning Best Practices Componenti critici da implementare


Oracle offre la più completa soluzione per il

Planning, Budgeting e Forecasting

Feature Oracle SAP IBM

Financial Planning & Budgeting

Strategic Financial Modeling *

Capital Assets Planning * *

Workforce Planning *

Revenue & Cost Modeling,

Allocation, Profitability Management **

Public Sector Planning & Budgeting **

FSI Balance Sheet Planning

* Supported by blueprints only

** Not integrated with other planning products

EPM System 11.1.2 ha introdotto molte

innovazioni in termini di usabilità



Interfaccia consistente tra tutte le Applicazioni Oracle, significativi miglioramenti

nell’ergonomia

Obiettivo ergonomia e consistenza Uno sguardo al futuro prossimo


Esempio di Workflow Autorizzativo nel processo di Budget; la condivisione degli standard e dei tool di sviluppo

delle Applicazioni permetterà forte riuso, con conseguente maggior efficienza e

consistenza per l’utente finale

Obiettivo ergonomia e consistenza Uno sguardo al futuro prossimo


Obiettivo ergonomia e consistenza ...il futuro è già arrivato

Agenda



Oracle EPM System

la strategia

Oracle EPM System

la roadmap

Oggi

Oracle Hyperion EPM System Roadmap…alcune delle novità pianificate

Hyperion EPM 11.1.3

• New Chart of Accounts Manager module

• Portfolio wide Enterprise 2.0 adoption

Financial Close

• Configurable Dimensionality

• Variance Monitoring

Disclosure Management

• Collaborative document authoring

• Smart Rounding & Footing

Planning and Budgeting

• PSB Commitment control

• Valid combinations

• Improved ASO Integration

• New Project Planning module

Hyperion EPM 11.1.2 Feature Pack 2

• Account Reconciliations

• Wider ERP Integration

• Micro-costing within Cost & Profitability Mgt.

• EBS/Fusion & Financial Close Mgt. Integration

• Financial Controller Dashboards


• Predictive Planning

• Approval Dashboard

• Alias support for forms, task list, instructions

• Excel formatting support for Forms


• iXBRL HMRC Income Tax Returns

• PSFT & Financial Close Mgt. integration

• Wider ERP Integration

• Migration tool for previous releases


• Better display of text in forms

• Approval Process enhancements

• Improved Web Ad hoc

• Architecture Simplification

Fiancial Close

• Systems Management Enhancements

• Process Control Dashboard


• Mobile EPM

• New Balance Sheet Planning module


2012

la visione di oracle per la management excellence e overview di oracle hyperion epm system 11.1.2

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