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Hyperion Planning
– Delivering Predictable Results

Cliff Wu
Senior Solutions Consultant
 Agenda

• Understanding customer needs

• Solving planning issues
• Our unique value
• Demonstration

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What Are the
Challenges?
Planners like you, say…

“High processing time due to lack of strategic guidance and missing link
between financial and operational plans”
“Low plan accuracy (variance accuracy) due to inaccurate data”
“Limited level of detail for the budget”
“High number of Excel sheets that need maintenance”
“Need to expand to: rolling forecasts, operational planning,
investment planning, bulk updates, pre-built depreciation calculations,
version control”

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 Challenges Solved…

VARIOUS RESULTS AFTER

CHALLENGE IMPLEMENTING ORACLE’S
HYPERION PLANNING
Process time reduction 50-82% time reduction
Improved accuracy (variance) 65-80% improvement in accuracy
Increased visibility into the budget 700 accounts and over 60,000 employees
Number of Excel sheets replaced 2000+ Excel spreadsheets
Number of full time employees 8 FTE transferred from budget to analysis
transferred to analysis
ROI $1.5M return on investment
Expand to Rolling forecasts, operational planning,
investment planning, bulk updates,
pre-built depreciation calculations,
version control

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 Oracle’s Hyperion Planning – Delivering
Predictable Results

• Accuracy – one planning platform, improving

processing time and accuracy, as well as reducing
the maintenance overhead
• Performance – Essbase, award winning OLAP
engine, delivering scalability and performance for
driver-based plans
• Easy to Use – one reporting workspace enabling real
time planning, forecasting and analysis

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 Hyperion Planning
Shorten Planning Cycles and Improve Business Predictability

• Powerful workflow
and process management
• Intuitive interface
• Robust data integration
• Leverages Essbase - powerful
reporting and analysis
• Scalable Web infrastructure
• Special-purpose planning
modules for fast deployment

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 Hyperion Workforce Planning
Improve Headcount, Salary and Compensation Planning

• Packaged solution for quick

implementations
• Plan salary and other
compensation at any level
• Add, edit and delete
employees and new hires
• Pre-defined or custom
calculations for taxes, etc.
• Integrates actuals
from HR systems
• Test scenarios in real-time
for impact analysis

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 Hyperion Capital Expense Planning
Improve Planning the Acquisition, Lifecycle Management, and
Retirement of Capital Assets

• Packaged solution
• Customizable
• Plan for asset purchases
and asset related expenses
• Transfer, retire, and
improve assets
• Directly linked
to main plan
• Interfaces with
external systems

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 Hyperion Smart View™ for Office
Intuitive Ad-hoc Analysis and Planning

• MS Excel add-in allowing access on

or off-line
• Develop budgets, plans and
forecasts and calculate impact
anywhere (on/off line)
• Users download forms to Excel
• Manipulate data just like
the full web client
• Synchronize to server
when ready

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 Integrated Reporting and Analysis
Quick Insight into Budget Status and Variances

• Sophisticated ad-hoc analysis

• Production quality financial
statements reporting
• Easy and quick to build reports
• Leverage report template repository
across entire organization
• On demand, real-time or batch
reporting
• Automatically apply budget model
changes

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 Market Leading Performance Management
Applications
EPM WORKSPACE

Desktop Web Search Office Alerts Mobile

PERFORMANCE MANAGEMENT APPLICATIONS

Strategy Business Profitability

Financial
Reporting &
BIBIApplications
Applications
Management Planning Management
Compliance

Business Intelligence Foundation

Fusion Middleware

OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, Custom XML Process

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 Demonstration

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 Questions?
E-mail: cliff.wu@oracle.com

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