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Oracle Enterprise Performance ManagementJohn ZimmerSenior Solutions Consultant, Enterprise Performance Management

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 © 2009, Oracle and/or its affiliates. All rights reserved. 3

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

Enterprise Performance Management is a Disciplinethat Enables Management to:

Link strategies to plans and execution,

Monitor financial and operational results against goals, and applying analytics to

Drive enterprise-wide performance improvement.

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Market Pressures Demand Effective Performance Management

Today’s Reality:

Management Processes

Are Fragmented

•Lack of business alignment

•Low predictability in performance

•Inconsistency in business

decisions

SIX SIGMA

ANALYZE

PERFORMANCE GOAL

SETTING

SCORECARDS FINANCIAL

REPORTING

FINANCIAL

MODELING

VARIANCE

ANALYSIS

ROLLING

FORECAST

OPERATIONAL

PLANNING

MONITOR

RESULTS

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Oracle EPM Connects Management Processes

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Common Integration & AnalysisData Quality and Consistent Dimensions

Common Reporting & Interaction

Strategic Planning

Financial Close

Planning & Forecasting

Profitability Management

Excel

XML

Other

Systems

Oracle, JDE, Siebel,PeopleSoft, SAP, Custom

Data WarehouseData Mart

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

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Financial Data Quality Differentiated

Hyperion Financial Data Quality Management (FDM) helps finance users increase their confidence in the numbers and lowers their cost of compliance by eliminating data integrity risks associated with collecting, mapping, validating, and moving critical financial data from across the enterprise.

Financial data quality management is a business issue, and is defined as the practice by which companies can effectively and consistently combine the following four factors:

• Financial data collection and transformation• Repeatable financial processes• Internal controls• Audit trails with dynamic drill through

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Oracle EPM System Delivers Confidence with FDM

Audit Trails• Integrate Controls questions

• Store current and historical mapping definitions, docs

• Allow dynamic drill through

to source ERP and files

Data Collectionand Transformation

• Read and interpret GL trial balance files and ERP

• Mapping validation against target system dimensions

• Data & meta data integrity checking against data validation rules

Internal Controls• Source financial document archival

• Prepackaged audit and internal control reports

• Comprehensive role based security

RepeatableProcesses

• Single standard and defined solution for any target application

• Standardized database schema

• Standard upward data certification process

FDM

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FDM offers unique ERP Integration for EPM

File

Excel

XML

Other

Systems

Oracle EBS, PeopleSoft, SAP R/3

Data WarehouseData Mart

FDMStrategic Planning

Financial Close

Planning & Forecasting

Profitability Management

EPM WorkSpace

Financial Reports

SmartView

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Oracle’s Hyperion Financial Data Quality Management Benefits

• Confidence in the numbers – Hyperion FDM provides robust audit trails from source systems to target and back, with robust validation capabilities, providing transparency into the numbers

• Decrease cost of compliance – Hyperion FDM with its internal control checks over the process ensure adherence to company policies and procedures, enhancing controls while lowering costs

• Speed and agility – Improve the EPM cycle by days with a Finance owned and maintained application that is quick to implement and supports a simple, easy to follow, repeatable process

Invalid Dimension Map Problems are identified for easy correction. FDM allows for simple or complex cross-dimensional and conditional mapping of data.

Smart Dimensional Mapping

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End users are given feedback on the quality, accuracy, and completeness of the data that they loaded to HFM, so they are accountable, and can participate in the data integrity management process. Additional adjustment data may be loaded via flat or Excel files.

User Driven Data Validation Rules

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

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Introduction of FDM ERP Integrator

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FDM ERP Integrator Use Cases

• Mapping GL metadata to EPM applications• Loading GL data directly to EPM applications• Auditing data by drilling through to details• Loading HR information to EPM application (future)• Writing data like HR positions, budgets and journals back to

the ERP system (future)

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FDM ERP Integrator Benefits

• Simple, pre-packaged approach to ERP to EPM integration• Allows you to focus on the EPM application instead of

the pain of integration• Business user driven configuration and management• Increased confidence in data and integration process• Direct integration with ERP Sources– Oracle EBS GL 11.5.10 cu2, 12.0.6, 12.1.1– PeopleSoft Enterprise GL 9.0

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FDM ERP Integrator Process

E-Business

Suite

Data Sources

PeopleSoft

E-Business

Suite

SAP (data only through FDM)

File-based data

XLS, Text, XML

Data &

Metadata

FDM ERPI

Staging DB

EPMA

FDM

ODI

EPM

HFM

HPL

ESS (EPMA with no

drill)

Data &

Drill-back

Reporting

SmartView

FR

Data &

Metadata

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Example: From EBS to Planning Using FDM ERP Integrator

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New Option under the EPM Workspace

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Map EBS Segments to Planning Dimensions

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Define Calendar Mapping

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Configure Data Rule

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Review Data in Planning

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Drill Through to FDM ERP Integrator

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Drill Through to EBS Account Balances Page…

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

Drill Through from Hyperion Financial Management

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Agenda

• Enterprise Performance Management• Financial Data Quality Management• What’s New? ERP Integrator!• Drill Through Options• Roadmap

The preceding 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 © 2009, Oracle and/or its affiliates. All rights reserved. 52

Features We Are Working on Now

EPM Innovation Improved ERP Integrator support for Classic Essbase Financial Close Manager support

Source Integration PeopleSoft HR 9.0 to Public Sector Budgeting Write-back of Planning budgets to EBS and PeopleSoft

Market Leading Usability Localization

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Roadmap Items On Deck

Source Integration JD Edwards GL support PeopleSoft GL and HR 8.9 and 9.1 support E-Business Suite HR 11 and 12 support SAP GL Integration Enhancements Write-back of HFM journals to GL and HR data Rule-based metadata property setting during load

Market Leading Usability FDM and ERPI UI rewrite in Workspace

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