Introducing Oracle EPMS 11 Presented by: Babar Jan-Haleem Director |EPM BI Architecture & Technology| APAC Division - Australia.

Introducing Oracle EPMS 11Presented by: Babar Jan-Haleem Director |EPM BI Architecture & Technology| APAC Division - Australia

Oracle Confidential 2

Today’s THREE Point EPM BI Agenda

Brief Intro first!

• Point 1 - Where we are

• Point 2 - What is EPMS 11 – focus area

• Point 3 - Where are we heading - Solution Roadmap

*** PLEASE ASK QUESTIONS AS & WHEN NEEDED!

Oracle Confidential 3Oracle Confidential 3

What is EPM (Enterprise Performance Management)

“The combination of planning, budgeting, financial consolidation, reporting, strategy planning and score carding tools”

Source: OLAP Report

Question: Who can provide the above via an integrated platform?


What is BI?

reportingdata warehouse

OLAPdata mining

operational reporting

scorecards

dashboards

ad-hoc analysisROLAP

production reporting

data visualizationmanagement reporting


BI is the Analytical Foundation for EPM

Link strategies to plans and execution

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

Drive enterprise-wide performance improvement

BI• Monitor

• Detect

• Integrate

• Analyze

• Calculate

• Report

• Guide

• Model

• Visualize

• Predict

• Alert

• Drive Action

EPM


WHY ORACLE for EPM & BI?

ONLY Vendor in the market providing a complete integrated “end to end” solution with our “EPMS 11.x”

Others have “PLANS” we have proven Products & Solutions!


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Point #1

Oracle’s Enterprise Performance Management System & Business Intelligence Landscape – TODAY!


Hyperion System 9.x

One common environment for:• Building• Deploying• Managing

** S9 Product evolution

LEGAC

Y

DW

CRM

ERP


OBIEE - Oracle BI Suite Enterprise Edition

OLTP & ODSSystems

DataWarehouseData Mart

SAP, OraclePeopleSoft, Siebel,

Custom Apps

FilesExcelXML

BusinessProcess

Oracle BI Server

Common Enterprise Information Model

Reporting &

Publishing

Ad hoc Analysis

ProactiveDetectionand Alerts

Microsoft Office

Interactive Dashboards


Oracle BI ApplicationsSingle- and multi-source Analytic Applications

Oracle BI Applications

SalesService &Contact Center

MarketingOrder

Management& Fulfillment

Supply Chain

FinancialsHuman

Resources

PackagedETL Maps

UniversalAdapters

IVR, ACD, CTIHyperionMS Excel

Other Data SourcesBAW Schema


#1

47%

1%5%

8%

8%

8%

4%

19%

Other

What is the EPM market saying? STRONGER together!

Performance Management

ClearMarket Leader

+



Point #2

Introducing - Oracle’s EPMS 11.x

(Launched 07/08)


InsightInsightPerformancePerformance

ActionAction

SetSetGoalsGoals

PlanPlan

MonitorMonitor

AnalyzeAnalyze

ReportReport

AlignAlign

Go Beyond the Story We Created


EPMS 11.1.1 - Highlights

• Major functionalities upgrade from System 9.3.x• Advanced visualization and predictive analytics • New Profitability & Cost Management application • New Essbase Studio • Enhanced EPM Architect • Common Installation and Lifecycle Management Services • New annotation and collaboration features in the Hyperion

Reporting tools • OBIEE is now accessible through the EPM Workspace • Enhances integration with Oracle Fusion Middleware


ALIGNED:

Pervasive Intelligence Across the Enterprise

AGILE:

Advanced Integration Improves Agility and

Lowers TCO

Simplify deployments with common user interface and application foundation

Improve operational performance by linking analytics to transactional systems

Leverage existing IT investments through Fusion Middleware and Service Oriented Architecture (SOA)

Address enterprise-wide requirements with scalable BI foundation and powerful BI tools

Use and extend best practice applications for financial and operational analytics

Gain new insights through advanced visualization and predictive analytics

SMART:

Market-Leading Products and Technology

Support strategic, financial and operational management processes

Strategically allocate resources with new Profitability & Cost Management application

Leverage common master data across analytical and operational systems

Oracle EPM System, Fusion Edition V.11.1.1


EPMS 11.1.1 - Pervasive Information Access Through Common Delivery Layer

BI Applications

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

ExcelXML

BusinessProcess

OLAP

Fusion Middleware

Business Intelligence Foundation

BI ApplicationsPerformance Management

Applications

EPM WORKSPACE

Web AlertsOffice MobileDesktop Search


One Window, not TwoOracle EPM Workspace, Fusion Edition

• Self-service Personalization

• Contextual navigation

• OBIEE and BI Publisher integration

• WebCenter integration

• Spans all solutions in the Oracle EPM System


One Set of EPM GadgetsOracle Smart Space, Fusion Edition

• New OBIEE and BI Publisher Integration

• Hyperion Reporting and Analysis Support

• Enhanced Client UI and Collaborator

• New GadgetsEssbase Calculation Essbase DataloadGlobal Gadgets

• Pluggable Services Architecture


Common Foundation Services

• Common User Provisioning

• Common Application Administration

• New – Common Calculation Manager

• New - Common Installation and Configuration

• New - Common Lifecycle Management


Oracle Hyperion EPM Architect, Fusion EditionUnified Calculation Management

• Calculation Manager Single interface for both Hyperion

Planning and Financial Management

Graphical flow provides better understanding of calculation process

Re-usable rules to share among applications

Central repository of all calculation objects

• Customer Value Proposition Consistent definition of financial

calculations across planning and consolidation applications


• Consistent, repeatable movement of applications, cubes, repositories or individual artifacts between dev, test, prod

• Application Migration Wizard guides you through the process of migrating an application

• User interface & command line capabilities• Migration Status, Comparison, and Audit Reporting• Lights-out processing can be executed from command line to

integrate with 3rd party schedulers

Dev Test Prod

Lifecycle Management


• Unifies modeling of many sources Structured relational Unstructured relational Flat files, XML files EPM Architect Dimensions OBIEE

• Enables reuse at a granular level Reuse of hierarchies, metrics, cube schemas

• Lineage tracking

• Drill anywhere Relational OBIEE, BI+ repository URL, FDM Essbase, Java method

Oracle Essbase Studio – Single Design Environment


Unified EPM System Installation & Configuration

• Three Components: EPM System Installer EPM System Configurator EPM System Diagnostics

• Shared Services Registry• Assemblies• Common location for log files• Reduced number of

installation panels

from 290 to 8!


EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP


BI ApplicationsPerformance Management

Applications

SOA

FUSION MIDDLEWARE

DataQuality

DataIntegration

MDM IdentityManagement

ContentManagement

Business ProcessManagement

Leverages Fusion Middleware


Integration with Oracle Fusion Middleware

• SOA Suite BPEL Integration

• Application Server Deployment to 10gR3

• Enterprise Management System Installer Oracle Patch Installer Lifecycle Management

• Identity Management Oracle Internet Directory Oracle Virtual Directory Oracle Identity Manager Oracle SSO For Workspace

• Data Integration Oracle Data Integrator


EPM Applications and Oracle Data IntegratorHyperion Planning, Financial Management and Essbase

Oracle Hyperion Oracle Hyperion PlanningPlanning

Oracle Hyperion Oracle Hyperion Financial MgtFinancial Mgt

Oracle Hyperion Oracle Hyperion EssbaseEssbase

Oracle EBS

People Soft

SAP/R3Other

Sources

Data Warehouse

CDCMessage Queues

Oracle Data IntegratorOracle Data Integrator

Planning API HFM API Essbase API

API LayerAPI Layer

Data ServicesAuthentication Services Logging Services

API Layer

Bulk and Real-Time Data Processing

Metadata Repository

ODI Knowledge Modules for HyperionODI Knowledge Modules for Hyperion

Bulk Transform.

Changed Data

Capture

Data Integrity Data Quality

ODI Connectivity Framework

Information Assets

Hyperion Hyperion PlanningPlanning

Hyperion Hyperion Financial Financial

MgtMgt

Hyperion Hyperion EssbaseEssbase

Metadata Discovery and Model Creation

Extract Data Extracts Dimension Members

Loads Data Loads Dimension Members

Other Features Cube Refresh Consolidate Calculate

Oracle Hyperion Application Adapters



WHY EPMS 11? Benefits!


Benefits to Existing Hyperion Customers

New Features Customer Benefits

• Enhancements to the EPM Workspace, Smart Space and Smart View interfaces

• Common Calculation Manager

• Common Installation and Configuration

• Lifecycle Management

• Essbase Studio

• Innovations in all of the applications

• Improve user productivity

• Reduce training and deployment costs

• Simplify administration

• Lower ongoing cost of ownership


Benefits to Existing Oracle Customers

New Features Customer Benefits

• Extension of the EPM Workspace, Smart Space and Smart View interfaces to OBIEE

• Integration with Oracle Fusion Middleware

• Enhanced Integration with Oracle ERP Systems

• Innovations in all of the applications

• Improve user productivity with advanced functionality, ease of use, and flexibility

• Leverage existing IT investments - easily move data and metadata between their ERP and EPM applications

• Drill-back to the transaction systems for faster analysis, shorter cycles

• Lower ongoing cost of ownership


Benefits to Existing SAP Customers

Features Customer Benefits

• Clear EPM System Vision and Product Strategy

• Direct integration with SAP R/3 and BW data sources

• Market leading Performance Management and BI applications

• World class OLAP technology with Essbase

• Widest and Deepest Breadth of Functionality

• Improve user productivity with advanced functionality, ease of use, and flexibility

• Leverage existing IT investments - easily move data and metadata between their ERP and EPM applications

• Integrated EPM System Today (one year plus head start over SAP)

• Faster time to benefit

• Lower cost of ownership



Point #3 Oracle’s Roadmap – EPM & BI


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.


Oracle Commitment & Message to our Customers – CLEAR!

• ProtectHyperion Products will follow standard Oracle Lifetime

Support Policies

• ExtendContinued Investment in Hyperion Products and further

integration with Oracle Products

• EvolveDeliver the industry’s first Complete and Integrated

Enterprise Performance Management System


#1

47%

1%5%

8%

8%

8%

4%

19%

Other

Stronger Together

Other48%

3%

10%

10%

14%4%

6%

5%

Performance Management Business Intelligence Tools

Gaining Market Share

ClearMarket Leader


Oracle’s EPM Strategy is Crystal Clear

• Continue best of breed innovation

• Evolve system-wide common components

• Invest in integration with Oracle apps and tech

• Integrate and unify BI Foundation technologies

• Partner with other GBU’s to verticalize solutions

*Source: SAP Unveils Product Roadmap Post-Business Objects Acquisition, February 29, 2008, Dave Kasabian

…Clearer than the Competition


Release 11.1.1.0.0:

• Late June (released July 08)

• Windows only release

• Includes support for all app servers & databases

• Windows-based upgrade from 9.2.0.3 & subsequent S9 releases

Release 11.1.1.1.0:

• 2nd fiscal quarter

• Additional platform coverage:(Windows Itanium, Unix, Linux, Virtualization)

• Extended upgrade coverage from 9.2.0.3 & subsequent S9 releases

Release 11.1.1.2.0:

• 3rd fiscal quarter

• Localization release of EPMS 11

Release Plan – EPMS (As of 05/08)


User Interface localization schedule

•Localized UI will be available in October 2008

•Scope of localized UI for APAC is shown at right

•Localized UI release includes support for all platforms

•Localization includes installation and common services


ETL Statement of Direction

• Informatica and Oracle Data Integrator to be supported• Informatica PowerCenter

Informatica use: any sources, any extension of BI Applications, must be used to target BI Applications

• Oracle Data Integrator (ODI)Plan to offer as alternative to Informatica

• Full ongoing support for both Informatica and ODI


EPM Workspace

OLTP & ODSSystems



ExcelXML

BusinessProcess

OLAP

Fusion Middleware


Performance ManagementApplications

Objective: Leverage Packaged Applications Financial and Operational

PERFORMANCE MANAGEMENT APPLICATIONS

StrategyManagement

BusinessPlanning

ProfitabilityManagement

FinancialReporting &Compliance

Sales

Service Marketing

BI APPLICATIONS

HR

FinanceContact Center Procurement & Spend

Supply Chain & Order Mgmt


Oracle’s EPM & BI Roadmap – 100% Integration

Hyperion EPM 9.3.1

Fusion EPM System 11.1.1

Major releaseOracle integrationCalc ManagerEssbase StudioProfitability Mgmt508 Compliance

"This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

OBI EE11gR1+

Major releaseHyperion integrationAction FrameworkAdvanced VisualizationAnswers+Online Report Builder

OBI EE10.1.3.3.2

Essbase integration

OBI EE10.1.3.3

OBI EEFusion Edition

MajorIntegrationRelease

IR-EssbaseintegrationOracle BrandingOracle integration

SmartSpace SmartViewOffice 2007

Hyperion EPM 9.3.1.X

Fusion EPM System 11.1+

SimultaneousLocalizationRelease

Available Now


Our Message Once again – PROTECT EXTEND & EVOLVE!

• ProtectHyperion Products will follow standard Oracle Lifetime

Support Policies

• ExtendContinued Investment in Hyperion Products and further

integration with Oracle Products

• EvolveDeliver the industry’s first Complete and Integrated

Enterprise Performance Management System


Many Thanks for you time today!

Introducing Oracle EPMS 11 Presented by: Babar Jan-Haleem Director |EPM BI Architecture & Technology| APAC Division - Australia.

Documents

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oracle fusion middleware

oracle bi applications

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epm workspace