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About this PresentationAudience: Finance and IT Executives, New
or Existing Customers, PartnersSpeaker: Sales Execs, Product
Marketing Staff (needs to be scripted)Objectives:High level
overview of Hyperion PlanningArticulate customer challenges and how
we solveIncludes customer examples that can be replaced or
expandedCan be used in seminars or early stages of sales
cyclesLength: 23 slidesAuthor: Ivo Bauermann, Andreea Vasiliu
Product MarketingInitial Release August 1st, 2007, updated January
2008Feedback please send any comments or suggestions to the
author
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Hyperion Planning Delivering Predictable Results Presenters
NamePresenters Title
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reserved.
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Agenda Understanding customer needsSolving planning issuesOur
unique valueSummary and questions
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reserved.
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How does One Build the Budget?
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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
What Are the Challenges? Planners like you, say
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Oracle Addresses These Challenges. See What Our Customers Have
to Say
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Creating a Healthy ROI at Oregon Graduate InstituteOGI School of
Science & Engineering is one of four schools of Oregon Health
& Science University, a leading health and research university
with $307 million in research funding in 2007.ROI: $1.5 Million
Annually
BEFOREVariance between budget and actual20%Variance between
forecast and actual15%FTE (full time employees)15Processing time5
Months
AFTER7%3%86 Weeks
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Ensuring a Smooth Planning Process at ING
BEFOREFirst budget iteration took 8 weeks, while transferring
employees or departments took 10 daysCreation & distribution of
the Excel templates took 4 weeksThe data was not dependable for
management to make business decisionsCorporate budget group
employed 9 people to maintain the process and offline system
AFTER First budget iteration takes only 4 weeks Reorganizations
down to 24 hoursA very detailed expense budget that utilized over
700 accountsEach individual employee was budgeted (60,000 in phase
2)For the first time ever ING had three-dimensional
reportingSeveral new reports enable managers to analyze the
business (i.e. year over year quarterly comparison)
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Improving Strategic Planning at Telenor
BEFORE6 different analysis/reporting tools4-6 financial data
warehouse solutionsNo common tool for budgetingDependency on
external consultantsMany information silos, no analysis across the
companiesMany user interfaces to work with processes across many
systems
AFTERManage strategy and initiatives on a regular basisAgenda
for the monthly management meeting is determined by the status
indicators on the strategic objectivesStrategic objectives tie into
measures and initiativesCost-cutting through process, system, and
information standardization
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Challenges Solved
CHALLENGEProcess time reductionImproved accuracy
(variance)Increased level of detail for the budgetNumber of Excel
sheets replacedNumber of full time employeestransferred to
analysisROIExpand to
RESULTS AFTER IMPLEMENTING ORACLES HYPERION PLANNING SYSTEM
950-82% time reduction65-80% improvement in accuracy700 accounts
and over 60,000 employees2000+ Excel spreadsheets8 FTE transferred
from budget to analysis$1.5M return on investmentRolling forecasts,
operational planning,investment planning, bulk updates, pre-built
depreciation calculations, version control
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Solving Planning Issues How?
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Capital PlanningStrategic PlanningProject PlanningEnterprise
PlanningCapacity PlanningOperational PlanningRevenue / P&L
PlanningIntegrated Business PlanningBudgetingOrganization-wide
PlanningClosed-loop BudgetingRolling Forecasting
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Hyperion PlanningShortens Planning Cycles and Improves Business
PredictabilityPowerful workflow and process managementIntuitive
interfaceRobust data integration Leverages Essbase powerful
reporting and analysisScalable web infrastructureSpecial-purpose
planning modules for fast deployment
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Oracles Hyperion Planning Delivering Predictable ResultsAccuracy
one planning platform for all the modules, improving processing
time and accuracy, as well as reducing the maintenance
overheadPerformance Essbase, award winning OLAP engine, boosting
the scalability and performance of any planning
applicationSimplicity one reporting workspace enabling real time,
side-by-side planning, forecasting and analysis
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Fundamental Capabilities
CAPABILITYDETAILPlanning and AnalysisFully embedded into BI and
Microsoft Office for real-time reporting and analysisModelingThe
ability to model at the operational level, assessing impact to the
overall strategic planWhat-ifSee the business impact of changing
business drivers to make intelligent
decisionsCollaborationTechnology that allows the entire user
community to communicate and plan in real time as well as
offlineTop-down/Bottom-upBi-directional planning capabilities to
promote accuracy and accountability
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Top Hyperion Planning Customers20,0003,000Dell
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Unique Value. Market Leader, Check for Yourself.
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Leader is a person that has followers
The Law of Solid Ground: Trust is the foundation of
leadership
The 21 Irrefutable Laws of Leadership John Maxwell, 1998
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reserved.
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Customer Adoption has Been RapidPlanning Customers
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1992 Morgan Stanley1992 Toshiba 1992 Logitech1995 Carnival
Cruise Lines1996 Nationwide 1997 Pfizer1989 Philip Morris USA1999
Heineken2000 Motive Communications2000 Olympus2001 All Seasons
Services Inc., Autonation2002 Pepsi, Wellpoint2003 Telenor2004
Toyota, UMB Bank2005 Norway PostBudgeting & Planning
Customers
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Oracle Leads the MarketGartner: Magic Quadrant for CPM Suites,
2007 The Magic Quadrant is copyrighted 19 December 2007 by Gartner,
Inc. and is reused with permission. The Magic Quadrant is a
graphical representation of a marketplace at and for a specific
time period. It depicts Gartner's analysis of how certain vendors
measure against criteria for that marketplace, as defined by
Gartner. Gartner does not endorse any vendor, product or service
depicted in the Magic Quadrant, and does not advise technology
users to select only those vendors placed in the "Leaders"
quadrant. The Magic Quadrant is intended solely as a research tool,
and is not meant to be a specific guide to action. Gartner
disclaims all warranties, express or implied, with respect to this
research, including any warranties of merchantability or fitness
for a particular purpose.
This Magic Quadrant graphic was published by Gartner, Inc. as
part of a larger research note and should be evaluated in the
context of the entire report. The Gartner report is available upon
request from Oracle. Source: Gartner, Inc., Magic Quadrant for CPM
Suites, 2007 by Nigel Rayner, Neil Chandler, John E. Van Decker, 19
December 2007.
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Some Key NumbersWeve provided planning solutions for 13
yearsOracle has over 3000 clients using its planning solutionsIn
the last 5 years we increased the number of planning clients 5
times 5133000
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Delivering Predictable ResultsCustomers Next Steps Unique Value
123AccuracyPerformanceSimplicityOver 3000 clients ROIDiscovery
session
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Create forms to collate departmental budgetsBudget managers
input their budgets by accounting periodWe create the aggregated
budgetManagement reviews the budget and..Hyperion can simplify and
speed up this process customer examples, and talking to our
repsGartner: Extend Budgeting and Planning Projects Beyond Finance
to Maximize Benefits (2006)Hyperion System 9 Planning OverviewKey
Points:Hyperion System 9 Planning is the heart of Hyperions
Enterprise Planning solution and where companies optimize the use
of corporate resources to attain strategic goals.It is a
centralized, Web-based planning, budgeting and forecasting solution
that drives collaborative, integrated, event-based planning
processes throughout the enterprise This module was designed to
address a wide range of financial and operational planning
requirementsKey Features include:Powerful workflow and process
management create/distribute/aggregate plans and forecasts, support
for audit trails, task lists, hierarchical and matrixed
organizations, approvals, and email notification and
alerts.Flexible modeling supports event based planning, top-down
and bottoms-up planning, and cascading plans; conduct what-if
analysis.Powerful reporting and analysis sophisticated analytics
powered by Hyperion System 9 Essbase Analytics, production quality
reports (on demand, batch, scheduled) with drill down
capabilities.Robust data integration open, bi-directional,
seamless, and real-time/batch integration to any data
source.Business Rules utilizes graphical interface that
automatically documents and validates rules, includes re-useable
components, and pre-defined formulas.Scalable Web infrastructure
easy to deploy, zero footprint, and high scalability and
performance (2400 users within 5 secs).Hyperion System 9 Planning
is designed to shorten planning cycles, improve the accuracy of
plans and forecasts and enhance business predictability.
Increase productivity with an intuitive and easy to use
environmentReduce business risk by providing timely and accurate
informationLower TCO by simplifying deployments with a single
systemDell Computer20008Alcoa Inc12112BT Plc7040Lockheed Martin
Corporation6020Turkiye IS Bankasi A.S.4583Telenor Asa4004Credit
Suisse3916Newmont USA Limited d/b/a Newmont Mining
Corporation3818Petrobras3334Hyatt Corporation3004Symantec
Corporation2999Posten Norge AS2949Banca Nazionale Del Lavoro
S.p.A2887Toyota Motor Credit2498 + 500
Amongst the big competitors we are really #1, SAP came in 99,
OutlookSoft in 2000, Cognos acquired Adaytum in 2003, Oracle OFA in
96 We also havearound 3000 clients running our planning solutions -
Cognos had more then 1500 on Adaytum software (2003) and the others
don't report it...but I am sure Oracle/Peoplesoft have more after
the acquisition, just the product is being re-written to merge
funactionality.Philip Morris USA bought in 1989 and are Gold
reference on HP 3.5 (Jim Curtis/Mary Lynch)Hyperion also has more
then 540 clients on Hyperion System 9 Planning. 1582 (Feb 2007)
Planning clients.Our track record shows that we always focused on
the customer needsWeve built their requirements into the product
architectureWe continue to invest in our Planning solution by
investing in thought leadership
Oldest client and still with Hyperion: Carnival Cruise Lines,
customer since 1995, upgraded to Hyperion System 9Pfizer, bought
Pillar in 1997 and using Planning right now. They started the
upgrade to System 9Heineken, bought Pillar in 1999 and upgraded to
Hyperion Planning
NOTES: THIS SLIDE MUST BE USED AS IS WITHOUT ANY CHANGES OR
MODIFICATIONS.THIS SLIDE IS APPROVED BY GARTNER FOR EXTERNAL USE BY
ORACLE UNTIL DECEMBER 18, 2008. AFTER THIS DATE WE CANNOT USE THIS
SLIDE BECAUSE IT WILL BE MORE THAN ONE YEAR OLD. WE SHOULD HAVE A
NEW MAGIC QUADRANT FOR BUSINESS INTELLIGENCE PLATFORMS GRAPHIC BY
THAT DATE WHICH CAN REPLACE THE ONE IN THIS SLIDE.
PLEASE DIRECT ANY QUESTIONS TO GEOFF MCDONALD
([email protected]).
Do you want to keep your 10-year old tools, or partner with the
LEADERS?Capex, MDM a.k.a. Data Relationship Management, Strategic
Finance, Performance Scorecard
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