SYNTELLI KNOWLEDGE DOCUMENT SERIES

EPM APPLICATIONS OVERVIEW

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Oracle EPM Applications Overview

CONTENTS

Introduction.3

1.1 Industry Leadership ................................................................................................... 4 1.2 Robust & Scalable Architecture ................................................................................. 5 2.1 Hyperion Planning ...................................................................................................... 7 2.2 Hyperion Financial Management............................................................................. 11 2.3 Hyperion Performance Scorecards .......................................................................... 15 2.4 Hyperion Strategic Finance ...................................................................................... 10 2.5 Hyperion Profitability and Cost Management ......................................................... 16 2.6 Hyperion Capital Asset Planning ................................................................................ 8 2.7 Hyperion Workforce Planning ................................................................................... 9 2.8 Hyperion Financial Data Quality Management ....................................................... 12 2.9 Hyperion Data Relationship Management .............................................................. 13

Conclusion..18

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Oracle EPM Applications Overview

1 Introduction
Oracle's Enterprise Performance Management (EPM) applications are a modular suite of integrated applications that support a broad range of strategic and financial performance management processes and enable management excellence. This comprehensive, market-leading suite drives profitable growth by delivering predictable results, improving transparency and compliance, and increasing business alignment. The performance management applications are for forward looking goal-setting, modeling, forecasting and reporting needs of the organization. The BI applications are for reporting and analytics across different functional areas of the business.

Integrates Transaction, Intelligence and Financial Systems

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Oracle EPM Applications Overview

1.1 INDUSTRY LEADERSHIP

As per industry experts, Oracle Hyperion has been a consistent leader for over 10 years in a row.

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1.2 ROBUST & SCALABLE ARCHITECTURE

Oracle Hyperion EPM System is the industrys only EPM system that drives Management Excellence by creating smart, agile and aligned organizations. Its the first to integrate performance management applications with business intelligences and the only solution that uses a common enterprise information model, common foundation and common master data. In addition, Oracle's EPM applications leverage Oracle Business Intelligence Foundation and Oracle Fusion Middleware to integrate data from multiple sources and provide dashboards, reporting, and analysis. The suite offers powerful, integrated reporting and analysis tools, including production reporting, graphical analysis, and a MS Office interface built for use by end-users. A common workspace, common security and metadata management enable a single point of maintenance for reduced cost of administration and ownership vs. non-integrated point solutions. There is a single user access layer which provides a single set of interfaces to provide users access to all of the tools and applications available in the EPM System. It leverages Oracles Fusion Middleware but is also hot pluggable with non-Oracle applications and technologies.

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2 EPM Applications
Oracle Hyperion EPM applications are drives organizations for higher profitable growth and provides them insights into running their businesses.

For a customized roadmap of implementation of the following solutions in your organization, please contact us and we can ensure the right sequence of implementation for maximum benefit:

Planning & Controlling: 1. Hyperion Planning 2. Hyperion Capital Asset Planning 3. Hyperion Workforce Planning 4. Hyperion Strategic Finance

Strategy Execution & Management Enablement: 5. Hyperion Performance Scorecards 6. Hyperion Profitability and Cost Management 7. Hyperion Data Relationship Management

Accounting & Finance Essentials: 8. Hyperion Financial Management 9. Hyperion Financial Data Quality Management

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2.1 HYPERION PLANNING

Oracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. It provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration. Benefits

Ensure accuracyValidate forecasts with integrated, best-in-class analytics Reduce budgeting timeImprove cycles by weeks or months Align the organizationCombine financial and operational planning in one system Address finance needs quicklyMeet immediate finance needs while enabling operations-specific budgeting processes Maximize modeling capabilitiesSupport advanced, power user modeling capabilities with nearly seamless Microsoft Excel integration Gain mass user acceptanceAppeal to a wider user community through a simplified Web interface Reduce implementation timeAdd quick-to-implement, packaged functional planning modules

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2.2 HYPERION CAPITAL ASSET PLANNING

Oracle Hyperion Capital Asset Planning, software is a specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance. It includes pre-built functionality and best practices that easily plan for all your capital expenses. It is also directly linked to Oracle Hyperion Planning Plus, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements. Benefits

Deploy QuicklySimplify implementation processes and reduce maintenance requirements Improve ConfidenceManage all capital expenses easily, ensure security over data, calculations, and global settings Optimize ResourcesAssess the immediate impact of capital expense decisions on financial statements ) Enhance AccuracyAchieve greater accuracy, predictability, and accountability by involving operational-level planners Gain EfficiencyEliminate manual steps by using a comprehensive planning

solution

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2.3 HYPERION WORKFORCE PLANNING

Oracle Hyperion Workforce Planning software is a special-purpose planning module that makes headcount, salary, and compensation planning fast and efficient across the enterprise. Designed with pre-built functionality and best practices that are ready to use right out of the box, it simplifies the planning of workforce and workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases. It also automatically and seamlessly links your workforce expense plans into Oracle Hyperion Planning Plus, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans. Benefits

Deploy QuicklySimplify implementation and reduce maintenance requirements with prebuilt functionality Improve ConfidenceAddress all workforce planning requirements with a fully flexible and open architecture Enhance AccuracyAchieve greater accuracy, predictability, and accountability through detailed headcount, salary and benefit planning Optimize ResourcesAssess real-time impact of salaries and associated workforce expenses Save Time and MoneyReduce workforce planning cycle time by eliminating dependency on spreadsheets

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2.4 HYPERION STRATEGIC FINANCE

Oracle Hyperion Strategic Finance (HSF) software is a financial modeling application that lets executives identify and understand the full financial impact of alternative corporate strategies. It delivers pre-packaged modeling and forecasting so your finance experts can better spend their time testing alternative strategies, building contingency plans, and understanding the impact of those strategies and plans on your organizations long-term performance. Benefits

Create Business ValueIntegrate long-term planning, treasury strategies and corporate development analysis Save time and moneyReduce model-building efforts using pre-built financial modeling logic Improve Strategic Decision-makingPerform more comprehensive financial analysis in less time, reduce simulation time from days to minutes Minimize risk and uncertaintyImprove accuracy of financial models with ensured accounting integrity Deploy QuicklyImplement quickly with minimal IT support

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2.5 HYPERION FINANCIAL MANAGEMENT

Oracle Hyperion Financial Management (HFM) is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. It utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team. Benefits

Accelerate reporting cyclesReduce closing cycles by days, deliver more timely results to internal and external stakeholders Improve transparency and complianceHelps reduce the cost of compliance (as stipulated by the Sarbanes-Oxley Act, electronic filing, and other regulatory requirements) and support disclosure requirements, such as sustainability reporting Perform strategic analysisSpend less time on processing and more time on value-added analysis Deliver a single truthProvide a single version of the truth to support financial management and statutory reporting Easily integrateIntegrate not only with Hyperion products but also with your existing infrastructure

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2.6 HYPERION FINANCIAL DATA QUALITY MANAGEMENT

Oracle Hyperion Financial Data Quality Management (FDM) is a packaged solution for finance users that helps develop standardized financial data management processes with its Web-based guided workflow user interface. Its data preparation server can ease integrating and validating financial data from any of your source systems. And to further reduce your data integration costs as well as data mapping complexities, FDM includes prepackaged adapters for Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Hyperion Strategic Finance, Oracle's Hyperion Enterprise, Oracle Essbase, and Oracle E-Business Suite. Benefits

Increase qualityImprove your financial data quality and confidence in the numbers Simplify data handlingAbridge the collection, mapping, verification, and movement of financial data StandardizeRely on repeatable financial processes Reduce expendituresLower the cost of compliance Improve productivityEliminate manual file manipulation and bottlenecks Improve insightDrill-through from EPM applications to transactional systems

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2.7 HYPERION DATA RELATIONSHIP MANAGEMENT

As organizations grow and evolve, it becomes essential to manage master data across information silos that result from mergers and acquisitions, departmental initiatives, or legacy system proliferation. Data consistency, integrity, quality and accuracy suffer. And, no one trusts the information and insight that ensues. Oracle Hyperion Data Relationship Management (DRM), (previously known as Hyperion Master Data Management) provides enterprises with a solution to build consistency within master data assets despite endless changes within the underlying transactional and analytical systems. DRM provides the industry's first data model-agnostic master data management solution built to enable financial and analytical master data management in dynamic, fast-changing business environments. Financial Master Data Management Create an enterprise view of financial chart of accounts, cost centers and legal entities with a view to govern on-going financial management and consolidation based on consistent definitions of financial and reporting structures across general ledger systems, financial consolidation, planning and budgeting systems. Analytical Master Data Management Create an enterprise view of analytical dimensions, reporting structures, performance measures and their related attributes and hierarchies using Oracle Hyperion Data Relationship Management's data model-agnostic foundation. Construct departmental perspectives that bear referential integrity and consistency with master data constructs based on validations and business rules that enforce enterprise governance policies. Synchronize master data with downstream systems including business intelligence (BI)/enterprise performance management (EPM) systems, data warehouses and data marts to gain trustworthy insight. Consolidate

Domain-agnostic master data repository Wizard-driven metadata & master data configuration Batch / File import Mass & incremental updates Application templates for metadata migration SOAP / COM APIs for SOA integration

Rationalize

Business user interface Automated attribute maintenance Advanced hierarchy management

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Compare and blend/merge changes Enforce policies via business rules & validations Build rationalized maintenance structure

Govern

Manage change requests / approvals via workflow Control access with fine-grain data security Run "what if" scenarios or rollback planned changes to any point in time Understand changes over time based on full history & "as of" versioning Comply with regulations using comprehensive audit trail & reports

Share

Target-specific exports for robust, repeatable & transparent consumption Use books to aggregate related exports for complex consumption targets (e.g., DW) Schedule publication of exports to files or target schemas Enable SOA exchange via comprehensive web services APIs

Benefits

Change management and controlUnify cross-functional perspectives to a master record while giving users the freedom to make changes and construct alternate departmental views of the data that are consistent and accurate. Best-of-breed hierarchy managementStreamline master data changes using drag-anddrop hierarchy maintenance. Enable side-by-side comparison and one-click navigation across both, balanced and ragged hierarchies, with built-in referential integrity. Audit and complianceProvide a framework for query, comparison, and full history of all master data changes, including documented versioning and roll-back at any point in time or recorded modification to master data elements. Workflow integrationHot-pluggable integration with workflow tools using web services.

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2.8 HYPERION PERFORMANCE SCORECARDS

Oracle Hyperion Performance Scorecard (HPS) is a balanced scorecard collaborative certified application that helps organizations clearly articulate strategy and goals, communicate them across the enterprise, monitor key performance indicators, and improve business alignment. The software offers you complete strategy-and accountability-mapping capabilities, as well as Webbased message boards, forums and discussion threads. Benefits

Communicate effectively across the enterpriseShare operational performance management strategies throughout the business Clarify business objectivesAlign the enterprise with corporate strategy, plans and objectives Focus resourcesImprove operational efficiency through a continuous business performance management cycle Increase employee participationPromote collaboration and accountability for results Create valueBuild future economic value for key stakeholders

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2.9 HYPERION PROFITABILITY AND COST MANAGEMENT

Oracle Hyperion Profitability and Cost Management (HPCM) provides actionable insights into costs and profitability. This solution drives business performance by discovering drivers of cost and profitability, empowering users with visibility and flexibility, and improving resource alignment. Unlike traditional activity-based costing applications, HPCM offers a flexible allocations platform for any method including ABC, time estimation, etc. The application also supports both cost and revenue management. Traceability maps and audit trail capabilities provide unique transparency and ease of use. It is the only packaged profitability application that leverages Oracle Essbase Plus, for faster, easier, powerful multidimensional analysis. Unlike nonintegrated EPM suite vendors, HPCM shares a common foundation and is integrated with the other Hyperion EPM applications and enables a single point of maintenance for reduced cost of administration and ownership. Benefits

Discover drivers of costs and profitabilityIdentify sources and attributes of profitability with multidimensional analysis. Improve decisions with scenario modeling capabilities. Enable management best practices by leveraging profitability as a performance metric. Empower users with visibility and flexibilityAccurately allocate costs with a flexible allocation engine that supports any methodology. Gain confidence in cost allocations and revenue flows with graphical traceability maps. Quickly validate models with user-defined business rules. Improve resource alignment Impact budgets and plans through integration with

other EPM applications. Strategically allocate resources with accurate profitability and cost information. Improve marketing programs through customer segmentation

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3 Conclusion
Oracle is the leader in Enterprise Performance Management (EPM), unifying Performance Management and Business Intelligence (BI), supporting a broad range of strategic, financial and operational management processes. Oracle provides a complete and integrated system for managing and optimizing enterprise-wide performance. This allows organizations to achieve a state of management excellence - being smart, agile and aligned - which provides competitive advantage and leverages their operational investments.

SmartEnable advanced integration that improves agility and lowers costs of ownership AgileIntegrate information from your financial performance management, operational intelligence, and transactional applications AlignedDrive pervasive intelligence across the enterprise by linking strategic, financial and operational management processes

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ABOUT SYNTELLI SOLUTIONS INC.

We at Syntelli Solutions are passionate about analytics and extracting value out of data. We constantly learn and use the latest and greatest technologies and tools and constantly collaborate with academia. This has given us deep and unique insight into the analytics market and the developments therein. We are therefore pursued by investment banks and analysts alike who seek our expertise and knowledge. Our expertise is in bringing business context to data and enhancing decision making, not just the technical aspect of implementing data-warehouse or the analytical product. We are very passionate about answer 'what-if' and 'what-else' questions. So, we bring to bear decades of statistical expertise to do Predictive Analytics/Intelligence work. Syntellis legacy is in providing Hyperion based solutions to CFOs Offices and Business Intelligence solutions since early 2000s. This exposed us to analytical and predictive tools which we formalized as an analytics focused practice in 2011, named RAPID Risk Analytics & Predictive Intelligence Division. We consider ourselves, first as a business solutions company, then a technology provider. Even tho we are a small business, we employ PhDs and MBA grads from top 10 schools globally. Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase for analytics. We are strategically located in Washington, DC, Texas and in the Carolinas.

*: TIBCO-Spotfire

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