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    Oracle Enterprise Performance Management

    John Zimmer

    Senior Solutions Consultant, Enterprise Performance Management

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    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 berelied upon in making purchasing decisions.

    The development, release, and timing of any

    features or functionality described for Oracles

    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

    Whats New? ERP Integrator! Drill Through Options

    Roadmap

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    Agenda

    Enterprise Performance Management

    Financial Data Quality Management

    Whats New? ERP Integrator! Drill Through Options

    Roadmap

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    Enterprise Performance

    Management is a Discipline

    that Enables Management to:

    Linkstrategies to plans and execution,

    Monitorfinancial and operational resultsagainst goals, and applying analytics to

    Driveenterprise-wide performanceimprovement.

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 6

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    Market Pressures Demand Effective

    Performance Management

    Todays Reality:

    Management Processes

    Are Fragmented

    Lack of business alignment

    Low predictability in performance

    Inconsistency in businessdecisions

    SIX SIGMA

    ANALYZE

    PERFORMANCE

    GOAL

    SETTING

    SCORECARDS FINANCIAL

    REPORTING

    FINANCIAL

    MODELING

    VARIANCE

    ANALYSIS

    ROLLING

    FORECAST

    OPERATIONAL

    PLANNING

    MONITOR

    RESULTS

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 7

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    Oracle EPM Connects Management Processes

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 8

    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

    Whats New? ERP Integrator!

    Drill Through Options

    Roadmap

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 10

    Financial Data Quality Differentiated

    Hyper ion Financial Data Qual i ty Management(FDM)helps finance usersincrease their confidence in the numbers and lowers their cost of compliance byeliminating data integrity risks associated with collecting, mapping, validating, andmoving critical financial data from across the enterprise.

    Financial data quality management is a business issue, andis defined as the practice by which companies can effectivelyand 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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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 11

    Oracle EPM System Delivers Confidence with FDM

    Audit Trails Integrate Controls questions

    Store current and historicalmapping definitions, docs

    Allow dynamic drill through

    to source ERP and files

    Data Collection

    and Transformation Read and interpret GL trialbalance files and ERP

    Mapping validation againsttarget system dimensions

    Data & meta data integritychecking against data validationrules

    Internal Controls

    Source financial documentarchival

    Prepackaged audit andinternal control reports

    Comprehensive role basedsecurity

    RepeatableProcesses

    Single standard anddefined solution for anytarget application

    Standardized database schema

    Standard upward data certification process

    FDM

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 12Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    FDM offers unique ERP Integration for EPM

    File

    Excel

    XML

    Other

    Systems

    Oracle EBS,PeopleSoft, SAP R/3

    Data Warehouse

    Data Mart

    FDMStrategic Planning

    Financial Close

    Planning & Forecasting

    Profitability Management

    EPM WorkSpace

    Financial Reports

    SmartView

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 13

    Oracles Hyperion Financial Data Quality

    Management Benefits

    Confidence in the numbers Hyperion FDM provides robust audittrails from source systems to target and back, with robust validationcapabilities, providing transparency into the numbers

    Decrease cost of compliance Hyperion FDM with its internal controlchecks over the process ensure adherence to company policies andprocedures, 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 andsupports a simple, easy to follow, repeatable process

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    Invalid Dimension Map Problems are identified

    for easy correction. FDM allows for simple or

    complex cross-dimensional and conditionalmapping of data.

    Smart Dimensional Mapping

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 14

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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

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 15

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    Agenda

    Enterprise Performance Management

    Financial Data Quality Management

    Whats New? ERP Integrator! Drill Through Options

    Roadmap

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 17Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Introduction of

    FDM ERP Integrator

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 18

    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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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 19Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    FDM ERP Integrator Benefits

    Simple, pre-packaged approach to ERP to EPMintegration

    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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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 20

    FDM ERP Integrator Process

    E-Business

    Suite

    Data Sources

    PeopleSoft

    E-Business

    Suite

    SAP (data onlythrough FDM)

    File-based data

    XLS, Text, XML

    Data &

    Metadata

    FDM ERPI

    Staging DB

    EPMA

    FDM

    ODI

    EPM

    HFM

    HPL

    ESS (EPMAwith no

    drill)

    Data &

    Drill-back

    Reporting

    SmartView

    FR

    Data &

    Metadata

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 21

    Example: From

    EBS to PlanningUsing FDM ERP

    Integrator

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 22Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    New Option under the EPM Workspace

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 23Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Map EBS Segments to Planning Dimensions

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 24Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Define Calendar Mapping

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 25Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Configure Data Rule

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 26Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Review Data in Planning

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 27Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Drill Through to FDM ERP Integrator

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 28Copyright 2009, Oracle and/or its affiliates. All rights reserved.

    Drill Through to EBS Account Balances Page

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    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 29

    Agenda

    Enterprise Performance Management

    Financial Data Quality Management

    Whats New? ERP Integrator!

    Drill Through Options

    Roadmap

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    Drill Through from Hyperion Financial Management

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 30

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    Agenda

    Enterprise Performance Management

    Financial Data Quality Management

    Whats New? ERP Integrator!

    Drill Through Options

    Roadmap

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    The preceding is intended to outline our generalproduct direction. It is intended for information

    purposes only, and may not be incorporated into anycontract. 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 Oraclesproducts remains at the sole discretion of Oracle.

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 52

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    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

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 53

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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

    Copyright 2009, Oracle and/or its affiliates. All rights reserved. 54

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