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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




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.



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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



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Oracle EPM Connects Management Processes


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



Whats New? ERP Integrator!

Drill Through Options

Roadmap


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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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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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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



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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




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 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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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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Example: From

EBS to PlanningUsing 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





Roadmap


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Drill Through from Hyperion Financial Management



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Agenda





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.



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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



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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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