WIXLIB

Insert Picture Here Oracle’s EPM System and StrategyJoel BeisnerEPM Global Business Unit

Agenda Why EPM?Oracle’s EPM SystemIntegration StrategyQ&ACopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only2

Operational Excellence and Efficiency .What Comes Next?Firm InfrastructureInvest to RetireHuman Resource ManagementTechnology DevelopmentDevelop to ProcurementReleaseProcure to PayInboundLogisticsOperationsOutboundMarketing &Logistics Order toSalesCashSource to ProcureBased on Michael E. Porter’s Value ChainCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlyService

Today’s Reality: Management Activities AreSiloedGOALVARIANCESIX NCESCORECARDSFINANCIALREPORTINGCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Oracle’s EPM Vision: Extend OperationalExcellence to Management ExcellenceCompetitiveAdvantageMANAGEMENT EXCELLENCEOPERATIONAL EXCELLENCETimeCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Deliver Higher Returns2.40Enterprise PerformanceManagement (EPM)1.0Peer GroupWorld-class EPM organizationsdeliver 2.4 times the equitymarket returns of industry-peercompaniesWorld-ClassSource: CFO Challenges and Opportunities in the Flat world, Hackett GroupCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Expand The Scope Of PerformanceManagementCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Strategy to Success: Oracle’s Frameworkfor Achieving Management ExcellenceCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Oracle’s EnterprisePerformance ManagementSystemCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only9

Leadership Product Strategy Industry’s First Complete & IntegratedEnd-to-End Enterprise PerformanceManagement System Comprehensive ApplicationsCommon Enterprise Information ModelPervasive Information Delivery LayerPowerful OLAP Technology Oracle is Defining and Driving the Competitive Agenda Competitors attempting to respond to Oracle’s Strategy Competitor revenue declines vs. Oracle’s strong growthCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only10

Oracle EPM SystemIndustry’s First Integrated EPM SystemEPM WorkspacePerformance ManagementApplicationsBI ApplicationsBusiness Intelligence FoundationFusion MiddlewareOLTP & ODSSystemsData WarehouseData MartOLAPCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlySAP, Oracle, Siebel,PeopleSoft, CustomExcelXMLBusinessProcess

Oracle EPM SystemLeverages Fusion MiddlewareEPM WorkspacePerformance ManagementApplicationsBI ApplicationsBusiness Intelligence FoundationFUSION MIDDLEWARESOAOLTP & ODSSystemsDataQualityDataIntegrationData WarehouseData MartMasterDataManagementOLAPCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlyIdentityManagementContentManagementSAP, Oracle, Siebel,PeopleSoft, CustomExcelXMLBusiness ProcessManagementBusinessProcess12

Oracle’s Hyperion Financial Data ManagementSynchronize data from your GLA packaged application for finance users thatincludes: Guided web-based workflow user interface fordeveloping standardized financial data managementprocesses Data preparation server for collecting, mapping,verifying and moving financial data from any sourcesystem EPM Adapters for Hyperion Financial Management,Hyperion Planning and Hyperion Essbase to reduce thedata integration costs and data mapping complexities.Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only13

Hyperion Data Relationship ManagementCentrally Manage Structures and Hierarchies Focuses on managingchange in master dataacross enterprise systems Operated by businessusers; IT maintains control Complements datawarehouses and referencedata management tools intransactional systems Integrates with existingdata integration processesand technologies (e.g. ETL& ELT, EII, EAI)Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

ODI Provides Common Data IntegrationHyperion Planning, Financial Management and EssbaseOracle HyperionPlanningOracle HyperionFinancial MgtOracle HyperionEssbaseAPI LayerAuthenticationServicesData ServicesLogging ServicesAPI LayerOracle Data IntegratorODI Knowledge Modules for aCaptureDataIntegrityData QualityODI Connectivity FrameworkBulk and Real-Time Data CPeopleSoftSAP/R3Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlyMessageQueuesDataWarehouse15

Highly Scalable BI FoundationProviding Insights Across the EnterpriseEPM WorkspacePerformance ManagementApplicationsBI ApplicationsBUSINESS INTELLIGENCE FOUNDATIONCommon Enterprise Information ModelBI ServerEssbasePredictive AnalyticsFusion MiddlewareOLTP & ODSSystemsData WarehouseData MartOLAPCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlySAP, Oracle, Siebel,PeopleSoft, CustomExcelXMLBusinessProcess16

Common Enterprise Information ModelEnables Consistency, Security, Reuse, FlexibilityPRESENTATION LAYER User roles, preferences Simplified view Logical SQL interfaceRole-Based Views of theInformation Relevant to the UserSEMANTIC OBJECT LAYER on RulesTime SeriesConsistent Definition of BusinessMeasures, Metrics, CalculationsPHYSICAL LAYER Map Physical Data Connections SchemaModel Once, Deploy EverywhereAcross Any Data SourcesCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only17

Oracle’s Hyperion EssbaseSpeed of Thought AnalyticsRichestBusinessUserExperience Superior Tools for the Business User Broadest Analytic Functionality “Speed of Thought” ResponseMost HighlyAdvancedCalculationEngine Superior Calculation PowerBestCustomAnalyticEnvironment Optimized Storage Comprehensive Library of Functions Extensive Financial and Time Intelligence Enterprise scale Forward Looking Applications Premium PerformanceCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only18

Oracle BI ApplicationsBuilt-in Best Practice Metrics LibraryEPM WorkspacePerformance ManagementApplicationsBI APPLICATIONSSales Svcs. Mktg.Contact Order SupplyHR FinanceCenter Mgmt. ChainBusiness Intelligence FoundationFusion MiddlewareOLTP & ODSSystemsData WarehouseData MartOLAPCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlySAP, Oracle, Siebel,PeopleSoft, CustomExcelXMLBusinessProcess19

Oracle BI ApplicationsMulti-Source Analytics with Single ArchitectureAutoComms Complex ConsumerSectorMfg& MediaSalesService cesHighTechInsuranceLife& Health SciencesPublicSectorTravel& TransMarketingOrderManagement& PerformanceA/R & tingCustomerSatisfactionResponseRatesOrdersvs. AvailableInventorySpendAnalysisSales ycle TimeAnalysisProcurementCycle TimesCustomer& ProductProfitabilityHR ComplianceReportingUp-sell /Cross-sellService RepEffectivenessLoyalty L AnalysisWorkforceProfileCycle TimeAnalysisService CostAnalysisMarket rendsCampaign ROICustomerReceivablesBOM AnalysisCash FlowAnalysisReturn onHuman CapitalGL / Balance CompensationSheet AnalysisAnalysisOther Operational& Analytic SourcesPrebuilt adapters:Oracle BI Suite Enterprise Edition PlusCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only20

Pre-Built, Pre-Mapped, Pre-Packaged Insights12Pre-built warehouse with more than 16star-schemas designed for analysis andreporting on Financial AnalyticsPre-built ETL to extract data from hundreds ofoperational tables and load it into the DW,sourced from Oracle EBS, PeopleSoftEnterprise, SAP R/3, and other sources.Copyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only34Pre-mapped metadata, including embeddedbest practice calculations and metrics forFinancial, Executives & other Business Users. Presentation Layer Logical BusinessModel Physical SourcesA “best practice” library of over 360pre-built metrics, Intelligent Dashboards, 200 Reports and alerts for CFO, Finance Controller,Financial Analyst, AR/AP Managers andExecutives21

Speeds Time To Value and Lowers TCOOracle BI ApplicationsBuild from Scratchwith Traditional BI ToolsOracle BIApplicationsTraining / Roll-outDefine Metrics& Dashboards Faster deployment Lower TCO Assured business valueDW DesignTraining / RolloutBack-endETL andMappingDefine Metrics& DashboardsRole-based dashboards and thousandsof pre-defined metricsDW DesignPrebuilt DW design, adapts to your EDWBack-endETL andMappingQuarters or YearsEasy to use, easy to adaptPrebuilt Business Adapters for Oracle,PeopleSoft, Siebel, SAP, othersWeeks or MonthsSource: Patricia Seybold Research, Merrill Lynch, Oracle AnalysisCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only22

Market Leading Performance ManagementApplicationsEPM WorkspacePERFORMANCE MANAGEMENT itabilityManagementFinancialReporting &ComplianceBIBIApplicationsApplicationsBusiness Intelligence FoundationFusion MiddlewareOLTP & ODSSystemsData WarehouseData MartOLAPCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlySAP, Oracle, Siebel,PeopleSoft, CustomExcelXMLBusinessProcess23

Oracle’s Hyperion PlanningFEATURES Strategic Planning Modeling & Simulation What-if Analysis Excel Integration Enterprise Collaboration Native Reporting & AnalysisPlanning &BudgetingApplicationsBENEFITS Speed Accuracy Align finance and operations Accountability Visibility to past, current and futurebusiness performanceCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only24

Integrated Business Planning FrameworkEPM WorkspaceCORE FINANCIAL PLANSIncomeStatementBalanceSheetSPECIALIZED TIONAL gIT PlanningHyperion Planning ApplicationEssbase OLAP ServerData WarehousesTransactional SystemsCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use OnlyPerformance ManagementApplications25

Hyperion Strategic FinanceExtensive Strategic Financial Modeling in OneEnvironment Funding OptionsDebt Scheduler“What If” Analysis Toolkit“Deal Period” FunctionalityAnalyze Trail FeatureFreestyle ReportingCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only26

Oracle Strategic Operational PlanningLinking Operational Modeling with Financial PlanningHyperion Strategic FinanceHyperion PlanningLong Term PlanningCorporate DevelopmentTreasury ManagementValue ManagementAnnual BudgetingPeriodic ForecastingCapital Expense PlanningWorkforce Financial PlanningStrategic Operational tedRevenue &Profit PlanningHuman ResourcesCall CenterOperationsPlanningCRMKey Materials& CapacityModelingSCMManufacturingOnly Oracle integrates Operational planning to assess feasibility of financial plansCorporate finance to link operations to capital allocation and financing decisionsCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only

Oracle’s Hyperion Financial ManagementFEATURES Simple to Customize Easy to Integrate Financial Data Quality Complete Audit Trails Flexible Workflow Powerful Reporting Finance Owned & OperatedFinancialConsolidation,Reporting andAnalysisBENEFITS Confidence in the Numbers Reduce Cycle Time Automate Collection & Validation Lower Cost of Compliance Speed and AgilityCopyright 2008, Oracle and / or its affiliates. All rights reserved. - Internal Use Only28