About this Presentation

Audience: Finance and IT Executives, New or Existing

Customers, Partners
Speaker: Sales Execs, Product Marketing Staff (needs to be
scripted)
Objectives:

High level overview of Hyperion Planning

Articulate customer challenges and how we solve
Includes customer examples that can be replaced or expanded
Can be used in seminars or early stages of sales cycles

Length: 23 slides
Author: Ivo Bauermann, Andreea Vasiliu Product Marketing
Initial Release August 1st, 2007, updated January 2008
Feedback please send any comments or suggestions
to the author

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Hyperion Planning Delivering Predictable Results

Presenters Name
Presenters Title

Agenda

Understanding customer needs

Solving planning issues
Our unique value
Summary and questions

How does One Build the Budget?

Management
reviews the
budget
Repeat
this cycle
and

until either the management

team is happy with the budget or budget
managers lose their will to live

Finance
aggregates
the budget

Finance
creates theGartner
forms

Managers
input their
data by
accounting
period

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What Are the

Challenges?
Planners like you, say

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

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Oracle Addresses These

Challenges.
See What Our Customers
Have to Say

Creating a Healthy ROI at Oregon Graduate

Institute
OGI 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.

BEFORE

AFTER

Variance between budget

and actual

20%

7%

Variance between forecast

and actual

15%

3%

FTE (full time employees)

15

Processing time

5 Months

6 Weeks

ROI: $1.5 Million Annually

Ensuring a Smooth Planning Process at ING

One of the 20 largest financial institutions worldwide
Revenues of ~9 billion USD (2005)
Over 113 thousand full time employees

BEFORE

AFTER

First budget iteration took 8

First budget iteration takes only 4

weeks, while transferring

employees or departments took 10
days
Creation & distribution of the Excel
templates took 4 weeks
The data was not dependable for
management to make business
decisions
Corporate budget group employed
9 people to maintain the process
and offline system

weeks
Reorganizations down to 24 hours
A very detailed expense budget that
utilized over 700 accounts
Each individual employee was
budgeted (60,000 in phase 2)
For the first time ever ING had threedimensional reporting
Several new reports enable managers
to analyze the business (i.e. year over
year quarterly comparison)

Improving Strategic Planning at Telenor

Ranked 12th in mobile operators field
Revenues of 10.9 billion USD (2005)
Over 23 thousand full time employees

BEFORE

AFTER

6 different analysis/reporting tools

Manage strategy and initiatives on

4-6 financial data warehouse

solutions
No common tool for budgeting
Dependency on external
consultants
Many information silos, no
analysis across the companies
Many user interfaces to work with
processes across many systems

a regular basis
Agenda for the monthly
management meeting is
determined by the status indicators
on the strategic objectives
Strategic objectives tie into
measures and initiatives
Cost-cutting through process,

system, and information

standardization

Challenges Solved

CHALLENGE

RESULTS AFTER IMPLEMENTING

ORACLES HYPERION PLANNING
SYSTEM 9

Process time reduction

50-82% time reduction

Improved accuracy (variance)

65-80% improvement in accuracy

Increased level of detail for the budget

700 accounts and over 60,000 employees

Number of Excel sheets replaced

2000+ Excel spreadsheets

Number of full time employees

transferred to analysis

8 FTE transferred from budget to analysis

ROI

$1.5M return on investment

Expand to

Rolling forecasts, operational planning,

investment planning, bulk updates,
pre-built depreciation calculations,
version control

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Solving Planning Issues

How?

Capital Planning

Operational Planning

Strategic Planning

Revenue / P&L Planning

Rolling Forecasting

Integrated Business Planning

ONEBudgeting
Planning Platform
Enterprise Planning
Organization-wide Planning
Project Planning

Capacity Planning
Closed-loop Budgeting

Hyperion Planning
Shortens Planning Cycles and Improves Business
Predictability
Powerful workflow and

process management
Intuitive interface
Robust data integration
Leverages Essbase
powerful reporting and
analysis
Scalable web infrastructure
Special-purpose planning
modules for fast deployment

Oracles Hyperion Planning Delivering

Predictable Results
Accuracy one planning platform for all the modules,

improving processing time and accuracy, as well as

reducing the maintenance overhead
Performance Essbase, award winning OLAP
engine, boosting the scalability and performance of
any planning application
Simplicity one reporting workspace enabling real
time, side-by-side planning, forecasting and analysis

Fundamental Capabilities

CAPABILITY

DETAIL

Planning and
Analysis

Fully embedded into BI and Microsoft Office for real-time

reporting and analysis

Modeling

The ability to model at the operational level, assessing

impact to the overall strategic plan

What-if

See the business impact of changing business drivers to

make intelligent decisions

Collaboration

Technology that allows the entire user community to

communicate and plan in real time as well as offline

Top-down/Bottom-up

Bi-directional planning capabilities to promote accuracy

and accountability

Top Hyperion Planning Customers

Number of Users

20,000
British
Telecom

Lockheed
Martin
Credit
Suisse

Telenor

Alcoa

Toyota
Hyatt

Norway
Post

3,000

Turkiye
IS Bank
Newmont

Petrobras
Number of Users

Dell

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Unique Value. Market Leader,

Check for Yourself.

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The 21 Irrefutable Laws of

Leadership
John Maxwell, 1998
Leader is a person that has followers
The Law of Solid Ground: Trust is the foundation of
leadership

Customer Adoption has Been Rapid

Planning Customers

1992 Morgan Stanley

2000 Olympus

1992 Toshiba

2000 Motive Communications

1992 Logitech

Budgeting & Planning

1995 Carnival Cruise Lines

1996 Nationwide

2001 All Seasons Services Inc.,

Autonation

Customers

1989 Philip Morris USA

2002 Pepsi, Wellpoint

2003 Telenor

1997 Pfizer

2004 Toyota, UMB Bank

1999 Heineken

2005 Norway Post

Oracle Leads the Market

Gartner: 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.

Some Key Numbers

5

In the last 5 years we increased the number

of planning clients 5 times

13
Weve provided planning solutions for 13 years

3000

Oracle has over 3000 clients using its planning

solutions

Delivering Predictable Results

1

Accuracy

Unique Value

Performance
Simplicity

2
Customers

Over 3000 clients ROI

Next Steps

Discovery session