1. What’s new in Oracle EPM System
Planning and Cost Management
Edoardo Bacchini
Nicola Ciapponi
Sales Consulting EPM

2. 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 be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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3. Agenda
Why is this release important? <Insert Picture Here>
Hyperion Planning 11.1.2
Summary of Key Features
New Modules & Reporting
Hyperion Profitability and Cost Management 11.1.2
Hyperion Strategic Finance 11.1.2
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4. <Insert Picture Here>
Why is the release
important?

5. Why is this release important?
Hyperion Planning 11.1.2
1. HPLN is the strategic planning platform within Oracle
• Largest number product enhancements over the last 5+ years
2. Major enhancements in key product areas
• Web UI sophistication
• Process Management / Workflow
• Depth of support for MS Office
3. New module: Hyperion Public Sector Planning &
Budgeting
• Public Sector Market
• Related markets such as Healthcare and Higher Education
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6. <Insert Picture Here>
Hyperion Planning 11.1.2

7. Themes
End User Experience
Workflow
Office
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8. End User Experience
Improved usability in web forms
Sorting and Filtering, Ad hoc on the Web, Menus at cell level
and Personalized Data Forms
Traffic Lighting, Data driven visual exceptions and Validation
notifications
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9. End User Experience
Increased flexibility
Enhanced Composite Forms
Area size manager
Multi Tab
Titles
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10. End User Experience
New Member Selector: Ad-hoc filtering, flexible display
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11. End User Experience
Reporting cube integration
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12. Workflow
Increased granularity in the Planning Unit definition
Add one more dimension to entities
Support different process management organization by
scenario / version
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13. Workflow
Pre defined promotional path
Automatically find the next owner
Flexibility : Take ownership, multi select actions, out of office
Data driven promotional path
Support matrix organization
Dynamically add reviewers based on data
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14. Microsoft Office
Excel: Allow Planners to perform Planning tasks in
familiar MS Office environment
Task Based Workflow
Traffic Lighting & Data Validation
Process Management
Composite Forms
All key Planning web capabilities available within Office
Outlook
Manage Planning task through Outlook tasks
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15. Outlook: Task Based Workflow
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16. Outlook: Task Based Workflow
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17. User’s Task Lists
are available in
Excel.
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18. Right click menus enable
users to access planning
options with a single
click. Parity to web
features.
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19. Cell level menu options
to add supporting details,
cell text/document
attachment and drill back
to source.
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20. Data validations and
color coding. No coding
required.
Validation Messages
based on excel column
cell reference
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21. Composite forms appear
as tabs and share a
common drop down point
of view.
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22. Plan submission from
excel. Validation rules
can be applied to require
additional approval
levels. Promotional path
visualized.
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23. Users can promote/approve budget or
set ‘Out of Office’ message and
delegate another user for process
management from Excel.
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24. Users can promote/approve
budget or set ‘Out of Office’
message and delegate
another user for process
management from Outlook.

25. Plan can be taken offline
by using the SmartView
panel.
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26. Single click to perform ad
hoc analysis.
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27. SmartView Home
• Option to display at start up
• Displays users connections
• Displays most recently used
documents
• Pin Important tasks
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28. Budget Books
• Define a budget book with sections and
subsections with a table of contents
• Financial Reports, MS Word, HTML,
PDF and other file types as sections or
attachments in the Book
• Generate the book in PDF output or a
static HTML web site
• Templates will be provided for HTML
layout and page customization
• BI Publisher support
• Support table of contents edits and web-
site navigation links
• Leverage book printing options in
workspace
• Built in search capability for HTML
output
• Integration with Document Management
System (Stellent)
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29. New Modules
Public Sector Planning & Budgeting
Balance Sheet Planning – Banking Model
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30. Public Sector Budgeting
Budget by position, by employee,...or both!
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31. Oracle Balance Sheet Planning
Enabling Financial Services
Institutions to budget for a full
balance sheet and the associated Net
Interest Income Based on Cash
Flows
Cash Flow Balance Sheet & Net Interest
Margin Planning
Built on top of Hyperion Planning,
leveraging Essbase and User Interface
Separate Hyperion Planning Module
(Like CAPEX & Workforce)
Integration with Hyperion CapEx and
Workforce Planning
Integrated with Oracle Financial Services
Profitability Management, Funds
Transfer Pricing, and ALM

32. <Insert Picture Here>
Hyperion Profitability
and Cost Management
11.1.2

33. User Managed Profitability and Costing
Models
• Determine which products /
customers / services are
PROFITABLE and which are not
• Discover which DRIVERS impact
Costs and Profitability
• Flexible and powerful profitability
reporting and ANALYSIS
• MODEL scenarios to evaluate action
for improving profitability
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34. Business Users Define Stages of Allocation
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35. Business Users Control Definition of
Allocation Methods
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36. Business Users Control Definition of
Assignment Rules
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37. Profitability Management Provides a
Business View
Product Profitability by
Customer
Customer Profitability by
Product
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38. Profitability and Cost Management 11.1.2
What’s New
Common Look and Feel
Color Scheme & Tabs
User Interface Enhancements
Improved Modeling Experience
Dimension Member Selection Persistence
Trace Allocations
Model Validation
Data Transfer
LCM Enhancements
New HPCM Functionality
Genealogy Improvements
Standard Basis Drivers
Sequence Priority Drivers
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39. <Insert Picture Here>
Hyperion Strategic
Finance 11.1.2

40. Long-term Planning, Corporate Development
and Treasury in a Single Model
• Integrated financial
statements
• Project shareholder value
• Run unlimited scenarios
• Consolidate multiple
business combinations
• Evaluate strategic projects
• Simulate effects of M&A
• Debt Scheduling
• Optimize capital structure
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41. Strategic Finance 11.1.2 What’s New
Enhance Extended Analytics to push consolidation
structure information
This enhancement to HSF provides access to the
consolidation metadata to allow customers to perform further
custom analysis.
Expand Localization Support
HSF now supports 13 languages.
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