Makes Budgeting More Proactive, Less Reactive

1. Oracle Hyperion
Planning

2. Agenda
• Introduction – The BizTech Team
• A Typical Budget Process
• Problems That Surface During Budgeting
• What is Hyperion Planning?
• Hyperion Planning Solutions
• Summary

3. Introduction

4. Quality | Results
From Many Completed Implementations

5. About BizTech
• Professional Services Firm
– Professional Services firm focused on Oracle applications and
technology
– Oracle Platinum Partner – Highest Level of certification
– Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology
– Over 400 successful Oracle implementations over the past 15 years
– NY, PA, NJ, VA offices with Regional, Global, and International clients
– 100+ Consulting Resources
• Centers of Excellence across key solutions and industries
– Solutions: Oracle Applications, Technology, BI/EPM, and Managed
Services
– Industries: Financial, Professional, Business Services; Communications
and Media; Manufacturing; Distribution; Public Sector, Government;
Healthcare and Life Sciences
• BizTech Software Solutions : BizTech Data Integrators, BizTech Insight
Accelerators, BizTech Reporting Foundation
• Oracle License Reseller

6. Award Winning Partner
 IDC and Oracle expert panel selected BizTech over Thousands of Oracle
partners, based on service delivery excellence to our clients
 Proven Oracle Experience with the full portfolio of Oracle Solutions
Oracle Titan Award
Global Implementation Partner

7. Client-Centric Practice Areas
Oracle Applications Oracle Technology and Business Intelligence
- Full Portfolio of Oracle Applications Solutions - End to end service offering in BI and EPM
- Implementation, Upgrade, Migration - Fully staffed team of Data Architects/DBAs
- Since 1990 MPL6 to R12 Experience - Solid experience in RAC, HA, and HS designs
- Over 400 successful implementations - Understand full Oracle technology stack
Oracle Oracle
Applications Technology
BI/EPM
Clients
Managed Oracle
Services Software
ITO Provider
Managed Services and IT Outsourcing Oracle Software Provider
- Remote or Onsite services - Full Portfolio of Oracle License Resell
- Full portfolio of Oracle Applications and - Helps Clients Optimize License models
Technologies - BI Software for the agile enterprise
- World-Class Data Center with 24x7 Support - BizTech Data Integrators
- Instant capacity, operational focused model - BizTech Insight Accelerators
- BizTech Reporting Foundation

8. A Typical Budget Process

9. The Typical Budget Process
• Excel Templates are prepared by the FPM team (usually in October)
– Last’s year budget amounts is cleared out
– Current year actual results are annualized and emailed out on a separate template.
– All formulas are checked to ensure that links and calculations are working
• Templates are instructions are emailed out to department heads
– Each department head is responsible for their own budget. In larger companies this
often involves sub-departments separated by location or line of business
– Requested time frame is usually three weeks to complete
– Email reminders are usually sent out one week prior to submission
• Templates are submitted to FPA by department heads
– For a typical company, this also involves chasing down a few stragglers, collecting all the
templates, and consolidating into one master budget.
– Often works out to over 100 Excel spreadsheets.
• Data is consolidated, reviewed and audited
– Each formula must be reviewed, audited, printed out and manually subtotaled
– Multiple versions are often required to keep track of changes.
– Budget is submitted to management for first pass review and process begins again

10. Which best describes your budget
process?
10

11. Problems That Can Surface
During Budgeting
• Excel is an outdated tool when preparing detailed Annual Budgets
– Larger or even mid-sized firms with multiple lines of business, products, departments, cost
centers and locations can often find themselves needing hundreds or even thousands of
Excel templates to prepare a consolidated budget.
– Most summary and detail departmental templates need to be printed out and audited by
someone in finance and accounting to verify data integrity.
– One broken link among thousands will lead to an incorrect budget and time consuming fact
finding.
– Emailing budgets to and from users is time consuming, can be accidentally overlooked or
discarded, risks data integrity and is prone to user errors or consolidation issues.
• Multiple versions lead to different versions of the “truth”
– Often a company will have multiple versions of a budget, one for baseline, one for upside
one for downside and sometimes numerous other combinations. Review of these various
versions wastes valuable time and blurs the truth of what should be the most realistic
budget.
• Dated material
– By the time the budget process begins, and budgets are sent out, received back, sent out
again, revised, approved, further revised and achieve final approval, months can often pass,
leading to outdated or irrelevant budgets, depending on current conditions.

12. A Disconnected Processes
Long-Term
Planning
• Time – cycles take too long, missed
opportunities and obsolete plans
Treasury
M&A
• Quality – data integrity, lack of Plans
standardization and communication
Senior Management
• Flexibility – lack of responsiveness to
changes
Annual Plan &
• Cost – many wasted resources, Forecast
questionable benefits Headcount FP&A
Plans
Departmental Revenue &
Plans Cost Models

13. Most Budgeting is Done Here…
But Excel is NOT the best
way to prepare budgets
anymore!
• Error-prone and labor
intensive
• Disconnected from all
users
• Numerous Security Risks
• Doesn’t scale to
company size
• Few controls / audit
trails
• Not ideal for
multiple, complex
calculations
• Spreadsheets are
inefficient for more than

14. What is Hyperion Planning?

15. Hyperion Planning
FEATURES
• Strategic Planning
• Modeling & Simulation
• What-if Analysis
• Excel Integration
• Enterprise Collaboration
• Currency conversion feature for
multi-currency applications
• Uses the Power of Essbase
BENEFITS
Planning & Budgeting
 Speed & accuracy
Applications in the
 Finance owned
World  Align finance and operations
 Accountability
 Visibility to past, current and future
business performance

16. What is Hyperion Planning?
• Oracle's Hyperion Planning is a web driven Planning and Budgeting tool that
utilizes Oracle Essbase as the data storage and calculation engine.
• Hyperion Planning sits on top of the Essbase OLAP server.
– By leveraging Essbase' s multidimensional data model as well as standard relational
database management platforms, Oracle's Hyperion Planning provides a powerful tool
for forecasts, budgeting, reporting, and analysis.
• The Essbase portion of the application gives Hyperion Planning the calculation
power to handle predictive planning, allocations and complicated revenue
recognition planning.
• While Oracle Hyperion Planning is a web software application, it also has an add-in
with Microsoft Office (called Smartview) which allows users to forecast or budget
in Microsoft Excel, an environment comfortable to most finance users.
• Hyperion Planning is part of Oracle's Hyperion EPM software suite and is often
utilized with Hyperion Financial Reports and Web Analysis to enhance the analytic
value inherent in its underlying use of Essbase.
• Oracle Hyperion Planning has two additional add-in modules, Workforce Planning
and CapEx Planning that can be used along with Oracle Hyperion Planning to
increase performance drivers in budgets and emphasize operational budgeting.

17. Achieving a World Class Enterprise
Planning Process
Run models based Validate operational Update forecast
on key strategies feasibility to with latest budget
financial plan and actuals
Set targets
Validate Evaluate Monthly / Update long-
Long-term strategic Annual
operational workforce and rolling term strategic
plan budget / plan
feasibility capital forecast plan
Seed targets to
annual Evaluate resource
operating plan Update strategic
and capital plan with latest
Start annual requirements forecast
process
Assess and Manage Risk
A world class budget process utilizing the right tools can take a few weeks.
However, at many companies, the budget process can take months.

18. Hyperion Planning Budgeting
Process
• The Hyperion Planning Process lets users track the progress of a
budget from any level in the organization using a Web-based client.
(Not)
First
Signed
Pass
Off
Under
Approved
Review

19. Single Centralized Planning
Platform
Workspace (Web) MS Office
Operational plans Industry models
P&L Financial Services
Workforce CapEx Sales Marketing
B/S
Planning Planning Planning Planning
C/F Manufacturing
Consumer Goods
Retail
Planning Foundation
Essbase Calculation Engine
Data Warehouses Transactional Systems Performance Management
Applications

20. Hyperion Planning Architecture
Internet Reporting
Microsoft Explorer Administrative Studio
Client Office Netscape Studio
Tier
Apache Tomcat
BEA Weblogic Apache
Server IBM Websphere
Web Server
Microsoft IIS
Macromedia JRun
Tier
Application Server Web Server
MS SQL Server OLAP Component
Oracle
Database IBM DB2 Essbase
Tier Relational Component
Data Integration
Source
Systems GL CRM HR DW etc. etc.

21. Key Capabilities
Update Forecasts based on changing environments
• Continuous forecasts (rolling, event
based)
• Manage budget process and
workflow
• Top-down and bottom-up budgeting
• Generates P&L, B/S and C/F
• Prepares by Business Unit,
Department and Cost Center level
• Revenue and cost allocations
handled automatically
• Driver-based planning
• Workforce planning
• Capital asset planning

22. Business Rules - Ensure Consistency
of Calculations and Allocations
• Graphical design
• Use building blocks
• Easy to read and understand
• For planners, not programmers
• Powerful calculations and allocations

23. Hyperion Planning Overview
Microsoft Excel Financial Reports
Data Forms Microsoft Office
Hyperion Essbase
Web Analysis
Data Sources

24. Essbase and Planning
• Multidimensional database management system
(MDBMS) that provides a multidimensional
database platform upon which to build analytic
applications.
• One Version of the Truth
• Speed-of-thought analysis for thousands of
concurrent users
• Easy for users to consume data via spreadsheets
• Write-Back capability of data and Powerful
calculation engine
• Powerful security module down to cell level
• Scalable to enterprise-level user base
• Premium Performance & Optimized Storage
• Ease of development, deployment and
maintenance
• Stand Alone Application to eliminate spreadsheet
reporting

25. Hyperion Planning Solutions

26. Hyperion Planning Solutions
• More Efficient Process, controlled by Finance
– Budgets are ready for input immediately upon release by FPA
– Reduces time to complete, risk of “stragglers”, resource misuse
• Reduced data entry, risk of errors and risk of key files on desktops or C drives
– No hidden or offline files. All supporting detail can be uploaded to the Budget.
• Easier budget consolidation – no need for manual uploads, email of files or
transferring of files.
• Budget commentary available on-line
• Fast calculation performance – most calculations performed in 4 seconds or less
• Workflow feature ensures timeliness or user preparation and management review
– Email alerts to remind user of deadlines.
• Standard calculations and business rules maintained in database
• Reduced Administration and stricter security.
• No set up from budget to budget cycle. Process begins immediately
• Reports automatically pick up new database members (new depts.)
• Low end-user training requirements
• Implementations can take as little as three months

27. Manage the Planning & Forecast
Processes
• Web Based Enterprise Solution
• Prepare Financial and Operating
Budgets simultaneously
• Full “Off-Line” Planning Capabilities
• Guided Work Flow via Task Lists
• Improved Process Management &
Controls
• Rolling Forecasts
• Modeling & “What if Scenarios”
• Break-Back & Driver Based Plans
• Workforce Planning to assist with
headcount, salaries, merit pay and
bonuses.
• Capital Planning to assist users with
forecasting and analyzing future
capital needs.

28. Guide Users Through Budget Process
• Budget wizard to guide
planners from start to finish
• Include instructions
• Set due dates for entry and
review
• Create templates and forms
for data entry or enter data in
Microsoft Excel
• Alerts and progress monitoring
• Send email reminders on
status and timing for
preparation.
• Report on budget status can
be made visible to any or all
users.

29. The Hyperion Planning Process
Start Promote Sign-off Promote Approve
Under Approved
Not Started First Pass Signed Off
Review
Sign-off Reject
Not Signed
Promote Off
Exclude Approve

30. Hyperion Workforce Planning
Improves Headcount, Salary and Compensation Planning
• Packaged solution for quick
implementations
• Plan salary and other
compensation at any level
• Add, edit and delete
employees and new hires
• Pre-defined or custom
calculations for taxes, etc.
• Integrates actuals
from HR systems
• Test scenarios in real-time
for impact analysis

31. Hyperion Capital Expense Planning
Improves Planning the Acquisition, Lifecycle Management, and Retirement of Assets
• Packaged solution
• Customizable
• Plan for asset purchases and
asset related expenses
• Transfer, retire, and improve
assets
• Directly linked
to main plan
• Interfaces with
external systems

32. Hyperion Smart View
• Accounts love their Excel and
Oracle Understands this!
• Planning features Ad-Hoc
Analytics via Excel via reports
or Drill through/back
• Use MS Office to enter,
analyze and report on
subsidiary data
• MS Excel add-in allowing
access on or off-line
• Users download forms to Excel
• Manipulate data just like
the full web client
• Synchronizes to server
when ready to be updated.

33. Summary

34. Planning - Fundamental Capabilities
Integrated nature of the system + BI integration = no more surprises
Turn on a dime - Web architecture & world-class deployment tools
enable rapid time to plan – gain the competitive edge
More people, more often means more accuracy
Integrated architecture of the system means real-time visibility into past, current and future business
performance
Driver-based capabilities to enable operational planning means more frequent updates in a language
the user base will understand & finance can use
Integrated architecture linking financial to operational plans allows transparency across & down the
organization
Optimized architecture to allow for small or wide scale changes to the plan in line with business
conditions
The world leader in financial & operational planning for over 25 years offering a truly unmatched
integrated business planning solution

35. Planning – Additional Features
Powerful high-level strategic planning & modeling engine that can be translated to an operating plan
and deployed to a wide audience
The ability to model at the operational level whilst assessing impact to the overall strategic plan
See impact of acquisitions, mergers, pricing strategies and more
See the business impact of changing business drivers to make intelligent decisions
Technology that allows the entire user community to communicate & plan in real time
Cascade high level plans to the divisions that can be customized whilst still connected to the overall
plan
Fully integrated & native business intelligence capabilities for detailed reporting & analysis
Bi-directional planning capabilities to promote accuracy & accountability

36. Why Choose BizTech
“Every company claims they deliver quality at a good price,
why is BizTech the superior choice…”
• Oracle Platinum Partner
• Client First Philosophy
• Focused Mission
• Proven Methodology and Process Orientation
• Simple to engage and do business together
• Encompassing Ethics and Integrity
• Balanced Leadership Team
• Focused on YOUR industry area for over a decade

37. LightSquared, Hyperion Planning
Broadband provider with the mission to revolutionize the U.S. wireless industry with the
creation of the first-ever, wholesale-only nationwide 4G-LTE network integrated with
satellite coverage.
Challenges:
• Need to manage and forecast $6B in spend to support
national 4G LTE broadband network
• Ability to quickly create multiple financial models based on
optimal funding source strategies
• Predict labor costs associated with rapid growth plans
• Complex sources and uses model to track cash source and
cash use throughout the business
Solution:
• Hyperion Planning Suite 11.1.1.3
Results:
• Ability to track cash sources and uses throughout the
business cycle from project through accounts payable
• Provide CFO office with rapid response of forecasting
scenarios
• Ability to plan headcount growth and cost to support growth
37

38. Choose | The Right Approach
BizTech RapidApp Methodology

39. RapidApp Methodology
 BizTech leverages our proven methodology, RapidApp, on every
engagement
– Phases
 Break the project into smaller, more manageable, sections of work
 Allow for “planned pauses” & overlap
– Tasks & Actions
 Areas of concentration within a phase
 Not all will be performed on every project
– Deliverables
 Formal work products requiring review and acceptance
 “Controlling” documents
– Policies & Procedures
 Project planning, progress tracking
 Status reporting
 Project scope definition and management
 Formal acceptance of deliverables

40. RapidApp Methodology
The two most critical concerns for a
successful implementation:
PROVEN EXPERIENCED
APPROACH PRACTITIONERS
Prepare Configure Test Deploy
Prepare D End User
Initial Planning Accelerator Magic
Test Scripts Training
Prepare Prepare D Setup Test/
Setup Production
Environment CRP Scripts System Testing
Define Project D Conference Room User Acceptance
Launch Project Pilots Testing Go Live!
Superuser Go/No Go Post-Go Live
Accelerator Prep
Training Decision Support
Project Mgmt, Quality Assurance, Knowledge Transfer

41. RapidApp (cont.)
Phase 1: Prepare
• In the Prepare phase, our objective is to build your project mission and definition.
We will build a roadmap and framework for the entire project.
• We define the scope and terms; identify people and resources, milestones and
targets.
• We work with your project team to establish and communicate expectations for
the project and perform baseline Oracle training.
– All implementation strategies are explored and decided upon during this phase.
• We will establish the base line technical infrastructure that will be necessary to
complete the project.
– All of these elements are the basis for developing your project plan.
At the end of the prepare phase, the deliverables include:
• A definition of Scope, Objectives & Approach that will guide the project.
• A RapidApp WBS that outlines all tasks as well as a resource plan.
• A Quality Plan for all phases and deliverables.

42. RapidApp (cont.)
Phase 2: Configure
• In the Configure phase, you’ll establish the boundaries of your project.
• We will work with your team to capture your functional requirements and
translate those requirements into a technical design. The technical design
becomes the foundation against which we develop the data warehouse, ETL and
dashboards.
• The conference room pilot at the end of the Configure phase will be the point at
which we validate that the develop solution matches the defined requirements.
At the conclusion of the configure phase, you will have:
A definition of Scope, Objectives & Approach that will guide the project.
• Application Functional Design specification document(s)
• Application Technical Design specification document(s)
• Conference Room Pilot Scripts that were used to validate the system
• A working non-production environment (data warehouse, ETL, dashboards
and reports)

43. RapidApp (cont.)
Phase 3: Test
• You’re going live soon, and we’re helping you prepare. We’re with you to update
and configure the final system configuration.
• We’ll help you conduct system testing to ensure a smooth transition into
production.
• We’ll also help you determine a training approach for your end users, design
training material and a training environment, and conduct the training, if
requested.
At the end of the test phase, the deliverables include:
• Documented Test Scripts that you used to test the system
• A complete end user training approach ready for rollout including Training
Guides
• A fully tested, production-ready system.
.

44. RapidApp (cont.)
Phase 4: Deploy
• Your Oracle solution is live. As you make the transition, we can remain with you in
a support role, helping to troubleshoot, teaching you how to maximize the value of
your new system, and identifying any new opportunities to continue with the
transformation to an e-business company.
At the end of this phase, you will have:
• A System Configuration Document
• A Production Software Infrastructure Summary
• A Deployment Plan
• Stopped doing your business processes in your legacy system.
• Moved all project support activities to your production support team.
• Trained your end users.

45. RapidApp: The Value Proposition
• Allows organizations to realize immediate cost savings through an
accelerated implementation.
• Establishes a budget conscious methodology that deploys functionality to
satisfy core functional requirements.
• Promotes the selection, inclusion, and customization of additional
functionality through additional discovery after your product is
implemented.
• Facilitates a phased approach in which knowledge transfer is conducted
whereby clients assume ownership of future project phases; reducing
dependency on external services and associated costs.
• Utilizes pre-built, customizable templates (models, forms, reports and
business logic) reducing development cycles and project cost.

46. ALA Delivery Resource Model
Leveraging the Architect – Lead – Associate model yields
higher productivity at lower cost, which:
• Maximizes value over traditional team approach
• Minimizes risk of single threaded SME approach
Architect The Architect designs the solution, and is
interacting with the work stream leads to
ensure implementation approach is optimal.
Lead The Leads are Subject Matter Experts, responsible for
client interactions, requirements, ensuring Associates
execute the work plan tasks and validates solution.
Associate The Associate may be on-site or remote,
executes the work plan tasks, unit test, and
provides completed work to Lead for testing.
Adds 3rd shift productivity to team.

47. Contact Information
Stephen Goldsmith
BI Practice Director
(610)592-0600
SGoldsmith@Biztech.com
Timothy Simkiss, CPA, MBA
Hyperion Project Manager Practice
Director
(610)592-0600
TimSimkiss@Biztech.com