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Improve Agency Financial Compliance and Deliver Actionable, Accurate Financial Reporting
Oracle Public Sector EPM Team5.9.2013
Enterprise Performance Management
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The preceding 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.
Safe Harbor Statement
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Today’s Agenda
• Introductions
• Oracle EPM Overview
• Performance Management CapabilitiesScorecard and Strategy ManagementPlanning & BudgetingCost & Profitability ModelingFinancial Close & Consolidated Reporting
• Application Demonstration
• Question & Answer
•Wrap Up
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Infrastructure
Transactional Systems
Enterprise PerformanceManagement
Systems that service the transactions of the enterprise. These transactions drive the enterprise’s operations.Transactional systems fall into the following categories: Finance Organization Products Customer
Methodologies, metrics, processes, and systems used to monitor and manage the business performance of an enterprise.
Three Primary Software Categories
ORACLE - HYPERION
Basic hardware/software that enables computing and communications within the enterprise. Categories are: Computers, operating systems & storage Networks (WAN, LAN and telecom) Application and Web servers Databases
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ERP and EPM: Complementary Perspectives
• General Ledger• Accounts Receivable• Accounts Payable•Human Resources• Inventory• Fixed Assets• CRM• Supply Chain Management
• Financial Data Quality• Performance Based Budgeting/Planning• Predictive Analysis / Advanced Analytics • Scorecarding / Dashboarding • Financial Consolidation & Compliance • Financial & Operational Modeling• Hierarchy Management • Production-quality Reporting
ERP (Transaction) Systems
Oracle EBS
EPM (Perf. Mgmt) SystemOracle Hyperion
Transaction Systems: Help drive Agency efficiencies (automation of processes)
Performance Management Systems: Help drive Agency effectiveness &
accountability
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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What The Agencies Say: Why Hyperion?
• Better Decisions and Allocation of Scarce Resources– Capability to easily model multiple financial and budget scenarios to
evaluate alternatives and forecast results– Ability to model program costs and ability to absorb cuts
• Increased Productivity– Purpose built for budget/finance users; simple analysis and reporting– Streamlined Budget Book and other production and publishing – Centrally managed to ensure standards and timeliness
• Improved Accuracy and Confidence in the Numbers– “Single version of the financial truth” directly from source systems– Integration with the existing ERP, legacy and Oracle applications– Data validation and audit trails providing transparency and visibility
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Hyperion’s Rating in the Industry
Source: Gartner (March 2012)
Gartner Critical Capabilities for Public Sector EPM Products
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Financial Consolidation & Reporting Performance Based Budgeting & Planning
Oracle EPM Government CustomersPerformance and Cost Management
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Selected Provincial, State & Local Customers
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Worldwide Customer BaseCommunications Media Financial Services Consumer Technology
Energy Industrial Retail Life Sciences Services/Other
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Enterprise Performance Management Overview
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Reports and/orBooks
Production Quality Print
Web Distribution
Reporting Tools: Financial ReportingEnterprise Reporting Available Immediately
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Consolidated Financials, Budget Book & PAR
• Define a Publication with sections and subsections
• Automatic Table of Contents
• PDF output or a static HTML web site
• Book scheduling options
• Multiple source document input
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Integration with Microsoft Office
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Turn-key Integration with Source Systems
– Pre-configured Adapters
– Support for meta data and data
– Drill-through to source detail• Web Forms• Financial Reports• MS-Office
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Audit Trails Integrate Controls questions Store current and historical
mapping definitions Store supporting documents
Data Collectionand Transformation Read and interpret any
G/L trial balance file Mapping validation against
target system dimensions Data integrity checking
against data validation rules
Internal Controls Source financial document
archival Prepackaged audit and
internal control reports Comprehensive role based
security
RepeatableProcesses
Single standard and defined solution for any target application
Standardized database schema Standard upward data certification process
Data Quality and Transformation
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EPM Applications
Drill-Down for both Actuals and Budgets
Data Quality
Drill-through to Source DetailsInsight into Action in a Single System
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Enterprise Hierarchy Management‐Maintain comparability year over year
• Hierarchy and dimension management for EPM applications
• Collapse separate structures into a single maintenance structure
• Enforce system constraints and business rules
• Publish changes for each specific systems as needed
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Questions?
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Communicate Strategy, Performance and Results
• Measure outcomes and monitor progress at regular intervals
• Understand results and align actions to achieve maximum benefit
• Quickly make adjustments as needed to successfully achieve the agency mission and goals
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Oracle Scorecard & Strategy Management
• Graphic Visualization of Strategy:
– Strategy Maps / Trees– Cause and Effect Maps– Custom Visualizations
• Scorecards
• Collaboration– Initiatives– Threaded Discussions– Related Documents– Action Links– Agents
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Key Performance Measures
• Performance Tracking– Against Target / Trending– Threshold Assessment
• Ownership Definition
• Collaboration• Watch Lists• Drill to Analysis• Action Links• Agents
• Threaded Discussions
• Related Documents
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A Collaborative Environment for Performance
• Dashboard integration– Embed scorecard visualizations
into dashboards to foster broadinteractive analyses
• KPI Agents – To monitor performance
even when you can’t
• Mobile Alerts and Dashboards
• Collaboration and Document Links
• Drag & Drop Configuration
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Public Sector Planning Challenges
• Approvals – many levels of review and negotiation
• Disconnected – sometimes not reflecting mission realities
• Cost – consumes too many resources and time
• Inflexible – cumbersome to change as priorities change
• Iteration – submission, revision, pass-back, adjustments
• Complexity – across programs, across authorization committees, across departments
Agency Office of Budget
Program B Program C
OMB
Program A
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• Complete Formulation and Execution• Salaries, Expenses and FTE Planning• Working Capital Funds, Revolving Funds
• Formatted Data Forms, Reports, & Dashboards
• Flexible workflow and other process control
• Unlimited Scenarios and Versions
• Driver-based planning
• Microsoft Office Integration
• Integration to multiple source systems
Hyperion Public Sector Planning & BudgetingSupporting the Complete Budgeting Process
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Public Sector Planning and BudgetingAccelerate Workforce Planning
• Position and/or Employee expense budgeting
• Project and evaluate the impact of employee compensation and benefits
• Forecast the impact of new positions, workforce reductions, contract proposals
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• Summary view of requests for funding
• Text editor and formatting of narratives
• Add multiple public and/or private notes
• Add multiple public and/or private attachments that are either documents or URLs
Decision Packages: Flexible Budget Requests
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Budget Book Publication
• Define a Publication with sections and subsections
• Automatic Table of Contents
• PDF output or a static HTML web site
• Book scheduling options
• Multiple source document input
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The Market Leading Budgeting and Planning Solution
#1Planning and
Budgeting
•Integrated and robust•Build on Essbase•Budget in Excel or Web•Used by thousands of organizations globally
Public Sector Planning and Budgeting• Complete budgeting system with workforce planning module• Integration with Agency data source(s)• Support for management of budgetary processes• Budget book preparation• Cost analysis• “What if” and scenario planning
Commercial off the Shelf (COTS) Software• Maintained and enhanced by Oracle• Configurable by functional and budget users
Scalable & Adaptable• Supports Department HQ and Bureaus/OpDivs• Multiple planning processes (expense, capital, etc).
Ranked #1: Gartner Evaluation - Critical Capabilities for Public Sector Planning Products
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Oracle Hyperion Performance Management
Demonstration
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Effectively Manage Costs and Allocate Resources
• A user-driven Performance Management application that• Activity Based Costing
• Working Capital Fund Allocations
• Measures, allocates and assigns Cost and Revenues
• Computes Cost for Agencies, Programs and projects
• Provides scenario modeling for decision making
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Oracle Hyperion Cost Management
Users can build, audit and validate their allocation model through a graphical process
Ease of Model Maintenance
Users can define one business rule to do multiple allocations
Formulas are automatically generated
Out-of-the-box traceability map and validation reporting
Out-of-the-box discovery and allocation resolution validations
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Step5: Validate Model
A visual allocation traceability map to show allocation transparency. This map can be generated from any point to any point, and can be navigated forwards-and-backwards.
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Healthcare Comm & Media
Hi-TechMfg &
DistributionRetailGovt / Non Profit Services
Oracle Hyperion Cost Management Customers
Financial
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Streamline the Financial Close Cycle
1. Finance Owned and Operated – Finance owns both: the results and the system.
2. Purpose Built Functionality – Out-of-the-box financial capabilities –Iterative design and construction
3. Open and Agnostic – Bi-directional, data and meta-data connectivity from multiple sources
4. Internal Controls and Compliance – Full audit controls and segmentation of duties
GL’sData Cleansing Consolidation Internal Reporting
& AnalysisExternal Reporting
& Compliance
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Solving Financial Management Challenges
• Account Hierarchies – Point Accounts, Component Units
• Report Reconciliation – Notes, Eliminations, Publishing, etc.
• Account Crosswalks - Additions, Deletes, Changes, Year-end Rollover, etc.
• Auditor Recommendations – Edit checks, account balance checks, etc.
• Regulatory Compliance – GTAS, Other ongoing OMB, GASB, OMB requirements
• General System Issues – Availability, Reconciliations, Security, Rounding, New functional requirements
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• Automate annual roll-over process
• Produce other management reports
• Supports multiple what-if hierarchies and scenarios
• Derives custom financial calculations
• Collects and consolidates data outside GL:– Rolling Forecast– Taxes– Headcount– Leases– Products / Services– Health & Safety Measures– Other agency-specific metrics
HFM Extends the Value of a Single Instance
46Copyright © 2009, Oracle and / or its affiliates. All rights reserved.
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HFM: “Straight Through Processing” Merging Process and Applications into Single, Integrated, Automated and Sustainable Environment
Integration:• Data and metadata integration• Data quality checks• Error reports• Facilitates drill back from Statements to TB
Financial Data QualityManagementGLs
Hyperion Financial Management
Data Manipulation:• Workflow / Validations• Auditable Adjustments• Allocations by Programs/ Goals• Eliminations (inter/intra-agency)• Supporting Documents
Financial Reporting and Ad Hoc Queries• Statements (balance sheet, net cost, budgetary resources, etc• Notes • FACTS• Treasury Closing package• Smart View - MS Office Integration• Multi-dimensional…alternate hierarchies – report today on USSGL report in the future on GTAS, Programs
1
2
3
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Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 48
Validation Reports
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Inter/Intra Agency Reconciliation
• Out of the box functionality• Detail Reporting on out of balances• Email Alerting
Program 1
Bureau2
Agency
Bureau 1
Fund 1 Fund 2 Fund 3 Fund 4
Program 2
Program 3
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Data Forms – Departments input supplemental dataHyperion Financial Management System Capabilities -
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Department of Veterans AffairsConsolidated Federal Financial Statements
“The Department of Veterans Affairs (VA) completed another successful year by receiving an unqualified audit opinion for the 9th consecutive year from our external auditors . . . the Hyperion Financial Management reporting system, was used to produce the quarterly and consolidated financial statements. This system is now completely producing VA’s consolidated financial statements using a standardized and repeatable process.”
Robert J. HenkeChief Financial Officer
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Budgeting & Planning
A PLATFORM FOR BETTER DECISIONS AND IMPROVED PERFORMANCE
Strategy Management
Financial Management Cost Management
ExcelXML
Legacy/OtherFinancials / ERP HR / Payroll
Common Reporting & InteractionFinancial Reports Dashboards Other
Common Integration & AnalysisBi-Directional Drill-through Data Quality
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Planning @Speed of Business
• 7x processing speed
• More users participating in planning process
• More interactive scenarios
• Adoption of rolling forecasts
• Driver based planning
No
of u
sers
Model Complexity
Oracle Exalytics is the industry's first in-memory machine that delivers the fastest performance for business intelligence and planning applications
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Oracle’s Engineered Systems Strategy
Data Warehousing and Database Consolidation
Cloud Computingand ApplicationConsolidation
Business Intelligence
andEPM Applications
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Oracle Federal EPM Solutions Factory
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For More Information . . .
• Andy Powell – Account Manager (EPM)[email protected]
• John Green – EPM Solutions [email protected]
To learn more about Oracle Enterprise Performance Management:http://launch.oracle.com/?SLQ42013
To view online demo of Oracle Hyperion Financial Management: Click Here:
To view online demo of Oracle Hyperion Planning & Budgeting: Click Here:
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Q U E S T I O N S
A N S W E R S
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Thank You!
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