Hyperion Planning: Cloud or On Premise

1. Oracle Confidential – Internal/Restricted/Highly Restricted 1

2. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Enterprise Performance Management Planning – Cloud or On Premise Russell Lavan Solutions Consulting - EPM Oracle Confidential – Internal/Restricted/Highly Restricted 2

3. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement 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.

4. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Modern Finance is evolving from governance to guidance EPM is for the Many Moments That Matter New regulations Disruptive competitors Changing consumer demands New products/markets Black Swan or Geo-Political events

5. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Hyperion EPM Applications • Broadest and Deepest EPM Application Coverage • Most Integrated EPM Suite • Data, Meta Data and Process integration with Oracle, non- Oracle ERPs • Best in Class BI Integration • Centralized Enterprise Dimension Management for EPM, ERP, BI Plan for Growth, Report with Confidence, Accelerate Business Value Enterprise Performance Management Platform Strategy Management Profitability Management Planning and Forecasting Financial Close and Reporting User Workspace, Reporting

6. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle’s Enterprise Planning Solution Workforce Planning Hyperion Strategic Finance Hyperion Profitability and Cost Management Capital Asset Planning Project Financial Planning Financial Services Balance Sheet Planning BI Foundation & Fusion Middleware Common Reporting and User Interaction Public Sector Planning and Budgeting Horizontal Applications Vertical Applications Financial Modeling and Strategic Planning Financial Planning and Budgeting Line Item Planning by Function Variance Analysis and Forecasting Management Reporting and Analysis

7. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle’s EPM Strategy for Digital Finance Transformation Choose the Way You Work Connect the Enterprise Engineer Predictable Performance

8. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Expand Planning Across the Enterprise Sales/Product Managers Cost Center Managers LOB Execs. Finance 8 • Leverage the Wisdom Beyond Finance • Financial Models Driven by Operational Detail 10’s 100’s 1000’s

9. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | The Oracle Advantage: Flexibility & Simplicity Multiple Deployment Options for Adapting to any Environment ManagedBuild Subscribe Private Cloud Customer owns license Provider owns infrastructure Provider manages and owns infrastructure Customer manages Customer owns infrastructure

10. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Planning and Budgeting Cloud Service (PBCS) Best in Class Functionality • Optimized for the Cloud, but based on a proven Hyperion Planning platform • Access from anywhere with new tablet-enabled interface • Ease of Use through application wizards, diagnostics & system governors • Leverage existing investments through On-premise-to-cloud integrations

12. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | of companies currently use or will consider deploying EPM in the cloud over the next year Finance Sees Value of Cloud Computing > 75% Source: Oracle 2014 Top Trends Research

13. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Planning & Budgeting Cloud Service As of Feb 2015 Built on over 15 years of Product Innovation Launched: February 14, 2014 Clients across industry Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech 325+ Customers to date 22,000+ End Users and growing! Available and Supported Globally 24 X 7 X 365

14. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 14 Oracle Cloud Operations Organization • 600+ Dedicated IT Staff supporting Oracle Cloud – 7x24 Operations “Nerve Center” staff in a follow the sun configuration – Dedicated Security & Compliance management staff – Functional experts and architects in all key support roles • Application support • Platform technologies (Middleware & DB) • Infrastructure support and system administration – Network administration: switches, firewalls, load balancers – Facilities & project management • 100% of activities performed by Oracle employees

15. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 15 Single Vendor Top to Bottom Solution Oracle SaaS Planning Vendors Authentication Oracle Identity Management Microsoft Active Directory / LDAP Web Server Oracle HTTP Server Tomcat / IIS / Apache Application Oracle Hyperion Planning Proprietary Application Server Oracle WebLogic and Java WebSphere / Jboss Virtualization Oracle Virtual Machine VMWare or Hyper-V Database Oracle Database Microsoft SQL Server Hardware Oracle Engineered Systems and Sun HP / Cisco / Dell Storage Oracle ZFS EMC/NetApp Data Centers Oracle Owned or Oracle only Cages Outsourced Staff Oracle Employees Hybrid Monitoring Oracle Enterprise Manager HP Open View / Computer Associates

16. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 16 When Oracle PBCS is “Not the Right Fit” When might my customer want to consider on-premises or hosting services, such as Oracle Managed Cloud Services (aka On Demand), instead? • Want multiple EPM and or OBI products hosted (HFM, Essbase, etc.) and integrations managed together. • Requires that the customer have administrative control over the Planning server • Would like to choose their own upgrade and patch timeline (though service providers may charge a fee for major upgrades) • Need production guaranteed Disaster Recovery options (Maximum availability, 1-day, and 5-day services are options).

17. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Hyperion Planning Deployment Options On Premise Managed Cloud Services Planning & Budgeting Cloud Service Overview Customer manages Customer owns infrastructure Customer owns license – Oracle MCS OR Partner owns licenses on behalf of end user – Partner MCS, Provider owns infrastructure. Subscription-based, Provider manages, Provider owns infrastructure Software Included Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning. RDBMS licensed separately. Hyperion Planning, Smart View, Financial Reports, Web Analysis, Predictive Planning. Hyperion Planning, Smart View, Financial Reports, Predictive Planning, Financial Data Management, Essbase ASO Reporting Cubes. RDBMS License included. Hardware Environments Customer Owned and Maintained. Typically Test/Prod or Dev/Test/Prod. Customer Determined. Oracle Owned and Operated. Typically Test/Prod or Dev/Test/Prod. Charged per environment Oracle Owned and Operated. Test & Production. Two environments included in Subscription Price Maintenance and Upgrades and backups Install, Upgrade & Patching done by Customer/Consultants Install, Upgrade & Patching done by Customer/Partner/Oracle. Included In Managed Cloud Service pricing. Included in monthly subscription fee per user. Customer can back up on-premise also. Emergency fixes every day, patches every month, enhancements every few months. No Installs. Software owned and operated by Oracle Data Center N/A – on customer site Customer Choice (Oracle hosted or on partner site) Oracle owned or operated. Worldwide Data Centers Support Part of maintenance contract – extra charge Part of maintenance contract – extra charge Included in Subscription

18. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Hyperion Planning Functionality Comparison On Premise/Managed Cloud PBCS General Support for multiple applications/multiple databases One Application per subscription (Test and Production environments) - Up to 7 Plan types (3 BSO, 4 ASO) for Advanced Application Modules Hyperion Capital Asset Planning, Hyperion Workforce Expense Planning, Hyperion Project Financial Planning modules are available for On Premise/Managed Cloud. Modules scheduled to be available Q3 2105 Data Integration – Metadata Hyperion Financial Data Quality Management (Direct Integration offered for EBS, PSOFT, Fusion Financials) Outline Load Utility Planning Import and Export Oracle Data Integrator Adapter for Planning Data Integration Management Adapter for Planning Performance Management Architect Flat Files Performance Management Architect Interface Tables Smart View Client Planning Import and Export Smart View Client Data/Metadata loads can be automated using Job Scheduler, File Transfer Utility or EPM Automate Utility Data Integration – Data Hyperion Financial Data Quality Management (Direct Integration offered for EBS, PSOFT, Fusion Financials, JDE, SAP) Outline Load Utility Planning Import and Export Performance Management Architect Data Synchronization Essbase Flat File Load Hyperion Financial Data Quality Management Planning Import and Export Data/Metadata loads can be automated using Job Scheduler, File Transfer Utility or EPM Automate Utility

19. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | WHO WHAT WHY Customer2Cloud Program - Who, What, Why • Legacy Planning or Hyperion Planning customers paying on- premise support* • Want to migrate on-premise licenses to the cloud • Interested in utilizing value of support costs • Incent cloud adoption using current support spend • Flexible options • Quickly adopt latest EPM Cloud innovations: Planning, Financial Performance Reporting, etc. • Lower Cost • Op Ex vs. Cap Ex • Speed • Minimal IT help • Convert unused support into business value 19 *Certain restrictions apply

20. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Customer2Cloud Program for EPM Customers TWO CHOICES • Migration and Support Policy for Customers Shelving Licenses in favor of EPM Cloud – Licenses of Hyperion Planning products can be shelved for EPM Cloud, these products are typically licensed in a Planning deployment. – Customer is provided support for up to six months on the on-premise license at no charge – Shelving program allows licenses to be “unshelved” at end of Cloud Services agreement • Migration and Support Policy for Customers Terminating Licenses in favor of EPM Cloud – Termination program “terminates” on-premise licenses, no going back! – Can migrate from “related pillar” of functionality to EPM Cloud – Support for on-premise licenses are terminated immediately Oracle Confidential – Internal/Restricted/Highly Restricted 20 * For full terms and conditions, go to Into The Cloud

Hyperion Planning: Cloud or On Premise

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Hyperion Planning: Cloud or On Premise