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Oracle Confidential – Internal/Restricted/Highly Restricted 1

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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

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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.

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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

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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

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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

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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

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

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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

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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

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• Mobile Access Anywhere
• Cloud, On-Premises, Hybrid
• Built-in Social Collaboration
How You Can
Work

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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

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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

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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

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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

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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).

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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

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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

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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
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*Certain restrictions apply

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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

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |