Hyperion Planning Mike Williams Product Summary • A Centralized, Web-based planning tool that will permit remote users to enter plan data through the web. • Process management empowers users to track the progress of their budget. • Data stored and calculated in Essbase • Simplified, powerful reporting Product Overview - Highlights • Target Setting – Top-down, summarized level • Powerful Business Rules – Graphical User Interface – Allocation rules (multi-tiered) • Reporting – High quality production reports – Spreadsheet Add-in Product Overview - Highlights • Process Management (Workflow) – Multiple scenarios & versions – Promote, review, sign-off, approval, reject – Secured approval process – Collaborative review • Annotations – Workflow audit trial (history) Dimensionality & Structure Budgeting App XREF PT 3 PT 2 Plan Type 1 7 Common Dimensions: •Account •Entity •Scenario •Version •Time Period •Year •Currency 13 Additional Dimensions: •Product •Channel •Project •Etc. Hyperion Financial Management Overview Hyperion Consolidation Evolution Financial Management Scalability WEB Hyperion Enterprise WINDOWS Micro Control DOS Global Functionality Hyperion Financial Management World-Class Financial Analytics for Global Organizations • Report timely and accurately to regulatory bodies, financial analysts, stakeholders and business partners • Unify all financial management data for “one version of the truth” • Induces collaborative financial decision-making • Access for 1000’s of users • Complies with IT Standards Prepackaged Financial + • • • • • • • • Financial reporting Currency Translation Intercompany Eliminations Journal Entries Line-item Detail Account Types (Assets, etc.) Time-series Intelligence Textual Annotations Advanced Web Architecture • All end-user tasks can be executed on a central database over Web • Meta-data management executed over the web • Sever based application functionality – true thin client • High Scalability – 1000s of Users • High performance plus RDBMS! Technical Benefits Features • N-Tier Technology for High Scaling • Full operational capability through web • True thin-client - zero footprint • RDBMS storage – 24/7, rollback and recovery • Leverages NT Security (LDAP coming…) • Open Object Model Benefits • Scale to 1000s of Users • Modify Metadata remotely (offline – LIVE) • Nothing to install/maintain on client • Meets IT Standards • Single point of Security maintenance • Build if you desire • No data corruption HFM Overall - #1 Functionality Usability Technology Market Strength Overall HFM 5 5 4 4 4+ Source: META Group, March 2002 POINTS OF INTEREST… • Only vendor to score a ‘5’ in any category • Clear focus and R&D position as a leader • Succeeds Hyperion Enterprise as the leader from the last two years HFM Release 2.2 • • • • Analyzer Support HAB 2.5 Support HAL 3.0 Support Web Data Entry Form Enhancements •Freezing Column / Row Headers •Column / Row Sizing •Linked Forms •Navigation Enhancements • Suppression of Zero / No Data in WDEF • Web Ownership Management Form • Stand Alone Installation Package for Retrieve and Pivot Jul HFM Release 3.0 • Web UI Enhancements • Security on Custom Dimensions • Enhancements: •Line Item Detail • Process Management • Extended Analytics • LDAP Support • End User Load Balancing HFM Release 3.0.X • Localization HFM Release 3.0.1 • Combining Web Data Entry and Sparse Data Entry Forms Oct Hyperion Financial Management Dec Mar 2003