Hyperion Planning 2.0

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Hyperion Planning 2.0
Product Overview
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What is Hyperion Planning?

• Hyperion Planning is a Web-based, multi-tiered
  budget and planning solution built on Hyperion
  Essbase OLAP Server.
• Hyperion Planning is a comprehensive approach for
  the complete and closed-loop planning process
  that drives continuous business improvement.
• Hyperion Planning offers an efficient and
  optimized budget planning process to all levels
  within an organization. All decision makers and
  line-level managers can communicate together
  giving them the ability to make budget plans
  relevant and useful.

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Features Benefits of Hyperion Planning

• Facilitates collaboration, communication, and
  control across multi-divisional global
  enterprises.
• Maximizes employee involvement in the business
  planning process.
• Provides a framework for perpetual planning, with
  attention to managing volatility and frequent
  planning cycles.
• Lowers the total cost of ownership through a
  shorter roll out and implementation phase.
• Promotes modeling by including complex business
  rules and allocations.

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Hyperion Planning and Corporate Objectives
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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.

FirstPass
(Not) Signed Off
Under Review
Approved
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Planning Process Options

• With the Hyperions Planning Process users can
• Approve a planning unit from any process state
• Track the approval path independently
• Add annotations and comments at each pass through
  the review process
• Identify accountability through ownership
• Audit information through annotations and process
  status

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

• A Planning Unit is the combination of scenarios,
  versions, and entities.Planning Unit diagram

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Hyperion Planning Unit Features

• Create Planning Units -- The Planning Desktop
  tool can create Dimensions, Entities, Currencies,
  Scenarios, and Time.
• View the status of Planning Units The web
  client interface can check the status of Planning
  Units
• Start the reviewing process The reviewing
  process is started and Planning Unit states
  begin.

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Hyperion Planning Multi-tier Architecture
Data Tier
Middle Tier
Client Tier
Relational
Web ClientExcel Add-In
Application Link
Business Rules Desktop Admin Hyperion Reports
Essbase
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Hyperion Planning Web Client Features

• Web based Client-Tier
• Enter data and manage processes.
• Create and manage forms.
• Assign security.
• Set business rules.
• Check and manage planning status.
• Manage all aspects of the planning cycle.
• Copy scenarios between versions types.
• View history and annotations.
• Setup email notifications.

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Hyperion Planning Web Client
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Hyperion Planning Excel Add-in Features

• Excel Add-in Client-Tier
• Enter, analyze and report planning data through
  Excel.
• Create budget templates using Excel worksheets.
• Assign business rules to planning types.

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Hyperion Planning Excel Add-in
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Hyperion Planning Desktop Features

• Client\Server Middle-Tier
• Application wizard.
• Application design tools.
• Assign security.
• Set Business Rules.
• Performance tuning
• Custom dimension management.
• Easy time dimension setup. (5-4-4, 12 Month
  calendar)
• Easy Currency conversions. (over 30 types)
• Uses metadata for all changes to Essbase.

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Hyperion Planning Desktop
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Hyperion Business Rules Features

• HBR Middle-Tier
• Create standard business logic for Hyperion
  Planning
• Items like Clear data, Perform aggregations, Copy
  Data are all stored in one logical rule file.
• Command scripting for automation of business
  rules.
• Integrated throughout Hyperion Plannings client
  applications.

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Hyperion Business Rules
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Hyperion Application Link Features
Hyperion Planning

• ETL tools Data-Tier
• Building Blocks are used to organize
  connections.
• Offers formulas for data transformation.
• Hyperion Planning comes with AL building block.
• Script language for automating data loads.
• ODBC, Text Files, ERP (SAP/JDE) connectors
  supported.

ExtractTransfer Load
Source data
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Hyperion Application Link
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Hyperion Essbase Server Features

• Essbase Data-Tier
• Industry market leader in OLAP databases (based
  on revenue)
• Strong analytic calculation engine.
• Security filters.
• Script language for automating processes like
  data calculations, and command executions.
• Multi-dimensional data storage (MOLAP).

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Hyperion Essbase Server
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Conclusion

• Hyperion Planning is a powerful budgeting tool
  designed to save operating cost during the
  budgeting and planning process.
• Hyperion Planning is an enterprise budgeting
  solution which satisfies many budgetary
  requirements within an organization.
• Hyperion Planning is easy to use and offers a
  powerful web client interface with many features.
  (Data Entry and Process Management)
• Hyperion Planning allows companies to leverage
  existing technologies while saving implementation
  and operation costs.
• Hyperion Planning can give a standard process to
  the daunting task of enterprise planning and
  budgeting.(Hyperion Planning Process)

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Question and Answer Session
To discuss how Hyperion Planning fits within
your organization please contact
Dimensional Technologies at contact_at_dimensionaltec
h.com Or go to our web site for more information
about the services we provide. www.dimensionaltec
hnologies.com