RealSource Wealth Management

1
(No Transcript)
2
Hyperion Product Update for Michigan HUG

• John ORourke Sr. Director, Product Marketing
• September 2003

Confidential Customer Briefing
3
Agenda
Agenda
Agenda
Hyperion Company Update
Solutions Overview
Product Updates
Summary and Questions
4
Hyperion Helps the Global Enterprise
We create business performance management
solutions that enable our global customers to

• Translate Strategies into Plans
• Monitor Execution
• Gain Insights to Manage and Improve Performance

Management
Business
Business Performance Management
Performance
5
Hyperions Market Leadership
1 in Financial and Business Performance
Management Applications 1 in Budgeting
Planning 1 in OLAP

• Domain experts with a record of innovation with
  20 years of experience
• 50th largest software company (Software Magazine
  Software 500)
• 8 out of the 9 CFO Excellence Award winners are
  Hyperion customers (CFO Magazine, 10/01)
• Over 6000 customers with 86 of the Fortune 100
• 510 Million USD revenues in FY03 (30.06.03)
• Profitable with a very strong balance sheet
• gt 2.200 employees in over 20 countries
• gt330 partners and distributors world wide

Visionary in Corporate Performance Management
(10/2002)
6
Hyperion Business Performance Management
Creating a Management Environment Translating
Strategy Plans into Execution
Business Performance Management software enables
organizations to translate strategies into plans,
monitor execution and provide insight to manage
and improve financial and operational
performance.
7
Recent News Summary
8
Why Brio?

• Shared vision for Business Performance Management
• Complementary award-winning products fill gaps
• Adds ad hoc QR, enterprise reporting, KPI
  management and dashboarding capabilities to our
  platform
• Leadership in Ease of Use
• Easily used by Data administrator, financial
  business analysts, and operational business users
• Rapid deployment Low TCO
• Easily deployed to tens and thousands of users
• Extends our reach beyond Finance
• Improved corporate viability our distribution
  channel will increase consideration and adoption
  of Brio products

9
Complementary BPM Capabilities
Business Performance Management
Analytical Applications
Business Intelligence
Planning Modeling
Consolidation Reporting
Query Reporting
Enterprise Reporting
Scorecard
OLAP
KPIs
Hyperion
Hyperion
Brio
Brio
End-to-end, fully-integrated BPM provider
10
Agenda
Agenda
Agenda
Hyperion Company Update
Solutions Overview
Product Updates
Summary and Questions
11
You aint seen nothing yet!
12
New Rules Have Wide Impact
13
Quote CPM
The Industry Analyst Viewpoint
Corporate performance management (CPM) is an
umbrella term that describes the methodologies,
metrics, processes and systems used to monitor
and manage an enterprises business performance.
During the past year, CPM has emerged from the
anticipated fallout of, as well as the actual
reactions to, such corporate events as the
Securities and Exchange Commissions (SECs)
recent reporting and disclosure policy changes.
Managing Corporate Performance to Outperform
Competitors L. Geishecker, F. Buytendijk COM-18-37
97, October 2002
14
The Industry Analyst Viewpoint
"We believe that to effectively cope with
Sarbanes-Oxley, firms should enable the
following Business Performance Management (BPM)
metrics, reporting, and planning These provide
visibility into key strategic metrics and align
organizational performance management. This
includes operational statements linked to dynamic
business plans that can highlight anomalies and
provide workflow to ensure awareness and action.
Financial reporting and consolidation from BPM
solutions These are tools to consolidate
multiple ERP solutions and provide capability for
eliminating entries for inter-unit activity as
well as provide capability for booking minority
interests (e.g. joint ventures). Continuous
exploratory reporting on accounting details with
BI tools These are tools that extend beyond BPM
to report from ERP and data warehouses/data marts
for transaction-level accounting details."
John Van DeckerMeta GroupSarbanes-Oxley The
Impact on Financial ReportingMarch 2003
15
Hyperions Solution to Business Performance
Management
Organization
Products
Customers
Finances
Hyperion Platform
16
Hyperions Business Performance Management
Offerings
17
Update - Hyperion Enterprise and Pillar
Continued Commitment

• Ongoing product development focus is on
  customer-driven enhancements
• Committed to maintenance/support for years to
  come
• Continued demand in world markets and selected
  new market segments
• Working with existing customers for upgrades
• Upgrade and conversion strategies in place
• Working with customers that need the new
  capabilities

18
Agenda
Agenda
Agenda
Hyperion Company Update
Solutions Overview
Product Updates/Directions
Summary and Questions
19
Product Vision Driving Performance
Accountability Everywhere

• Extend BPM leadership with solutions for
  financialand operational decision makers
• Most comprehensive suite of integrated BPM
  applications that share a single common platform
• Integrated reporting and analysis
  capabilitiesacross packaged and tailored BPM
  applications
• Non-disruptive solution which leverages existing
  transaction systems and delivers a consolidated
  view of organizational performance and one
  version of the truth

20
Financial Consolidations and Reporting
Hyperion Financial Management

• Capabilities
• Scalable Web architecture
• Sarbanes-Oxley Support
• Statutory consolidation
• Smart dimensionality
• Extended analytics

• Benefits
• Shortens reporting cycle time to internal and
  external stakeholders
• One version of the truth
• Global compliance
• Self-service access to corporate financials
• Link financial with operational data

21
Hyperion Financial Management Product Strategy

• Focus on integration with Hyperion platform and
  other apps.
• Focus innovation on improving application
  navigation to improve ease of use and competitive
  position
• Expand Sarbanes-Oxley differentiation
• Use APIs to integrate reporting process into a
  publishing workflow with 3rd party content
  management product
• Partner with leading content management vendor to
  integrate qualitative documents with structured
  financial metrics
• Demonstrate scalability by publishing performance
  benchmarks with Intel and minimize UNIX objection
• Deliver XBRL support via Hyperion Reports as key
  technology for accelerating external reporting
  and providing increased transparency

22
Hyperion Financial Management Roadmap
Q2 2004
Q1 2004
Q3 2004
Q4 2003

• Version 3.4
• Streamlined User Experience
• Journal Enhancements
• ICP Matching Report Enhancements
• Dynamic View Accounts
• User Compliance
• Users on System Report
• Data Audit
• Task Audit
• Web Data Entry Forms
• Graphical Creation
• Formatting
• HFM Workspace
• Tabbing of documents
• Personalization of system

• Version 4.0
• Streamlined Admin Experience
• Task Automation
• Consolidation
• Data Load
• Administration
• Database Mgmt on Web
• Metadata Validations via Hub
• De-centralized Administration
• Enhanced User Mgmt
• Inter-Company Module
• Transaction level detail
• Sarbanes-Oxley Support
• Doc links
• Process Mgmt Enhancements

• Version 3.5
• Interoperability
• Hyperion Hub
• Versioning and Application Lifecycle Mgmt
• Metadata and Data Sharing with Hyperion Planning
• XBRL Support
• HSF Integration
• Common Installer
• CSS Phase III (Siteminder)
• Retrieve/Pivot Enhancements
• Access multiple apps in one worksheet
• Localized release English, French, German,
  Japanese

23
Addressing Today and Tomorrows Compliance Needs
?
?
?
?
?
?
?
?
24
Planning, Budgeting and Forecasting

• Capabilities
• Scalable Web architecture
• Centralized repository
• Powerful workflow
• Flexible modeling and business rules
• Powerful reporting and analysis

• Benefits
• Shortens planning cycles
• Dynamic, event-based planning process
• Increased user participation
• Improved visibility on profitability drivers
• Top-down and bottoms-up

25
Hyperion Planning Product Strategy

• Focus on integration with Hyperion platform and
  other applications
• Continue to improve usability for end-users and
  administrators
• Enhance performance for large-scale deployments
• Introduce new adjunct planning modules to provide
  additional functionality and support enterprise
  planning needs beyond Finance
• Enhance collaboration capabilities and address
  offline processing requirements

26
Hyperion Planning Roadmap
Q4 2003
Q1 2004
Q3 2004
Q2 2004

• Version 3.3.1
• Enhanced Reporting
• Reporting for supporting detail annotations
• Reporting on Security Form Definition
• User Interface Enhancements
• Extend Web Form Size
• Web form column width sizing
• gt15 Years Support
• Leverage additional Essbase features
• Time Balance/Skip
• Audit tracking of metadata changes

• Version 4.0
• Competitive Leapfrog
• User Interface
• Dynamic Intelligent Forms
• Form Based Planning (Wizards)
• Form Redesign Look Feel, Colors, etc
• Intelligent Form Alerting
• Special Purpose Modules
• Salary Compensation
• Capital Planning
• Offline Processing Option
• Process Mgmt Redesign (Workflow)
• Tie data entry with process mgt.
• Audit Trail
• Fixed format workflow

• Version 3.5
• Interoperability
• Hyperion Hub
• Versioning and Application Lifecycle Mgmt
• Metadata and Data Sharing with HFM
• Metadata and Data Sharing with HBM
• UI Enhancements
• Leverage additional Essbase features
• Member formulas
• UDAs
• Common Installer
• CSS Phase III (Siteminder)
• Analyzer/Planning ADM

27
Scorecarding Dashboards Align Strategy With
Execution

• Capabilities
• Multiple performance frameworks
• Balanced Scorecard Collaborative certified
• Web-based scorecards
• Integration with dashboards

• Benefits
• Unifies performance measurement
• Cascades strategy enterprise-wide
• Communicates targets and objectives
• Improves corporate accountability

28
Hyperion Offers A Continuum of Scorecarding
Solutions
KPI Dashboards Reporting
SimpleScorecards
Strategy Management
Hyperion Analysis/DashboardStudio
Hyperion PerformanceScorecard
Hyperion PerformanceScorecard
Solution
Link to Strategy Execution align organization
Accountability Link measures to people
Fundamentals
Measure and Monitor Results
Dashboards Hierarchical measures Drill-down
Measures actions organized by team
Strategy deployment Cause Effect model
Concepts
Day-to-Day Performance Monitoring
Ensure balanced view of business
Strategy validation, enhanced communication
Objectives
29
Whats New in

• 100 web to lower enterprise-wide deployment
  costs
• Measure dimensionality to simplify measurement
  process
• Initiative tracking for greater organizational
  buy-in
• Single sign-on support leverages existing
  infrastructure
• Common user interface provides continuity across
  solutions

30
Greater Financial Visibility Through Modeling

• Operational
• Constraint-based
• EVA
• Activity management
• Financial
• MA, Divestiture
• Debt restructuring
• Sensitivity

• Benefits
• Optimizes resource allocation
• Lowers operational risk
• Manage enterprise cost structure
• Measure profitability
• Analyze financial impact

31
Whats New in

• Triggers Alerts warn users of potential
  capacity, process or profitability risks
• Enterprise Model Linking increases cross
  functional collaboration to create one
  enterprise-wide model
• Single sign-on support leverages existing
  infrastructure
• Common user interface provides continuity across
  solutions
• Extended Analytics with Hyperion Essbase

32
Hyperion Strategic Finance is Key to Modeling
Future Outcomes and Improving Predictability
33
Introducing the Hyperion Platform
Application Framework
Developer Studio
Reporting AnalysisStudio
Dashboard Studio
Platform Services
Open Application Foundation
EssbaseAnalytic Services
SQR ReportingServices
IntelligenceQuery Services
PerformanceMetricsServices
Core Services
Integration Services
UnstructuredData
MDB
ERPs
DW
SCM
Legacy
CRM
34
A Strategic Platform Lowers Costs

• A Single Platform for Performance Management
• Provides the analytic power, and proven
  scalability to drive business performance
  management through every facet of your
  organization
• That Integrates into your IT Infrastructure
• Leverages industry standards for integration,
  security, deployment, and development -seamlessly
  integrating with your enterprise
• And Empowers End User Self Service
• Provides the broad, easily personalized analysis,
  query and reporting that drives user driven
  solutions

35
Key Requirements of an Enterprise Wide Platform
IT
End User

• Ease of Use
• Depth and Breadth of Access
• Analytic Functionality

• Scalability
• Manageability
• Extensibility

36
The Application Framework Delivers
Spreadsheet Modeling Planning
Web Based Query Analysis
Enterprise Reporting
Information viewing, understanding decision
making
Information Consumers
Executives
Line of Business Managers
Financial Analysts
Personalized Information for Every End User
Community
37
Tailored Desktops

• Provides integrated, personalized content
• Supports personal and community pages
• Integrated analysis, reporting, dashboarding and
  applications
• Easily group and organize content
• Seamless user experience
• Provides single, synchronized, consistent view

38
Products Inside the Studios
Reporting Analysis Studio

• Dashboard
• Studio

• Developer
• Studio

• Hyperion Metrics Builder

• Hyperion Intelligence
• Hyperion Analyzer
• Hyperion Reports
• Spreadsheet Services

• Hyperion Application Builder
• Hyperion Objects
• Analyzer Toolkit

39
Hyperion Essbase Product Strategy

• Platform of choice for BPM
• All users user scalability, power user, to view
  user
• All departments supports diverse range of apps
• All ISVs rich, cross platform developer kits
• Compelling value proposition for CFO and CIO
• Single platform, does it all
• Provide customers opportunity for BI
  standardization
• Focus on extending usage across the enterprise
• Provide high scalability and performance

Enterprises will be looking to reduce BI tool
proliferation and get more out of the products
they have or those they are thinking of buying.
Convergence often will be an enabler to
standardize on a single tool. F. Buytendijk,
Gartner
40
Hyperion Essbase in Any Industry
41
Hyperion Essbase Version 7 - Platform
Services Scales to Support Enterprise BPM

• Predictive Analytics MDX
• Opens up applications beyond finance e.g. fraud
  detection (compliance), customer churn, marketing
• Full Linux Support
• Aligned with high growth in Linux - I.e.
  Financial Services
• Global deployment and scalability
• Single application, multiple countries (Unicode)
  drives enterprise wide deployment
• Web Service Enabled
• Integrates into corporate portals, processes,
  development environments, leverage standards
• Alerting
• Broadcast functionality drives Essbase content to
  the widest of users

42
Hyperion Essbase Platform RoadmapEssbase, EIS,
EAS, ESS, EDS
Q2 2004
Q1 2004
Q3 2004
Q4 2003

• Version 7.0
• Intelligence
• Triggers
• Data Mining
• MDX
• Ease-of-Use
• Lower TCO
• Deployment flexibility
• Hyperion Hub
• Versioning and Application Lifecycle Mgmt
• Enhanced relational integration

Version 7.y Time varying dimensions ROLAP 64-Bi
t Clustering, cluster writeback Graphical prod.
job creation

• Version 7.x
• Ukraine
• Calc time
• Cube size
• SAP/BW support
• Tuning/Monitoring wizards
• Optimization utilities

43
Proposed Product Roadmap through Q3/2004
Q4 2003
Q1 2004
Q2 2004
Q3 2004
Version 7.0Essbase Platform
Version 3.5Applications Version 7.0Tools
Version 7.xEssbase Platform
Version 4.0Applications
ScalabilityIntelligenceWeb services
Functional InteropEase of UsePerformance
Sparse ModelOptimization64-bit support
New modules (HFM, HP)ComplianceInterop
Enhancements
44
Hyperion Enterprise Roadmap
Q1 2004
Q3 2004
Q2 2004
Q4 2003

• Version 6.3
• Interoperability Initiatives
• Common Security Services Phase I and II
• Customer enhancements
• Ability to vary Dynamic Entity list by period
  in AutoPilot
• Ability to view both entity label and
  description in Entities
• Windows 2003 Support
• Improved Enterprise Web
• Data Entry Schedules
• Account descriptions
• Enterprise Web enhanced data load options
  (Entity/Account conversion tables)
• Localized release (8 languages)
• NOTE Drop Support for Windows 98/NT workstation

Version 6.3.1 Maintenance release

• Version 6.4
• Interoperability initiatives
• Hyperion Hub
• Metadata and Data sharing with Hyperion Essbase,
  Hyperion Financial Management and Hyperion
  Planning
• Common Installation Services
• Customer enhancements
• Localized release (8 languages)

45
Hyperion Enterprise Reporting Roadmap
Q2 2004
Q1 2004
Q3 2004
Q4 2003

• Version 3.9
• Interoperability Initiatives
• Common Security Services
• Customer enhancements
• Ability to set no data to zero in Analyst,
  Windows 2003 Support
• Localized release (8 languages)
• NOTE Drop Support for Windows 98/NT workstation

Version 3.9.1 Maintenance release

• Version 4.0
• Interoperability Initiatives
• Hyperion Hub
• Report sharing with other Hyperion Enterprise
  sites
• Common Installation Services
• Customer enhancements
• Localized release (8 languages)

46
Summary

• Hyperions Focus is on Business Performance
  Management Market Leadership
• Our Approach Comprehensive, BI-Supported, Data
  Agnostic, Start Anywhere, Fast Time to Benefit
• Product Strategies Balance Product Functionality
  and Ease of Use with Interoperability - Key to
  Achieving BPM
• Customer and Partner Input is Essential Any and
  All Feedback is Welcome

47
Questions?
Dont forget Solutions 2004 April - Chicago

• john_orourke_at_hyperion.com

48
(No Transcript)