Hyperion Planning
Oracle Hyperion Planning is a centralized, Excel and Web-based planning, budgeting and forecasting solution that integrates financial and operational planning processes and improves business predictability. Oracle Hyperion Planning provides an in-depth look at business operations and its related impact on financials, by tightly integrating financial and operational planning models. With Oracle Hyperion Planning you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration. Oracle Hyperion Planning can be deployed on-site or in the Cloud.
We Help Companies Implement Hyperion Planning Solution
Streamline Enterprise-wide Planning and Budgeting Process
- Enterprise alignment is challenging to achieve in financial plans due to disconnect between the office of finance and sales and operational business units. Financial planning and forecasting often ends up being a resource and time consuming process of gathering information spread across a multitude of disconnected spreadsheets or point solutions used by the office of finance and various sales and operational business units.
- Oracle Hyperion Planning provides the required agility to the enterprise planning process by quickly aligning financial plans, models and forecasts across cost centers and lines of business thus enabling decisions to be made at a speed which business demands. The impact of changes to key plan drivers and assumptions can be evaluated instantaneously, and revisions made available immediately to all stakeholders without the reliability risks from manual interventions.
- Oracle Hyperion Planning has built in time intelligence and allocation logic and comes with a powerful calculation engine that can be used to express a range of business requirements, from simple arithmetic formulae to complex allocations. Oracle Hyperion Planning offers guided task flows and supports both bottom-up and top-down agile planning processes. Its robust workflow capabilities support efficient review and approval processes.
Ensure Reliability with Predictive Planning and Rolling Forecasts
- Companies today are faced with a rapidly changing business environment. Constantly changing market dynamics can bring in demand, supply and price fluctuations that require decisions based on alternate out comes. A key need to make informed decisions in such a market is to be able to understand the financial impact of key business drivers and revise forecasts reliably and quickly.
- Oracle Hyperion Planning provides sophisticated predictive planning capabilities that can generate reliable statistical predictions based on time series data over long periods of history while capturing seasonality impacts along the way thus enabling forecasts to be more reliable.
- Oracle Hyperion Planning also provides on the fly what if modeling capabilities for planners to assess the impact of various combinations of business assumptions on key financial outcomes. To facilitate planners’ ability to revise business and market impacts on forecasts quickly, Oracle Hyperion Planning comes out of the box with rolling forecast capabilities that makes the whole planning process even more agile from the get go.
Collaborative Planning within an Intuitive Scalable Web Interface
- Oracle Hyperion Planning enables business users to concurrently collaborate on their plans and report in an easy to use mobile friendly web interface with instant calculation and dynamic fast aggregation for large volumes of data making it perfectly suited for enterprise grade deployments. It is built with device form factor in mind with intuitive navigation enabling users manipulate and adjust plans drivers, or perform allocation and spread actions across multiple data intersections.
- For sophisticated users, Oracle Hyperion Planning supports advanced yet intuitive ad-hoc modeling capabilities to quickly zoom in to relevant data intersections using pivot and drill capabilities. It provides guided task flows for less-frequent users’ intuitive guidance. This ensures that everyone can participate in the planning process.
Enhance Productivity with Full Microsoft Office Suite Integration
- Oracle Hyperion Planning leverages Oracle Hyperion Smart View for Office as the Microsoft Office interface allowing for planning actions within Outlook, Excel, Word and PowerPoint with built in prediction capabilities. Users can take all actions and engage in a collaborative planning process while working within the comfort of Microsoft Excel Modeling in Excel during the planning phase is facilitated with sophisticated ad hoc capabilities where rows, columns and other axis can be pivoted on the fly to view the information from different points of view for quick analysis and forecasting. Common planning actions, such as spreading and allocation, are provided as context sensitive menus within input templates rendered within Microsoft Excel.
- Creating customized input templates in Oracle Hyperion Planning is very simple. Users can create input grids and format them using familiar Excel font and number formats and on the click of a button generate input templates targeted at specific business units. Additionally, users can seamlessly move planning data across Excel, PowerPoint and Microsoft Word. This allows the creation of customized dynamic reports and presentations with accurate information and users can refresh the document to automatically consume the collaborative changes in the underlying database. The end result is intuitive usability, reduced manual intervention, improved reliability, and increased agility.
Integrate Planning and Management Reporting Seamlessly
- Reports and dashboards that display planning information can be created in minutes, and any changes made to the plans in Oracle Hyperion Planning are instantaneously reflected in the content of the reports and dashboards. Using the web interface, users can access user-friendly dashboards, interactive analytics, and richly formatted financial reports while interacting with the planning system. Users can create book reports for management reporting and these can be accessed on demand on a desktop or on mobile.
- Oracle Hyperion Planning’s powerful workflow functionality, including e-mail notifications, alerts, and dashboards, empowers users to track and communicate the progress of plans and budgets. Ownership of plans can be designated based on a specified intersection of key plan dimensions. Approval paths can be altered based on data changes to provide true matrix approval. When a planner “promotes” a plan for approval, the system can automatically identify the next approver. All of the above processes can also be performed in conjunction with what-if analysis and scenario testing that allows users to compare and contrast multiple scenarios prior to promoting the selected scenario for approval up the management chain.