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Planning in the Cloud

Will Kaffenberger
Director, Business Analytics

Shankar Viswanathan
Director, Product Management

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 Topics

 Cloud Computing Primer

 Oracle Cloud Overview
 Planning and Budgeting Cloud Service
 Wrap-up

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 Cloud Primer

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 What is Cloud Computing?

“Buying IT capacity and applications as needed

from a utility service provider”
- Forrester

“A style of computing where massively scalable IT-

Related capabilities are provided as-a-service across
the internet to multiple external customers”
- Gartner

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 Cloud Computing: The Next Paradigm Shift

2010+ CLOUD

2000s SOA

1990s WEB

1980s CLIENT-SERVER

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 Cloud Computing is here to stay….

“By 2015, cloud computing services

increasing at a 27.6% annual compound
rate will grow to

$72.9 B - IDC

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 Customers Have Multiple Options with Cloud

Deployment Model Service Delivered Operating Model

Private Applications Customer Owns

(SaaS) Customer Operates

Customer Owns
Public Platform
(PaaS)
Provider Operates

Infrastructure Provider Owns

Hybrid (IaaS) Provider Operates

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 IaaS, PaaS, SaaS Explained….

Different Users

IT Professional Developer Business End User

Consumer
Customizations Customizations Customizations
Consumer

Application Application

Service Provider
Platform
SaaS Cloud
PaaS Cloud
Provider
Service

IaaS Cloud

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 Many Cloud Use Cases….
Public Cloud Observations

New applications more often

than extensions to existing

Both dev/test and production

Enterprise more often then

departmental

More often used by employees

than external users

Both stable and dynamic

workloads. Cloudbursting rare.

Long-lived apps more often

than temporary

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 Finance Exec View : Cost Savings
CFO Research Survey : The Business Value of Cloud Computing

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 Finance Exec View : Key Benefits
CFO Research Survey : The Business Value of Cloud Computing

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 Finance Exec Concerns
CFO Research Survey : The Business Value of Cloud Computing

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 SaaS Trade-offs
• Operational expense
• Limited infrastructure
overhead
• Lower short term TCO
• Faster implementation
• Potential for increased
innovation
• Frequent Automatic Upgrades

• Security and compliance

concerns
• Longer term TCO uncertain
• Integration with other systems
• Frequent Automatic Upgrades

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 Planning and Budgeting
Cloud Service (PBCS)

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 EPM Adoption is Still Very Low

“35% of large enterprises and as much as 65% of

midsize businesses are using spreadsheets or legacy
applications to meet their core management
processes”
Gartner
Magic Quadrant for Corporate Performance
Management Suites, March 2012

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 Competition
 SAP
– Recent announcement under the EPM OnDemand umbrella
– Expense Insight, Real-time P&L Analysis, Capital Project Planning: These are
adjacent BI solutions, not mainstream EPM applications
 IBM
– Nothing yet
 Pure-play SaaS Vendors: Mainly focused on financial planning and reporting
– Host Analytics: recently hired ex BusinessObjects CMO as their CEO
– Adaptive Planning
– TideMark: ex OutlookSoft folks
– AnaPlan: ex Adaytum folks

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 PBCS Cloud Services: Key Goals
Lower the Adoption Barrier….

 Offer mainstream applications as cloud

services

 Accelerate Planning adoption with SaaS

subscription model and lower IT resource
requirements

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 Application Services
Complete, Best-of-Breed, Enterprise Grade

ERP & EPM HCM & Talent Sales & Marketing Customer Experience
Services Services Services Services

Common Infrastructure Services

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 Oracle Planning and Budgeting Cloud Service

 Core Hyperion Planning, Available as a cloud service

 Subscription pricing based on $$$/user/month model
 Implementation services from Hyperion resources in Oracle
Consulting and partner network.
 Availability
– Preview testing underway now
– Preview testing for Partners and Customers:Mar-May2013
– General availability in 2HCY2013

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 Flexible Deployment Choices
Combine On-premise and Cloud Models

Approach Development Production

System Deployment
Pure On- On-premise On-premise
premise
Pure Cloud Cloud Cloud

Hybrid Cloud On-premise

 Simplify technology and resource needs

 Accelerate time-to-value

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 Oracle Planning and Budgeting Cloud Service
Some Details….

 Scope
– Core Planning initially using R11.1.2.3
– Support for modules for existing customers
– Smart View and FR for reporting and analysis
– Enhancements to application creation wizard, Calc Manager
– Data integration on the cloud and through well-defined file interfaces
 Suggested implementation approach
– Start with a focused scope
– Expand scope incrementally based on user needs

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 Target Customers
The Planning SaaS Opportunity is Broad
 EPM Install Base Customers
– New applications
 Develop and deploy in the cloud
 Develop in the cloud, Deploy on-premise

– Move existing apps to the Cloud

 Net-new Customers
– Currently using Excel for Financial Planning
– Positive SaaS experience in other enterprise areas
– Large as well as mid-size businesses
– Fusion ERP Cloud Service customers

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 Objectives of PBCS Preview Program

 Develop marketing, press, and sales references for GA

 Measure and improve product quality and stability

 Identify any missing use cases that require additional self service UI

 Understand any “Cloud expectations” not met

 Confirm quality of documentation

 Identify FAQs that are valuable for customers and product support

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 Profile of Ideal Customer Candidate
 Interested in cloud deployment
 Must be existing Planning customer experienced in building
applications who is on or willing to upgrade to R11.1.2.3
 Must be willing to perform marketing, press & sales reference
activities for GA
 Not in an active sales cycle
 Oracle-friendly customer that is easy to work with and ideally has
participated in a past beta
 Will provide detailed feedback on product
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 Future Directions

 Broader footprint of EPM cloud services

 Packaged content and built-in best
practices
 Extreme simplicity of configuration

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