Monday Jul 14, 2014

Managing Hierarchies in Financial Applications with DRM

Hierarchies and related links are fundamental to using financial, and indeed many other applications, for example:

  • When a new Chart of accounts is designed, linking an account to its parent is key for future aggregation of data.
  • When legal entities have to be sorted, hierarchies can be built according to dimensions such as geography or organizations.
  • In a General Ledger, every accounting flexible field is a potential analytical dimension.
  • Respecting relationships is also very important when reorganizing sales territories taking into account geography dimension, human resources, client or product information.

That’s why partners have a great opportunity to help their clients to better manage these hierarchies and relationships which are often used in EPM (Enterprise performance management) and Business intelligence. Financial Applications share entire or partial hierarchies with different levels of detail, different points of view. So, “Financial MDM” helps companies to be more efficient because hierarchies and their relationships are managed in a single place. Every modification impacts all applications at the same time. This increases consistency and data quality among all hierarchies.

Financial MDM has got the same DNA as other MDM domains and is a key tool to help partners implement new systems, upgrades and migrations for their clients because it accelerates deployment based on these coordinated and validated hierarchies. Financial MDM manages specific types of master data, such as:

  • Charts of accounts: consolidated, corporate or local. They can be different depending on application type. For instance, granularity is not the same for actual accounting or forecasting. They can be designed to meet different regulatory requirements: local, IFRS, GRI sustainability reporting or Solvency II in the insurance industry
  • Legal entities including different dimensions: geography, activities
  • Organizational dimensions : departments, business units, cost and profit centers
  • Analysis dimensions: using general ledger accounting flexible fields such as sales channels or projects
  • Reference data: time, currencies, taxes.

Financial master data needs to be quickly and easily adapted to business changes at the fast pace of business. Financial MDM is essential not only for minor modifications in day to day business, when creating a new cost centre or modifying an existing attribute for a legal entity, but also when making major changes such as mergers, acquisitions, reorganizations or regulatory changes.

Flexibility is the key to allow business users to easily make their own updates, plus these changes have to be part of a data governance process. A workflow is required to define roles and responsibilities.

Five reasons to invest in a Financial MDM

  1. Empower financial business users
  2. Ensure consistency in business hierarchies and related links
  3. Link local needs to corporate standards and consolidate all lines of business
  4. Accelerate Mergers & Acquisitions
  5. Analyze your master data across heterogeneous environments

See more at:

Wednesday Jun 04, 2014

PBCS Hyperion Planning in the Cloud Implementation Workshop

Oracle Planning and Budgeting Cloud Service (PBCS) opens up opportunities for organizations of all sizes to streamline planning and forecasting, accelerate deployment, and reduce costs.

This one-day in-person workshop is delivered by Oracle Development (free to OPN member partners), and will cover the handoff from selling-to-implementing of PBCS. Although the basic building blocks are the same as with on-premises Planning, there is a paradigm shift when it comes to selling and implementing a Cloud Service solution. The value proposition behind Oracle Planning and Budgeting Cloud Service is all about the deployment model, how it’s sold and how it gets implemented – simplicity, fast adoption and flexible deployment, without sacrificing first-class functionality.

To be successful, the entire cycle from sales to implementation should consistently support this value proposition to your clients. This training event is for OPN member partners whose business roles involve presales, implementation consulting, and support. This workshop briefly reviews the sales approach, as background, with emphasis on partner sales support. The main objective is to learn what is needed to successfully implement Oracle Planning and Budgeting Cloud Service once the sales hand off is made – how to leverage your current Hyperion Planning knowledge and use the features designed specifically to build out a Cloud Service solution.

This Workshop is being offered at three locations for partners from all countries in EMEA:

  • June 24, 2014: Kista, Sweden
  • June 26, 2014: Reading, United Kingdom
  • June 29-30, 2014 (split days): Dubaï, United Arab Emirates

To get more information, to check pre-requisites, and to register, click here.

Thursday May 29, 2014

PBCS Hyperion Planning in the Cloud PartnerLab 2-Day Training

Objective of the PartnerLab:  To help partners engage the interest and commitment of their clients for Oracle Planning and Budgeting Cloud Service projects. This is your unique opportunity to learn how to expand your business with the PBCS Application.

This 2-day PartnerLab workshop will enable your team to understand the fundamental concepts of the PBCS Application, the implications of Oracle Public Cloud deployment, and to effectively present and demonstrate PBCS to prospective clients. Participants must already be competent with the on-premise Hyperion Planning application: this training will build on existing expertise to cover SaaS Cloud specific deployment implications and how best to demonstrate this to clients and win services led PBCS implementation engagements.

Register here now and see full Agenda for 07-08 July 2014 in Oracle Paris – Colombes

15, bd Charles de Gaulle, 92715 Colombes Cedex France

Register here now and see full Agenda for 15-16 July 2014 in Oracle Italy

via Fulvio Testi 136, Cinisello Balsamo, Milan, Italy

This training is free of charge to OPN Member Partners

This PartnerLab is a 2 day in-class workshop event led by Oracle Pre-Sales subject matter experts. These 2 days consist of discussions, presentations, demonstration and hands-on exercises. Note: the hands-on exercises are in an already installed environment that you can have access to after the event (see more @ Hyperion Demonstration Systems for Partners). The PartnerLab will be delivered in English or local language.

Mandatory prerequisites for a participant: Please view material available and complete the assessments before you attend the PartnerLab event. Material and assessments cover foundational information about Oracle Hyperion Planning and Oracle Planning and Budgeting Cloud Service.

View material prior to live PartnerLab:

Take and pass these on-line assessments prior to the live PartnerLab training:

Wednesday Apr 23, 2014

Hyperion Profitability and Cost Management (HPCM) Partner Summit

In UK, but free to all EMEA OPN member partners, you are invited to attend this Hyperion Profitability and Cost Management (HPCM) Partner Summit:

May 8th, 2014, from 9.30 am to 4.30 pm

At the Montcalm Hotel, The Brewery, 52 Chiswell Street, London, EC1Y 4SA

This event will give partners the opportunity to understand how HPCM can expand EPM implementations, hear case studies from Oracle customers, and make new contacts in the partner community. See here the agenda for more details, and goto this link to Register.

Topics covered will include:

  • Sales strategy
  • Latest product capabilities
  • Product roadmap
  • Customer speakers presenting case studies of their use of HPCM

This summit will provide those new to HPCM with information required to identify HPCM opportunities, and those with HPCM knowledge, the information to drive new valuable opportunities, especially in existing Hyperion clients. The intended audience for this event is partner Sales Consulting.

Oracle’s Hyperion Profitability and Cost Management is an application pre-built on Essbase to help customers improve their business performance by discovering the drivers of costs and profitability and empowering users to improve resource alignment.

Tuesday Apr 22, 2014

UPDATED Demonstration VM for BI Partners (BIC2g 2014-03 Download)

Most of this Demo VM is now very similar to the OTN SampleApp V309, but BIC2g has BI-Apps (with ODI) with all the extra Vision-demo data, plus it has Endeca v3.1 (the SampleApp is still v3.0 Endeca), and it includes the standard Test-Drive kits.

Compared to the prior version, the new BIC2g 2014-03 has:

Ø Updates to the Executive Vision Demo (EVD).

Ø Merged SampleApp content with both EVD and BI Apps 11g rpd/webcats.

Ø Test-drive customer workshops:

o BI Apps

o BI Foundation

o Endeca Information Discovery 3.1

Ø Updates to BI Apps 11g Demos

o New OM and Projects Mobile demo scripts

o New 11g DW for future demo script development

Ø Updated demo process control features

The OBIEE installed is with BI Mobile Application Designer (BIMAD) added.

The “BIC2g” demo VM is downloadable from our BIC2G Beehive Online Workspace portal for OPN member partners.

The access details, for OPN member partners only, to get added to the BIC2G Beehive Online Workspace portal are shown from this page @ BI Solutions Engineering Partner Portal.

This Oracle Business Intelligence Linux VM virtual appliance (“BIC2g”) was developed to support Oracle OBI, BI-Apps and Essbase sales and Oracle partners in product demonstrations, training activities and POC activities.  If you do not need BI-Apps, or everything combined, then there is a smaller VM OBI Sample-App you can get from OTN: see @ Oracle BI and EPM Demonstration SampleApp V309 on OTN.

  • Join this live WEBCAST to learn more about the BIC2G 2014-03 Partner Edition – on Thursday, May 22nd, 2014 at 5.0 pm UK / 6.0 pm CET @ WebConference URL    ( Meeting Number: 597 781 081 / Passcode: Oracle123 ).

For Endeca 3.1 only, you can also get this @ Endeca Information Discovery 3.1 VM Download

While for a “Big Data” demo setup including Hadoop, see @ Demonstration VM “BigDataLite 2.4.1” Available on OTN

If you are new to them, the Test-drive customer workshops use a ‘seeing is believing’ approach with real world data that everyone can related to, and provide an opportunity for partners to invite their customers to interact with the solutions and with you, the BI experts. See here for more on Test Drives.

PBCS How-to Videos

Here is a series of short videos to learn more about Oracle Planning and Budgeting Cloud Service (PBCS), how to enter and analyze data, and how to turn your spreadsheets into powerful applications. PBCS also implements several layers to ensure security, including password protected single sign-on, role based access to features, and access control on forms and other artifacts. The Identity Domain Administrator creates users and assigns roles to them. These videos show you how to create users and assign roles.

This linked series makes it easier for viewers to find exactly the information they need.  (The series replaces the “Create Users and Assign Roles” video previously available, due to UI changes in My Services Dashboard.)

Oracle Planning and Budgeting Cloud Service helps organizations overcome the challenges of planning in unpredictable operating conditions and enables them to rapidly adopt a world-class planning solution with the simplicity of cloud. Videos include:

Vision Corporation: Demonstration of Oracle Planning and Budgeting Cloud Service


Enter and Work With Data in Oracle Planning and Budgeting Cloud Service


Migrate an On-premises Planning Application to Oracle Planning and Budgeting Cloud Service


Build a Planning Model with Excel in less than 7 Minutes


Analyze Oracle Hyperion Planning Data Using Oracle Hyperion Smart View for Office


Use Task Lists in Oracle Planning and Budgeting Cloud Service


Loading Data into Oracle Planning and Budgeting Cloud Service


Managing Users in Oracle Planning and Budgeting Cloud Service


Predefined Roles in Oracle Planning and Budgeting Cloud Service


Create Users and Assign Roles in Oracle Planning and Budgeting Cloud Service


Import a Batch of Users into Oracle Planning and Budgeting Cloud Service


Thursday Apr 10, 2014

Get OPN Specialized in Business Intelligence & Hyperion EPM

Get yourself and your company recognised and branded as an “Oracle BI / EPM Specialized Partner”. This will bring more business to you, because being OPN Specialised means your prospective clients can find you at by searching for a Specialized Partner. You can also enhance your profile here by Managing your Partner profile in the Solutions Catalog.

Consultants from Oracle partners can become Certified Implementation Specialists by passing the proctored (supervised) exams for OBIEE, Essbase, Hyperion and BI-Apps. These exams are offered at Pearson VUE testing centres and some Oracle University training locations, which are located in most EMEA major cities: see the links below for more details.

We also have on-line tests for “Sales” and “Pre-sales” knowledge, which also provide these levels of specialisation certificate.

To get certified as Specialised, check the Business and Competency Criteria linked below for each specialisation area and take the Assessment Tests:

Introducing Mobile App for Oracle EPM

Play this short video ~ 3 minutes ~ to get an Introduction to Mobile for Oracle EPM.

This video gives you a quick introduction to Oracle's EPM Mobile App using sample data. EPM Mobile enables on-the-go approvals and workflow across Hyperion Planning, Hyperion Financial Management, and Hyperion Tax Provision.

To check out the App, you can download EPM Mobile on your phone with these links:

- Android at Google Play:
- Apple app store:

After downloading the App, you can view the video, the overview tour and the sample application.

For more information see:

  • Oracle.Com Product Page: Oracle EPM Mobile App (link)
  • Oracle EPM Mobile Solution Brief (link)
  • Oracle EPM Mobile Data Sheets for Oracle Hyperion Planning, Oracle Hyperion Financial Management and Oracle Hyperion Tax Provisioning (link)

Thursday Mar 20, 2014

Big Data Analytics and EPM Top Trends for 2014

Which information management priorities are at the top of the corporate IT agenda? What are the most compelling developments in big data, analytics, EPM, mobile computing, data warehousing, and cloud computing that motivate IT leaders to undertake new technology initiatives?

Oracle surveyed hundreds of IT decision makers to learn about their big data and analytics plans for 2014—both within the Oracle customer base and the industry at large. Respondents provided specific feedback on mobile BI, cloud, Hadoop, data discovery, predictive analytics, and decision optimization technologies and practices. From this extensive data set we compiled the following trends:

  • Trend 1: Business Users Get Hooked on Mobile Analytics
  • Trend 2: Analytics Take to the Cloud
  • Trend 3: Hadoop-Based Data Reservoirs Unite with Data Warehouses
  • Trend 4: New Skills Bolster Big Data Investments
  • Trend 5: Big Data Discovery is the Secret to Workforce Success for HCM
  • Trend 6: Predictive Analytics Lend Fresh Insight into Big Data Strategies
  • Trend 7: Predictive Analytics Bring New Insight to Old Business Processes
  • Trend 8: Decision Optimization Technologies Enhance Human Intuition
  • Trend 9: Business Leaders Embrace Packaged Analytics
  • Trend 10: New Skills Launch New Horizons of Analysis

Download the full Big Data and Analytic Report to learn about the trends, problems, and breakthroughs in big data and analytics in more detail, and also for a bit of advice to get the most from your investments.

Similarly download the Enterprise Performance Management Top Trends for 2014 Report for more detail on:

  • Trend 1: EPM Cloud Strategies Gain Altitude
  • Trend 2: Don’t Leave Mobile Behind
  • Trend 3: Big Data is the New Signal for Finance
  • Trend 4: Detailed Costing Practices Here to Stay
  • Trend 5: Squeeze Financial Close Cycles Even Tighter, with an Eye to the Virtual Close
  • Trend 6: Financial Disclosure Complexity Continues to Rise
  • Trend 7: Enterprise Data Governance Booms in 2014
  • Trend 8: Sustainability Reporting Becomes the Norm

Tuesday Mar 11, 2014

Qubix are World’s first Certified Planning and Budgeting Cloud Services (PBCS) Specialist

Qubix International announced that they are the world’s first Oracle Partner to achieve OPN-Specialization for Planning and Budgeting Cloud Services (PBCS).

Qubix, an Oracle Platinum Partner, are making this new Cloud product available in a packaged offering that includes Software-as-a-Service, implementation services, training and support, all for one low monthly fee.

“We’re excited to be the first to offer customers this service that combines the power of Oracle’s enterprise planning in the Cloud solution with all the services customers need included for one low monthly fee,” said Paul Johnston, General Manager of Qubix. “Yes, there are other cloud offerings, but these typically don't include the implementation services, the training, ongoing support and consulting customers need, so we’ve re-imagined how service should be delivered in the Cloud world and simplified everything.” he went on to add that the new Qubix service includes:

A subscription to the Oracle Planning and Budgeting Cloud Services

A choice of Express, Professional or Enterprise implementation packages

Training to maximize user engagement and productivity

On-going Support and managed services

Qubix packaged subscriptions start at £12 per user per day for an entry-level budgeting, planning and forecasting solution, increasing to £29 per user per day for an enterprise-grade solution.

Using this cloud based service; companies can reduce costs and complexity while accelerating the speed of delivery without compromising any features or capabilities.

Neil Sellers, Director of Qubix, added, “We want to make planning, budgeting and forecasting simple and affordable for all businesses, no matter what their size or complexity.”

By tapping into the benefits of the Cloud, businesses no longer need to purchase and set up hardware and software, which greatly accelerates the deployment time and significantly reduces costs. Qubix estimates that the total cost of ownership savings for a typical customer will be between 30% - 40% over a three year period.

The new service means businesses can take advantage of all the benefits of Cloud SaaS, providing an enterprise-wide, multidimensional planning, reporting and analysis solution, without compromise. This has been proven, in some instances, to reduce planning and budgeting cycle times by up to 90%, thus promoting faster & better business decisions.

For more details, including pricing please visit:

For Oracle partners also wishing to take advantage of this new Cloud service see New Guided Learning Paths for Hyperion Planning and Budgeting Cloud Service Specialists, and an introductory webinar at Oracle Cloud Service is now Generally Available for Planning and Budgeting.

Monday Mar 10, 2014

Partner Business Analytics Webinar Series on BI-Modernisation, CFO-Analytics and CX

We invite you to download the presentations and replay this series of Webinars for Oracle BI Partners so you can better advise your existing clients on how and why they should modernize, upgrade and expand what they can achieve with the latest version of Oracle BI Foundation, and discuss the benefits of combining analytics integrated with ERP, EPM and finance systems to provide a complete view of forecasts, plans and actuals accessible by Finance and all lines of business managers. We will also look at the full spectrum of analytics that clients can deploy to better service and sell to their customers; providing a 360 customer view, predictive analytics, social sentiment analysis, and pro-active real-time decisioning for an optimized multi-channel customer experience.


Date & Time



Replay from MARCH 19 2014

Replay Webinar


Replay from MARCH 26 2014

Replay Webinar


Replay from APRIL 02 2014

Replay Webinar

BI Modernization (March 19)

Help Your Customers Stay Competitive with the Latest Business Analytics

Join us to learn how you can help your customers outmanoeuvre their competition by embracing modern business intelligence to gain alignment, understand their data, and more accurately forecast outcomes.

· Drastically improve your client’s ability to make data-driven decisions

· Keep decision-makers informed even on the go with rich visualizations and mobile BI

· Learn how Oracle Business Intelligence Foundation Suite 11g and Oracle Exalytics can modernize your company’s business intelligence

Business Analytics for Customer Experience Insight (CX) (March 26)

As Oracle Partners you need to talk with our Customers about solutions and not single products, so you need a consistent and comprehensive story about the Role of Business Analytics in Customer Experience (CX).

We want to share with you our partners, our current market and product positioning and presentation material that you can re-use whenever you go to meet your Customers:

· who are interested in Business Analytics, but also want to have an integrated view of all Oracle’s CX product portfolio and architecture,

· and to present Business Analytics as a key component of any CX opportunity.

Oracle Business Analytics for the office of Finance and the CFO (April 2)

The Oracle Hyperion installed customer base represents a major opportunity to sell complementary Oracle Business Analytics solutions. We explain the customer the benefits of an integrated BA+EPM platform and how to engage them in transformational projects.

This webcast will introduce a customer facing presentation, to help you deliver the messages to your clients with confidence.

For existing Oracle Hyperion Customers the benefits can be summarized as:

· The Connected Enterprise - Performance Management support, wall to wall

· In-Memory / Engineered Systems - More Agility and Speed at Lower TCO

· BI Mobile - Critical information at your fingertips wherever you are

· Real-Time Finance - Find hidden Insights to complement your Financial view

· Cloud - Flexible, cost-controlled Planning deployments

Thursday Feb 20, 2014

Oracle Cloud Service is now Generally Available for Planning and Budgeting

World-Class Planning with the Simplicity of the Cloud

Partners can now resell and implement the live, and generally available, first enterprise performance management (EPM Hyperion) solution offered in the cloud, Oracle Planning and Budgeting Cloud Service.

As the most robust financial planning application in the cloud, Oracle Planning and Budgeting Cloud Service opens up opportunities for organizations of all sizes to quickly adopt a world-class planning and budgeting solution with no CAPEX infrastructure investments, driving alignment beyond finance across the enterprise, with flexible deployment options and virtually no learning curve.

See the Press Release: Hyperion Planning and Budgeting on Oracle Cloud Service (link)

And for help to get started, see the Support Blog: Planning and Budgeting Cloud Service books, videos and tutorials (link), as well as the EPM Blog: Planning and Budgeting in the Cloud (link).

You can also REPLAY THE WEBCAST of the Partner Deep-Dive on Planning and Budgeting Cloud Service. This 105 minutes webinar provides a technical and functional deep-dive into the live PBCS offering. Topics include:

  • Changing the game: Oracle Planning and Budgeting Cloud Service
    • Introduction and latest news
    • Guided live demo tour with focus on
    • How to create an application in minutes
    • Access the Cloud via familiar Excel Interface? Yes, please!
    • Application Life-Cycle Management
    • Data Management options
    • Rock-solid Security and reliability
  • Resources for Partners
  • Live Q&A


Supporting Resources

Tuesday Jan 21, 2014

Planning and Budgeting Cloud Service Demos

For Finance executives who are drowning in spreadsheets or strapped to legacy applications, a cloud-based performance management solution offers an easy on-ramp, lower IT resource requirements and accelerated time to value.

You can now see this set of Enterprise Planning Demos and Videos on

On 30 January 2014, at 14:00 h GMT/ 15:00 h CET we will also be starting a series of webcasts on “Profitable Growth with Oracle Planning and Budgeting Cloud Service – for this you can Register Now.

Otherwise, right now you can see the Planning and Budgeting Cloud Service - Partner Webcast Replay.

For more information see on @

Monday Jan 13, 2014

Finance Webcast Series for Spring 2014

Partners are invited to attend this live Finance Webcast Series focused on EPM solutions. This is a new Q3 integrated campaign to create awareness, educate existing customers and prospects, drive demand generation and build pipeline: so please invite your clients to attend these too.

The series will cover these topics to be introduced one per week:


Event Date

Event Time

Event Name

More information

16 January

14 h GMT

15 h CET

Oracle’s EPM innovation hub

More information

23  January

14 h GMT

15 h CET

Finance in the Cloud, ‘where’ is the risk?

More information

30 January

14 h GMT

15 h CET

Plan for Profitable Growth with Oracle Planning and Budgeting Cloud Service

More information

6 February

14 h GMT

15 h CET

Financial Close and Tax Provisioning – a common DNA

More information



« November 2015