Showing posts with label Oracle. Show all posts
Showing posts with label Oracle. Show all posts

November 29, 2017

The Biggest Change to Reporting & Analysis in 2018 Won’t Be the Cloud

Screenshot from https://www.oracle.com/solutions/business-analytics/day-by-day.html

Companies spent most of 2017 either preparing their journey to the Cloud, getting started on moving their applications to the Cloud, or hoping the whole Cloud thing would go away if we just ignored it long enough (like my late fees at Blockbuster). But in the end, the Cloud isn’t revolutionary: the Cloud just means someone else is managing your server for you. While it’s nice that your servers are now someone else’s problem, there is an actual revolution happening in reporting & analysis and it’s a technology that’s been around for decades.

The Future of Reporting & Analysis Can Also Take Selfies

Up to this point, mobile has been an afterthought in the world of reporting & analysis: we design for a laptop first and if something ends up mobile-enabled, that’s a nice-to-have. The commonly held belief is that mobile devices (phones, tablets) are too small of a footprint to show formatted reports or intricate dashboards. That belief is correct in the same way that Microsoft Outlook is way too complex of an application to make reading emails on a mobile device practical… except that most emails in the world are now read on a mobile device. They’re just not using Outlook. We had to rethink of a smaller, faster, easier, more intuitive (sorry, Microsoft) way of consuming information to take email mobile.

Reporting & analysis will also hit that tipping point in 2018 where we ask ourselves simply “what questions do I need answered to make better business decisions faster?” and then our phones will give us exactly that without all the detail a typical report or dashboard provides. Will mobile analytics kill off desktop applications? No more than the desktop killed off paper reports. They all have their place: paper reports are good for quickly looking at a large amount of formatted information, desktops will be good for details (Excel will live on for the foreseeable future), and mobile will take its rightful place as the dominant form of information consumption.

Forget the Past and Pay Attention to the Present

The greatest thing about mobile is that everyone has their phone less than six feet from them at all times [you just glanced over at yours to see if I’m right]. But would you ever look at your phone if your screen took a month to update? Traditional reports are very backwards-looking. Your typical Income Statement, for instance, tells you how you spent the last year, it sometimes tells you about the upcoming forecast, but it rarely tells you, “am I making money at this moment?” Just like the dashboard of a car would be awfully useless if it gave you last month’s average gas tank reading – hey, I was 75% full in December! – mobile reports won’t be for looking at historically dated information. Instead, we’ll look to mobile to give us just the information we need to take physical actions now.

But Why is 2018 the Year of Mobile Analytics?

Quite simply, we didn’t have the technology to support our decisions until now. While we could take reports or dashboards and interact with them on mobile devices, we don’t want to actually perform analytics on our phones. We want the computers doing the analysis for us. While we’ve had data mining for years, it was relegated to high-priced data scientists or not-so-highly-paid analysts.

We now have artificial intelligence that can look through our data 24/7 and with no guidance from us, determine what drivers correlate with which results. Machine learning can then determine which information it delivers do we truly find useful. And so we don’t have to dig through all the results to find out what the system is trying to tell us, the mobile analytics apps in 2018 will convert complex information into natural language. It will simply tell us in plain English (or your language of choice), “I looked through all your information and here are the things you need to be aware of right now.”

While that may seem like distant promises to many people, it’s here now. At Oracle’s OpenWorld 2017 conference, there was an amazing demonstration of everything I mentioned in the last paragraph. The audience was even more amazed when told that all that functionality would be in Oracle Analytics Cloud before OpenWorld 2018. I’m sure the employees of Microsoft, Tableau, QlikView, and others are either busy working on their own technological magic or they’re busier working on their resumés.

Am I Ready for the Future?

Start finding out at EPM.BI/Survey. Each year, I conduct a global survey of Business Analytics. Last year, I asked over 250 companies how they were doing in the world of reporting, analysis, planning, and consolidation.  To participate in this year’s survey, go to EPM.BI/Survey and spend 15 minutes answering questions about your State of Business Analytics that you maybe haven’t thought of in years. In exchange for filling in the survey, you’ll be invited to a webcast on January 31, 2018, at 1PM Eastern, where you’ll learn how your BI & EPM (Business Intelligence & Enterprise Performance Management) stacks up against the rest of the world.

If you have any questions, ask them in the comments or tweet them to me @ERoske.

May 1, 2017

Top 5 Quotes from Oracle’s 2017 Modern Finance Experience

Three days of Oracle’s Modern Finance Experience set my personal new record for “Most Consecutive Days Wearing a Suit.” Surrounded by finance professionals (mostly CFOs, VPs of FP&A, and people who make money from Finance execs), I came prepared to learn nothing… yet found myself quoting the content for days to come.

The event featured top notch speakers on cutting edge concepts: the opening keynote with Mark Hurd, a panel on the changing world of finance with Matt Bradley & Rondy Ng, Hari Sankar on Hybrid in the world of Oracle EPM, and even one of my competitors (more on that in a second).

For those of you who couldn’t be there (or didn’t want to pay a lot of money to dress up for three days), I thought I’d share my top five quotes as best as I could transcribe them.

“IT currently spends 80% of its budget on maintenance. Boards are demanding increased security, compliance, and regulatory investment. All these new investments come from the innovation budget, not maintenance.”
-          Mark Hurd, Oracle, Co-Chief Executive Officer

Mark Hurd was pulling double duty: he gave the opening keynote at Oracle HCM World (held at a nearby hotel) and then bolted over to Oracle Modern Finance Experience to deliver our keynote. He primarily talked Oracle strategy for the next few years which – to badly paraphrase The Graduate – can be summed up in one word: Cloud.

He gave a compelling argument for why the Cloud is right for Oracle and businesses (though server vendors and hosting providers should be terrified). Now let me be clear: much of this conference was focused around the Cloud, so many of these quotes will be too, but what I liked about Mark’s presentation was it gave clear, concise, and practically irrefutable arguments of the benefits of the Cloud.

The reason I liked the quote above is it answers the concerns from all those IT departments: what happens to my job if I don’t spend 80% of our resources on maintaining existing systems? You’ll get to spend your time on actually improving systems. Increased innovation, greater security, better compliance … the things you’ve been wanting to get to but never have time or budget to address.

“The focus is not on adding lots of new features to on-premises applications. Our priority is less on adding to the functional richness and more on simplifying the process of doing an upgrade.”

-          Hari Sankar, Oracle, GVP of Product Management

I went to a session on the hybrid world of Oracle EPM. I knew Hari would be introducing a customer who had both on-premises Hyperion applications and Cloud applications. What I didn’t know is that he would be addressing the future of Oracle EPM on-premises. As most of you know, the current version for the on-premises Oracle EPM products is 11.1.2.4.x. What many of you do not know is that Oracle has taken future major versions (11.1.2.5 and 12c) of those products off the roadmap.

Hari spoke surprisingly directly to the audience about why Oracle is not abandoning EPM on-prem, but why they will not be pushing the Cloud versions and all their cool new functionality back down to the historical user base. To sum up his eight+ minute monologue, the user base is not requesting new functionality. They want simplicity and an easy path to transition to the Cloud eventually, and that’s why Oracle will be focusing on PSUs (Patch Set Updates) for the EPM products and not on “functional richness.”

Or to put it another way: Hyperion Planning and other Hyperion product users who want impressive new features? Go to the Cloud because they’re probably never coming to on-premises. To quote Hari once more, “create a 1-3 year roadmap for moving to a Cloud environment” or find your applications increasingly obsolete.

 “Hackers are in your network: they’re just waiting to pull the trigger.”

-          Rondy Ng, Oracle, SVP of Applications Development

There was an entertaining Oracle panel led by Jeff Jacoby (Master Principal Sales Consultant and a really nice guy no matter what his family says) that included Rondy Ng (he’s over ERP development), Matt Bradley (he’s over EPM development), and Michael Gobbo (also a lofty Master Principal Sales Consultant). While I expected to be entertained (and Gobbo’s integrated ERP/HCM/EPM demo was one for the ages), I didn’t expect them to tackle the key question on everyone’s mind: what about security in the Cloud?

Mark Hurd did address this in his keynote and he gave a fun fact: if someone finds a security flaw in Oracle’s software on a Tuesday, Oracle will patch in by Wednesday, and it will take an average of 18 months until that security patch gets installed in the majority of their client base. Rondy addressed it even more directly: if you think hackers haven’t infiltrated your network, you’re sticking your head in the sand.

Without going into all of Rondy’s points, his basic argument was that Oracle is better at running a data center than any of their customers out there. He pointed out that Oracle now has 90 data centers around the world and that security overrides everything else they do. He also said, “security is in our DNA” which is almost the exact opposite of “Danger is my middle name,” but while Rondy’s line won’t be getting him any dates, it should make the customer base feel a lot safer about letting Oracle host their Cloud applications.

 “Cloud is when not if.”

-          David Axson, Accenture, Managing Director

I have to admit, I have developed a man crush on one of my competitors. I wrote down more quotes from him than from every other speaker at the event put together. His take on the future of Finance and Planning so closely paralleled my thoughts that I almost felt like he had read the State of Business Analytics white paper we wrote. For instance, in that white paper, we wrote about Analysis Inversion: that the responsibility for analyzing the report should be in the hands of the provider of the report, not the receiver of the report. David Axson put it this way: “The reporting and analysis is only as good as the business decisions made from it. In finance, your job starts when you deliver the report and analysis. Most people think that's when it ends.”

The reason I picked the quote above is because it really sums up the whole theme of the conference: the Cloud is not doing battle with on-premises. The Cloud did that battle, won with a single sucker punch while on-prem was thinking it had it made, and Cloud currently dancing on the still unconscious body of on-prem who right now is having a bad nightmare involving losing its Blackberry while walking from Blockbuster to RadioShack.

David is right: the Cloud is coming to every company and the only question is when you’ll start that journey.

“Change and Certainty are the new normal. Combat with agility.”

-          Rod Johnson, Oracle, SVP North America ERP, EPM, SCM Enterprise Business

So, what can we do about all these changes coming to Finance? And for that matter, all the changes coming to every facet of every industry in every country on Earth? Rod Johnson (which he assures me is his not his “stage” name) said it best: don’t fight the change but rather embrace it and make sure you can change faster than everyone else.

"Change comes to those who wait, but it’s the ones bringing the change who are in control."

-          Edward Roske, interRel, CEO


To read more about some of those disruptive changes coming to the world of Finance, download the white paper I mentioned above.

December 27, 2009

Kaleidoscope - Hyperion/EPM Agenda Approved

Cameron and Gary Beat Me To It
At least two of my fellow ODTUG Hyperion SIG members (and so called "friends") broke the story first
, but allow me to elaborate as the Hyperion/Essbase/EPM content chair on the agenda for ODTUG's Kaleidoscope 2010.

Before I continue, as you've read previously on this blog and others, the only national conference with a major Hyperion presence in 2010 is Kaleidoscope. If you're looking for the best parts of the old Hyperion Solutions conferences, come to Kaleidoscope. Ask anyone who went in 2009 and they'll all agree that it was the best training money they spent all year.

The conference is June 27 to July 1 in Washington DC. Unlike some conferences, the content starts first thing in the morning on Sunday and goes through lunch on Thursday, so make sure you fly in on Saturday and don't fly out until Thursday afternoon or evening.

The opening Sunday in 2010 (like in 2008 and 2009) will be turned over to the Oracle Product Managers to tell us everything that they have planned that hasn't yet been released. This is, for most people, their one opportunity each year to really talk to the people responsible for development to see what's about to be released, what's in beta, and what's a twinkle in the eye of Oracle EPM product management.

The Sunday "Oracle EPM Developer's Symposium" goes well beyond PowerPoint slides. The day is organized by my long-time friend and Oracle Sr. Director, Al Marciante, and he will make sure that see actual product in development.

The day is also designed to be interactive. Part of why the Product Managers are coming is to hear what you think about what they have in mind. For Sunday, all the Hyperion attendees get together in one really large room. Monday through Thursday, the attendees break out into several tracks.

5 Tracks for the Hyperion Attendees
There are five major tracks that you'll find interesting:
  • Essbase. There is an entire track devoted to Essbase content and each day is themed to a different aspect of Essbase. Some of the days include Aggregate Storage (ASO), Essbase Utilities, Essbase Under the Covers, and Advanced Essbase. There will be no conference (including OpenWorld) in 2010 with more Essbase sessions.
  • Hyperion Applications. One of the comments from last year was that there weren't enough presentations on Hyperion Planning and HFM, so this year, we devoted an entire track to them. This track also has sessions on some of the lesser known products like Life Cycle Management, EPM Architect, Hyperion Strategic Finance, Integrated Operational Planning, and FDM. We also devoted time slots to some of the modules that haven't even been released yet (but will by Kaleidoscope 2010) like Disclosure Management and Financial Close.
  • Hyperion Hands-On-Labs. There will be a series of 3+ hour hands-on labs to give you real-world experience in Hyperion. Some of the classes include Essbase Studio and Integrating OBIEE with Essbase. If you learn more by doing than hearing, this is the track to park yourself in. There will be plenty of power outlets, don't worry.
  • BI, DW, and Hyperion Reporting Tools. As we all know, some of our favorite products are being phased out in favor of some OBIEE products like Answers, Dashboards, and Publisher. If you want to learn more about the Oracle Business Intelligence side of things, then this would be the place to find it. For what it's worth, I'm not the content chair for this track, but the awesome Mark Rittman is, so I know it will be good (or I'll eviscerate him on my blog ;-).
  • Hardcore Hyperion. One of the things people liked at previous Kaleidoscopes was the advanced/guru/hardcore content that conferences tended to omit. Even the late/great Hyperion Solutions conference had stopped doing sessions for the true Hyperion expert. We've expanded these "Top Gun" presentations into an entire track in 2010 and it's not just Hardcore Essbase. In addition to Essbase, there are entire days devoted to advanced HFM, Planning, and even Smart View. If you don't go to classes on Hyperion anymore because there's nothing you don't already know for your chosen product, come to this track. It's where I plan on spending most of my time, so pull up a chair next to me. I'm usually in the back row near the power outlets.
Business Users are Welcome Too
The number one request from last year was that add even more Hyperion Planning and Hyperion Financial Management content. Apparently, the Planning and HFM users, developers, and admins were not finding a home at any other conference. We've solved this by adding an entire Hyperion Apps track and also devoting days in the Hardcore Hyperion track (see above).

The other request was for more beginner and intermediate level content. In 2008, we only had Essbase content and it went great (though it did tend to skew to the more advanced users). In 2009, we added some content on the other applications (like Hyperion Planning) but again, we tended to skew to the intermediate to advanced users. Our theory was that beginner and business users would be going to the Collaborate conference.

Well, with the scarcity of Hyperion content at Collaborate 2010, we felt that we had to provide a home to those more functional users (with non-technical backgrounds). To that end, we added beginner, intermediate, business, and functional content to both the Essbase and Hyperion Apps tracks. This way if you miss one of the OAUG EPM Connection conferences (or you want more than 2-days of information), you'll be quite satisfied with Kaleidoscope.

For those of you still wanting the guru content, never fear. We didn't want you to think that we were going all soft, so that's why we spun out or guru-level technical content into its own Hardcore Hyperion track.

See the Agenda Visually
Gary Crisci, President of the ODTUG Hyperion SIG, was kind enough the put the agenda into a Google Doc. Hopefully, Gary will keep this updated so that if speakers don't accept their invites or sessions get added, you'll be able to get an updated agenda.

You should also visit ODTUGKaleidscope.com. This will not only have the most recent list of accepted presentations, it's also where you'd go to register. They're already accepting registrations if you have some budget money left and only a couple of days left in 2009 to spend it. I'm signed up to deliver either 3 or 4 presentations at Kaleidoscope (mostly in the Hardcore Hyperion track), so I'll definitely see you there.

On a vaguely related note, for those of you who played it at Kaleidscope 2009 and for those of you feeling bad that you missed out, there will be multiple midnight sessions of Werewolf. For what it's worth, my name is Edward Roske and I'm a villager. Gary on the other hand? Obviously a werewolf.

December 22, 2009

Collaborate 2010 - OAUG Presentations

The next Collaborate conference is April 18-22, 2010 at the Mandalay Bay in Las Vegas. This is a joint conference of three large Oracle user groups: OAUG, IOUG, and Quest.

There were some people (I was one of them) who were wondering if Collaborate would be the successor to the Hyperion Solutions conference just with a lot of other Oracle products thrown in. The Hyperion attendance fell from 2008 to 2009, so it wasn't surprising when the Collaborate organizers decided to cut the Hyperion/EPM presentations at Collaborate 2010.

While IOUG historically has some Essbase and OBIEE presentations (and in 2009, Quest had a couple of general EPM sessions), the main Oracle EPM/Hyperion/Essbase group at Collaborate is OAUG since they inherited the mantle of the old HUGs (Hyperion User Groups). Everyone was curious as to how many presentations OAUG would allot to Hyperion in 2010.

Looks Like About 35 Sessions from OAUG
Not including the ones from IOUG and Quest (because it's way too hard to figure out from their sites which ones are Oracle EPM specific), OAUG has approximately 35 sessions devoted to Oracle EPM (Hyperion and Essbase). I got this number by going to the OAUG Presentation Search and selecting "Hyperion EPM" (which doesn't make a lot of sense product naming wise, but whatever). It gave me the following list:
  1. "How Workforce Planning and Oracle Data Integrator restored sanity" by AdvancedEPM Consulting, Inc.
  2. "Sub Ledger Accounting in Release 12 Technical Perspective" by AST Corporation
  3. "Creating a Hyperion Planning Solution with Full PeopleSoft Integration in Under 90 days" by Berlin Packaging
  4. "Soaring through Economic Turbulence with Oracle's Strategic Finance and Crystal Ball" by Blue Stone International, LLC
  5. "Product Cost Modeling Using Oracle Business Intelligence and Hyperion Planning" by Calix Networks, Inc.
  6. "Becoming The Cube Whisperer" by Catholic Health Initiatives
  7. "Implementation of Hyperion EPM Systems Integrated to Oracle EBS" by Coherent, Inc.
  8. "Consolidate Oracle EBS, Hyperion EPM and other Apps onto one set of hardware by virtulization" by Cricket Communications
  9. "Integrated Business Planning" by Emerson
  10. "Hyperion Financial Management(HFM): Design Considerations in HFM for External & Management Reporting" by Hess Corporation
  11. "Using the Hyperion Financial Management (HFM) API to Create Custom Solutions" by Interpublic Group of Companies
  12. "Best Practices in Consolidations" by interRel Consulting
  13. "Introduction to Hyperion Financial Management and FDM" by interRel Consulting
  14. "Finding Profitability in 8 Weeks: An Introduction to Hyperion Profitability & Cost Managemen" by interRel Consulting
  15. "Using Essbase Outside of Finance: Challenging Requirements for Performance Accountability" by interRel Consulting
  16. "Oracle Hyperion Smart View For Office New Features & Integration Points" by Kerdock Consulting
  17. "Revenue Planning: When is detail it appropriate and how will it impact my Planning implementation" by Kerdock Consulting
  18. "What's New for Version 11: Hyperion Financial Management" by Kerdock Consulting
  19. "Hyperion Planning for Higher Ed: Business Considerations at Rice University" by Kerdock Consulting
  20. "Advanced Financial Master Data Management with Oracle Hyperion Data Relationship Management" by Key Performance Ideas, Inc.
  21. "Cash Flow Reporting Within Hyperion Financial Management" by Laureate Education Inc
  22. "Leveraging Your Hyperion Investment for Non-Financial Operations" by Linium
  23. "Enterprise to Hyperion Financial Management: Improving efficiencies and reporting at TSYS" by MarketSphere Consulting
  24. "Security in Hyperion Fusion 11" by MindStream Analytics
  25. "Be "Productive Day One and Ensure User Adoption with Oracle User Productivity Kit and Oracle Tutor" by Oracle
  26. "Oracle's Strategy and Roadmap for Oracle's Hyperion Performance Management Applications" by Oracle
  27. "Integrating Risk and Compliance Strategies The Latest in Oracle GRC Applications" by Oracle
  28. "Introduction to Hyperion Enterprise Planning Solutions" by Oracle Corp Inc., Boston
  29. "Integrated Operational Planning - Bridging The Gaps Between Finance, Operations, And Sales" by P3 Solutions
  30. "Key Success Criteria for Oracle Hyperion Planning and Oracle HFM Integration" by Ranzal
  31. "Mission Critical! Implementing Highly Available Global Oracle-Hyperion EPM Installations." by The Hackett Group
  32. "Strategies for Helping Government Agencies Optimize Oracle BI Tools and Processes" by The IRUS Group, Inc.
  33. "Optimally Leverage your Oracle Hyperion Investment" by TUSC
  34. "Essbase Tuning & Optimization at USADrug" by USADrug
  35. "Financial Reconciliation to Reporting (RTR) Town Hall Meeting" by VeriSign Inc
Now the reason I'm saying that there are "about 35 sessions" is that some of the ones listed don't really seem like EPM presentations (like #2, #25, and #35 above). Keep checking http://oaug.collaborate10.com/agenda/search because I'm sure they'll reclass everything correctly at some point.

There is a major scarcity of Essbase presentations. There are two that mention Essbase in the title and judging by the abstract, #6 is also an Essbase presentation. That means OAUG will have just 3 Essbase presentations. Of course, you can't really expect all the products to be covered well with only 35 presentation slots.

I also find it really interesting that Oracle was only given 3 presentations and that's 3 if you include #25 above which really isn't related to EPM. That puts interRel in the peculiar spot of having more Oracle EPM presentations than Oracle does. If anyone from Oracle would like to co-present one of the interRel ones with us, send me an e-mail and I'll be happy to split the presenting workload with you.

Should I Bother Going?
It's quite clear that Collaborate is no longer trying to be a national conference for Hyperion. Even once you add in the content from IOUG and Quest, it's clear that Collaborate seems to be aiming to provide just enough Hyperion content so that people going to Collaborate for other products can feel happy if they also own Hyperion. If you are primarily interested in learning about Hyperion, skip Collaborate in 2010 and go to either one of the regional OAUG EPM Connection conferences or the national ODTUG Kaleidoscope conference. It's not worth it to spend between $1,385 and $2,125 on Collaborate for this little content.

Is there any reason to go to Collaborate 2010 if you only care about Hyperion and Oracle EPM? Well, it is in Vegas, and for some of us, that's the only reason we need.

A Word to Hyperion Vendors
And some free advice to Hyperion-centric consulting firms: if your company primarily does Oracle EPM, I'd save the money you were going to spend on a Collaborate booth and exhibit at Kaleidoscope and EPM Connection. There just won't be enough Hyperion attendees to make the ROI worth it to have a major presence at Collaborate. Ignore this advice if you want, but don't complain when the majority of the Hyperion attendees at Collaborate are other Hyperion partners who made the same mistake.

December 19, 2009

EPM Connection New Jersey - Update

This is an update to my posting from last month on the first of the EPM Connection regional conferences (also known by the easy to remember name "OAUG Connection Point - Enterprise Performance Management" regional conferences). It looks like this conference will definitely be

February 23-24, 2010 at the Hyatt Regency
The dates are definite now (there was some slight confusion before). It's definitely Feb. 23-24 in Jersey City, NJ. The host hotel is the Hyatt Regency in Jersey City. Right now, rooms are blocked at the conference rate for $139/night until the room block is filled. To find more about the conference lodging, visit http://oaug.org/conferencesandeducation/conferences/2010/cpepm/travel.php.

Educational Content
Some of the sessions are already approved and posted on the EPM Connection website. (No, I'm not one of the pre-approved speakers, Mom.) Here is the presentation list as of December 19, 2009:
  • "Upgrading HFM to Fusion 11.x — Introduction to New Functionality and Upgrade Considerations" by Rob Cybulski from Finit
  • Converting from Hyperion Enterprise to HFM: Design Considerations and Best Practices" by Rob Cybulski from Finit
  • "Global insurer, Marsh and McLennan, moves Long-Range Strategic Plan to Hyperion Strategic Finance from spreadsheet models" by Tom Gibbons from Marsh & McLennan with Hanyul Lee from Bluestone
  • "I Know How to Spell HSF … Now What? The Hyperion Product You Never Realized You Always Needed and Probably Already Own" by Jay Laabs from Bluestone
  • "Oracle EPM 11 system administration — under the covers!" by Eric Helmer from Hackett
  • "Achieving a Common Goal: Creating an Oracle EPM Center of Excellence" by Laura Gregor from Pearson
  • Validating Your Financial Information Using Financial Data Quality Management (FDM)" by Laura Gregor from Pearson
It's interesting to note that of the 7 presentations selected so far, 2 are on HFM, 2 are on HSF, 1 is on FDM, 1 is high-level on EPM, and 1 is very techie-level on EPM. What we don't see are any presentations on Hyperion Planning or Essbase, the two best selling Oracle EPM products. I'm somewhat surprised they didn't preselect any in these categories.

There will eventually be 35+ presentations (not sure if this includes the vendor presentations or not) so I'm guessing this is just a temporary scheduling quirk. The deadline for abstract submission was December 15, and when the rest of the presentations are selected, we'll have a better idea of the product coverage of the conference.

With the exception of Eric's (which really doesn't seem to fit with the above sessions), all of the above also seem to be very introductory presentations. Again, I'm not sure if this is a temporary quirk or if it's the aim of the conference to have more beginner-level content.

Registration
We only have 2 months to the conference, and since the schedule's not posted yet, time is rapidly running out for people to determine if they want to go and then register to do so. To help make it easier to get approval in this short time frame, the nice people at OAUG have made the cost of the conference an affordable $495 (if you register by February 16). After that date, the rate goes up to $595 for what is basically an on-site registration rate.

You'll notice that the rate of $495 doesn't go up until a week before the conference. In my opinion, this is bad for the conference organizers, because they really won't have any idea of the expected conference attendance until a week or two before the conference. People will procrastinate until February, because they really don't have any incentive to sign up early.

Because people will be signing up at nearly the last moment, I expect attendance numbers to be minimal until February. Correspondingly, don't be surprised if the conference organizers get spooked when they see those very low pre-enrollment numbers and start doing things like offering discounts. Note that I have no actual knowledge that this will happen (I'm no longer involved with the OAUG Hyperion SIG), it makes logical sense.

If you want to be a kind soul and sign up now to give them a better idea of their conference size, stop procrastinating and visit this link:

More Information
If you want to stay abreast about the conference, bookmark the following link:

They seem to be updating it very regularly. It's actually changed since the beginning of this week, so make sure you check it frequently. Assuming I get a presentation selected, I will be at "EPM Connection NJ," so if you're going, I'll see you there.

November 15, 2009

Regional EPM Connection Conferences - Update

OAUG Connection Point - Enterprise Performance Management
Back on October 30, I wrote about what little information I had on the upcoming regional OAUG conferences on Hyperion and EPM. The name that OAUG is giving to these conferences is way too long and way too hard to remember, so I'm going to start calling them "EPM Connection" conferences. If OAUG doesn't like it, they should come up with a shorter, catchier, more marketable name (like Dimensions, Solutions, Collaborate, Kaleidoscope, or OpenWorld).

I have some new information to impart compliments of the OAUG eNews from November (scroll way to the bottom):

Date Change: February 22-23
Contrary to earlier information that put the dates slightly later, the conference is now going to be held on Monday and Tuesday (Feb. 22-23) in Jersey City, NJ.

Tracks Revealed
There are going to be 5 tracks at the first EPM Connection conference:
  • Budget, Forecasting & Planning
  • Financial Consolidations & Reporting
  • Business Intelligence & Analytics
  • The Office of the CFO
  • EPM Product Roadmap
The non-product orientation of the tracks seems to imply that this will be more of a business-oriented rather than technical conference. Considering that this is put on by OAUG, we sort of expected that though. To drive this point home, OAUG had this to say about their desired audience:
This event is ideal for accounting and finance professionals of all experience levels, internal audit staff with a focus on external and compliance reporting areas, and IT professionals who need to understand what the accounting and finance groups need to achieve.
I don't like how EPM is getting pigeonholed as only applicable to finance/accounting types, but you can't win 'em all.

More Information
OAUG is telling people that more information will be coming soon to this website:

At the moment, there is less at that link than I just discussed in this blog posting, but I'm sure more will be posted soon since EPM Connection is now just 3 months away. They'd better hurry with their call for papers (if they're even going to have one).

October 28, 2009

Kaleidoscope Speaker Submission Extended to November 10

ODTUG Kaleidoscope is, as mentioned previously, the main national Hyperion/EPM conference for 2010. It will have content for all types of users on Essbase, Hyperion Planning, HFM, the Hyperion & OBIEE reporting tools, and more. There are 4 tracks entirely devoted to Hyperion & Essbase and as this the replacement (at least in 2010) for the old Hyperion Solutions conference, you'll definitely want to be there.

So since you're going, let's get you a free pass if we can. The easiest way to get a pass to K'Scope is to speak at the conference. Though the original deadline was October 27, they've just extended the deadline to November 10. Visit http://odtugkaleidoscope.com/ if you want to submit something by the 10th. The two tracks that could use more submissions are the Essbase and Hardcore Hyperion areas but also feel free to submit more in the Hyperion Applications and Hyperion Reporting Tools tracks as well.

While K'Scope is still looking for the advanced/guru/expert content they've offered in the past, this year they've expanded their tracks to have enough rooms to also have some more introductory and intermediate content. So if you want to present on something at a beginning level like a case study or success story of Hyperion or EPM at your company, please feel free. There will be room for all levels at K'Scope 2010. I hope to see you there even if you're not accepted as a speaker.

October 19, 2009

2010 Conferences - Speaker Deadlines Coming Up

If you want to be a speaker at either Kaleidoscope or Collaborate in 2010, the deadlines for submitting session topics for consideration are almost up. I know, it seems way too early to me too, but I guess Collaborate is only 6 months away.

Like most conferences, Collab & K'Scope will give a free pass to the conference to any accepted speaker. This makes it a lot easier to convince your boss to send you since these national conferences usually run upwards of $2,000 USD per person.

OAUG/IOUG/Quest Collaborate: Deadline is October 20
Collaborate will be held April 18-22, 2010 in Las Vegas at the Mandalay Bay. Yes, the deadline is tomorrow. Don't feel bad if you don't have time to get a paper together. Word on the street has it that OAUG (the main driver of Hyperion and Oracle EPM content at Collaborate) has reduced the number of Hyperion presentations to only 30. So not only are the odds of getting one of the slots pretty slim, most Hyperion attendees will be avoiding Collaborate in 2010 in favor of one of OAUG's regional Hyperion conferences (which will have more content than the national one anyway).

There are two good reasons to go to Collaborate: either you like gambling in Vegas (and face it, who doesn't?) or you're going for non-Hyperion content too. If you are going, you might as well get a free pass, so submit a presentation and hopefully get a free pass. The track you'll want to submit under is "BI/Data Warehousing/EPM":

The call for papers for the regional conferences isn't out yet, but I'll blog it when it's announced.

ODTUG Kaleidoscope: Deadline is October 27
Kaleidoscope will be held June 27-July 1, 2010 in Washington DC at the Marriott Wardman Park. As I mentioned in an earlier post, this is the national conference you'll want to be attending in 2010 (and I'm not just saying that because I'm the Essbase/Hyperion Content Leader for Kaleidoscope '10). The call for speakers for Kaleidoscope has been going on since the end of September, but the deadline for submitting your abstract is Tuesday of next week.

There are 4 topic areas with Hyperion and Oracle EPM content in them at Kaleidoscope:
  • Essbase. Looking for Essbase content? Whether you’re a developer or an administrator, a novice or a guru, this track will is your home for Essbase information in all forms. Whether it’s sessions on tips and tricks, optimization, Essbase ASO, calc scripts, workarounds, Essbase success stories or Essbase esoteric, the “Essbase track” is your Essbase home.
  • Hyperion Applications. Hyperion Planning, Hyperion Financial Management, Hyperion Profitability and Cost Management, Hyperion Strategic Finance and the rest of the Oracle EPM (formerly Hyperion) packaged applications are found in the “Hyperion Applications” track. Everything from case studies in implementing specific applications up through tips, tricks, and best practices for developing, administering, or using the Hyperion applications will be covered here.
  • Oracle Business Intelligence & Hyperion Reporting Tools. The Hyperion community is used to Financial Reporting, Web Analysis, Interactive Reporting, SQR Production Reporting, Smart View, and Workspace. The Oracle Business Intelligence Enterprise Edition developers have been using OBIEE Answers, Dashboards, Publisher, Delivers, Business Indicators, and the OBI Server. Oracle is bringing these products together, so we’re merging the content. Whether you’ve been doing OBIEE or Hyperion front-end development, this track will show you the future of Oracle’s combined reporting technologies.
  • Hardcore Hyperion. If you’re looking for case studies, then this is not the track for you. You’ve asked for even more advanced, guru, hardcore, expert, “Top Gun” Hyperion content, and your wishes have been answered. The “Hacking Hyperion” track is your home for content that you won’t find anywhere else the entire year. If you have secret optimizations, ideas for modifying underlying tables and source code, tuning tips that you haven’t heard anywhere else, or any other content that would tickle the fancy of a seasoned Essbase, Hyperion Planning, HFM, or other Hyperion app developer, then join us as we enter the undocumented (and probably unsupported) world of Hyperion.
If you want to speak at Kaleidoscope, visit:

October 12, 2009

Oracle Announces Availability of EPM 11.1.1.3 - Two Months After It's Released

It must have been a slow news day at OpenWorld for Oracle EPM. Though 11.1.1.3 was released on August 6 and I blogged about the new 11.1.1.3 features a month ago, Oracle decided to put out a press release on the new functionality on October 12. Well, better late than never.

If you want to see Oracle's comments on what's new in 11.1.1.3 and a brief discussion of the new HFM Financial Close module they're developing, visit here:

In related news, I heard that tomorrow Oracle will be announcing the release of a brand-new product called Essbase (pronounced S-base) that's supposed to be some sort of "multi-dimensional database." I guess it's been in beta since 1992. Multi-dimensional databases? Could these be the next big thing? Discuss in the comments.

interRel Repeats as EPM & BI Partner of the Year


Wow, back-to-back wins. I am seriously stunned. Earlier this evening in Moscone South at the Oracle Partner Network Titan Awards, interRel won the award for "EPM & BI Solution" of the year.

Last year at Openworld was the first time they've given this award out and we were honored (and surprised, frankly) to win it then. We had zero expectation at interRel of being able to repeat as winners. Don't get me wrong: we do consistently good Hyperion and Oracle EPM implementations at interRel, but the odds of repeating seemed astronomically stacked against us. I didn't even know if you could or if Oracle liked to spread the wealth around to multiple partners.

This year, so we were told, the competition for this award was far more fierce than in 2008. We are ecstatic to have won it again making us the only company ever to have received the EPM Solution of the Year award. I am so amazingly happy right now that it's difficult to put into words. We're putting a press release together that should come out this morning.

UPDATE:Press Release has been rapidly assembled (good job staying up all night, Danielle):

October 11, 2009

Just Released - Look Smarter with Oracle Hyperion Planning: End User Guide

Planning End User Guide
In case anyone missed the press release, Tracy McMullen (Best.Coauthor.Ever.) and I released our newest book today. "Look Smarter Than You Are with Oracle Hyperion Planning: End User's Guide" came out this morning with a retail price of $29.95. If you're at OpenWorld, you can pick up a copy at the interRel kiosk in the Hyperion Pavilion at the Intercontinental Hotel. If you're off site,go to our publisher for a copy at LuLu.com:
http://stores.lulu.com/tracyamcmullen

If you've been waiting for this book to come out so you can buy copies for your entire user community, e-mail Danielle White, dwhite(at)interrel.com. She can arrange a bulk purchase for 30% off retail.

What's In The Book
We cover both the web and Smart View interfaces to Hyperion Planning. The screenshots are all from 11.1.1, but the book is usable by anyone on System 9 or 11x. The format of the book is a bit...different than your normal user manual. Here's the opening paragraph of the book:
Let’s face it: computer books are boring. So to make your job learning how to be an end user of Oracle Hyperion Planning a bit more interesting, we’ve decided to weave a musical comedy throughout this book. Bear with us, because we assure you that this will be far more entertaining than it sounds at the moment; however, if musicals “just aren’t your thing”, you can skip through the few scattered musical interludes and go straight for the Planning content. Don’t complain to us when it’s boring, though.
That's right: the world's first musical computer book. Yes, we're quirky. If you want the details of what's in the book, here's the complete table of contents:

SCENE 1: AN ORACLE PLANNING IMPLEMENTATION MUSICAL 1
  • PROLOGUE 1
  • A SEQUEL 2
  • BIG NEWS 3
SCENE 2: INTRODUCTION TO ORACLE HYPERION PLANNING 5
  • YOU GOT SERVED… WHAT’S A SERVER? 7
  • APPLICATIONS AND PLAN TYPES DEFINED 8
  • DIMENSIONS DEFINED 9
  • STANDARD PLANNING DIMENSIONS 14
  • THE PLANNING UNIT 21
SCENE 3: PLAN OVER THE WEB 22
  • THE PLANNING WEB CLIENT 22
  • WHAT IS THE WORKSPACE? 23
  • ADVANCED MODE VS. BASIC MODE 27
  • ENTER PLAN DATA 31
  • USE TASK LISTS 37
  • USE RIGHT CLICK MENUS 44
  • ADJUST AND SPREAD 45
  • ATTACH DOCUMENTS TO DATA FORMS 62
  • ADD SUPPORTING DETAILS 67
  • ADD CELL TEXT 70
  • ADD ACCOUNT ANNOTATIONS 72
  • PRINT AND EXPORT A DATA FORM 74
  • MISCELLANOUS PLANNING FEATURES 77
  • RUN A BUSINESS RULE 81
SCENE 4: PLAN IN EXCEL 88
  • GET STARTED 89
  • ENTER PLAN DATA IN SMART VIEW 98
  • SMART VIEW OPTIONS 106
  • BUILD MODELS IN SMART VIEW 108
  • AD HOC ANALYSIS WITH IN A FORM 112
  • SMART SLICES IN A DATA FORM 122
  • REPORT DESIGNER 134
  • OFFLINE PLANNING 151
SCENE 5: REVIEW AND APPROVE THE PLAN 163
  • INTRODUCTION TO WORKFLOW 163
  • MANAGE WORKFLOW 166
  • COPY VERSIONS 174
  • ANNOTATE THE PLAN 177
  • SCENE 6: PLANNING, MY WAY 180
  • SET PREFERENCES 180
  • SET USER VARIABLES 186
  • EPILOGUE 189
APPENDIX I PREPARE FOR BOOK EXERCISES 191
  • SET UP 191
  • UPDATE FORM SETTINGS 193
  • PROVIDE INFORMATION TO END USERS 196
  • WHAT’S MISSING? 196
  • MY PLANNING APPLICATION 197
APPENDIX II OTHER STUFF 200
  • NOTE ON THIS BOOK 200
  • NOTE ON PLANNING VERSIONS 200
  • WHY IS THIS OPTION GRAYED OUT IN SMART VIEW? 200
  • YOU HAVE BOTH EXCEL ADD-IN & SMART VIEW 201
  • QUICK QUIDE TO SMART VIEW MENUS 202
  • FINAL SONG 204
Planning Admin Guide
Originally, we were going to simultaneously release the Planning Admin and End User guides when Planning 11.1.2 came out some time in 2009. Now that the release date for 11.1.2 has slipped until February 2010 (or later), we've decided not to wait for it to release the End User guide. The goal for the Admin guide is to get it out sometime in the next 3 months. Publishing dates are notoriously fickle things, though, so keep watching here for updates on release dates.