Oracle Hyperion Planning

Oracle is a global provider of enterprise cloud computing, offering software as a service, platform as a service, infrastructure as a service and data as a service capabilities. The company employs more than 138,000 people worldwide. With more than 430,000 customers and deployments, Oracle offers a comprehensive stack of cloud applications, platform services and engineered systems.

The vendor’s BI and enterprise performance management (EPM) portfolio contains various on-premises and cloud products. On-premises, the well-known Oracle Hyperion EPM portfolio and Oracle BI suite are available. However, in 2014, Oracle changed its general release strategy to “Cloud First”, and the vendor now has a major strategic focus on enhancing its cloud portfolio. Oracle’s EPM and BI cloud portfolio includes Oracle EPM Cloud and Oracle Analytics Cloud (OAC). A variety of other on-premises and cloud offerings complete Oracle’s comprehensive product portfolio. Oracle’s EPM portfolio includes applications for planning, financial consolidation, performance reporting, financial strategy management, profitability and cost management, account reconciliation and tax reporting.

Hyperion Planning, Oracle’s on-premises planning product, was acquired with Hyperion Solutions in 2007 and is one of the most widely used planning products in the world with thousands of implementations. Based on Essbase as a multidimensional database, the platform is suitable for corporate planning as well as integrated financial planning. It is especially suited to centrally controlled, standardized planning applications in mid-size to large scenarios. Hyperion Planning is integrated with Oracle’s other on-premises EPM products, such as Hyperion Financial Management for financial consolidation.

Oracle’s entire EPM portfolio is now available in the cloud as EPM Cloud. This includes Planning Cloud (i.e., Enterprise Planning and Budgeting Cloud Service, Planning and Budgeting Cloud Service), Financial Consolidation and Close Cloud Service, and Profitability and Cost Management Cloud Service. All EPM Cloud solutions are based on a consistent technical architecture and can be deployed in a modular fashion.

For BI and analytics, the Oracle BI platform provides modules for developing and deploying dashboards, formatted reporting, ad hoc reporting and analysis. Oracle BI is available on-premises and as a cloud service (OAC). Oracle Analytics Cloud also includes Essbase Service, a multidimensional database which can be used for scenario modeling, OLAP analysis and the creation of analytics applications.

User & Use Cases

Besides planning, customers mainly use Oracle Hyperion Planning for ad hoc query and reporting (74 percent), standard/enterprise reporting (57 percent) and basic data analysis (56 percent). 44 percent of respondents plan to use it for advanced analysis and 40 percent for dashboards/scorecards in the future. Oracle Hyperion Planning targets mid-sized companies and large corporations across all industries. 55 percent of our sample come from large companies (more than 2,500 employees) with a median of 80 users (with 40 of them using planning functionality), but the mean of 375 users (134 for planning) indicates there are also some significantly larger implementations. 70 percent of Oracle Hyperion Planning users are planning users – well above the survey average of 63 percent – reflecting the fact that Oracle Hyperion Planning is essentially a planning tool rather than a BI tool.

Current vs. planned use (besides planning)

N=28

Percentage of employees using Oracle Hyperion Planning

N=29

Planning users (as a percentage of all users)

N=29

Total number of users per company

N=29

Planning users per company

N=29

Company size (number of employees)

N=29

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Oracle Hyperion Planning

Peer Groups Enterprise software vendors, Flexible planning platforms, Global vendors, North American Vendors
VendorOracle
Number of responses29
ProductHyperion Planning and Planning and Budgeting Cloud Service
OfficesOffices in more than 120 countries worldwide
Employees> 138,000
Customers430,000 (in total, not only BI customers)
Revenues (2018)$ 39.8 billion
Websitewww.oracle.com