The document discusses how SAP HCM and Hyperion Planning work together at Intuitive Surgical. Intuitive Surgical uses SAP HCM for human capital management and Hyperion Planning for workforce planning and budgeting/forecasting. It describes how SAP HCM data on employees is automatically loaded into Hyperion Planning through SQL tables on a monthly basis to provide visibility into headcount changes. The integration also handles issues like employees being paid in different currencies. The solution provides improved workforce planning, budgeting and reporting capabilities over the previous manual process.

2. SAP HCM and Hyperion Planning
Working Together
Michael Zazzera – Intuitive Surgical
Don Church - Quest Partners

3. Presenters…who are they
Michael Zazzera
Intuitive Surgical
Sr. Manager EPM Applications
20+ years Experience working with Hyperion Products
(Consolidations & Planning)
Loves flying, cycling and movies…

4. Presenters…who are they
Don Church
Quest Partners
Consultant
CFO and Finance experience in Oil and Gas, 20+ years Essbase
& Planning experience
Loves fishing, time with his family and of course his Hyperion
family!

5. Santosh Thorat – Intuitive Surgical
(Can solve a Rubik’s Cube in < 90secs…and amazing Excel ad-hoc query key skills)
Michael Peden – Quest Partners
(Avid rider of Harley Davidsons and unicycles…. And maker of Kings & Queens!)
Meet the rest of the team…

6. Hyperion Planning and Essbase are two key technologies that
work together to help Finance Key Users Partner with their
business partners and Finance Sr. Management to provide
Financial Actuals and Budget/Forecast data…
Overview

7. • About Intuitive Surgical
• Overview of ISI’s SAP and Hyperion Footprint
• How SAP HCM and Hyperion Planning Work Together
• Model Design, Solution and Challenges
• Q&A
Agenda

9. • Company is based in Sunnyvale CA
• Global technology leader in minimally
invasive robotic-assisted Surgery
• 3,500+ da Vinci Surgical Robots
installed world wide
• FY15 $2.4B in Revenue
• 650,000+ Procedures in FY15
• Over 3 Million Surgical Procedures to
date
Who is Intuitive Surgical…

10. • Company is based in Sunnyvale CA
• Global technology leader in minimally
invasive robotic-assisted Surgery
• 3,500+ da Vinci Surgical Robots
installed world wide
• FY15 $2.4B in Revenue
• 650,000+ Procedures in FY15
• Over 3 Million Surgical Procedures to
date
Who is Intuitive Surgical…

11. DaVinci
Xi
Video
2 mins.

12. Business Problem Statement &
Project Goals

13. Where were we…Pre-Redesign
• Original Design – 2008 – Business Growth – HC – 2.9X
• Data – Cubes – Revenue and Expense – One Cube – 53GB
• Data - Employee data in Single Plan Type in Expense Cube
• Logic – Business Rules - Performance issues
• Data - Limited Headcount Reporting – No Visibility to Adds, Terms and
Transfers
• Data - Data Validation issues – Revenue – GL vs. COPA – Did Not Tie
• Admin - Manual Processes around Metadata changes and Data loads

14. WorkForce related Expenses and Benefits…
How do you partner with the business to manage a cost pool that represents
over 70% of your Fixed Costs?
Issue with Expense-
Employee model
created in 2008 when
company
Revenue was $875M…
2015 $2.3B
2.6 X Growth – 7 Yrs.
Expanded HC growth outside of US in
Europe, Japan and Korea
Growing complexity of employees in 64
different countries
HC Growth of 2.9 X in 7 Years
New HRPlan Model
Created to increase
visibility Not JUST HC
by Cost Center but…
visibility to:
People data around…
HC Adds, Transfers
IN/OUT, Attrition

15. Project Goals
• Automate process of load SAP HR data into HRPlan
• Flat File - Security Risk
• Provide Visibility of Current Employee Status beyond HC and show
Headcount changes around Additions, Terms, Transfers IN/OUT
• Handle issue with EU based employees being paid in GBP but
Planning is done in EUR – Monthly Seeding Issue
• Improve Work Force level calculations around Benefits, Taxes and
other burden costs by Company/Country

16. How SAP HCM and Hyperion
Planning work together

18. Hyperion EPM
Hyperion Planning
Essbase
11.1.2.3.505
(2) - Windows 2008R2 Servers
MS SQL Server 2012
Oracle Database

19. Hyperion Models
 ISDEMAND.ISDEMAND
 Demand Planning
 ISIPLAN.RevPlan
 Rev & COGS Planning
 ISIPLAN.PLPlan
 P&L Planning
 ISIPLAN.HRPlan
 WorkForce Planning
 CAPEX and Sales Region P&L
 Coming in 2016

20. SQL Database to store SAP HR Data – SECURE method vs. Flat File Approach

21. Metadata
Management
EPMA
Used to Manage
Metadata from
SAP HCM
SQL
IF (Interface Tables
Used to link meta-
Data Sources with
Hyperion Apps)

22. Model Design, Solution and
Challenges

23. Model Design

24. HRPlan - Application Process Flow
Salaries – Pay Currency
By Employee #
Current Month-End
Employee Data
By Cost Center-Company
Headcount
Type – Regular - Temp
Fixed-Variable
Status
CIP – Rates
Auto Allowance
Position, Title and Location
PLPlan
By Cost Center
Compensation - Merit
Taxes – Benefits
HC
HRPlan
Employee Level
Fully Burden Costs
HC Roll-Forward
Country Drivers
(by Company)
Drivers
FX Rates
Benefits-Health-401K
Vacation Accrual
Payroll Taxes
Merit
Employee Drivers
(by Employee)
Drivers
Salary - Monthly - Hourly
Pay Currency – LC - USD
CIP Bonus
Adds, Terms, Transfers In/Out

25. Employee Driver Approach and Logic Company Driver Approach and Logic
Salary – Pay to USD – LC Based on Monthly Data
Loads from SAP HCM and
EPM Scripts
FX Rates – By Company Integration with SAP ECC
Rate tables and SAP HCM
data
Use of Essbase Cost Center
Parents for each company
based on Cost Center
Rollups for each company
HC Roll-Forward
Add-Terms-Transfers
Payroll Taxes
Health Care – 401K
Merit %
Vacation Accrual %
CIP – Annual Bonus CIP Rates based on SAP
HCM Data and EPM
scripts
Auto Allowance Auto Allowances for Sales
force based on SAP HCM
data and EPM Scripts
Improve Work Force Level Calculations

26. WF Accounts and Driver Input Form

27. Hyperion
Planning &
Essbase
11.1.2.3.5xx
Windows 2008-R2
2 Servers
HCM
Personal &
Organizational
Mgmt.
Stage
IT_ISI_EMP STAGE
EPMA
PLAN1-n

28. Tech
Solution

29. Definition of Terms
• Pigs get fat but hogs get slaughtered.
• Vendor selection criteria…
• Nailing jello to a tree.
• Requirements gathering…
• How thin do you want to cut the baloney?
• What is your allocation methodology?
• That’s a gravy train with biscuit wheels.
• Unknown meaning…

30. Automate
MS Scheduler
Batch Scripts
SSIS

31. • Integration between staging Datamart and IF tables
• Preference to User Interface
• Ability to use Shared Dimension Library
• Flexibility of SQL/IF Tables
Why EPMA…

32. • Staging Datamart provides platform for ETL Processes
• SSIS and Visual Studio - Automation Tools
• Data transfer from Flat Files to Tables
• Automation of Database Tasks
• Self Documentation of Process Flows
• Error trapping and Notification
Why SQL Server…

33. End User
Solution

34. Visibility

35. Recon

36. Recon - Transfers

37. Visibility

38. VisibilityRight Click on Employees…
• Terminate Employee
• Reactivate Employee
• Transfer Employee
• Undo Transfer
• Go to Employee Details Form

39. Visibility

40. Visibility
Additional Color
Formatting used to
validate data between
Cubes

41. HC Roll-Forward

42. Monthly
Seeding IssueUsers required a way to
handle data for GBP Based
Cost Centers to handle GBP
and EUR paid employees…

43. Project Challenges - Recap
Challenge Result
Flat Files vs. Automated Loading
(Security Risk)
Create Table to Table integration with SAP HCM and SQL tables using a
combination of EPMA and IF tables for metadata updates
Visibility of Monthly HC Changes Created logic to handle loading HC data monthly to create a HC Roll-
Forward to show HC Activity (Adds, Terms, etc.)
Employee Metadata and related
Smart List(s) Maintenance
Use of EPMA and IF (Interface) tables to Load Employee level data and
Smart Lists - Monthly
User Navigation – Process Flow Use of Right Click and Task Lists to help users move through the Monthly
Work Force Planning Process
Mixed Pay Currencies in certain
Cost Centers
Developed data loading and logic to handle Mixed Pay Currencies to
translate to USD and back to Cost Center LC

44. Q&A

45. SAP HCM and Hyperion Planning
Working Together
Michael Zazzera – Intuitive Surgical
michael.zazzera@intusurg.com
Don Church - Quest Partners
dchurch@questpartnersinc.com